FastLane Help

Transcript

1 FastLane Help FastLane Help 1

2 FastLane Help Table of Contents ... ... ... 1 ... FastLane Help ... the FastLane Help System ... ... ... Welcome 7 to ... for FastLane Help ... ... ... 8 Search ... Contact for Help ... ... ... ... 8 FastLane osal & Award Policies & Procedures Guide (PAPPG) ... ... 8 Prop ... ... ... ... ... 8 NSF Updates ... and News ... ... ... ... . 8 Updates Introduction to FastLane ... ... ... ... 9 ... ... ... 9 Introduction to FastLane ... vities Overview ... ... ... ... 10 Acti and First - Time User ... ... ... ... 10 For the Public and Researcher For Educator ... ... ... ... 10 the and ... Panelists ... ... For NSF Reviewers ... 10 For Organization’s Sponsored Project Office Your ... ... ... 10 10 For Your Organization’s Business Office ... ... ... For Organization’s Authorized Organizational Representative ... ... 11 Your ... ... Proposals, Awards, and Status ... 11 ... ... Proposals, Status Awards, ... ... ... 11 and Accessing Proposals, Awards, and Status ... ... ... 12 Proposal Review ... ... ... ... ... 13 Proposal Review ... ... ... ... 13 ... Proposal Review ... ... ... 14 Accessing ... Proposal Review ... ... ... 14 Pa nelist Functions ... ... ... ... . 16 ... Research Administration ... Working ... 17 in ... Accessing Administration ... Research ... .. 20 Honorary Awards ... ... ... ... . 21 ... Honorary ... ... Awards ... 21 Accessing Honorary Awards ... ... ... ... 22 Postdoctoral Fellowship and Other Programs ... ... ... 22 22 Postdoctoral Fellowship and Other Programs ... ... ... 2

3 FastLane Help Glossary ... ... ... ... 24 ... ... ... ... 25 Proposal Deadlines ... ... ... ... ... Functions 25 Proposal ... ... ... ... 25 ... Proposal Functions Introduction ... ... ... ... 25 Log in to Proposal Functions ... ... ... ... 32 Letters of Intent ... of Intent Introduction ... ... ... ... 32 Letters a Letter of Intent ... ... ... ... 33 Create New ... ... ... Create a Letter of Intent Introduction 33 Prepare a Proposal ... ... ... ... 79 ... ... ... 141 Create a Budget ... Functions ... ... ... ... ... 407 Award ... ... ... ... 410 Notification s and Requests and Requests ... ... ... ... 410 Notifications PI ... ... ... ... ... 411 Functions ... ... ... 413 Prepare a New Notification or Request as a PI Notifications and Access as a PI ... ... ... 414 Requests 416 Search for Notifications and Requests Prepared by the PI ... ... PI ... ... ... ... ... 657 Functions ... ... 657 ... Principal Investigator Functions Introduction with NSF on Communicate Awarded Project ... ... ... 658 an Participation on a Project Introduction ... ... ... 659 Manage Update PI Information and Status ... ... ... . 722 ... Proposal ... ... Review ... 726 SPO Functions ... ... ... ... ... 764 AOR Functions ... ... ... ... ... 782 Panelist ... ... ... ... .. 790 Functions ... ... Panelist Functions Introduction ... 790 ... Log In to Panelist Functions ... ... ... ... 790 Update Your Personal Information ... ... ... 796 Update Your Demographic Information ... ... ... 797 Travel and Reimbursement ... ... ... ... 798 Introduction Travel and Reimbursement System ... ... ... 798 799 Travel and Reimbursement System Introduction ... ... ... 3

4 FastLane Help Travel and Reimbursement System ... ... ... 799 Access the for a Meeting Introduction ... ... ... 801 Register ... ... ... 802 Watch Reviewer Orientation Video Answer Participant Registration Questions ... ... 803 ... Confirmation Screen ... ... ... 805 Waiver of Payment ... ... ... Verify Your Reviewer Address History 807 Complete Information for U.S. Address and U.S. Financial Institution ... ... 808 Complete Information for Foreign Address and No U.S. Financial Institution ... 811 Complete Information for Foreign Address and U.S. Financial Institution ... 812 ... s of Making Travel Arrangements ... ... ... 815 Method ... ... Make Travel Arrangements Introduction 815 ... Methods of Making Travel Arrangements ... ... ... 815 Access Travel Arrangements ... ... ... ... 815 Submit Expenses Introduction ... ... ... 819 ... ... ... ... 820 NSF Policy on Expense Reimbursement Meeting Sign - In ... ... ... ... 825 Answering Transportation Questions ... ... ... 829 834 Prepare a Panel Review ... ... ... ... IPS Layout ... ... ... 840 ... ... Awards ... ... ... ... ... 855 Honorary ... ... ... ... 855 Honorary Awards Introduction ... ... ... ... 855 Register for Honorary Awards ... Criteria for Alan T. Waterman Award Award ... ... 862 View National Medal of Science ... ... ... ... 906 Pu blic Service Award ... ... ... ... 952 Fellowships Postdoctoral and Other Programs ... ... ... 953 Introduction to Postdoctoral Fellowship and Other Programs ... 953 ... 56 ... ... 9 NSF Postdoctoral Fellowships and Other Programs ... ... ... ... General ... 956 Process View Award - Specific Program Announcement ... ... ... 957 How to Apply (for Applicants) ... ... ... 963 ... How to Apply (for Sponsoring Scientists) ... ... ... 964 ... Write a Letter of Reference ... ... ... 965 977 View Past Award Winners ... ... ... ... 4

5 FastLane Help Postdoctoral Fellowship ... ... ... . 978 Contacts ... Technical Help Introduction ... 979 ... ... ... ... ... 979 Acceptable Formats for FastLane ... Formats for FastLane ... ... ... 979 Recommended ... Add a Link to FastLane ... ... 981 ... ... 981 ... ... Adobe Reader for FastLane ... ocked PDF Producers ... ... ... ... 981 Bl Browser Compatibility and Accessibility Software ... ... ... 989 Web Microsoft XP or Windows 7 Operating Systems ... ... 989 Windows ... System ... ... ... 990 Mac Operating Accessibility Software Support ... ... ... 990 FastLane ... ... ... ... General 991 ... Upload the File ... Select ... ... 991 and ... Proofread the Document ... ... ... 992 ... 992 Publish Or Resubmit ... ... ... ... Generate PDF Files ... ... 992 ... ... ... ... 993 ... Create and Upload a PDF Document ... ... ... Create and Upload a PDF Document 993 Settings ... ... 994 Do Not Use Adobe Acrobat Encryption or Security and ... ... Security ... ... 997 Privacy NSF FastLane Security and Privacy ... ... ... ... 998 ... ... Use of NSF ID and Social Security Numbers 998 ... FAQs ... ... ... ... 998 ... FastLane FAQs Introduction ... ... ... ... 998 ... Authorized Organizational Representative (AOR) FAQs ... 999 Interactive Panel System FAQs ... ... ... ... 1000 ... ... . 1002 Notifications and Requests FAQs ... ... ... ... Principal Investigator (PI) Functions FAQs 1003 Proposal Preparation FAQs ... ... ... ... 1005 Project Reports System ... ... ... ... 1006 Sponsored Project Office Representative (SPO)/Authorized Organizational Representative (AOR) ... ... Functions FAQs ... 1006 ... FAQs Introduction ... ... ... ... 1008 Technical 1009 Technical FAQs – General ... ... ... ... 5

6 FastLane Help ... – Printing Technical FAQs ... ... ... 1010 1012 Technical FAQs – Proposal Preparation ... ... ... 6

7 FastLane Help Welcome the FastLane Help to System Click here for the 508 - compliant version of the FastLane Help System . Note: FastLane users is located for in the FastLane Help System. All help applications, links to help topics now go directly Inside FastLane’s to the relevant topic in the FastLane Help System. and help topics on the FastLane Help Page links are fully incorporated into the FastLane Help All other System. The help system contains quick links to the Grant Proposal Guide , the Award & Administration the the Guide , News and Updates, and to any help on outside FastLane Help Page that takes the user FastLane system. The purpose of this change is to enable you to find the specific help you need — fast! can You search the entire FastLane Help System to quickly locate the help topic that you need. You can through the also find relevant help topics in system - wide Table of Contents or by searching for a keyword system - wide Index. the We will continually update the FastLane Help System in step with changes to FastLane applications. 7

8 FastLane Help Search FastLane Help for you need in the FastLane Help for Proposal Functions: the precise help There are three ways to get with specific help for a keyword Search • Look in the Table of Contents • Check the Index for keywords • FastLane for Help Contact FastLane Help System is the centralized location The for all the guidance you need in your interaction with See Search for Help to learn how NSF through FastLane. find the help you need — fast . to Help Desk is also available to help you: 7 AM to 9 PM Eastern Time, Monday through Friday The FastLane federal holidays): (except for Email the Help Desk • [email protected] . at • If your inquiry is an emergency or requires a response in the near term to meet deadlines, call 1 - 800 - 673 - 6188. To recording To hear the give on FastLane availability, call 1 - 800 - 437 - 7408. feedback comments, see FastLane System Comments . or request support, see Technical Support Service Request . To Technical Support Don’t use FastLane System Comments or the Note: Service Request to submit FastLane text or files. & Proposal & Award Policies Procedures Guide (PAPPG) regarding Consult the Proposal & Award Policies & Procedures Guide (PAPPG) , for all of your questions on NSF policy NSF preparing a proposal and policy on awards. This link takes you outside of FastLane. NSF Updates Sign up for NSF Updates to receive notifications about new content posted on the NSF website. Notification can received be via the system, "NSF Update". and Updates News Click a link to find FastLane and also access current or recent FastLane Advisories. out what’s new in • Current Advisories (FastLane Homepage) 8

9 FastLane Help FastLane Introduction to Introduction to FastLane contents Print of the Introduction to FastLane book . is the National FastLane Foundation's (NSF) online website through which we conduct our Science relationship researchers and potential researchers, reviewers, to research administrators and their and organizations. for In collaboration with NSF, more than 400,000 people use FastLane each year. See Activities Overview that a brief description of the many activities researchers carry out inFastLane. top of Most work in FastLane is carried out in the modules that are displayed in the menu at the the (Figure FastLane Page screen Home 1). Figure 1 FastLaneHome Page screen. The links to FastLane’s modules are circled. The FastLane modules are: • Awards, and Status Proposals, Proposal Review • 9

10 FastLane Help Panelist Functions • Research • Administration Financial Functions • • Awards Honorary Graduate Research Fellowship Program • Postdoctoral Fellowship and Other Programs • to a link above Click find out: on • roles that work in the module’s applications The • Purposes and activities of each module and its applications the guidance for For detailed proposals and awards, see NSF Proposal & Award Policies &Procedures Guide (PAPPG) Activities Overview FastLane covers the full range of transactions between a research organization, its researchers, you Below are the major activities NSF. can conduct in FastLane, depending upon your role and and objective. For the Public and First - Time User Funding Trends • Awards and Search NSF • • Submit nominations and letters of references for awards • Register with FastLane • on the FastLane Demonstration Site Work and Educator For the Researcher • a letter of intent in response to an NSF solicitation Prepare • and update a proposal Prepare Check on proposal status • • Prepare post - award notifications and requests to NSF • a proposal for Sponsor a postdoctoral fellowship • Submit letters of reference for a proposal For NSF Reviewers Panelists and • Review a proposal to • Participate in a panel make proposal - funding recommendations to NSF • and EFT arrangements to participate in a Make travel panel For Your Organization’s Sponsored Project Office • Review and edit letters of intent, proposals, proposal file updates, revised budgets and post - award requests the NSF accounts • Manage members of your research organization for For Your Organization’s Business Office • Request electronic funds transfers from NSF for an award Report • Prepare and submit the required quarterly Financial Cash Transaction 10

11 FastLane Help For Organization’s Authorized Your Representative Organizational revised submit letters of intent, proposals, proposal file Certify, sign, budgets and post - and updates, requests award a proposal that has already been submitted to Withdraw NSF Awards, and Status Proposals, Status Proposals, Awards, and Status is Proposals, Awards, the module where the Principal Investigator (PI) and Co - PIs do the following: and • Carry out all activities associated with proposal preparation • Carry out all administrative activities associated with an award. with Proposals, Awards, and Status requires registration in FastLane. Working Roles following persons work in Proposals, Awards, and Status: The • Principal Investigator(s) (co) NSF, designated by the proposer, and The by individual(s) who will be responsible for the scientific approved - or technical direction of the project. See PAPPG Exhibit II information. 7 for further Other Authorized User (OAU) • An individual who is not a PI or Co - PI but is authorized to help prepare a budget, a revised budget or a PIN proposal file update. The OAU must have the proposal and ID number to access Proposals, Awards, and Status. Status Table 1 describes the applications in Proposals, Awards, and and the roles that use them. Table 1 Proposal, Awards, and Status Applications FastLane Who Activity Application file. - has on PI, Co NSF Change your profile information that PI Change Information PI Proposal Functions PI, Co - Letters Intent of Letter • Prepare a of Intent in PI response to an NSF solicitation. of • Forward a Letter Intent to the AOR submission. for 11

12 FastLane Help PI, Preparation Proposal Prepare • proposal. and a edit OAU PI, - Co Delete a proposal. • a proposal to Forward for • the AOR submission. - Co PI, Proposal Status • Check the of a submitted status PI proposal. View any existing reviews of a • submitted proposal. of the submitted proposal request Revise Proposal at Revise the budget of a the PI, Budget NSF Program Officer and forward for AOR approval. Co PI, - OAU Proposal File Update Revise a proposal after it has been submitted in accordance Proposal and Award with Policies and Procedures Guide(PAPPG) Chapter III.C. and forward for AOR approval Award Functions Co - Notifications and PI, • Prepare notifications and requests for changes PI Requests in the award. • Forward most requests to the AOR for submission. ( See the Proposal & Award Policies & Procedures Guide (PAPPG), Chapter X.A.3 for details on Requests for Prior Written Approvals and Chapter VII.A.2 for details on Grantee Notifications. ) Continuation Funding award. an Check the status of continuation funding for Status and print award documents, including View View/Print Award Documents cooperative agreements. funding award Supplemental an for and Prepare a request for supplemental Update - PI PI, Co Request Funding forward AOR approval. (See for Proposal & Award Policies & Procedures Guide (PAPPG) Chapter VI.E.4 for NSF policy on supplemental funding.) Accessing Proposals, Awards, and Status Registration Role What You Need for Access Required? Yes • • Principal (see PI with NSF as Registration Investigator (PI) your SPO) - Co • PI • Password 12

13 FastLane Help User Other Authorized SPO • Initial password from (OAU) • Proposal ID from PI • Proposal PIN from PI or • Password Award • Number from PI • Award PIN from PI as Independent Yes, Password Researcher independent researcher screen. Figure 1 Proposals, Awards, and Status Home Page Proposal Review Proposal Review Proposal Review is the module where an individual gains access to a proposal, for purposes of evaluation, and prepares and submits a review of the proposal to NSF (Table 1). are assigned to reviewers by an NSF Program Officer. Proposals Table 1 Proposal Review Applications Activity Who Application 13

14 FastLane Help for Proposal Complete and submit the form review of a proposal. Prepare Review Reviewer reference. Download Download/Save and save a proposal to your PC for Proposal Proposal View View proposal online in PDF format. a Proposal at Print and you for Request NSF to print and mail a proposal to NSF your review. Mail NSF and Mail Request NSF to make Create CD a CD at of a proposal and mail the CD to you for your review. file. Edit Reviewer on Change your profile information that NSF has Information See . Accessing Proposal Review Proposal Review is the module where an individual gains access to a proposal, for purposes Proposal Review of evaluation, and prepares and submits a review the proposal to NSF (Table 1). of by an NSF Program Officer. Proposals are assigned to reviewers Table 1 Proposal Review Applications See Accessing Proposal Review . Accessing Proposal Review Registration Need What You for Role Access Required? No Reviewer • Proposal number from NSF Program Officer Proposal PIN from NSF Program Officer • 14

15 FastLane Help Figure Proposal Review Home Page screen. 1 Panelist Functions Functions Panelist are qualified individuals NSF Panelists calls upon to deliberate and provide advice as a group to the program officer on funding recommendations for a set of proposals (Table 1). Table Panelist Functions Applications 1 Who Activity Application Interactive Panel Panel Work with fellow participants in a virtual conference or member review System to in a meeting at NSF, or a combination of both, proposals make recommendations for their funding and appoints a Lead Panelist, priority. who presents the (NSF proposals to the meeting, and a panel Scribe, who drafts and conclusions the final Summary of the deliberations reached by the panel.) Panel Review Prepare and submit System a review of a proposal that is before the meeting. Travel and to • Make travel arrangements Reimbursement attend a meeting at NSF. System • Submit requests for NSF reimbursement of costs incurred for travel to the meeting. . Functions See Accessing Panelist 15

16 FastLane Help Panelist Functions group qualified individuals NSF calls upon to deliberate and provide advice as Panelists are to the program a funding recommendations for a set on of proposals (Table 1). officer 1 Table Panelist Functions Applications Who Activity Application a Work with fellow participants in Panel virtual conference or Interactive Panel in System member a meeting at NSF, or a combination of both, to review proposals and make recommendations for their funding the presents priority. (NSF appoints a Lead Panelist, who panel Scribe, proposals meeting, and a who drafts to the final Summary of the deliberations and conclusions the reached by the panel.) Panel Review System Prepare and submit a review of a proposal that is before the meeting. Travel and Make travel arrangements to • Reimbursement attend a meeting at NSF. System • Submit requests for NSF reimbursement of costs incurred for travel the meeting. to Functions Accessing Panelist Registration Role What You Need for Access Required? No Panelist • Panel ID from NSF • Password from NSF 16

17 FastLane Help 1 Panelist Functions Home Figure screen. Page Research Administration Research Administration the Authorized Research Administration is the module where the Sponsored Project Office, Administrator Representative, and the Financial of a registered organization Organizational conduct transactions with NSF and manage organizational activities (Table 1). Research Administration Working in 17

18 FastLane Help persons work in Research Administration: The following Project Office (SPO) Sponsored for group at your or organization responsible management of FastLane and/or Research.gov The individual functions Organizational Representative (AOR) Authorized administrative official who on behalf of the proposing organization is empowered to make The of and organization to the conduct the a project that NSF is certifications and assurances can commit asked to support as well as being adhere to various NSF policies and grant requirements to Table Administration Applications 1 Research Application Activity Who Institutional Accounts Management NSF. with users new Register • Administrator and SPO passwords. Set • with other users and Assign user permissions. • to carry out permissions • Financial Assign more any of these or one Administrator Permissions. activities other SPO/AOR and Intent of Letters Intent Letter in of a Prepare • permissions users with an solicitation. to NSF response carry to out one or any • Return a forwarded Letter of these of more activities to the PI. Intent SPO AOR forwarded and Submit authored Letters of Intent to NSF Proposals/File SPO/AOR and other • forwarded Edit proposals, to permissions users with Updates/Supplements/ Proposal File Updates, Supplemental Funding out any one or Withdrawals carry Requests, and Withdrawals. of these activities more • Return forwarded PI. documents to AOR sign and submit and provide the Electronically required certifications for forwarded Updates, Proposals, Proposal File Supplemental Funding Requests and Withdrawals. View and print award documents, SPO/AOR and other Award Documents permissions to including cooperative with users agreements. or out any carry one more of these activities and other SPO/AOR Forwarded/Submitted • Edit forwarded revised permissions Budgets users with Revised to budget to NSF. any one or carry out Return • forwarded revised a activities these of more PI budget to 18

19 FastLane Help provide the AOR Electronically sign and submit and revised required certifications for forwarded budgets to NSF 19

20 FastLane Help Notifications SPO/AOR and other and notifications Prepare • and Requests to permissions users with in changes for requests an award. carry out any or one • Return forwarded requests to of activities more these PI. the ( See the Proposal & Award Policies & Procedures Guide for details (PAPPG), Chapter X.A.3 on Requests for Prior Written Chapter VII.A.2 for Approvals and ) details on Grantee Notifications. and Electronically and submit, sign provide the AOR certifications required notifications and requests for changes in an award for Organizational Reports active • awards View documents. • View the organization SPO/AOR and other permissions report. permissions to users with • submitted of list the View or one out any carry electronic documents waiting for activities more of these signature. status the • Check of recent proposals. • continuation funding. Check • submission of final Check project reports for an expired award. Research Administration Authorized Research Administration is the module where the Sponsored Project Office, the conduct Organizational Representative, and the Financial Administrator of a registered organization transactions with NSF and manage organizational activities (Table 1). Working in Research Administration requires registration with FastLane. Research Administration Accessing Registration What You Need for Role Access Required? email Sponsored Project Office (SPO) from registration Initial password Yes Representative from NSF 20

21 FastLane Help SPO from Initial password • Authorized Organizational (AOR) Representative Financial Administrator • Home Administration Figure Page screen. 1 Research Honorary Awards Awards Honorary writes Awards module, an individual submits a In new nomination or the Honorary and submits a reference for an - submitted nominee for any of the following already awards: • Alan T. Waterman Award outstanding young researcher in any field of recognize an science or engineering Annual award to by the National Science Foundation supported National Medal of Science • to Award "deserving of special recognition by reason of their outstanding contributions to individuals knowledge in the physical, biological, mathematical, or social and behavioral sciences" engineering, Award • Vannevar Bush service Annual award recognize an individual who, through public activities in science and technology, to an outstanding "contribution toward the welfare of mankind and has made nation" the • National Science Board Public Service Award have increased Annual award recognize people and organizations who to the public understanding of science or engineering Honorary Awards In the Honorary Awards module, an individual submits a new nomination writes and submits a reference for an or already - submitted nominee for any of the following awards: • Alan T. Waterman Award Annual award to recognize an outstanding young researcher in any field of science or engineering supported by the National Science Foundation Science • National Medal of 21

22 FastLane Help Award individuals "deserving of special recognition by reason of their outstanding contributions to to behavioral the physical, biological, mathematical, engineering, or social and sciences" knowledge in Vannevar Bush Award • to recognize an Annual award individual who, through public service activities in science and technology, has made an outstanding "contribution toward the welfare of mankind and nation" the • National Science Board Public Service Award understanding who of Annual award to recognize people and organizations have increased the public science or engineering Honorary Accessing Awards Figure 1 Honorary Awards Home Page screen. The Register Here link for Honorary Awards and the "Register and create your user Honorary Awards account" text link is circled. Postdoctoral Fellowship and Other Programs Fellowship and Postdoctoral Other Programs Postdoctoral Fellowship and Other Programs is the module where applicants and sponsoring scientists acquire an NSF offers (Table 1). overview of the postdoctoral programs 22

23 FastLane Help in Postdoctoral Fellowship and Other Programs does not require registration with FastLane; however, Working require and submitting a postdoctoral fellowship does proposal for registration in Reseach.gov. preparing a Roles following persons work in Proposals, Awards, and Status: The Applicant • a doctoral degree who is seeking funding for a research project under the aegis of an NSF Individual with program listing) program (see below for Sponsoring Scientist • Letter of Reference Writer • who has been Individual asked by an applicant to submit a letter of reference to NSF concerning the applicant and/or proposed Postdoctoral Fellowship project Table Postdoctoral Fellowship and Other Programs 1 Applications Application Who Activity postdoctoral and one of on Find the information the Applicant am an I Applicant including instructions for applying. other programs, am a Sponsoring Sponsoring I the information on one of the postdoctoral and other Find Sponsoring Scientist Scientists. Scientist programs and special information for I Letter of am Letter of Reference for a of Prepare and submit to NSF a Letter postdoctoral Fellowship Reference a applicant. Reference Writer Writer (required as an individual Register in Research.gov Individual Registration Applicant a for preparing a proposal for Postdoctoral Fellowship ). Awards, prepare to Status and Log in Proposals, to a - PI/Co Applicant Login PI Page proposal, once you have registered with FastLane. all available programs on Applicant Postdoctoral with Find information Available Programs Fellowships. and Sponsoring of Available for View analyses Analysis of available programs in PDF format Scientist Programs downloading. Postdoctoral Fellowships and Other Programs Accessing Registration What You Need Role Required? proposal, No Researcher a password required, but to prepare and submit No Proposals, you must work in Awards, and Status , where Applicant registration is required. Sponsoring from applicant Initial password No Scientist Letter of No from applicant Initial password Reference Writer 23

24 FastLane Help Glossary Authorized Organizational Representative - AOR official who, on behalf The of the proposing organization is empowered to make certifications and administrative to commit assurances, organization to the conduct of a project that NSF is being asked to support, as well as adhere the various NSF policies and grant requirements. to DUNS - Data Universal Numbering System Number Number and Bradstreet Information Services. number a nine - digit number assigned by Dun If your organization does not The DUNS is a DUNS number, you may have obtain one by calling Dun and Bradstreet at (866) 705 - 5711 or at http://fedgov.dnb.com/webform EFT - Fund Transfer Electronic When the EFT information is submitted, it is transferred securely to the NSF financial management system for use in payments to panelists and to organizations. making Financial Administrator FastLane user who has been given authority to grant Financial Functions permissions. Financial Users must The now into Research.gov to access the following Financial Services: Cash Requests, Cash Request log History, Grantee Update and EFT EFT Update History Grantee Proposal & Award Policies & Procedures Guide (PAPPG) contains The NSF &Award Policies & Procedures Guide (PAPPG) Proposal NSF’s proposal preparation and submission guidelines . Some NSF programs have program solicitations that modify the general provisions the PAPPG, and, in such cases, of the guidelines provided in the solicitation must be followed. cooperative The PAPPG also sets forth NSF policies and procedures regarding the award and management of grants and agreements and in the award terms and conditions, implements 2 CFR §200, Uniform Administrative conjunction with Audit Cost for Federal Awards. If the PAPPG Principles, and is silent on a specific area covered by Requirements, Requirements CFR200, the requirements specified in 2 CFR 200 must be followed. The PAPPG also implements other Public Laws, 2 (E.O.) Executive and other directives insofar as they apply to grants, and is issued pursuant to the authority of Section Orders of the Act 11(a) (42 USC §1870). NSF Password password is a 8 - 20 character authentication and A code used to log into PI/Co - PI Functions, Panelist access Functions, Research Administration, Financial Functions, and Honorary Awards . PIN - Personal Identification Number A six character alphanumeric that reviewers use to access Proposal Review (see Accessing Proposal Review ) and - Proposals, Other Authorized that User uses to access Proposals, Awards, and Status (see Accessing an Awards, and Status ). - PDF PDF Portable Document Format NSF converts your proposal and other documents that you create in FastLane into PDF files to ensure accurate viewing You need Adobe Reader to view any files across all platforms. that have already been submitted to NSF through FastLane (see Adobe Reader for FastLane ). You can also create and upload your own PDF files to FastLane (see PDF Files ). Generate PI/co - PI – Principal Investigator/Co - Principal Invest i gator(s) The individual(s) designated by the proposer, and approved by NSF, who will be responsible for the scientific or further information . A proposal can have at most four 7 for technical direction of the project. See PAPPG Exhibit II - 24

25 FastLane Help Co - PI Senior Personnel. - PIs. Other Senior Personnel can be added to the proposal as non Co Sponsored Projects Office - SPO of individual or group at an organization responsible for management FastLane or Research.gov functions. T he Proposal Deadlines a list of proposal submission deadlines For for current funding opportunities, see Active Funding Opportunities . takes you out of the FastLane system.) (This link Registration Need for Role What You Access Required? for Registration Public Honorary Awards System Home Page screen only Registration on account and password login for User Honorary Awards Proposal Functions Proposal Functions Introduction for Proposal Functions covers proposal activities FastLane Help all of the following roles: for Principal Investigator (PI) • • - PI Co Authorized User • Other Sponsored Project Office (SPO) • • Organizational Representative (AOR) Authorized Proposal activities include the following: • Intent Create and Submit Letters of • a Proposa l Prepare Submit Sign a and Proposal • Update a Submitted Proposa • l the Status of a Check Submitted Proposal • a and Print • Submitted Proposal View • Revise a Submitted Proposal Budget a Proposal • Withdraw Proposal Functions Log in to Functions Proposal Introduction Login Print the contents of the Log In to Proposal Functions book. Log in to FastLane's Proposal System by role: • and Co - PI Login PI Authorized • User (OAU) Login Other SPO and AOR Login • Principal Investigator (PI) or Co - Principal Investigator (Co - Proposal PI) to Login Functions 1. On the Proposals, FastLane Home Page screen (Figure 1), click Proposals, Awards, and Status . The (Figure 2). Awards, and Status screen displays 25

26 FastLane Help circled. Figure 1 FastLane Home Page screen. The Proposals, Awards, and Status link is screen. Figure 2 Proposals, Awards, and Status 26

27 FastLane Help In the PI/Co - PI Login section (Figure 2), Click on Sign In to Fastlane/Research.gov button, 2. You will be redirected to Research.gov Sign In page. Type in the boxes the following information: 3. NSF ID • National Science Foundation Identification number Your Password • Click the Sign In Button. Proposals, Awards and Status link under NSF 4. The Research.gov My Desktop page will be displayed. Click on FastLane Services. The Principal Investigator (PI)/Co - Principal 5. (Co - PI) Management screen displays (Figure 3). Investigator Management screen. PI) Figure 3 Principal Investigator (PI)/Co - Principal Investigator (Co - The link is circled. Proposal Functions 6. Click Proposal Functions (Figure 3). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions screen displays (Figure 4). Figure 4 Principal Investigator Management Proposal - Principal Investigator (Co - PI) (PI)/Co screen. Functions 27

28 FastLane Help Other Authorized User (OAU) Login to Proposal Functions Proposals, Awards, The 1. On the FastLane Home Page screen (Figure 1), click Proposals, Awards, and Status . Status screen displays and (Figure 2). Proposals, Awards, Figure 1 FastLane Home Page screen. The circled. and Status link is screen. Figure 2 Proposals, Awards, and Status 28

29 FastLane Help the OAU Login section (Figure 1), type the following information in the boxes: 2. In • Last Name ID • NSF National Science Foundation Your Identification number • Password • Proposal ID Proposal ID number that you received The from the Principal Investigator (PI) • Proposal PIN The Proposal PIN that you received from the PI OR • Number Award ID • NSF National Science Foundation Identification Your number • Award PIN The Award ID that you received from the Principal Investigator (PI) the 3. Click the radio button for one of following for the function you want to perform (Figure 2): Preparation • Proposal • Proposal Budget Revised Proposal File Update • Project Report • Click the Log 4. button (Figure 2). In you selected Proposal Preparation If the Form Preparation screen displays (Figure 3) for the proposal whose ID , and PIN you entered. See Prepare for instructions. Proposal Forms Figure 3 Form Preparation screen for the proposal. If you selected Revised Proposal Budget , the Proposal Revised Budget screen displays (Figure 4) for the proposal ID and PIN you entered. See View the Budget , Edit the Submitted Budget , and Refresh to the Last whose instructions. Submitted Budget for 29

30 FastLane Help for Proposal Revised 4 the proposal. Figure Budget screen you selected Proposal File Update , the Proposal File Update Control If displays (Figure 5) for the proposal screen whose ID and PIN you entered. See Create a Proposal Update , View and Edit an Update , View an Update Summary , Delete an Update , and instructions. Create an Update PIN for Update 5 Proposal File the Control screen for Figure proposal. Sponsored Project Office (SPO) Representative and (AOR) Authorized Organizational Representative to Login Functions Proposal 1. On the FastLane Home Page screen (Figure 1), click Research Administration . The (Figure 2). Research Administration screen displays 30

31 FastLane Help 1 FastLane Home Page screen. The Research Administration link Figure is circled. 2 Research Figure Administration screen. section (Figure 2), Click on 2. In the Login button, Sign In to Fastlane/Research.gov 3. You will be redirected to Research.gov Sign In page. Type in the boxes the following information: • NSF ID Your National Science Foundation Identification number Password • the Sign In Click button. link under NSF 4. The Research.gov My Desktop page will be displayed. Click on Research Administration FastLane Services. 31

32 FastLane Help 5. The Research Administration page will be displayed. Administration screen. 3 Research Figure Letters of Intent Intent of Letters Introduction the contents of the Letters of Print . Intent book NSF program solicitations require or request submission of a of intent (LOI) in advance of submission of a full Some letter The predominant reason for its use is to help proposal. NSF program staff to gauge the size and range of the competition, enabling earlier selection and better management of reviewers and panelists. The requirement to submit an LOI will be in the identified solicitation. Failure to submit a required LOI identified in a program solicitation may result in a full program See proposal being accepted or returned without review. not PAPPG Chapter I.D.1 for further information. a that You can create more than one Letter of Intent for a single program solicitation. However, a warning message displays Letter of been submitted for that solicitation. Intent has already Roles PI can The the following: do for Create a Letter of Intent • any solicitation that has requested or required it • Submit directly to the NSF Letters of Intent for certain types of solicitations of Intent • Forward a Letter to the SPO for those types of solicitations that require AOR approval The Sponsored Project Office (SPO)/ Authorized Organizational Representative (AOR) can do the following: Create a Letter of Intent for certain types of solicitations • to • View all Letters of Intent created by PIs in their organization, including those the PI directly submitted 32

33 FastLane Help NSF Edit of Intent forwarded by the PI • Letters Letter of Intent Submit (AOR only) • a to Return Letter of Intent a a PI • work on Letters of Intent, see one of the following for instructions: To a Letter of Intent Introduction • Create of Work on Saved Submitted Letters and Intent • a New Letter of Intent Create a Create of Intent Introduction Letter of Intent involves The a Letter process of four steps: creating Access the Letters of 1. Intent screen on the Create New LOI from Solicitation tab. See the Letters of Intent Screen as a PI or Access the Letters of Intent Screen as an SPO/AOR for Access instructions. Find the solicitation that you want to prepare Letter of Intent in response to. 2. a Step 2 Find a Solicitation . See and complete the Letter of 3. Intent. Access of What Information is Requested in the Letter of Intent? See and Complete the Letter Intent for instructions. the 4. Letter Process of Intent. for instructions: See one of the following • a New Letter of Intent Save a New Letter of Intent to the SPO • Forward Submit a New Letter • of Intent Create a Letter of Intent Introduction process of creating a The of Intent involves four steps: Letter 1. Access the Letters of Intent screen on the Create New LOI from Solicitation tab. See the Letters of Intent Screen as a PI or Access the Letters of Intent Screen as an Access SPO/AOR for instructions. 2. Find the solicitation that you want to prepare a Letter of Intent in response to. Find See Step 2 a Solicitation . Letter 3. and complete the of Intent. Access What Information is Requested in the Letter of Intent? and Complete the Letter of Intent for See instructions. Process the Letter of 4. Intent. the following for See one of instructions: • Save a New Letter of Intent • a New Letter of Intent to the SPO Forward a New Submit Letter of Intent • Step 1 Access the Letters of Intent Screen Access the Letters of Intent screen by role: • As a PI • As an SPO Access the Letters of Intent Screen as a PI 33

34 FastLane Help On the FastLane Home Page screen, log in as a PI to Proposals, Status, 1. (see PI/Co - PI Login ). The and Awards Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays (Figure 1). Management screen. Figure 1 The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Proposal Functions link is circled. (PI)/Co 2. Click Proposal Functions (Figure 1). The Principal Investigator PI) - Principal Investigator (Co - (Figure 2). screen displays Management Proposal Functions 34

35 FastLane Help Principal Investigator (PI)/Co - Principal Investigator 2 (Co - PI) Management Proposal Functions Figure Letters of Intent link is circled. screen. The 3. Click Letters of Intent (Figure 2). The Letters of Intent screen displays on the Create New LOI from Program Solicitation tab (Figure 3) with a listing of the available solicitations. You on have these options this screen: all program • solicitations View • Search for solicitations • View a program solicitation Letter of • Complete the Inten t 3 Figure tab. Letters of Intent screen on the Create New LOI from Program Solicitation Access the Letters of SPO/AOR Intent Screen as an 35

36 FastLane Help SPO/AOR the FastLane Home Page screen, log in to Research Administration (see On Login ). The Research 1. displays (Figure screen Administration 1). 1 Figure Research Administration screen. The Letters of Intent link is circled. screen Letters of Intent (Figure 1). The Letters of Intent 2. Click displays on the Edit/View LOI tab (Figure 2). Program Solicitation Figure 2 Letters of Intent screen on the Edit/View LOI tab. The Create New LOI from is circled. tab Program 3. Click the Create New LOI from Solicitation tab (Figure 2). The Letters of Intent screen displays on LOI the Create New solicitations. You have available from Program Solicitation tab (Figure 3) with a listing of these options: • View all program solicitations • Search for solicitations • View a program solicitation • Complete the Letter of Intent 36

37 FastLane Help tab. 3 Letters of Intent screen on the Create New LOI from Program Figure Solicitation Step 2 Find a Solicitation find a solicitation: There are three ways to • all solicitations View Search for • a solicitation • View a solicitation Program Solicitations View All Access the Letters of Intent screen 1. on the Create New LOI from Program Solicitation tab (Figure 1) (see Access ). SPO/AOR the Letters of Intent Screen as PI or Access the Letters of Intent Screen as an Figure 1 Letters of Intent screen on the Create New LOI from Program Solicitation tab. The View All button is circled. screen 2. Click the View All button (Figure 1). The Letters of Intent from displays on the Create New LOI in Program Solicitation tab, with all program solicitations listed the Available Program Solicitations section (Figure 2). You have these options: • View a program solicitation Intent • Complete the Letter of 37

38 FastLane Help 2 Letters of Intent screen on the Create New LOI from Figure Solicitation tab. All Program the available solicitations are listed. Search for Solicitations 1. Access the Letters of Intent screen on the Create New LOI from Program Solicitation tab (Figure 1) (see Access of Intent Screen as PI or Access the the Letters Letters of Intent Screen as an SPO/AOR ). Figure 1 Letters of Intent screen on the Create New LOI from Program Solicitation tab. The Search button is circled. any one 2. In the Search for Program Solicitations section (Figure 1), you can search for solicitations by or of the following: a combination Program Solicitation ID • Program Solicitation ID box (Figure 1), type the Program Solicitation ID. In the Program Solicitation • Title In the Program Solicitation Title box (Figure 1), type the Program Solicitation title. • NSF Organization In the NSF Organization See box (Figure 1), type the name of the NSF organization. http://www.nsf.gov/funding/research_edu_community.jsp for a listing of NSF organizations. Date • Letter of Intent Due Range In the In the box (Figure 1), type the start date for the date range. From To box (Figure 1), type the end date for the date range. of 3. Click the Search button (Figure 1). The Letters Intent screen displays on the Create New LOI from Program Solicitation tab (Figure 2) with the results of your search listed in the Available Program section. Solicitations 38

39 FastLane Help 2 Letters of Intent screen on the Create New LOI from Program Solicitation tab. Figure search results are The the Available Program in section. listed Solicitations See also: View All • Program Solicitations • View a Program Solicitation Intent 3 Complete the Letter of • Step a Program Solicitation View Access the Letters 1. of Intent screen on the Create New LOI from Program Solicitation tab (Figure 1) (see ). SPO/AOR Access the Letters of Intent Screen as PI or Access the Letters of Intent Screen as an Figure 1 Letters of Intent screen on the Create New LOI from Program Solicitation tab. The Program Solicitation ID is circled for a solicitation. the 2. In the row of Available Program Solicitation section, click the Program Solicitation ID (Figure 1) on (Figure for Program Solicitation you want to view. The link the the solicitation displays in a new window 2). 39

40 FastLane Help 2 Program Solicitation link Figure in a new window (circled) 3. format (Figure In the new window, click the title of the solicitation (Figure 2). The solicitation displays in PDF of those 3). You can also click on the link for the HTML or the text version to view the solicitation in either formats. Figure 3 Text of the solicitation in the new window. Adobe Acrobat Reader Note: If you need Adobe Reader to read the PDF file, click of at the bottom of the Letters screen. Intent See also: • View All Program Solicitations • Search for Solicitations Intent • Step 3 Complete the Letter of 40

41 FastLane Help Step 3 Complete Letter of Intent Form What Information is Requested in the Letter of Intent? See an overview of the requested or required for information. 1. Access the Letters of Intent screen on the Create New LOI from Program Solicitation tab (Figure 1) (see Access the Letters of Intent Screen as PI or Access the Letters of Intent Screen as an SPO/AOR ). The tab. Figure 1 Letters of Intent screen on the Create New LOI from Program Solicitation Create link is circled. 2. Determine which solicitation you want to create a Letter of Intent for (see Search for Solicitations , View All Program Solicitations , and View a Program Solicitation ). 3. In the Available Program Solicitations section of the Letters of Intent screen on the Create New LOI from for Program Solicitations tab (Figure 1), click Create on the row the solicitation that you want to create a (Figure 2). Letter of Intent for. The Create New LOI screen displays 41

42 FastLane Help Create LOI 2 screen. Figure In the Project Information section, in 4. Project Title box (Figure 2), type the Project Title of the Letter the Intent. of In the Synopsis box (Figure 2), type or copy and paste a synopsis of the proposed project. 5. 6. the Organizational Attribute drop - down list (Figure 2), choose the organizational From attribute (optional). Type messages to any or the following (Figure 2): 7. all of NSF division, NIH Institute, NASA, or DOE for • the primary assignment (optional) • NSF division, NIH Institute, NASA, or the second assignment (optional) DOE for in • The Program Officer who has expressed interest (optional) the project 8. the Point of Contact for NSF Inquiries In section (Figure 2), click the radio button for either of the following: • Use this user as point of contact (individual’s information is displayed already) • (alternate) name as point Use of contact 9. If you use the alternate point of contact: • In the First Name box alternate’s (Figure 2), type the first name. • Middle Initial box (Figure 2), type the alternate’s middle initial (optional). In the type the Last Name box (Figure 2), • alternate’s last name. In the • In the Telephone Number box (Figure 2), type the alternate’s telephone number. email address. • In the Email Address box (Figure 2), type the alternate’s section 10. In the Project PI (Figure 2), type the following: PI’s first name. • In the First Name box, type the 42

43 FastLane Help • Middle Initial box, type the PI’s middle initial (optional). In the In the • box, type the PI’s last name. Last Name your In the box, type the name of organization. • Organization In the Other Senior Project Personnel section (Figure 2), if you need to change information on Senior 11. or Personnel add or delete Senior Personnel , click the Add/Edit Personnel button. See Add/Edit Personnel instructions. for you need In the Organizations section (Figure 2), Participating to add or delete participating 12. if , click the Add/Edit Organizations button. See Add/Edit organizations for instructions. Organizations 13. After you have completed the Letter of Intent, you have these options: Save the Letter of Intent • (PI to the SPO only) • Forward the Letter of Intent Submit the Letter of Intent (AOR for all Letters of Intent and PI for some types of Letters of Intent) • What Information is Requested in the Letter of Intent? vary in their requirements for a Letter of Intent. FastLane displays only Solicitations information fields that those are required for the solicitation you are creating Letter of Intent for. the All Letters information: of Intent request this • the project Title of the project • Synopsis of Confirmation of the point of contact for NSF inquiries • the relevant information of The name and project PI • may also Letters of Intent for some Solicitations display fields for The any or all of the following: • other than the Comments Synopsis (always optional) • Answers one to three questions that the Program Officer presents for that solicitation to • Selection of an organizational attribute for your organization and • Selection of Primary Division, Secondary Division, - directorate/multi Tertiary Division for cross - disciplinary of Intent Letters to messages • the Program Officer Sending • Sending messages to relevant NSF divisions or other agencies for the primary and second assignment The Letter of Intent also may provide the opportunity to do the following: • edit the information Add or for Senior Personnel • Add or edit the information for organizations Add/Edit Personnel 1. Access the Create New LOI screen (Figure 1) 43

44 FastLane Help 1 LOI screen. The Add/Edit Personnel button Create is circled. Figure In the Other 2. Senior Personnel section (Figure 1), click the Add/Edit Personnel button. The Create LOI — Senior Personnel screen displays (Figure 2). Add/Edit Other 3. In the Other Senior Personnel section (Figure 2), complete the following: First Name box, type the • Senior Person’s first name. In the • Initial box, type the In the Senior Person’s middle initial (optional). Middle last name. • In the Last Name box, type the Senior Person’s • Organization Name box, type the Senior Person’s organization. In the type the Senior Department box, • In the Person’s department. • In the City box, type the city of the Senior Person’s organization. • In the State box, select the state of the organization from the drop - down list (required for United States only). down list. - • In the Country box, select the country of the organization from the drop 44

45 FastLane Help 2 Create LOI — Add/Edit Other Senior Personnel screen. The Add to List button is circled. Figure 4. Click the Add to List button (Figure 2). The Create the LOI — Add/Edit Other Senior Personnel screen displays section. You have (Figure 3) again with the name two of the added individual listed in the Existing Personnel new options: the Senior Person’s • information Edit • Delete a Senior Person 3 Figure Create LOI — Add/Edit Other Senior Personnel screen. The Edit link is circled. Information Edit the Senior Person’s 45

46 FastLane Help On the Create LOI — Add/Edit Other Senior 1. screen ( Figure 3 ), click Edit . The Create LOI — Add/Edit Personnel Other Senior Personnel screen displays (Figure 4) with the Senior Person’s information. Figure 4 Create LOI — Add/Edit Other Senior Personnel screen. The Save Changes button is circled. Personnel ). 2. Edit the information as you require (see Step 3, Add/Edit 3. Other Click the Save Changes button (Figure 4). The Create LOI — Add/Edit Senior Personnel screen displays again. Delete the Senior Person (Figure 5), click On the Create LOI — Add/Edit Other Senior Personnel screen Senior Delete in the row for the — to delete. The Create LOI Person whose name you want Add/Edit Other Senior Personnel screen displays (Figure section. 6) with the Senior Person’s name no longer listed in the Existing Personnel 46

47 FastLane Help 5 Create LOI — Add/Edit Other Senior Figure The Delete link is circled. Personnel screen. listed longer Figure 6 Create LOI — Add/Edit Other Senior Personnel screen with the Senior Person’s name no in the Existing Personnel section. Add/Edit Organizations 1) Access the Create New LOI screen (Figure 47

48 FastLane Help 1 Create New LOI screen. The Figure button is circled. Add/Edit Organizations The button. 1. In the Participating Organizations section (Figure 1), click the Add/Edit Organizations screen Create LOI — Add/Edit Participating Organizations 2). displays (Figure 48

49 FastLane Help Figure Create LOI — Add/Edit Participating Organizations screen. The FastLane Organization Search link is 2 circled. Click FastLane Organization Search (Figure 2) to find the 2. name of the participating organization as it is with FastLane. The FastLane Organization Search screen displays (Figure 3). registered Search FastLane Organization Search screen. The 3 Organization button is circled. Figure In the Organization Name box (Figure 3), type at 3. three letters of the organization you are least searching for. the radio button 4. for Click one of the following search criteria (Figure 3): text entered. • Begins with returns all organizations whose name begins with the • with returns all organizations whose name ends with the text entered. Ends organizations whose returns all Contains name contains the text entered. • 5. Click the Search Organization button (Figure 3). The FastLane Organization Search Result screen displays your (Figure 4) with a list of the organizations that meet search criteria. Organization Figure 4 FastLane circled. Search Result screen. The Select button is Click the radio button next to 6. name to select an organization (Figure 4). an organization button 7. Click the Select (Figure 4). The Create LOI — Add/Edit Participating Organization screen box. displays (Figure 5) with the name of the organization in the Organization Name 49

50 FastLane Help 5 Create LOI — Add/Edit Participating Organization screen. Figure Add to List button is circled. The List 8. Click the Add to displays button (Figure 5). The Create LOI — Add/Edit Participating Organization screen in the name of the organization listed (Figure 6) with the Existing Organizations section. You now have the . option to delete the organization Figure 6 Create LOI — Add/Edit Participating Organization screen. The Delete button is circled. Delete an Organization the On the Create LOI — Add/Edit Participating Organization screen ( Figure 6 ), in section, Existing Organizations to Delete on the row of the organization you want click delete. The Create LOI — Add/Edit Participating Existing Organizations Organization screen displays (Figure 7) with the organization’s name removed from the section. 50

51 FastLane Help 7 Create LOI — Add/Edit Participating Organization screen with the name of the organization no Figure longer in the Existing Organizations section. listed Step 4 Process a New Letter of Intent process a There are three ways to created Letter of Intent: newly of Intent • Save a new Letter • new Letter of Intent to the a SPO (PI only) Forward Submit a Letter of Intent (AOR only) • Save a New Letter of Intent 1. Access the Create New LOI screen (Figure 1) and complete the Letter of Intent information (see ). Intent Complete the Letter of 51

52 FastLane Help 1 Create New LOI screen. The Figure Save button is circled. 2. Click the Save button (Figure 1). The Confirmation LOI Saved screen displays (Figure 2) with the message that the Letter of Intent is now saved. The Letter of Intent is now listed in the section LOI Work in Progress Edit/View see the Letters of Intent screen on the of LOI tab (Figure 3). To work on the Letter of Intent again, Saved Access Intent as or Submitted Letters of Intent as a PI or Access Saved or Submitted Letters of an SPO/AOR . 52

53 FastLane Help Saved Confirmation Figure 2 screen. LOI Figure 3 Letters Intent screen on the Edit/View LOI tab. In the LOI Work in Progress section, the newly of circled. saved Letter of Intent is Forward a New Letter of Intent to the SPO the Only the PI has the option to forward a Letter of Intent to SPO. 1. Access the Create New LOI screen (Figure 1) and complete the Letter of Intent 53

54 FastLane Help 1 Create LOI screen. The Figure to SPO button is circled. Forward message a 2. Click the Forward to SPO button (Figure 1). The Confirm LOI screen displays (Figure 2) with the for you to confirm that you want to forward the SPO. Letter of Intent to 54

55 FastLane Help 2 Confirm LOI screen. The Figure to SPO button is circled. Forward displays button (Figure 3. Click the Forward to SPO (Figure 2). The Confirmation LOI Forwarded to SPO screen been 3) with the message that the Letter of Intent has forwarded to the SPO. 55

56 FastLane Help 3 Confirmation LOI Figure to SPO screen. Forwarded Letter of Intent Submit a New may submit An AOR Letter of Intent. any Intent, the A PI may directly submit Letters of Intent for certain types of solicitations. If a PI can submit a Letter of NSF button displays, rather than the Forward to Submit to SPO button, on the Create New LOI screen. 1. Access the Create New LOI screen (Figure 1) and complete the Letter of Intent information 56

57 FastLane Help Submit Create New LOI screen. The 1 button is circled. Figure Click the Submit 2. button (Figure 1). The Confirm LOI screen displays (Figure 2) with a message for you to NSF. confirm that you want to submit the Letter of Intent to Figure 2 Confirm LOI screen. The Submit button is circled. Submit 3. Click the (Figure 3) with button (Figure 2). The Confirmation LOI Submitted to NSF screen displays the message that the Letter of Intent has been submitted. 57

58 FastLane Help 3 LOI Submitted to NSF screen. Confirmation Figure and Submitted Letters on of Intent Work Saved Work Saved and Submitted Letters of Intent on these options in working on saved and submitted Letters of Intent: You have Search for Letters • of Intent • View Letters of Intent a Program Solicitation for a Letter of Intent • View Edit a Letter of Intent • a • Letter of Intent to the SPO (PI only) Forward a Letter of Intent to Submit NSF (AOR only) • of Intent PI • Return a Letter to the of • a Letter Delete Intent a Access Saved and Submitted Letters of Intent as Access PI or See Saved and Submitted Letters of Intent as an SPO/AOR to begin working. Access Saved and Submitted Letters of Intent Access PI Saved or Submitted Letters of Intent as a in 1. On the FastLane Home Page screen, log to as a PI Proposals, Status, and Awards (see PI/Co - PI Login ). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays (Figure 1). 58

59 FastLane Help PI) 1 Principal Investigator (PI)/Co - Principal Investigator (Co Figure Management screen. The - link is circled. Proposal Functions 2. Proposal Functions (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Click Management Proposal Functions screen displays (Figure 2). 2 Proposal Figure Management Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Functions of screen. The Letters Intent link is circled. The 3. Click Letters of Intent (Figure 2). the Letters of Intent screen displays on Create New LOI from Solicitation tab (Figure 3). 59

60 FastLane Help 3 Letters of Intent screen on the Create New Figure from Program Solicitation tab. The LOI Edit/View LOI tab is circled. 4. Click the Edit/View LOI tab (Figure 3). The Letters of Intent screen displays on the Edit/View LOI tab (Figure 4). You depending upon the status of the Letter have these options, of Intent: • Search for Letters of Intent • Edit a Letter of Intent or • Forward a Letter of Intent to the SPO Submit a Letter of Intent to NSF HTML format • View a Letter of Intent in • a Letter of Intent in PDF format View • a Program Solicitation View for a Letter of Intent • Delete a Letter of Intent (Click on any link above to see instructions for that action.) Intent screen Figure 4 Letters of Edit/View LOI tab. on the of Intent Access Saved or Submitted Letters as an SPO/AOR 1. On the FastLane Home Page screen, log in to Research Administration (see SPO/AOR Login ). The Research Administration screen displays (Figure 1). 60

61 FastLane Help 1 Research Administration screen. The Figure of Intent link is circled. Letters 2. Click Letters of Intent (Figure 1). The Letters of Intent screen displays on the Edit/View LOI have these options on tab (Figure 2). You this screen: • Search for Letters of Intent • Edit a Letter of Intent only) • Submit a Letter of Intent to NSF (AOR • a Letter of Intent Return to the PI • View a Letter of Intent in HTML format Letter of • View a Intent in PDF format • Solicitation View a Program for a Letter of Intent • a Letter Delete of Intent (Click on any link above to see instructions for that action.) Edit/View LOI tab. Figure 2 Letters of Intent screen on the 61

62 FastLane Help for and Submitted Letters of Intent Search for Saved Search Intent Letters of Submitted and Saved for Saved and Submitted Letters of Search Intent for saved and submitted Letters of Intent by role: Search a PI As • As an SPO/AOR • for Search Letters of Intent as a PI the Letters of Intent screen on the Edit/View LOI tab (Figure 1) (see Access Saved or Submitted 1. Access of Intent Letters as PI ). 1 Letters of Intent screen on the Figure Edit/View LOI tab. The Search button is circled. of 2. In the Search for LOIs section (Figure 1), you can search for Letters of Intent by any one or a combination the following: Letter of Intent ID • LOI ID box (Figure 1), type the Letter of In Intent ID. the Letter of Intent Title • the LOI Title box (Figure 1), Intent title. type the Letter of In • LOI Status the you want to search Select from the status drop - down list (Figure 1). for • Letter of Intent Due Date Range In the From box (Figure 1), type the start date for the date range. In the To box (Figure 1), type the end date for the date range. 3. Click the Search button (Figure 1). The Letters of Intent screen displays on the Edit/View LOI tab (Figure 2) with the results of your search in the LOI Work in Progress section. in Figure 2 Letters of Intent screen on the Edit/View LOI tab with the search results in the LOI Work 62

63 FastLane Help section. Progress as Letters of Search for an SPO/AOR Intent Access the Letters of Intent screen 1. on the Edit/View LOI tab (Figure 1) (see Access Saved or Submitted Letters of Intent ). as SPO/AOR Figure 1 Letters of Intent screen on the Edit/View LOI tab. The Search button is circled. 2. In the Search for LOIs section (Figure 1), you can search for of Intent by any one or a combination of Letters the following: • Letter of Intent ID In LOI ID box (Figure 1), type the Letter of Intent ID. the • Letter of Intent Title (Figure 1), In LOI Title box the type the Letter of Intent title. Status • LOI Select you want to search for from the drop - down the status list (Figure 1). Letter of Intent Due • Date Range In the From box (Figure 1), type the start date for the date range. In the To box (Figure 1), type the end date for the date range. • Project PI Last Name of Intent. In the Project PI Last Name box (Figure 1), type the last name of the PI who forwarded the Letter of 3. Click the Search button (Figure 1). The Letters Intent screen displays on the Edit/View LOI tab (Figure 2) with the results of your search in the LOI Work in Progress section. Figure 2 Letters of Intent screen on the Edit/View LOI tab with the search results in the LOI Work in section. Progress 63

64 FastLane Help View and Submitted Letters of Intent Saved Letters of Intent: There are three ways to view View all Letters of Intent • View a Letter of Intent in HTML format • Intent View a Letter of in PDF format • Search for Saved and Submitted Letters of Intent See also View All Letters of Intent 1. Access the Letters of Intent screen on the Edit/View LOI tab (Figure 1) (see Access Saved or Submitted Submitted Intent as a PI or Access Saved or Letters Letters of Intent as an SPO/AOR ). of circled. Intent screen Figure 1 Letters of on the Edit/View LOI tab. The View All button is Click the View All button (Figure 1). The Letters 2. of Intent screen displays on the Edit/View LOI tab (Figure 2) with a full listing of all Letters of Intent in the LOI Work in Progress section: Letters • For the PI, all Letters of Intent created by the PI, including to of Intent that have been forwarded the SPO or submitted to NSF • For the SPO/AOR, all Letters of Intent created by the SPO’s organization Intent. Figure 2 Letters of Intent screen on the Edit/View tab with a full listing of all Letters of 64

65 FastLane Help See also: View Letter of Intent in a HTML Format • View • a Letter of Intent in PDF Format a Letter of Intent in View Format HTML the Letters of Intent screen on the Edit/View 1. Access tab (Figure 1) (see Access Saved or Submitted LOI ). an SPO/AOR Letters of Intent as a PI or Access Saved or Submitted Letters of Intent as Figure 1 Letters of Intent screen on the Edit/View LOI tab. The LOI ID number is circled for a Letter of Intent. in 2. In the LOI Work Intent that Progress section (Figure 1), click the LOI ID number on the row for the Letter of you want to view in HTML format. The Letter of Intent displays (Figure 2). 65

66 FastLane Help Figure 2 Screen with the Letter of Intent displayed. of Intent a Letter View in PDF Format Submitted 1. Access the Letters of Intent screen on the Edit/View LOI tab (Figure 1) (see Access Saved or Letters Saved of Intent as a PI or Access or Submitted Letters of Intent as an SPO/AOR ). Letter of Figure 1 Letters of Intent screen on the Edit/View tab. The View PDF link is circled for a 66

67 FastLane Help Intent. View PDF on the row for the Click of Intent whose PDF you want to view (Figure 1). A new 2. Letter displays with screen the Letter of Intent in PDF format. 2 Screen with the Figure Letter of Intent in PDF format. Intent on the 3. Click the browser back button to return to the Letters of screen Edit/View LOI tab (Figure 1). Note: If you need Adobe Reader to read the PDF file, click Adobe Acrobat Reader at the bottom of the Letters of Intent screen (Figure 3). Figure of 3 Letters Intent screen on the Edit/View LOI tab. The Adobe Acrobat Reader link is circled. See also: • View All Letters of Intent HTML Format • View a Letter of Intent in 67

68 FastLane Help View Program Solicitation for a Letter of Intent the the Letters of Intent screen 1. Edit/View LOI tab Access (Figure 1) (see Access Saved or Submitted Letters on the Intent as a PI or of Saved or Submitted Letters of Intent as an SPO/AOR ). Access 1 Letters of Intent screen on the Edit/View LOI tab. The Figure Solicitation ID is circled Program for a Letter of Intent. that you Intent 2. In the LOI in Progress section, click the Program Solicitation ID in the row for the Letter of for want view the program solicitation for (Figure 1). The link the solicitation displays in a new window to (Figure 2). Figure 2 Program Solicitation link (circled) in a new window new 3. In the (Figure window, click the title of the solicitation (Figure 2). The solicitation displays in PDF format those the text version (You can also click the link for the HTML or 3). to view the solicitation in either of formats.) 68

69 FastLane Help 3 Text of the Figure in the new window. solicitation If you need Adobe Reader to read Note: the PDF file, click Adobe Acrobat Reader at the bottom of the Letters of Intent screen (Figure 4). circled. Figure 4 Letters of Intent screen on the Edit/View LOI tab. The Adobe Acrobat Reader link is Letter a Saved Edit of Intent (see Access 1. Access the Letters of Intent screen on the Edit/View LOI tab (Figure 1) Letters Saved or Submitted Access ). of Intent as a PI or Saved or Submitted Letters of Intent as an SPO/AOR 69

70 FastLane Help 1 Letters of Intent screen on Figure Edit/View LOI. The Edit link is circled. the screen displays (Figure 1) on 2. Click Edit the row for the Letter of Intent that you want to edit. The Edit LOI in (Figure 2), and you can change any of the fields steps. the following 70

71 FastLane Help 2 Edit LOI screen. Figure In the Project Information section, in the 3. Project Title box (Figure 2), type the Project Title of the Letter of Intent. 4. In the Synopsis box (Figure 2), type or copy paste a synopsis of the proposed project. and the down 5. From the Organizational Attribute drop - organizational list (Figure 2), choose attribute (optional). Type messages to any or 6. all of the following (Figure 2): DOE for NSF division, NIH Institute, NASA, or • the primary assignment (optional) • NSF division, NIH Institute, NASA, or DOE for the sec ond assignment (optional) (optional) • The Program Officer who has expressed interest in the project 71

72 FastLane Help 7. the Point of Contact for NSF Inquiries section (Figure 2), click the radio button for either of the following: In information Use as point of contact (individual’s this user is displayed already) • Use (alternate) name as point of contact • If you use alternate point of contact: 8. the In the box (Figure 2), type the alternate’s first name. First Name • the In the Initial box (Figure 2), type Middle alternate’s middle initial (optional). • In the Last Name box (Figure 2), type the alternate’s last name. • • In the Telephone Number box (Figure 2), type the alternate’s telephone number. In the Address box (Figure 2), type the alternate’s email address. • Email In section Project PI (Figure 2), type the following: 9. the type the In the box, First Name PI’s first name. • In the Middle Initial box, type the PI’s middle initial (optional). • • Last Name box, type the PI’s last name. In the box, type the name of Organization your organization. • In the In the Other 10. Personnel section (Figure 2), if you need to change information on Senior Personnel or Senior or for add delete Senior Personnel , click the Add/Edit Personnel button. See Add/Edit Personnel instructions. Participating Organizations section (Figure 2), 11. In the you need to add or delete participating if organizations , click the Add/Edit Organizations button. See Add/Edit Organizations for instructions. a Saved Letter of Intent to the SPO/AOR Forward Letter Only a PI may forward a of Intent to the SPO. Submitted 1. Access the Letters of Intent screen on the Edit/View LOI tab (Figure 1) (see Access Saved or Letters Intent as a of PI ). Figure 1 Letters of Intent screen on the Edit/View LOI tab. The Forward link is circled. 2. In the LOI Work (Figure 1), click in Progress section Forward on the row for the Letter of Intent that you LOI want forward to the SPO. The Confirm to screen displays (Figure 2) with a message for you to confirm the SPO. that you want to forward the Letter of Intent to 72

73 FastLane Help 2 Confirm LOI screen with the message for you Figure to confirm that you want to forward the Letter of circled. Intent to the SPO. The Forward to SPO button is LOI Forwarded to 3. Click the Forward to SPO button (Figure 2). The Confirmation (Figure SPO screen displays been 3) with the message that the Letter of Intent has SPO. forwarded to the 73

74 FastLane Help Figure Confirmation LOI Forwarded to SPO screen. 3 a Letter of Intent to NSF Submit may submit certain types of Letters of Intent to NSF directly. An A PI may AOR submit any Letter of Intent. the Letters of Intent screen 1. on the Edit/View LOI Access tab (Figure 1) (see Access Saved or Submitted an SPO/AOR Letters of Intent as a PI or ). Access Saved or Submitted Letters of Intent as Figure 1 Letters of Intent screen on the Edit/View LOI tab. The Submit link is circled. section 2. In the LOI Work in Progress to (Figure 1), click Submit on the row for the Letter of Intent you want screen displays The Confirm LOI submit. (Figure 2) with the message for you to confirm that you want to Intent. submit the Letter of 74

75 FastLane Help Figure 2 Confirm LOI screen with a Intent for you to confirm that you want to submit the Letter of message NSF. to 3. Click the Submit button (Figure 2). The Confirmation LOI Submitted to NSF screen displays (Figure 3) with the submitted. message that the Letter of Intent has been 75

76 FastLane Help 3 Confirmation LOI Submitted to NSF screen. Figure to Letter of Intent Return a the PI the PI. Only an SPO may return a Letter of Intent to Access the Letters of Intent screen on the Edit/View 1. LOI tab (Figure 1) (see Access Saved or Submitted Letters of Intent as an SPO/AOR ). Edit/View LOI tab. 1 Letters of Intent screen on the Figure The Return link is circled. 2. In the LOI Work in Progress section (Figure 1), click Return on the row for the Letter of Intent that you want to return to PI. The Confirm LOI screen displays (Figure 2) the with a message for you to confirm that you want to PI. return the Letter of Intent to the 76

77 FastLane Help 2 Confirm LOI screen with the message for you to confirm that you Figure want to return the Letter of Intent to the PI. The Return to button is circled. PI of PI Intent 3. In the Comments for box (Figure 2), type a note to the PI on why you are returning the Letter (optional). PI 4. Click the Return to PI button (Figure 2). The Confirmation LOI Returned to the screen displays (Figure 3) with been returned. message that the Letter of Intent has 77

78 FastLane Help 3 Confirmation LOI Returned to Figure PI screen. Delete a Letter of Intent An SPO/AOR may only delete a Letter of Intent that the SPO/AOR has created. An SPO cannot delete a Letter has created. of Intent a PI LOI Access the Letters of Intent screen on the Edit/View 1. tab (Figure 1) (see Access Saved or Submitted Letters of Intent as a PI or Access Saved or Submitted Letters of Intent as an SPO/AOR ). Edit/View LOI tab. Figure 1 Letters of Intent screen on the The Delete link is circled. Click 2. screen Delete (Figure 1) on the row for the Letter of Intent that you want to delete. The Confirm LOI 2) with a displays (Figure Intent. message for you to confirm that you want to delete the Letter of of Click the Delete button (Figure 2). The Letter 3. Intent is deleted, and the Letters of Intent screen displays on the Edit/View LOI tab. 78

79 FastLane Help 2 Confirm LOI screen with a message for you to confirm that you want to delete Figure Letter of the Intent. The Delete button is circled. Prepare a Proposal a Prepare Introduction Proposal submit You must electronically prepare and For a proposal to the NSF through either FastLane or Grants.gov. instructions on submitting via Grants.gov, see the Grants.gov Application Guide. all For d Policies & Procedures Guide (PAPPG), Proposal & Awar instructions on the contents of a proposal, see the Chapter II . Who Prepares and Submits Proposals? 79

80 FastLane Help These individuals in preparing and submitting a proposal: may have roles Principal Investigator • (PI) - • PIs Co Authorized (OAUs) Other • Users • Office (SPO) representative Sponsored Project Authorized Organizational Representative (AOR) • you are a PI , you may take these actions in preparing and If a proposal: submitting a proposal • Create Edit a proposal • Give your SPO access to view and edit the • proposal access to view, edit Give your AOR the proposal • and submit you are an SPO , If you may take these actions: • View and edit a proposal forwarded by a PI you are an Authorized Organizational Representative (AOR), you may take these actions : If forwarded View, edit and submit the proposal by a PI • AOR must sign the proposal in the process of submitting it to NSF. An See Submit and Sign a Proposal Introduction for instructions. Prepare a Proposal Introduction must electronically prepare and submit a You proposal to the NSF through either FastLane or Grants.gov. For instructions on submitting via Grants.gov, Guide. see the Grants.gov Application For all instructions on the contents of a proposal, see the Proposal & Awar d Policies & Procedures Guide (PAPPG), . Chapter II Who Prepares and Submits Proposals? proposal: in preparing and submitting a These individuals may have roles • (PI) Principal Investigator • Co - PIs • Other Authorized Users (OAUs) representative • Project Office (SPO) Sponsored • Authorized Organizational Representative (AOR) If you are a PI , you may take these actions in preparing and submitting a proposal: • Create a proposal • Edit a proposal • Give your SPO access to view and edit proposal the • access to view, edit and submit the proposal Give your AOR you are an SPO , you may take these actions: If and edit a proposal • forwarded by a PI View If you are an Authorized Organizational Representative (AOR), you may take these actions : • edit and submit the proposal View, forwarded by a PI An AOR must sign the proposal in the process of submitting it to NSF. See Submit and Sign a Proposal Introduction for instructions. Functions Prepare a Proposal 80

81 FastLane Help Proposal Introduction Functions book the contents a Proposal Functions of the Prepare . Print these options for working on You have proposals: a new proposal • Create a proposal • Edit • a PIN to a proposal Assign • Check a proposal for completeness a or Remove SPO access to • proposal Allow a submitted proposal • Copy Create a New Proposal - . The 1. On the FastLane Home Page PI Login) screen, log in to Proposals, Awards, and Status as a PI (see PI/Co Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays (Figure 1). Management screen. Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) The link is circled. Proposal Functions Functions 2. Click Proposal Principal (Figure 1). The Investigator (PI)/Co - Principal Investigator (Co - PI) 2). Management Proposal Functions screen displays (Figure 81

82 FastLane Help Figure 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions screen. The Proposal Preparation link is circled. Information 3. Click Proposal Preparation (Figure 2). The Principal Investigator (PI) 3). screen displays (Figure Investigator Figure 3 Principal (PI) Information screen. The Prepare Proposal button is circled. Actions 4. Click either one of the Prepare Proposal buttons (Figure 3). The Proposal 82

83 FastLane Help (Figure 4). displays screen 4 Proposal Actions Figure The Create Blank Proposal button is circled. screen. displays 5. Click the (Figure 5). See Create Blank Proposal button (Figure 4). The Form Preparation screen on all Prepare Proposal Forms for instructions on how to work Form the proposal forms on the screen. Preparation 83

84 FastLane Help 5 Form Figure screen. Preparation Edit a Proposal ). The PI Login - 1. On the FastLane Home Page screen, log in to Proposals, Awards, and Status as a PI (see PI/Co - PI) Principal Investigator (PI)/Co - Principal Investigator (Co Management screen displays (Figure 1). 84

85 FastLane Help Investigator 1 Principal Investigator (PI)/Co - Figure (Co - PI) Management screen. The Principal link is circled. Proposal Functions 2. Click Proposal Functions (Figure 1). The Investigator (PI)/Co - Principal Investigator (Co - PI) Principal (Figure 2). Management Proposal Functions screen displays Figure 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions Proposal Preparation screen. The circled. link is (Figure Click Proposal Preparation 3. 2). The Principal Investigator (PI) Information screen (Figure 3). displays 85

86 FastLane Help 3 Principal Investigator (PI) Information screen. The Prepare Proposal buttons Figure circled. are either one of the 4. Click buttons (Figure 3). The Proposal Actions Prepare Proposal 4). screen displays (Figure Figure 4 Proposal screen. The Edit button is highlighted Actions 5. Highlight the proposal you want to edit from the Temporary Proposals in Progress (Figure 4). list 86

87 FastLane Help the Edit button (Figure 4). The Click Form Preparation screen displays (Figure 5) for that proposal. See 6. Proposal Forms for instructions on how to work on all the forms Prepare on the Form Preparation screen. 5 Form Preparation screen for the Figure proposal you have selected to edit. Assign a PIN to a Proposal not a You can assign a Personal Identification Number (PIN) to a proposal. An Other Authorized User (OAU), who is PI Co - PI, needs a proposal’s PIN to log in to or Proposals, Awards, and Status and work on the proposal (see OAU Login ). Access 1. a the Proposal Actions screen (Figure 1) (see Steps 1 through 4 of Create a New Proposal , Edit Create ). Proposal , or a New Proposal from a Template 87

88 FastLane Help 1 Proposal Actions screen. Figure Proposal PIN button is circled. The 2. In the Temporary Proposals in Progress list (Figure 1), highlight the proposal that you want to assign a PIN to. that (Figure 2) for 3. Click the Proposal PIN button (Figure 1). The Proposal PIN Control screen displays proposal. 2 Proposal PIN Control screen. Figure 4. Type the PIN in the boxes provided (Figure 2). 5. Click the OK button (Figure 2). The PIN Changed for Proposal screen displays (Figure 3). Proposal screen. Figure 3 PIN Changed for 88

89 FastLane Help 6. the OK button (Figure 3). The Proposal Actions screen displays (Figure 1). See also: Click Create new proposal • a Edit a proposal • Check a proposal for completeness • a Allow or Remove SPO access to proposal • Copy a submitted • proposal Proposal for Completeness Check a can check the progress of a proposal’s preparation through the Check function. You is especially helpful if a This number of people — Co - PIs and Other Authorized Users — are working on the proposal. NSF for The results tell you what documents are missing and which of those missing documents are required of the proposal. consideration of Access the Proposal Actions screen (Figure 1) (see Steps 1 through 4 or Create a New Proposal 1. of Edit a Proposa l ). Figure 1 Proposal Actions screen. The Check button is circled. the 2. Highlight the proposal that you want to check from Temporary Proposals in Progress list (Figure 1). the 3. Click Check button (Figure 1). have not The Proposal Errors/Warnings screen (Figure 2) is displayed 4. a list of proposal items that with completed. been 89

90 FastLane Help 2 Proposal Figure screen. Errors/Warnings or Allow Sponsored Project Office Remove (SPO)/Authorized Organizational Representative (AOR) Proposal Access to a 4 of 1. Access the Proposal Actions screen (Figure 1) (see Steps 1 through a Create a New Proposal or of Edit ). Proposal 90

91 FastLane Help 1 Proposal Actions screen. The Figure Allow SPO Access button is circled. (Figure list 2. Highlight the proposal you want to give the SPO access to in the Temporary Proposals in Progress 1). 3. Click the Allow SPO Access button (Figure 1). Proposal Errors/Warnings 4. The (Figure 2). Screen is displayed Click the 5. Proceed button (Figure 2). 91

92 FastLane Help 2 Proposal Errors/Warnings screen. Figure Control Sponsored Project Office 6. (SPO) Access The screen displays (Figure 3) with these control options: Allow SPO to • view proposal • Allow SPO to view and edit the proposal AOR to view, edit, Allow and submit proposal • Figure Control screen. 3 Sponsored Project Office (SPO) Access Project If the SPO already has access to a proposal, the Sponsored Office (SPO) Access Control screen displays as in Figure 4 with these options: Allow SPO to view the proposal • • to Allow AOR view, edit, and submit proposal proposal • Remove all SPO access to this 92

93 FastLane Help Sponsored Projects Office (SPO) Access Control screen if 4 SPO already has access to Figure the proposal. the Sponsored Project Office (SPO) to Only View Allow a Proposal Control the Sponsored Project Office (SPO) Access screen (Figure 1) 1. Access Figure 1 Sponsored Project Office (SPO) Access Control screen. The Go button for Allow SPO to Only View Proposal . 2. Click the Go button for Allow SPO to Only View Proposal (Figure 1). A screen a displays (Figure 2) with message that the SPO can now view but not edit or submit the proposal. Screen Figure 2 with the message that the SPO can now view but not edit or submit the proposal. OK 3. Click the See also: button (Figure 2). The Proposal Actions screen displays. view, edit, Allow AOR to and submit a proposal • SPO • Allow to view and edit the proposal proposal • Remove all SPO access to this 93

94 FastLane Help Sponsored Project Office (SPO) to View and Edit the Proposal Allow Allow the Sponsored Project Office (SPO) 1. Access Control screen (Figure 1) (see Access or Remove SPO a Proposal to Access ). Figure 1 Sponsored Research Office (SPO) Access Control screen with the Go button for Allow SPO to View and Edit Proposal View Click the Go button for 2. SPO to and Edit But Not Submit Proposal (Figure 1). A screen displays Allow 2) (Figure proposal. with a message that the SPO can now view and edit but not submit the Figure 2 Screen with the message that the SPO can now view and edit proposal. (Figure Click the OK button 3. 2). The Proposal Actions screen displays. Authorized Allow Submit Organizational Representative (AOR) to View, Edit, and Proposal a (SPO) 1. Access the Sponsored Project Office Control Access screen (Figure 1) (see Allow or Remove SPO ). Access to a Proposal 94

95 FastLane Help 1 Sponsored Project Office (SPO) Access Control screen. The Go button for Figure Allow SPO to View, Edit, Submit Proposal is circled. and Click the Go button for Allow AOR to View, Edit, and Submit Proposal (Figure 1). A screen displays 2. 2) (Figure with a message that the AOR now has full access to the proposal and with a list of who will the individuals receive emails from FastLane on the proposal’s access status. new Figure 2 Screen with the message that the SPO now has the full access to the proposal and with the list of the NSF will notify of SPO’s access. people Click (Figure OK button 3. 2). The Proposal Actions screen displays. See also: the • Allow SPO to only view proposal but not submit view • Allow SPO to and edit the proposal this • all SPO access to Remove proposal Remove Sponsored Project Office (SPO) Access to a Proposal (Figure 1) 1. Access the Sponsored Project Office (SPO) Access Control screen 95

96 FastLane Help 1 Sponsored Project Office (SPO) Access Control screen. The Go button for Remove Figure Access to All SPO Proposal is circled. This On the Sponsored Research Office (SPO) Access Control screen (Figure 1), click the Go 2. for Remove All button SPO Access to This Proposal. A screen displays (Figure 2) with the message that SPO access to the proposal is blocked. 2 Screen with the message Figure access to the proposal is blocked. that SPO See also: 3. Click the OK button (Figure 2). The Proposal Actions screen displays. • SPO to only Allow view proposal but not submit • Allow SPO to view and edit the proposal proposal • Allow AOR to view, edit, and submit Copy a Submitted Proposal 1. . The PI Login On the FastLane Home Page screen, log in to Proposals, Awards and Status as a PI (see PI/Co - (Figure 1). Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays 96

97 FastLane Help 1 Investigator (PI)/Co - Principal Investigator (Co Figure PI) Principal Management screen. The - link is circled. Proposal Functions Click 2. Proposal Functions (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions screen displays (Figure 2). Management Proposal Functions Figure 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) is screen. The Proposal Preparation link circled. 3. Click Proposal Preparation (Figure 2). The Principal Investigator (PI) Information screen displays (Figure 3). circled. Figure 3 Principal Investigator (PI) Information screen. The View Submitted buttons are 97

98 FastLane Help Click either of the View Submitted buttons (Figure 3). The Submitted Proposals 4. displays screen 4). (Figure 4 Submitted Proposals screen. The Copy button is circled. Figure Highlight the proposal you want to copy the Submitted Proposals list (Figure 4). 5. from Click the Copy 6. button (Figure 4). If the proposal that is selected was submitted to the current PAPPG version, the screen displays (Figure 5) a message that the proposal you selected is now copied to a new work in submitted a progress Temporary Proposal Number. If the proposal was with to an older PAPPG v ersion, not screen displays (Figure 5.1) a message that the proposal that you selected cannot be copied as it does be created belong to current the PAPPG . A new Proposal can via the “Prepare Proposal” process. Figure a 5 Screen with the message that the proposal is copied as a new proposal in progress with button Temporary Proposal Number. The OK circled. is as Figure 5.1 Screen with message that proposal cannot be copied selected proposal does not belong to current PAPPG . (Figure 6). 7. Click the OK button (Figure 5 or 5.1). The Submitted Proposals screen displays 98

99 FastLane Help 6 Submitted Proposals screen. The Return to PI Information Page button is circled. Figure 8. To edit the copied proposal, click Return to PI Information Page button the screen (Figure 6). The Principal Investigator (PI) Information (Figure 7). displays are Figure 7 Principal Investigator (PI) Information screen. The Prepare Proposal buttons circled. (Figure 8). 9. Click one of the Prepare Proposal buttons (Figure 7). The Proposal Actions screen displays 99

100 FastLane Help 8 Proposal Actions screen with the newly copied proposal highlighted. The Edit button is circled. Figure Proposals the copied proposal in the Temporary 10. Highlight in Progress list (Figure 8). copied proposal. 11. See Click the Edit button (Figure 8). The Form Preparation screen displays (Figure 9) for the on all Prepare Proposal Forms for instructions on how to work screen. the forms in the Form Preparation 100

101 FastLane Help 9 Form Preparation screen for the Figure copied proposal. Proposal Forms Prepare Forms Proposal To complete the necessary information for a proposal, access the Form Preparation screen (Figure 1) (see Create a New Proposal Edit a Proposal ). The Form Preparation screen lists all the , proposal formats (click on a link below to see instructions): • Cover Sheet Table of Contents • • Cited References Budgets (Including Justification) • Other Facilities, Equipment, and Resources • • Deviation Authorization • of Suggested Reviewers List • Additional Single Copy Documents Project • Summary • Project Description • Biographical Sketches • and Pending Support Current • Supplementary Docs • Add/Delete Non - Co - PI Senior Personnel • Change PI • Link Collaborative Proposals • Proposal Classification Form 101

102 FastLane Help 1 Form Figure screen. Preparation Prepare Forms Proposal the contents of the Proposal Forms Print book . To complete the necessary information for a proposal, access the Form Preparation screen (Figure 1). The Form below Preparation screen lists all the proposal formats (click on a link to see instructions): • Cover Sheet • Table of Contents Cited • References • (Including Justification) Budgets Equipment, and Other Resources • Facilities, • Deviation Author ization • List of Suggested Reviewers • Additional Single Copy Documents Summary • Project • Project Description • Biographical Sketches • and Pending Support Current • Supplementary Docs • Add/Delete Non - Co - PI Senior Personnel • Change PI • Link Collaborative Proposals Form • Proposal Classification 102

103 FastLane Help Form Preparation screen. 1 Figure Sheet Cover Is the Cover Sheet? What components to the proposal Cover Sheet, and you major must complete them in the order There are four they appear that the Cover Sheet Components Form screen, as follows: in 1. Awardee & Project/Performance Site Primary Location Description/Announcement/Solicitation/ No . 2. Program NSF Unit 3. of Consideration 4. Remainder of Sheet the Cover a its components. You may want to print the Cover Sheet to gain quick overview of What the Cover Is Sheet? major components to the proposal Cover Sheet, and you must complete them in There are four the order that they appear in the Cover Sheet Components Form screen, as follows: & 1. Awardee Location Project/Performance Site Primary 2. Description/Announcement/Solicitation/ No . Program NSF Unit of Consideration 3. 4. Remainder of the Cover Sheet Sheet You may want to print the Cover to gain a quick overview of its components. Sheet Access and Print the Cover 103

104 FastLane Help Access the Form Preparation screen (Figure 1) (see Create 1. New Proposal ,or Edit a Proposal ). a screen. Figure 1 Form Preparation (Figure 1). The 2. Click the Go button for Cover Sheet Form Cover Sheet Components screen displays (Figure 2). 104

105 FastLane Help Print link 2 Cover Sheet Components Form screen. Figure is circled. The Click 3. in the right navigation bar (Figure 2). The Print Menu screen (Figure 3) displays. Print circled. Figure 3 Print Menu screen. The Go button for Cover Sheet is Sheet displays 4. Click the Go button for Cover Sheet (Figure 3). The Cover you (Figure 4) in PDF format. If . need to download Adobe Reader, see Adobe Reader for FastLane 105

106 FastLane Help Print icon 4 Cover Sheet in PDF format. The Figure is circled. Click the 5. Print icon in the toolbar of the PDF Cover Sheet (Figure 4). The Cover Sheet prints. (Figure 3). 6. Click the back button on the browser. The Print Menu screen displays Awardee & Project/Performance Site Primary Location You may change both the Awardee Organization and Project/Performance Site Primary Location as necessary. the 1. Access Steps Cover Sheet Components Form screen (Figure 1) (see Access and Print the Cover Sheet , 1 and 2). 106

107 FastLane Help 1 Cover Sheet Components Form. The Go button for Figure & Awardee Project/Performance Site Primary Location Selection is circled. 2. Click the Go button for Awardee for & Primary Performance Site Primary Location (Figure 1). The Institutions & This Proposal screen displays (Figure 2) with the information on the Awardee Performance Site Primary Primary Location. You have these options: • Change Awardee Location • Add/Change Project /Performance Site Primary 107

108 FastLane Help 2 Institutions for Figure Proposal screen. This Awardee & Project/Performance Site Primary Location Selection as necessary. You may change both the Awardee Organization and Project/Performance Site Primary Location Access 1. Access the Cover Sheet Components Form screen (Figure 1) (see Steps and Print the Cover Sheet , 1 and 2). 108

109 FastLane Help 1 Cover Sheet Components Form. The Go button for Figure & Awardee Project/Performance Site Primary Location Selection is circled. & 2. Click the Go button for Awardee for Primary Performance Site Primary Location (Figure 1). The Institutions & This Proposal screen displays (Figure 2) with the information on the Awardee Performance Site Primary Primary Location. You have these options: • Change Awardee • Add/Change Project /Performance Site Primary Location 109

110 FastLane Help Figure 2 Institutions for This Proposal screen. Location Add/Change Project/Performance Site Primary screen 1. Access the Institutions for This Proposal Performance Site (Figure 1) (see Awardee & Project/ Primary Location ). 110

111 FastLane Help Institutions for This Proposal screen. The Add/Change Primary Place of Performance button Figure 1 is circled. Click the Add/Change Primary 2. of Performance button (Figure 1). The Add/Change Primary Place of Place Performance screen displays (Figure 2), where you enter the Primary Place of Performance. 2 Add/Change Primary Place of Performance screen. The Performance Place of Figure Save Primary button is circled. 3. Either enter the Organization Name or click Same as Awardee Organization (Figure 2): Awardee • If the Same as Awardee Organization box is clicked, the Organization Name will match the Organization. • the full address for the Enter Primary Place of Performance If the Country selected is the United • States, a State must be selected. 4. Click the Add/Change Primary Place of Performance button (Figure 2). A screen displays (Figure 3) with been the message that the Primary Place of Performance has successfully saved. 3 Screen with message that the Primary saved. Place of Performance has been successfully Figure 5. Click the Go Back button (Figure 3). The Institutions for This Proposal screen displays (Figure 4) with you selected. the information for the organization 111

112 FastLane Help Figure 4 Institutions for This Proposal screen. The Primary Place of Performance section is boxed. Awardee Change 1. Access the Institutions for Project/Performance This Proposal screen (Figure 1) (see Awardee & ). Location Site Primary 1 Institutions for This Proposal screen. The Change Awardee button is circled. Figure 2. Click the Change Awardee button (Figure 1). The Institution Search screen displays (Figure 2), where you the organization. can search for and select 112

113 FastLane Help 2 Institution Search screen. The Locate Awardee button Figure is circled. Select the type of search option (Figure 2): 3. Begins • with returns all organizations whose name begins with the text entered. • Ends with returns all organizations whose name ends with the text entered. • Contains returns all organizations whose name contains the text entered. (Figure 2). (at least 4. Type in the text box the search string three characters) to search for Click the Locate Awardee button (Figure 2). The Institutions Located screen displays 5. (Figure 3). Figure 3 Institutions Located screen. The Select Awardee button is circled. 6. (Figure 3). Highlight the organization on the Institutions Located list A Click the Select Awardee button (Figure 7. 3). screen displays (Figure 4) with the message that the changed. Awardee Organization has been 113

114 FastLane Help Awardee 4 Screen with the message that the Figure Organization has been changed. Click the OK button (Figure 4). The Institutions for This Proposal 8. screen displays (Figure 5) with the information for the organization you selected. 5 Institutions for This Proposal screen. The Figure Organization section is boxed. Awardee Program Description/Announcement/Solicitation Number responding. You must select the applicable program description, announcement, or solicitation to which theproposal is If Proposal you are not submitting the proposal in response to any of these options, highlight — & Award Policies & Procedures Guide (PAPPG) on the Program Announcements and Solicitation Number list. requirement Compliance with this the is critical to NSF’s ability to determine the relevant guidelines for processing proposal. 1 1. Access the Cover Sheet Components Form screen (Figure 1) Steps (see Access and Print the Cover Sheet , and 2). 114

115 FastLane Help Go 1 Cover Sheet Components Form screen. The Figure button for Program Description Announcement/Solicitation/Program circled. No. is the Go button for 2. Click Announcement/Solicitation/Program Description No. (Figure 1). The Program a Program Announcements/Solicitation Number Selection screen displays (Figure 2) with every listing of NSF Program Announcement or Solicitation. current Figure 2 Program Announcement/Solicitation is Number Selection screen. The Select button circled. Program 3. Highlight the Program Announcement or Solicitation Number for the proposal from the 115

116 FastLane Help list (Figure 2). If the proposal Number is not in response to a Program Announcement/Solicitation — Proposal & Award Policies & Procedures Guide Announcement, highlight displays. the Select button (Figure 2). The Unit Selection Lists (Figure 3) screen Click 4. 3 Unit Selection Figure screen. Lists NSF Unit of Consideration selection Description/Announcement/Solicitation You must select the NSF Unit associated with your for Program Number. You cannot enter the NSF Unit of Consideration component on the Cover Sheet, until you have completed the Program Description/Announcement/Solicitation Number component (see Program Description/Announcement/Solicitation Number. for instructions). Unit Access the Selection Lists screen (Figure 1) in either of these ways: Choose a Program Announcement or Solicitation for the proposal (see Program • Description/Announcement/Solicitation Number for instructions). The Unit Selection List screen displays automatically. 116

117 FastLane Help Cover Sheet Components Form screen, click the On the Go button for NSF Unit Consideration. The • Lists Unit Selection screen if you have already completed the Program Description/Announcement/Solicitation Number section. 1 Unit Figure Selection Lists screen. following: On the Unit Selection Lists screen (Figure 1), you can do the Select the NSF Division • Program Select the NSF Primary • • Remove a Selected NSF Unit Select Program the NSF Primary screen 1. Access the Unit Selection Lists of Consideration (Figure1) (see NSF Unit ). 117

118 FastLane Help 1 Unit Selection Lists screen. The Figure Select Program button is circled. it. select 2. In the Programs list (Figure 1), highlight the program to screen 3. Click the Select Program button (Figure 1). The Unit Selection Lists the division displays (Figure 2) with and program you selected at the bottom of the screen. 118

119 FastLane Help 2 Unit Selections List showing the Figure NSF unit, which was added automatically once program was selected. the continue on the Unit Selections Lists screen 4. You can select secondary divisions and programs as you to require. Each time, NSF Units FastLane will show the appropriate NSF unit in the Current List of Selected section. a Remove Selected NSF Unit one unit You can only remove a unit if more than . displays in the Current List of Selected NSF Units Lists ). 1. Access the Unit Selection screen (Figure 1) (see NSF Unit of Consideration 119

120 FastLane Help 1 Current List of Selected NSF Units screen. The Remove button is circled. Figure the Current List of Selected NSF Units From (Figure 1), highlight the unit to be removed. 2. the (Figure 2) with 3. Click the Remove button (Figure 1). The Unit Selection Lists screen displays message that been the unit has removed. 2 now removed. Figure Unit Selection Lists screen with the unit 120

121 FastLane Help Remainder of Cover Sheet the Sheet Remainder of Cover the You Remainder of the Cover Sheet component until you have completed the first three cannot enter of the Cover components Sheet. Remainder of the Cover Sheet component consists of: The Information proposal pertinent to this specifically: • Proposal Title - Budget and Duration Information - Announcement and Consideration - PI Information - (automatically displayed) - Co - PI Information Previous NSF Awards - Other - Federal Agencies Awardee Organization - Primary - Place of Performance (automatically displayed) Other Information - Certifications the Authorized Organizational Representative (AOR) signs by electronically • signing the proposal (or for Authorized Organizational Representative Equivalent) or Individual - Certification Applicant - Drug - Free Workplace Certification - of Interest Certification Conflict - Debarment and Suspension Certification (the AOR section) must complete this - Regarding Lobbying (see " Disclosing Lobbying Activities ") Certification Certification for Contracts, Grants, Loans, and Cooperative Agreements - Certification Regarding Nondiscrimination - Flood Certification Regarding Hazard - Insurance - Regarding Responsible Conduct of Research (RCR) Certification Certification Regarding Organizational Support - - Certification Regarding Federal Tax Obligations Unpaid - Certification Regarding Federal Tax Liability - Certification Regarding Criminal Convictions Dual Use - Certification Regarding of Concern Research • Organizational Representative Information (which is Authorized automatically added when the AOR electronically signs the proposal) Work on the Remainder of the Cover Sheet This document shows you how to: of • Access the Remainder the Cover Sheet screen the • the Remainder of Print Cover Sheet screen Navigate the Remainder of the Cover Sheet screen • • Save your work on the Remainder of the Cover Sheet screen 121

122 FastLane Help 122

123 FastLane Help Access Remainder of the Cover Sheet Screen the Access the Cover Sheet Components Form (see Access and Print the Cover Sheet , Steps 1 and 1. screen (Figure 1) 2). 1 Cover Figure Sheet Components Form screen. The Go button for Remainder of the Cover Sheet is circled. 2. Click the Go button for Remainder of screen the Cover Sheet (Figure 1). The Remainder of the Cover Sheet work on: displays (Figure 2) with for you to these sections Proposal Title • Budget and • Duration • Announcement and Consideration • PI Information • Co - PI Information NSF • Previous Awards • Federal Agencies Other Awardee Organization • • Primary Place of Performance • Other Information • Certification • Authorized Representative section. Click on a link above for the instructions for that 123

124 FastLane Help 2 Upper portion of the Remainder Figure the Cover Sheet screen. The navigation links are of that circled appear at the top of each section. Remainder of Print the Cover Sheet Screen the browser On the Remainder of the Cover Sheet screen (Figure 2), use the Print command on your the to print entire screen. Navigate the Remainder of the Cover Sheet Screen the top On the Remainder of the Cover Sheet screen, use the navigation links at from of each section to go the screen. section to section (Figure 2 and Figure 3). These also include links to go to the top and bottom of 124

125 FastLane Help 3 Navigation links at the top of each section on the Remainder of the Cover Sheet screen. Figure Top of Page and Bottom The Page links are circled. of of Work on the Remainder Save Your the Cover Sheet Screen Click the OK button (Figure 4) at the bottom of the Remainder of the Cover Sheet screen every time you leave the Remainder of the Cover Sheet form screen to save newly entered information. (You have to type in only the Proposal Title to save the Remainder of the Cover Sheet .) A screen displays (Figure 5) with the message that the been saved. Cover Sheet has Figure 4 Lower portion of the Remainder of the Cover Sheet screen. The OK button is circled. Figure 5 Screen with the message that the Cover Sheet has been saved. Proposal Title valid, The title of the proposal must be brief, scientifically or technically technically intelligible to scientifically or NSF may literate readers, and suitable for use in the public press. edit the title of the project before making an limited award. The title is 180 to characters. the Access the Remainder of the Cover Sheet 1. (Figure 1) (see Access the Remainder of screen Screen Cover Sheet ). 125

126 FastLane Help Remainder 1 Title section of the Proposal of the Cover Sheet screen. Figure Type 2. the proposal title. See also: Budget and Duration Information • Announcement and Consideration • Co - PI • Information • Previous NSF Awards Other Federal Agencies • Awardee Organization • Other Information • Budget and Duration Information Access the 1. of the Cover Sheet screen (Figure 1) (see Access the Remainder of the Cover Remainder (Figure displays Sheet Screen ). Click Budget and Duration (Figure 1). The Budget and Duration section 2). Figure 1 Remainder of the Cover Sheet screen. The Budget and Duration link is circled. Figure 2 Budget and Duration the Information section of the Remainder of Cover Sheet screen. In the Requested Amount box (Figure 2), 2. amount only if you are not filling out the type the requested the Budget form Budget form. If you have filled out the Budget form, the amount you requested on 126

127 FastLane Help automatically in this box. displays In Proposal Duration box (Figure 2), type the duration in months for the which you have requested NSF 3. support. In Requested Start Date box (Figure 2), type the requested start date in mm/dd/yyyy format with the 4. the Please allow at least 6 months for the NSF review, slashes. processing, and decision process, except in special situations. Announcement and Consideration (see the Remainder of the Cover Sheet Access Access the Remainder of the 1. screen (Figure 1) Sheet Screen Cover ). 1 Remainder of the Cover Sheet screen. The Figure Announcement and Consideration link is circled. section Consideration 2. Click Announcement and Consideration (Figure 1). The Announcement and displays displays these sections: (Figure 2). FastLane automatically Program Announcement/Solicitation Number • Organization Unit Listed NSF • 2 Announcement and Consideration section Figure of the Remainder of the Cover Sheet screen. before Select the closing date from the Closing Date menu (Figure 2). 3. You must submit the proposal on or this date. Co - PI Information FastLane as NSF permits a maximum of four Co - PIs on a proposal. The Co - PI must already be registered with a PI Co - PI. or 1. Access the Remainder of the Sheet screen (Figure 1) (see Access the Remainder of the Cover ). Cover Sheet Screen 127

128 FastLane Help - 1 Remainder of the Cover Sheet screen. The Figure Co PI Information link is circled. Click Co - PI Information (Figure 1). The Co - Principal Investigator (Co - 2. Information section PI) displays (Figure 2). 2 Co - Principal Investigator (Co - PI) Information Figure section of the Remainder of the Cover Sheet screen. Type only add (Figure 2). 3. to the email address for each Co - PI that you want Remainder Click the OK button at the bottom of the 4. of the Cover Sheet screen. When the information is - Principal Investigator saved, the Co - Co (Co - PI) Information section displays as in Figure 3. You can remove a the check PI by clicking in PI. mark box for that Co - 128

129 FastLane Help Figure The Co - Principal Investigator (Co - PI) Information section of the Remainder of the Cover Sheet 3 Co with a check mark box to remove a - PI. screen • Other Information Previous NSF Awards Access the Remainder of the Cover Sheet screen (Figure 1) 1. (see Access the Remainder of the Cover Sheet Screen ). 1 Remainder of the Cover Sheet screen. The Previous NSF Awards link is circled. Figure Previous NSF Awards (Figure 1). The 2. Click NSF Awards section displays (Figure 2). Previous screen. Figure 2 Previous NSF Awards section of the Remainder of the Cover Sheet Click the radio button for either Renewal Accomplishment - Based Renewal if the proposal fits either 3. of or these categories (Figure 2). (Figure 2), type 4. In the previous Award Number box in the previous NSF Award Number if you have a previous award. the 5. Click and check mark box for preliminary proposal (Figure 2) if the proposal is preliminary a full proposal (Figure 2). not is a Type the Preproposal ID if the proposal proposal full 6. related to that prepreposal (Figure 2). Other Federal Agencies Access the Remainder screen of the Cover Sheet ). (Figure 1) (see Access the Remainder of the Cover Sheet Screen 129

130 FastLane Help Figure Remainder of the Cover Sheet screen. The Other Federal Agencies link is circled. 1 Other Federal Agencies 1. the Remainder of the Cover Sheet screen Click (Figure 1). The Other on displays (Figure 2). section Federal Agencies Figure Other Federal Agencies section of the Remainder of the Cover Sheet screen. 2 of In the boxes provided 2. (Figure 2), type the abbreviated name (10 characters maximum) any other federal agencies that you are submitting the proposal to. Awardee Organization the 1. Access the Remainder of the Cover Sheet screen (Figure 1) (see Access the of Remainder Cover Screen ). Sheet 1 Remainder of the Figure Sheet screen. The Awardee Organization Cover link is circled. Click Awardee Organization (Figure 1). The Awardee 2. Organization section displays (Figure 2). of Figure 2 Awardee Organization Information section the Remainder of the Cover Sheet screen. The Awardee Organization information automatically displays if you submitted this information when you or another person registered your organization. The cover requires the following information: • Organization name • Address • Organization code System (DUNS) number • Data Universal Numbering 130

131 FastLane Help • Identification Number (EIN) or Taxpayer Identification Number (TIN) Employer Management and Budget (OMB) issued a directive which requires proposers to provide a The Office of policy number when applying for a new award or renewal of an award under Federal DUNS or cooperative grants accordance with this mandate, NSF requires that institutions registering to use NSF’s electronic agreements. In valid and active System for Award a Management (SAM) registration and an active DUNS number. systems have your organization does not have a unique nine - digit DUNS number, contact Dun and If Bradstreet at (866) 705 - 5711 or http://fedgov.dnb.com/webform . Dun and Bradstreet will provide a DUNS number by telephone at no proposal. If the DUNS number is not on the Cover Sheet, you can add it when you submit the charge. your organization is a profit - If entity, you must certify this status by checking each of the organization making type boxes that apply. The options and the guidelines for each are as follows: • For Profit engineering A U.S. commercial organization, especially small business with strong capabilities in scientific or research education or Small Business • profit, privately owned, no more than 500 employees, and not For dominant in its field (Check this box also the proposal involves a cooperative effort between an academic organization and a small business.) when • Minority Business 51% owned by one or more minority or At disadvantaged least individuals (If a publicly owned business, at least one or more minority or disadvantaged individuals must own 51% of the voting stock. One or more such individuals must also control the management and daily business operations.) • - Owned Business Woman also owned by a woman At women who least 51% control it and operate it or Other Information 1. Access the Remainder of the Cover Sheet screen (see Access the Remainder of the Cover Sheet Screen ). Figure 1 Remainder of the Cover Sheet screen. The Other Information link is circled. (Figure 2). 2. Click Other Information (Figure 1). The Other Information section displays 131

132 FastLane Help of 2 Other Information section of the Figure the Cover Sheet screen. Remainder 1. Check the appropriate boxes (Figure 2), if the proposal includes any 3. of the items of Other Information. See the Proposal & Award Policies & Procedures Guide (PAPPG) chapter and section noted at the end of each item line are: for more information. The categories of Other Information Beginning Investigator • (see Disclosure of Lobbying Activities " • Disclosing Lobbying Activities ") • Proprietary and Privileged Information • Historic Places Assurance • Vertebrate Animals with IACUC App. Date or PHS Animal Welfare II.D.4) Number.(PAPPG Chapter • Human Subjects with Exemption Subsection, IRB App. Date or Human Subjects Assurance Number. Chapter (PAPPG II.D.5) Name International Activities Country • (select countries involved) in the boxes (Figure 2) Table of Contents 132

133 FastLane Help the Table the Table of Contents for you. You cannot edit generates of Contents. FastLane automatically Access the Form 1. screen (Figure 1) (see Create a New Proposal , or Edit a Proposal ). Preparation circled. Figure 1 Form Preparation screen. The Go button for Table of Contents is (Figure 2. Click the Go button for the Table of Contents Contents 1). The Table of 2). screen displays (Figure 133

134 FastLane Help 2 Table of Contents screen. This is a Figure - only form. view References Cited What Cited? Are References bibliographic References Cited is a listing of the references that you want to cite for a proposal. You may only include and may not add parenthetical information outside of citations the 15 - page Project Description. See PAPPG for Chapter II.C.2.e information. further Work on References Cited 1. Access the Form Preparation screen Proposal (Figure 1) (see Create a New Proposal or Edit a ) 134

135 FastLane Help circled. Figure 1 Form Preparation screen. The Go button for References Cited is Cited 2. Click the Go button for References (Figure 2). (Figure 1). The References Cited screen displays 135

136 FastLane Help Figure 2 References Cited screen. You have these options: box • Enter References Cited in the text Cited • Upload References Enter References Cited in the Text Box 1. Access the References Cited screen (Figure 1) (see Work on References Cited ). Figure 1 References Cited screen. The Save Text button is circled. text 2. Type in or copy and paste the References Cited in the box (Figure 1). A Click the Save Text button (Figure 1). 3. screen displays (Figure 2) with the confirmation message that the References Cited data is saved. 136

137 FastLane Help 2 Screen with the message Figure that the References Cited text is saved. displays. 4. Click the OK button (Figure 2). The Form Preparation screen Upload References Cited 1. Access the References Cited screen References (Figure 1) (see Work on Cited ). circled. Figure 1 References Cited screen. The Transfer File button is screen 2. Click the Transfer File button (Figure 1). The References Cited File Upload displays (Figure 2). See directions. Upload a File for Figure screen. 2 References Cited File Upload References Cited have already been uploaded, when you click If the Go button for References Cited on the Form these options: Preparation screen, the References Cited File Upload screen displays (Figure 3) with 137

138 FastLane Help • Current References Cited Display Delete Current References Cited • Upload a New References Cited (This option automatically replaces the already uploaded file.) • 3 References Cited File Upload screen if a Figure has already been uploaded. file Current References Cited Display the Display Click Cited button (Figure 3). The previously uploaded References Cited displays in Current References PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . Delete Current References Cited Click the Delete Current References Cited button (Figure 3). 1. A screen displays with a message for you to confirm that you want to delete the file. displays. 2. Click the OK button. The Form Preparation screen Upload a New References Cited directions in Upload a File . Uploading the new References Cited document automatically replaces the Follow a uploaded file. previously Enter a New References Cited in the Text Box a References Cited has already been uploaded If to enter a new References Cited in the text box, do and you want the following: References 1. Click the Delete Current Cited button (Figure 3). A screen displays with a message for you to confirm that you want delete the file. to 2. Click the OK button. The References Cited File Upload screen displays (Figure 2). 3. Return to the Form Preparation screen. box (Figure 1). text 4. Click the Go button for References Cited. The References Cited screen displays with the 138

139 FastLane Help Enter References in the Text Box for instructions. Cited See Budgets (Including Justification) Are Budgets Justification)? What (Including proposal must have a budget for each year that you are requesting NSF A It must also have a cumulative support. budget the full term of support you request from NSF. for Proposal & See Policies & Procedures Guide (PAPPG) the Chapter II.C.2.g for details including information on the Award various budget categories. You must also justify the proposed budget in the Budgets (Including Justification) component. The Budget Justification is limited to three pages per proposal. In the Budgets (Including Justification) component you can do the following: which you will submit • a year for Add a yearly budget • Enter the budget data for a year, either online or on a downloaded spreadsheet • Justify the budget a • budget from Copy one year for another year • Edit a budget • Add or change your organization’s personnel for whom you are requesting funds organization: You can add a sub recipient organization for the proposal and do the following for that • year for which you will submit a yearly budget for that organization a Add a budget for Create organization • that Copy a budget from one year for another year for that organization • Justify that organization’s budget • PI Change the organization for that • to • Change the sub recipient organization , and transfer the personnel and budget from the old organization the new You can also: • Add or delete personnel whom you are requesting funds for any organization for • Delete a budget year for any organization a • Delete organization sub recipient (Click on a link above for the instructions for that function.) To begin working on Budgets (Including Justification), see Create a Budget for instructions. Note: The sub recipient organization can access the budget either through the proposal PIN, a Co - PI at the sub as recipient circulation of the budget organization, or a spreadsheet. What Is the Budget Year Form? The yearly budget form presents the sections for information that are listed below. In no section are you required to supply information. Personnel Senior 139

140 FastLane Help Supply for each Senior Person: the following Title • on calendar • of the project Number months working Number of academic months working on the project • Number • of summer months working on the project you are requesting for that individual • Total funds Other Personnel the number of List personnel under the following categories: • Postdoctoral Scholars Other Professionals • Graduate Students • Undergraduate Students • Secretarial and Clerical • Other • the Postdoctoral Scholars and Other For enter: Professionals, • Number of calendar months working on the project months working of academic Number on the project • the summer • Number of total months working on the project Enter funds you for each category. are requesting Fringe Benefits any funds you are requesting Enter fringe benefits. for Equipment List each piece of equipment costing more than $5,000 that you propose to use for the project and the total funds you are requesting for each piece of equipment you list. Travel funds you Enter the categories: are requesting for any travel you propose for the project in these • Domestic travel (United States, Canada, Mexico, and U.S. Possessions ) • International travel Participant Support Costs List the total participant costs by: • Stipend • Travel • Subsistence • Other participants. Enter the number of 140

141 FastLane Help Other Direct Costs the requested in amount of funds any of these categories: Enter Materials • and supplies Publication costs/documentation/dissemination • Consultant services • • Computer services • Subawards • Other Costs Indirect Enter the following indirect costs: for • Item • a percentage Rate as Base amount in dollars • Residual Funds Enter the total amount of residual funds. If you are requesting further support for a current project, see the Proposal & Policies & Procedures Guide Award Chapter VI.E.2 . Cost Sharing on the proposal budget Inclusion of voluntary committed cost sharing is prohibited and, in almost all cases, Line M the will not available for use by be proposer. when cost sharing will only be required for NSF programs explicitly authorized by legislation, the Mandatory In those rare instances, National Science Board, or the NSF Director. cost sharing requirements will be clearly identified in the solicitation and must be included on Line M of the proposal budget. Proposers are advised not to exceed the mandatory solicitation. cost sharing level or amount specified in the Proposal & Award Policies & Procedures Guide Consult (PAPPG) Chapter II.C.2.g.xii for a full description. Create a Budget 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal , Edit a Proposal , or Create a Template New Proposal from a ). 141

142 FastLane Help 1 Form Preparation screen. The Go button Figure Budgets (Including Justification) is circled. for Click the 2. button for Budgets (Including Justification) (Figure 1). The Project Budget Go screen displays (Figure 2). The Project Budget is the gateway for creating a screen budget for your organization or for a partnering organization for the proposal. for There are three steps creating budget: a • Step 1 Add a year for which you will create the budget • Step 2 Enter the budget data — either in the online form or offline in an Excel spreadsheet • Step 3 Justify the budget Click on a link above for instructions for that step. Figure 2 Project Budget screen. Add a Year Step 1 142

143 FastLane Help Access the Project Budget screen (Figure1) (see Create a Budget ). 1. Project Budget screen. The 1 link is circled. Figure Add Year Click Add Year under the name of your organization (Figure 1). The Budget 2. Year Add screen displays (Figure 2) for your organization. 2 Budget Year Add screen. The Add button is circled. Figure Select New 3. a year to add from the Year to Add drop - down list (Figure 2). Highlight Year 4. Click the Add button (Figure 2). The Project Budget screen displays (Figure 3) with the year listed in the column for that your organization. The screen also displays Funds and Personnel links for budget year. Now for you are ready to enter the budget data that year. Year Figure 3 Project Budget screen with the 1 added for creating a budget. The Funds link and Personnel link are circled. Step 2 E n t e r the Budget Data 1. ). Access the Project Budget screen (Figure 1) (see Create a Budget 143

144 FastLane Help and the 1 screen. The Funds link Project Budget Spreadsheet Support link are circled. Figure Complete Step 1 Add a Year 2. you are ready to enter the budget data. You have these options for . Now the budget data: entering On • the Project Budget screen (Figure 1), click Spreadsheet Support to complete the budget offline . • On the Project Budget screen (Figure 1), click Funds on the line for that budget to enter the year budget data online . Complete Budget Offline the 1. ). the Budget Data Access the Project Budget screen (Figure 1) (see Step 2 Enter Spreadsheet 1 Project Budget screen. The Figure Support link is circled. 2. Click Spreadsheet Support (Figure 1). The Spreadsheet Support Select Organization screen displays (Figure 2). screen. The Figure 2 Spreadsheet Support Select Organization circled. Continue button is 3. Click the radio button for are creating the organization for which you the budget (Figure 2). (Figure 3). 4. Click the Continue button (Figure 2). The Spreadsheet Support screen displays 144

145 FastLane Help Spreadsheet Support screen. The Download link and the Upload link are circled. 3 Figure Click the Download button to the Spreadsheet template (Figure 3). 5. download Save the Excel spreadsheet to 6. your computer with a new name. 7. Enter the budget data into the Excel spreadsheet offline using the instructions accompanying the template. When finished, on the Spreadsheet Support 8. (Figure 3), upload the completed spreadsheet to screen . File Upload FastLane. See a Enter Budget Data Online Data Budget Enter Online the 1. Access the Project Budget screen (Figure 1) (see Step 2 Enter the Budget Data ). 1 Figure circled. Project Budget screen with the Funds link year 2. Click Funds on the line for the for which you want to create a budget (Figure 1). The Budget Year displays (Figure 2). screen 145

146 FastLane Help 2 Upper portion of the Budget Year screen with the navigating Figure for the Budget sections. links the Budget Screen Navigate Year The top of the Budget Year screen has links to all sections of the budget. To • navigate the Budget Year screen (Figure 2), click on any of the links to sections that you want to view or work on: - Senior Personnel - Other Personnel - Fringe Benefits Equipment - Travel - - Participant Support Costs - Other Direct Costs - Indirect Costs - Sharing Cost (Click on a link above for instructions on how to complete that section of the Budget Year screen.) button (Figure 3), and In each section, you can click the Calculate • FastLane will calculate the totals for that section. Calculate Figure 3 screen. button, for example, in the Participant Support Costs section of the Budget Year often at • Click the Calculate and Save button (Figure the bottom of the screen 4), to save the data as you screen. work through the different sections of the Budget Year 146

147 FastLane Help 4 Calculate and Save button bottom of the Budget Year screen. Figure at the Save and Calculate the See also . Budget Senior Personnel Access the Budget Year 1. (Figure 1) (see Enter the Budget Data Online ). screen circled. Figure 1 Budget Year screen. The Senior Personnel link is 2. Click Senior Personnel (Figure 1). The Senior Personnel section of the Budget Year screen proposal. displays (Figure 2) with a listing of the Senior Personnel assigned to the the Senior Personnel section Figure 2 Budget Year screen. of 3. For each individual listed (Figure 2), enter the following: • In the Title box, type the individual’s title. months • In the Calendar Months box, type the number of calendar the person will work on the project. In the Academic Months box, type the number of academic months the person will work on • the project. the • In the Summer Months box, type the number of summer months the person will work on project. 147

148 FastLane Help of the Funds Requested by the Proposer box, type the amount In funds requested for the individual (no • signs, no commas). dollar When you have finished typing the information for all senior personnel, click the 4. button Calculate (Figure 2) to calculate the total amount you are requesting for all senior personnel listed. All fields are optional. you need to add or delete personnel to the If Senior Persons list, click the Add/Remove Senior Personnel button Senior Person (Figure 2). The Budget Personnel screen displays (Figure 3). See Add a Senior Person or Delete a person. for adding or removing a senior instructions on Figure 3: Budget Personnel screen Other Personnel screen Access the Budget Year 1. (Figure 1) (see Enter the Budget Data Online ). Figure 1 Budget Year screen. The Other Personnel link is circled. 2. Click Other Personnel (Figure 1). The Other Personnel section of the Budget Year 1). screen displays (Figure 148

149 FastLane Help Other Personnel section of the Budget Year screen. Figure 2 : r each category of Type of Personnel (Figure 2), enter the following: of Personnel box, type the number of personnel in that category. In the Number the person will work on the project. In the Calendar Months box, type the number of calendar months Academic Months box, type the number of academic months In the the person will work on the project. • • In the Summer Months box, type the number of summer months the person will work on the project • Funds Requested by the Proposer box, type In the the amount of funds requested for the individual (no dollar signs, no commas). administrative and Consistent with 2 CFR § 200.413, the salaries of clerical staff should normally be treated as the indirect (F&A) costs. Inclusion of such costs on a proposal budget may be appropriate only if all of following are met: conditions project clerical services (a) are integral to a Administrative or or activity. (b) Individuals involved can be specifically identified with the project or activity. (c) Such costs are explicitly included in the approved budget or have the prior written approval of the cognizant NSF Grants Officer; and (d) The costs are not also recovered as indirect costs. of 3. have finished typing the information for all types When you other personnel, click the Calculate button (Figure 2) to calculate the total amount you are requesting for all other personnel. All fields are optional. Fringe Benefits 1. Access the Budget Year screen (Figure 1) (see Enter the Budget Data Online ). Budget Year screen. The Fringe Benefits link is circled. Figure 1 149

150 FastLane Help In the Funds Requested by Proposer box (Figure 2), type the amount of funds you are requesting for fringe benefits (no dollar signs, no commas). See 2 CFR § 200.431 for the definition and allowability of inclusion of fringe benefits on a proposal budget. s, and fringe benefits you Click the Calculate button (Figure 2) to total the amount of total salaries, wage are requesting. Travel Budget Year screen. Access the Budget Year screen. The Travel link is circled. Figure 1 : Click Travel (Figure 1). The Travel section of the Budget Year screen displays (Figure 2). Travel section of the Budget Year form screen. Figure 2 : In the Travel Domestic box (Figure 2), type the amount of total funds you are requesting for all domestic signs, no commas). Domestic travel includes travel for the project (no dollar travel within and between the U.S., its territories and possessions. all ( 1. In the Travel Foreign box Figure 2 ), type the amount of total funds you are requesting for international travel for the project (no dollar signs, no commas). Calculate 2. Click the total amount you are requesting button (Figure 2) to calculate the for all travel. Participant Support Costs ). Budget Data Online 1. Access the Budget Year screen (Figure 1) (see Enter the 150

151 FastLane Help Budget Year screen. The Participant Support Costs link is circled. 1 Figure Click Participant Support Costs (Figure 1). The Participant Support Costs section of 2. Budget Year screen the displays (Figure 2). 2 Participant Support Costs section Figure of the Budget Year screen. Under the 3. column (Figure 2), type the amounts you are requesting for costs of those who are Costs participants or trainees (but not employees) in connection with NSF - sponsored conferences. : commas). Stipends box, type the amount of funds for stipends • participants (no dollar signs, no In the for • In the Travel box, type the amount of funds for travel for (no dollar signs, no commas). participants signs, (no no • In the Subsistence box, type the amount of funds for subsistence for participants dollar commas). Other box, type the amount of funds for other costs • In the with participant support costs (no associated dollar signs, no commas). Any additional categories of participant support costs such as incentives, gifts, souvenirs, t - shirts and cognizant NSF memorabilia must receive the prior written approval of the Grants Officer per 2 CFR § 200.456. CFR Consistent with 2 are § 200.68, indirect costs (F&A) not allowed on participant support costs. of 4. the Number of Participants box (Figure 2), type the number In participants for whom you are requesting the funds. 5. Click the Calculate button (Figure 2) to calculate the total amount of funds for participant support costs. Other Direct Costs ). Budget Data Online 1. Access the Budget Year screen (Figure 1) (see Enter the 151

152 FastLane Help Budget Year screen. The Other Direct 1 link is circled. Figure Costs Click Other Direct Costs 2. Figure 2 ). The Other Direct Costs section of the Budget Year screen displays ( (Figure 2). 2 Figure Other Direct Costs section of the Budget Year screen. Type in the amounts you are requesting under the Funds Reque ted by Proposer s column (Figure 2): In the Materials and Supplies box, type the amount of funds for materials and supplies (no dollar signs, no of computing devices. See 2 CFR § 200.20 for a definition of computing commas), including the costs device. In the Publication Costs/Documentation/Dissemi nation • funds for publication box, type the amount of (no dollar signs, no costs, documentation, and distribution commas). • In the Consultant Services box, type the amount consultant services (also referred to of funds for 2 as Professional Service Costs, the allowability of which is outlined in dollar CFR § 200.459) (no signs, commas). no • In the Computer Services box, type the amount of funds for the cost of computer services where it is institutional policy to charge such costs as direct charges (no dollar signs, no commas). any subawards • In the Subrecipients box, type the amount of funds for no (no dollar signs, commas). direct Other box, type the amount of funds for any other • In the costs (no dollar signs, no commas). 3. Click the Calculate button (Figure 2) to calculate the total amount of funding for other direct costs. Indirect Costs to the PAPPG II.C.2.g (viii) For instructions on Indirect Costs, go 152

153 FastLane Help Cost Sharing ability to enter cost sharing will only be available for those solicitations where cost sharing is required. The (Figure 1) Access the Budget Year screen 1 Budget Year screen. The Figure Sharing link is circled. Cost (Figure 1). 1. Click Cost Sharing (Figure 1). The Cost Sharing section of the Budget Year screen displays Sharing Figure 2 Cost section of the Budget Year form screen. commas). 2. In the Proposed Level box (Figure 2), type the proposed level of cost sharing (no dollar signs, no the Save Calculate and Budget 1. Access the Budget Year screen (Figure 1) (see Enter the Budget Data Online ). Figure 1 Upper portion of the Budget Year screen. entering 2. Whenever you finish a session or when you have finished and the budget data, click the Calculate screen button at the bottom of the Budget Year Save (Figure 2). The calculated amount for the entire budget (Figure 3). for that year displays in the Amount of This Request section of the Budget Year screen 153

154 FastLane Help 2 Calculate and Save button (circled) at the of the Budget Year screen. Figure bottom 3 Amount of This Request section of the Budget Year screen Figure with the total amount of the budget for displayed. that year 2) Click the Go Back button 3. (Figure at the bottom of the Budget Year screen. The budget shown. Project Budget screen displays (Figure 4) with the total for that year 4 Project Budget screen. The budget total is for circled Figure the year you entered data. Step 3 Justify the Budget 1) 1. Access the Project Budget screen (Figure ). (see Create a Budget link Figure 1 Project Budget screen. The Budget Justification is circled. Click Budget 2. Justification (Figure 1). Justification Upload the Budget 154

155 FastLane Help for Justification File Upload screen displays (Figure 3). See Upload The File Budget directions. a 2 Budget Justification Figure File Upload screen. When Budget Justification has been uploaded, a the Budget Justification File Upload screen displays as in Figure 5. This screen gives you three options: • Display Current Budget Justification Justification • Delete Current Budget replaces a New Budget Justification (This option automatically Upload the already uploaded Budget • Justification.) screen Figure 5 Budget Justification File Upload if a Justification has been uploaded. Display Current Justification Budget Justification button. On the Budget Justification File Upload screen (Figure 5), click the Display Current 155

156 FastLane Help The uploaded Budget Justification displays in PDF format. If you need to download Adobe Reader, see previously FastLane Adobe Reader for . Current Budget Justification Delete screen (Figure 5), click the 1. Budget Justification File Upload On the Delete Current Budget Justification A screen displays with a message for you to confirm that you want to button. delete the file. 2. Click the Yes button. The Budget Justification File Upload screen displays as in Figure 4. Budget New a Justification Upload Budget directions in Upload a File . Follow Uploading a new the Justification automatically replaces the previous one. Copy a Budget from One Year for Another Year the If you have completed a budget for one year , you can copy that budget for another year. If you need to edit a copied see Edit budget, Budget . 1. Access the Project Budget screen (Figure 1) (see Create a Budget ). Figure 1 Project Budget The Add Year link is circled. screen. under 2. Click Add Year (Figure 2) for your organization’s name (Figure 1). The Add Year screen displays on your with two lists organization the page: The list of budget years you can add • to create a budget exists • The list of budget years for which a budget 156

157 FastLane Help Budget Year Add screen with a list of years to add (left) and a list of years for which 2 a budget Figure Add button and the radio button for (right). The a year are circled. exists Highlight 3. a year to add from the Select New Year to Add list (Figure 2). 4. On the right side of the Budget Year Add screen (Figure 2), click radio button for the year you want to the copy the budget from. copied budget 5. Click the Add button (Figure 2). The Project Budget screen displays (Figure 3) with the listed the year you selected. for Figure 3 Project Budget screen with the new budget listed for the newly selected year. Edit a Budget Budget 1. Access the Project Budget screen (Figure 1) (see Create a ). 1 Project Budget screen. The Funds link is circled for a budget year. Figure 2. Click Funds for the budget year that you want to edit. The Budget Year screen displays (Figure 2) for that year’s budget. 157

158 FastLane Help 2 Budget Year screen. Figure Edit the 3. budget as you require (see Enter Budget Data Online for instructions). 4. Click the Calculate and Save button at the bottom of the screen (Figure 3) when you are finished. Figure 3 Calculate and Save button (circled) at the bottom of the Budget Year screen. Add or Delete Senior Personnel Access the Project Budget screen (Figure 1. 1) (see Create a Budget ). circled. Figure 1 Project Budget screen. The Personnel link is 2. Click Personnel for the organization and budget year for which you want to add or delete the 2). personnel. The Budget Personnel screen displays (Figure 158

159 FastLane Help Budget Personnel screen with check marks next to the two senior 2 Save Figure persons. The circled. button is Senior Person Add a On the Budget Personnel screen 1. (Figure 2), click the check mark box of the person in the Personnel Available to Add list that you want to add as senior person for whom you are requesting funds. a (Figure 1). 2. Click the Save button (Figure 2). The Project Budget screen displays Delete Senior Person a On the Budget Personnel screen (Figure the 3), click the check mark box of 1. person in the Personnel Currently Assigned to Budget Year list that you want to delete. name Figure 3 Budget Personnel screen with the check mark by the of a senior person. The Save button is circled. See also: 2. Click the Save button (Figure 3). The Project Budget screen displays (Figure 1). 159

160 FastLane Help • a Budget Create Year Copy Budget from One Year for Another a • Edit a Budget • Delete a • Budget Year on a Budget for a Work Sub recipient Organization • Delete a Budget Year can You delete a budget year and all the data entered for it. 1) the Project Budget screen (Figure (see Create a Budget ). 1. Access Checked Project Budget screen. The Delete Figure 1 Year(s) button is circled. the 2. In delete. Delete column (Figure 1), click the check mark box for the budget year you want to a 3. Click the Delete Checked Year(s) button (Figure 1). A screen displays (Figure 2) with message for you to budget year. confirm that you want to delete this Figure 2 Screen with a message for you to confirm that you want to delete the checked budget year. The button is circled. Yes 4. Click the Yes button (Figure 2). The Project Budget screen budget screen displays (Figure 3) without that budget year. budget year. Figure 3 Project Budget screen without the deleted 160

161 FastLane Help Work on Budget for Subrecipient Organization Add a Subrecipient Organization separate budget should be provided for each subrecipient along with a description of the work A performed. the Project Budget screen (Figure 1. Access (see Create a Budget ). 1) Figure 1 Project Budget screen. The Add Another Organization link circled. is Click Add Another Organization (Figure 1). 2. The Current Budget Organizations screen displays (Figure 2) with all the budget organizations listed at the top. At the bottom of the screen is the link to search for the organization you want to add. screen. Figure 2 Current Budget Organizations You have options for searching for the organization you want to add: two name Search by • (Data Universal Numbering System) number DUNS • Search by Search by Name On the Current Budget Organizations 1. (Figure 2), select the search type option: screen • Begins with returns all organizations whose name begins with the text entered. • entered. Ends with returns all organizations whose name ends with the text organizations whose • returns all Contains name contains the text entered. 2. Type in the box the string (at least three characters) to search for. Click 3. the Search by Name button (Figure 2). The Name - Inst ID screen displays (Figure 3) (see Select from the Results the Organization ). 161

162 FastLane Help 3 - Inst ID screen. The Name Select button is circled. Figure by DUNS Number Search the Current Budget Organizations screen (Figure 2), type On the nine - digit DUNS number. 1. in Click the Search 2. DUNS button (Figure 2). The Name - Inst ID screen displays (Figure 3). by the Organization from Results Select the On the Name - 1. ID screen (Figure 3), highlight the name of the organization you want to add to the Inst from the list. project 2. Click the Select button (Figure 3). If the organization has a registered PI(s) , the displays Principal Investigation Designation screen (Figure 4). Principal Figure 4 Investigator Designation screen. The Select button is circled. the name In the Currently PI Is Set To list (Figure 4), highlight 3. of the person designated as the PI for the proposal. subrecipient 4. Click the Select button (Figure 4). The Project Budget screen displays (Figure 5) with the 162

163 FastLane Help organization and the first budget year added for the organization, although the budget has not yet added organization: completed. You can now take the following actions for this been a year Add the subrecipient organization • for Create a budget for the subrecipient organization for a • year • Copy a budget from one year to another year for the subrecipient organization subrecipient the for organization • Justify the budget Change the PI for the subrecipient organization • subrecipient • and transfer the personnel and budget from the Change the old to the new organization organization circled. Figure 5 Project Budget screen. The subrecipient organization section is Add a Subrecipient Organization A separate budget should be provided for each subrecipient along with a description of the work performed. Access the Project Budget screen (Figure 1. 1) (see Create a Budget ). Organization Figure 1 Project Budget screen. The Add Another circled. link is Click Add Another Organization (Figure 1). 2. The Current Budget Organizations screen displays (Figure 2) with all the budget organizations listed at the top. At the bottom of the screen is the link to search for the to organization you want add. 163

164 FastLane Help screen. 2 Organizations Current Budget Figure two options for searching for the organization you want to You have add: name • Search by Search by number DUNS (Data Universal Numbering System) • by Name Search On the Current Budget 1. Organizations screen (Figure 2), select the search type option: • Begins with returns all organizations whose name begins with the text entered. with returns • all organizations whose name ends with the text entered. Ends organizations whose returns all Contains name contains the text entered. • to search for. 2. Type in the box the string (at least three characters) Inst the Click the Search by Name button (Figure 2). The Name - ID screen displays (Figure 3) (see Select 3. Organization from the Results ). Figure 3 Name - Inst ID screen. The Select button is circled. DUNS Search by Number On the Current Budget Organizations screen 1. (Figure 2), type in the nine - digit DUNS number. Click 2. the Search by DUNS button (Figure 2). The Name - Inst ID screen displays (Figure 3). Results Select the Organization from the 164

165 FastLane Help the Name - Inst ID screen (Figure 3), highlight the name of the organization you want to add to the 1. On from the list. project 2. Click the Select button (Figure 3). If organization has a registered PI(s) , the the Principal Investigation Designation screen displays (Figure 4). 4 Principal Investigator Designation Figure screen. The Select button is circled. 3. In the Currently PI Is Set To list (Figure 4), highlight the name of the person designated as the PI for the proposal. subrecipient 4. Click the Select button (Figure 4). The Project Budget screen displays (Figure 5) with the organization and the first budget year added for the organization, although the budget has not yet added completed. You actions now take the following been for this organization: can • Add a year the subrecipient organization for • Create a budget for the subrecipient organization for a year • Copy a budget from one year to another year for the subrecipient organization • for the subrecipient organization Justify the budget Change the PI for the subrecipient organization • • Change the subrecipient organization and transfer the personnel and budget from the old to the new organization circled. Figure 5 Project Budget screen. The subrecipient organization section is 165

166 FastLane Help Add a Year for the Subrecipient Organization Access the Project Budget screen (Figure 1. (see Add a Subrecipient Organization ). 1) circled. Figure 1 Project Budget screen. The Add Year link for the subrecipient organization is Click Add Year under the name of 2. the subrecipient organization (Figure 1). The Budget Year Add screen that organization. displays (Figure 2) for Figure 2 Budget Year Add screen. The Add button is circled. Select 3. a year to add from the Select New Year to Add list (Figure 2). button 4. Click the Add Year the (Figure 2). The Project Budget screen displays (Figure 3) with the year listed in column for that organization. The screen also displays Funds and Personnel options for that budget year. 166

167 FastLane Help creating 3 Project Budget screen with Years 1 and 3 added for Figure a budget for a subrecipient organization. Create a Budget for the Subrecipient Organization the Project Budget screen Access Add a subrecipient Organization ). (Figure 1) (see 1 Project Budget screen. The Funds link and the Spreadsheet Support link Figure are circled. selected create budget for To a year, you have these options: a • On the Project Budget screen (Figure 1), click Funds on the line for that budget the budget year and enter the form provided. in data online On the Project Budget screen (Figure 1), click offline Spreadsheet Support to complete the budget • . After you have completed the budget for the subrecipient organization, you must also justify the budget . organization. can also copy a budget from one year You to another for a subrecipient Change the PI for a Subrecipient Organization ). 1. Access the Project Budget screen (Figure 1) (see Add a subrecipient Organization 167

168 FastLane Help PI link 1 Project Budget screen. The Figure is circled. Change Under the name of the subrecipient organization, click Change PI (Figure 1). 2. The Principal Investigator Designation screen displays (Figure 2). 2 Principal Investigator Figure screen. The Select button is circled. Designation as Currently the new 3. In the PI Is Set To list (Figure 2), highlight the name of the person you are designating PI. 4. Click the Select button (Figure 2). The Project Budget screen displays (Figure 1). subrecipient Change the Subrecipient Organization screen ). 1. Access the Project Budget (Figure 1) (see Add a subrecipient Organization 168

169 FastLane Help Org. link Project Budget screen. The Change is circled. 1 Figure Click Change Org. 2. the name of the subrecipient organization you want to change (Figure 1). The Change under screen displays Organization (Figure 2). 2 Change screen. Figure Organization two options for searching for the organization you You have to add: want • Search by name DUNS • (Data Universal Numbering System) number Search by by Name Search option: 1. On the Current Budget Organizations screen (Figure 2), select the search type with returns all organizations Begins whose name begins with the text entered. • • Ends with returns all organizations whose name ends with the text entered. • Contains returns all organizations whose name contains the text entered. Type in the box 2. search for. the string (at least three characters) to Click the Search by Name button (Figure 3. 2). The Name - Inst ID screen displays (Figure 3) (see Select the from the Results Organization ). 169

170 FastLane Help 3 - Inst ID screen. The Name Select button is circled. Figure by DUNS Number Search the Current Budget Organizations screen (Figure 2), type On the nine - digit DUNS number. 1. in Click the Search by DUNS button (Figure 2. 2). The Name - Inst ID screen displays (Figure 3) (see Select the Organization from the Results ). the Organization from the Results Select On the Name - Inst 1. screen (Figure 3), highlight the name of the organization you want to add to the ID project from the list. the Click 2. new the Select button (Figure 3). The Project Budget screen displays (Figure 4) with the name of organization organization and the name of the original subrecipient added deleted. Figure 4 Project Budget screen with the name of the new subrecipient organization. from • Copy a budget one year to another year for the subrecipient organization • Justify the budget • Change the PI for the subrecipient organization • Delete a subrecipient organization Delete a Subrecipient Organization ). Organization 1. Access the Project Budget screen (Figure 1) (see Add a subrecipient 170

171 FastLane Help 1 Project Budget screen. The Figure Checked Organization(s) button is circled. Delete 2. On the Project Budget screen (Figure 1), click the check mark box to the left of the organization that you want delete from the proposal. to 3. Click Delete Checked Organization(s) (Figure 1). confirm screen displays (Figure 2) with a message for you to A organization. that you want to delete this Figure 2 Screen with a message for you to confirm that you want to delete the organization. The Yes button is circled. Yes 4. Click the The button (Figure 1). Project Budget screen displays (Figure 3) without the name of the organization you deleted. Figure 3 Project Budget with the name of the deleted organization removed. screen Resources Facilities, Equipment, and Other 171

172 FastLane Help What Facilities, Equipment, and Other Resources? Are Facilities, Equipment, and In Resources section, the you describe Other resources available to the the perform effort you are proposing. Consult the Proposal & Award Policies & Procedure's Guide (PAPPG) Chapter II.C.2.i for a full description. Equipment, and Work Facilities, on Other Resources Proposal the 1. Access ,). Form Preparation screen (Figure 1) (see Create a New Proposal , or Edit a Figure 1 Form Preparation screen. The Go button for Facilities, Equipment, and Other Resources is circled. 2. (Figure 1). The Click the Go button for Facilities, Equipment, and Other Resources Facilities, Equipment, and Other Resources screen displays (Figure 2). 172

173 FastLane Help 2 Facilities, Equipment, and Other Resources form screen. Figure this You have option: • Upload Facilities, Equipment, and Other Resources • Additional Single Copy Documents • Project Summary • Project Description • Biographical Sketches Current and Pending Support • Supplementary Docs • - Add/Delete Non PI Co - • Senior Personnel • Change PI Link Collaborative Proposals • • Proposal Classification Form What Are Facilities, Equipment, and Other Resources? the Facilities, Equipment, and In Other Resources section, you describe the resources available to Procedure's perform the effort you are proposing. Consult the Proposal & Award Policies & Guide (PAPPG) Chapter II.C.2.i for a full description. Work on Facilities, Equipment, and Other Resources 1. Access ,). the Form Preparation screen (Figure 1) (see Create a New Proposal , or Edit a Proposal 173

174 FastLane Help Figure 1 Form Preparation screen. The Go button for Facilities, Equipment, and Other Resources is circled. 2. Click the Go Facilities, Equipment, and Other Resources (Figure 1). The button for (Figure 2). Facilities, Equipment, and Other Resources screen displays 2 Facilities, Equipment, and Other Resources form screen. Figure You have this option: • Upload Facilities, Equipment, and Other Resources Upload Facilities, Equipment, and Other Resources Equipment, 1. Access the Facilities, Equipment, and Other Resources screen (Figure 1) (see Work on Facilities, 174

175 FastLane Help and Resources ). Other 1 Facilities, Equipment, and Other Resources Figure screen. The Upload File button is circled. form Click the Upload File button (Figure 1). The 2. Other Resources File Upload Facilities, Equipment, and screen (Figure 2). See Upload a File . displays 2 Facilities, Equipment, and Figure Other Resources File Upload screen. button for If a file on Facilities, Equipment, and Other Resources has already been uploaded, when you click the Go the Other Equipment, and Other Resources on Form Preparation screen, the Facilities, Equipment, and Facilities, Resources File Upload screen displays (Figure 3) with these options: Equipment, • Display Current Facilities, Other Resources and Equipment, • Delete Current Facilities, and Other Resources a • Upload New Facilities, Equipment, and Other Resources (This option automatically replaces the file.) already uploaded 175

176 FastLane Help 3 Facilities, Equipment, and Other Resources File Upload screen after a Figure file has been uploaded. Facilities, Equipment, Display Current Other Resources and Click the Display Current Facilities, Equipment, and Other Resources button (Figure 3). The previously uploaded Adobe Reader, file displays PDF format. If you need to download in see Adobe Reader for FastLane . Delete Current Facilities, Equipment, and Other Resources 1. Click the Delete Current Facilities, Equipment, and Other Resources button (Figure 3). A screen displays with a delete message for you to confirm that you want to the file. displays. 2. Click the OK button. The Form Preparation screen Upload a New Facilities, Equipment, and Other Resources Uploading the directions in Upload a File Follow a new Facilities, Equipment, and Other Resources file . automatically replaces the previous one. What Is a Deviation Authorization? A Deviation Authorization grants you exceptions Proposal & Award the requirements of the Proposal & Award to See Policies & Procedures Guide (PAPPG) . PAPPG Chapter II.A for more on deviations. In this form, you one of the following: provide either • Program Solicitation number, in the appropriate block on the Cover Sheet • Name and title of the NSF official who authorized the deviation and the date of authorization Authorization Work on Deviation 176

177 FastLane Help Access the Form Preparation screen (Figure 1) (see Create a New Proposal 1. or Edit a Proposal ). , circled. Figure 1 Form Preparations screen. The Go button for Deviation Authorization is Authorization 2. Click the Go button for Deviation Authorization (Figure 1). The Deviation screen displays (Figure 2). 177

178 FastLane Help 2 Authorization screen. The Save Text Deviation button is circled. Figure Type in or 3. and paste either one of the following into the text box (Figure 2): copy Program Solicitation number, in the appropriate block on the Cover • Sheet • Name and title of the NSF official who authorized the deviation and the date of authorization 4. Save Text button (Figure 2). A screen displays (Figure 3) with a Click message that the Deviation the Authorization has been saved. Figure saved. 3 Screen with message that the text has been (Figure 1). Click the OK button (Figure 3). The Form Preparation screen displays See also: 5. • Cover Sheet • Table of Contents • References Cited • Budgets (Including Justification) Resources • Facilities, Equipment, and Other • of Suggested Reviewers List Additional Single Copy Documents • • Project Summary Project Description • • Biographical Sketches • Current and Pending Support • Supplementary Docs Personnel • Add/Delete Non - Co - PI Senior 178

179 FastLane Help • Change PI Link Collaborative Proposals • Form • Classification Proposal What Is the List of Suggested Reviewers? enter the names Proposers may reviewers whom you recommend as reviewers for the proposal. of may also enter You the names of reviewers whom you recommend not review the proposal along with the reason why they should not. The Proposal & Award Policies & Procedures Guide ( PAPPG ) interest Exhibit II - 2 contains information on conflicts of of that may be useful in the preparation this list. Providing information for the List of Suggested Reviewers is optional. a List Create Suggested Reviewers of 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal ,or Edit a ) Proposal Reviewers Figure 1 Form Preparations screen. The Go button for List of Suggested is circled. Click the Go 2. List of Suggested Reviewers (Figure 1). The List of Suggested Reviewers button for screen displays (Figure 2). 179

180 FastLane Help 2 of Suggested Reviewers screen. The Save List Text button is circled. Figure 3. the Suggested Reviewers box (Figure 2), type in or copy and paste the first and last names and middle In of those initials you think are especially qualified to review the proposal (optional). who 4. In the Reviewers Not to Include box (Figure 2), type in or copy and paste the names of those you think should not review the proposal and your reasons why (optional). that FastLane has 5. Click the Save Text message button (Figure 2). A screen displays with a confirmation saved the data. Figure 3 Screen with a message that the lists have been saved. The 6. Click the OK button (Figure 3). Form Preparation screen displays (Figure 1). See also: • Cover Sheet • Contents Table of Cited • References • (Including Justification) Budgets • Facilities, Equipment, and Other Resources • Deviation Authorization • Additional Single Copy Documents • Project Summary Project Description • 180

181 FastLane Help • Biographical Sketches Current Pending Support and • Supplementary Docs • Add/Delete Non - Co - PI Senior Personnel • Change PI • Link Collaborative Proposals • Proposal Classification Form • Additional Single Copy Document s Are Additional Single Copy What Documents? documents ( PAPPG Chapter II.C ) may be documents such as the following: Additional single copy Collaborators and • Affiliations Information ( PAPPG Chapter II.C.1.e ) Other • Proprietary or Privileged Information included in your proposal as a separate statement () ) 5 • Certification Regarding Lobbying ( PAPPG Exhibit II - · ( PAPPG Chapter II.C.2.g(i)(d) ). Confidential Budgetary Information · Nature of Natural or Anthropogenic Event ( PAPPG Chapter I.F ) · Substitute Negotiator ( PAPPG Chapter II.C.1.f ) to does not give these documents NSF the reviewers of the proposal. limit Information you enter here is not considered as part of the 15 - page for the Project Description or as an appendix. For instructions on how to upload single copy documents, see Work on Additional Single Copy Documents . Work on Additional Single Copy Documents (Figure 1) 1. Access the Form Preparation screen 181

182 FastLane Help 1 Form Preparation screen. The Go button for Additional Single Figure Documents is circled. Copy the 2. Click button next to Additional Single Copy Documents (Figure 1). The Go (Figure 2). Additional Single Copy Documents screen displays Figure 2 Additional Single Copy screen. an You have these options for submitting Copy Document: Additional Single box • Enter an Additional Single Copy Document in the text Document • Upload an Additional Single Copy 182

183 FastLane Help Additional Single Copy Document in the Text Box Enter an Access the 1. Single Copy Documents screen (Figure 1) (see Work on Additional Single Copy Additional Documents ). Figure 1 Additional Single Copy screen. The Save Text button is circled. Type in or copy and paste the Additional Single Copy Document 2. in the text box (Figure 1). the Additional Single 3. Click the Save Text button (Figure 1). A screen displays with a message that Copy Document is saved. data 2 Screen with the Document that the Additional Single Copy Figure data is saved. message 4. Click the OK button (Figure 2). The Form Preparation screen displays. Upload an Additional Single Copy Document Prepare a word - processing document for the Additional Single Copy 1. Document. See Acceptable Formats for FastLane to see a listing of the many formats FastLane accepts. 1) 2. Access the Additional Single Copy Documents screen (Figure 183

184 FastLane Help 1 Additional Single Copy screen. The Figure Transfer File button is circled. Upload 3. Click the Transfer File button (Figure 1). The Supplementary Document File See displays (Figure 2). screen Upload a File for directions. Copy 2 Additional Single Figure Documents File Upload screen. Go If an Additional Single Copy Document has already been uploaded, when you click the Additional button for the Copy Documents on the Form Preparation screen, Single Additional Single Copy Documents File Upload screen displays (Figure 3). 184

185 FastLane Help 3 Additional Single Copy Documents File Upload screen after a file has Figure been uploaded. you these options: This screen gives Display Current • Single Copy Documents • Delete Current Single Copy Documents • Upload a Single Copy Document Note: Uploading a new Single Copy Document not result in deleting a previously will uploaded file. Display Current Single Copy Documents 1. Highlight to Copy Document you want to view from the Current Documents the Additional Single (Figure 3). Display list Copy Documents 2. the Display Current Additional Single Click button (Figure 3). The file displays in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . Current Delete Copy Documents Single the 1. Highlight the Additional Single Copy Document you want to delete from Documents to Delete Current (Figure 3). list Click the Delete Current Additional Single Copy Documents button (Figure 3). A screen displays with 2. a to message for you to confirm that you want delete the file. displays. 3. Click the OK button. The Form Preparation screen Upload a Single Copy Document 185

186 FastLane Help Follow directions in Upload a File . Uploading a new file will not replace any previously uploaded files. the Enter a New Supplementary Document in the Text Box an Additional Single Copy Document has already been uploaded and you want to write a new Additional Single If Document in the text box, do the following: Copy Highlight the documents in the Current Documents to Delete list (Figure 3). 1. all Click the Delete Current 2. Additional Single Copy Document button (Figure 3). A screen displays with a message for you to confirm that you want to delete the file. Click the OK button. 3. Return to the Form Preparation screen. 4. Click the Go button for Additional Single Copy Document. The Additional Single Copy Document 5. screen displays with the text box. See Enter an Additional Single Copy Document in . the Text Box Project Summary Is What Project Summary? the and Project a The Summary consists of an overview, a statement on the intellectual merit of the proposed activity, statement the broader impacts of the proposed activity. Consult on the Proposal & Award Policies & Procedures Guide Chapter II.C.2.b for a (PAPPG) full description. Work on the Project Summary 1. Access the Form Preparation screen (Figure 1) (see have Create a New Proposal ,OR Edit a Proposal ,).You these options: Summary • Enter the Project boxes in the text • Only if special characters are required, upload the Project Summary as a Supplementary Document boxes: a. Enter the Project Summary in the text This option should be used in most cases. If your Project Summary requires the use of special characters, see Upload the Project Summary as a Supplementary Document. 186

187 FastLane Help Figure 1 Form Preparation circled. screen. The Go button for Project Summary is (Figure 1). 2. Click the Go button for Project Summary Boxes See Enter the Project Summary in the Text . 187

188 FastLane Help 2 Project Summary Preparation Instructions screen. Figure Is the Project Summary? What Project Summary consists of an overview, a statement on the intellectual merit of the proposed The and a activity, statement on the broader impacts of the proposed activity. Consult the Proposal & Award Policies & Procedures Guide (PAPPG) Chapter II.C.2.b for full description. a Work on the Project Summary have ,).You 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal ,OR Edit a Proposal these options: • Enter the Project Summary in the text boxes • Only if special characters are required, upload the Project Summary as a Supplementary Document Project a. Enter the your Summary in the text boxes: This option should be used in most cases. If see Upload Summary requires the use of special characters, Project the Project Summary as a Supplementary Document. 188

189 FastLane Help Figure 1 Form Preparation circled. screen. The Go button for Project Summary is See 2. Click the Go button for Project Summary (Figure 1). Boxes Enter the Project Summary in the Text . 189

190 FastLane Help 2 Project Summary Preparation Instructions screen. Figure Text Summary in the Enter Boxes the Project Access the Project Summary screen (Figure 1) (see Work on the Project 1. ). Summary 1 screen. Figure Project Summary Type in or copy and paste the 2. Project Summary in the boxes, per the instructions displayed on screen. (Figure 1). Project 3. Click the Save Text button. A screen displays (Figure 2) with a confirmation message that the Summary is saved. data with 2 Screen been the message that the Project Summary has Figure saved. 4. Click the OK button (Figure 2). The Form Preparation screen displays (Figure 1). Upload the Project Summary with Special Characters Summary ). 1. Access the Project Summary screen (Figure 1) (see Work on the Project 190

191 FastLane Help 1 Project Summary screen. The check box for Figure Project Summary uploaded as a Supplementary a Document is circled. to on 2. If the Project Summary requires the use of special characters, then click the checkbox this screen next “Check here if your Project Summary is the sentence, uploaded as a Supplementary Document.” Proceed to the Special Form Preparation screen, Supplementary Documents section to upload the Project Summary with Characters (Figure 2). 191

192 FastLane Help 2 The Form Preparation screen. Project Summary Figure with Special Characters is circled. the screen. 3. Click on the Go button for Project Summary with Special Characters on the Form Preparation displays The Project Summary with Special Characters File Upload screen for (Figure 2). See Upload a File directions. 192

193 FastLane Help File 3 with Special Characters Project Summary Upload screen. Figure a Project Summary has If already been uploaded, when you click the Go button for Project Summary with Special on the Form Characters Preparation screen, the Project Summary with Special Characters File Upload screen displays as in Figure 3 with these options: Current Project • Summary with Special Characters Display Delete Current Project Summary with Special Characters • • already Upload a New Project Summary with Special Characters (This option automatically replaces the uploaded file.) Current Project Summary with Special Characters Display Click the Display Current Project Summary with Special Characters button (Figure 3). The previously uploaded displays Project Summary with Special Characters in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . Delete Current Project Summary with Special Characters a Click the Delete Current Project Summary with Special Characters button (Figure 3). A screen displays with 193

194 FastLane Help message for to confirm that you want to delete the file. you the button. The Form Preparation screen displays. Click OK Characters Upload a New Project Summary with Special directions in Upload a File . Uploading a new Project Follow Summary with Special Characters automatically the the previous one. replaces Enter a New Project Summary in the Text Boxes a Characters has already been uploaded and you want to enter a new Project If Project Summary with Special do the following: in Summary the text boxes, Click the Delete Current Project Summary with Special Characters button 1. you displays with a message for screen to confirm that you want to delete the file. (Figure 3). A Click the OK button. The Project Summary 2. Special Characters File Upload with screen displays (Figure 4). Return to Form Preparation screen. 3. the Click the Go button next to Project Summary. The Project Summary screen displays with the text boxes 4. to the sentence, "Check here if your the Project Summary is uploaded as a (Figure 1). Uncheck checkbox next Document." See Enter the Supplementary Project Summary in the Text Boxes What Is the Project Description? Project Description is a clear statement of the work you propose to undertake. Consult the The Proposal & Award Policies & Procedures Guide (PAPPG) Chapter II.C.2.d for a full description. activities. of The Project Description should outline the general plan of work and the broad design the proposed The must include: Project Description proposed Objectives the period of the for work and expected significance • The proposed activities’ • to: relation - term goals of the project - Longer The present state of knowledge in the field - The PI’s work in progress under other support - Work in progress elsewhere - Proposers ate, describe experimental methods and procedures. clearly should address: Where appropri what they want to do; • • they want to do it; why to • do it; how they plan how they will know if they succeed; and • • what benefits could accrue if the project is successful. The project activities may be based on previously established and/or innovative methods and approaches, but in of either be well - justified. These issues apply to both the technical aspects case must the proposal and the way in which the project may broader contributions. make It must contain, as a separate section within the narrative, a discussion of the broader impacts of the proposed activities. Broader impacts may be accomplished through the research itself, through the activities that are or directly related to specific research projects, through activities that are supported by, but are complementary the to, the project. NSF values the advancement of scientific knowledge and activities that contribute to 194

195 FastLane Help of societally relevant outcomes. Such outcomes include, but are not limited to: full participation of achievement disabilities, and underrepresented minorities in science, technology, engineering, and women, persons with (STEM); improved STEM education and educator development at any level; increased public mathematics literacy and public engagement with science and technology; scientific improved well - being of individuals in society; development of a diverse, globally competitive STEM workforce; increased partnerships between ustry, and academia, others; improved national security; increased economic competitiveness of the ind United States; and enhanced infrastructure for research and education. If any PI or co - PI identified on the project has received any NSF support (including current in funding) with a start date See five years, information on the award(s) is required. past PAPPG Chapter II.C.2.d(iii) for further instructions on the Results from Prior NSF Support. Work on the Project Description 1. Prepare a word - processing for the Project Description. See Acceptable Formats document with FastLane to see all the formats that FastLane can accept. Access 2. ). the Form Preparation screen (Figure 1) (see Create a New Proposal , or Edit a Proposal Figure 1 Form Preparation screen. The Go button for Project Description is circled. 3. Click the Go button for Project Description (Figure 1). The Project Description File Upload screen displays (Figure 2). 195

196 FastLane Help 2 Project Description Figure Upload screen. File Upload 4. the Project Description. See Upload a File for instructions. these When you have accepted the upload, the Project Description File Upload screen displays (Figure 3) with options: • Display Current Project Description • Delete Current Project Description a • Upload file.) New Project Description (This option automatically replaces the already uploaded 196

197 FastLane Help has 3 Project Description Upload screen after a document Figure been uploaded. Display Current Project Description the Display Current Project Description button (Figure 3). The file displays in PDF format. If you Click need to download Adobe Reader, see Adobe Reader for FastLane . Delete Current Project Description Click the Delete Current Project Description button (Figure 3). 1. A screen displays with a message for you to file. the confirm that you want to delete 2. Form Preparation Click the OK button. The screen displays. Upload a New Project Description the Follow the directions in Upload a File . Uploading a new Project Description automatically replaces file that was uploaded. previously Biographical Sketches What Are Biographical Sketches? A Biographical Sketch is required for all Senior Personnel and each individual's biographical sketch must be uploaded as a PD F file. This information must be separately provided for each individual identified as senior project personnel. Consult the Policies Proposal & Award & Procedures Guide (PAPPG) Chapter II.C.2.f , for a full description of a Biographical Sketch. 197

198 FastLane Help Work on Biographical Sketches Access the Form 1. Preparation screen (Figure 1) Figure 1 Form Preparation screen. Select the Biographical Sketches Go button. Click the Go button for Biographical Sketches (Figure 1). 2. The Personnel Assigned screen displays (Figure 2). status the This screen shows all people assigned to the proposal. To the right of the individual’s name is of the Biographical Sketch: Nothing if no Sketch has yet been entered • Text and number of characters if a Sketch was entered in • the text box PDF • and number of pages if a Sketch was uploaded as a file Figure 2 Assigned Personnel screen. listed: If an individual assigned to the proposal is not 198

199 FastLane Help Return to the Form Preparation screen (Figure 1). 1. Click Go button for Add/Delete Senior Personnel to the add the person’s name to the proposal (see 2. Co - PI Senior Personnel for Add/Delete Non instructions). - Assigned Personnel screen (Figure 2), you have the From to: Submit each Biographical Sketch separately • Are Biographical Sketches? What A Biographical Sketch is required for all Senior Personnel and each individual's biographical sketch must be uploaded as a PDF file. This information must be separately provided for each identified as senior project personnel. Consult the individual Sketch. Proposal & Award Policies & Procedures Guide (PAPPG), Chapter II.C.2.f for a full description of a Biographical Work on Biographical Sketches Access the Form Preparation screen (Figure 1) 1. Figure 1 Form Preparation screen. Select the Biographical Sketches Go button. 2. Click the Go button for Biographical Sketches (Figure 1). The Personnel Assigned screen displays (Figure 2). To This screen shows all people assigned to the proposal. status the right of the individual’s name is the of the Biographical Sketch: • Nothing if no Sketch has yet been entered • Sketch Text and number of characters if a was entered in the text box file • PDF and number of pages if a Sketch was uploaded as a 199

200 FastLane Help 2 Assigned Personnel screen. Figure assigned to the proposal If not listed: an individual is the Form Preparation Return to screen (Figure 1). 1. Click the 2. Go button for Add/Delete Senior Personnel to add the person’s name to the proposal (see Add/Delete Non Co - PI Senior Personnel for instructions). - screen Assigned Personnel From (Figure 2), you have to: the Biographical Sketch separately each • Submit Submit Each Biographical Sketch Separately 1. Access the Assigned Personnel screen (Figure 1) (see Work on Biographical Sketches ). a Figure 1 Assigned Personnel screen. The Go button for circled. Senior Person is to 2. Click the Go button next the name of the person whose Biographical Sketch you are submitting. The Biographical Sketch Biographical Sketch screen provides the option to upload a 200

201 FastLane Help Figure 2 Bio Sketch File Upload screen after a Sketch has been uploaded. Sketch Upload the Biographical ). 1. Access the Biographical Sketch screen (Figure 1) (see Submit Each Biographical Sketch Separately Biographical Sketch button Figure 1 screen. Select the 'Browse' and then the 'Upload' 201

202 FastLane Help Click the Transfer File button (Figure 1). The Bio Sketch File Upload screen displays (Figure 2). See Upload a 2. for directions. File upload, the Bio Sketch File When you have accepted screen the displays (Figure 2) with these new Upload options: 1. Display Current Bio Sketch 2. Delete Current Bio Sketch 2 Bio Sketch File Upload screen after a Sketch has Figure uploaded. been Pending Support Current and Is What and Pending Support? Current and NSF requires that you submit information on any current and pending support for the project proposals, this project, and any subsequent funding including for continuing grants. All current project support from whatever source (e.g. Federal, State, local or foreign government agencies, foundations, public or private industrial or other commercial organizations, or internal funds allocated toward specific projects) must be l isted, in accordance with PAPPG Chapter II.C.2.h . and on Current Work Pending Support screen (Figure 1) 1. Access the Form Preparation 202

203 FastLane Help 1 Form Preparation screen. Select the Go button Figure for Current and Pending Support. On 2. Form Preparation screen (Figure 1), click the Go button for Current and Pending Support (Figure 1). the (Figure 2). PIs, The Current and Pending Support screen displays - The right side of the screen lists the PI, Co for and other Senior Personnel assigned to the proposal. You must report on current and pending support listed. individual each 2 Figure screen. Upper portion of the Current and Pending Support form 203

204 FastLane Help submitting Current and Pending Support: You have these options for Upload a single file for all Current and Pending Support information for all the • individuals • Submit Current and Pending Support information for each individual separately What Is Current and Pending Support? NSF requires that you submit information on any current and pending support for the project and proposals, continuing including project, and any subsequent funding for this grants. All current project support from source (e.g. Federal, State, local or foreign government agencies, public or private foundations, whatever must be industrial or other commercial organizations, or internal funds allocated toward specific projects) l isted, in accordance with PAPPG Chapter II.C.2.h . Work on Current and Pending Support 1. Access the Form Preparation screen (Figure 1) FastLane Help Figure 1 Form Preparation screen. Select the Go button for Current and Pending Support. Preparation 2. On the Form screen (Figure 1), click the Go button for Current and Pending Support (Figure 1). The The and Pending Support screen displays (Figure 2). Current right side of the screen lists the PI, Co - PIs, and other Personnel assigned to the proposal. You must report on current and pending support for Senior listed. each individual 204

205 FastLane Help 2 Upper portion of the Current and Figure Pending Support form screen. You have these options for submitting Current and Pending Support: individuals • Upload a single file for all Current and Pending Support information for all the Pending Submit Current and • Support information for each individual separately Submit Current and Pending Support for Each Individual Separately Pending Access the Current and Pending Support screen (Figure 1) (see Work on Current and 1. Support ). Current and Figure 1 Pending Support form screen. The New Form button is circled. 1). 2. Click the radio button for the person whose support you want to report (Figure 205

206 FastLane Help the New Form button (Figure 1). 3. The Click Current and Pending Support Form screen displays (Figure 2). You have two options for submitting the report: on • Enter the information the Current and Pending Support form individual • Upload a file with all the Current and Pending Support information for that 2 Current and Pending Support form for a Senior Person. Figure Enter the Information in the Current and Pending Support Form 1. Access the Current and Pending Support Form screen (Figure 1) circled. Figure 1 Current and Pending Support Form screen for a Senior Person. The Save Text button is 206

207 FastLane Help 2. the Project Proposal Title box (Figure 1), type the proposal title. In Support In the Source of box (Figure 1), type the source of support. 3. In the Project Location box (Figure 1), type the location 4. of the project. 5. In the Total Award Amount (Figure 1), type the total amount of the award (no dollar sign, no commas). 6. In the Start Date box (Figure 1), type the start date (in mm/dd/yyyy format). 1), 7. the End Date box (Figure In type the end date (in mm/dd/yyyy format). 8. Under Support Type (Figure 1), click the radio button for the type of support. to 9. Under Person - Months Per Year Committed the Project (Figure 1), type the Calendar months, the in the boxes. Academic months, and the Summer months 10. the Save Text button (Figure 1). A screen displays (Figure 2) Click with confirmation that FastLane has saved data. the the 2 Screen with data message that the Figure has been saved. Click the OK button (Figure 2). The 11. Current and Pending Support screen displays (Figure 3) with the report listed in the Existing Support Forms section. 3 Current and Pending Support screen with the Figure for a Senior Person highlighted under report Existing Support Forms. each 12. Repeat the process for project that a listed individual is involved in. Edit a Current and Pending Support Form ). 1. Access the Current and Pending Support screen (Figure 1) (see Work on Current and Pending Support 207

208 FastLane Help 1 Current and Pending Support screen. The Figure is circled. Edit button In the Existing Support Forms section (Figure 1), highlight 2. the report that you want to edit that was entered in the Current and Pending Support Form screen (Project Title). 2). Form 3. Click the Edit button (Figure 1). The Current and Pending Support screen displays (Figure Figure 2 Current and Pending Support Form screen. The Save Text button is circled. you 4. Edit the report as 2). require (Figure 2). Click the Save Text button (Figure 5. A screen displays (Figure 3) with confirmation that FastLane has saved the data. 208

209 FastLane Help 3 with the message that the Screen data has been saved. Figure Click the OK 6. ( Figure 3 ). The Current and Pending Support screen displays (Figure 1). button Upload a File with Current and Pending Support for an Individual Create a word - processing document that lists the current 1. and pending support by project/proposal for an individual (see for FastLane for a listing of all the formats FastLane accepts). We encourage Acceptable Formats each report using these fields for you project/proposal for a person: to • Project/proposal title of support • Source Project • location • Total award amount date • Starting • Ending date • Support type — current, pending, submission planned in near future, or transfer of support • Person - months per year committed to the project — calendar, academic, and summer Support 2. Access the Current and Pending Support screen (Figure 1) (see Work on Current and Pending ). Figure 1 Current and Pending Support screen. The New Form button is circled. 3. In the Current PI, Co - PIs, and Senior Personnel section (Figure 1), click the radio button for the individual’s name. 4. Click the button (Figure 1). The Current and Pending Support Form New Form screen displays (Figure 2). 209

210 FastLane Help 2 Current and Pending Support Form screen. Figure Transfer File button is circled. The displays 5. Click the Transfer File button (Figure 2). The Current and Pending Support File Upload screen (Figure 3). 3 Figure screen. Current and Pending Support File Upload 210

211 FastLane Help 6. the file. See Upload a File for directions. Upload upload, the Current and Pending Support When you have accepted Upload File the displays (Figure 4) with these new options: screen Display Current Current and Pending Support • Delete Current Current and Pending Support • Current and Pending Support File Upload screen with options 4 to Display and Delete current files. Figure Current Current Display and Pending Support The Display Current Current and Pending Support Click the previously uploaded file displays in button (Figure 4). FastLane download PDF format. If you need to . Adobe Reader, see Adobe Reader for Current Current and Pending Support Delete Click the Support Delete Current Current and Pending 1. button (Figure 4). A screen displays with a message for you to confirm that you want to delete the file. Form Preparation 2. Click the OK button. The displays. screen change the report, you have these options: To • Upload a new file, which will automatically delete the old file • Delete the file and enter the information on the Current and Pending Support Form (see Enter the Information in screen the Current and Pending Support Form ). Edit an Uploaded Current and Pending Support Form 211

212 FastLane Help a word - processor, edit On the document that you originally uploaded. 1. Access the Current and Pending Support screen 2. Work on Current and Pending Support ). (Figure 1) (see 1 Current and Pending Support screen. The Figure Edit button is circled. 3. edit (PDF File). In the Existing Support Forms section (Figure 1), highlight the uploaded report you want to Upload 4. Click the Edit button (Figure 1). The Current and Pending Support File displays (Figure screen 2). screen. Figure 2 Current and Pending Support File Upload 212

213 FastLane Help the edited document. See Upload a File . This will automatically replace the original document 5. Upload the edited document. with Documents Supplementary What Documents? Are Supplementary and area allows for entering Mentoring This Plans Other Supplementary Documents that either your Sponsored Projects Office or the Proposal & Award Policies & Procedures Guide (PAPPG) specifies for the proposal. postdoctoral Each that r equests funding to support proposal researchers must include, as a supplementary document, a description of the mentoring activities that will be provided for such individuals. If a if proposal Postdoctoral Researcher Mentoring Plan is required, FastLane will not permit submission of a for the is missing. See the PAPPG Chapter II.C.2.j Plan further guidance. In very limited circumstances, that ONLY is, when the use of special characters is required, may you upload the Project Summary in this area. for See Upload the Project Summary with Special Characters guidance on Data Work Management Plan , 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal Create Edit a Proposal , or a ). New Proposal from a Template circled. Figure 1 Form Preparation screen. The Go button for Data Management Plan is 213

214 FastLane Help 2. Click the Go button for Data Management Plan on the Form Preparation screen (Figure 1). The Data displays Management Upload screen Plan (Figure 2). Management Plan Upload screen with 2 Data Figure browse field. Plan. 3. See Upload a File instructions to upload a Data Management Work on Mentoring Plan a Access the Form Preparation screen (Figure 3) (see Create New Proposal or Edit a Proposal ). 1. Figure 3 Form Preparation screen. The Go button for Mentoring Plan is circled. (Figure 3). The 2. Click the Go button for Mentoring Plan on the Form Preparation screen 214

215 FastLane Help screen displays Mentoring Plan (Figure 4). Upload Figure 4 Mentoring Plan Upload screen with browse field. Mentoring Plan. 3. See Upload a File instructions to upload a on GOALI - Work Industrial PI Confirmation Letter Access 1. Proposal the Form Preparation screen (Figure 3) (see Create a New Proposal or Edit a ). 215

216 FastLane Help 3 Form Figure Preparation screen. Preparation Letter 2. Click the Go button for GOALI - Industrial PI Confirmation screen (Figure on the Form Letter 3). The GOALI - Industrial PI Confirmation 4). Upload screen displays (Figure 216

217 FastLane Help Upload GOALI - Industrial PI Confirmation Letter 4 screen with browse field. Figure See 3. a File instructions to upload a GOALI - Industrial PI Confirmation Letter Upload Work on RAISE - Program Officer Concurrence Emails Proposal Create 1. Access the Form Preparation screen (Figure 3) (see ). a New Proposal or Edit a Figure 3 Form Preparation screen. Program Officer 2. Click the Go button for RAISE - screen (Figure 3). Concurrence Emails on the Form Preparation Upload The RAISE - Program Officer Concurrence Emails screen displays (Figure 4). 217

218 FastLane Help Emails 4 RAISE - Program Officer Figure Upload screen with browse field. Concurrence RAISE Upload a File instructions to upload a See - Program Officer Concurrence Emails 3. Work on Other Supplementary Documents of The t ypes II.C.2.j. Other Supplementary Documents are described in the PAPPG Chapter Edit 1. Access the Form Preparation screen (Figure 5) (see Create a New Proposal , a a Proposal , or Create New Proposal from a Template ). 218

219 FastLane Help 5 Form Preparation screen. The Go Figure button for Other Supplementary Docs is circled. Other 2. Click the Go button for Other Supplementary Docs on the Form Preparation screen (Figure 5). The Supplementary Docs screen displays (Figure 6). Figure 6 Other Supplementary Docs screen with text box. these options: You have 219

220 FastLane Help • the Other Supplementary Document in the text box Enter Document Upload Supplementary the Other • Are Supplementary Documents? What allows for This entering Mentoring Plans and area Other Supplementary Documents that either your Projects Office or the Proposal & Award Policies & Procedures Guide (PAPPG) specifies for the proposal. Sponsored Each that requests funding to support postdoctoral researchers must include, as a supplementary proposal a description of the mentoring activities that will document, be provided for such individuals. If a Postdoctoral Researcher Mentoring Plan is required, FastLane will not permit submission of a proposal if In that the Plan is missing. See the PAPPG Chapter II.C.2.j for further guidance. very limited circumstances, is, this ONLY when the use of special characters is required, may you upload the Project Summary in area. for See Upload the Project Summary with Special Characters guidance on Work Management Plan Data 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal , Edit a a Proposal , or Create New a Template ). Proposal from Preparation 1 Form screen. The Go button for Data Management Plan Figure is circled. 2. Click the Go button for Data Management Plan on the Form Preparation screen (Figure 1). The Data (Figure 2). Management Plan Upload screen displays 220

221 FastLane Help Figure 2 Data Management Plan Upload screen with browse field. Plan. 3. See Upload a File instructions to upload a Data Management Work on Mentoring Plan Preparation 1. Access the Form Proposal screen (Figure 3) (see Create a New Proposal or Edit a ). 221

222 FastLane Help Figure 3 Form Preparation circled. screen. The Go button for Mentoring Plan is Form 2. Click the Go button for Mentoring Plan on the (Figure 3). The Preparation screen Mentoring Plan Upload screen displays (Figure 4). 222

223 FastLane Help Figure 4 Mentoring Plan Upload screen with browse field. Mentoring Plan. 3. See Upload a File instructions to upload a Work on GOALI - Industrial PI Confirmation Letter Preparation 1. Access the Form Proposal screen (Figure 3) (see Create a New Proposal or Edit a ). 223

224 FastLane Help 3 Form Figure Preparation screen. Preparation Confirmation 2. Click the Go button for GOALI - Industrial PI screen (Figure Letter on the Form Letter 3). The GOALI - Industrial PI Confirmation Upload screen displays (Figure 4). 224

225 FastLane Help 4 GOALI - Industrial PI Confirmation Figure Upload screen with browse field. Letter GOALI 3. See Upload a File instructions to upload a Letter - Industrial PI Confirmation Work on RAISE - Program Officer Concurrence Emails (Figure 3) (see 1. Access the Form Preparation screen ). Create a New Proposal or Edit a Proposal 225

226 FastLane Help 3 Form Figure Preparation screen. Preparation 2. Click the Go button for RAISE - screen (Figure 3). Program Officer Concurrence Emails on the Form Upload The RAISE - Program Officer Concurrence Emails screen displays (Figure 4). 226

227 FastLane Help 4 RAISE - Program Officer Concurrence Emails Upload screen with browse field. Figure 3. See Upload a File instructions to upload a RAISE - Program Officer Concurrence Emails Work on Other Supplementary Documents II.C.2.j. The t ypes of Other Supplementary Documents are described in the PAPPG Chapter Edit 1. Access the Form Preparation screen (Figure 5) (see Create a New Proposal , a a Proposal , or Create New Proposal from a Template ). 227

228 FastLane Help 5 Form Preparation screen. The Go Figure button for Other Supplementary Docs is circled. Other 2. Click the Go button for Other Supplementary Docs on the Form Preparation screen (Figure 5). The Supplementary Docs screen displays (Figure 6). Figure 6 Other Supplementary Docs screen with text box. these options: You have 228

229 FastLane Help • the Other Supplementary Document in the text box Enter Upload the Other Supplementary Document • Enter Your Other Supplementary Document in the Text Box Access the Other Supplementary Docs screen (Figure 1) (see Work on 1. Documents ). Supplementary 1 Other Supplementary Docs screen. The Save Text button Figure circled. is Document copy and paste the Supplementary 2. Type in or in the text box (Figure 1). the that 3. Click the Save Text button (Figure 1). A screen displays (Figure 2) with the message Supplementary is saved. Document data Figure 2 Screen with the message that the Other Supplementary Document text has been saved. OK 4. Click the displays. button (Figure 2). The Form Preparation screen Upload Your Other Supplementary Document Supplementary Docs 1. Access the Other Documents screen (Figure 1) (see Work on Supplementary ). 229

230 FastLane Help Figure 1 Other Supplementary Docs screen. The Transfer File button is circled. Click the Transfer File 2. (Figure 1). The Supplementary Document File Upload button directions. screen displays (Figure 2). See Upload a File for Figure 2 Supplementary Documents File Upload screen. Go If a Supplementary Document has already been uploaded , when you click the Supplementary button for Other Document on the Form Preparation screen, the Supplementary Document in Figure File Upload screen displays as 3. 230

231 FastLane Help file 3 Document File Upload screen after a Supplementary has been uploaded. Figure screen gives you these options: This Display Current Supplementary Docs • Delete Current Docs Supplementary • Upload a Supplementary Document • Note: a new Supplementary Document will not result in deleting a previously uploaded file. Uploading Display Current Supplementary Docs the Supplementary Document File 1. screen (Figure On 3), highlight the Supplementary Upload Document you want to view in the list. 2. Click the Display Current Supplementary Docs button (Figure 3). The you need file displays in PDF format. If . to see Adobe Reader for FastLane Adobe Reader, download Delete Current Supplementary Docs On the Supplementary Document File Upload screen (Figure 3), highlight the Supplementary 1. to delete in the list. Document you want the Click displays Delete Current Supplementary Docs button (Figure 3). A screen 2. asking you to confirm that you want delete the file. to 3. Click the OK button. The Form Preparation screen displays. Upload a Supplementary Document Follow the directions in Upload a File . Uploading a new file will not replace any previously uploaded files. Enter a New Other Supplementary Document in the Text Box 231

232 FastLane Help a Supplementary Document has already been uploaded and you want to write a new Supplementary Document If in box, do the following: text the Supplementary Document File On Upload screen (Figure the 3), click the Delete Current Project 1. button. A screen displays with a message for Summary to confirm that you want to delete the file. you the OK button. The Supplementary Docs File Upload Click displays (Figure 3). 2. screen Return to the Form Preparation screen. 3. Click the Go button next to Other Supplementary Docs. The 4. Supplementary Docs screen displays with Other the text box. See Enter the Supplementary Document in the Text Box . Co - PI Senior Personnel Add/Delete Non - Is Non Co - PI Add/Delete Senior Personnel? What - can add Senior Personnel to the proposal or delete Senior Personnel from the proposal. You Senior add the name of a Senior You Person in this section for their name to display in the list of must Personnel for whom you can request NSF funds in Budgets (Including Justification) form. the for Conversely, deleting an individual as a Senior Person removes their name from the list of persons you can whom request funding in Justification) and the Budgets (Including Biographical Sketch from the proposal if a sketch has been entered or uploaded. removes their this form, you In can take these actions: a Senior Person • Add Delete a Senior Person • - Co - PI Senior Personnel? What Is Add/Delete Non You can add Senior Personnel to the proposal or delete Senior Personnel from the proposal. their must the name of a Senior You in this section for add name to display in the list of Senior Personnel for Person whom you can request NSF funds in the Budgets (Including Justification) form. individual Conversely, deleting an as a Senior Person removes their name from the list of persons for whom you can request funding in Justification) and removes their Biographical Sketch from the proposal if the Budgets (Including sketch has been uploaded. entered or a form, you In can take these actions: this • Add a Senior Person • Delete a Senior Person • Project Description • Biographical Sketches Current • Pending Support and • Supplementary Docs • Change PI • Link Collaborative Proposals • Proposal Classification Form Add a Senior Person Proposal ). 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal or Edit a 232

233 FastLane Help Figure 1 Form Preparation screen. The Go button for Add/Delete Non Co - PI Senior Personnel is circled. Click the Go button for Add/Delete Non - Co - 2. Senior Personnel (Figure 1). The Add/Delete Non - Co - PI Senior PI (Figure 2). Personnel Assigned to Proposal screen displays Figure 2 Add/Delete Non Co - PI Senior Personnel Assigned to Proposal screen. The Add Non - Co - PI Senior Person to Proposal button is circled. In the First Name 3. (Figure 2), type the person’s first name. box middle initial. 4. In the Middle Initial box (Figure 2), type the person’s 233

234 FastLane Help the Last Name box 5. In 3), type the person’s last name. (Figure 6. Click the Add Non Co - PI Senior Person to Proposal button (Figure 2). The Add/Delete Non - Co - PI Senior added Senior Personnel screen displays (Figure 3). The name of the Person now displays in a list at the top of of people for the screen. The person’s name also displays in the Budgets (Including Justification) in the list the whom you can request funds from NSF in proposal budget. Non Figure 3 Add/Delete newly - Co - PI Senior Personnel Assigned to Proposal screen with the name of the Senior added top. Person in the list of Senior Personnel at the Delete a Senior Person 1. Access the Form Preparation screen Proposal (Figure 1) (see Create a New Proposal or Edit a ). 234

235 FastLane Help Figure 1 Form Preparation screen. The Go button for Add/Delete Non Co - PI Senior Personnel is circled. PI Senior - 2. Click the Go button for Add/Delete Non - Co - PI Senior Personnel (Figure 1). The Add/Delete Non - Co Personnel Assigned to Proposal screen displays (Figure 2). Senior Figure 2 Add/Delete Non - Co - Principal Investigator screen. The Personnel Assigned to Proposal Senior circled. Delete Non - Co - PI Person from Proposal button is 235

236 FastLane Help delete from name of the Senior Person you want to the the list of Senior Persons (Figure 2). 2. Highlight Click the Delete Non - Senior Person From 3. button (Figure 2). A screen displays (Figure 3) with a Proposal message for you to confirm that you want to delete this Person from the proposal. Senior Figure 3 Screen with a message for you to confirm that you want to delete this Senior Person from the proposal. screen Click the OK button (Figure 3). 4. displays (Figure 4) with a message that the name you selected A has been deleted. Figure 4 Screen with a message that the Senior Person has been deleted. to 5. Click the OK button (Figure 4). The Add/Delete Non - Co - Principal Investigator Senior Personnel Assigned the list Proposal displays with the person’s name no longer on screen of Senior Persons. What Is Change PI? The this section, you can designate a Co - PI as a PI for the proposal. PI former In then becomes a Co - PI. person being made a PI for the The proposal must meet these conditions: • Be registered with NSF If not, request your SPO to register the person. a • Be listed as proposal Co - PI for the - the person is not currently listed as a Co - PI on the proposal, they should be added as a Co If PI in the Co - PI section Information of the Remainder of the Cover Sheet component of the Cover Sheet. Work on Change PI ). 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal or Edit a Proposal 236

237 FastLane Help 1 Form Preparation screen. The Go Figure next to Change PI is circled. button Click the Go button for Change 2. (Figure 1). The Change PI on Proposal screen displays (Figure 2) and PI lists all the Co - PIs the proposal. on Change Figure 2 circled. PI on Proposal screen. The Change PI button is to 3. Highlight the name of the person you want designate PI from the list of Co - PIs (Figure 2). Click 4. to are about the Change PI button (Figure 2). A screen displays (Figure 3) with a warning that you of the proposal. change the PI 237

238 FastLane Help about 3 with a warning that you are Screen to change the PI. Figure Click the 5. OK button (Figure 3). A screen displays (Figure 4) with the message that the PI on the proposal is now changed. 4 Screen with Figure message that the PI has been changed. the PI the OK button (Figure 4). The Change PI on Proposal screen displays (Figure 5). This time, the former 6. Click is on the list of Co - PIs, and the new PI’s name is no on the list. longer PI. PI Figure 5 Change on Proposal screen with the original PI now listed as the Co - Link Collaborative Proposals Is Link Proposals? What Collaborative this section, you can link your temporary proposal with other temporary In proposals. This gives NSF the ability to evaluate and consider the lead and non - lead proposals together. Linking your proposal to another temporary proposal results in the deletion in the non - lead linked proposal of: • Project Summary • Project Description • References Cited You these may link your proposal to as many other temporary proposals as you require. You have Link Collaborative Proposals: options in 238

239 FastLane Help • a temporary proposal Link Delete link between proposals a • What Is Link Collaborative Proposals? this section, you can link In your temporary proposal with other temporary proposals. This gives NSF the ability to consider evaluate and lead and non - lead proposals together. the linked proposal to another temporary proposal results in the deletion in the non - lead Linking your proposal of: Summary • Project Project Description • • References Cited these options You have You may link your proposal to as many other temporary proposals as you require. in Link Collaborative Proposals: Link • temporary proposal a • Delete a link between proposals Link a Temporary Proposal Create 1. Access the Form Preparation screen (Figure 1) (see a New Proposal or Edit a Proposal ). Figure 1 Form Preparation screen. The Go button for Link Collaborative Proposals is circled. Temporary Proposals 2. Click the Go button for Link Collaborative Proposals (Figure 1). The Link Collaborative 239

240 FastLane Help displays (Figure 2). screen 2 Link Collaborative Temporary Proposals screen. Figure Add Collaborative TPI to Proposal button is The circled. 3. In the Enter the TPI of a Proposal to Link the Temporary Proposal ID (TPI) of the box (Figure 2), type temporary proposal to link. for 4. In the Enter the PIN of a Proposal to Link box (Figure 2), type the PIN, which is provided by the PI collaborating the collaborating proposal, of the temporary proposal to link. Click 5. Collaborative the Add TPI to Proposal button (Figure 2). A screen displays (Figure 3) with a the proposals. message for you to confirm that you want to link want to 3 Screen with a message for you to confirm that you Figure link a non - lead temporary proposal. The Yes button is circled. message that the 6. Click the Yes button (Figure 3). The Temp. Proposal Added screen displays (Figure 4) with a linked. proposal is now Figure 4 Temp. Proposal Added screen. 7. Click the OK button (Figure 4). The Link Collaborative displays Temporary Proposals screen (Figure 5) with temporary the linked proposal now in a list of linked proposals at the bottom of the screen. You now have proposals. the option to delete the link between the 240

241 FastLane Help 5 Link Collaborative Temporary Proposals screen after you have Figure a proposal. The section linked listing linked proposals is boxed. Link Proposals Delete a Between Edit 1. Access the Form Preparation screen (Figure 1) (see Create a New Proposal , a a Proposal , or Create New Proposal from a Template ). 241

242 FastLane Help 1 Form Preparation screen. The Go button Figure for Link Collaborative Proposals is circled. Temporary Proposals 2. Click the Go button for Link Collaborative Proposals (Figure 1). The Link Collaborative displays (Figure 2). screen Collaborative linked Figure 2 Link a Temporary Proposals screen with the Temporary Proposal ID of 242

243 FastLane Help proposal Delete button is circled. highlighted. The the the Temporary Proposal ID of proposal you want to delete (Figure 2). 2. Highlight Click the Delete button (Figure 2). The Warning screen displays (Figure 3) with a message for you to 3. delink the proposals. confirm that you want to 3 Warning screen with a message for you Figure confirm that you want to remove the proposal as to collaborative temporary proposal. a (Figure 4) with the OK button (Figure 3). A screen displays the message that the proposal has been 4. Click delinked. 4 Screen with the message that the proposal has been delinked. Figure displays the OK button (Figure 3). The Link Collaborative Temporary Proposals screen 5. Click with the unlinked proposal longer in the list no proposals. of linked Proposal Classification Form Form? What Is the Proposal Classification you are preparing an unsolicited proposal and designated an organizational unit in the Directorate for Biological If Sciences (BIO) as your first or only choice of NSF organizational units , you must complete the Proposal Classification Form. Note: The Proposal Classification Form does not appear on the Form Preparation screen automatically. You must screen first fill out the first three components of the Cover Sheet for the Proposal Classification Form become to accessible. the Proposal Classification Access Form . See Proposal Classification Form provides the accelerated data for The processing of the proposal for the purpose of generating reports about the research that BIO reviews. table below indicates what information the The Form requires and why NSF needs the Proposal Classification information. (Click on a link below for instructions for that part of the form.) 243

244 FastLane Help Does What Is It? Why Title NSF Need It? No. Category Select the current status of the PI or Co - PI research Investigator Assists analysis of I requests as they may relate Status on federal grants. to past federal funding or current Science extent Select major scientific fields, in Fields Indicates the type and of II involved in the Other Than research Biology addition to biology, of interdisciplinary reviewed in BIO research. proposed monitor Select broad or thematic areas or to BIO Enables activity Substantive Area III related experimental systems the to in these areas for generating research research; BIO has proposed no reports on the reviewed preference. the infrastructure, including material, Select of analysis Assists Infrastructure IV resources intellectual, of current adequacy and human the necessary to progress in infrastructure and facilitate research. identifying future biological infrastructural needs the Indicate the habit in which of the Assists analysis Habitat V environmental breadth of system being studied experimental is the normally research reviewed in BIO found. - region Area of on geographic Indicate research related (not data Provides Geographic VI Research organization). location the your distribution of regions and of organisms involved research in reviewed BIO in of Indicate the most taxonomic the Classification Assists analysis of specific VII research. Organisms category research represented in the biological diversity of in reviewed - higher level if the Check the next BIO level is taxonomic appropriate absent. Indicate traditional model how Gives an estimate of laboratory Organism VIII Model species. laboratory frequently traditional are used species in research requests You must choose at least one descriptor in each of the categories listed unless the form indicates No Selection Required . Choose the most specific descriptors. apply for If no descriptors None the proposal , select Not Appropriate or of the Above . If you have further questions, your queries to BIO as follows: direct procedural questions on instructions for • the Proposal Classification Form, contact the Information For and Automation Resources Unit, [email protected] . BIO at • For questions on the substance and scientific review of the proposal, contact the relevant NSF Program Officer. information on BIO, its staff, and • For programs, click http://www.nsf.gov/bio to go to the BIO Web related site. What Is the Proposal Classification Form? you are preparing an unsolicited proposal and designated If an organizational unit in the Directorate for Biological Proposal Classification Sciences (BIO) as your first or only choice of NSF organizational units , you must complete the 244

245 FastLane Help Form. Preparation Form does not appear on the Form Proposal Classification screen automatically. You must Note: The of the Cover Sheet for first fill out the Proposal Classification Form screen to become the first three components See Access the Proposal Classification Form . accessible. Proposal Classification Form provides data for the accelerated The processing of the proposal for the purpose reports about the research that BIO reviews. of generating indicates what information the Proposal Classification Form requires and why The NSF needs the table below that (Click on a link below for instructions for part of the form.) information. Category Title What Is It? Why Does NSF Need It? No. Investigator research Select the current status of the PI or Co - PI of Assists analysis I Status requests as they may on federal grants. to relate or past federal funding current Fields of Science extent and type the Select major scientific fields, in Indicates II biology, involved in the addition Biology Than Other of interdisciplinary research to research. reviewed in BIO proposed to BIO Select broad or thematic areas or Enables activity monitor III Substantive Area the these areas in generating for experimental systems related to research; BIO has proposed reports on the research no preference. reviewed infrastructure, including material, Select the of analysis Assists Infrastructure IV resources and human intellectual, adequacy of current to necessary infrastructure and facilitate future in the progress identifying biological infrastructural needs research. the of Indicate the habit in which the analysis Assists Habitat V environmental breadth of studied experimental system being is the normally found. research in BIO reviewed on geographic Geographic Area of data Indicate research - related region (not Provides VI your organization). the Research location of distribution of regions and organisms involved in research BIO reviewed in Indicate the most specific taxonomic of Classification the Assists analysis of VII research. Organisms category represented research the biological diversity of in in reviewed - higher level if the BIO Check the next absent. level is taxonomic appropriate how estimate of Indicate traditional laboratory model Gives an Model Organism VIII frequently traditional species. laboratory species are used in research requests You must choose at least one descriptor in each of the categories listed unless the form indicates No Selection Required . Choose the most specific descriptors. further If no descriptors apply for the proposal , select Not Appropriate or None of the Above . If you have 245

246 FastLane Help questions, your queries to BIO as follows: direct the For on instructions for the Proposal Classification Form, contact procedural questions Information and • Resources Unit, BIO at [email protected] . Automation review For questions on the substance and scientific of the proposal, contact the relevant NSF Program • Officer. For information on BIO, • staff, and related programs, click http://www.nsf.gov/bio to go to the BIO Web its site. Access the Proposal Classification Form Proposal Classification Form does not appear on the Form Preparation screen automatically. You must The first establish that the proposal is for an organizational unit the Directorate for Biological Sciences (BIO). To do of proposal: this, you must complete the first three components of the Cover Sheet for the • Place of Performance Awardee Organization/Primary Program Number Announcement/Solicitation Selection • NSF Unit Consideration • you have filled out these required parts of the Cover Sheet, the Proposal Classification Form displays on the After Form Preparation screen. You can then access the form and complete it. Complete the Three Required Cover Sheet Components Access the Form Preparation screen (Figure 1) (see Create a New Proposal , Edit a 1. Proposal , or Create a Template New Proposal from a ). circled. Figure 1 Form Preparation screen. The Go button for the Cover Sheet is 246

247 FastLane Help Click the Go button for Cover Sheet (Figure 1). The Cover Sheet Components Form 2. displays (Figure 2). screen you Cover Sheet Components Form screen. Boxed are the three components Figure 2 must complete to access the Proposal Form. Classification Click Performance (Figure 2). 3. the Go button for Awardee Organization/Primary Place of instructions to See Awardee Organization/Primary Place of Performance for on how 4. complete the Awardee Organization/Primary Place of Performance component. the 5. Click (Figure 2). Go button for Program Announcement/Solicitation Number Selection Number The Program Announcement Solicitation Selection screen displays (Figure 3). 247

248 FastLane Help 3 Program Announcement/Solicitation Number Selection screen. Figure The Proposal & Award Policies & Procedures Guide (PAPPG) and the Selection are circled. Select button Program in the 6. Highlight Proposal & Award Policies & Procedures Guide (PAPPG) Announcement/Solicitation Number list (Figure 3). button 7. Click the Select (Figure 3). The Unit Selection Lists screen displays (Figure 4). 248

249 FastLane Help 4 Unit Selection Lists screen. The Directorate Figure and the Select Division button are circled. BIO under Directorate 8. In the Divisions list (Figure 4), scroll through the divisions to highlight your division the BIO heading from the Divisions list. displays 9. Click the Select Division button (Figure 4). The division you selected the in list list, and the Programs Divisions for that division displays (Figure 5). 249

250 FastLane Help 5 Unit Selection Lists screen with Figure program highlighted. The Select Program button is a circled. (Figure 5). 10. Highlight a program from the Programs list Selected NSF Units 11. Click the Select Program button (Figure 5). The Current List of the the program. screen displays (Figure 6) showing unit that was selected for 250

251 FastLane Help 6 Unit Selections List screen. Current List Figure Selected NSF Units section is boxed. of (Figure 7) with 12. Click the Go Back button (Figure 6). The Cover Sheet Components Form screen displays selections your displayed. 251

252 FastLane Help 7 Cover Sheet Components Form screen. The Figure Go Back button is circled. Proposal the 13. Click the Go Back button (Figure 7). The Form Preparation screen displays (Figure 8) with Classification of form now in the list proposal forms. Form Figure 8 Preparation screen. The Go button for Proposal Classification form is circled. 252

253 FastLane Help Click the Go button for Proposal Classification (Figure The Proposal Classification Form screen displays 14. 8). See Work on the Proposal Classification Form . (Figure 9). 9 Upper portion of the Proposal Classification Figure screen. Form Work on the Proposal Classification Form these options on the The Proposal Classification form is a long form. To help you complete the form, you have Form: Proposal Classification an overview Print the Proposal Classification Form to gain form and what of the • you need to complete it. • Check the What and Why for each category. Save • the future the Proposal Classification Form for the proposal for further work in Print the Proposal Classification Form screen ). 1. Access the Proposal Classification Form (Figure 1) (see Access the Proposal Classification Form 253

254 FastLane Help 1 Upper portion of the Proposal Classification Figure screen. The Worksheet button is circled. Form Click 2. the Worksheet button (Figure 1). The entire form displays in PDF format (Figure 2). If you need to download Adobe Reader, see Adobe Reader for . FastLane PDF format. Figure 2 Proposal Classification Form in form 3. Click the Print icon on the upper left of the PDF toolbar (Figure 2). The Proposal Classification prints. 4. Click the browser back button to return to the Proposal Classification Form screen (Figure 1). Category Check the What and Why for Each 254

255 FastLane Help The of the Proposal Classification Form display in succession on the eight categories category, Classification screen. For each Form you can: Proposal Click the What button to • out what information NSF is seeking for that category (as for Category IV find Figure 3). shown in Click • the Why button to find out why NSF needs the information (as for Category IV shown in Figure 3). 3 Category IV section of the Proposal Classification screen. The What button Figure the Why and button are circled. Classification Save Proposal Form the When you are finished working (Figure 4), on the form, at the bottom of the Proposal Classification Form screen you have these options: the responses • Save Cancel changes • Clear all entries • Figure 4 Lower portion of the Proposal Classification Form screen with the option buttons. The OK button is circled. the Responses Save the bottom of At the the Proposal Classification Form screen ( Figure 4 ), click the OK button. FastLane saves Proposal message If you have not completed the form, the changes. Classification screen displays (Figure 5) with a submission. at the top of the screen on what you must do to complete the form for 255

256 FastLane Help with 5 Upper portion of the Proposal Classification Form Figure a message on any changes that must screen made for the form be be ready for submission to NSF. to Cancel Changes At the bottom of the Proposal Classification Form screen 1. Figure 4 ), click the Cancel button. A screen displays ( you have are with a message that the form has been saved, although any new changes session made in this deleted. 2. Click the OK button. The Form Preparation screen displays. Clear All Entries 1. At the bottom of the Proposal Classification Form screen ( Figure 4 ), click the Delete displays button. A screen entries. with the message that the form has been cleared of all button. The Click the OK 2. Form Preparation screen displays. Fill Out the Proposal Classification Form through 9) 1. Access the Proposal Classification Form screen (Figures 1 256

257 FastLane Help 1 Upper portion of the Figure Proposal Classification Form screen. For Category I (Figure 2), click the radio 2. button for the appropriate selection for investigator status. Select one item. 2 Figure I: Investigator Status. Category than 3. For Category II science other (Figure 3), select the radio button for the appropriate selection for fields of select one in the research. You may involved to three items. biology Figure 3 Category II: Fields of Science Other Than Biology. You 4. For Category III (Figure 4), select the radio button for the appropriate selection for substantive area. 257

258 FastLane Help one may four select items. to III: 4 Category Figure Substantive Area. You may infrastructure. 5. For Category IV (Figure 5), select the radio button for the appropriate selection for select one to three items. Figure 5 Category IV: Infrastructure. For 6. select Category V (Figure 6), select the radio button for the appropriate selection for habitat. You may one to two items. 258

259 FastLane Help 259

260 FastLane Help Category V: 6 Habitat. Figure For Category VI (Figure 7), select the radio button for the appropriate selection for geographic area 7. of the research. You may select one to two items. the 7 Figure of Research. Category VI: Geographic Area of organisms. 8. For Category VII (Figure 8), select the radio button for the appropriate selection for classification to You select one may four items. Category VII: Classification Figure 8 Organisms. of the 9. For Category VIII (Figure 9), select radio button for the appropriate selection for model organism. one. Select 260

261 FastLane Help Figure Category VIII: Model Organism. 9 Proposal Submit and Sign a and Submit Sign a Proposal Introduction the contents of the Submit and Sign Print a Proposal book . a to NSF Submitting proposal to provide the proposal certifications (AOR) concurrently with submission of the proposal. Reviewing a Proposal In Research Administration, the Sponsored Projects Office (SPO) can View/Edit or Return the Proposal back to the PI. and the Authorized Organizational Representative (AOR) signs submits the proposal In Research Administration, NSF electronically. to In Research Administration, the SPO can perform these functions in the Proposals/Supplements/File Updates/Withdrawals section of Research Administration: • Check a proposal for completeness • Edit a proposal • Return a proposal to the PI • View and print a submitted proposal Signing and Submitting a Proposal perform these functions in In Research Administration, the Authorized Organizational Representative (AOR) can the Updates/Withdrawals section of Research Administration: Proposals/Supplements/File a proposal for completeness • Check Edit a proposal • • Return a proposal the PI to • View and print a submitted proposal • a proposal Submit Submitting a proposal to NSF (AOR) to provide the proposal certifications concurrently with submission of the proposal. Reviewing a Proposal the Sponsored In Research Administration, (SPO) Projects Office can View/Edit or Return the Proposal back to the PI. and the Authorized Organizational Representative (AOR) signs submits the proposal In Research Administration, to electronically. NSF the SPO In Research Administration, perform these functions in the Proposals/Supplements/File can Updates/Withdrawals section of Research Administration: Check a proposal for completeness • • Edit a proposal proposal • Return a to the PI proposal • View and print a submitted 261

262 FastLane Help a Proposal for Completeness as an SPO/AOR Check On the FastLane Home 1. screen, log in to Research Administration as an SPO (see SPO/AOR Login ). The Page (Figure 1). Research Administration screen displays and 1 Research Administration Figure screen. The Proposals/Supplements/File Updates/Withdrawals link is circled. 2. The Click Proposals/Supplements/File Updates/Withdrawals (Figure 1). on the Updates/Withdrawals screen displays Proposals/Supplements/File Documents in Progress tab (Figure 2). 262

263 FastLane Help 2 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Figure is tab. Check link The circled. Progress Find the proposal whose readiness you want to check (Figure 2). You can sort the 3. by documents clicking on one of the column heads: Temp ID groups the documents in succession by • ID number. Temp type, groups the documents by Type proposals, supplements, file updates, and withdrawals. • you. • Access Level groups the documents by the access level the PI has granted to by to PI Name groups the documents the PI assigned • the document. • Proposal Title groups the documents alphabetically by title. the 4. Click the Check link on the row for Proposal proposal you want to check (Figure 2). The list that have screen (Figure 3) is displayed with a Errors/Warnings of proposal items not been completed. . To make changes, see Edit a Proposal as an SPO/AOR 263

264 FastLane Help 3 Proposal Figure Errors/Warnings screen. Edit a Proposal as an SPO/AOR The (see 1. On the FastLane Home Page screen, log in to Research Administration as an SPO SPO/AOR Login ). Research Administration screen displays (Figure 1). Figure Administration 1 Research screen. The Proposals/Supplements/File Updates/Withdrawals link is circled. The (Figure 1). 2. Click Proposals/Supplements/File Updates/Withdrawals 264

265 FastLane Help Proposals/Supplements/File Updates/Withdrawals screen displays at the Documents in Progress tab (Figure 2). in Figure 2 Proposals/Supplements/File Updates/Withdrawals screen on the Documents Progress tab. Select the Edit link. to edit 3. Click Edit in the row for the proposal you want Preparation (Figure 2). The Form (Figure 3) proposal. screen displays for that 265

266 FastLane Help 3 Form Preparation screen for the proposal you selected to edit. Figure See Prepare Proposal Forms for instructions on how 4. work on all the forms in the Form Preparation screen to (Figure 3). NSF a Proposal Submit (AOR only) to a Check If a proposal is ready for submission to NSF , the AOR may submit it via NSF's electronic systems. (See Proposal for Completeness for instructions on how to check the proposal for its readiness for submission.) Home 1. On the FastLane Research Page screen, log in to Research Administration (see SPO/AOR Login ). The (Figure 1). Administration screen displays 266

267 FastLane Help screen. 1 Research Figure The Proposals/Supplements/File Administration link Updates/Withdrawals is circled. Updates/Withdrawals Proposals/Supplements/File 2. Click (Figure 1). The Proposals/Supplements/File Updates/Withdrawals screen displays in on the Documents Progress tab (Figure 2). screen Figure 2 Proposals/Supplements/File Updates/Withdrawals in on the Documents circled. Progress tab. The Submit link is 267

268 FastLane Help Click Submit in the row for the proposal you want to submit (Figure 2). The Proposal 3. Errors/Warnings giving you the capability to submit the displays (Figure 3) if there are no errors that screen proposal, submission. You can either submit the prohibit proposal or submit and also sign the proposal . 3 Upper portion of the Proposal Errors/Warnings screen for the proposal if Figure the proposal is ready for submission. and Submit Sign the Proposal sign If you have AOR permissions, you have the capability to proposal. and submit the the In the Debarment and Suspension section of Proposal Errors/Warnings screen (Figure 4), click the 1. button for your Yes or No if there are any debarments or suspensions of you or of radio organization from transactions with federal agencies. Figure 4 Debarment and Suspension Certification section of the Proposal Errors/Warnings screen. 2. If you answered Yes, in the text the radio buttons (Figure 4), type an explanation. box under the check 3. In the Institution Information section of the Proposal Errors/Warnings screen (Figure 5), 268

269 FastLane Help accuracy of the information your organization. for 5 Institution Information section of the Proposal Errors/Warnings screen. Figure and Submit button Sign is circled. The At the bottom of the Proposal Errors/Warnings 4. click the Sign and Submit button. screen (Figure 5), The Submission Confirmation screen displays (Figure 6) with a message that the proposal has Proposal the official NSF been successfully to NSF. It also displays submitted number for the proposal. been Figure 6 Proposal Submission Confirmation screen with the message that the proposal has for submitted the NSF number the proposal. to NSF and with 5. Write down the NSF proposal number. 6. Click the OK button (Figure 6). The Proposals/Supplements/File Updates/Withdrawals screen displays on the Documents in Progress tab (Figure 2). Return PI a Proposal to the in 1. On the FastLane Home Page screen, log Research to Administration (see SPO/AOR Login ). The Research Administration screen displays (Figure 1). 269

270 FastLane Help Updates/Withdrawals 1 Research Administration screen. The Proposals/Supplements/File Figure is circled. link Click Proposals/Supplements/File 2. Updates/Withdrawals (Figure 1). The Proposals/Supplements/File Updates/Withdrawals screen displays on the Documents Progress in tab (Figure 2). Updates/Withdrawals Progress Figure 2 Proposals/Supplements/File screen on the Documents in tab. Return to The PI link is circled. on 3. Click Return to PI (Figure 2) (Figure 3) the row for the proposal you want to return. A screen displays with a message for you to confirm this action. 270

271 FastLane Help 3 Screen with the message for you to Figure that you want to return the proposal to the PI. confirm Write a note to the PI in the text box (Figure 3) (optional). Once you 4. to the PI, you no return the proposal longer have access to the proposal as an SPO. the the OK button (Figure 3). 5. screen displays (Figure 4) with the message that Click proposal has been A returned to the PI. PI. Figure 4 Screen with a message that the proposal has been returned to the 6. Click the OK button The Proposals/Supplements/File Updates/Withdrawals screen (Figure 4). displays on the Documents in Progress tab (Figure 2). AOR Functions Access AOR Functions Authorized 1. If you are an has been Organizational Representative (AOR) and need to sign a proposal that screen, to NSF, on the FastLane Home Page submitted to log in Research Administration (see SPO AOR Login ). The Research Administration screen displays (Figure 1). 271

272 FastLane Help The 1 Research Administration Figure Authorized Organizational Representative screen. link Functions circled. is Functions Authorized Organizational Representative 2. Click (Figure 1). The Authorized Organizational documents Representative Functions screen displays (Figure 2) with a listing of all the that require your electronic signature. Figure 2 Authorized Organizational Representative Functions screen. the 3. Verify that the Signature Information in is upper left of the screen is correct (Figure 3). If the information Account Management not correct, click to change the information. 272

273 FastLane Help Figure Verify Signature Information section of the Authorized Organizational Representative 3 screen. Account Management link is circled. Functions The Functions the Authorized Organizational Representative these options on You have screen: • a single proposal Sign • Sign several documents at once Access AOR Functions If you are an Authorized Organizational Representative (AOR) and 1. need to sign a proposal that has been screen, SPO AOR submitted to NSF, on the FastLane Home Page (see log in to Research Administration displays Login Research Administration screen The (Figure 1). ). Figure 1 Research Administration screen. The Authorized Organizational Representative Functions link is circled. 2. Organizational Click Authorized Organizational Representative Functions (Figure 1). The Authorized listing Functions screen displays (Figure 2) with a Representative that require of all the documents your electronic signature. 273

274 FastLane Help Figure Authorized Organizational Representative Functions screen. 2 (Figure 3). the Signature Information in the upper left 3. the screen is correct Verify that If the information is of Account Management correct, click change the information. not to Figure 3 Verify Signature Information section of the Authorized Organizational Representative The Account Management link Functions is circled. screen. You have these options on the Authorized Organizational Representative Functions screen: • Sign a single proposal once • Sign several documents at Sign a Single Proposal Access the Authorized Organizational Representative Functions screen (Figure 1) (see Access AOR 1. ). Functions Figure 1 Authorized Organizational Representative Functions screen. The check box for signing a circled. proposal is Click the check box next to 2. proposal you want to electronically sign (Figure 1). the 2). 3. Click the Sign button (Figure 1). The Electronic Signature Notice screen displays (Figure 274

275 FastLane Help section 2 Electronic Signature Notice screen. The Debarment and Suspension Figure Certification the Sign button boxed, and is circled. is In the Debarment and 4. Suspension Certification section of the Electronic Signature Notice screen (Figure 2), click the radio button for Yes or No to indicate if you are presently debarred, suspended, declared ineligible, agency. or voluntarily excluded from covered transactions by any Federal department or the text 5. answered Yes , type an explanation in If you box below the radio buttons (Figure 2). 6. Click the Sign button (Figure 2) to confirm your acceptance of the conditions. The Confirmation screen the displays (Figure 3) with a message that proposal has been signed. Figure 3 Confirmation screen with a message that the proposal has been signed. Representative 7. Click Return to AOR Functions Main (Figure 3). The Authorized Organizational 275

276 FastLane Help Functions displays (Figure 1). screen Once Several at Documents Sign Access the Authorized Organizational 1. Functions screen (Figure 1) (see Access AOR Representative ). Functions Authorized Organizational Representative Functions screen. The Sign button is circled. 1 Figure any the documents you want to sign by 2. Select one of the following options (Figure 1): and • Click the box next to Check to Select All Proposals/Supplements to sign only the proposals listed. supplements to • Click the box next Check to Select All Documents to sign all documents listed. mark box next • Click the check sign. to each document that you want to 3. Click the Sign button (Figure 1). (Figure 2). The Electronic Signature Notice screen displays 276

277 FastLane Help 2 Electronic Signature Notice Figure Sign button is circled. screen. The 4. the Debarment and Suspension Certification section of the Electronic Signature Notice screen (Figure 2), In ineligible, click the radio button for Yes or No to indicate if you are presently debarred, suspended, declared covered voluntarily excluded from or transactions by any Federal department or agency. (Figure 2). 5. If you answered Yes , type an explanation in the text box below the radio buttons to conditions. Click the Sign button (Figure 2) 6. confirm your acceptance of the The Confirmation screen displays (Figure 3) with a message that the proposals have been signed. 277

278 FastLane Help Confirmation screen with a message that the 3 proposals have been signed. Figure a Submitted Proposal Update Update Submitted Proposal Introduction a the responsibility of the proposing It is to thoroughly review each proposal before the organization proposal’s submission. On occasion, however, a problem is identified with a portion of the proposal after the proposal has been submitted electronically to NSF. FastLane Proposal File Update Module allows the The organization to request the replacement of files or revision of other Proposal Attributes, associated with a previously submitted proposal. Further information PAPPG on this process can be found in the Roles in Proposal File Update As PI, you can: a Proposal File Update • Create a • and edit an update View the Update Summary • View Create an update PIN • update SPO access to an Allow • Delete an update • As an SPO, you can: • View the Update Summary • Check an update for completeness Edit an update • • Return an update to the PI s A above and an AOR you can do all of the • Sign and Submit an update • Withdraw an update Create a Proposal File Update 1. On the log FastLane Home Page screen, in to Proposals, Awards, and Status (see PI/Co - PI Login ). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays (Figure 1). 278

279 FastLane Help 1 Principal Investigator (PI)/Co - Figure Investigator (Co - PI) Management screen. The Principal Proposal Functions link is circled. Click Proposal Functions (Figure 1). The Principal 2. Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 2). Management Proposal Functions screen displays Figure 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions is screen. The Proposal File Update link circled. 3. Click Proposal File Update of (Figure 2). The List Proposals Eligible for Update screen displays (Figure 3). 279

280 FastLane Help The 3 List of Proposals Eligible for Update Figure screen. Continue button is circled. 4. the proposal you want to work on in the List of Proposals Eligible for Update (Figure 3). Highlight proposal displays 5. Click the Continue button (Figure 3). The Proposal Update Control screen for that (Figure 4). Control screen Figure 4 Proposal Update for the selected proposal. The Create Update button is circled. The 6. Click the Create Update button (Figure 4). Proposal Update Control screen for the proposal displays (Figure 5). 280

281 FastLane Help 5 Proposal Update Control screen. The Figure View/Edit Update button is circled. screen The 7. Click the View/Edit Update button (Figure 5). Proposal Update Form Preparation of the displays (Figure 6). This screen lists all the sections can update any section proposal; you except the Postdoctoral Mentoring Plan. . 281

282 FastLane Help 6 Proposal Update Form Preparation screen. The Figure for Project Summary is circled. Go button Click the Go button for the section that you want to update (Figure 6). 8. Prepare Proposal Forms See for the instructions for any section. section. copy and paste text in 9. for the Type or Or, for a Project Summary with Special the text box Documents section. See Characters, upload a new file to replace the old file in the Supplementary for for FastLane and Upload a File Acceptable Formats instructions. After you have accepted the uploaded Update section or saved the text in the text box, the Proposal (Figure Form Preparation screen displays in The updated section (the Project Summary 7). Figure 7 as an example) now displays in red and is the change. marked as Changed with the date of 282

283 FastLane Help Figure 7 Proposal Update Form Preparation as The updated section (circled) is in red and marked screen. circled. Changed with the date of the change. The Proposal Update Justification Note button is 10. Repeat Step 9 for any sections you want to replace. button 11. Click the Proposal Update Justification Note displays (Figure 7). The Justification Note screen (Figure 8) with a text box for entering the justification for the Proposal File Update. 283

284 FastLane Help 8 Note screen. The OK button Justification is circled. Figure 12. copy and paste the Justification in the text box (Figure 8). Type or Click the OK button (Figure 8). 13. screen displays (Figure 9) with the message that the Justification Note has A been saved. 9 Screen with the message Figure that the Justification Note has been saved. (Figure 7). 14. Click the OK button (Figure 9). The Proposal Update Form Preparation screen displays View and Edit a Proposal File Update If a Proposal File Update has already been created, you may view and also edit it. as 1. On the FastLane Home Page screen, log in PI - a PI or Co - PI to Proposals, Awards, and Status (see PI/Co Principal ). The Principal Investigator (PI)/Co - Login Investigator (Co - PI) Management screen displays (Figure 1). 284

285 FastLane Help Figure 1 Principal Investigator Management screen. (PI)/Co - Principal Investigator (Co - PI) circled. The Proposal Functions link is Principal 2. Click Proposal Functions (Figure 1). The - Investigator (PI)/Co Principal Investigator (Co - PI) Management Proposal Functions screen displays (Figure 2). - 2 Principal Investigator (PI)/Co (Co Principal Investigator Figure - PI) Management Proposal Functions screen. The Proposal File Update link is circled. 3. Click the Proposal File Update link (Figure displays 2). The List of Proposals Eligible for Update screen (Figure 3). 285

286 FastLane Help 3 List of Proposals Eligible for Update Figure screen. The Continue button is circled. (Figure 3). in 4. Highlight the proposal you want to work on the List of Proposals Eligible for Update Update Click the Continue button (Figure 3). The Proposal 5. Control screen for that proposal displays (Figure 4). Figure 4 Proposal Update Control screen. The View/Edit Update button is circled. screen 6. Click the View/Edit Update button (Figure 4). The Proposal Update Form Preparation (Figure 5) with these options: displays View an updated proposal a section of • • Update a section or edit an updated section • View and edit the Justification Note 286

287 FastLane Help Go button Proposal Update Form Preparation The 5 for the updated section and Figure screen. the Proposal Update Justification Note button are circled. an Updated Section of View a Proposal section updated 1. On the Proposal Update Form Preparation screen (Figure 5), click the Go button for the that that you want to view. The File Upload screen displays for Summary, section, for example, the Project 6. as in Figure 287

288 FastLane Help Current Project 6 File Upload screen. The Display Project Summary Summary button is Figure circled. Click 2. Display Current section button for that section, as in Figure 6 for the Project Summary. The the file displays in PDF format. If you need to download Adobe updated Reader, see Adobe Reader for FastLane . the browser back button to return to the Proposal Update Form Preparation 3. Click (Figure 5). screen Update a Section or Edit the Updated Section 1. On the Proposal Update Form Preparation the Go button for the section you want to screen (Figure 5), click edit (see Prepare Proposal Forms for instructions for File any proposal section). The text box screen or the section Upload that screen for displays. Type or copy and paste text in the text box or upload a new file to replace the 2. old file. See Acceptable the Formats for FastLane and Upload a File for instructions. After you have accepted the upload or saved text (Figure 5). in the text box, the Proposal Update Form Preparation screen displays View and Edit the Justification Note Update 1. On the Proposal Preparation Form screen (Figure 5), click the Proposal Update Justification Note (Figure 7). button. The Justification Note screen displays 288

289 FastLane Help button 7 Justification Note screen. The Figure OK is circled. View and edit the Justification as you require (Figure 7). 2. 3. Click the OK button (Figure 7). A screen displays (Figure 8) with the message that FastLane has saved the Justification Note. Screen Figure 8 saved. with the message that the Justification Note has been Proposal Update Click the OK button (Figure 8). The 4. Form Preparation screen displays (Figure 5). View the Update Summary 1. Access the Proposal Update Control screen (Figure 1) (see View and Edit a Proposal File Update , Step 1 5). through Step 289

290 FastLane Help 1 Proposal Update Control screen. The Figure Summary button is circled. View Update 2. Click the View Update Summary button (Figure 1). The Proposal Update Summary screen displays (Figure have these options: 2) with the status of the update and a listing of the updated sections. You View the current section , the section • as it was submitted to NSF the • View it has been updated proposed replacement section , the section as • View the Justification Note for the update 290

291 FastLane Help is 2 Proposal Update Summary screen. The View Current Section button Figure circled. the Current Section View On the Proposal 1. Update Summary screen ( Figure 2 ), in the box listing the updated sections, click the radio button for the current section you want to view. ). The section need 2. Click the View Current Section button ( Figure 2 you displays in PDF format. If Adobe Reader for to Adobe Reader, see download FastLane . the Click back button 3. on the browser to return to the Proposal Update Summary screen ( Figure 2 ). View the Proposed Replacement Section (Figure 3), 1. On the Proposal Update Summary screen in the box listing the updated sections, click the that you want to view. radio button for the updated section 291

292 FastLane Help 3 Proposal Update Summary screen. The Figure Proposed Replacement Section button is View circled. you Click the View Proposed Replacement Section button 2. (Figure 3). The form displays in PDF format. If . FastLane need to download Adobe Reader, see Adobe Reader for the 3. Click the back button on the browser to return to Proposal Update Summary screen (Figure 3). View the Justification Note the 1. On Proposal Update Summary screen (Figure 4), click the View Proposal Update Justification Note (Figure 5). button. The Justification Note screen displays 292

293 FastLane Help screen. Figure 4 Proposal Update Summary Note The View Proposal Update Justification button is circled. 293

294 FastLane Help 5 Justification Note Figure OK button is circled. screen. The (Figure 4). 2. Click the OK button (Figure 5). The Proposal Update Summary screen displays Create an Update PIN 1) 1. Access the Proposal Update Control screen (Figure 1 (see View and Edit a Proposal File Update , Step through Step 5). 294

295 FastLane Help Update 1 Proposal Update Control screen. The Figure PIN button is circled. Create Click the Create Update PIN button (Figure 1). The Proposal File 2. Update PIN Control screen displays (Figure 2). 2 Proposal File Update Figure The OK button is circled. PIN Control screen. boxes (Figure 2). 3. Type the PIN number in the A Click the OK button (Figure 2). screen 4. displays (Figure 3) with the message that the PIN number has been changed. Control 5. Click the OK button (Figure 3). The Proposal Update (Figure 1). screen displays Delete a Proposal File Update (Figure 1. Access the Proposal Update Control screen 1) (see View and Edit a Proposal File Update , Step 1 through Step 5). 295

296 FastLane Help 1 Proposal Update Control screen. The Figure Update button is circled. Delete Click the Delete Update button (Figure 1). A screen displays 2. (Figure 2) with a message for you to confirm that you want to delete that Proposal File Update and a warning that the update cannot be restored. delete Update. Figure 2 Screen with a message for you to confirm that you want to the Proposal File The button is circled. OK 3. Click the OK button (Figure 2). A screen displays (Figure 3) with the message that the update is deleted. Figure 3 Screen with the message that the update has been deleted. The Click the OK button (Figure 3). 4. Proposal Update Control screen displays (Figure 1). SPO Access to a Proposal File Update Allow 296

297 FastLane Help Access the Proposal Update Control screen (Figure 1) (see View and Edit Proposal File Update , Step 1 1. a 5). through Step 1 Proposal Update Control screen. The Allow SPO Figure button is circled. Access message for the Allow SPO Access button (Figure 1). A screen displays (Figure 2) with a 2. Click you to confirm that you want allow SPO access to the to Update. Proposal File update. Figure 2 Screen with message for you to confirm that you want to grant the SPO access to the is The button OK circled. 2). 3. Click the OK button (Figure The Access to Proposal File Update Has Been Given to Your SPO screen displays also (Figure 3) with the message that the SPO has access to the Proposal File Update. The screen access. lists the names of people to whom FastLane has sent emails to notify them of the SPO's 297

298 FastLane Help Given 3 Access to Proposal File Update Has Figure to Your SPO screen. Been Click the OK 4. (Figure 3). The Proposal Update Control screen displays (Figure 4) with the button update now listed as a Update. Forwarded Proposal File Figure 4 Proposal Update Control screen after you have given the SPO access to the Update. Work with Forwarded Updates Work with Forwarded Proposal File Updates ). PI Login 1. On the FastLane - Home Page screen, log in as a PI to Proposals, Awards, and Status (see PI/Co 298

299 FastLane Help screen (PI)/Co - Principal Investigator (Co - PI) Management displays (Figure 1). The Principal Investigator 1 Figure Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen. The Proposal Functions link is circled. PI) - 2. Click Proposal Functions (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co Management screen displays Proposal Functions (Figure 2). Figure 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions screen. The Proposal File Update link is circled. Click Proposal File Update 3. List of Proposals Eligible for Update (Figure 2). The 3). screen displays (Figure 299

300 FastLane Help screen. List of Proposals Eligible for Figure The Continue button is circled. 3 Update Highlight the proposal whose update you want to view in the 4. of Proposals Eligible for Update (Figure 3) List 5. Click the Continue button (Figure 3). The Proposal Control screen for that proposal displays (Figure Update NSF a 4) with list of the updates that the SPO has access to in the Forward Updates list, along with their for working with updates that the SPO has access to: acceptance status. You have these options • View the Update Summary for a forwarded update Remove • an update SPO access to if View and print an updated proposal • the update has automatically approved status 300

301 FastLane Help been Proposal Update Control screen after the SPO has 4 given access to a Proposal File Update. Figure with Forwarded Proposal File Work Updates as the FastLane Home Page screen, log in 1. On a PI to Proposals, Awards, and Status (see PI/Co - PI Login ). (PI)/Co (Figure 1). The Principal Investigator - Principal Investigator (Co - PI) Management screen displays Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen. The Proposal Functions link is circled. 2. PI) Click Proposal Functions (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co - screen Management Proposal Functions displays (Figure 2). 301

302 FastLane Help 2 Principal Investigator (PI)/Co Figure Principal Investigator (Co - PI) Management Proposal - Functions screen. The Proposal File Update link is circled. Click Proposal File Update (Figure 2). The List of Proposals Eligible 3. for Update 3). screen displays (Figure circled. Figure 3 List of Proposals Eligible for Update screen. The Continue button is Highlight the proposal whose update you want to view in the List 4. of Proposals Eligible for Update (Figure 3) 5. Click the Continue button (Figure 3). The Proposal that Update Control screen for proposal displays (Figure 4) with a list of the updates that the SPO has access to in the Forward Updates list, along with to: their NSF acceptance status. You have these options for working with updates that the SPO has access 302

303 FastLane Help for the Update Summary View a forwarded update • Remove SPO access to an update • and print an updated proposal if the View update has automatically approved status • Update. after Figure 4 Proposal Update Control screen the SPO has been given access to a Proposal File Summary the Update View for a Forwarded Update Access 1. Updates the Proposal File Update Control screen (Figure 1) (see Work with Forwarded ). 303

304 FastLane Help the 1 Proposal Update Control screen with Figure Forwarded Updates list. The View Update button is Summary circled. in the Forwarded Updates list 2. Highlight the update whose Update Summary you want to view. (Figure 1) Summary 3. Click the View Update Summary button (Figure 1). The Proposal Update screen displays (Figure 2). You have these options: NSF • View the current section , the section as it was first submitted to section View the proposed replacement • section , the as it has been updated the update • View the Justification Note for 304

305 FastLane Help is 2 Proposal Update Summary screen. The View Current Section button Figure circled. the Current Section View On the 1. Update Summary screen (Figure 2), in the box listing the updated sections, click the Proposal radio button for the current section you want to view. to 2. Click the View Current Section button (Figure 2). The form displays in PDF format. If you need download Adobe Reader, see Adobe Reader for FastLane . 3. Click the back button on the browser to return to the Proposal Update Summary screen (Figure 2). the View Proposed Replacement Section 1. On the Proposal Update Summary screen (Figure 3), in the box listing the updated sections, click the that you want to view. radio button for the updated section 305

306 FastLane Help 3 Proposal Update Summary screen. The Figure View Proposed Replacement Section button is circled. If you Click the View Proposed Replacement Section button 2. (Figure 3). The section displays in PDF format. . FastLane need to download Adobe Reader, see Adobe Reader for 3. return Click the back button on the browser to to the Proposal Update Summary screen (Figure 3). View the Justification Note the 1. On Note Proposal Update Summary screen (Figure 4), click the View Proposal Update Justification 5). button. The Justification Note screen displays (Figure 306

307 FastLane Help screen. Figure 4 Proposal Update Summary Note The View Proposal Update Justification is button circled. 307

308 FastLane Help button 5 Justification Note screen. The Figure OK is circled. Click the 2. OK button (Figure 4). The Proposal Update Summary screen displays (Figure 4). View and Print an Updated Proposal If the Proposal screen, File Update has the status of Automatically Accepted, on the Proposal Update Summary you have an option to view and print the updated proposal. the 1. Access ). Proposal Update Control screen (Figure 1) (see Work with Forwarded Updates 308

309 FastLane Help 1 Proposal Update Control screen with an Automatically Figure Accepted update highlighted. The View Update Summary button is circled. 2. (Figure 1). Highlight the Automatically Accepted update in the Forwarded Updates list Summary 3. Click the View Update (Figure 2). button (Figure 1).The Update Summary Log screen displays 309

310 FastLane Help Figure 2 Update circled. Log screen. The View/Print Proposal button is Summary View 4. Click the View/Print Proposal button (Figure 2). The Proposal Submitted screen displays (Figure 3). 310

311 FastLane Help Proposal screen. 3 Submitted View Figure Click the Go button for the section 5. you want to view. The section displays in PDF format. If you need to Adobe Acrobat, download Adobe Reader for FastLane . see 6. Click the Print icon on the Adobe toolbar to print the section. to the 7. back button to return Click the View Submitted Proposal screen (Figure 3). browser To 8. for print the entire proposal, on the View Submitted Proposal screen (Figure 3), click the Go button Print Entire Proposal. FastLane concatenates the files for the proposal and prints the proposal as one PDF document. View Submitted Updates screen, 1. On the FastLane Home Page ). PI Login log in as a PI to Proposals, Awards, and Status (see PI/Co - - The Principal Investigator (PI)/Co - Principal Investigator (Co PI) Management screen displays (Figure 1). 311

312 FastLane Help 1 Principal Investigator (PI)/Co Figure Principal Investigator (Co - PI) Management screen. - The Proposal Functions link is circled. Click Proposal Functions (Figure 1). The Principal 2. Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 2). Management Proposal Functions screen displays (PI)/Co Figure 2 Principal Investigator - Principal Investigator (Co - PI) Management Proposal Functions is screen. The Proposal File Update link circled. 3. Click Proposal File Update of (Figure 2). The List Proposals Eligible for Update screen displays (Figure 3). 312

313 FastLane Help Display 3 List of Proposals Eligible for Update screen. Figure Submitted Updates button is The circled. Click the Display Submitted Updates button (Figure 3). The Submitted Proposal File Updates screen 4. displays (Figure 4). 4 Submitted Proposal File Updates screen. The Continue button is circled. Figure the proposal whose update you want to check from 5. Highlight Submitted Proposal File Updates list the (Figure 4). the 5) with 6. Click the Continue button (Figure 4). The Update Summary Log screen displays (Figures listing status of the Proposal File Update and a of the updated sections. You have these options: • View the initial file , the file as it was originally submitted to NSF • updated View the replacement file , the file as it has been Justification View the Note for the update • • View/print the updated proposal (if the Proposal File Update has Automatically Accepted status) 313

314 FastLane Help File 5 Update Summary Log screen. The View Initial Figure button is circled. View the Initial File On 1. Update Summary Log screen (Figure 5), in the box listing the updated file, click the radio button for the the initial file you to view. want 2. Click the View Initial File button (Figure 5). download The form displays in PDF format. If you need to Adobe Reader, see FastLane . Adobe Reader for 3. Click the back button on the browser to return to the Update Summary Log screen (Figure 5). Replacement View the File screen (Figure 6), in 1. On the Update Summary Log the box listing the updated sections, click the radio view. button for the replacement file you want to 314

315 FastLane Help 6 Update Summary Log screen. Figure View Replacement File button is circled. The If you Click the View Proposed Replacement Section button (Figure 6). The section displays in PDF format. 2. . FastLane need to download Adobe Reader, see Adobe Reader for 3. Click the back button on the browser to return to the Update Summary Log screen (Figure 6). View the Justification Note Log the On the Update Summary 1. screen (Figure 7), click View Proposal Update Justification Note displays (Figure 8). button. The Justification Note screen 315

316 FastLane Help Note Figure 7 Update Summary Log screen. The View Proposal Update Justification circled. button is circled. Figure 8 Justification Note screen. The OK button is 316

317 FastLane Help 2. Click the OK button (Figure 8). The Update Summary Log screen displays (Figure 7). and Print a Submitted Proposal File Update View If a Proposal File screen, you the status of Automatically Accepted, on the Update Summary Log Update has proposal. have the option to view and print the updated Updates Access the Update Summary Log screen (Figure 1) (see View Submitted 1. , Step 1 through Step 6). Figure 1 Summary Update Log screen. The View/Print Proposal button is circled. Click the View/Print Proposal button 2. (Figure 2). The View Submitted Proposal 3). screen displays (Figure 317

318 FastLane Help Proposal screen. 2 Submitted View Figure Click the Go button for any section 3. to view. The section displays in PDF format. If you need to you want download see Adobe Reader for FastLane . Adobe Acrobat, 4. Click the Print icon on the Adobe toolbar to print the section. Go print the entire proposal, click the 5. button for Print Entire Proposal (Figure 2). FastLane To document. the concatenates the files for the proposal and prints proposal as one PDF SPO Functions on Proposal File Updates as SPO Work the contents of the SPO Functions for Updating a Submitted Proposal book . Print As an SPO, you work with two kinds of Proposal File Updates: Updates forwarded • to you by a PI to • the AOR has submitted Updates that NSF Work on Proposal File Updates as SPO Print the contents of the SPO Functions for Updating a Submitted Proposal book . of Proposal File Updates: As an SPO, you work with two kinds 318

319 FastLane Help a to you by PI • Updates forwarded Updates that the AOR has submitted to • NSF Work with Forwarded Proposal File Updates Forwarded Proposal File Work on as an SPO Updates 1. On the FastLane Home Page screen, log into Research Administration as an SPO (see SPO/AOR Login ). The Research screen (Figure 1) displays. Administration 1 Research Administration screen. The Proposals/Supplements/File Figure circled. Updates/Withdrawals link is Proposals/Supplements/File Click Proposals/Supplements/File Updates/Withdrawals (Figure 1). The 2. screen displays (Figure 2) with these tabs: Updates/Withdrawals The Documents • in Progress tab screen shows all the documents of your organization that are now in progress. • to The Withdrawals in Progress tab screen shows any proposal withdrawals that have been forwarded SPO. the screen • The Submitted Documents tab shows all the documents that have been submitted to NSF, Proposal File Updates. including submitted 319

320 FastLane Help tabs 2 Updates/Withdrawals screen showing the Proposals/Supplements/File for Documents in Figure in Progress, and Submitted Documents. The Type column header is circled. Progress, Withdrawals Click the Type column header to group all 3. updates together (Figure 2). The Proposals/Supplements/File Updates/Withdrawals screen displays (Figure 3) with the updates grouped together. You have these File working with Proposal Updates: options for View the Update Summary • NSF completeness for submission to Check an update for • • Edit an update only) • Submit an update (AOR the • an update to Return PI Figure 3 Documents in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen with the updates (boxed in red) now grouped together. on Work SPO Forwarded Proposal File Updates as an into 1. On the FastLane Home Page screen, log Administration Research as an SPO (see SPO/AOR Login ). The Research Administration screen (Figure 1) displays. 320

321 FastLane Help 1 Administration screen. The Proposals/Supplements/File Research Figure is circled. link Updates/Withdrawals 2. Proposals/Supplements/File Updates/Withdrawals (Figure 1). The Proposals/Supplements/File Click screen displays (Figure 2) with these tabs: Updates/Withdrawals The Documents in Progress • tab screen shows all the documents of your organization that are now in progress. that Withdrawals in Progress tab • shows any proposal withdrawals The have been forwarded to screen the SPO. submitted • to NSF, The Submitted Documents tab screen shows all the documents that have been including Proposal File Updates. submitted Figure 2 Proposals/Supplements/File Updates/Withdrawals screen showing the tabs for Documents in Progress, and Progress, Withdrawals in The Submitted Documents. Type column header is circled. Click the Type column 3. to group all updates together (Figure 2). The Proposals/Supplements/File header these Updates/Withdrawals screen displays (Figure 3) with the updates grouped together. You have 321

322 FastLane Help options working with Proposal File Updates: for View Update Summary • the Check an update for for submission to completeness NSF • Edit an update • Submit an update (AOR only) • Return update to the PI • an 3 Documents Figure in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen with the updates (boxed in red) now grouped together. an Update Summary as View SPO/AOR the Documents the Proposals/Supplements/File 1. screen on the Access in Updates/Withdrawals Progress tab (Figure 1) in Figure 1 Proposals/Supplements/File Updates/Withdrawals screen on the Documents a Progress The Temp ID for tab. Proposal File Update is circled. 2. Click the Temp ID number (Figure 1) for the Proposal File Update that you want to view the Update Summary for. The Proposal Update Summary screen displays (Figure 2) with the status of the update. On the Update Summary screen, you have these options: Proposal • View the current section , the section as it was originally submitted to NSF section • View the proposed replacement , the section as it has been updated the update • View the Justification Note for 322

323 FastLane Help 2 Proposal Update Summary screen. The View Current Section button Figure is circled. the Current Section View On 1. Proposal Update Summary screen (Figure 2), in the box listing the updated sections, click the radio the button for the current section to view. you want button (Figure 2). The section to you need 2. Click the View Current Section displays in PDF format. If download Adobe Reader, see Adobe Reader for FastLane . 3. Click the back button on the browser to return to the Proposal Update Summary screen. Proposed View the Section Replacement 1. On the Proposal Update Summary screen (Figure 3), click the radio button for the updated section you want to view. 323

324 FastLane Help 3 Proposal Update Summary screen. The Figure Proposed Replacement Section button is View circled. If you Click the View Proposed Replacement Section button 2. (Figure 3). The section displays in PDF format. . FastLane need to download Adobe Acrobat, see Adobe Reader for 3. to Click the back button on the browser to return the Proposal Update Summary screen (Figure 3). View the Justification Note Proposal Update 1. On the Note Summary screen (Figure 4), click the View Proposal Update Justification Note The Justification button. screen displays (Figure 5). 324

325 FastLane Help 4 Proposal Update Summary Figure The View Proposal Update Justification Note screen. button circled. is Note Figure 5 Justification circled. screen. The OK button is 325

326 FastLane Help Summary the OK button (Figure 5). The Proposal Update Click screen displays (Figure 4). 2. Check a Proposal File Update for Completeness Access the Proposals/Supplements/File Updates/Withdrawals screen on the 1. in Documents Progress tab (Figure 1) (see Work on Forwarded Proposal File Updates ). Proposals/Supplements/File Updates/Withdrawals Figure screen 1 on the Documents in Progress circled. tab. The Check link is for 2. Click Check (Figure 1) in the row the Proposal File Update you want to check. The Proposal File Errors/Warnings Update that have not been screen is displayed with a list of proposal items completed. 2 screen. Figure Proposal File Update Errors/Warnings 326

327 FastLane Help 3. Return to List to return to the Proposals/Supplements/File Updates/Withdrawals Click screen. Edit a Proposal File Update as an SPO/AOR Access the Proposals/Supplements/File Updates/Withdrawal 1. the Documents in Progress screen on tab (Figure 1) Work on Forwarded Proposal File Updates ). (see 1 Proposals/Supplements/File Updates/Withdrawal screen on the Documents Figure Progress in tab. Edit link The circled. is The 2. Proposal Click the Edit link (Figure 1) on the row for the Proposal File Update you want to work on. Update Form Preparation screen displays (Figure 2) with the proposal as updated. You have these options for editing: View • updated proposal the • Edit a section (either an original section or an updated section) Note • Edit the Justification 327

328 FastLane Help Project Proposal Update Form Preparation screen. The Go button for the 2 Summary is circled. Figure the Updated Proposal View On the Proposal Update Form Preparation 1. the Go button for any section. (The screen (Figure 2), click updated sections display in red on the Proposal Update Form Preparation screen.) The in section displays PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . 2. Click the Preparation back button on the browser to return to the Proposal Update Form screen (Figure 2). Edit a Section Prepare on a word processor the section the replacement file for 1. you want to replace. See Acceptable Formats for FastLane for the formats FastLane accepts. the 2. On Proposal Change Form Preparation screen (Figure 2), click the Go button for the section you want to Upload replace. The File Upload screen displays for the section you selected, as the Project Summary File 328

329 FastLane Help screen displays as an example (Figure 3). (See Prepare Proposal Forms for instructions for a section.) the 3 File Upload screen for Figure form you want to replace. you have accepted 3. Upload the new file to replace the original file. See Upload a File for instructions. After (Figure 4) with the upload, the Proposal Update Form Preparation screen displays section the updated update. displayed in red with the date of the 329

330 FastLane Help 4 Proposal Update Form Preparation screen with the updated Proposal Summary displayed Figure and with the date that the Project red Summary was changed. in Edit the Justification Note Note 1. On the Proposal Change Form Preparation screen (Figure 4), click the Proposal Update Justification text button. The Justification Note screen displays (Figure 5) with a for box for entering your justification Proposal File Update. the 330

331 FastLane Help button 5 Justification Note screen. The Figure OK is circled. Edit the Justification Note or copy and paste a new Justification in the 2. text box (Figure 5). 3. Click the OK button (Figure 5). A screen displays the message that the update to the (Figure 6) with Justification Note is saved. 6 OK Figure Screen with the message that the update to the Justification Note has been saved. The button is circled. screen 4. Click the OK button (Figure 6). The Proposal Update Form Preparation (Figure 4). displays Submit a Proposal File Update (AOR Only) 1. Access the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1) 331

332 FastLane Help Proposals/Supplements/File Updates/Withdrawals screen on the Documents 1 Progress Figure in The Submit link is circled. tab. Click Submit in the row for 2. Proposal File Update you want to submit (Figure 1). The the Proposal Warnings screen displays (Figure 2). If the Proposal File Update cannot be Note: submitted because a decision has been made on the proposal or update. because it has passed the update deadline, a message displays telling you that you cannot submit the Figure 2 Proposal File Update Errors/Warnings screen. Errors/Warnings 3. In the Debarment and Suspension section of the Proposal radio screen (Figure 3), click the suspensions of or No if there are any debarments or button for Yes you or of your organization from federal agencies. transactions with 332

333 FastLane Help 3 Debarment and Suspension Certification section Figure the Proposal Errors/Warnings of screen. If you answered Yes, in the text box under the radio buttons (Figure 3), 4. type an explanation. 5. In the Institution Information section of the Proposal Errors/Warnings screen (Figure 4), check the accuracy of the information for your organization. screen. Figure 4 Institution Information section of the Proposal Errors/Warnings The Sign and Submit button is circled. and 6. At the bottom of the Proposal Errors/Warnings screen (Figure 4), click the Sign The Submit button. Submission Confirmation screen Proposal displays (Figure 5) with a message that the Proposal File Update NSF. has been successfully submitted to 333

334 FastLane Help Proposal Submission Confirmation screen with the message that the Proposal File Update Figure 5 has submitted to NSF. been a Return File Update to the PI Proposal 1. Access the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1) Work on Forwarded Proposal File (see Updates ). Figure 1 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress PI link tab. Return to The is circled. message a 2. Click Return to PI on the row for the update you want to return. A screen displays (Figure 2) with update for you to confirm that you want to return the to the PI. with Figure 2 Screen a message for you to confirm that you want to return the update to the PI with the PI (optional). The text box for the note to the circled. OK button is update 3. Type or copy and paste in the text box a note for the PI on why you are returning the (Figure 2) (optional). 4. Click the OK button (Figure 2). screen displays (Figure 3) with the message that the update has been A returned to the PI. 334

335 FastLane Help 3 Screen with the message that the Figure has been returned to the PI. update Click the OK button 5. The Proposals/Supplements/File Updates/Withdrawals screen (Figure 3). displays on the Documents in Progress tab (Figure 1). Work with Submitted Updates File with Submitted Work Updates Proposal 1. On the FastLane The Home Page screen, log into Research Administration as an SPO (see SPO/AOR Login ). (Figure 1) displays. Research Administration screen Figure 1 Research Administration screen. The Proposals/Supplements/File Updates/Withdrawals circled. link is Click Proposals/Supplements/File 2. Updates/Withdrawals (Figure 1). The Proposals/Supplements/File Updates/Withdrawals screen displays on the Documents in Progress tab (Figure 2). 335

336 FastLane Help 2 Updates/Withdrawals screen on the Proposals/Supplements/File Documents in Progress Figure Submitted Documents tab tab. is circled. The Click the Submitted Documents tab (Figure 2). The Proposals/Supplements/File Updates/Withdrawals 3. screen displays on the Submitted Documents tab (Figure 3). 4. Click the Type column header (Figure 3) to group all updates together. You have these for working options on a Proposal File Update that has already to NSF: been submitted Update Summary submitted Proposal File Update • View the for a from NSF consideration • a submitted Proposal File Update Withdraw (AOR only) Figure 3 Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab. The Type column header is circled. Submitted Work with Updates Proposal File into 1. On the FastLane Home Page screen, log Administration Research as an SPO (see SPO/AOR Login ). The Research Administration screen (Figure 1) displays. 336

337 FastLane Help Proposals/Supplements/File 1 Administration screen. The Research Updates/Withdrawals Figure is circled. link Click Proposals/Supplements/File Updates/Withdrawals (Figure 1). The Proposals/Supplements/File 2. screen displays on the Updates/Withdrawals in Progress tab (Figure 2). Documents 2 Proposals/Supplements/File Updates/Withdrawals screen on the Documents Figure Progress in tab. Submitted Documents tab The is circled. Updates/Withdrawals Click 3. the Submitted Documents tab (Figure 2). The Proposals/Supplements/File screen displays on the Submitted Documents tab (Figure 3). 4. Click the Type column header (Figure 3) to group all updates together. You have these options for working on NSF: a Proposal File Update that has already been submitted to View the • Update Summary for a submitted Proposal File Update • Withdraw a submitted Proposal File Update from NSF consideration (AOR only) 337

338 FastLane Help 3 Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab. Figure Type column header The is circled. View the Update Summary for Submitted Proposal File Update a Submitted Documents 1. Access the Proposals/Supplements/File Updates/Withdrawals screen on the tab (Figure 1) (see Work with Submitted Proposal File Updates ). Proposals/Supplements/File Figure 1 Updates/Withdrawals screen on the Submitted Documents circled. tab. The Temp ID number is view. 2. Click the Temp ID number (Figure 1) on the row of the submitted Proposal File Update you want to The (Figure 2) with Proposal Update Summary screen displays the status of the update. On the Proposal Update have these Summary screen, you options: was • the initial section , as it View first submitted to NSF • View the replacement section , as it was submitted in the Proposal File Update Justification • View the Note for the Proposal File Update proposal • View/print the updated 338

339 FastLane Help Section Proposal Update Summary screen. The View 2 button is circled. Figure Initial View the Initial Section On 1. Proposal Update Summary screen (Figure 2), in the box listing the updated sections, click the radio the button for the section you to view. want download 2. Click the View Initial Section button (Figure 2). The section displays in PDF format. If you need to Adobe Reader, see Adobe Reader for FastLane . 3. Click the back button on the browser to return to the Proposal Update Summary screen (Figure 2). View the Replacement Section click 1. On the Proposal Update Summary screen (Figure 3), the radio button for the updated section you view. want to 339

340 FastLane Help 3 Proposal Update Summary screen. The Figure Proposed Replacement Section button is View circled. If you Click the View Proposed Replacement Section button 2. (Figure 3). The section displays in PDF format. . FastLane need to download Adobe Acrobat, see Adobe Reader for 3. to Click the back button on the browser to return the Proposal Update Summary screen (Figure 3). View the Justification Note the 1. On Note Proposal Update Summary screen (Figure 4), click the View Proposal Update Justification button. The Justification Note screen displays (Figure 5). 340

341 FastLane Help screen. Figure 4 Proposal Update Summary button The View Proposal Update Justification Note is circled. 341

342 FastLane Help 5 Justification Note screen. The button is circled. Figure OK Click the OK 2. button (Figure 5). The Proposal Update Summary screen displays (Figure 4). View and Print an Updated Proposal as an SPO/AOR (Figure 1) (see Submitted 1. Access the Proposal Update Summary screen View the Update Summary of a Proposal File Update ). button Figure 1 Proposal Update Summary screen. The View/Print Proposal circled. is (Figure 3). 2. Click the View/Print Proposal button (Figure 2). The View Proposal screen displays 342

343 FastLane Help 2 View Proposal screen. The Go button Figure Print Entire Proposal is circled. for Click the Go button for 3. any section you want to view. The section displays in PDF format. If you need to download Adobe Acrobat, see FastLane . Adobe Reader for the section. 4. Click the Print icon on the Adobe toolbar to print the To print the entire proposal, click 5. Go button for Print Entire Proposal (Figure 2). FastLane proposal as concatenates the files for the proposal and prints the document. one PDF Withdraw a Proposal File Update (AOR Only) 1. Access screen the Proposals/Supplements/File Updates/Withdrawals on the Submitted Documents Updates tab (Figure 1) (see Work with Submitted Proposal File ). 343

344 FastLane Help 1 Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents The Figure circled. is Withdraw link tab. The Click the Withdraw 2. link on the row of the Proposal File Update you wish to withdraw. A screen displays 2) (Figure with a message for you to confirm that you want to remove the update from NSF consideration. 2 Screen with a message for you to confirm that Figure you want to withdraw the submitted update. The OK button is circled. the 3. Click the OK button (Figure 2). A screen Proposal File Update displays (Figure 3) with the message that has been withdrawn. 3 Screen with the confirmation message been Proposal File Update has Figure withdrawn from that the NSF consideration. 4. Click the OK button (Figure 3). The Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab displays (Figure 1). NSF has already processed the update, you may no longer withdraw it. When you click If Withdraw on the row for that proposal on the Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals processed. screen, a screen displays (Figure 4) with the message that the update has already been 344

345 FastLane Help 4 Screen with the Figure message that NSF has already processed the update. The OK button is circled. the OK button Click Proposals/Supplements/File Updates/Withdrawals screen displays on the (Figure 4). The (Figure 1). Submitted Documents tab Proposal a Sign File Update into 1. On the FastLane Home Page screen, log Organizational Research Administration as an Authorized Research Representative (see AOR Login ). The Administration screen displays (Figure 1). 345

346 FastLane Help Figure 1 Research Administration screen. The Authorized Organizational Representative circled. Functions link is Authorized 2. Click Authorized Organizational Representative Functions . The Organizational screen 2). Representative Functions displays (Figure 346

347 FastLane Help 2 Authorized Organizational Representative Functions screen. Figure check mark box for the Proposed The Update to sign and the Sign button are File circled. Account the Signature Information is correct. If you need to change it, 3. Verify that Management (Figure 2) click (see Accounts Management, Step 2 Access for instructions). Proposal File box in 4. Click the check mark Update that you want the Sign column (Figure 2) on the row for the to sign. 5. Click the Sign button (Figure 2). The Electronic Signature Notice screen displays (Figure 3) with the Certification AOR. Information for the Figure 3 Electronic Signature Notice circled. screen. The Sign button is 347

348 FastLane Help 4 Confirmation screen. Figure Click the Sign button 6. The Confirmation screen displays (Figure 4) with the message that the (Figure 3). Proposed File Update has been signed. 7. Click the Return to AOR Functions Main link. Authorized Organizational Representative The Functions screen displays (Figure 2). Proposal Check Status of a Check of a Proposal Status Introduction Check the Status of a Proposal As a PI Once your proposal has been assigned to a program officer you will be able to use Research.gov to track the status of your proposal. click on ‘Sign In’ To track the status of your proposal, visit www.research.gov 1. and enter your NSF ID and password. 2. Once authenticated, in the desktop menu under ‘Prepare & Submit Proposals’, select ‘Proposal Status.’ In the Proposal Status page, click on the ‘Agency Tracking Number’ for details about the status of that 3. proposal, inc luding panel reviews and overdue reports. Users attempting to check the status of their proposal through Proposals, Awards and Status will be redirected to Research.gov Figure 1 Principal (PI)/Co Investigator - Principal Investigator (Co - PI) Management screen. The circled. Proposal Functions link is 348

349 FastLane Help the Principal Investigator (PI)/Co - Principal On Investigator (Co - PI) Management screen (Figure 1), click 1. . The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Proposal Functions screen Functions displays (Figure 2). 2 Principal Investigator (PI)/Co - Principal Investigator (Co Figure PI) Management Proposal Functions - screen. The Proposal Status link circled. is Click . 2. redirected to the Proposal Status page in Research.gov Proposal Status (Figure 2). Users will be View the Panel Summary and Reviews of a Proposal Access the Proposal Status 1. screen of Research.gov and click on the Agency Tracking number. Panel summaries and reviews, if released, will be available at the bottom of the page. the Check SPO/AOR Status of a Submitted Proposal as an 1. To track the status of a proposal, visit www.research.gov click on ‘Sign In’ and enter your NSF ID and password. 2. Once authenticated, in the desktop menu under ‘Prepare & Submit Proposals’, select ‘Proposal Status.’ 3. In the Proposal Status page, click on the ‘ Agency Tracking Number’ for details about the status of that proposal, including panel reviews and overdue reports. Users attempting to check the status of their proposal by accessing the Recent Proposals report in Organizational d to the Research.gov Proposal Status page Reports will be redirecte 349

350 FastLane Help 1 Research Administration screen. The Figure Organizational Reports link is circled. 1. Click Organizational Reports (Figure 1). The Organizational Reports screen displays (Figure 2). 2 Figure screen with Recent Proposals radio button removed and text referring users to visit Organizational Reports Research.gov 1. Click on the Research.gov hyperlink 2. A new tab will open and load the Research.gov Proposal Status page and display the AOR/SPO's proposals View/Print a Submitted Proposal Introduction View and Print a Submitted Proposal View print a and proposal by role: submitted As a PI • • As an SPO/AOR View and Print a Submitted Proposal Introduction submitted View print a and proposal by role: • As a PI • As an SPO/AOR PI View and Print a Submitted Proposal as a 350

351 FastLane Help On the FastLane Home Page screen, log in Proposals, Awards and Status as a PI (see PI/Co - PI Login ). 1. to Principal Investigator (PI)/Co - Principal Investigator (Co The PI) Management screen displays (Figure 1). - 1 Principal Investigator (PI)/Co - Principal Investigator Figure - PI) Management screen. (Co The link Proposal Functions circled. is 2. PI) - Click Proposal Functions (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co Management Proposal Functions displays (Figure 2). screen Principal 2 Management Proposal Functions Investigator (PI)/Co - Principal Investigator (Co - PI) Figure Proposal Preparation screen. The link is circled. Click Proposal Preparation (Figure 2). 3. The Principal Investigator (PI) Information 3). screen displays (Figure 351

352 FastLane Help View Principal Investigator (PI) Information 3 Submitted button is circled. Figure screen. The 4. Click the View Submitted button (Figure 3). The Submitted Proposals screen displays (Figure 4). circled. is Figure 4 Submitted Proposals screen. The View button view 5. Highlight the proposal you want to in the Submitted Proposals list (Figure 4). The 6. Click the View button (Figure 4). section View Submitted Proposal screen displays (Figure 5) with all the of the submitted proposal. From this screen, you can print the proposal view the proposal and . 352

353 FastLane Help 5 View Submitted Proposal screen. Figure a Submitted Proposal View On the View Submitted Proposal screen (Figure 5), click the Go button next 1. to any section to view it. If the section has been uploaded, the section displays in PDF format. you need to download Adobe Reader, see If Adobe Reader for FastLane . screen 2. Click the back button on the browser of the PDF file to return to the View Submitted Proposal (Figure 5). Print a Submitted Proposal Proposal 1. On the View Submitted FastLane screen (Figure 6), click the Go button for Print Entire Proposal. concatenates the proposal’s (Figure 7). sections and displays the entire proposal in a single file in PDF format . If you need to download Adobe Reader, see Adobe Reader for FastLane 353

354 FastLane Help Proposal 6 View Submitted Proposals screen. The Print Entire Figure button is circled. 7 PDF format display of Figure the submitted proposal. The Print icon is circled. the Print 2. Click the PDF screen (Figure 7). The document prints. icon on Proposals 3. Click the back button on the PDF screen to return to the View Submitted screen (Figure 6). View and Print a Submitted Proposal as an SPO/AOR FastLane The 1. On the Home Page screen, log in as an SPO to Research Administration (see SPO/AOR Login ). 354

355 FastLane Help Research screen displays (Figure 1). Administration 1 Research Administration Figure screen. The Proposals/Supplements/File Updates/Withdrawals is circled. link 2. Click Proposals/Supplements/ File Updates/Withdrawals (Figure 1). The in screen displays Proposals/Supplements/File on the Documents Updates/Withdrawals Progress tab (Figure 2). Progress 2 Figure Proposals/Withdrawals/File Updates/Withdrawals screen on the Documents in tab. Submitted Documents tab The is circled. 3. screen Click the Submitted Documents tab (Figure 2). The Proposals/Withdrawals/File Updates/Withdrawals on has the Submitted Documents tab displays (Figure 3) with a listing of the documents your organization NSF. submitted to 355

356 FastLane Help Figure 3 Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab. The Temp ID number is circled. Submitted 4. Click the Temp ID number (Figure 3) in the row of the proposal you want to view. The View that screen displays (Figure 4) with all the sections for proposal. From this Proposal screen, you can view the and proposal print the proposal . to view. Figure 4 View Submitted Proposal screen for the proposal you selected 356

357 FastLane Help View Submitted Proposal a 1. On the View Submitted Proposal screen (Figure 4), click the Go button next to any section to view it. If the section has been uploaded, the section displays in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . screen 2. Click the back button on the browser of the PDF file to return to the View Submitted Proposal (Figure 4). section Print a Proposal Submitted 1. On the View Submitted Proposal screen (Figure 5), click the Go button for Print Entire Proposal (Figure 5). FastLane concatenates the proposal’s sections and displays the entire proposal in a single file in PDF format (Figure 6). If you need to download Adobe Reader, see Adobe Reader for FastLane . circled. Figure 5 View Submitted Proposals screen. The Go button for Print Entire Proposal is 357

358 FastLane Help 6 PDF format display of the submitted The Print icon is circled. Figure proposal. Click the Print icon on the PDF screen (Figure 6). The document prints. 2. the back button on the browser of the PDF file to return to Click the View Submitted Proposals screen 3. (Figure 5). Revise a Submitted Proposal Budget Revise a Submitted Proposal Budget Print the contents of the Revise a book . Submitted Proposal Budget In the process of making an award recommendation for a proposal, the cognizant NSF Program Officer may ask project. you to submit a Revised Proposal Budget for the proposed You can revise a Proposal Budget in this module. with If you are reducing the proposal budget by more than 10%, you must submit a Budget Impact Statement the Revised Proposal Budget. than 10%, are reducing the proposal budget by If you you may still submit a Budget Impact Statement, but less does not require it. NSF Revised If an NSF Program Officer Note: not asked you to submit a Budget but you need to correct a has submitted budget, use the Proposal File Update module to correct the submitted budget. Roles in Revising a Submitted Proposal Budget The Principal Investigator (PI) initiates the revised submitted budget and forwards revised budget to the the Sponsored Project Office (SPO). The AOR submits the revised budget to NSF. As a PI, you can: • Access the Proposal Revised Budget screen • View a budget • Edit a submitted budget Statement • Prepare a Budget Impact 358

359 FastLane Help • the last submitted budget Refresh to Assign a PIN to a Revised Proposal Budget • SPO Forward Proposal Budget to the a • Revised Add/delete Senior Personnel • an SPO, you can do the following: As PI View and print a revised budget forwarded by a • a Edit Proposal Budget • Revised Prepare a Budget Impact • Statement • Refresh to the last submitted budget View and print a revised budget that has been submitted to NSF • AOR, you can do all of the an and the following: As above Submit a revised budget to • NSF Click on a link above for instructions for that action. Submitted Revise Proposal Budget a Submitted Proposal Budget Print of the Revise a book . the contents you In the process of making an award recommendation for a proposal, the cognizant NSF Program Officer may ask You to a Revised Proposal Budget for the proposed project. submit can revise a Proposal Budget in this module. If you are reducing the proposal budget by more than 10%, you must submit a Budget Impact Statement with the Revised Proposal Budget. If you are reducing the proposal budget by less than 10%, you may still submit a Budget Impact Statement, but NSF does not require it. submit Note: If an NSF Program Officer has not asked you to a a Revised Budget but you need to correct budget. use the Proposal File Update module to correct budget, the submitted submitted PI Functions Access the Proposal Revised Budget Screen FastLane 1. On the Home Page screen, log in as a PI to Proposals, Awards, and Status (see PI/Co - PI Login ). (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Managemen t screen displays 359

360 FastLane Help Figure 1 Principal Investigator The (PI)/Co - Principal Investigator (Co - PI) Management screen. circled. Proposal Functions link is (PI)/Co - 2. Click Proposal Functions (Figure 1). The Principal Investigator PI) Principal Investigator (Co - Management Proposal Functions screen displays (Figure 2). 360

361 FastLane Help 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Figure Management Proposal Functions Submitted Proposal Budget link Revise is circled. screen. The Click Revise Submitted Proposal Budget (Figure 2). The List of Proposals screen 3. displays (Figure 3) with the list of your organization’s proposals. 3 List of Proposals screen. The View button is circled. Figure 4. Highlight the proposal whose budget you want to revise from List of Proposals the (Figure 3). button the 5. Click the View (Figure 3). The Proposal Revised Budget screen displays (Figure 4) with following options: View the budget • • Edit the budget • Refresh to the last submitted budget • Assign a PIN to the Revised Proposal Budget a • Forward Office (SPO) Revised Proposal Budget to the Sponsored Project Add/Delete Senior Personnel • above for (Click on a link for instructions that action.) Budget screen. Figure 4 Proposal Revised 361

362 FastLane Help View Budget the (Figure the 1. screen Access 1) Proposal Revised Budget 1 Proposal Revised Budget screen. The radio button for View the Budget Figure and the OK button are circled. click On the Proposal Revised Budget 2. the radio button for View the Budget. screen (Figure 1), OK 3. Click the 2). button (Figure 1). The View/Print Revised Budget(s) screen displays (Figure Figure 2 View/Print Revised Budget(s) screen. The View/Print button is circled. (Figure 2). 4. Highlight the budget that you want to view from the Revision Number list in Click the View/Print button (Figure 2). The budget you selected 5. displays (Figure 3) PDF format. If you need FastLane to download Adobe Reader, see Adobe Reader for . 362

363 FastLane Help Print icon 3 Budget displayed in PDF format. Figure is circled. The To print the displayed budget, click the Printer icon (Figure 3) on the Budget display 5. screen. The budget prints. the browser back button to 6. to Click the View/Print Revised Budget(s) screen (Figure 2). return Edit the Submitted Budget ). Screen 1. Access the Proposal Revised Budget screen (Figure 1) (see Access the Proposal Revised Budget Figure 1 Proposal Revised Budget screen. The radio button for Edit the Budget and the OK button are circled. (Figure 1). 2. Click the radio button for Edit the Budget 2). Click the OK button (Figure 1). The 3. Project Budget screen displays (Figure For instructions for editing any . budget year, see Budgets (Including Justification) and Enter the Budget Data Online 363

364 FastLane Help 2 Figure screen. Project Budget Once you have calculated and saved the edited budget, it is listed as the Working Budget on the View/Print (Figure 3). Revised Budget(s) screen the Figure 3 View/Print Revised Budget(s) screen with the new Revised Proposal Budget now listed as Working Budget (circled). Prepare a Budget Impact Statement Impact I f you are reducing the budget by more than 10%, you must submit a Budget the revised Statement with budget. 1. Access the Project Budget screen (Figure 1) (see Edit the Budget , Step 1 through Step 3). 364

365 FastLane Help 1 Project Budget screen. The Budget Impact Statement Figure link is circled. 2. Click Budget Impact Statement (Figure 1). The Budget Impact Statement screen displays (Figure 2). Figure 2 Budget Impact Statement screen. You have these options: box • Enter the Budget Impact Statement in the text • the Budget Impact Upload Statement the Budget Box Impact Statement in the Text Enter paste 1. Type or copy and the Budget Impact Statement in the text box (Figure 2). screen 2. When finished, click the Save Text button under the text box (Figure 2). The Project Budget 365

366 FastLane Help displays (Figure 1). the Budget Impact Statement Upload the Budget Impact Statement screen (Figure 2), click On Transfer File button. The Budget Impact Statement the Upload screen displays (Figure 3). See Upload a File File for instructions for uploading the Budget Impact Statement. File Budget Impact Statement 3 Upload screen. Figure When you have accepted upload, the Budget Impact Statement File Upload the screen displays (Figure 4) with these new options: Statement • Display Current Budget Impact Statement • Budget Impact Delete Current Figure 4 Budget Impact Statement screen after you have uploaded a file. Budget Current Display Impact Statement Click Display the Current Budget Impact Statement button (Figure 4). The previously uploaded Budget Impact , Statement displays in PDF format. See Adobe Reader for FastLane if you need to download Adobe Reader. Impact Statement Delete Current Budget 366

367 FastLane Help Click the Delete Current Budget Impact Statement button (Figure 4). A screen displays with a message 1. you confirm the deletion. to for Click the Yes button. The Budget Impact Statement File Upload 2. screen displays as in Figure 3. the Last to Submitted Budget Refresh 1. Access the Proposal Revised Budget screen (Figure 1) (see Access the Proposal Revised Budget Screen ). 1 Proposal Revised Budget screen. The radio button for Refresh Figure Last Submitted Budget and to the OK button circled. are (Figure 1). 2. Click the radio button for Refresh to Last Submitted Budget 3. Click the OK button (Figure 1). The Refresh to Last Submitted Budget screen displays (Figure 2) with a in warning that refreshing to the last submitted budget results the deletion of the Working Budget. 2 Figure last Refresh to Last Submitted Budget screen with the message that refreshing to the submitted budget Working deletes the (revised) Budget. Refresh 4. Click the was button (Figure 2). A screen displays (Figure 3) with a message that the refresh successful. 367

368 FastLane Help 3 Screen with message Figure that the budget refresh was successful. Click the Go Back button (Figure 3). The Proposal Revised Budget screen displays (Figure 1). 5. Revised Proposal Budget Assign a PIN to a Access the Proposal Revised Budget screen (Figure 1. (see Access the Proposal Revised 1) Budget Screen ). Proposal Figure 1 Proposal Revised Budget screen. The radio button for Assign a PIN to the Revised Budget and button the OK are circled. (Figure 2. Click the radio button for Assign a PIN to the Revised Proposal Budget 1). (Figure 3. Click the OK button (Figure 1). The Assign or Change Revised Proposal Budget PIN screen displays 2). 368

369 FastLane Help 2 or Change Revised Assign Proposal Budget PIN screen. Figure Proposal PIN In the Enter Revised box (Figure 2), type the new PIN. 4. In the Reenter 5. Revised Proposal PIN box (Figure 2), type the new PIN again. 6. Click the Assign button (Figure 2). The Revised Proposal Budget PIN screen displays (Figure 3) with the message that the PIN has been changed for Proposal Budget. the Revised Figure 3 Revised Proposal Budget PIN screen. 7. Click the Return to Revised Budget Options Page button (Figure 3). The Proposal Revised Budget displays 1). (Figure Budget a Revised Proposal Forward to the SPO 1. Access the Proposal Revised Budget screen (Figure 1) (see Access the Proposal Revised Budget ). screen 369

370 FastLane Help 1 Proposal Revised Budget screen. The radio button Figure for Forward Budget Revision to Sponsored Project Office (SPO) and the OK button are circled. Click the radio button for Forward Revised 2. Submitted Budget to Sponsored Project Office (SPO) (Figure 1). 2). 3. Click the OK button (Figure 1). The Forward Budget Revision to SPO screen displays (Figure Figure 2 Forward Budget Revision to SPO screen. the 4. Click message Forward button (Figure 2). The Forward Budget Revision screen displays (Figure 3) with a Budget has been that the Revised Submitted SPO. sent to your Figure 3 Forward Budget Revision screen. Return 5. Click the to Revised Budget Options Page button (Figure 3). The Proposal Revised Budget screen (Figure 1). displays 370

371 FastLane Help Senior Personnel for Revised Budget Add/Delete the Proposal Revised Budget screen (Figure 1. 1) (see Access the Access Proposal Revised Budget ). Screen Proposal Revised Budget screen. The radio button for Add/Delete Senior Personnel and the OK 1 Figure button are circled. Click 2. radio button for Add/Delete Senior Personnel (Figure 1). the 3. Personnel Assigned Click the OK button (Figure 1). The Add/Delete Non - Co - Principal Investigator (PI) Senior to Proposal screen displays (Figure 2). Personnel Figure 2 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Assigned to Proposal. 4. See Add a Senior Person, Step 3 and Delete a Senior Person, Step 2 for instructions. Functions SPO 371

372 FastLane Help Submitted Proposal Budget as SPO Introduction Revise a As you have these options for working on an SPO, Revised Proposal Budget: View and print a revised • budget forwarded by a PI • Edit a Revised Proposal Budget Budget a • Impact Statement Prepare Refresh to the last submitted budget • • View and print a revised budget that has been submitted to NSF As an AOR, you can do all of the above and the following: • Submit a revised to NSF budget Revise Submitted Proposal Budget as SPO Introduction As an SPO, you have these options for working a Revised Proposal Budget: on • View and print a revised budget forwarded by a PI Proposal Budget • Edit a Revised • a Budget Impact Statement Prepare the last submitted budget • Refresh to View and print • revised budget that has been submitted to NSF a As an AOR, you can do all of the above and the following: budget • a revised Submit to NSF and Print a Revised Budget Forwarded by a PI View FastLane 1. On the Research Home Page screen, log in to Research Administration (see SPO/AOR Login ). The Administration screen displays (Figure 1). Figure 1 Research Administration screen. The Forwarded/Submitted Revised Budgets link is circled. Click Forwarded/Submitted Revised Budgets 2. (Figure 1). The Forwarded/Submitted Revised Budgets 2). screen displays on the Forwarded by PI tab (Figure 372

373 FastLane Help tab. The Forwarded/Submitted Revised Budgets screen on the Forwarded by 2 Proposal ID link Figure PI for a circled budget. is revised In the All Forwarded Documents 3. on the Forwarded by PI tab (Figure 2), click the Proposal ID number list on row for the proposal whose budget you want to view. the View/Print Revised Budget(s) screen The displays (Figure 3). circled. Figure 3 View/Print Revised Budget(s) screen. The View/Print button is Revision 4. Highlight the budget that you want to view in the Number list (Figure 3). The Original Budget is the submitted budget submitted with the original proposal. The Working Budget is the latest revised budget. Summary Click the View/Print button (Figure 3). The 5. Proposal Budget screen displays (Figure 4) with . the budget in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane 373

374 FastLane Help 4 Summary Proposal Budget screen in Figure Print icon is circled. PDF format. The To print the displayed budget, click the Print icon (Figure 4) on the Summary Proposal Budget screen 6. (Figure 4). The budget prints. Revised the back button of your browser to return to 7. View/Print Click Budget(s) the screen (Figure 3). Edit Revised Proposal Budget a On Research 1. the FastLane Home Page screen, log in to Research Administration (see SPO Login ). The (Figure 1). Administration screen displays Figure 1 Research Administration screen. The Forwarded/Submitted Revised Budgets link is circled. 2. Click Forwarded/Submitted Revised Budgets Budgets (Figure 1). The Forwarded/Submitted Revised 2). screen displays on the Forwarded by PI tab (Figure 374

375 FastLane Help screen. 2 Forwarded/Submitted Revised Budgets screen on the Forwarded by PI tab Figure The Edit link for a revised circled submitted budget. is Click 3. on the row for the proposal whose revised budget you want to edit (Figure 2). The Project Budget Edit screen displays (Figure 3). 3 Figure Project Budget screen. for Online the 4. To edit any budget year, see Budgets (Including Justification) and Enter Budget Data instructions. listed and saved the edited budget, it is the Working Budget as Once you have calculated on the View/Print Revised Budget(s) screen (Figure 4). To access the View/Print Revised Budget(s) screen: the 1. Return to (Figure 2). Forwarded/Submitted Revised Budget screen on the Forwarded by PI tab proposal budget you Click the Proposal ID number on the row for 2. the are working on. The View/Print (Figure 4). Budget(s) screen displays 375

376 FastLane Help listed 4 View/Print Revised Budget(s) screen with the edited Revised Budget Figure as the Working (circled). Budget a Budget Impact Statement as Prepare SPO/AOR an are reducing the budget by more than 10%, you must also submit If you Budget Impact Statement with the a Revised Submitted Budget. Research 1. On the FastLane Home Page screen, log in to Research Administration (see SPO/AOR Login ). The Administration screen displays (Figure 1). circled. Figure 1 Research Administration screen. The Forwarded/Submitted Revised Budgets link is 2. Click Forwarded/Submitted Revised Budgets (Figure 1). The Forwarded/Submitted Revised Budgets 2). screen displays on the Forwarded by PI tab (Figure 376

377 FastLane Help 2 Forwarded/Submitted Revised Budgets screen on the Forwarded by PI Figure screen. The Edit link tab is circled for a submitted budget. revised Project Budget edit (Figure 2). 3. Click Edit on the row for the proposal whose revised budget you want to The screen (Figure 3). displays Figure 3 Project Budget screen. The Budget Impact Statement link is circled. On 4. The the Project Budget screen (Figure 3), click Budget Impact Statement . screen Budget Impact Statement (Figure 4). displays 377

378 FastLane Help Figure Budget Impact Statement screen. 4 You have these options: Enter the Budget Impact Statement in the • text box the Budget Impact Upload Statement • the Budget Impact Statement in the Enter Box Text or copy and paste the Budget Impact Statement in the text box (Figure 4). 1. Type 2. Click the Save Text button (Figure 4). A screen displays with the confirmation message that FastLane has saved the data. 3). 3. Click the OK button. The Project Budget screen displays (Figure Upload the Budget Statement Impact On the Budget Impact Statement screen (Figure 4), click the Transfer File button. The Budget Impact Statement Upload File Upload screen displays (Figure 5). See a File for instructions. Figure screen. 5 Budget Impact Statement File Upload (Figure 6) with the upload, the Budget Impact Statement File Upload screen displays When you have accepted these new options: • Display Current Budget Impact Statement Statement • Delete Current Budget Impact 378

379 FastLane Help Figure Budget Impact Statement File Upload screen after you have uploaded a file. 6 Budget Impact Statement Display Current screen the Budget Impact Statement 1. Upload On (Figure 6), click the Display Current Budget Impact File button. The uploaded Budget Impact Statement displays in PDF format. If you need to Statement download Adobe Reader, see Adobe Reader for FastLane . to the browser back button to return the Budget Impact Statement File Upload 2. Click (Figure 6). screen Delete Current Budget Impact Statement On the Budget Impact Statement 1. File Upload screen (Figure 6), click the Delete Current Budget Impact file. Statement button. A screen displays with a message for you to confirm that you want to delete the 2. Click the OK button. The Budget Impact Statement File Upload screen displays as in Figure 5. Submitted Budget Refresh to the Last as an SPO/AOR 1. On the FastLane Home Page screen, log in to Research Administration (see SPO/AOR Research Login ). The (Figure Administration screen displays 1). Figure 1 Research Administration screen. The Forwarded/Submitted Revised circled. Budgets link is Click Forwarded/Submitted Revised Budgets 2. The Forwarded/Submitted Revised Budgets screen (Figure 1). displays on the Forwarded by PI tab (Figure 2). 379

380 FastLane Help 2 Revised Budgets screen on the Forwarded by Forwarded/Submitted PI tab. The Refresh link is Figure circled. Refresh for the Revised Proposal Budget you want to Click (Figure 2). The Refresh to Last Submitted 3. refresh screen displays Budget (Figure 3) with a warning that refreshing to the last submitted budget deletes the Working Budget, which is the latest revised budget. 3 Refresh to Last Submitted Budget Figure The Refresh button is circled. screen. was 4. Click the Refresh button ( Figure 3 ). A screen displays (Figure 4) with the message that the refresh successful. 4 Screen with the message that the was successful and that the Figure Working Budget has refresh been deleted. 5. Click the Go Back button (Figure 4). The Forwarded/Submitted Revised Budgets displays screen on the Forwarded by PI tab (Figure 2). Submit a Revised Submitted Budget (AOR only) Research 1. On the FastLane Home Page screen, log in to Research Administration (see SPO/AOR Login ). The 380

381 FastLane Help displays (Figure 1). screen Administration 1 Research Administration screen. The Forwarded/Submitted Revised Budgets link is circled. Figure 2. Click Forwarded/Submitted Revised Budgets (Figure 1). The Forwarded/Submitted Revised Budgets screen the Forwarded by PI tab displays (Figure 2). on is Figure 2 Forwarded/Submitted Revised Budgets screen on the Forwarded by PI tab. The Submit link circled. a 3. Click Submit (Figure 2) in the row of the proposal for which you want to submit Proposal Budget. Revised (Figure 3) Submit the Revised Budget screen displays The Organizational with the Certification for Authorized Representative. 381

382 FastLane Help 3 Submit the Revised Budget screen. The Sign Figure button is circled. and Submit Click the Sign and Submit button (Figure 3). The 4. Revised Budget Submitted screen displays (Figure 4) with the message that the Revised Proposal Budget has been submitted to NSF. Budget Submitted Revised Figure 4 screen. the on 5. Click the OK button (Figure 4). The Forwarded/Submitted Revised Budgets screen displays (Figure Forwarded tab PI 2). by View and Print a Revised Proposal Budget that has been Submitted FastLane 1. On the Research Home Page screen, log in to Research Administration (see SPO/AOR Login ). The Administration screen displays (Figure 1). 382

383 FastLane Help Budgets 1 Research Administration screen. The Figure link is circled. Forwarded/Submitted Revised Click Forwarded/Submitted Revised 2. (Figure 1). The Forwarded/Submitted Revised Budgets Budgets screen displays on the Forwarded by PI (Figure 2). tab circled. Figure 2 Forwarded/Submitted Revised Budgets screen. The Submitted by SPO tab is 3. Click the Submitted by SPO tab on the Forwarded/Submitted Revised Budgets screen (Figure 2). The on Forwarded/Submitted Revised Budgets screen displays two the Submitted by SPO tab (Figure 3) with options: • Search by budgets date range for submitted revised • View and print a revised budget 383

384 FastLane Help 3 Forwarded/Submitted Revised Budgets screen on the Submitted by Figure SPO tab. The Proposal ID a proposal is for circled. number by Date Range for Submitted Revised Budgets Search on the Forwarded/Submitted Revised Budgets screen the Submitted by SPO 1. On (Figure tab 3), type the date ranges in the From and To boxes in mm/dd/yyyy format. Submitted the 2. Click the Search button (Figure 3). The in Revised Budgets in that date range display Submitted Budgets section of the screen. View and Print a Revised Budget 3), 1. On the Forwarded/Submitted Revised Budgets screen on the Submitted by SPO tab (Figure the click on the row for the proposal whose budget you want to view. Proposal ID number The View/Print Revised screen Budget(s) displays (Figure 4). circled. Figure 4 View/Print Revised Budget(s) screen. The View/Print button is 384

385 FastLane Help 2. the Revision Number box (Figure 4), highlight the budget that you want to view. In screen Click View/Print button (Figure 4). The Summary Proposal Budget the displays you selected displays 3. budget in PDF format. If you need (Figure 5) with to download Adobe Reader, see Adobe Reader for the . FastLane 5 Summary Proposal Budget screen. Figure Print icon is circled. The To print the displayed budget, click 4. Print icon on the Summary Proposal Budget the screen (Figure 5). The budget prints. the browser back button to return to the View/Print Revised Budget(s) screen (Figure 4). 5. Click Withdraw a Proposal a Proposal (AOR only) Withdraw Print the contents of the Withdraw a Proposal book . a the cognizant NSF Program Officer has not made a If funding recommendation on proposal , you may withdraw it through FastLane. to If the cognizant NSF Program Officer has made a funding recommendation on a proposal and you then try You withdraw screen displays with a warning that this action is not allowed. a must then contact your NSF it, Officer for assistance to withdraw the proposal. Program proposal, withdraw a When you you must select the type of withdrawal: • Withdrawal of a duplicate proposal, in which case also give Proposal Number of the proposal you want NSF the to retain • Withdrawal because of funding received from elsewhere Other • type NSF also requests that you provide a reason for the Proposal Withdrawal. detailed If you are withdrawing the lead or non - lead proposal from a collaborative proposal, NSF does the following: • Withdraws the entire collaborative proposal • Notifies the PI and SPO of the organizations for the other proposals that: - The collaborative proposal has been withdrawn. project. - They must submit a new collaborative proposal for NSF to consider the 385

386 FastLane Help withdrawing a proposal, the PI can: For Initiate Proposal Withdrawal • a Forward a Proposal Withdrawal to the SPO • The SPO can: Initiate Proposal Withdrawal a • AOR can: The Initiate a Proposal Withdrawal • Submit a Proposal Withdrawal • • a Proposal Withdrawal forwarded by a PI Submit Functions PI Proposal a PI Withdraw as a PI, you have these options for As withdrawing a proposal: • Initiate a Proposal Withdrawal to • a Proposal Withdrawal Forward the SPO Proposal Withdrawal • Save a Proposal Withdrawal • Delete a saved Initiate a Proposal Withdrawal Page 1. On the FastLane Home ). The screen, log in as a PI to Proposals, Awards, and Status (see PI/Co - PI Login (Figure 1). Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Managemen t screen displays Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen. The is Proposal Functions link circled. Click Proposal Functions (Figure 1). The Principal 2. Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions screen displays (Figure 2). 386

387 FastLane Help Investigator 2 Principal Investigator (PI)/Co - Figure (Co - PI) Management Proposal Functions Principal Proposal Preparation screen. The is circled. link The Proposal Preparation (Figure 1). 3. Click Principal Investigator (PI) Information 3). screen displays (Figure circled. Figure 3 Principal Investigator (PI) Information screen. The View Submitted button is (Figure 4). 4. Click the View Submitted button (Figure 3). The Submitted Proposals screen displays 387

388 FastLane Help button 4 Submitted Proposals screen. The Figure is circled. Withdraw Highlight the proposal that you want to withdraw from the 5. Submitted Proposals list (Figure 4). 6. Click the Withdraw button (Figure 4). The Proposal Withdrawal screen displays (Figure 5). circled. Figure 5 Proposal Withdrawal screen. The Forward to SPO button is clicking Select the Withdrawal Type by 7. the radio button for one of the following (Figure 5): • Withdraw Duplicate Proposal Also type in the box the Proposal Number for the temporary proposal you wish NSF to retain. Funding Elsewhere • 388

389 FastLane Help • Other In the Rationale for Withdrawal text box (Figure 5), type or and paste a detailed reason or reasons for 8. copy the proposal. withdrawing Click the Forward to SPO button to send the Proposal Withdrawal to 9. (see Forward a Proposal the SPO Withdrawal the SPO for further instructions). Or, if you do not want to forward the to Withdrawal Request immediately the SPO, you can save the Proposal Withdrawal (see Save to Proposal a Withdrawal, Step 4 ). or Withdraw If you select a non - lead lead proposal of a collaborative proposal to withdraw, when you click the the Submitted Proposals screen (Figure 4), a screen on displays (Figure 6) with a message for you to button confirm that you want to continue to withdraw the proposal. Figure 6 Warning screen for withdrawal of collaborative proposals. 1. (Figure 5). Click the Yes button (Figure 6). The Proposal Withdrawal screen displays above Go to Step 7 2. to complete the Proposal Withdrawal. Forward a Proposal Withdrawal to the SPO 1. Access the Proposal Withdrawal screen (Figure 1) (see Initiate a Proposal Withdrawal , Step 1 through Step 8). 389

390 FastLane Help 1 Proposal Withdrawal screen. The Figure to SPO button is circled. Forward 2. the Forward to SPO button (Figure 1) to send the Proposal Withdrawal to your SPO for submission to Click the message that the Proposal NSF. The Your Notification Was Forwarded screen displays (Figure 2) with Withdrawal is your forwarded to SPO. Proposal Figure 2 Your Notification Was Forwarded screen with the message that the Withdrawal forwarded to the SPO. was the 3. Click Return to Submitted Proposals button (Figure 2). The Submitted Proposals screen displays (Figure 3). 390

391 FastLane Help 3 Submitted Proposals Figure screen. you selected a non - lead or lead proposal of a collaborative proposal to If withdraw, when you click the Forward to SPO button, the Your Notification Was screen displays (Figure 4) with the message that NSF will notify Forwarded Return the to the SPO and PI of the participating organizations that the collaborative proposal is withdrawn. Click Submitted screen Proposals button (Figure 4). The Submitted Proposals displays (Figure 3). collaborating Figure 4 Your Notification Was Forwarded screen with the message that the proposal will be notified that the collaborative organizations was withdrawn. Save a Proposal Withdrawal 8). 1. Access the Proposal Withdrawal screen (Figure 1) (see Initiate a Proposal Withdrawal , Step 1 through Step 391

392 FastLane Help button 1 Withdrawal screen. The Save Proposal is circled. Figure Select the Withdrawal Type 2. by clicking on the radio button for one of the following (Figure 1): Withdraw Duplicate Proposal • Type in the box for the temporary proposal you wish NSF to retain. the Proposal Number • Funding Elsewhere • Other In the Rationale for Withdrawal text box 3. type in or copy and paste a detailed reason or (Figure 1), withdrawing reasons for proposal. the 4. Click the Save button (Figure 1). The Your Notification Was Saved Successfully the screen displays (Figure 2) with message that the Proposal Withdrawal was saved. Saved Successfully screen Figure 2 Your Notification Was Proposal Withdrawal with the message that the saved. was 5. Click the Return to Submitted Proposals Submitted button (Figure 2). The Proposals screen displays (Figure 3) with the proposal in the Submitted Proposals list. 392

393 FastLane Help button 3 Submitted Proposals screen. The Figure is circled. Withdraw To work on the saved Proposal Withdrawal again, on the Submitted Proposals screen (Figure 3), highlight 6. the proposal the Submitted Proposals list in the Withdraw button (Figure 3). The 7. Proposal Withdrawal screen displays Click (Figure 1) with the saved Proposal Withdrawal. Delete a Saved Proposal Withdrawal 4). 1. Access the Submitted Proposals screen (Figure 1) (see Initiate a Proposal Withdrawal , Step 1 through Step Figure 1 Submitted Proposals screen. The Withdraw button is circled. 2. Highlight the proposal from the Submitted Proposals list that you saved a Proposal Withdrawal for (Figure 1). 3. Click the Withdraw button (Figure the 1). The Proposal Withdrawal screen displays (Figure 2) with Proposal Withdrawal. saved 393

394 FastLane Help Delete Proposal Withdrawal screen. The Figure button is circled. 2 Click the Delete button (Figure 2). The 4. Your Notification Was Deleted screen displays (Figure 3) with the message that the Proposal Withdrawal was deleted. 3 Your Figure Notification Was Deleted screen. displays the 5. Click Return to Submitted Proposals button (Figure 3). The Submitted Proposals screen (Figure 1). You still have the option of initiating a new Proposal Withdrawal. SPO Functions a Withdraw Proposal as SPO an SPO, you have these options for withdrawing a proposal: As Edit/Save • Proposal Withdrawal a Proposal Withdrawal • Delete a saved 394

395 FastLane Help an AOR, you can do all of the above and following: As the Initiate a Proposal Withdrawal • Submit • a Proposal Withdrawal • Submit a Proposal Withdrawal forwarded by a to NSF PI Initiate a Proposal Withdrawal as an AOR The 1. On the FastLane Home Page screen, log in as an SPO to Research Administration (see SPO/AOR Login ). Research Administration screen displays (Figure 1). Figure 1 Research Administration screen. The Proposals/Supplements/File Updates/Withdrawals circled. link is File Click Proposals/Supplements/ 2. Updates/Withdrawals (Figure 1). The Proposals/Supplements/File Updates/Withdrawals screen displays on the Documents in Progress tab (Figure 2). 395

396 FastLane Help the 2 Proposals/Withdrawals/File Updates/Withdrawals screen Figure Documents in Progress on The Submitted Documents tab. is circled. tab Click the Submitted 3. tab (Figure 2). The Proposals/Withdrawals/File Updates/Withdrawals screen Documents submitted proposals. displays on the Submitted Documents tab (Figure 3) with a list of Proposals/Withdrawals/File Figure 3 Updates/Withdrawals screen on the Submitted Documents is tab. The Withdraw link circled. (Figure 3) 4. Click Withdraw on the row for the proposal you want to withdraw. The Proposal Withdrawal screen displays (Figure 4). 396

397 FastLane Help 4 Proposal Withdrawal screen. Figure Select the Withdrawal Type by clicking the radio button 5. (Figure 4) for one of the following: Withdraw Duplicate Proposal • the Proposal Number for the temporary Type in the box wish NSF to retain. proposal you • Funding Elsewhere • Other In the Rationale for Withdrawal text box (Figure 4), type or 6. copy and paste a detailed reason or reasons for withdrawing the proposal. if To you do 7. submit the Proposal Withdrawal to NSF, see Submit a Proposal Withdrawal to NSF, Step 3 . Or, not can want to submit the Withdrawal request immediately to NSF, you save the Proposal Withdrawal ( a Proposal Withdrawal, Save Step 4 ). lead If you select a non - a or lead proposal of a collaborative proposal to withdraw, a screen displays (Figure 5) with you message for you to confirm that collaborative proposal. want to continue to withdraw the 397

398 FastLane Help 5 Warning screen for withdrawal of collaborative proposals. Figure the Yes button (Figure 5). The Click Proposal Withdrawal screen displays (Figure 4). 1. Go to Step 6 above and proceed to 2. the Proposal Withdrawal. complete Save a Proposal Withdrawal as an SPO/AOR Access the Proposal Withdrawal screen (Figure 1) (see Initiate a Proposal Withdrawal , Step 1 through Step 4). 1. Save 1 Proposal Withdrawal screen. The Figure button is circled. 1): 2. Select the Withdrawal Type by clicking on the radio button for either one of the following (Figure Withdraw Duplicate Proposal • in the box the Proposal Number for Type the temporary proposal you wish NSF to retain. • Funding Elsewhere • Other Proposal 3. In the Rationale for Withdrawal text box in the lower portion of the screen (Figure 1), Withdrawal type or copy and paste a detailed reason or reasons for withdrawing the proposal. 4. Click the Save button (Figure 1). The Your Notification Was Saved Successfully screen displays (Figure 2) with the message that the request was saved. 398

399 FastLane Help Was 2 Your Notification Figure Saved Successfully screen. Click the Return to SPO Submission button 5. (Figure 2). The Proposals/Supplements/File Updates/ Withdrawals screen displays on the Submitted Documents tab (Figure 3). Submitted Documents Figure 3 Proposals/Supplements/File Updates/Withdrawals screen on the tab. 6. To work on the saved Proposal Withdrawal again, on the Proposals/Supplements/File Updates/Withdrawals (Figure screen on the Documents in progress tab 3), click the Edit icon on the row of the proposal. The (Figure Withdrawal screen displays Proposal 1) with the saved Proposal Withdrawal. Submit a Proposal Withdrawal (AOR only) 399

400 FastLane Help Access the Proposals/Supplements/File Updates/Withdrawals on the Submitted Documents 1. screen (see Initiate a Proposal Withdrawal , Step 1 through tab (Figure 1) 3). Step 1 Proposals/Supplements/File Updates/Withdrawals screen on the Figure Submitted Documents tab. The Withdraw link is circled. Proposal The 2. Click Withdraw on the row for the proposal you saved a Proposal Withdrawal for (Figure 1). Withdrawal (Figure 2) with the Proposal Withdrawal. screen displays circled. 2 Proposal Withdrawal screen. The Submit button is Figure Submit 3. Click the button (Figure 2) to submit the Proposal Withdrawal to NSF. A screen displays (Figure 3) with a NSF. message for you to confirm that you want to submit the Proposal Withdrawal to 400

401 FastLane Help 3 Screen with message for you to confirm Figure you want to submit the Proposal Withdrawal to that NSF. Click the OK 4. (Figure 3). The Proposal Withdrawal Successful screen displays (Figure 4) with the button message that the Proposal Withdrawal has been submitted to NSF. 4 Figure Withdrawal Successful screen. Proposal 5. Click Proposals/Supplements/File the Return to Submissions button (Figure 4). The Updates/Withdrawals the screen displays on Submitted Documents tab (Figure 1). to If you selected a non - lead or lead proposal of a collaborative proposal Submit withdraw, when you click the message for (Figure 2), a screen displays (Figure 5) with button a you to confirm that you want to submit the collaborative proposal. Proposal Withdrawal for a 401

402 FastLane Help 5 Screen with message for you to confirm that Figure want to withdraw a proposal that is part of a you proposal. collaborative Click the OK 1. button (Figure 5). The Proposal Withdrawal Successful screen displays with the message that the Proposal Withdrawal has been submitted to NSF. Submission 2. Return to Click button (Figure 4). The Proposals/Supplements/File Updates/Withdrawals the Submitted Documents (Figure 1). screen displays on the tab Delete a Saved Proposal Withdrawal as an SPO/AOR Access the Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents 1. (see Initiate a Proposal Withdrawa l , Step 1 through tab (Figure 1) Step 3). 1 Figure Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents is tab. The Withdraw button circled. The 2. Click Withdraw on the row of the proposal that you saved a Proposal Withdrawal for (Figure 1). 402

403 FastLane Help Proposal Withdrawal (Figure 2) with the Proposal Withdrawal. screen displays 2 Proposal Withdrawal screen. The Figure Delete button is circled. Click the 3. button (Figure 2). The Your Notification Was Deleted screen displays (Figure 3) with the Delete message that the Proposal Withdrawal was removed from FastLane. Figure Deleted screen. 3 Your Notification Was 3). Click the Return to SPO Submission button (Figure 4. The Proposals/Supplements/File Updates/Withdrawals screen displays on the Submitted Documents tab (Figure 1). You still have the option of initiating a new Proposal Withdrawal. Submit a Proposal Withdrawal Forwarded by a PI Progress tab 1. Access the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in 403

404 FastLane Help through Initiate a Proposal Withdrawal , Step 1 1) (see Step 2). (Figure 1 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Figure Progress tab. Withdrawals in Progress tab is circled. The Progress 2. the Withdrawals in tab (Figure 1). The Proposals/Supplements/File Updates/Withdrawals Click tab screen displays on the Withdrawals in Progress (Figure 2). 2 Proposals/Supplements/File on Updates/Withdrawals screen Figure the Withdrawals in Progress tab. The Edit link is circled. the Proposal Withdrawal that Click Edit on the row for 3. you want to submit (Figure 2). The Proposal Withdrawal the PI’s Proposal Withdrawal. screen displays (Figure 3) with 404

405 FastLane Help Submit button 3 Proposal Withdrawal screen. The Figure is circled. You may edit the Proposal Withdrawal. For instructions, see Initiate a Proposal 4. Withdrawal, Step 5 through Step 7 . submit the Proposal Withdrawal, 5. the Submit To button (Figure 3). A screen displays (Figure 4) click Proposal Withdrawal. with a message for you to confirm that you want to submit the for Figure 4 Screen with a message you to confirm that you want to submit the Proposal Withdrawal to NSF. circled. The OK button is (Figure 4). 6. Click the OK button The Proposal Withdrawal Successful screen displays (Figure 5). 405

406 FastLane Help 5 Withdrawal Successful screen. Figure Proposal the Return to SPO Submission button (Figure 5). The Proposals/Supplements/File Click 7. screen displays on the Withdrawals in Progress tab. Updates/Withdrawals of Letters Introduction Intent the contents of the Letters of Intent book . Print of program solicitations require or Some submission of a letter NSF intent (LOI) in advance of submission of a full request The predominant reason for its use is to help NSF program staff proposal. to gauge the size and range of the competition, enabling earlier selection and better management of reviewers and panelists. The requirement to submit an LOI will be identified in the solicitation. Failure to submit a required LOI in a program solicitation may result in a full identified program not being accepted or returned without review. See PAPPG Chapter I.D.1 for proposal further information. single create more than one Letter of Intent for a You can program solicitation. However, a warning message displays that a solicitation. that Letter of Intent has already been submitted for Roles the can do PI following: The Create a Letter of Intent for any solicitation that has requested or required it • Submit directly to the NSF Letters of • Intent for certain types of solicitations • Forward a Letter of Intent to the SPO for those types of solicitations that require AOR approval The Sponsored Project Office (SPO)/ Authorized Organizational Representative (AOR) can do the following: of solicitations • Create a Letter of Intent for certain types • View all Letters of Intent created by PIs in their organization, including those the PI directly submitted to NSF • Edit Letters of Intent forwarded by the PI • Submit a (AOR only) Letter of Intent Intent • a Letter of Return to a PI To work on Letters of Intent, see one of the following for instructions: Letter of • Create a Intent Introduction Intent • Work on Saved and Submitted Letters of 406

407 FastLane Help Functions Award Award Functions to the FastLane Help System for Award Functions, if you Look are conducting award functions in one of these roles: Principal Investigator (PI) • Co • PI (follow instructions for the PI) - • Sponsored Project Office (SPO) Organizational Representative (AOR) • Authorized for Award FastLane Help Functions covers these award activities: • Prepare and Submit a Notification or Request • Submit a Supplemental Funding Request Prepare and and/or Print an Award Document • View for an the Continuation • Funding Status Check Award Award Functions Look to the FastLane Help System for Award Functions, if you are conducting award functions in one of these roles: • Principal Investigator (PI) • Co - PI (follow instructions for the PI) • Sponsored Project Office (SPO) Organizational Representative (AOR) • Authorized FastLane Help for Award Functions covers these award activities: and • a Notification or Request Prepare Submit • Prepare and Submit a Supplemental Funding Request • View and/or Print an Award Document Status • the Continuation Funding Check for an Award Log In for Award Functions Award Functions Login Print of the Log In for Award Functions book . the contents Log by role: in to Award Functions • (PI) Principal Investigator Sponsored Project Office Representative (SPO) • Sponsored Project Office Representative (AOR) • Investigator or Co - Principal Investigator Login to Award Functions Principal 1. Use the General Log In procedure to log in to the system. The Principal Investigator (PI)/Co 2. Principal Investigator (Co - PI) Management - 1). screen displays (Figure 407

408 FastLane Help 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Figure Management screen. The Award and Reporting Functions link is circled. - (PI)/Co 3. Click Award and Reporting Functions (Figure 1). The Principal Investigator Principal - PI) Management Award and Reporting (Co Functions screen displays (Figure 2). Investigator Principal Figure 2 Principal Investigator (PI)/Co - Investigator (Co - PI) Management Award and screen. Reporting Functions 408

409 FastLane Help Project Office Representative Login to Award Functions Sponsored On the FastLane Home 1. Page screen (Figure 1), click Research Administration . The Research Administration screen displays (Figure 2). 1 Figure circled. FastLane Home Page screen. The Research Administration link is Figure 2 Research Administration screen. The Login section is circled. name. 2. In the Last Name box (Figure 2), type your last 409

410 FastLane Help 3. the NSF ID box (Figure 2), type your National Science Foundation Identification number (no spaces, In hyphens). no In the Password box (Figure 2), type your password. 4. Click the radio button for Research Administration (Figure 2). 5. Click the Login button 6. 2). The Research Administration screen displays (Figure 3) with the (Figure following options for Awards Functions: Supplements in Proposals/Supplements/File Updates/Withdrawals • Award Documents • Notifications and Requests • Research Administration screen. Figure 3 Notifications and Requests Notifications and Requests award. Through this and Requests FastLane’s Notifications is an application you use during the period of an application, can prepare and submit to NSF: you • notifications Required • to NSF Requests in (Notifications and Requests does not include the Supplemental Funding Request, which is a separate application. See Supplemental Funding Request .) Notifications the process and Requests is in of moving from FastLane to Research.gov. Some types of Research.gov. Please visit notifications requests are only available in and Research.gov Notifications and Requests for more information. roles that use The Notifications and Requests are: Functions ) • The Principal Investigator (PIs) and Co - PIs (see PI 410

411 FastLane Help Sponsored Project Office (SPO) representative (see SPO Functions ) The • Authorized Organizational Representative (AOR) The • different types of notifications and requests. Unless otherwise noted, you complete a Here are notification the by completing the screen displayed for that or request ( You submit notifications or requests for Note: an award with an approved Final Project Report or action. cannot your award has expired. Overdue Annual Project Reports and Final Project Reports will block further action on if In the table below, click on the link for a notification or request to find the instructions for that as well.) an award action.+ Special Special Notes Notes Notifications Requests Transferring Final Subawarding, Annual and AOR only • of Requires completion Cost or Contracting Out Part of Share more than one action NSF Award an by Notification functions of this • For the Recipient see instructions request, the action. for this PI/co co - or - PD PI/PD new the both of Requires AOR • One from Transfer and original organizations to Organization Another • New AOR submits to NSF • Requires AOR permissions to submit • Requires completion of more than one action • For the functions of this request, see the instructions request. for this Change PI/PD and to permissions Requires AOR • - Add/Change co submit PI/co_PD • Requires completion of more than one action. For the functions of this • instructions request, see the this for request. • Cannot be submitted if there is an overdue project report with associated the PI or Co - PIs on the award PI Functions PI Prepare a New Notification or Request as a 411

412 FastLane Help by the Notifications and Requests screen on the Prepared Access PI tab (Figure 1) (see Access Notifications 1. as a PI ). You must be on the Prepared by PI tab to and Requests a new notification or request. prepare 1 Notifications and Requests screen on the Prepared Figure PI tab. The Prepare New section is by circled. tab 2. In the Prepare New section of (Figure 1), the Notifications and Requests screen on the Prepared by PI list the award number from the Award # drop - down select for the award you want to prepare a notification or request for. Prepare 3. Click the screen New button (Figure 1). The Prepare a New Notification or Request displays (Figure 2). 2 Request screen. Figure Prepare a New Notification or 412

413 FastLane Help a the different types of Notifications and Requests you can prepare. Click on screen lists form link below for The that form. instructions on preparing For select from: requests, Subawarding, Transferring or • of an NSF Award Contracting Out Part • Change PI/PD and Add/Change co - PI/co - PD Notification or Request as a PI Prepare a New Access the Notifications and Requests 1. screen on the Prepared by PI tab (Figure 1) (see Access Notifications request. and Requests as a PI ). You must be on the Prepared by PI tab to or prepare a new notification Figure 1 Notifications and Requests screen on the Prepared by PI tab. The Prepare New section is circled. tab 2. In the Prepare New section of the Notifications and Requests screen on the Prepared by PI (Figure 1), list the award number from the Award # drop - down select for the award you want to prepare a notification or request for. displays 3. Click the Prepare New button (Figure 1). The Prepare a New Notification or Request screen (Figure 2). 413

414 FastLane Help Notification 2 Prepare a New Figure or Request screen. screen lists the different types of Notifications and Requests you can prepare. Click on a form link below The for instructions on preparing that form. For requests, select from: Subawarding, Transferring or Contracting Out Part of • NSF Award an • Change PI/PD and Add/Change co - PI/co - PD Notifications PI Access and Requests as a 1. On the FastLane Home Page screen, log in to Proposals, Awards, and Status as a PI or Co - PI Login (see PI Co - PI to Award Functions ). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays (Figure 1). PI) Management screen. Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - 414

415 FastLane Help and Reporting Functions link is circled. The Award 2. Click Award and Reporting Functions (Figure 1). Principal Investigator (PI)/Co - Principal The Investigator (Co - PI) Management Award and Reporting Functions screen displays (Figure 2). Figure 2 Principal Investigator - Principal Investigator (Co - PI) Management Award and (PI)/Co circled. Reporting Functions screen. The Notifications and Requests link is On clicking the Notifications and Request Link, the user is routed to Research.gov. Upon logging into 3. Research.gov the user will see the below screen to prepare a New notification/Request Figure 3 Research.gov Prepare new Notification/Request Screen. 4. The user will be routed to Fastlane for the following Notifications/Request: • Subawarding/Transferring Part of an NSF Award Interest • Conflicts of 415

416 FastLane Help • Transfer PI PI Change and Add/Change Co - PI • The Notifications and Requests screen displays on the Prepared by PI tab (Figure 4). There are two 5. tabs on the Notifications and Requests screen: Prepared by PI tab • and requests on Prepare notifications tab. this by All tab • Status Check the status of notifications and requests that have already been initiated on this tab. Prepared and Requests screen displays first on the by PI tab. The Notifications 4 Notifications and Requests screen on Figure Prepared by PI tab. the working on Notifications and Requests: You have these options for a new notification Prepare or request • requests • Search for notifications and or • a notification request View Modify a notification or request • request a notification or Forward • to the SPO • Delete a notification or request • Check t he status of a notification or request • View a forwarded or submitted notification or request • link View the award amendment for an approved notification or req uest (Click on a above for that option.) instructions for for and Search Requests Prepared by Notifications the PI Access 1. the Notifications and Requests screen on the Prepared by PI screen (Figure . 1) (see Access Notifications and Requests as a PI) 416

417 FastLane Help by 1 and Requests screen on the Prepared Notifications PI tab. The Search for Notifications/Requests Figure and the Search button section circled. are In the Search for Notifications/Requests section the Notifications and Requests screen (Figure 1), 2. of the notifications or requests search for by any of these criteria: • Award number drop award number from the Award # - down list. Select the Date range • In the From box, type – start date for the search (in mm/dd/yyyy format). the – In the To box, type the end date for the search (in mm/dd/yyyy format). the 3. Click of the Search button (Figure 1). The results of your search display in the Work in Progress section by Notifications Requests screen on the Prepared and PI tab (Figure 2). Figure 2 Notifications and Requests screen on the Prepared by PI tab. Work in Progress section. 4. Find the notification or request you want to work on. You have these options for working on notifications and requests that you have prepared: • View a notification or request notification • Modify a or request SPO • Forward a notification or request to the 417

418 FastLane Help a notification to NSF prepared by the PI • Submit a notification Delete request • or on (Click link above for instructions for that option.) a by Notification or Request Prepared View a the PI 1. Access the Notifications and Requests screen on the Prepared by PI tab (Figure 1) (see Access Notifications ). and Requests a PI as Figure 1 Notifications and Requests screen on the Prepared by PI tab. The Notification/Request circled for Type link is a notification. the 2. In the Work in Progress section of the Notifications and Requests screen (Figure 1), click View Notification/Request link on the row for the notification (or request) you want to view. The Type notification. displays (Figure 2) with the text Notification of the screen (The View Request screen displays if you are viewing a request.) You have these options on the View Notification (or View Request ) screen (Figure 2): or • Modify the notification request • the notification or request to the Forward SPO • Submit the notification to NSF • Delete the notification or request that option.) (Click on a link above for instructions for Figure 2 View Notification screen. PI Modify a Notification or Request Prepared by the 418

419 FastLane Help Access the View Request or ( View Notification ) screen 1) (see View a Notification or Request 1. (Figure Prepared the PI ). by 1 View Request screen. Figure On the 2. (or View Notification ) screen (Figure 1), click the Modify View Request 2). button. The Modify Request (or Modify Notification ) screen displays (Figure Figure 2 Modify Request screen. Select the Save button. 3. Modify the request as you require. Click on link a below for the instructions for the type of notification or request you are modifying: notifications: • For 419

420 FastLane Help – Sharing Cost For requests: • of Contracting Out Part of an – NSF Award Transferring, Subawarding, PI Transfer – Change PI Add/Change co - – PI the Save button (Figure 2). The View Request Click View Notification ) screen displays (Figure 3) with 4. (or the changed information. 3 View Request screen with the modifications displayed. Figure to or Request Notification the SPO Forward a Access 1. the Notifications and Requests screen on the Prepared by PI tab (Figure 1) (see Access Notifications and Requests as a ). PI Figure circled 1 Notifications and Requests screen on the Prepared by PI tab. The Forward link is a request. for of 2. In the Work in Progress section the Notifications and Requests screen (Figure 1), click Forward in the row to for the notification (or request) you want to forward displays the SPO. The Forward Notification screen you (or 2) with a message at the top for (Figure to confirm that you want to forward the notification request) request.) to NSF. (The Forward Request screen displays if you chose to forward a 420

421 FastLane Help 2 Forward Notification screen. The Figure SPO button is circled. Forward to 3. Click the Forward to SPO button (Figure 2). The Forwarded screen displays (Figure 3) with a message that the submitted notification (or request) has been to NSF. circled. Figure 3 Forwarded screen. The Search Prepared by PI List link is Notifications Click Search Prepared by PI List (Figure 3). The 4. and Requests screen displays on the Prepared by PI tab. a Delete PI Notification or Request Prepared by the 1. Access the Notifications and Requests screen PI on the Prepared by tab (Figure 1) (see Access Notifications ). and Requests as a PI 421

422 FastLane Help 1 Notifications and Requests screen on the Prepared by PI tab. Figure The Delete link is circled for a request. In the Work in Progress section 2. of the Notifications and Requests screen (Figure 1), click Delete in the row for the (or notification) you want to delete. The request Delete Request screen displays (Figure 2) with a message you that for you to confirm are you want to delete the request. (The Delete Notification screen displays if a notification.) deleting for Figure 2 Delete Request screen. The message you to confirm that you want to delete the request and button the Delete circled. are 2). 3. Click the Delete button (Figure The Deleted screen displays (Figure 3) with a message that the request (or notification) has been deleted. 422

423 FastLane Help PI List link 3 screen. The Search Prepared by Deleted is circled. Figure Click Search Prepared by 4. List (Figure 3). The Notifications and Requests screen displays on the Prepared by PI PI tab (Figure 1). Check the Status of Notifications and Requests as a PI (Figure 1) Access the Notifications and Requests 1. on the Prepared by PI tab (see Access Notifications screen and Requests as a ). PI circled. Figure 1 Notifications and Requests screen on the Prepared by PI tab. The All by Status tab is On the Notifications and Requests screen on the 2. Prepared by PI tab (Figure 1), click the All by Status tab. The Notifications and Requests screen displays on the All by Status tab (Figure 2). You can search for notifications criteria: and requests by either of these • Award number • Date last modified On this screen, you can also: notification • View a forwarded, submitted, or approved or request • View a notification or request that is in progress (Click on a link that option.) above for instructions for 423

424 FastLane Help 2 # Notifications and Requests screen on the All by Status tab. The Search by Award Figure is circled. section Notifications Award Number Search for by and Requests In 1. Award # box of the Notifications and Requests screen on the All by Status tab (Figure 2), type the the award number for the award whose notifications and requests you want to find. tab 2. Click the Search button (Figure 2). The Notifications and Requests screen displays on the All by Status (Figure 3). All notifications and requests, including those in progress, are listed in the All by Status section with their status. circled. Figure 3 Notifications and Requests screen on the All by Status tab. The Status column is or by the Date the Notification Search Request Was Last Modified 1. Notifications On the and Requests screen on the All by Status tab (Figure 4), in the search for. From box, type the start date for the date range you want to 424

425 FastLane Help 4 and Requests screen on the All by Status tab. The Notifications Search button is circled for a Figure by the date last modified. search In the To box (Figure 4), type the end date for the date range you want to search for. 2. 3. the Search button (Figure 4). The Notifications and Requests screen displays (Figure 5) on the All by Click Status tab. All the notifications and requests in that date range and statuses are listed in the All by Status their section. and Requests Figure 5 Notifications circled. screen on the All by Status tab. The Status column is a Forwarded, Submitted, or Approved View Notification or Request the 1. On Notification/Request Notifications and Requests screen on the All by Status tab (Figure 6), click the notification Type link on the row of the ) View Request or request you want to view. The View Notification (or displays (Figure 7) with the screen request. You can contents of the notification or longer no work on a notification or request that has been approved. forwarded, submitted, or 425

426 FastLane Help 6 Notifications and Requests screen on the All by Status Figure Notification/Request tab. The Type link is circled for a notification. Figure 7 View Notification screen. screen displays Click the Cancel button (Figure 7). The Notifications and Requests 2. on the All by Status tab (Figure 6). View a Notification or Request in Progress Notification/Request On the Notifications and Requests screen on the All by Status tab (Figure 8), click the request link on the row of the in - progress notification or Type you want to view. The View Request (or View these Notification ) screen displays (Figure 9) with the contents of the notification or request. You have options on this screen: • Modify the notification or request • Forward the notification or request to the SPO notification • Delete the or request (Click on a link above for instructions for that option.) 426

427 FastLane Help 8 Notifications and Requests screen Figure the All by Status tab. The Notification/Request on Type link is circled for a request. Figure 9 View Request screen an in - progress request. for Request as a View the Award Amendment for an Approved Notification or PI All by 1. Access the Notifications and Requests screen on the Status tab and search for notifications and requests the as you require (see Check screen Status of Notifications and Requests ). The Notifications and Requests with requests. displays (Figure 1) all notifications and 427

428 FastLane Help Status 1 and Requests screen on the All by Notifications tab. The status and Amd (Amendment) Figure are circled for number approved request. an Find a notification or request that has the status “Approved by Grants Official” (Figure 1). 2. Click the amendment number 3. in the Amd column in the row for the approved notification or request (Figure 1). The Science Foundation screen displays (Figure 2). National 2 National Science Foundation screen with the Figure The Return to Search amendment text. Results link is circled. the and 4. Click Return to Search Results (Figure 2). The Notifications All by Requests screen displays on Status tab (Figure 1). SPO Functions Functions Introduction SPO/AOR Notifications and Requests for As an SPO/AOR, you have these options for working on Notifications and Requests in FastLane: and Requests as • Access Notifications a SPO or • Prepare a new notification request as a SPO • on notifications and requests prepared by an SPO Work on notifications and Work requests forwarded by the PI • • Check the status of submitted notifications and requests • View the award amendment for an approved notification or request Research.gov Note: Many of the Notifications and Requests functions of FastLane have been migrated to 428

429 FastLane Help Access Notifications and Requests as an SPO On the FastLane Home Page screen, log in 1. Research Administration as an SPO (see SPO/AOR Login to to ). The Research Administration screen displays (Figure 1). Award Functions Administration Research 1 screen. Figure Click Notifications and Requests (Figure 1). 2. Notifications and Requests screen displays (Figure 2). There The are three tabs on the Notifications and Requests screen : Forwarded • tab by PI organization’s PIs for notifications and requests forwarded to you by your on Perform functions this tab. • Prepared by SPO tab Prepare new notifications and requests on this tab. tab • Submitted to NSF submitted to NSF notifications and requests that have been on this tab. View screen The Notifications and Requests first displays (Figure 2) on the Forwarded by PI tab. tab. Click on a tab title to go to that 429

430 FastLane Help 2 PI tab. Notifications and Requests screen on the Forwarded by Figure as a Notification or Request New an SPO Prepare 1. Access the Notifications and Requests screen on the Forwarded by PI tab (Figure 1) (see Access Notifications and Requests as an SPO/AOR ). Figure 1 Notifications and Requests screen on the Forwarded by is PI tab. The Prepared by SPO tab circled. 2. On the Notifications and Requests screen on the Forwarded by PI tab (Figure 1), click the Prepared by SPO screen tab. The Notifications and Requests be on displays on the Prepared by SPO tab (Figure 2). You must to request. the Prepared by SPO tab prepare a new notification or 430

431 FastLane Help 2 Notifications and Requests screen on the Prepared by Figure SPO tab. The Prepare New section is circled. 3. In the Prepare New section (Figure 2), select the award number from the Award # drop - down list (Figure 2) a for award that you want to prepare either the notification or a request for. 4. Click the Prepare New button (Figure 2). The Prepare a New Notification or Request screen displays 3). (Figures 3 Prepare a Figure Notification or Request screen. New The screen lists the different types of notifications and requests you can prepare. For notifications, select from: Annual and Final Cost • Sharing Notification by Recipient For requests , select from: • Subawarding, Transferring or Contracting Out Part of an Award • PI Transfer • Change PI Add/Change Co - PI SPO Work on Notifications and Requests Prepared by 431

432 FastLane Help Work Notifications and Requests Prepared by the SPO on Notifications and Requests screen on 1. Forwarded by PI tab (Figure 1) Access (see Access Notifications the an SPO/AOR as and Requests ). 1 Notifications Figure screen on the Forwarded by PI tab. The Prepared by SPO tab is and Requests circled. by On the Notifications and Requests screen on the 2. PI tab (Figure 1), click the Prepared by SPO Forwarded this tab tab. The Notifications and Requests screen displays on the you Prepared by SPO tab (Figure 2). On work and requests that you have prepared. You have these options: on notifications • for notifications Search and requests • View a notification or request notification • Modify a or request • Submit a notification or request (AOR only) • a notification Delete or request (Click on a link above for instructions for that option.) tab. Figure 2 Notifications and Requests screen on the Prepared by SPO 432

433 FastLane Help Delete a notification or request • on a link above for instructions for that option.) (Click 2 Notifications and Requests screen on Figure Prepared by SPO tab. the Search Notifications and Requests Prepared by the SPO for (Figure the Notifications and Requests screen on the Prepared by SPO tab 1. Access 1) (see Work on Notifications and Requests Prepared by the SPO ). for Figure 1 Notifications and Requests screen on the Prepared by SPO tab. The Search Notifications/Requests and the Search section button are circled. 2. In the Search for Notifications/Requests section of the Notifications and Requests screen (Figure 1), search for the notifications or requests by any of these criteria: • Award number Award award number from Select the # drop - down list. the • PI name Select the PI’s last name from the PI Last Name drop - down list. or department • PI division 433

434 FastLane Help In PI Division/Dept. box, type the PI’s division or department. the Date range • In the From – type the start date for the search (in mm/dd/yyyy format). box, In the To box, type the end date for the search (in mm/dd/yyyy format). – 3. Click the Search button (Figure 1). The results of your search display in the Work in Progress section of the Notifications and Requests screen on the Prepared SPO tab (Figure 2). by is SPO Figure 2 Notifications and Requests screen on the Prepared by tab. The Work in Progress section circled. Find the notification or request you want to work on. You have these options: 4. the View notification or • request • Modify the notification or request • the notification or request (AOR only) Submit • Delete the notification or request (Click form.) on a link above for instructions for that Prepared a Notification or Request View by the SPO 1. and Requests Access the Notifications screen on the Prepared by SPO tab (Figure SPO/AOR 1) (see Work on Notifications and Requests Prepared by ). 434

435 FastLane Help Prepared 1 Notifications and Requests screen on Figure by SPO tab. the In the Work in Progress section of the Notifications and Requests screen (Figure 1), click the 2. Notification/Request Type link on the row for the notification (or request) you want to view. The View Notification screen displays (Figure 2) with the text of the notification. (The View Request screen displays if screen: you are viewing a request.) You have these options on the View Notification (or View Request ) • (or request) Modify the notification • the notification (or Submit request) (AOR only) • Delete the notification (or request) (Click on a link above for instructions for that option.) Notification Figure 2 View screen. Modify a Notification or Request Prepared by the SPO 1. Access the View View Request Notification (or ) screen (Figure 1) (see View a Notification or Request ). Prepared by the SPO 435

436 FastLane Help 1 View Notification screen. The Modify button is circled. Figure On the View Notification screen (Figure 1), click the Modify 2. (Figure 1). The button Modify Notification (or Modify Request ) screen displays (Figure 2). 2 Modify Figure Notification screen. instructions for 3. Modify the notification (or request) as you require. Click on a link below for the modifying: the kind of notification or request you are For notifications, select from: • Annual and Final Cost Sharing Notification Recipient by For requests , select from: • Subawarding, Transferring or Contracting Out Part of an Award Transfer • PI 436

437 FastLane Help • PI Add/Change PI/Co - PI Change a link above for instructions for that form.) (Click on Click the Save button 4. (Figure 2). The View Notification screen displays (Figure 3) with the changed information. 3 View Notification screen with Figure new information. the Notification or Request Prepared by the SPO (AOR only) Submit a Access the Notifications and Requests 1. screen on the Prepared by SPO tab (Figure 1) (see Work on Notifications and Requests Prepared by the SPO ). circled Figure is 1 Notifications and Requests screen on the Prepared by SPO tab. The Submit link for a request. 2. In the Work in Progress section of the Notifications and Requests screen (Figure 1), click Submit in the row for to the request (or notification) you want to submit The NSF. Submit Request screen displays (Figure 2) with a message at the top for you to confirm that you want to submit the request (or notification) to NSF. (The Submit Notification screen displays notification.) if you are submitting a 437

438 FastLane Help 2 Request screen. Figure Submit Click the Submit to NSF button (Figure 2). The Submitted screen displays 3. with a message that the (Figure 3) request (or notification) has been submitted to NSF. Figure Submitted screen. 3 and Requests by SPO 4. Click Search Prepared List (Figure 3). The Notifications by screen on the Prepared displays SPO tab (Figure 1). Delete a Notification or Request Prepared by the SPO 1. (Figure Access the Notifications and Requests screen on the Prepared by SPO tab ). 1) (see Work on Notifications and Requests Prepared by the SPO/AOR 438

439 FastLane Help 1 Notifications and Requests screen on Figure Prepared by SPO tab. the 2. In Work in Progress section of the Notifications and Requests screen (Figure 1), click Delete in the row for the a the notification (or request) you want to delete. The Delete Notification screen displays (Figure 2) with message for you to confirm that you want to delete the notification. (The Delete Notification screen displays if you chose to delete a notification.) Delete Figure 2 Delete Notification screen. The circled. button is 2). 3. Click the Delete button (Figure The Deleted screen displays (Figure 3) with a message that the deleted. notification (or request) has been 439

440 FastLane Help SPO 3 Deleted screen. The Search Prepared Figure List link is circled. by Click Search Prepared by SPO List (Figure 3). The Notifications and Requests 4. screen on the Prepared by SPO tab (Figure 1). displays Forwarded Notifications and Requests Work by PI on Notifications and Requests Work Forwarded by the PI on Access Notifications Access the Notifications and Requests screen on the Forwarded by PI tab (Figure 1) and (see Requests as an SPO/AOR ). The screen displays with a listing of the notifications and requests that have been forwarded by PIs but have not been submitted to NSF. screen Figure 1 Notifications and Requests Forwarded on the by PI tab. On this tab you work on notifications and requests that have been forwarded by PIs. You have these options: notifications • Search for and requests request • View the notification or 440

441 FastLane Help • or modify the request Modify the notification Submit the notification or request • Return the notification or request to the PI • Delete notification or request • the on link above for instructions for that option.) (Click a on a link below for the instructions for modifying that notification or request Click form: For notifications, select from: Annual and Final Cost Sharing Notification by Recipient • requests , select from: For Subawarding, Transferring or Contracting Out Part of • Award an • PI Transfer - PI Add/Change PI/Co PI • Change by Notification or Request Forwarded View the PI a (see Notifications 1. Access the Access Notifications and Requests screen on the Forwarded by PI tab (Figure 1) and an SPO/AOR ). The screen displays with as a listing of the notifications requests that have and Requests been forwarded by PIs but have not been submitted to NSF. Figure 1 Notifications and Requests screen on the Forwarded by PI tab. in 2. In the Work the Progress section of the Notifications and Requests screen (Figure 1), click request (or View Type link on the row for the notification) you want to view. The Notification/Request Request screen displays (Figure 2) with the text of the request. (The View Notification screen displays if you notification.) are viewing a 441

442 FastLane Help 2 with the text of View Request screen the request displayed. Figure for Notifications and Requests Forwarded by the Search PI Access the Notifications and Requests screen on the Forwarded by PI tab (Figure 1) (see Access Notifications 1. as and Requests an SPO/AOR ). The screen displays with a listing of the notifications and requests that have been forwarded by PIs but have not been submitted to NSF. 1 Notifications and Requests screen Figure on the Forwarded by PI tab. search (Figure 2), 2. In the Search for Notifications/Requests section of the Notifications and Requests screen for that you want to work on by the requests any of these categories: Award number • Select the award number from the Award # drop - down list. • PI name Select the PI’s last name from the PI Last Name drop - down list. PI • department division or PI Division/Dept. box, type the PI’s the division or department. In • Date range box, – In the From type the start date for the search (in mm/dd/yyyy format). – In the To box, type the end date for the search (in mm/dd/yyyy format). 442

443 FastLane Help by 2 and Requests screen on the Forwarded Notifications PI tab. The Search for Figure section and the Search button are circled. Notifications/Requests the Search button (Figure 2). The results of your search Click in the Work in Progress section of the 3. display Notifications and Requests screen on the Forwarded by PI tab (Figure 3). 3 Notifications and Requests screen on the Forwarded by PI tab. The Work in Progress section Figure is circled. Find the notification or request 4. you want to work on. You have these options: • request View the notification or • or modify the request Modify the notification the notification or • request (AOR only) Submit • Delete the notification or request to • or request Return the notification the PI on a link above for instructions for that option.) (Click Forwarded by Submit to NSF a Notification or Request PI the on the Access the Notifications and Requests screen 1. Forwarded by PI tab (Figure 1) (see Access Notifications SPO/AOR and Requests as an ). The screen displays with a NSF. listing of the notifications and requests that have been forwarded by PIs but have not been submitted to 443

444 FastLane Help 1 Notifications and Requests screen Figure the Forwarded by PI tab. on In the Work in Progress section of the Notifications and 2. screen (Figure 1), click Submit in the row for Requests the request (or notification) you want to submit to NSF. Submit Request screen displays (Figure 2) with a The NSF. (The Submit message for you to confirm that you want to submit the request (or notification) to Notification screen displays if you are submitting a notification.) to Figure 2 Submit Request screen with a message for you to confirm that you want request to submit the NSF. (Figure 2). 3. Click the Submit to NSF button screen The Submitted displays (Figure 3) with a message that the NSF. request (or notification) has been submitted to 444

445 FastLane Help Submitted screen. 3 Figure Click Search Forwarded 4. PI List (Figure 3). The Notifications and Requests by displays on the Forwarded by PI tab. screen Return Notification or Request to the PI a Access the Notifications 1. and Requests screen on the Forwarded by PI tab (Figure 1) (see Access Notifications that have and Requests as an SPO/AOR ). The screen displays with a requests listing of the notifications and been forwarded by PIs but have not been submitted to NSF. Figure 1 Notifications and Requests screen on the Forwarded by PI tab. The Notification/Request circled for Type link is a request. the 2. In the Work in Progress section (Figure 1), click the Notification/Request Type link on the row for 445

446 FastLane Help displays notification) you want to return. The View Request screen request (or (Figure 2) with the request you want to return to the PI. (The View Notification screen displays if you are returning a notification.) 2 View Request screen. The Return Figure PI button is circled. to 3. the Return to PI button (Figure 2). The Return Request screen displays (Figure 3). (The Return Click notification). Notification screen displays if you are returning a Figure 3 Return Request screen. The Return to PI button is circled. 4. In the Reasons for Returning to PI box (Figure 3), type or copy and paste the reasons you are returning request the request (or notification) to the PI. Once you return the no (or notification) to the PI, it is to longer available for you work on. the 5. Click Return to PI button (Figure 3). The Returned screen displays (Figure 4) with a message that the PI. request (or notification) has been returned to the 446

447 FastLane Help PI List link 4 screen. The Search Forwarded by Returned is circled. Figure Click Search Forwarded by 6. (Figure 4). The Notifications and Requests PI List on the Forwarded by displays tab (Figure 1). screen PI a Notification or Request Delete by the PI Forwarded by the Notifications and Requests screen on the Forwarded PI tab (Figure 1) (see Access Notifications 1. Access and Requests as an SPO/AOR ). The screen displays with a listing of the notifications and requests that have NSF. been forwarded by PIs but have not been submitted to Figure 1 Notifications and Requests screen on the Forwarded by PI tab. The Delete link is circled for a request. Delete 2. In the Work in Progress section of the Notifications and Requests screen (Figure 1), click the row for in the request (or notification) you want to delete. The Delete Request screen displays (Figure 2) with a message you for to confirm that you want to delete the request. (The Delete Notification screen displays if you are notification.) deleting a 447

448 FastLane Help Figure 2 Delete Request screen with a message for you to confirm that you want to delete the request. the Click the Delete button (Figure 2). 3. The Deleted screen displays (Figure 3) with a message that deleted. request (or notification) has been Figure 3 Deleted screen. Click 4. Search Forwarded by PI List (Figure 3). The Notifications and Requests by PI screen displays on the Forwarded tab. Check the Status of Submitted Notifications and Requests 1. Access the Notifications and Requests screen on the Forwarded by PI tab (Figure 1) (see Access Notifications ). and Requests as an SPO/AOR 448

449 FastLane Help 1 Notifications and Requests screen on the Forwarded Figure PI tab. The Submitted to NSF tab is by circled. On the Notifications and Requests screen on the Forwarded by PI 2. (Figure 1), click the Submitted to NSF tab tab. The and Requests screen displays on the Submitted to NSF Notifications tab (Figure 2). You can search for notifications and requests by any of these criteria: • Award number Division/Dept. • PI Last name and/or PI Date last modified • this can also: screen, you On • View a submitted notification or request on • View the award amendment to an approved notification or request (Click link a instructions for that option.) above for Notifications Figure 2 the and Requests screen on Submitted to NSF tab. Search by Award Number for Submitted Notifications and Requests 449

450 FastLane Help the Award # box of the Notifications and Requests screen on the Submitted to 1. NSF In tab (Figure 3), type the award number for the award whose notifications requests you want to find. and Figure 3 Notifications and Requests screen on the Submitted to NSF tab. The Award # box and the Search button are circled. 2. Click the Search button (Figure The Notifications and Requests screen displays on the Submitted to NSF 3). NSF tab (Figure 4). The submitted notifications and requests for that award are listed in the Submitted to section with their status. Figure 4 Notifications and Requests screen on the Submitted to NSF tab. The Status column is circled. Search by the and/or PI Division/Dept. PI to On the Notifications and Requests screen on the Submitted submitted NSF tab (Figure 5), you can search for requests by either one or both and of the following criteria: notifications • PI Last Name • PI Division/Dept. last name of 1. In the PI Last Name box (Figure 5), type the the PI whose submitted requests and check. notifications you want to 450

451 FastLane Help The 5 Notifications and Requests screen on the Submitted to NSF Figure section for PI Last Name tab. PI Division/Dept. are circled. and In the PI Division/Dept. box (Figure 5), type the name of the PI’s division or 2. department. 3. Click the Search button (Figure 5). The Notifications and Requests screen displays on Submitted to NSF tab the (Figure 6) with the submitted notifications and requests that meet your search criteria. tab. Figure 6 Notifications and Requests screen on the Submitted to NSF circled. The Status column is by the Date the Notification Search or Request Was Last Modified box, type 1. On the Notifications and Requests screen on the Submitted to NSF tab (Figure 7), in the From the start the date range you want to search date for for. Figure 7 Notifications and Requests screen on the Submitted to NSF tab. The section for a search by circled. the date last modified is 451

452 FastLane Help 2. the To box (Figure 7), type the end date for the date range you want to search for. In Click the button (Figure 7). The Notifications and Requests screen displays on the Submitted to NSF 3. Search and requests in that tab (Figure 8). The notifications range are listed in the Submitted to NSF section. date 8 Notifications and Requests screen on the Submitted to NSF tab. The Figure Status column is circled. a Submitted View Request Notification or the 1. On the Notifications and Requests screen on the Submitted to NSF tab (Figure 9), click Type link on the row of the notification or Notification/Request request you want to view. The View of the submitted notification Notification (or View Request ) screen displays (Figure 10) with the contents or request. and Figure 9 Notifications on Requests screen the Submitted to NSF tab. The Notification/Request notification. Type link is circled for a 452

453 FastLane Help screen. 10 Notification View Figure Click the Cancel button to return to the 2. Notifications and Requests screen on the tab (Figure 9). Submitted to NSF the Award Amendment for an Approved Notification or View Request as an SPO/AOR Access 1. Notifications and Requests screen on the Submitted to NSF tab and search for notifications and the requests as you require (see Check the Status of Submitted and Requests ). The Notifications and Notifications Requests screen displays (Figure 1) for. with the notifications and requests you searched Figure 1 Notifications and Requests screen on the Submitted to NSF tab. The Amd (Amendment) number is circled for an approved request. has the status of “Approved 2. Find a notification or request that 1). by Grants Official” (Figure column the approved notification Click the number in the Amd 3. on the row for or request (Figure 1). The the amendment. National Science Foundation screen displays (Figure 2) with the text of 453

454 FastLane Help 2 Science Foundation screen. The Return to Search National Results link is circled. Figure Click Return to Search Results (Figure 2). The Notifications and Requests 4. displays on the Submitted screen tab (Figure 1). to NSF Notifications Notifications the contents of the Notifications book. Print following prepare the can types of notifications: You Annual Cost Share Notification • Recipient (SPO/AOR only) by you have initiated a notification, you have these options for working: After Modify notification a • Forward a notification to the SPO • Submit a • to NSF (AOR only) notification • Delete a notification Is the Annual and Final What Cost Share Notification by Recipient? Only submit. an SPO/AOR may prepare a Cost Sharing Notification and only an AOR may an award involves cost sharing, the amount of cost sharing is reflected on line M of the approved budget. If the guidance in of these 2 CFR 200.306, the commitment Consistent with funds is legally binding and is subject to audit. The notification must contain: • The start and end dates of the reporting period • period The amount of cost sharing for the current reporting the The cumulative amount of cost sharing reported to date, including the amount of cost sharing for • reporting period The • cost sharing notification type (annual or final) • An explanation for the cost sharing Recipient Prepare an Annual or Final Cost Share Notification by 454

455 FastLane Help 1. the Prepare a New Notification or Request screen (Figure 1) (see Prepare a New Notification or Access as an SPO/AOR Request ). 1 Prepare a New Notification Figure Request screen. Select the radio button for Cost Sharing and or the Prepare button. then 2. On the Prepare a New Notification or Request screen (Figure 1), click the radio button for Cost Sharing. 3. Click the Prepare button (Figure 1). The Notification for Award Cost Sharing screen displays (Figure 2). 2 Sharing. Figure Notification for Cost In the Start Date box (Figure 2), type the start date for the reporting period (in mm/dd/yyyy 4. format). 5. In the End Date box (Figure 2), type the end date for the reporting period (in mm/dd/yyyy format). 6. In the Cost Sharing Amount for the Reporting Period box (Figure 2), type the amount of cost sharing (no for this reporting period dollar sign, no commas). cost 7. In the Cumulative Cost Sharing Amount Reported to Date (Figure 2), type the cumulative amount of 455

456 FastLane Help the award, including for this reporting period (no dollar sign, no commas). sharing for 8. Cost Sharing Notification Type (Figure 2), click the radio button for either of the following: For – Annual Cost Sharing Notification – Cost Sharing Notification Final 9. Explanation box (Figure 2), type In an explanation for the. the 10. Click the Save button (Figure 2). The View Notification for Cost Sharing screen displays (Figure 3). You have these options: Modify the notification • NSF • the notification to Submit (AOR only) • Delete the notification Figure 3 View Notification for Cost Sharing. the • If you are a PI, see View a Notification Prepared by . PI by If you are an SPO, see View a Notification Prepared • the SPO or View a Notification Forwarded by the PI . Figure 1 View Notification screen. The Modify button is circled. 456

457 FastLane Help 2. as you require (see the instructions for the type of notification you are working Modify the notification on). 3. the Save button . The View Notification screen displays the changed information. Click a PI Co - PI can forward or a notification to the SPO. Only On the View Notification screen, click the Forward to 4. SPO button. The Forward Notification screen displays . At the top of the screen is a message for you to confirm that you want to forward the notification to the SPO. screen the Forward to SPO button . The Forwarded 5. displays the message that the notification has been Click sent to the SPO. 6. Click Search Prepared by PI List . The Notifications and Requests screen displays on the tab. Prepared by PI Submit a Notification to NSF (AOR only) AOR may submit to NSF all notification types. An Access following: the View Notification screen. See one of the 1. the • Instructions for type of notification you are working on • If you are a PI, View a Notification Prepared by the PI . View • If you are an SPO/AOR, View a Notification Prepared by the SPO or Notification a Forwarded by the PI . Figure 1 View Notification screen. Click on t he Submit to NSF button 2. On the View Notification screen (Figure 1), click Submit to NSF the button. The Submit Notification screen a displays (Figure 2). At the top of the screen is message for you to confirm that you want to submit the NSF. notification to 457

458 FastLane Help 2 Submit Notification screen with a message for you Figure confirm that you want to submit the to to NSF. notification Click 3. Submit to NSF button (Figure 2). The Submitted screen displays (Figure 3) with the message that the the notification has been submitted to NSF. Figure Submitted screen. 3 by SPO 4. Click Search Prepared on the List (Figure 3). The Notifications and Requests screen displays Prepared Prepared SPO tab. (If you are a PI, the Search by by PI List link displays on the Submitted screen. When you click on the link, the Notifications and Requests screen displays on the Prepared by PI tab.) Delete a Notification the following: 1. Access the View Notifications Screen. S e e one of 458

459 FastLane Help • for the type of notification you are working on Instructions If are a PI, see View a Notification you Prepared by the PI . • If you are an • SPO, see View a Notification Prepared by the SPO or View a Notification Forwarded by the PI . On the View Notification screen (Figure 1), click the Delete button (Figure 1). 2. The Delete Notification screen displays (Figure 2). At the top of the screen is a message for you to confirm that you want to delete the notification. Click the Delete button . The Deleted screen displays the message that the notification has been deleted. 3. 4. Click the Search Prepared by SPO List The Notifications and Requests screen displays on the (Figure 3). Prepared by SPO tab. (If you are a PI, the Search Prepared by PI List link displays on the screen. Deleted When you click link, the Notifications and Requests screen displays on the Prepared by PI tab.) the or Contracting Out a Subawarding, Transferring an NSF Award Part of Request What Is the Subawarding, Transferring or Contracting Out a Part of an NSF Award Request? Consistent with the Proposal & Award Policies & Procedures Guide (PAPPG) Chapter VII.B.3, if you are contracting out part of a project or transferring t he project effort to another organization, you must submit a Subawarding, Transferring or Contracting Out a Part of an NSF Award Request for any subaward under an NSF grant. You must have NSF authorization before any subaward is contracted. The Subawarding, Transferring or Contracting Out a Part of an NSF Award Request must contain: • A clear description of the work to be performed • The basis for selection of the subreicipent organization (except for collaborative or joint arrangements) • A separate b udget and budget justification for each subaward NSF indicates authorization by an amendment to the grant that the NSF Grants Officer signs. As outlined in the Proposal & Award Policies & Procedures Guide (PAPPG ChapterVII.B.3, NSF grant conditions identif y which articles flow down to subrecipients. organization The subaward of can access the budget through a Co - PI at the subaward organization or circulation as a spreadsheet. the budget an Subawarding, Transferring or Contracting Out a Part of an NSF Award Prepare Request 1. Access the Prepare a New Notification or Request screen (Figure 1) (see Prepare a New Notification or ). Request as a PI or Prepare a New Notification or Request as an SPO/AOR 459

460 FastLane Help 1 Prepare a Figure Notification or Request screen. New 2. On the Prepare a New Notification or Request screen (Figure 1), click the radio button for Subawarding, an NSF Award. Transferring or Contracting Out a Part of Request for Part Click the Prepare button (Figure 1). The Subawarding, Transferring or Contracting Out a 3. of an NSF Award screen displays (Figure 2) with the number and title of the award. It also shows if there are any pending Subawarding, Transferring or Contracting Out a Part of an NSF Award Request for that award. 2 Request for Subawarding, Transferring or Contracting a Part Figure of an NSF Award screen. The Out Create New Subaward Request button is circled. 4. Click the Create New Subaward Request button (Figure 2). The Subawarding, Transferring or Award Contracting Out a Part of an NSF the following Form Preparation screen displays (Figure 3) with forms: Description of Work • be Performed (required) to • Budgets (Including Justification) (required) PI) • Add/Delete Senior Personnel (other than PI/Co - Selections • Justification for Subrecipient (required) • Supplementary Documents form.) (Click on a link for the instructions for that 460

461 FastLane Help an 3 or Contracting Out a Part of Subawarding, Transferring NSF Award Form Preparation screen. Figure Subawarding, Transferring The Contracting Out a Part of an NSF Award Reques t Form Preparation screen or 3) also gives you these options: (Figure Forward a subaward request to the SPO (for PI only) • • a subaward request (for both PI and SPO) Delete (for a subaward request AOR only) • Submit on a link above for instructions for that option.) (Click To a Subawarding, Transferring or Contracting Out a Part of modify an NSF Award Request , on the Subawarding, Go Transferring button or Contracting Out a Part of an NSF Award Form Preparation screen (Figure 3), click the for modify the form as any form and you require. Forward a Subawarding, Transferring or Contracting Out a Part of an NSF Award Request to the SPO of Only a PI can forward a Subawarding, Transferring or Contracting Out a Part the an NSF Award Request to SPO. 1. Access the Subawarding, Transferring or Contracting Preparation Out a Part of an NSF Award Form screen ). (Figure 1) (see Prepare an Subawarding, Transferring or Contracting Out a Part of an NSF Award Request 461

462 FastLane Help Preparation 1 Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Figure screen. to SPO button Forward is circled. The On the Subawarding, Transferring or Contracting Out a Part of 2. an NSF Award Form Preparation screen (Figure 1), click the Forward to SPO button. The Subaward Request Was Forwarded screen displays (Figure 2) FastLane has with forwarded the request to the SPO. the message that 2 Subaward Request Was Figure Forwarded screen. Part 3. Click the Go Back button (Figure 2). The Request for of Subawarding, Transferring or Contracting Out a an Award screen displays. NSF Submit a Subawarding, Transferring or Contracting Out a Part of an NSF Award Request (AOR only) an Only the AOR may submit a Subawarding, Transferring or Contracting Out a Part of NSF. NSF Award Request to Out 1. Access the Subawarding, Transferring or Contracting a Part of an NSF Award Form Preparation screen ). (Figure 1) (see Prepare an Subawarding, Transferring or Contracting Out a Part of an NSF Award Request 462

463 FastLane Help Subawarding, Transferring or Contracting Out a Part of an NSF Award Form 1 Preparation screen. Figure and Submit button Sign circled. The is On the 2. or Contracting Out a Part of an NSF Award Form Preparation screen Subawarding, Transferring (Figure 1), click the Sign and Submit button. Subaward Request was Submitted and Signed screen The displays and signed. (Figure 2) with the message that the Subaward Request was submitted Figure 2 Subaward Request was Submitted and Signed screen. Contracting 3. Click the Go Back button (Figure 2). The Request for Subawarding, Transferring or of Out a Part an NSF Award screen displays. Delete an Subawarding, Award Transferring or Contracting Out a Part of an NSF Request 463

464 FastLane Help 1. the Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation screen Access Part 1) (see Prepare an Subawarding, Transferring or Contracting Out a of an NSF Award Request ). (Figure 1 Subawarding, Transferring or Contracting Out a Part Figure of an NSF Award Form Preparation screen. The Delete This Request button is circled. Form On the Subawarding, Transferring or Contracting Out 2. Part of an NSF Award Preparation screen a (Figure 1), click the Delete This Request button. The deleted the the ubaward Request Was Deleted screen displays (Figure 2) with message that FastLane has request. 2 Figure Deleted screen. Subaward Request Was 3. Click the Go Back button (Figure 2). The Request for Subawarding, Transferring or Contracting Out a Part of an NSF Award screen displays. Contracting Forms for Subawarding, Transferring or an Out a Part of NSF Award Request a Transferring or Contracting Forms for Subawarding, Part of an NSF Out Award The Transferring or Contracting Out a Part of an NSF Award has the following forms for completion: Subawarding, (required) • Description of Work to be Performed 464

465 FastLane Help Budgets (Including Justification) (required) • Add/Delete Senior Personnel • Justification for Recipient • Selection (required) Supplementary • Documents a Transferring or Contracting Forms for Subawarding, Part of an NSF Out Award The Subawarding, Transferring or Contracting Out a Part of an NSF Award has the following forms for completion: • of Work to be Performed (required) Description Justification) • (required) Budgets (Including • Add/Delete Senior Personnel Justification • Selection (required) for Recipient • Supplementary Documents of Work to be Performed for Subawarding, Transferring or Description Contracting of an Out a Part NSF Award Acceptable Formats 1. Prepare a word - processing document with the Description of Work to be Performed. See for for the many formats FastLane FastLane accepts for uploading. 2. Access the Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation screen Contracting Out (Figure 1) (see Prepare an Subawarding, Transferring or a Part of an NSF Award Request ). an NSF Award Figure 1 Subawarding, Transferring or Contracting Out a Part of Go The Preparation screen. button for Description of Work to be Performed is circled. NSF Award 3. On the Subawarding, Transferring or Contracting Out a Part of an Form Preparation screen to (Figure 1), click the Go button for Description of Work be Performed. The Description of Work to be Performed File Upload screen displays (Figure 2). 465

466 FastLane Help 2 Description of Work to Be Performed File Upload screen. Figure See Upload a File for instructions 4. the description. When you have accepted the upload, the on how to upload Description of Work To Be Performed File Upload screen (Figure 3) displays with these options: • Display Current Description of Work to Be Performed • of Work to Be Performed Delete Current Description to a • of Work Upload Be Performed New Description 3 Description of Work to Be Performed File Upload screen with options for viewing or deleting the Figure Performed. be Description of Work to Current Description of Work to Be Performed Display the Display Be Current Description of Work to Click Performed button (Figure 3). The file will display in PDF format. See Adobe Reader for FastLane , if you need to download Adobe Reader. Be Delete Current Description of Work to Performed Click the Delete Current Description of Work to 1. Be Performed button (Figure 3). A screen displays with a confirm that you want message for you to to delete the file. button. 2. Click the OK The document is deleted. Performed Upload a New Description of Work to Be 466

467 FastLane Help Follow directions in Upload a File . Uploading a new Description of Work to Be Performed automatically the the file that was previously uploaded. replaces Justification) for Subawarding, Transferring Budgets Contracting Out (Including or of an Part Award a NSF 1. the Subawarding, Transferring or Contracting Out a Part of an NSF Award Request Form Preparation Access a 1) (see screen a Subawarding, Transferring or Contracting Out (Figure Part of an NSF Award Prepare Request ). Preparation Out screen. Figure 1 Subawarding, Transferring or Contracting a Part of an NSF Award Form The button for Budgets (Including Justification) is circled. Go the Subawarding, Transferring or Contracting Out 2. a Part of an NSF Award Request Preparation On screen (Figure 1), click the Go button for Budgets (Including Justification). The Project Budget screen (Figure 2). displays Figure 2 screen. Project Budget See Budgets (Including Justification) the Create a Budget, Step 2 for instructions on how complete a budget for and a recipient organization. NOTE: When adding a subaward to an award, the Budget Justification must be added as 467

468 FastLane Help separate PDF file. Out Personnel for Subawarding, Transferring or Add/Delete a Senior Contracting of an NSF Award Part Access the Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation 1. screen (Figure 1) (see Prepare an Subawarding, Transferring or Contracting Out a Part of an NSF Award Request ). 1 Subawarding, Transferring or Contracting Out a Figure of an NSF Award Form Preparation screen. Part circled. The Go button for Add/Delete Senior Personnel is Part On the Subawarding, Transferring or Contracting Out a 2. of an NSF Award Form Preparation screen Co (Figure 1), click the Go button for Add/Delete Senior Personnel. The Add/Delete Non - - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays (Figure 2). Figure 2 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. 468

469 FastLane Help See Add/Delete Senior Personnel for instructions on adding or deleting Non - Co - PI Senior Personnel. 3. Justification Selection for Subawarding, Transferring or Subawardee for NSF Out a Part of an Award Contracting Prepare a word - processing document with the justification. See 1. for FastLane for the Acceptable Formats many formats FastLane accepts for uploading. screen the Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation 2. Access (see Prepare an Subawarding, Transferring or Contracting Out a (Figure Part of an NSF Award Request ). 1) screen. The Figure 1 Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation Go for Justification for button Subrecipient Selection is circled. 3. On the Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation screen Go (Figure 1), click the Justification button for Justification for Subrecipient Selection. The for Subrecipient Selection Upload screen displays File (Figure 2). Figure 2 Justification for Subrecipient Selection File Upload screen. the upload, the 4. Follow the directions in Upload a File to upload the Justification. When you have accepted 469

470 FastLane Help Justification Subrecipient Selection File Upload screen (Figure 3) displays with these options: for Current Justification for Subrecipient • Selection Display Delete Current Justification for Subrecipient Selection • Subrecipient Upload a New Justification for Selection • 3 Justification for Subrecipient Selection File Upload screen with Figure viewing or deleting the options justification. Subrecipient Justification for Selection Display Current the Display Current Justification for Subrecipient Selection button (Figure 3). The file displays in PDF Click . format. need to download Adobe Reader, see Adobe Reader for FastLane If you Justification Delete Current Subrecipient Selection for asking 1. Click the Delete Current Justification for Subrecipient Selection button (Figure 3). A screen displays delete you want to confirm that you the file. to Click the OK button. 2. for a New Justification Upload Selection Subrecipient See Upload a File for instructions on uploading a file. Uploading a new Justification for Subrecipient Selection automatically replaces the file that was previously uploaded. Documents for Subawarding, Transferring or Contracting Supplementary Out a Part of an NSF Award 1. Access the Subawarding, Transferring or Contracting Out a Part of an NSF Award Form Preparation screen ). (Figure 1) (see Prepare an Subawarding, Transferring or Contracting Out a Part of an NSF Award Request 470

471 FastLane Help 1 Subawarding, Transferring or Contracting Out a Figure of an NSF Award Form Preparation screen. Part The Go button for Other Supplementary Docs is circled. On the Subawarding, Transferring or Contracting Out 2. Part of an NSF Award form Preparation screen a Supplementary Documents File (Figure 1), click the Go button for Other Supplementary Documents. The Upload screen displays (Figure 2). See Upload a File for directions. Figure 2 Supplementary Documents File Upload screen. been If a Supplementary Document has already Supplementary uploaded , when you click the Go button for the on the Form Preparation screen, Document in Figure Supplementary Document File Upload screen displays as 3. 471

472 FastLane Help 3 Document File Upload screen after a file has Supplementary been uploaded. Figure screen gives you these options: This Display Current Supplementary Docs • Supplementary Docs • Delete Current Upload a Supplementary Document • Uploading a new Supplementary Document will not result in deleting a previously Note: uploaded file. Current Supplementary Docs Display screen the Supplementary 1. Upload On (Figure 3), highlight the Supplementary Document File to view in the list. Document you want 2. Click the Display Current Supplementary Docs button (Figure 3). The file displays in PDF format. If you need . FastLane to download Adobe Reader, see Adobe Reader for Current Supplementary Docs Delete On the Supplementary Upload Document File 1. screen (Figure 3), highlight the Supplementary Document you want to delete in the list. confirm 2. Click the Delete Current Supplementary Docs button (Figure 3). A screen displays asking you to file. that you want to delete the 3. Click the OK button. The Form Preparation screen displays. Supplementary a Upload Document Follow the directions in Upload a File . Uploading a new file will not replace any previously uploaded files. Request? What Is the NSF - Approved No - Cost Extension 472

473 FastLane Help the Chapter V I.D.3.c , if you require Consistent with Proposal & Award Policies & Procedures Guide (PAPPG) by the Grantee time for a project beyond the extension provided - Approved No - Cost Extension and if additional circumstances warrant, you must submit exceptional an NSF - Approved No - Cost Extension Request. at the NSF - Approved No - Cost Extension Request to NSF You must submit least 45 days before the grant’s expiration date. The request must contain: • revised expiration date The for funds remaining the grant • The The justification for • the extension • A plan for the unobligated funds using NSF issues the extension in the form of an amendment to the grant. Prepare an NSF - Approved No Cost Extension Request - 1. Access the Prepare a New Notification or Request screen (Figure 1) (see Prepare a New Notification or SPO ). Request as a PI or Prepare a New Notification or Request as an 1 Prepare a New Notification or Request screen. The radio button for Figure NSF - Approved No - Cost Extension and the Prepare are circled. button 2. On the Prepare a New Notification or Request screen (Figure 1), click the radio button for NSF - Approved No - Cost Extension. 3. Click the Prepare button (Figure 1). The Modify Request for NSF - Approved No - Cost Extension screen displays (Figure 2). 4. no If Grantee Approved No - Cost Extension (GANCE) has been submitted and you are eligible to submit a GANCE all of the requirements to submit a GANCE have been met, then you will be automatically and redirected to the GANCE preparation screen. Eligibility for a GANCE can be found in the requirements PAPPG Chapter V I.D.3. requirements 5. If a Grantee Approved No - Cost Extension (GANCE) has been submitted or if all of the to submit GANCE have not been met, then the Modify Request a for NSF - Approved No - Cost Extension (Figure 2). screen displays 473

474 FastLane Help Modify Request for NSF - Approved No - Cost Extension screen. The Save button is circled. 2 Figure 6. the Revised End Date box (Figure 2), type the newly projected expiration date for the grant (in mm/yyyy In format). 7. the Remaining Funds box (Figure 2), type the amount of funds remaining in the grant (no dollar sign, In no commas). In the Justification box (Figure 2), type or 8. copy and paste the justification for the extension of the grant. for 9. In the Plan for Use of Unobligated Funds box (Figure 2), type or copy and paste your organization’s plan expending the funds for the project up to the revised expiration date. 10. In the Explanation for Late Request box (Figure 2) type or copy and paste your explanation. Click the Save - Approved button (Figure 2). The View Request for NSF 3). You No - Cost Extension screen displays (Figure these options: have • Modify the request Forward the request to the the request to SPO or Submit • NSF • Delete the request that option.) (Click on a link above for instructions for 474

475 FastLane Help Figure View Request for NSF - Approved No - Cost Extension screen. 3 or - PI/co - PD Transfer Request What Is PI/PD co Request? PI Transfer the the Proposal & Award Policies & Procedures Consistent (PAPPG) Chapter VII.B.2.f , if a PI plans to leave an with Guide during the course of a grant, you must submit to NSF a PI Transfer Request. organization the PI to transfer the grant to a new organization, if both the new and the original research NSF permits agree and meets the new organization the eligibility requirements of the grant. Questions about the organization Officer requirements can be directed to the cognizant Program or the Grants Official. Therefore, the eligibility of a PI Transfer Request involves both successful submission new and the original organizations. the PI and/or the SPO of the original organization prepares the request, but the AOR of the original organization The not submit to the PI Transfer Request directly NSF. Instead: does The AOR of the original organization with the transfer by forwarding the PI • indicates agreement to the SPO Request of the new organization. Transfer The AOR of the new organization • then indicates agreement with the PI Transfer Request, by submitting the request to NSF. roles and responsibilities for the PI Transfer Request main break down like this: The The PI may: • Prepare a PI • Transfer Request • Forward the PI Transfer Request to the SPO of the original organization • Edit the organization’s budget in collaboration the new SPO with may: • The SPO/AOR of the original organization • PI Transfer Request Prepare a Edit • PI Transfer Request a to a Return Transfer Request the PI • PI Submit a PI Transfer • Request to the SPO of the new organization (AOR only) SPO/AOR of the The new organization may: • Edit the request as needed and edit the budget in collaboration with the PI • Transfer the PI • Request to the SPO of the original organization Return the request to NSF (AOR only) • Submit PI Transfer Request must contain the following: Each Request • Grant Transfer form that includes the total estimated disbursements to date and any anticipated A yet to be costs incurred against the original grant Progress Summary • A brief description of the progress to date on the project in the original organization Description • of Work to be Accomplished A description of the work that will be carried out on the project in the new organization • Budget (Including Justification) budget showing the allocation of the remaining award funds for use A the new organization and a in justification of how the funds will be expended These forms are completed through the PI Transfer Request application. To begin working on PI Transfer Request: a you are a • see Prepare a If PI Transfer Request as a PI . PI, • If you are the original SPO , see Prepare a PI Transfer Request as an SPO/AOR or Work on a PI Request Forwarded by the PI . . Original AOR • If you are the new SPO , see Work on a PI Transfer Forwarded by the 475

476 FastLane Help Is the PI Transfer Request? What an the Proposal & Award Policies & Procedures Guide (PAPPG) ChapterVII.B.2.f , if a PI Consistent plans to leave with the course of a grant, you must during to NSF a PI Transfer Request. organization submit permits the PI to transfer the grant to NSF new organization, if both the new and the original research a organization agree and the new organization meets the eligibility requirements of the grant. Questions about can be directed to the the eligibility cognizant Program Officer or the Grants Official. Therefore, requirements the successful submission of a PI Transfer Request involves both the new and the original organizations. The PI and/or the SPO of the original organization prepares the request, but the AOR of the original organization does the PI Transfer Request directly to NSF. Instead: not submit AOR of the original organization indicates agreement with the transfer by forwarding the PI • The Request to the SPO of Transfer the new organization. • The AOR of the new organization then indicates agreement with the PI Transfer Request, by submitting the request to NSF. The roles and responsibilities for the PI Transfer Request break down main like this: • The PI may: • Prepare a PI Transfer Request • Forward the PI Transfer Request to the SPO of the original organization SPO • Edit the organization’s budget in collaboration with the new of • The SPO/AOR the original organization may: Request • Prepare a PI Transfer • a PI Transfer Request Edit Request PI Transfer a to the PI • Return Submit a PI Transfer Request to the SPO of the new organization (AOR only) • • SPO/AOR of the new organization may: The • the request as needed and edit Edit the budget in collaboration with the PI • Return the PI Transfer Request to the SPO of the original organization • the request to NSF (AOR only) Submit the Each Request must contain PI following: Transfer • Grant Transfer Request A form that includes the total estimated disbursements to date and any anticipated costs yet to be incurred against the original grant • Progress Summary A brief description of the progress to date on the project in the original organization • Description of Work to be Accomplished A description of the work that will be carried out on the project in the new organization • Budget (Including Justification) budget showing the allocation of the remaining award funds for use in the new organization and A a justification of how the funds will be expended Request through These forms PI Transfer are completed application. To begin working the on a PI Transfer Request: • you are a PI, see Prepare a If PI Transfer Request as a PI . • If you are the original SPO , see Prepare a PI Transfer Request as an SPO/AOR or Work on a PI Request Forwarded by the PI . • If you are the new SPO , see Work on a PI Transfer Forwarded by the Original AOR . Functions PI 476

477 FastLane Help PI Transfer Prepare a as a PI Request 1. Access the Prepare a New Notification or Request screen (Figure 1) (see Prepare a New Notification or Request as a PI ). Request screen. Figure 1 Prepare a New Notification or Transfer 2. On the Prepare a New Notification or Request screen (Figure 1), click the radio button for PI in the Grantee Request Types list. (Figure 2). 3. Click the Prepare button (Figure 1). The Grant Transfer Request screen displays 477

478 FastLane Help 2 Grant Figure Request screen. Transfer the 4. In the Request Details section of New Awardee Grant Transfer Request screen (Figure 3), click the Select to. The Organization button to enter the the grant name of the organization that you are transferring 478

479 FastLane Help screen displays (Figure Institution Search for you to search for the name of 4) awardee organization in the list of NSF registered organizations. the new Figure 3 Request Details section of the Grant Transfer Request screen. The Select New Awardee Organization is circled. button 4 Institution Figure Search screen. 5. Type in the box the string (at least three characters) to search for (Figure 4). 6. Select the search type option (Figure 4): text entered. • Begins with returns all organizations whose name begins with the • with returns all organizations whose Ends name ends with the text entered. • Contains returns all organizations whose name contains the text entered. The 7. Click the Locate button (Figure 4). Institutions Located screen displays (Figure 5). Located screen. Figure 5 Institutions circled. The Select button is of Highlight the name the new awardee organizations (Figure 5). 8. button Click the Select (Figure 5). The Grant Transfer 9. Request screen displays (Figure 6) with the name section. of the new awardee organization in the Request Details 479

480 FastLane Help the Figure 6 Request Details section of link Grant Transfer Request screen. The View Contact Information is circled. 480

481 FastLane Help Request Details section of the Grant In the Transfer Request screen (Figure 6), click View Contact 10. to see the contact information for the new awardee organization. The FastLane Information Contacts screen displays (Figure 7) with all the names, email addresses, phone numbers, and fax numbers of the FastLane Contacts for the new awardee organization. 7 FastLane Figure Contacts screen. 11. In the Primary Request Details section of the Grant Transfer Request screen (Figure 8), click the Add/Change Of Performance button to enter the Place name of the new Primary Place of Performance. The Add/Change displayed. Primary Place Of Performance screen (Figure 9) is Figure 8 Request Details section of the Grant Transfer Request screen. The Add/Change New is circled. Primary Place of Performance button 481

482 FastLane Help Place 9 Add/Change Primary Place of Performance screen. The Figure of Performance Save Primary is circled. button In the box (Figure 9), type the Organization Name in the box or 12. select Same as Awardee Organization, if this option is applicable (Figure 9). the full address of the Primary 13. Place of Performance: Enter • the Street Address Enter • Enter the City the • Select States State from the drop down list if the Country is United Zip Code • Enter the (9 digit) Select • the Country from the drop down list of 14. Click the Save Primary Place displays Performance button (Figure 9). The Grant Transfer Request screen (Figure 10) with the name of the new primary place of performance in the Request Details section. 482

483 FastLane Help the Figure 10 Request Details section New of the Grant Transfer Request screen with the names of 483

484 FastLane Help Place and the New Primary of Performance displayed. Awardee Organization In the Total Estimated 15. Disbursements and Unpaid Obligations at the Start Date Of Transfer box on the Grant Transfer Request screen (Figure 11), type the total estimate of disbursements and unpaid obligations for (no dollar sign, the grant no commas). Figure 11 Lower portion of the Grant Transfer Request screen. The Save and Continue button is circled. estimated 16. Click the Calculate button (Figure 11). FastLane calculates and displays the amount of the unobligated the award. This is the amount of funds that balance for will be transferred to the new awardee organization. Select any of the following 17. that apply: • Human subjects involvement • Vertebrate animals involvement • Lobbying activities (see " Disclosing Lobbying Activities ") Click 18. (Figure 12). On the Save and Continue button (Figure 11). The Click on a Link to Work screen displays this these options: screen, you have Update contact information • Edit transfer request forms • • Check for completeness • Forward the PI Transfer Request to the original SPO Transfer Request • Cancel (delete) the PI 484

485 FastLane Help 12 Click on a Figure to Work screen. Link Click Edit Transfer Request Forms to complete the forms required 19. for a PI Transfer. See Edit Transfer Request Forms Introduction for instructions. Prepare PI Transfer Request as a PI a 1. Access the Prepare a New Notification or Request screen (Figure 1) (see Prepare or a New Notification Request as a PI ). Figure 1 Prepare a New Notification or Request screen. screen 2. On the Prepare a New Notification or Request Transfer (Figure 1), click the radio button for PI in the Grantee Request Types list. Prepare (Figure 2). 3. Click the button (Figure 1). The Grant Transfer Request screen displays 485

486 FastLane Help 2 Grant Figure Transfer Request screen. New Awardee 4. In the Request Details section of the Grant Transfer Request screen (Figure 3), click the Select enter Organization button to the name of the organization 486

487 FastLane Help that you are transferring grant to. The Institution Search screen displays (Figure the for you to search for the name of the new awardee organization in the list of NSF registered organizations. 4) 3 Request Details section of Figure the Grant Transfer Request screen. The Select New Awardee Organization button is circled. 4 Institution Figure screen. Search Type in the box the string 5. (at least three characters) to search for (Figure 4). 6. Select the search type option (Figure 4): text entered. • Begins with returns all organizations whose name begins with the • with returns all organizations whose Ends name ends with the text entered. • Contains returns all organizations whose name contains the text entered. The 7. Click the Locate button (Figure 4). Institutions Located screen displays (Figure 5). Institutions Figure 5 circled. Located screen. The Select button is of Highlight the name 8. the new awardee organizations (Figure 5). 9. Click the Select The button (Figure 5). Grant Transfer Request screen displays (Figure 6) with the name of section. the new awardee organization in the Request Details 487

488 FastLane Help 488

489 FastLane Help Figure Request Details section of the Grant Transfer Request screen. Click on the t he View Contact 6 link Information In the Request Details section of the 10. Grant Transfer Request screen (Figure 6), click View Contact to Information the contact information for the new awardee organization. The FastLane Contacts screen see displays (Figure 7) with all the names, email addresses, phone numbers, and fax numbers the FastLane of Contacts for the new awardee organization. screen. Figure 7 FastLane Contacts Grant 11. In the Request Details section of the Transfer Request screen (Figure 8), click the Add/Change Primary Add/Change Place Of Performance button to enter the name of the new Primary Place of Performance. The (Figure 9) Primary Place Of Performance screen is displayed. 8 Figure section Request Details of the Grant Transfer Request screen. The Add/Change New circled. Primary Place of Performance button is 489

490 FastLane Help Place 9 Add/Change Primary Place of Performance screen. The Save Primary Figure of Performance is circled. button In the box (Figure 9), type the Organization Name in the box or 12. Same as Awardee select Organization, if this option is applicable (Figure 9). the full address of the Primary 13. Place of Performance: Enter • the Street Address Enter • Enter the City States the • Select State from the drop down list if the Country is United Zip Code • Enter the (9 digit) Select • the Country from the drop down list of 14. Click the Save Primary Place displays Performance button (Figure 9). The Grant Transfer Request screen (Figure 10) with the name of the new primary place of performance in the Request Details section. 490

491 FastLane Help 10 Request Details section of the Figure Request screen with the names of the New Grant Transfer displayed. Awardee Organization and the New Primary Place of Performance Obligations the 15. In the Total Estimated Disbursements and Unpaid on at the Start Date Of Transfer box 491

492 FastLane Help Grant Request screen (Figure 11), type the total estimate of disbursements and unpaid obligations Transfer no the grant (no dollar sign, commas). for 11 Lower portion of the Grant Transfer Request screen. The Save Figure Continue button is and circled. the Calculate button (Figure 11). FastLane calculates and displays Click the amount of the estimated 16. unobligated the award. This is the amount of funds that will be transferred to the new awardee balance for organization. that 17. Select any of the following apply: • subjects involvement Human Vertebrate animals involvement • Lobbying activities (see " Disclosing Lobbying Activities ") • 18. Click the Save and Continue button (Figure 11). The Click on a Link to Work screen displays (Figure 12). On this screen, you have these options: • Update contact information Edit • transfer request forms • Check for completeness • Forward the PI Transfer Request to the original SPO PI • Cancel (delete) the Transfer Request screen. Figure 12 Click on a Link to Work 492

493 FastLane Help Click Edit Transfer Request Forms to complete the forms required for PI Transfer. See Edit Transfer 19. a Introduction for Forms instructions. Request Contact Update Information PI/PD the Click on a Link to Work screen (Figure 1) (see Prepare a 1. Access or co - PI/co - PD Transfer Request as a PI ). circled. Figure 1 Click on a Link to Work screen. The Update Contact Information link is screen (Figure 1), click On the Click on a Link to Work 2. Update Contact Information . The Principal Investigator (PI) Information screen displays (Figure 2). 2 Figure circled. Principal Investigator (PI) Information screen. The Edit PI Information button is button 3. Click the Edit PI Information (Figure 2). The Edit Principal Investigator’s (PI) Information screen displays (Figure 3). 493

494 FastLane Help 3 Edit Principal Investigator’s (PI) Information screen. Figure Change Institution button is circled. The The 4. To change your organization, click the Change Institution button (Figure 3). screen Institution Search (Figure 4). displays 494

495 FastLane Help 4 Search screen. Figure Institution the search type option (Figure 4): 5. Select Begins with returns • whose name begins with the text entered. all organizations with returns all organizations whose Ends name ends with the text entered. • • Contains returns all organizations whose name contains the text entered. 6. Enter the string (at least three characters) to search for (Figure 4). the 7. button (Figure 4). The Click Institution Search screen displays (Figure 5). Locate circled. Figure 5 Institution Search screen. The Select button is Highlight the organization in the 8. Institutions Located list (Figure 5). the 9. Click (Figure 3) Select button (Figure 5). The Edit Principal Investigator’s (PI) Information screen displays Identification with the name of the selected organization and the Institution the Number displaying in appropriate boxes. Information On the Edit Principal Investigator’s (PI) the screen (Figure 6), when you are finished changing 10. PI information, click the Save Changes button. A screen displays (Figure 7) with confirmation that the PI saved. Information has been 495

496 FastLane Help (PI) 6 Lower portion of the Figure Information screen. The Save Edit Principal Investigator’s button is circled. Changes 7 Screen with the message Figure changed PI information has been saved. that the 11. Click the OK button (Figure 7). The Principal Investigator (PI) (Figure 8). Information screen displays Figure 8 Principal Investigator (PI) Information screen. a PI Check for Completeness of a PI Transfer Request as 1. Access the Click on a Link to Work screen PI (Figure 1) (see Prepare a PI Transfer Request as a ). 496

497 FastLane Help The 1 Click on a Link to Work Figure Check for Completeness link is circled. screen. On the Click on a Link to Work 2. Check for Completeness . The screen (Figure 1), click Completeness Checking of Request for Grant Transfer screen displays. the PI/PD or co - PI/co If PD Transfer Request is incomplete, the Completeness Checking of Request for Grant - still require completion before Transfer screen displays as in Figure 2, with a message on which forms submission to NSF. Figure 2 Completeness Checking of Request for Grant Transfer screen. The message on what form submission is required for is circled. the PI If screen displays Transfer Request is complete, the Completeness Checking of Request for Grant Transfer ). as in Figure 3. The request is ready to be forwarded to the original SPO (see Forward to Original SPO 497

498 FastLane Help 3 Completeness Checking of Request for Grant Transfer screen with a message that the Figure complete. request is Request PI Forward to Original SPO a Transfer the PI can Only forward a PI Transfer Request to the original SPO. the Click on a Link to Work screen (Figure 1) (see Prepare 1. Access PI Transfer Request as a PI ). a circled. Figure 1 Click on a Link to Work screen. The Forward Transfer Request to Original SPO link is to 2. On the Click on a Link button. Work screen (Figure 1), click the Forward Transfer Request to Original SPO Forward The confirm that the Grant Transfer Request screen displays (Figure 2) with a message for you to PI want to forward the you Transfer Request to the original SPO. 498

499 FastLane Help with Forward the Grant Transfer Request to Original SPO Figure 2 the message for you to screen confirm that you want to forward the request to the original SPO. The Forward button is circled. 3. Click the Forward button (Figure 2). The Transfer Request Forwarded to Original SPO screen Grant displays (Figure 3). Figure 3 Grant Transfer Request Forwarded to Original SPO screen. The Continue button is circled. original SPO, and the 4. Click the Continue button (Figure 3). The PI Transfer Request is forwarded to the screen Click a Link to Work on displays (Figure 4) with these options: • Update the contact information • View the transfer request forms • Cancel (or delete) the request forwarded Figure 4 Click on a Link to Work screen after you have Transfer the PI/PD or co - PI/co - PD Request to the original SPO. Delete a PI Transfer Request as a PI 1. Access the Click ). on a Link to Work screen (Figure 1) (see Prepare a PI Transfer Request as a PI 499

500 FastLane Help Figure Click on a Link to Work screen. The Cancel Transfer Request link is circled. 1 Cancel the 2. Click on a Link to Work screen (Figure 1), click On Transfer Request . The Delete the Grant Transfer screen displays (Figure 2) with a message for you to confirm that you want to delete the PI/PD Request co - or PI/co PD Transfer Request. - 2 Delete the Grant Transfer Request screen. Figure The Delete button is circled. Click the Delete button (Figure 2). 3. The PI/PD or co - PI/co - PD Transfer Request is deleted. PI Transfer Request View as a PI Forms Work After you have forwarded a PI/PD or co - PI/co - PD Transfer Request to the original SPO, the Click on a Link to PI screen displays the option to view the with Transfer Request forms. 1. Access the Click on a Link to Work screen (Figure 1) (see Prepare a PI Transfer Request as a PI ). Request Forms Figure 1 Click on a Link to Work screen. The View Transfer circled. button is 2. On the Click on a Link to Work screen (Figure1), click View Transfer Request Forms to view the forms for the PI Transfer Request. The Print Menu screen displays (Figure 2) with a listing of the forms in the PI Request. Transfer 500

501 FastLane Help 2 Print Menu screen. The Go button Print Entire Request is circled. Figure for To view a 3. form, click the Go button for that form (Figure 2). The form displays in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . 4. To view the entire PI/PD or co - PI/co - PD Transfer Request, click the Go button for Print Entire Request displays (Figure 2). The NSF Grant Transfer Request screen in PDF format (Figure 3). is Figure 3 NSF Grant Transfer Request screen. The Printer icon in the upper left corner of the screen circled. 5. To print the PI Transfer Request, click the Printer icon on the top left of the NSF Grant Transfer Request screen (Figure 3). The form is printed. 6. Click the browser back button to return to the Print Menu screen (Figure 2). Edit Budget the PI the old awardee organization has sent the Once the SPO of Transfer Request to the SPO of the new awardee an organization, FastLane sends email to the PI. The PI’s Click on a Link to Work screen now displays a new option: the budget. to edit 501

502 FastLane Help collaborate on this option is to enable the PI and the SPO of the new organization to purpose of formulating The the project before the AOR submits the for PI Transfer Request to the NSF. the budget Access the Notifications and Requests screen on the Prepared by PI tab (Figure 1) (see Access Notifications 1. and Requests as a PI ). 1 Notifications and Requests screen on the Prepared by PI tab. The Prepare New button is Figure circled. In the Prepare New section of the Notifications 2. Requests screen on the Prepared by PI tab (Figure 1), and proposal award list. select the number for the project from the Award # drop - down 3. the Prepare New button (Figure 1). The Prepare a New Notification Click or Request screen displays (Figure 2). Figure 2 Prepare a New Notification or Request screen. The radio button for PI Transfer and the circled. Prepare button are 4. Click the radio button for PI Transfer (Figure 2). 5. Click Prepare button (Figure 2). The Grant Transfer Request screen displays (Figure 3) with the status the SPO of the new awardee message at the top of the screen that the PI Transfer Request is now with the 502

503 FastLane Help organization. the that the Figure 3 Grant Transfer Request screen. The status message request new SPO is working on Continue circled. and the button are 503

504 FastLane Help Click the Continue button (Figure 3). The Click on a Link to Work screen displays (Figure 4) with the new 6. edit the budget. option to 4 Click on a Link to Figure Work screen. The Edit Budget link is circled. Click Edit the Budget (Figure 4). The Project Budget 7. displays (Figure 5). screen 5 Project Budget screen. Figure See Budgets (Including Justification) for instructions on how to work on the budget for the 8. awardee new organization. See Enter Budget Data Online for instruction on how to complete Project Budget form. the Original SPO Functions Original SPO/AOR Functions Request: As the original SPO, you have these options for working on a PI Transfer • a PI Transfer Request Prepare Work on PI Transfer Request forwarded • by a PI a • Edit PI Transfer Request forms • Check for completeness • Forward a PI Transfer Request to the new SPO (AOR only) the PI • Return a PI Transfer Request to • a PI Delete Transfer Request • View PI Transfer Request forms Prepare a PI Transfer Request as an SPO 1. Access the Prepare a New Notification or Request screen (Figure 1) (see Prepare a New Notification or ). Request as an SPO/AOR 504

505 FastLane Help 1 Prepare a Figure Notification or Request screen. New - 2. On the Prepare a New Notification or Request screen (Figure 1), click co the radio button for PI/PD or - PD Transfer in the Grantee PI/co Request Types list. the 3. Click Prepare button (Figure 1). The Grant Transfer Request screen displays (Figure 2). 505

506 FastLane Help 2 Figure Request screen. Grant Transfer (Figure 3), click New Awardee 4. In the Request Details section of the Grant Transfer Request screen the Select organization button to enter Organization the name of the displays (Figure that you are transferring the grant to. The Institution Search screen 506

507 FastLane Help you to search for the name of the new awardee organization in for the list of NSF registered organizations. 4) 3 Request Details section of the Grant Transfer Request screen. The Select New Awardee Figure Organization is circled. button 4 Institution Search screen. The Figure button is circled. Locate In 5. (Figure 4), type the string (at least three characters) to search for. the box 6. Select the search type option (Figure 4): text entered. the • Begins with returns all organizations whose name begins with • with returns all organizations whose Ends name ends with the text entered. • Contains returns all organizations whose name contains the text entered. The 7. Click the Locate button (Figure 4). Institutions Located screen displays (Figure 5). Institutions Figure 5 circled. Located screen. The Select button is of Highlight the name 8. the new awardee organization (Figure 5). Select 9. Click the The button (Figure 5). Grant Transfer Request screen displays (Figure 6) with the name section. of the new awardee organization in the Request Details 507

508 FastLane Help Request screen. 6 Details section of the Grant Transfer Request The View Contact Information link Figure circled. is Request Details section of the Grant In the Transfer Request screen (Figure 6), click View Contact 10. Information to see the contact information for the new awardee organization. The FastLane Contacts screen displays (Figure 7) with all the names, email addresses, phone numbers, and fax numbers the FastLane of Contacts for the new awardee organization. organization. Figure 7 FastLane Contacts screen for the new awardee Grant 11. In the Request Details section of the Transfer Request screen (Figure 8), click the Add/Change Primary Add/Change Place Of Performance button to enter the name of the new Primary Place of Performance. The displays Primary Place Of Performance screen (Figure 9). 8 Figure Request Details section of the Grant Transfer Request screen. The Add/Change New circled. Primary Place Of Performance button is 508

509 FastLane Help 9 Primary Place of Performance screen. The Save Primary Place Add/Change of Performance Figure is circled. button 12. (Figure 9), type the Organization Name in the box or select Same as Awardee In the box option this applicable (Figure 9). Organization, if is Enter the full address of the Primary 13. Performance: Place of • Enter the Street Address . the City . • Enter Select the State from the drop down list if the Country is United • States. • Enter the Zip Code (9 digit). • the Country from the Select drop down list. displays 14. Click the Save Primary Place of Performance button (Figure 9). The Grant Transfer Request screen (Figure 10) with the name of the new primary place of performance in the Request Details section. Figure New 10 Request Details section of the Grant Transfer Request screen with the name of the Performance Awardee Organization and the New Primary Place of displayed. Of 15. In the Total Estimated Disbursements and Unpaid Obligations at the Start Date the Transfer box on Grant Transfer Request screen (Figure 11), type the total estimate of disbursements and unpaid obligations for the grant (no dollar sign, no commas). 509

510 FastLane Help 11 Grant Transfer Request screen. The Total Estimated Disbursements and Unpaid Obligations Figure box, the Calculate button, and the Save and Continue button are circled. 16. Click the Calculate button (Figure 11). FastLane calculates and displays the amount of the estimated will be unobligated the award. This is the amount of funds that balance for transferred to the new awardee organization. 17. Select any of the following that apply: • Human subjects involvement • Vertebrate animals involvement ") Lobbying Activities • Lobbying activities (see " Disclosing 18. Click the Save and Continue button (Figure 11). The Click on a Link to Work screen displays (Figure 12). On this screen, you can take the following actions: • Edit transfer request forms • Check for completeness PI • Forward the the Transfer Request to new SPO (AOR only) • PI Transfer Request to Return the the PI • Cancel (delete) the PI Transfer Request for (Click on a link above instructions for that option.) screen. Figure 12 Click on a Link to Work 510

511 FastLane Help Click Edit Transfer Request Forms to complete the forms required for a PI/PD or co - PI/co - PD Transfer. See 19. Transfer Request Forms Introduction . Edit on a PI Work Transfer Request Forwarded by a PI the Notifications and Requests screen on the Forwarded by PI 1. Access (Figure 1) (see Access Notifications tab and Requests as an ). SPO/AOR Notification/Request Figure 1 Notifications and Requests screen on the Forwarded by PI tab. The or Type link is circled for a PI/PD co - PI/co - PD Transfer Request. the 2. On Notifications and Requests screen on the Forwarded by PI tab (Figure 1), find the PI Transfer Request you want ). to work on (see Search for Notifications and Requests on for Click the Notification/Request Type link 3. the row that request (Figure 1). The Grant Transfer Request screen displays (Figure 2). 511

512 FastLane Help 2 Grant Transfer Request screen. The Save Figure and Continue button is circled. displays (Figure 3). You 4. Click the Save and Continue button (Figure 2). The Click on a Link to Work screen 512

513 FastLane Help have these options the Click on a Link to Work screen: on Edit transfer request forms • Check for completeness • Forward transfer request to new SPO • Return transfer to PI request • Cancel transfer request • on a link above for instructions for that option.) (Click the 3 Click on a Link to Work screen with the options for work on Figure PI/PD or co - PI/co - PD Transfer Request. Transfer Request Edit Forms as Original SPO a PI 1. Access the Click on a Link to Work screen (Figure 1) (see Prepare a PI Transfer Request or Work on Transfer Forwarded by a Request PI ). Figure 1 Click on a Link to Work screen. The Edit Transfer Request Forms link is circled. Request 2. On the Click on a Link to Work screen (Figure 1), click Edit Transfer Forms . The Form PI Preparation displays (Figure 2) with the forms for the screen Transfer Request. The forms are: • Progress Summary (required) • Budgets (Including Justification) (required) • PI/Co - PI Information • Description of Work to Be Accomplished (required) • Supplementary Documents Add/Delete Senior Personnel • 513

514 FastLane Help (Click a link above for the instructions for that form.) on 2 Form Preparation screen. Figure Original Completeness as SPO Check for Access the Click 1. on a Link to Work screen (Figure 1) (see Prepare a PI Transfer Request or Work on a PI Transfer Request Forwarded by PI ). a circled. Figure 1 Click on a Link to Work screen. The Check for Completeness link is On the Click on a Link 2. Work screen (Figure 1), click Check for Completeness . The to Completeness Checking of Request for Grant Transfer screen displays. If the PI Transfer Request is incomplete, the Completeness Checking of Request for Grant Transfer screen displays NSF submission. as in Figure 2 with a message on which forms still require completion for 514

515 FastLane Help what Completeness Checking of Request for Grant Transfer screen. The message 2 form Figure of for submission completion circled. still requires is the PI Transfer Request is complete, the If Checking of Request for Grant Transfer screen displays Completeness as in Figure 3. The request is ready to be forwarded to new SPO (see Forward a PI Transfer Request to the the New SPO ). that the Figure 3 Completeness Checking of Request for Grant Transfer screen with a message request is complete. Forward a PI/PD or co - PI/co - PD Transfer Request to the New SPO the original SPO can forward a PI/PD or Only - PI/co - PD Transfer Request to the new SPO. co 1. or Access the Click on a Link to Work screen (Figure 1) (see Prepare a PI/PD or co - PI/co - PD Transfer Request PI/co ). Work on a PI/PD or co - - PD Transfer Request Forwarded by a PI 515

516 FastLane Help 1 Click on a Link to Work screen. The Figure Transfer Request to New SPO link is circled. Forward 2. On the Click on a Link to Work screen (Figure 1), click Forward Transfer Request to New SPO . The Forward the Grant Request to New SPO screen Transfer displays (Figure 2) with a message for you to confirm that you want transfer to forward the PI Transfer Request to the new SPO and that thereby your organization agrees with the the of award to the new organization. Figure 2 Forward the Grant Transfer Request to New SPO screen. The I Agree and Forward the Request to New SPO button is circled. New SPO 3. Click the I Agree and Forward the Request to Request button (Figure 2). The Grant Transfer confirmation to New SPO screen displays (Figure 3) with that the PI Forwarded Transfer Request has the been forwarded to new SPO. circled. Figure 3 Grant Transfer Request Forwarded to New SPO screen. The Continue button is 516

517 FastLane Help these the Continue button (Figure 3). The Click on a Link to Work screen displays (Figure 4) with Click 4. options: View transfer request forms • Cancel (delete) • transfer request the 4 Click on a Link to Work screen after you have forwarded Figure PI/PD or co - PI/co - PD Transfer the Request to the new SPO. the PI Transfer Request to a PI Return Access the Click on a Link to Work 1. (Figure 1) (see Work on a PI Transfer Request Forwarded by a screen PI ). circled. Figure 1 Click on a Link to Work screen. The Return Transfer Request to PI link is the On the Click on a Link to Work screen (Figure 1), click Return Transfer Request to PI . The Return 2. Grant Transfer Request to PI screen displays (Figure 2) with a message for you to confirm that you want to return the request to the PI. 2 Figure want Return the Grant Transfer Request to PI screen with a message for you to confirm that you Return to return the request to the PI. The button is circled. 3. Click the Return button (Figure 2). The Grant Transfer Request Returned to PI 3). screen displays (Figure 517

518 FastLane Help 3 Request Returned to PI screen. The Continue Grant Transfer button is circled. Figure Click the Continue 4. button (Figure 3). The Click on a Link to Work screen displays (Figure 4) with options to: View transfer request forms • • Cancel (delete) the transfer request 4 Click on a Link to Work screen after you have Figure returned the PI Transfer Request to the PI. Delete a PI Transfer Request as Original SPO on 1. Access the Click on a a Link to Work screen (Figure 1) (see Prepare a PI Transfer Request or Work PI Transfer Forwarded by a Request PI ). Figure 1 Click on a Link to Work screen. The Cancel Transfer Request link is circled. Click 2. On the Transfer on a Link to Work screen (Figure 1), click Cancel Transfer Request . The Delete the Grant Request screen displays (Figure 2) with a message for Transfer you to confirm that you want to delete the PI Request. 518

519 FastLane Help 2 the Grant Transfer Request screen. The Delete Delete button screen is circled. Figure 3. the Delete button (Figure 2). The PI Transfer Request is deleted. Click as Transfer Request Forms Original SPO View PI Access the Click on 1. Link to Work screen (Figure 1) (see Forward a PI Transfer Request to the New a PI a SPO or Return ). PI Transfer Request to the Figure 1 Click on a Link to Work screen. The View Transfer Request Forms button is circled. screen (Figure 1), click 2. On the Click on a Link to Work for View Transfer Request Forms to view the forms PI Transfer Request. The Print Menu screen displays the (Figure 2) with a listing of the forms in the PI Request. Transfer 519

520 FastLane Help for 2 Print Menu screen. The Go button Figure Print Entire Request is circled. 3. To need a form, click the Go button for that form (Figure 2). The form displays in PDF format. If you view . to download Adobe Reader, see Adobe Reader for FastLane Request, click 4. To view the entire PI Transfer the Go button for Print Entire Request (Figure 2). screen The Grant Transfer Request displays in PDF format (Figure 3). circled. Figure 3 NSF Grant Transfer Request screen. The Printer icon is Printer To print the PI Transfer Request, click the icon on the upper 5. left of the Grant Transfer Request screen (Figure 3). The form is printed. Print Menu 6. Click the browser back button to return to the screen (Figure 2). SPO Functions New on a PI Transfer AOR Request Forwarded by the Original Work Access 1. the Notifications and Requests screen on the Forwarded by PI tab displays (Figure 1) (see Access SPO/AOR Notifications and Requests as an ). 520

521 FastLane Help 1 Notifications and Requests screen on the Forwarded by PI tab. Figure Notification/Request Type The link is circled for PI Transfer Request. a Requests Forwarded 2. Find the PI Transfer Request you want to work on (see Search for Notifications and by the PI ). the 3. Click the Notification/Request Type link on (Figure 1). The row for that request Grant Transfer Request screen displays (Figure 2). 521

522 FastLane Help The Figure 2 Grant Transfer Request screen. circled. Save and Continue button is 522

523 FastLane Help 4. the lower portion of the Grant Transfer Request screen (Figure 3), if the project involves any of the On radio button next to the category: , click following the Human subjects • Vertebrate animals • Disclosure of lobbying activities (see " Disclosing Lobbying Activities ") • 3 Lower portion Figure the Grant Transfer Request screen. of On 5. the lower portion of the Grant Transfer Request screen (Figure 3), do either of the following: • In the Exemption Subsection box, type the exemption number. mm/dd/yyyy format). the IRB APP Date box, type the IRB date (in • In in the lower 6. the Grant Transfer Request screen (Figure 3), In the IACUC App. Date box, type the portion of date (in mm/dd/yyyy format). button 7. Click the Save and Continue (Figure 4). You (Figure 2). The Click on a Link to Work screen displays have these options the Click on a Link to Work on screen: • Edit transfer request forms • Check for completeness • Submit transfer request to NSF (AOR only) • Return transfer request to the original SPO • Cancel (delete) transfer request with Figure 4 Click on a Link to Work screen Transfer the new SPO's options for working on the PI Request. Work on a PI Transfer Request Forwarded by the Original AOR 1. Access the Access Notifications and Requests screen on the Forwarded by PI tab displays (Figure 1) (see as and Requests Notifications an SPO/AOR ). 523

524 FastLane Help 1 Notifications and Requests screen on the Forwarded by PI tab. Figure Notification/Request The Type link is circled for a PI Transfer Request. on (see 2. Find the PI Transfer Request you want to work Requests Search for Notifications and Forwarded by the PI ). the 3. Click the Notification/Request Type link on (Figure 1). The row for that request screen Grant Transfer Request 2). displays (Figure 524

525 FastLane Help 2 Grant Transfer Request screen. The Save Figure and Continue button is circled. the of the lower 4. On portion of the Grant Transfer Request screen (Figure 3), if the project involves any the category: following , click radio button next to the 525

526 FastLane Help • Human subjects Vertebrate animals • Disclosure of lobbying activities (see " Disclosing Lobbying Activities ") • 3 Lower portion Figure the Grant Transfer Request screen. of On the lower portion of the Grant Transfer Request screen (Figure 3), do either of the 5. following: • In the Exemption Subsection box, type the exemption number. mm/dd/yyyy format). the IRB APP Date box, type the IRB date (in • In in the lower 6. the Grant Transfer Request screen (Figure 3), In the IACUC App. Date box, type the portion of date (in mm/dd/yyyy format). (Figure 4). You 7. Click the Save and Continue button (Figure 2). The Click on a Link to Work screen displays have these options the Click on a Link to Work on screen: • Edit transfer request forms • Check for completeness • Submit transfer request to NSF (AOR only) • Return transfer request to the original SPO • Cancel (delete) transfer request Work Figure 4 Click on a Link to Transfer screen with the new SPO's options for working on the PI Request. Edit Transfer Request Forms as New SPO Click 1. Access the on a Link to Work screen (Figure 1) (see Work on a PI Transfer Request Forwarded by AOR the Original ). 526

527 FastLane Help screen. 1 Click on a Link to Figure The Edit Transfer Request Forms link is circled. Work Work the Click on a Link to On screen (Figure 1), click Edit Transfer Request Forms . The Form 2. are: for Preparation screen displays (Figure 2) with the forms the PI Transfer Request. The forms Progress Summary (required) • (required) Budgets (Including Justification) • to • Description of Work Be Accomplished (required) • Supplementary Documents • Senior Personnel Add/Delete on a link above for (Click the instructions for that form.) screen. Figure 2 Form Preparation 527

528 FastLane Help Check Completeness as New SPO for PI Access the Click on a Link to Work screen (Figure 1) (see Work on a Transfer Request Forwarded by 1. AOR ). the Original 1 Click on a Link Figure to Work screen. The Check for Completeness button is circled. for the Click on a Link to Work screen (Figure 1), click Check 2. On Completeness . The Completeness Checking of Request for Grant Transfer screen displays. screen displays If the PI Transfer Request is incomplete, the Completeness Checking of Request for Grant Transfer forms still Figure 2 with a message on which in require completion for submission. as Figure 2 Completeness Checking of Request for Grant Transfer screen. Circled is the message of what submission. form requires completion for If the PI Transfer Request is complete, the Completeness Checking of Request for Grant Transfer screen displays ). as in Figure 3. The request is ready to be submitted to NSF (see Submit a PI Transfer Request 528

529 FastLane Help 3 Completeness Checking of Request for Grant Transfer screen with a message that the Figure request is complete. to PI Transfer Request Submit a NSF (AOR only) Only the new SPO can submit the PI Transfer Request to NSF. Access the Click on a Link to Work screen 1. (Figure 1) (see Work on a PI Transfer Request Forwarded by ). AOR the Original Figure 1 Click on a Link to Work screen. The Submit Transfer Request to NSF link is circled. screen (Figure 1), click 2. On the Click on a Link to Work . Submit Transfer Request to NSF of If the request is not complete, the Completeness Checking Request for Grant Transfer screen displays (Figure 2) NSF. with a message on what forms require completion for submission to 529

530 FastLane Help message 2 Completeness Checking of Request for Grant Transfer screen with Figure on what needs the be completed for submission. to the Go Back Click to return to the Click on a Work to Link screen (Figure 3) to complete the required forms button (see Transfer Budget Form Edit Introduction ). (Figure 3). If the request is complete, the Grant Transfer Request Is Ready for Submission to NSF screen displays Figure 3 Grant Transfer Request Is Ready for Submission screen. The Continue button is circled. 3. NSF Click the Continue button (Figure 3). The Submit Grant Transfer Request to (Figure screen displays 4). 530

531 FastLane Help screen. The 4 Submit Grant Transfer Request to Figure Debarment and Suspension NSF section and the Submit button Certification circled. are (Figure 4), the Debarment and Suspension Certification section 4. In click the radio button for Yes or No. (Figure 4). 5. If you clicked the radio button for Yes, type an explanation in the box NSF 6. Click the Sign and Submit button (Figure 6). The Grant Transfer Request Submitted to displays screen email that (Figure 5) with a list of the people who will receive an NSF. the request has been submitted to 531

532 FastLane Help list 5 Transfer Request Submitted to NSF screen with Figure Grant of the individuals who will be notified the the new status of the on PI Transfer Request. The Continue button is circled. Continue button (Figure 5). The Click on a 10. Click the to Work screen displays (Figure 6) with only the Link request. option to view the transfer Figure 6 Click on a Link to Work screen after you have submitted the PI Transfer Request to NSF. to Return a PI Transfer Request SPO the Original screen 1. Access the Click on a Link to Work (Figure 1) (see Work on a PI Transfer Request Forwarded by ). the Original AOR 532

533 FastLane Help Figure 1 Click on a Link to Work screen. The Return Transfer Request to Original SPO link is circled. On the Click on a Link to Work 2. screen (Figure 1), click Return Transfer Request to Original SPO . The Return (Figure 2). the Grant Transfer Request to Original SPO screen displays Figure 2 Return the Grant Transfer Request to Original SPO screen. The Return button is circled. Grant Transfer 3. Click the Return button (Figure 2). The screen displays Request Returned to Original SPO communicating a list of the recipients of an (Figure 3) with email that the PI Transfer Request has been original SPO. returned to the 533

534 FastLane Help 3 Grant Transfer Request Returned to Original SPO screen Figure with a list of the individuals who will be notified of the status of the PI Transfer Request. The Continue button is circled. Click the Continue button (Figure 3). The Click on 4. a Link to Work screen displays (Figure 4) with these options: forms • View transfer request • Cancel (delete) the transfer request a Figure 4 Click on original Link to Work screen after you have returned a PI Transfer Request to the SPO. as Delete a PI Transfer Request New SPO on 1. Access the Click a Link to Work screen (Figure 1) (see Work on a PI Request Forwarded by the ). Original AOR 534

535 FastLane Help screen. 1 Click on a Link to Work Figure The Cancel Transfer Request link is circled. On the Click on a Link to Work 2. screen (Figure 1), click Cancel Transfer Request . The Delete the Grant Transfer Request screen displays (Figure 2) with a message for you to confirm that you want to delete the PI Transfer Request. circled. Figure 2 Delete the Grant Transfer Request screen. The Delete button is The Click the Delete button (Figure 2). 3. Grant Transfer Request Deleted screen displays (Figure 3) with the message that the PI Transfer Request has been deleted and with a list of people who will be notified by email of the deletion. Figure 3 Grant Transfer Request Deleted screen. SPO View a PI Transfer Request as New 535

536 FastLane Help Access the Click on a Link to Work screen (Figure 1) (see Submit a PI Transfer to NSF (AOR only) or Return a PI 1. to the Original Request SPO ). Transfer 1 Click Figure a Link to Work screen. The View Transfer Request button is circled. on the Click on a Link to Work 2. On View Transfer Request Forms to view the forms for screen (Figure 1), click PI the the PI Transfer Request. The Print Menu screen displays (Figure 2) with a listing of the forms in Transfer Request. Figure 2 Print Menu screen for the PI Transfer Request. The Go button for Print Entire Request is circled. PDF 3. To view a form, click the Go button for that form (Figure 2). The form displays in need format. If you Adobe to download Adobe Reader, see Reader for FastLane . entire 4. To view the the PI Transfer Request, click Go button (Figure 2) for Print Entire Request . The NSF Grant Transfer Request screen displays in PDF format (Figure 3). 536

537 FastLane Help 3 Grant Transfer NSF Request screen. Figure To print the PI Transfer Request, 5. the Printer icon on the top left of the NSF Grant Transfer Request click (Figure 3). The form is screen printed. 6. Click the browser back button to return to the Print Menu screen (Figure 2). Transfer Forms PI Transfer Request Forms Introduction Edit 1. Access the Click on Link to Work screen (Figure 1): a PI PI Transfer • If you are a PI, see Prepare a . Request as a you are the original SPO, If see either of the following: • – Prepare a PI Transfer Request as an SPO/AOR – Work on a PI Transfer Request Forwarded by a PI on • If you are the new SPO, see Work . a PI Transfer Request Forwarded by the Original AOR screen Figure 1 Click on a Link to Work it displays (as in the case of the PI). The Edit Transfer Request circled. Forms link is 537

538 FastLane Help 2. the Click on a Link to Work screen (Figure 1), click Edit Transfer Request Forms . The Form On screen the displays (Figure 2) with the forms for PI Transfer Request. The forms are: Preparation Progress Summary • (required) Budgets (Including Justification) (required) • (required) of Work to Be Accomplished • Description Supplementary Documents • Add/Delete Senior Personnel • (Click on a link above for the instructions for that form.) screen. 2 Preparation Form Figure Edit Request Forms Introduction Transfer Access the Click on a 1. to Work screen (Figure 1): Link • If you are a PI, see Prepare PI Transfer Request as a PI . a the following: • If you are the original SPO, see either of – a PI Transfer Request as an SPO/AOR Prepare – on a PI Work Transfer Request Forwarded by a PI • If you are the new SPO, see Work on a PI Transfer Request Forwarded by the Original AOR . Figure 1 Click screen on a Link to Work (as it displays in the case of the PI). The Edit Transfer Request Forms link is circled. 2. On the Click on Link to Work screen (Figure 1), click Edit Transfer Request Forms . The Form a are: Preparation screen displays (Figure 2) with the forms for the PI Transfer Request. The forms 538

539 FastLane Help • (required) Progress Summary Budgets (Including Justification) (required) • Description of Work to • (required) Be Accomplished Supplementary Documents • • Add/Delete Senior Personnel on a link above for (Click instructions for that form.) the 2 Form screen. Figure Preparation Summary for PI Progress Transfer a Summary is The Progress required form. Introduction screen 1. Access the Form Preparation ). (Figure 1) (see Edit Transfer Request Forms Figure 1 Form Preparation screen. The Go button for Progress Summary is circled. 1), 2. On the PI Transfer Form Preparation screen (Figure The click the Go button for Progress Summary. Summary screen displays (Figure 2). You have these Progress options: • Enter the Progress Summary in the text box Progress Summary • Upload the 539

540 FastLane Help 2 Progress Summary screen. Figure the Progress Enter Summary in the Text Box On the Progress Summary screen (Figure 2), in the Progress Summary box type 1. copy and paste the or progress status for the project. message the Save Text button (Figure 2). A screen displays 2. (Figure 3) with the Click that the Progress Summary form has been saved. saved. Figure 3 Screen with the message that the Progress Summary has been Click the OK button (Figure 3). The PI 3. Transfer Form Preparation screen displays. Upload a Progress Summary 1. Prepare a word - processing document with the Progress Summary. screen 2. On the Progress Summary Summary File (Figure 2), click the Transfer File button. The Progress screen displays (Figure 4). See Upload a Upload File for instructions on how to upload the file. Upload screen. Figure 4 Progress Summary File 540

541 FastLane Help Upload have accepted the upload, the Progress Summary File screen displays (Figure 5) with 3. Once you these options: View the • Summary current Progress • Delete the current Progress Summary a new Progress • Summary Upload Progress Figure 5 Progress Summary File Upload screen with options to view and delete the uploaded Summary. Display Current Progress Summary Progress Click the Display Current Progress Summary button (Figure 5). The previously uploaded Summary displays in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . Summary Delete Current Progress 1. the Delete Current Progress Summary button (Figure 5). Click A screen displays with a message for you to confirm that you want to delete the file. is 2. Click the OK button. The document deleted. Upload a New Progress Summary in Follow the directions previous Upload a File . Uploading a new Progress Summary automatically replaces the one. Budgets (Including Justification) for PI Transfer The Budgets (Including Justification) is a required form. ). 1. Access the Form Preparation screen (Figure 1) (see Edit Transfer Request Forms Introduction 541

542 FastLane Help 1 Form Preparation screen. The Go button Figure Budgets (Including Justification) is circled. for On the PI Transfer Form Preparation screen 2. (Figure 1), click the Go button for Budgets (Including Justification). The screen displays (Figure 2). Project Budget Figure 2 screen. Project Budget complete budget for See Budgets (Including Justification) and Create a Budget, Step 2 for instructions on how a the subawardee organization. Accomplished of Work to be Description for PI Transfer The Description of Work to be Accomplished is a required form. in 1. Prepare a Description of Work to be Accomplished Acceptable Formats a word - processing document. See FastLane accepts. FastLane for a list of for all the formats that ). 2. Access the Form Preparation screen (Figure 1) (see Edit Transfer Request Forms Introduction 542

543 FastLane Help 1 Form Preparation screen. The Go button for Figure of Work to be Accomplished is circled. Description On the Form Preparation screen (Figure 3. click the Go button for Description of Work to be Accomplished. 1), The Description of Work to be Accomplished File screen displays (Figure 2). Upload be Figure 2 Description of Work to Upload screen. Accomplished File upload 4. Follow the directions in Upload a File to the Description of Work to be Accomplished. When you Upload have accepted the upload, the Description of Work to be Accomplished File displays screen (Figure 3) with these options: Display Current Description be of Work to • Accomplished of • Delete Current Description Work to be Accomplished Accomplished • Upload a New Description of Work to be 543

544 FastLane Help uploaded 3 Description of Work to be Accomplished Upload screen with options to View or Delete an Figure to be Accomplished. Description of Work to Current Description of Work be Accomplished Display Click Display Current Description of Work to be Accomplished button (Figure 3). The file displays in PDF the format. If you need to download Adobe Reader, see Adobe Reader for FastLane . Delete Current Description of Work to be Accomplished a to 1. Click the Delete Current Description of Work be Accomplished button (Figure 3). A screen displays with message for to confirm that you want to you delete the file. 2. Click the OK button. The PI Transfer Form Preparation screen displays (Figure 1). Upload a New Description of Work to be Accomplished a Follow the directions in Upload automatically File . Uploading a new Description of Work to be Accomplished previously the file that was uploaded. replaces Transfer Supplementary Documents for PI ). 1. Access the Form Preparation screen (Figure 1) (see Edit Transfer Request Forms Introduction 544

545 FastLane Help Figure Form Preparation screen. The Go button for Other Supplementary Docs is circled. 1 1), 2. Transfer Form Preparation screen (Figure On click the Go button for Supplementary Docs. The the PI Supplementary Docs screen displays (Figure 2). You have two Other options on this screen: • Enter Other Supplementary Documents in the text box Supplementary Documents • Upload 2 Supplementary Docs screen. The Save Text button Figure is circled. Supplementary Documents Enter Other the Text Box in the (Figure 2). 1. Type in or copy and paste the Other Supplementary Document in text box 2. the Save Text button (Figure 2). A screen Click displays (Figure 3) with the message that the Supplementary Document data is saved. Figure 3 Screen with the that the Other Supplementary Document text has been saved. message The 4. Click the OK button (Figure 2). displays. Form Preparation screen Upload Other Supplementary Documents 1. On the Other Supplementary Transfer Docs screen (Figure 4), click the File button. The Supplementary Document File Upload screen displays (Figure 5). See Upload a File for directions. 545

546 FastLane Help 4 Other Supplementary Docs screen. The Figure File button is circled. Transfer screen. Figure 5 Supplementary Documents File Upload Supplementary Once the Supplementary Document has been uploaded, the screen displays Document File Upload in Figure 6. as 546

547 FastLane Help 6 Supplementary Document File Upload screen after a file has been uploaded. Figure This screen gives you these options: Supplementary Current • Docs Display Delete Current Supplementary Docs • • Upload a Supplementary Document Note: Uploading a new Supplementary Document will not result in a previously uploaded file. deleting Display Current Supplementary Docs (Figure On the Supplementary Document File Upload screen 1. 6), highlight the Supplementary Document you want to view in the list. you need to 2. Click the Display Current Supplementary Docs button (Figure 6). The file displays in PDF format. If FastLane download see Adobe Reader for . Adobe Reader, Current Supplementary Docs Delete On the the Supplementary Document File Upload screen (Figure 6), highlight 1. Supplementary Document you want to delete in the list. confirm that 2. Click the Delete Current Supplementary Docs button (Figure 6). A screen displays asking you to you want to file. delete the 3. Click the OK button. The Form Preparation screen displays. Supplementary a Upload Document Follow the directions in Upload a File . Uploading a new file will not replace any previously uploaded files. Box Enter a New Supplementary Document in the Text 547

548 FastLane Help Supplementary Document has already been uploaded and you want to write a new Supplementary Document If a the text box , in the following: do 1. On the Supplementary Document File Upload (Figure 6), click the Delete Current Project screen Summary button. A screen displays with a message for you to confirm that you want to delete the file. 2. the OK button. The Supplementary Docs Click File Upload screen displays (Figure 6). 3. Return to the Form Preparation screen. Docs. 4. Click the Go button next to Supplementary The Supplementary Docs screen displays with the text . the Text Box box. See Enter the Supplementary Document in Add/Delete - Co - PI Senior Personnel Non PI Transfer for Access ). the Form Preparation screen (Figure 1) (see Edit Transfer Request Forms Introduction 1. Figure 1 Form Preparation screen. The Go button for Add/Delete Non - Co - PI Senior Personnel is circled. Form 2. On the PI Transfer Preparation screen, click the Go button for Add/Delete Non - Co - PI Senior Personnel Personnel (Figure 1). The Add/Delete Non Co - Principal Investigator (Co - PI) Senior Assigned to Proposal screen displays (Figure 2). Proposal Figure 2 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to the 548

549 FastLane Help screen. - - Co - PI Senior Personnel for instructions on how to add or delete non Add/Delete Non Co - PI Senior See 3. Personnel. or Change Co - PI Change PI/Add Is the Change PI and Add/Change What - PI Request? Co your organization wants to continue an NSF grant project with a new PI or if you want to add or change Co - , If PIs a Change PI and Add/Change Co must submit PI Request to NSF. you - new PI The or Co - PIs must be registered with FastLane to gain NSF approval. The request must contain the following: Biographical Sketch of the PI or Co - PI • Current and Pending Support document detailing any current and pending financial support to the • PI for this or other projects - PI/Co Justification for • change of PI or addition or change of Co - PIs the for Prepare a Change PI and Add/Change Co - See instructions for working on this request. PI Request Request? What Is the Change PI and Add/Change Co - PI PIs your organization wants to continue an NSF grant project with a new PI or if you want to add or change Co - , If - a Change PI and Add/Change Co must submit PI Request to NSF. you or new PI with FastLane Co - PIs must be registered The to gain NSF approval. The request must contain following: the • PI or Biographical Sketch of Co - PI the any current • Current and Pending Support document detailing and pending financial support to the PI/Co - PI for this or other projects Justification • PIs for the change of PI or addition or change of Co - for Prepare a Change PI and Add/Change Co - PI Request for instructions See working on this request. a Change Prepare PI Request Prepare a Change Request PI and Add/Change Co - PI Access the Prepare a New Notification or 1. screen (Figure 1) (see Prepare a New Notification or Request ). Request as a PI or Prepare a New Notification or Request as an SPO 549

550 FastLane Help Request screen. Select 1 Prepare a New Notification or Figure The radio button for Change PI and - PI and then the Prepare Add/Change Co button. the Prepare a New Notification or 2. On screen (Figure 1), click the radio button for Change PI Request PI list. and Add/Change Co - in the Grantee Request Types displays Click the Prepare button (Figure 1). The Request for 3. Change PI and Add/Change Co - PI screen these options on (Figure 2). You have screen: this Change the PI • • Replace PI the with a Co - PI PIs • Change the current Co - 550

551 FastLane Help 2 Request for Change PI and Add/Change Figure - PI screen. Co you For any of these options, the following order: must complete these steps in PI - Confirm the 1. Confirm the eligibility of the proposed PI or Co registration of the PI or Co - PI with NSF 2. Upload the Associated Documents Upload the Biographical Sketch for the proposed PI or Co - PI and the Current and Pending Support and Substitute Negotiator documents 551

552 FastLane Help a Justification for the change of PI or addition/change of Co - PI Type (Click on a link 3. instructions for that step.) above for must complete these steps for each individual you propose as a new PI or Co - You PI. The Substitute Negotiator document is submitted in cases where a former NSF employee or IPA is being Note: - PI reappointed as PI or with which they were previously involved. Co to an award : When you complete a step, the section for the Note next step is activated on the Request for Change PI and Add/Change PI screen (Figure 2). When you have completed your screen, work on the Request for Change PI and Add/Change Co - PI Request The Change Save button (Figure 3) to save the Change PI Request. the View Request for PI and click Add/Change Co - PI Request screen displays (Figure 4). Figure 3 Request for Change PI and Add/Change Co - PI screen with the sections for Step 2, Associated circled. Documents, and Step 3, Justification, activated. The Save button is 552

553 FastLane Help 4 Request for Change PI and Add/Change Figure Co - PI screen. The buttons for Modify Request, Delete Request, and Forward to SPO (if you are a PI) or Submit to NSF (if you are an SPO) are now activated. the View Request for Change PI and Add/Change Co - PI screen (Figure On 4), the buttons for other functions are options: activated to give you these • Modify the request request • Delete the • Forward the Request to the SPO (if you are a PI) or Submit the request to NSF (if you are an AOR) above for (Click on a link instructions for that option.) Add/Change Prepare a Change PI and Request Co - PI 1. Access the Prepare a New Notification or Request screen (Figure 1) (see Prepare a New Notification or ). Request as a PI or Prepare a New Notification or Request as an SPO 553

554 FastLane Help Request screen. Select 1 Prepare a New Notification or Figure The radio button for Change PI and - PI and then the Prepare Add/Change Co button. the Prepare a New Notification or 2. On screen (Figure 1), click the radio button for Change PI Request PI list. and Add/Change Co - in the Grantee Request Types displays Click the Prepare button (Figure 1). The Request for 3. Change PI and Add/Change Co - PI screen these options on (Figure 2). You have screen: this Change the PI • • Replace PI the with a Co - PI PIs • Change the current Co - 554

555 FastLane Help 2 Request for Change PI and Add/Change Figure - PI screen. Co you For any of these options, the following order: must complete these steps in PI Confirm the 1. Confirm the eligibility of the proposed PI or Co - PI registration of the PI or Co - with NSF 2. Upload the Associated Documents PI and Pending Support and the Biographical Sketch for the proposed Upload or Co - PI and the Current Substitute Negotiator documents 555

556 FastLane Help Justification for the change of PI or addition/change of Co - PI (Click on a link above for instructions Type a that step.) for must complete these steps for each individual you propose as a new PI or Co - PI. You Note: Substitute Negotiator document is submitted in cases where a former NSF employee or IPA is being The Co PI to an award with which they were previously involved. reappointed as PI or - When you complete a step, the section for the next step Note: is activated o n the Request for Change PI and Add/Change PI screen (Figure 2). screen, When you have completed your work on the Request for Change PI and Add/Change Co - PI Request click the Save button (Figure 3) to save the Change PI Request. The View Request for Change PI and displays Add/Change Co PI Request screen - (Figure 4). for Figure 3 Request Associated Change PI and Add/Change Co - PI screen with the sections for Step 2, activated. Documents, and Step 3, Justification, The Save button is circled. 556

557 FastLane Help - 4 Request for Change PI and Add/Change Figure Co PI screen. The buttons for Modify Request, Delete and Forward to SPO (if you are a PI) or Submit to NSF (if you are an SPO) are Request, now activated. buttons for View Request for Change PI and Add/Change Co - PI screen (Figure 4), the On the other functions are activated to give you these options: Modify the request • • the request Delete the • Forward the Request to the SPO (if you are a PI) or Submit AOR) request to NSF (if you are an instructions for (Click a link above for on that option.) the Step 1 Confirm the Eligibility of Proposed PI/Co - PI PI Access the Request for Change PI and Add/Change Co - PI screen (Figure 1) (see Prepare a Change and you the options Add/Change Co PI Request ). The screen gives - to: • Change the PI • Replace the PI with a current Co - PI • Change the current Co - PI that option.) (Click on a link above for instructions for 557

558 FastLane Help 1 Confirm Eligibility of Proposed PI/Co - PI section of Figure Change PI and Add/Change Co - PI screen. the Change PI the and the Request for Change 1. On Add/Change Co - PI screen (Figure 2), in the PI the Proposed PI box or Proposed Co - PI box, enter the NSF ID or alternatively, enter corresponding proposed PI's email address, and/or last name, and/or phone number in each the data field for Co propose. new PI or - PI you want to 558

559 FastLane Help 2 Confirm Eligibility of Proposed PI/Co - PI section of Figure the Change PI and Add/Change Co - PI screen. Check button is circled. The the Check button (Figure 2). FastLane checks to 2. Click the PI’s NSF ID or email address, and/or last name, see if and/or phone number is registered with NSF. and If any of those data elements are registered, a check mark next name of the PI display in the fields to the search criteria the (Figure 3). Proceed to Step 2, Associated Documents (see Step 2 Associated Documents for instructions). Add/Change Co - Figure 3 Confirm Eligibility of Proposed PI/Co - PI section of the Request for Change PI and 559

560 FastLane Help PI screen. mark and the name of the new PI display. This signifies that the proposed PI is eligible. A check completed Note: Step 1, Step 2 Associated Documents is activated on Once you have the Request for Change PI Co - PI screen. and Add/Change the Change Current Co - PIs - the Request for Change PI and Add/Change Co PI screen (Figure 4), in the Proposed PI box or Proposed 1. On Co PI box, enter the NSF ID or alternatively, enter the proposed PI's email address, and/or last name, and/or - propose. to phone number in each corresponding data field for the new PI or Co - PI you want Figure 4 Confirm Eligibility of Proposed PI/Co - PI section of the Change PI and Add/Change Co - PI screen. The NSF ID/Email Address box and the Check button are circled. Add/Change 2. Click the Check button (Figure 4). The Request for Award Change PI and displays Co - PI screen and/or a PI’s NSF ID or email address, the last name, and/or phone number is registered with NSF, again. If the check mark and the name of PI display in the fields next to the search criteria (Figure 5). Proceed to Step 2, Associated Documents (see Step 2 Associated Documents for instructions). 560

561 FastLane Help 5 Request for Change PI and Add/Change Co - PI screen. A check mark and the name Figure of the new PI display in the boxes next to the search criteria you typed. This signifies that the eligible. proposed PI is PI Note: Once you have completed Step 1, Step 2 Associated Documents is activated on the Request for Change and Add/Change Co - PI screen. Replace the PI with a Current Co - PI 1. On the Request for Change PI and Add/Change Co - PI screen (Figure 6), in the Replace Current PI Co - PI. w/Current Co - PI drop - down list, highlight a name of a 561

562 FastLane Help 6 Confirm Eligibility of Proposed PI/Co - PI section of the Change PI and Add/Change Co Figure PI screen. - The drop - down list of current Co - PIs and the Check button are circled. and 2. Click the Check button (Figure 6). The Request for Award Change PI displays Add/Change Co - PI screen again. If PI’s NSF ID or email address, and/or the last name, and/or phone number is registered with NSF, a and the check mark PI name of the display in the Co - PI Replacing PI section (Figure 7). Proceed to Step 2, instructions). Associated Documents (see Step 2 Associated Documents for 562

563 FastLane Help 7 PI screen. Request for Change PI and Add/Change Co - Figure Upload 2 Documents Step the Associated the Request for Change PI and Add/Change Co - PI screen Access (see Step 1 Confirm the Eligibility of the 1. Step 1, Proposed the PI/Co - PI ). As soon as you have confirmed the eligibility of the PI or Co - PI in Change Associated Documents section of the Request for activates screen PI and Add/Change Co - PI (Figure 1). 563

564 FastLane Help 1 Request for Change PI and Add/Change Co - PI screen. section for Step 2 Associated Figure The is circled. Documents In the Associated Documents 2. (Figure 1), upload a Biographical Sketch (see What Is a Biographical section Sketch? , a Current and Pending Support document (see ) Is Current and Pending Support? ) and a What Substitute Negotiator?) Substitute Negotiator document (see What Is a propose. for the PI you instructions See Upload a File for 3. on how to upload a file to FastLane. (Figure 2). 4. When you are finished uploading the associated documents, click the Continue button 3 Step Change PI is now activated on the Request for Justification and Add/Change PI/Co - PI screen, and you can on the Justification. work 564

565 FastLane Help Figure Request for Change PI and Add/Change PI/Co - PI screen after the associated documents 2 been uploaded. The Continue button is circled. have Delete Associated and Documents View Once you have accepted in the Associated Documents section, a View button and Delete button an upload, display that give you these options: the uploaded document • View Delete the • document uploaded View the Uploaded Document click In the Associated Documents section of the Request for Change PI and Add/Change Co - PI screen (Figure 3), the to button next to the file you want to view. The document displays in PDF format. If you need View download Adobe Acrobat, click Download Adobe Acrobat Reader at the bottom of the screen (Figure 4). Change Figure 3 Associated Documents section of the Request for PI - PI and Add/Change Co screen. The View button is circled. Request Figure 4 Lower portion of the for Change PI and Add/Change Co - PI screen. The Adobe Acrobat Reader link is circled. Document Delete the Uploaded 565

566 FastLane Help and Associated Documents section of the Request for Change PI the Add/Change Co - PI screen (Figure 5), click In Delete button next to the document you want to delete. The document is deleted, and the Browse and Upload the buttons display as they did before you uploaded the file. 5 Associated Documents section of the Request for Change PI and Figure Co - PI Add/Change screen. The Delete button is circled. Step 3 Justification Documents the 1. Access the Change PI and Add/Change Co - PI screen (Figure 1) (see Step 2 Upload ). Associated As soon the uploaded files for Associated as you have accepted Documents, the Justification box displays on the Request for Change PI and Add/Change Co - PI screen (Figure 1). Figure 1 Request for Change PI and the Add/Change Co - PI screen. The Justification section and Save button are circled. 2. In the Justification box (Figure 1), type or and paste a Justification for the change of PI or Co - PI. copy View Request. The 3. Click the Save button (Figure 1) to save the Justification and to save your Change PI 566

567 FastLane Help Change PI and Add/Change Co - PI screen displays (Figure 2), for and the buttons for these Request functions are activated: Modify the request • Delete • request the Forward the Request • the SPO (if you are a PI) to • Submit the request to NSF (if you are an AOR) for (Click a link above for instructions on that option.) Delete Figure 2 Request for Change PI and Add/Change Co - PI screen. The buttons to Modify Request, Request, Cancel, AOR) are Forward to SPO (if you are a PI) or Submit to NSF (if you are an and circled. Modify a Change PI and Add/Change Co - PI Request and 1. Access the View Request for Change PI the following: Add/Change Co - PI screen (Figure 1). See one of Step 3 Justification • • View a Notification or Request Prepared by the PI SPO • View a Notification or Request Prepared by the 567

568 FastLane Help 1 Request for Change PI and Add/Change Figure Co - PI screen. The Modify Request button is circled. PI - Request 2. Click the Modify button (Figure 1). The Request for Change PI and Add/Change Co 1, screen displays (Figure 2) with only the section for Step , Confirm Eligibility of Proposed PI/Co - PI activated. 568

569 FastLane Help button Figure 2 Request for Change PI and Add/Change Co - PI screen. The Check circled. is Step ). 3. Make any changes to this section that you require (see PI 1, Confirm Eligibility of the Proposed PI/Co - 569

570 FastLane Help Request for the Continue button (Figure 2). Step 2 is activated on the Click Change PI and Add/Change Co - 4. screen (Figure 3). PI 2 3 Request for Change PI and Add/Change PI/Co - Figure is now activated. The Continue PI screen. Step button is circled. to button 5. In the Step 2, Associated Documents section (Figure 3), to change an uploaded file, click the Delete Step file. Then upload a new file to replace it. See delete the uploaded 2, Upload Associated Documents and Upload a File for instructions. 6. PI Click the Continue button. Step 3 is activated on the Request for Change PI and Add/Change Co - screen (Figure 4). 570

571 FastLane Help 4 Request for Change PI Figure Add/Change Co - PI screen. Step 3 Justification is and activated. The Save button is circled. In the Step 3, Justification section (Figure 4), edit 7. or replace the Justification as you require. See Step 3 instructions. Justification for the PI Click the Save button (Figure 4) to save modified request. The Request for Change and Add/Change Co - 8. 5) screen displays (Figure with the buttons activated to Modify Request, Delete Request, and Submit to NSF PI). (if you are an SPO) or Forward to SPO (if you are a Co Figure Request for Change PI and Add/Change 5 - PI screen. The buttons to Modify Request, Delete Request, Cancel, and Forward to SPO (if you are a PI) or Submit to NSF (if you are an SPO) are circled. Forward a Change PI and Add/Change Co - PI Request to the SPO and Only a PI may forward a Change PI Add/Change Co - PI Request to the SPO. Access 1. for the View Request Change PI and Add/Change Co - PI screen (Figure 1) (see Step 3 Justification or ). View a Notification or Request Prepared by the PI 571

572 FastLane Help 1 Request for Change PI and Add/Change Figure - PI screen. The Forward to SPO button is circled. Co displays 2. Click the Forward to SPO button (Figure 1). The Forward Notification for Add/Change PI screen you (Figure 2) with a message for you to confirm that want to forward the request to the SPO. 572

573 FastLane Help message 2 Request for Change PI and Add/Change Figure for you to confirm that you want PI screen. The forward the request to the SPO and the to Forward to SPO button are circled. the Forward to SPO button (Figure 3. Click The Forwarded screen displays (Figure 3) with the message that 2). SPO. the request has been forwarded to your Figure 3 Forwarded screen with the message that the request has been forwarded to the SPO. Click 4. List the Search Prepared by PI link (Figure 3). The Notifications and Requests screen displays on the Prepared by PI tab. only) Submit a Change PI and Add/Change Co - PI Request (AOR 573

574 FastLane Help an AOR may submit a Change PI and Add/Change PI Request. Only SPO has Note: to submit a request that the This document shows how prepared. See Submit a Request by the PI for Forwarded on how to submit a Change PI and Add/Change Co - PI Request that has been instructions forwarded by the PI. Access the Request for Change PI and Add/Change 1. - PI screen (Figure 1). For how to access the screen, Co . SPO see Step 3 Justification or View a Notification or Request Prepared by the Figure 1 Request for Change PI and Add/Change Co - PI screen. The Submit to NSF button is circled. Add/Change 2. On the Request for Change PI and button Co - PI screen (Figure 1), click the Submit to NSF a The Submit Request for Add/Change PI (Figure 1). screen displays (Figure 2) with message for you to NSF. confirm that you want to submit the request to 574

575 FastLane Help 2 Request for Change PI and Add/Change PI screen. The message for you to Figure confirm that you want to submit the request to NSF and the button are circled. Submit to NSF button Organizational 3. Click the Submit to NSF as an Authorized (Figure 2). If you have permissions Verify Signature Information screen the displays (Figure 3) with a message for Representative (AOR), you to verify your information as an AOR. are Figure 3 Verify Signature Information screen. The Account Management link and the Sign button 575

576 FastLane Help circled. Verify to change the information , click Account Management (Figure 3) If you need Your Signature 4. (see for instructions on how to information). Information change your If you are ready to submit the request to NSF, click the Sign button (Figure 3). 5. The Submitted screen displays (Figure 4) with the message that the Change PI and Add/Change Co - PI Request has been NSF. submitted to 4 Submitted screen with the message Figure that the Change PI and Add/Change Co - PI Request has been NSF. submitted to 6. Click the Search Prepared by SPO List (Figure 4). The Notifications and Requests screen displays on the Prepared by SPO tab. a Change PI and Delete Add/Change Co - PI Request Request 1. Access the View the following: for Change PI and Add/Change Co - PI screen (Figure 1). See one of Step 3 Justification • • View a Notification or Request Prepared by the PI • View a Notification or Request Prepared by the SPO 576

577 FastLane Help 1 Request for Change PI and Add/Change Figure Co - PI screen. The Delete Request button is circled. (Figure 1). 2. Click the Delete Request button screen The Request for Change PI and Add/Change Co - PI confirm that displays (Figure 2) with a message for you to request. you want to delete the 577

578 FastLane Help Figure Request for Change PI and Add/Change PI screen. The message for you to confirm that you want 2 delete request and the Delete Request the button are circled. to Click the Delete Request button (Figure 2). The Deleted screen displays (Figure 3) 3. the message that with been deleted. the request has 3 Deleted screen with the message that the Change PI Figure Add/Change Co - PI Request has been and deleted. Click the Search Prepared 4. SPO List (Figure 3). The Notifications and Requests screen on the Prepared by by SPO tab displays. (If you are a PI, the Search Prepared by PI List link displays on the Change PI and Add/Change - Requests screen. Click the link, and the Notifications and Co screen on the Prepared by PI tab displays.) PI Request Functions Introduction Request Functions you have initiated a request, you have these options After further working: for • Modify a request to • Forward a request the SPO • a request to NSF (AOR) Submit Delete a request • Functions Introduction Request a request, you have these options for further you have initiated working: After • a request Modify • Forward a request to the SPO to • a request Submit NSF (AOR) • Delete a request Modify a Request Note: To modify requests for Addition of Subaward , Change PI and Add/Change Co - PI , or PI Transfer , see the instructions form. for that particular an Access the View Request screen (for Changes in Objective or Scope, as 1. example) (Figure 1). See one of the following: • Instructions for the type of request you are working on are • If you a PI, see View a Notification or Request Prepared by the PI • If you are an SPO, see View a Notification or Request Prepared by the SPO or View a Notification or the Request Forwarded by PI 578

579 FastLane Help Figure 1 View Request screen. update. 2. On the View Request screen (Figure 1), click on any of the forms to 579

580 FastLane Help Figure Modify Request screen. 2 on. 3. Edit the request as you require. See the instructions for the particular request you are working The 4. Click the Save button (Figure 2). information. View Request screen displays (Figure 3) with the new 580

581 FastLane Help 3 View Request screen with Figure your modifications displayed. a Request to the Forward SPO PI can forward Only a request to the SPO. a see the Note: To forward requests for Addition of Subaward , Change PI and Add/Change Co - PI , , and PI Transfer instructions for that particular form. See either 1. Access the View Request screen (Figure 1) (for Changes in Objective or Scope, as an example). the of following: • Instructions for the type of request you are working on • View a Request Prepared by the PI 581

582 FastLane Help 582

583 FastLane Help Figure View Request screen. 1 the View Request screen (Figure 1), 2. the Forward On to SRO button. The Forwarded screen displays (Figure click a message that the request 2) with forwarded to the SPO. has been Figure2 Forwarded screen. a Request to NSF (AOR Submit only) Only the SPO can submit request to NSF. a the , see Note: To submit requests for Addition of Subaward , Change PI and Add/Change Co - PI , and PI Transfer instructions for that particular form. 1. Access the View Request screen (for Changes in Objective or Scope, as an example) (Figure 1). See one of the following: Instructions • on for the type of request you are working SPO/AOR View a Notification • or Request Prepared by the PI • View a Notification or Request Forwarded by the 583

584 FastLane Help Figure View Request screen. 1 screen 2. On the View Request screen (Figure 1), click the Sign and Submit button. The Submitted the request displays (Figure 2) with a message that to NSF. has been submitted 584

585 FastLane Help Figure Submitted screen. 3 a Request Delete To delete requests for Addition of Subaward , Note: PI and Add/Change Co - PI , and PI Transfer , see the Change that particular instructions for form. as an the View Request screen (for Significant Changes in Person - Months Devoted to Project, 1. Access example) (Figure 1). See one of the following: type of request you • for the Instructions are working on If PI • the you are a PI, View a Notification or Request Prepared by • the If you are an SPO, View a Notification or Request Prepared by SPO or View a Notification or Request Forwarded by the PI 1 Figure circled. View Request screen. The Delete button is 2. On the View Request screen (Figure 1), click the Delete button. The Deleted screen displays (Figure 2) with deleted. the message that the request has been 585

586 FastLane Help Deleted screen. 2 Figure Funding Status Continuation Funding Check Introduction Continuation Status the Principal Investigator (PI) and Both Project Office (SPO) representative can check the the Sponsored an award. The status funding status for reports: continuation check Amount of the incremental funding supplements • • for each funding supplement Fiscal year • If the funding supplement has been awarded or is still pending You can: Check continuation funding status as a PI • as • an SPO/AOR Check continuation funding status Status Continuation Funding Check Introduction can representative check the Both the Principal Investigator (PI) and the Sponsored Project Office (SPO) continuation an award. The status check reports: funding status for Amount of the incremental funding supplements • for each Fiscal year funding • supplement • If the funding supplement has been awarded or is still pending You can: • Check continuation funding status as a PI an • Check continuation funding status as SPO/AOR Continuation Funding Status Check as a PI Home 1. On the FastLane Page screen, log in as a PI to Proposals, Awards, and Status (see PI/Co - PI Login ). (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen displays 586

587 FastLane Help 1 Principal Investigator (PI)/Co Figure Principal Investigator (Co - PI) Management screen. - The Award and Reporting Functions link is circled. Click Award and Reporting Functions (Figure 1). 2. Principal Investigator (PI)/Co - Principal Investigator The 2). (Co - PI) Management Award and Reporting Functions screen displays (Figure - Figure 2 Principal Investigator (PI)/Co Principal Investigator (Co - PI) Management Award and Reporting Status Functions screen. The Continuation Funding circled. link is List 3. Click Continuation Funding Status (Figure 2). The of of Awards screen displays (Figure 3) with a listing awards. 587

588 FastLane Help 3 List of Awards screen. Figure View button is circled. The 4. In the Select An Award to Check Status list (Figure 2), highlight the award whose continuation funding status you want check. to 5. Click the View button (Figure 3). The Continuing Grant Increments screen displays (Figure 4) with the status of the funding increments for that award. screen. Figure 4 Continuing Grant Increments Check Continuation Funding Status as an SPO/AOR Research 1. On the FastLane Home Page screen, log in to Research Administration (see SPO/AOR Login ). The (Figure 1). Administration screen displays Figure 1 Research Administration screen. The Organizational Reports link is circled. (Figure 2). 2. Click Organizational Reports (Figure 1). The Organizational Reports screen displays 588

589 FastLane Help Continuing Grant 2 screen. The radio button for Organizational Reports Increments and the Figure button are circled. Continue the In the Select Organization Name drop - down box (Figure 2), select name of the organization whose 3. you are checking. award In the Indicate 4. Report Type list (Figure 2), click the radio button for Continuing Grant Increments. 5. Click the Continue button (Figure 2). The Continuing Grant Increments screen displays (Figure 3). 3 Continuing Grant Increments screen. The Figure button is circled. Continue the 7. In the Select Key Fiscal Year in which Increment Is Due drop - down box (Figure 3), select the fiscal year for check. award you want to radio button 8. In the Sort Results By list (Figure 3), click a (Figure 3) for a criterion to sort the awards by: date • Final project due • PI’s last name • Award number the 9. Click Continuing Grant Increments Continue button (Figure 3). The Search Results screen displays criteria. (Figure 4) with a listing of the awards that meet your search 589

590 FastLane Help 4 Search Results screen. The award number Continuing Grant Increments is circled for an award. Figure Click the award number (Figure 4) on the row of the 10. award whose status you are checking. The Continuing displays (Figure 5) with the status of the funding increments for screen that award. Grant Increments 5 Continuing Grant Increments screen. Figure View/Print Award Documents View and Print Award Documents Introduction Award Documents book of the View/Print the contents . Print gives you the opportunity to view the documents associated with both active and expired awards. FastLane Organizational Principal Investigator (PI), Co - PIs, the Sponsored Project Office (SPO), and Authorized The Representative (AOR) can access the and Print Award Documents application. View award The PI views the award documents for those awards for which he or she is PI. The SPO views the documents all awards of the organization he or she administers. for both active and expired awards, you can view the following: For Letter Award • The the to • award Amendments If an award is a Cooperative Agreement established after March 2005 , you can also view the following: • The most current and past versions of the Cooperative Agreement • last notice sent The The • original and amended budgets • The prior award letter (available only to PIs) dates • The amended expiration for an award may also • The list of awards for the same NSF program as the award You 590

591 FastLane Help view Cooperative Agreement in PDF format. the to View and Print Award Documents as a PI View and Print Award Documents as an SPO/AOR for instructions Go or on beginning to view Award Documents. View/Print Award Documents Access View/Print Award Documents Access View/Print Awards Documents by Access role: • As a PI • As an SPO/AOR Access View/Print Award Documents Principal 1. On the FastLane Home Page screen, The log in to Proposals, Awards, and Status as a PI. screen Investigator - Principal Investigator (Co - PI) Management (PI)/Co displays (Figure 1). Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen. and The Award Reporting Functions link is circled. Principal Click Award and Reporting Functions (Figure 1). 2. The Principal Investigator (PI)/Co - 2). Investigator (Co - PI) Management Award and Reporting Functions screen displays (Figure 591

592 FastLane Help Investigator 2 Principal Investigator (PI)/Co - Figure (Co - PI) Management Award and Principal Functions screen. The View/Print Award Letters link is Reporting circled. displays View/Print Award Letters (Figure 2). The Award Documents screen 3. Click on the Active Awards tab (Figure 3). You have these options on this screen: Cooperative Agreement document • View the award or View a amendments View the to an • award • Search for active awards for You also have the option of viewing and printing award letters for expired awards (see View Award Documents Expired Awards ). tab. Figure 3 Award Documents screen on the Active Awards 592

593 FastLane Help View Award Documents as an SPO/AOR and Print the FastLane Home 1. screen, log in On to Research Administration. The Research Administration screen Page (Figure 1). displays 1 Research Administration screen. The link is circled. Figure Award Documents 2. Award Documents (Figure 1). The Award Documents screen displays on the Active Awards tab Click these options: (Figure 2) with a listing of all the active awards for your organization. You have or Cooperative Agreement the award document View View a • • View the amendments to the award • Search for active awards that action.) (Click on a link above for instructions for Figure 2 Award Documents screen on the Active Awards tab. for You also have the option of viewing and printing award letters expired awards (see View Award Documents for ). Expired Awards 593

594 FastLane Help Search Awards for for Search Awards Introduction role: by awards for Search a • PI As As an SPO/AOR • for Awards as a PI Search Active search for awards on the Award Documents screen on either the can Award You the Expired Awards tab. or and are presented below. tab The steps are identical 1. Access the Award Documents screen (Figure 1) (see View and Print Award Documents as a PI ). 1 Award Documents screen on the Active Awards tab. The Search button is circled. Figure In 2. the Search section (Figure 1) of the Awards Document screen on the Active Awards (or Expired Awards ) criteria: tab, you can search for awards by either of the following • Award Number award Award # box (Figure 1), type In the number. the • Award Date Range In the From box (Figure 1), type the start date for the date range. In the To box (Figure 1), type the end date for the date range. 3. Click the Search button (Figure 1). The Award Documents screen displays the results (Figure 2) with of your Expired search the List of Active (or in ) Awards section. Figure 2 Award Documents screen with the search results in the List of Active Awards section. Click the Search button (Figure 2) 4. return to a listing of all awards. to SPO/AOR Search for Awards as an 594

595 FastLane Help can search for awards on the Award Documents screen on either the Active Awards You or same the Expired Awards tab. The steps are the as presented below. tab Award Documents the Award Documents 1. screen (Figure 1) (see View and Print Access as an SPO/AOR ). 1 Award Documents screen on the Active Awards tab. Figure Search button is circled. The Award Documents the Search section (Figure 1) of the screen on the Active Awards (or Expired 2. In ) tab, you can search for Awards by any one or a combination of the following criteria: awards • Award Number award Award # box (Figure 1), In the the number. type • PI Last Name In the PI Last Name box (Figure 1), name. type the PI’s last • Range Award Date From box (Figure 8), type the start date for the date range. In In the To the box (Figure 1), type the end date for the date range. 3. Click the Search button (Figure 1). The Award Documents screen displays (Figure 2) with the results of your (or search in the List of Active Expired ) Awards section. Figure the 2 Award Documents screen with search results in the List of Active Awards section. 4. Click the Search button (Figure 2) return to a listing of all awards. to View an Award Document an award is a Cooperative Agreement established after March 2005 , If see View a Cooperative Agreement for instructions. and Print Award 1. Access the Award Documents screen on the Active Awards tab (Figure 1) (see View 595

596 FastLane Help a PI or View and Print Award as Documents as an SPO/AOR ). Documents Figure 1 Award Documents screen on the Active Awards tab. The award number is circled for an award. on number the 2. On the Award Documents screen on the Active Awards tab (Figure 1), click the award row for the award whose documents you want to view. The National Science Foundation screen displays (Figure 2) for that award. screen. The Figure 2 National Science Foundation circled. View Print - Friendly Version link is Friendly Version 3. To print the award, click View Print - (Figure 2). The award letter displays (Figure 3) in a print - friendly version. 596

597 FastLane Help the Print - friendly version of 3 award letter. Figure Click the Print command on your 4. to print the award letter. browser Cooperative Agreement View a View a Cooperative Agreement If an award is a Cooperative Agreement established after March 2005 , you can view the Cooperative Agreement and its associated documents. 1. Access the Award Documents screen on the Active Awards tab (Figure 1) (see View and Print Award Award Documents as a PI or View and Print Documents as an SPO/AOR ). award. Figure 1 Award Documents screen on the Active Awards tab. The award number is circled for an On the Award Documents screen on the Active Awards tab (Figure 1), click the award number on the row 2. for the award whose documents you want to view. The Cooperative Agreement screen displays (Figure 2) have these for that award. You options on the screen: • Choose an award version to view an • View the amended expiration dates for award • the awarded funds View by amendment • View the list of awards for the award’s NSF program • View the last notice sent • View the original and amended budgets • the prior award View (available to PIs only) • the award document in PDF format (Click on a link View action.) for instructions for that 597

598 FastLane Help Figure 2 Cooperative Agreement screen. Award View the Amended Expiration Dates for an (Figure ). 1. Access the Cooperative Agreement screen Agreement 1) (see View a Cooperative 598

599 FastLane Help sign Cooperative Agreement screen. The End Date with the 1 in the box is circled. Figure plus On 2. Cooperative Agreement screen (Figure 1), click the plus sign in the box next to the End Date. A listing of the on 2). the dates for each amendment displays the screen (Figure Figure 2 Cooperative Agreement screen with the amended expiration dates now listed under the latest End Date. Choose View an Award Version to Access the Cooperative Agreement screen (Figure 1. 1) (see View a Cooperative Agreement ). 599

600 FastLane Help Figure Cooperative Agreement screen. The Choose Version link is circled. 1 2. Cooperative Agreement screen (Figure 1), click Choose On Version . The List of Active Amendments the displays (Figure 2) with a listing of all the amendments for screen the Cooperative Agreement. 2 List of Active Amendments screen. The amendment number is circled for an amendment. Figure the amendment number (Figure 2) 3. Click the row of the amendment that you want to view. The on amendment. Amendment screen displays (Figure 3) with the link to the 3 Amendment screen with the link to the selected amendment. Figure Awarded Funds by View Amendment 1. Access the Cooperative Agreement screen (Figure 1) (see View a Cooperative Agreement ). Figure 1 Cooperative Agreement screen. The Cumulative Amount with the plus sign in the box is circled. Cumulative Amount. 2. On the Cooperative Agreement screen (Figure 1), click the plus sign in the box next to the 600

601 FastLane Help of the dates for each amendment displays on the screen (Figure 2). A listing 2 Cooperative Agreement screen with Figure amended award fund amounts now listed under the the current Cumulative Amount. for View of Awards the the NSF Program List ). Agreement 1. Access the Cooperative Agreement screen (Figure 1) (see View a Cooperative Figure 1 Cooperative Agreement screen. The Show List of Awards link is circled. Awards . 2. On the Cooperative Agreement screen (Figure 1), click Show List of screen The Award Search can search for awards by in a new window (Figure 2), where you displays the program or other criteria. system. This screen takes you out of the FastLane 601

602 FastLane Help 2 Award Search screen in a new window. This Figure takes you out of the FastLane system. screen 3. When you have completed your award search, close the Award Search screen (Figure 2). The Cooperative Agreement screen displays (Figure 1). View the Last Notice Sent ). Agreement 1. Access the Cooperative Agreement screen (Figure 1) (see View a Cooperative 1 Cooperative Agreement screen. The Last circled. Sent link is Figure Notice 2. On the Cooperative Agreement screen (Figure 1), click Last Notice Sent . The Current Amendment screen displays (Figure 2) with the link to the last amendment. Figure 2 Current Amendment screen. View the Original and Amended Budgets Agreement ). 1. Access the Cooperative Agreement screen (Figure 1) (see View a Cooperative 602

603 FastLane Help Cooperative Agreement screen. Budget link 1 is circled. Figure The On the Cooperative Agreement screen (Figure 1), click 2. . The Consolidated Award Budget screen Budget displays (Figure 2) with the original award budget and the each amendment. budget for each Figure 2 Consolidated Award Budget screen with the original award budget and the budget for amendment. View the Prior Award Only PIs can view a prior award. 1. ). Access the Cooperative Agreement screen (Figure 1) (see View a Cooperative Agreement 603

604 FastLane Help Cooperative Agreement screen. The Prior Award 1 link is circled. Figure On the Cooperative Agreement screen (Figure 1), click Prior Award . The National Science Foundation 2. screen displays (Figure 2) with the text of the last award letter. 2 National Science Foundation screen Figure with the text of the last award letter. the award of 3. To print the award letter, click View Print - Friendly Version (Figure 2). A print - friendly version displays. letter command 4. Click the Print on your browser to print the document. Award Document View the Format in PDF ). 1. Access the Cooperative Agreement screen (Figure 1) (see View a Cooperative Agreement 604

605 FastLane Help (PDF) 1 Agreement screen. The View Print - Friendly Version Cooperative link is circled. Figure On the Cooperative Agreement screen (Figure 1), click View Print - Friendly Version (PDF) . The Cooperative 2. displays in PDF format in a new window (Figure 2). Agreement If you need Adobe Reader, see Adobe Reader for FastLane . 2 Cooperative Agreement in PDF Figure a new window. format in Click 3. the Print icon on the PDF document browser (Figure 2) to print the PDF version of the Cooperative Agreement. 1). the 4. Close the PDF version window to return to Cooperative Agreement screen (Figure View the Amendments to an Award 1. Access the Award Documents screen on the Active Awards tab (Figure 1). See one of the following: 3 • View and Print Award Letters as a PI , Step 1 through Step Step View and Print Award Letters as an SPO/AOR , Step 1 and • 2 an award has If amendments , on the Award Documents screen, a Yes displays in the award. Amendments column on the row for the 605

606 FastLane Help Award Documents screen on the Active Awards 1 The Yes link is circled for an award. Figure tab. Click Yes (Figure 1) in the row for the award whose amendments you want to view. The List of 2. Active Amendments screen displays (Figure 2) with a listing of all the amendments for that award. 2 List of Active Amendments screen. The amendment number Figure circled. is an amendment number (Figure 2) 3. Click view that amendment. The Amendment to with the amendment. screen displays (Figure 3) a link for you to view 3 Amendment screen with link to Figure that amendment. a View Documents for Expired Awards View Award Documents for Expired Awards (Figure 1). 1. Access the Award Documents screen on the Active Awards tab following: See either one of the as View and Print Award Documents • a PI , Step 1 through Step 3 • 2 View and Print Award Documents as an SPO/AOR , Step 1 and Step 606

607 FastLane Help 1 Award Documents screen on the Active Figure tab. The Expired Awards tab is circled. Awards On the Award Documents screen on the Active Awards tab (Figure 1), click the 2. Expired Awards tab. The Award Documents screen displays on the Expired Awards tab (Figure 2) with a listing of the awards expired for which you can view the award letters. You have two options on this screen: an award • View award letters for expired expired • amendments for an View award Figure 2 Award Documents screen on the Expired Awards tab. Award Documents View for Expired Awards Awards 1. Access the Award Documents screen on the Active following: tab (Figure 1). See either one of the as View and Print Award Documents • a PI , Step 1 through Step 3 2 • View and Print Award Documents as an SPO/AOR , Step 1 and Step 607

608 FastLane Help 1 Award Documents screen on the Active Figure The Expired Awards tab is circled. Awards tab. On the Award Documents screen on the 2. Active Awards tab (Figure 1), click the Expired Awards tab. The Award Documents screen displays on the Expired Awards tab (Figure with a listing of the expired awards 2) screen: for which you can view the award letters. You have two options on this • View award letters for an expired award • View amendments for an expired award tab. Figure 2 Award Documents screen on the Expired Awards for Award Letters View Expired Awards 1. Access the Award Documents screen on the Expired Awards tab (Figure 1) (see View Award Documents for Awards Expired ). 608

609 FastLane Help The 1 Award Documents screen on the Expired Awards Figure award number is circled for an award. tab. On the Award Documents screen on the Expired Awards tab (Figure 1), click the award number on the row 2. for award whose letter you want to view. The National Science Foundation screen displays (Figure 2) the latest the with the text award letter. of 2 National Science Foundation screen Figure the text of the latest award letter. with Cooperative Note: If the expired the award is a Cooperative Agreement that was established after March 2005, Agreement screen displays. See View a Cooperative Agreement for the options in viewing Cooperative Agreements. View Amendments Expired Awards for (Figure 1. Access the Award Documents screen on the Expired Awards tab for 1) (see View Award Documents the on Awards ). If an award has amendments , on Expired Award Documents screen the Expired Awards tab, a Yes displays in the Amendments column on the row for the award. 609

610 FastLane Help 1 Award Documents screen on the Expired Awards tab. The Yes link is Figure circled for an expired award. Click Yes (Figure 1) on the 2. row for the award whose amendments you want to view. The award. List of Expired Amendments screen displays (Figure 2) for that Figure 2 List of Expired Amendments screen. The Amendment Number is circled. Click 3. Foundation an amendment number (Figure 2). The National Science screen displays (Figure 3) with the amendment text. amendment text. Figure 3 National Science Foundation screen with the 610

611 FastLane Help Request Supplemental Funding Introduction Funding Request Supplemental the contents Request book. Print of the Supplemental Funding In an organization may request small amounts of supplemental funding and up to 6 unusual circumstances, of additional support, if this funding is months for completion of the project. necessary obtain this additional support, you must submit a Supplemental Funding Request FastLane at least 2 To via the additional funds are required. before months request must include: You A • summary of the proposed work • A justification of the need for the supplemental funds budget that highlights the use by budget category of the additional funding as distinguished from • A original funding the Authorized Organizational Representative (AOR) must sign the Supplementary Funding Request. The If the request is approved, the NSF Grants Officer amends the grant. detail See Proposal & Award Policies & Procedures Guide (PAPPG) Chapter VI.E.4 for greater on Supplemental Funding the Requests. the following: (PI), you As a Principal Investigator can do • a Supplemental Funding Request Prepare to the Supplemental Funding Request • Give the SPO access an SPO, you can do the following: As • Check a Supplemental Funding Request • Edit a Supplemental Funding Request • Submit a Supplemental Funding Request (AOR only) • a Supplemental Funding Withdraw Request (AOR only) As an AOR, you must sign a Supplemental Funding Request (see AOR Functions ). PI Functions for PI Functions Introduction a Supplemental Funding Request As a PI, you have these options for working on a Supplementary Funding Request: • Prepare a Supplementary Funding Request • Edit a Supplementary Funding Request • Allow or Remove SPO Access to a Supplementary Funding Request Supplementary • a Print Funding Request • Delete a Supplementary Funding Request PI Functions Introduction for a Supplemental Funding Request Request Prepare a Supplemental Funding 611

612 FastLane Help On the FastLane Home Page screen, log in to Proposals, Awards, and Status as a 1. PI (see PI Login ). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) screen displays (Figure 1). Management Management screen. Figure 1 PI) Principal Investigator (PI)/Co - Principal Investigator (Co - The Functions Award and Reporting link is circled. Principal Investigator 2. Click Award and Reporting Functions (Figure 1). The Principal - (PI)/Co Investigator (Co - PI) Management Award and Reporting Functions screen displays (Figure 2). 612

613 FastLane Help 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Award and Reporting Figure Supplemental Funding Request link The is circled. screen. Click Supplemental Funding Request (Figure 2). 3. The List of Current Awards screen displays (Figure 3). 3 List of Current Awards screen. The Prepare Figure Supplemental Funding Request button is circled. to 4. Highlight the award for which you want (Figure 3). prepare a Supplemental Funding Request Request 5. Click the Prepare Supplemental Funding Request button (Figure 3). The for Supplemental Funding screen displays (Figure 4). Figure 4 Request for Supplemental Funding Supplemental screen. The Create New Funding Request screen is circled. 6. Click the Create Supplemental Funding Request button (Figure 4). The Form Preparation screen New Funding Request: displays (Figure 5) with the forms for preparing a Supplemental 613

614 FastLane Help • of Proposed Work Summary Budgets (Including Justification) • Add/Delete Non - Co - PI Senior Personnel • Justification • for Supplement Documents • Supplementary Revised End • (if applicable) Date (Click on a form link for instructions on completing that form.) 5 Form Preparation Figure screen. Edit a Supplemental Funding Request to Principal 1. On the FastLane Home Page screen, log in The Proposals, Awards, and Status as a PI (see PI Login ). Investigator - Principal Investigator (Co - PI) Management (PI)/Co screen displays (Figure 1). - 1 Principal Investigator (PI)/Co - Principal Investigator (Co Figure PI) Management screen. The Reporting Award and Functions link is circled. Click Award and Reporting Functions (Figure 1). The 2. Principal Investigator (PI)/Co - Principal Investigator 2). (Co - PI) Management Award and Reporting Functions screen displays (Figure 614

615 FastLane Help Reporting Figure 2 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Award and screen. The Supplemental Funding Request link is circled. Click 3. (Figure 3). Supplemental Funding Request (Figure 2). The List of Current Awards screen displays 615

616 FastLane Help 3 List of Current Awards screen. The Prepare Figure Supplemental Funding Request button is circled. the award for which you want 4. Highlight edit a Supplemental Funding Request (Figure 3). to The 5. Click the Prepare Supplemental Funding Request button (Figure 3). Supplemental Request for Funding screen displays (Figure 4). Figure 4 Request for Supplemental Funding screen. The Edit button is circled. 6. edit (Figure 4). Highlight the Supplemental Funding Request you want to (Figure 5). 7. Click the Edit button (Figure 4). The Form Preparation screen displays 616

617 FastLane Help 5 Form screen. Figure Preparation 8. Edit the forms as you require: • Summary of Proposed Work • (Including Justification) Budgets • - Co - PI Senior Personnel Add/Delete Non • Justification for Supplement • Supplementary Documents • End Date (if applicable) Revised form.) (Click on a form above for instructions on completing that Allow or Remove SPO Access to Supplemental Funding Request Allow or Remove SPO/AOR Access to a Supplemental Funding Request Page 1. On the FastLane Home The screen, log in to Proposals, Awards, and Status as a PI (see PI Login ). (Co Principal Investigator (PI)/Co - Principal Investigator - PI) Management screen displays (Figure 1). 617

618 FastLane Help 1 Principal Investigator (PI)/Co - Investigator (Co - PI) Management screen. Figure Principal Award and Reporting The Functions link is circled. Principal Award and Reporting Functions (Figure 1). The 2. Click Investigator (PI)/Co - Principal 2). Investigator (Co - PI) Management Award and Reporting Functions screen displays (Figure (PI)/Co Figure 2 Principal Investigator - Principal Investigator (Co - PI) Management Award and Reporting Supplemental screen. The circled. Funding Request link is List 3. Click Supplemental Funding Request (Figure 2). The of Current Awards screen displays (Figure 3). 618

619 FastLane Help 3 List of Current Awards screen. The Prepare Supplemental Funding Request button is Figure circled. Highlight the award for which you want to 4. give the SPO access to a Supplemental Funding Request (Figure 3). 5. Click the Prepare Supplemental Funding Request button (Figure 3). The Request for Supplemental displays (Figure 4). Funding screen 4 Supplemental Funding Request screen. The Allow Figure SPO Access button is circled. to (Figure 4). 6. Highlight the Supplemental Funding Request that you want give the SPO access to Access 7. Click the Allow SPO Access button (Figure 4). The Sponsored Project Office (SPO) Control screen displays (Figure 5) with these control options: • Allow SPO to view proposal view • Allow SPO to l and edit proposa view, edit, • AOR to Allow and submit proposal (Click on a link above for instructions for that option.) Figure 5 Sponsored Project Office (SPO) Access Control screen. Request Allow or Remove SPO/AOR Access to a Supplemental Funding 619

620 FastLane Help On the FastLane Home Page screen, log in to Proposals, Awards, and Status as a 1. PI (see PI Login ). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) screen displays (Figure 1). Management The Management screen. Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Award Reporting Functions and link is circled. Investigator 2. Click Award and Reporting Functions (Figure 1). The Principal Principal Investigator (PI)/Co - Reporting (Co - PI) Management Award and 2). Functions screen displays (Figure 620

621 FastLane Help 2 Principal Investigator (PI)/Co - Principal Figure Investigator (Co - PI) Management Award and Reporting The Supplemental Funding screen. is circled. Request link Supplemental Funding Request (Figure 2). The List of 3. Click Awards screen displays (Figure 3). Current is Figure 3 List of Current Awards screen. The Prepare Supplemental Funding Request button circled. a 4. Highlight the award for which you want to give the SPO access to Supplemental Funding Request (Figure 3). 5. Click the Prepare Supplemental Funding Request button (Figure 3). The Request for Supplemental displays (Figure 4). Funding screen 621

622 FastLane Help Supplemental Funding Request screen. The Allow SPO 4 Access button is circled. Figure Highlight the Supplemental Funding Request that you want to give the SPO access to (Figure 4). 6. 7. Click the Allow SPO Access button (Figure 4). The Sponsored Project Office (SPO) Control screen Access displays (Figure 5) with these control options: • to Allow view proposal SPO l proposa and • Allow SPO to view edit view, edit, • AOR to Allow and submit proposal (Click on a link above for instructions for that option.) Figure 5 Sponsored Project Office (SPO) Access Control screen. View Allow SPO to Request But Not Submit a Supplemental Funding Access screen Access the Sponsored Project Office (SPO) 1. Control (Figure 1) (see Allow or Remove SPO ). Access to a Supplemental Funding Request 622

623 FastLane Help SPO 1 Access Control screen. The Go button for Allow Sponsored Project Office to Only View Figure Not Submit is circled. Proposal But On 2. the Sponsored Project Office (SPO) Access Control screen (Figure 1), click the Go button for Allow SPO Only View to Proposal But Not Submit. A screen displays (Figure 2) with a message that the SPO can now view but not edit or submit the Supplemental Funding Request. 2 Screen with the message that the SPO can Figure now view but not edit or submit the Supplemental Funding Request. displays. 3. Click the OK button (Figure 2). The Request for Supplemental Funding screen a to View and Edit But Not Submit SPO Supplemental Funding Request Allow Access the Sponsored Project Office (SPO) Access Control screen 1. (Figure 1) (see Allow or Remove SPO Supplemental Funding Request Access to a ). Figure 1 Sponsored Project Office (SPO) Access Control screen. 2. SPO On the Sponsored Project Office (SPO) Access Control screen (Figure 1), click the Go button for Allow (Figure 2) with View and Edit But Not Submit Proposal. A to screen displays a message that the SPO can now Supplemental Funding Request. view and edit but not submit the 623

624 FastLane Help can 2 with the message that the SPO Screen now view and edit the proposal. Figure Click the OK button (Figure 2). 3. The Request for Supplemental Funding screen displays. AOR to View, Edit, and Submit Allow a Supplemental Funding Request Access the Sponsored Project Office 1. Access Control screen (Figure 1) (see Allow or Remove SPO (SPO) Access to a Supplemental Funding Request ). 1 Sponsored Project Office Figure Control screen. (SPO) Access On the Sponsored Project Office (SPO) Access Control screen (Figure 1), 2. click the Go button for Allow AOR to and Submit Proposal. A screen displays (Figure View, Edit, a who 2) with message that the AOR now has full access to the request. The screen also lists the individuals new access will from FastLane on the request’s receive emails status. Figure 2 Screen with the message that the AOR now has full access to the Supplemental Funding access. Request and with the list of people NSF will notify of the AOR’s is The OK button circled. 3. Click the OK button (Figure 2). The Supplemental Funding screen displays. Request for Remove SPO/AOR Access to a Supplemental Funding Request Access the Sponsored Research Office 1. (SPO)/AOR Access Control screen (Figure Supplemental Funding Request ). 1) (see Allow or Remove SPO Access to a 624

625 FastLane Help Control screen. Sponsored Project Office (SPO) Access 1 Figure On the Sponsored Project Office (SPO) Access 2. Control screen (Figure 1), click the Go button for Remove All to This Proposal. A screen SPO Access (Figure 2) with the message that SPO access to the request is displays blocked. 2 Screen with the message Figure access to the request is blocked. that SPO displays. 3. Click the OK button (Figure 2). The Request for Supplemental Funding screen Print a Supplemental Funding Request 1. On the FastLane Home Page screen, log in to Proposals, Awards, PI and Status as a PI (see Login ). The Management Principal Investigator (PI)/Co - Principal Investigator (Co - PI) screen displays (Figure 1). Management screen. The Figure 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) 625

626 FastLane Help Reporting Functions link is circled. Award and Click Award and Reporting Functions (Figure 1). The Principal Investigator 2. - Principal Investigator (PI)/Co (Co PI) Management Award and Reporting Functions - displays (Figure 2). screen Reporting (Co Figure 2 Principal Investigator (PI)/Co - Principal Investigator - PI) Management Award and screen. Supplemental Funding Request link The is circled. Click Supplemental Funding Request screen (Figure 2). The List of Current Awards 3. displays (Figure 3). is Figure 3 List of Current Awards screen. The Prepare Supplemental Funding Request button circled. 626

627 FastLane Help Highlight the award for which you want to print a Supplementary Funding Request (Figure 3). 4. the Prepare Supplemental Funding Request button Click The Request for Supplemental 5. (Figure 3). Funding screen displays (Figure 4). 4 Request for Supplemental Funding screen. The Print button Figure is circled. you want the Supplemental Funding Request 6. Highlight to print (Figure 4). button (Figure 5). 7. Click the Print (Figure 4). The Print Menu screen displays 5 Print Menu screen. The Go button for Print Entire Proposal is circled. Figure 8. Click the Go button for Print Entire Proposal (Figure 5). The Supplemental Funding Request displays in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . Request. 9. Click the Print icon in the top left of the PDF screen to print the Supplemental Funding 627

628 FastLane Help a Supplemental Delete Request Funding Awards, Principal 1. On the FastLane Home Page screen, log in to Proposals, The and Status as a PI (see PI Login ). - PI) Investigator (PI)/Co - Principal Investigator (Co (Figure 1). Management screen displays 628

629 FastLane Help Investigator Principal Investigator (PI)/Co - Principal 1 (Co - PI) Management screen. The Award Figure Reporting Functions link and is circled. Investigator lick Award and Reporting Functions (Figure 1). The Principal 2. C (PI)/Co - Principal Investigator (Co - PI) 2). Management Award and Reporting Functions screen displays (Figure - Figure 2 Principal Investigator (PI)/Co Principal Investigator (Co - PI) Management Award and Reporting Funding screen. The Supplemental circled. Request link is List 3. Click Supplemental Funding Request (Figure 2). The (Figure 3). of Current Awards screen displays 629

630 FastLane Help Figure List of Current Awards screen. The Prepare Supplemental Funding Request button is 3 circled. to Highlight the award for which you 4. delete a Supplemental Funding Request (Figure 3). want Click the Prepare Supplemental Funding Request 5. (Figure 3). The Request for Supplemental button Funding screen displays (Figure 4). 4 Request for Supplemental Funding screen. The Delete button Figure is circled. you want the Supplemental Funding Request 6. Highlight to delete (Figure 4). (Figure 5) with confirm that you 7. Click the Delete button (Figure 4). A screen displays to a message for you request. want delete the to Figure 5 Screen with a message for you to confirm that you want to delete the request. message that 8. Click the OK button (Figure 5). A screen displays (Figure 6) with a the Supplemental Funding Request has been deleted. Figure 6 Screen with the message that the Supplemental Funding Request has been deleted. Click the OK button. The Request for 9. Supplemental Funding screen displays (Figure 4). Functions SPO 630

631 FastLane Help Request a Supplemental Funding Work on as an SPO 1. On the FastLane Home Page screen, log in to Research Administration as an SPO (see SPO Login ). The (Figure 1). Research Administration screen displays Updates/Withdrawals Figure 1 Research Administration screen. The Proposals/Supplements/File link is circled. 2. Click Proposals/Supplements/File Updates/Withdrawals (Figure 1). The Proposals/Supplements/File Updates/Withdrawals screen displays on the Documents in Progress tab (Figure 2) all your with a listing of Supplements organization’s documents in progress. Supplemental Funding Requests are categorized as in the Type column. Progress Figure 2 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in 631

632 FastLane Help tab. award number for a Supplemental Funding Request is circled. The Proposals, the Type column heading to group 3. the Supplemental Funding Requests. On the Click all screen, you have these options: Supplements/File Updates/Withdrawals Funding a Supplementary Request • Check • Edit a Supplementary Funding Request • View/Print a Supplementary Funding Request Request to Supplementary Funding a the PI • Return Submit a Supplementary Funding Request to NSF (AOR • only) • Withdraw a Supplementary Funding Request from NSF only) (Click on a link (AOR that option.) instructions for above for Request a Supplemental Funding Work on as an SPO 1. On the FastLane Home Page screen, log in to Research Administration as an SPO (see SPO Login ). The displays Research Administration screen (Figure 1). Research Figure 1 Updates/Withdrawals Administration screen. The Proposals/Supplements/File link is circled. 2. Click Proposals/Supplements/File Updates/Withdrawals (Figure 1). The Proposals/Supplements/File Progress Updates/Withdrawals screen displays on the Documents in tab (Figure 2) with a listing of all your organization’s documents in progress. Supplemental Funding Requests are categorized as Supplements in the column. Type 632

633 FastLane Help 2 Updates/Withdrawals screen on the Proposals/Supplements/File Documents in Progress Figure tab. award number for a Supplemental Funding Request is circled. The Click the Type column heading to group 3. the Supplemental Funding Requests. On the Proposals, all Supplements/File Updates/Withdrawals screen, you have these options: a Supplementary Funding Request • Check a • Supplementary Funding Request Edit • View/Print a Supplementary Funding Request • Return a PI Supplementary Funding Request to the Funding • a Supplementary Submit Request to NSF (AOR only) • Withdraw a Supplementary Funding Request from NSF (AOR only) Funding Check a Supplemental Request Proposals/Supplements/File 1. Access the Updates/Withdrawals screen on the Documents in Progress tab (Figure 1) Work on a Supplemental Funding (see Request ). 1 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress Figure circled. tab. The Check link is 633

634 FastLane Help On the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 2. click on the row for the Supplement Funding Request you want to check. The Proposals 1), Check of proposal items screen is with a list that have not been completed. Errors/Warnings displayed Figure Proposals Errors/Warnings screen. 2 Click the Return 3. To List link (Figure 2). The Proposals/Supplements/File Updates/Withdrawals screen displays on the Documents in Progress tab (Figure 1). SPO/AOR Edit a Supplemental Funding Request as an 1. the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab Access (see Work on a ). Supplemental Funding Request (Figure 1) 1 Proposals/Supplements/File Updates/Withdrawals Figure on the Documents in screen Progress tab. The Edit link is circled. 2. On the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1), click Edit on the row for the Supplemental Funding Request you want to edit. The Form Request: Preparation screen displays (Figure 2) with the forms for editing a Supplemental Funding 634

635 FastLane Help • of Proposed Work Summary Budgets (Including Justification) • Add/Delete Non - Co - PI Senior Personnel • Justification for Supplement • Supplementary Documents • Revised • Date (if applicable) End on (Click a form link for instructions on completing that form.) 2 Form screen. Figure Preparation a Supplemental Funding View/Print Request Updates/Withdrawals the Proposals/Supplements/File 1. Access screen on the Funding Request Documents in ). Progress tab (Figure 1) See Work on a Supplemental 1 Proposals/Supplements/File Updates/Withdrawals Figure on the Documents in screen Progress tab. The award number for a Supplemental Funding Request is circled. 2. tab On the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress on the row for Supplemental Funding Request you want 1), click the award number (Figure the to view. (Figure 2). The View Proposal screen displays 635

636 FastLane Help Print Entire 2 Proposal screen. The Go button for View Proposal is circled. Figure Click the Go button for 3. any form to view that form (Figure 2). print the entire Supplemental Funding Request, on the View Proposal To screen, click the Go button 4. 2) for Print the (Figure Entire Proposal. FastLane concatenates the forms and displays the Supplemental Funding Request in PDF format. If you need Adobe Reader, see Adobe Reader for FastLane . the PDF screen, click 5. Printer icon in the upper On left of the screen. The Supplemental the Funding Request prints in PDF format. Proposal 6. Click the browser back button to return to the View 2). screen (Figure Submit a Supplemental Funding Request (AOR only) Access 1. the Proposals/Supplements/File Updates/Withdrawals screen (Figure 1) (see Work on a Supplemental Funding Request ). Figure 1 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in link Progress tab. The Submit is circled. the 2. On tab Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress (Figure 1), click Submit on the row for the Supplemental Funding Request that you want to submit to NSF. The displays Proposals Errors/Warnings screen (Figure 2) with the Cover Sheet for the request (Figure 2) (Figure 3). and the Debarment and Suspension Certification section 636

637 FastLane Help 2 Upper portion of the Proposal Errors/Warnings screen with links to the rest of Figure screen. the 3 Debarment and Suspension Certification section Figure of the Proposal Errors/Warnings screen. the 3. In the Debarment and Suspension section of the Proposal Errors/Warnings screen (Figure 3), click or button for Yes or No if there are any debarments radio suspensions of you or of your organization from transactions with federal agencies. box under 4. If you answered Yes, in the text explanation. the radio buttons (Figure 3), type an In the Institution Information section 5. of the Proposal Errors/Warnings screen (Figure 4), check the organization. accuracy of the information for your 637

638 FastLane Help 4 Institution Information section of the Proposal Errors/Warnings screen. Figure The Sign and Submit is circled. button 6. At the bottom of the Proposal Errors/Warnings screen (Figure 4), click the Sign and Submit button. The displays Proposal Submission Confirmation screen (Figure 5) with a message that the Supplemental for the Funding Request has been successfully submitted to NSF. It also displays the official NSF number Funding Request. Supplemental Figure 5 Proposal Submission Confirmation screen with the message that the Supplemental Funding Supplemental Request has been submitted to NSF and with the NSF number for the Request. Funding Return a Supplemental Funding Request to the PI 1. Updates/Withdrawals Access the Proposals/Supplements/File screen on the Documents in Progress ). tab (Figure 1) (see Work on a Supplemental Funding Request 638

639 FastLane Help 1 Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Figure Progress tab. Return to PI The is circled. button 2. On the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab the (Figure 1), Return to PI on the row for click Supplemental Funding Request that you want to return to PI. A screen displays (Figure 2) with a message for you to confirm that you want to return the the the PI. to Supplemental Funding Request to the PI and a text box for a note Figure 2 Screen with a message for you to confirm that you want to return the Supplemental Funding the Request to the PI and a text box for you to type a note to circled. PI. The OK button is In the text box (Figure 2), type 3. a note of explanation to the PI (optional). 4. OK Click the button (Figure 2). A screen displays (Figure 3) with the message that the Supplemental Funding Request has been returned to the PI. 639

640 FastLane Help 3 Screen with the message that the Supplementing Funding Request has been returned to the Figure The OK button is circled. PI. Click the OK button (Figure 3). The 5. Proposals/Supplements/File Updates/Withdrawals screen displays on Documents in Progress tab (Figure 1). the Withdraw Supplemental Funding Request (AOR only) a on the 1. the Proposals/Supplements/File Updates/Withdrawals Documents in Progress tab (Figure Access Funding Request 1) (see Work on ). a Supplemental Figure 1 Proposals/Supplements/File Updates/Withdrawals on the Documents in Progress tab. The Submitted Documents tab is circled. tab 2. On the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress Documents the Submitted click tab. The Proposals/Supplements/File (Figure 1), Updates/Withdrawals screen displays on the Submitted Documents tab (Figure 2). Figure 2 Proposals/Supplements/File Submitted screen on the Updates/Withdrawals circled. Documents tab. The Withdraw link is 640

641 FastLane Help Withdraw (Figure 2) on the row for the Supplemental Funding Request you want to Click withdraw. The 3. screen displays (Figure 3). Proposal Withdrawal 3 Proposal Withdrawal screen with Figure the Rationale for Withdrawal text box. The Submit button is circled. Under 4. Wiithdrawal Type (Figure 3), click the radio button for Funding Elsewhere or Other. for for 5. In the Rationale Withdrawal text box (Figure 3), type or copy and paste a detailed reason or reasons withdrawing the Supplementary Funding Request. screen 6. Click the Submit button (Figure 3). The Proposal Withdrawal (Figure displays to with a message for you 4) confirm that you want to withdraw the Supplemental Funding NSF. Request from 641

642 FastLane Help 4 Proposal Withdrawal screen with a message for you to Figure confirm that you Funding Request. The OK button Supplemental is circled. want to withdraw the Click the 7. button (Figure 4). The Proposal Withdrawal Successful screen displays (Figure 5) with the OK message that the Supplemental Funding Request has been withdrawn from NSF consideration. Figure 5 Withdrawal Successful screen. Proposal The 8. Click the Return to SPO Submission button (Figure 5). Proposals/Supplements/File Updates/Withdrawals on the Submitted Documents screen displays tab (Figure 1). Forms for a Supplemental Funding Request Introduction The Supplementary Funding Request has the following forms for completion: Work • Summary of Proposed (required) • Justification) (required) Budgets (Including • Add/Delete Senior Personnel • Justification for Supplement (required) Supplementary • Documents • Revised End Date Request Summary of Proposed Work for a Supplemental Funding 642

643 FastLane Help the Form Preparation screen (Figure 1) (see Prepare a Supplementary Funding Request Access or Edit a 1. Request as an SPO/AOR ). Funding Supplementary 1 Form Preparation screen. The Go button for Figure of Proposed Work is circled. Summary Summary the Form Preparation screen (Figure 1), click the Go button for 2. On of Proposed Work. The of Proposed Work screen Summary (Figure 2) displays circled. Figure 2 Summary of Proposed Work screen. The Save Text button is You have these options: • Work in the text box Enter the Summary of Proposed • Upload the Summary of Proposed Work in the Summary of Proposed Work Enter the Text Box screen 1. On the Summary of Proposed Work (Figure 2) in the Summary of Proposed Work box, type in or copy the Summary and paste of Proposed Work. 2. Click the Save of Text button (Figure 2). A screen displays (Figure 3) with a message that the Summary is saved. Proposed Work 643

644 FastLane Help 3 Screen with the message that the Figure Summary of Proposed Work is saved. 3. Click the OK button (Figure 3). The Form Preparation screen displays (Figure 1). Upload the Summary of Work Proposed On the Summary of Proposed Work (Figure 4), click the Transfer File button. The Summary of Proposed screen directions. Work File Upload screen displays (Figure 5). See Upload a File for Figure 4 Summary of Proposed Work screen. The Transfer File button is circled. Figure 5 Summary of Proposed Work File Upload screen. of Proposed If a Summary already been Work has uploaded, when you click the Go button for Summary of Proposed Work on the Form Preparation screen, the Summary of Proposed File Upload screen displays (Figure 6) with these options: Work • Display Current Summary of Proposed 644

645 FastLane Help • Summary of Proposed Work Delete Current Upload New Summary of Proposed Work (This option automatically replaces a the already • file.) uploaded 6 Summary of Proposed Work File Figure Upload screen with the options to view and delete the Work. uploaded Summary of Proposed Proposed Current Summary of Work Display the Display Current Summary of Proposed Work button (Figure 6). The previously uploaded Click Summary of Proposed Work displays in PDF format. If you need to download Adobe Reader, see Adobe Reader for . FastLane Proposed Current Summary of Delete Work Click the Delete Current Summary of Proposed Work button (Figure 6). A screen displays with the 1. message for to confirm that you want to delete the file. you the OK button. The 2. Form Preparation screen displays. Click Upload a New Summary Proposed Work of the Follow the directions in Upload a File . Uploading a new Summary of Proposed Work automatically replaces previously uploaded file. in a Summary of Proposed New the Text Box Enter Work a Summary of Proposed Work has already been uploaded and you want to enter a new Summary of Proposed If in the text box, do the following: Work Work the Delete 1. Summary of Proposed Click button (Figure 6). A screen displays with a Current message for you to confirm that you want to delete the file. button. 2. Click the OK The Summary of Proposed Work File Upload screen displays. 3. Return to the Form Preparation screen. 4. Click the Go button for Summary of Proposed Work. The Summary of Proposed Work screen redisplays with the text box. See of Proposed Work in the Text Box . Enter the Summary a (Including Justification) for Budgets Supplemental Funding Request a 1. Access the Form Preparation screen (Figure 1) (see Prepare a Supplementary Funding Request or Edit 645

646 FastLane Help ). Request as an SPO/AOR Funding Supplementary 1 Form Preparation screen. The Go button for Budgets (Including Justification) Figure is circled. 1), On the Form Preparation screen (Figure 2. click the Go button for Budgets (Including Justification). The Budget, Step 2 Project Budget screen displays (Figure 2). See Budgets (Including Justification) and Create a for subawardee organization. instructions on how complete a budget for the Figure 2 Project Budget screen. a Supplemental Add/Delete Non - Co - PI Senior Personnel for Request Funding 1. Access the Form Preparation screen (Figure 1) (see a Prepare Supplementary Funding Request or Edit a ). Supplementary Funding Request as an SPO/AOR 646

647 FastLane Help 1 Form Preparation screen. The Go button for Figure Non - Co - PI Senior Personnel is Add/Delete circled. On the Form Preparation screen 2. (Figure 1), click the Go button for Add/Delete Non - Co - PI Senior Personnel. Add/Delete Non - Co - Principal Investigator (Co The PI) Senior Personnel Assigned to Proposal - the screen displays (Figure 2). See Add/Delete Non - Co - PI Senior Personnel for instructions on completing form. - 2 Add/Delete Non - Co Principal Figure Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. Request Justification for a Supplemental Funding 1. Access the Form Preparation screen (Figure 1) (see Prepare a Supplementary Funding Request or Edit a as an SPO/AOR Supplementary Funding Request ). 647

648 FastLane Help 1 Form Preparation screen. The Go button Figure Justification for Supplement is circled. for On the Form Preparation screen (Figure 1), click the Go 2. button for Justification for Supplement. The Justification for Supplement screen displays (Figure 2). 2 Justification for Supplement screen. The Save Figure button is circled. Text You have these options: the text • Enter the Justification for Supplement in box • the Justification Upload for Supplement Enter the Justification for Supplement in the Text Box Justification 1. On the Justification for Supplement screen (Figure 2), type in or copy and paste the for Supplement in the Justification for Supplement box. 2. Click the Save Text button (Figure 2). A screen displays (Figure 3) with a message that the Justification for saved. Supplement data is 648

649 FastLane Help Figure Screen with a message that the Justification for Supplement is saved. 3 3. the OK button (Figure 3). The Form Preparation Click screen displays (Figure 1). for Supplement Upload the Justification On the Justification for Supplement screen (Figure 4), click the Transfer File button. The Justification for Supplement File Upload screen displays (Figure 5). See Upload File for directions. a circled. Figure 4 Justification for Supplement screen. The Transfer File button is Figure 5 Justification for Supplement File Upload screen. If a Justification for Supplement has already been uploaded, when you click the Go button for Justification for the Supplement on the Form Preparation screen, (Figure 6) Summary of Proposed File Upload screen displays with these options: • Display Current Justification for Supplement • Delete Current Justification for Supplement Supplement • Upload a New Justification for (This option automatically replaces the already file.) uploaded 649

650 FastLane Help delete 6 for Supplement File Upload screen with options to view and Justification the uploaded Figure Justification. Justification for Display Supplement Current the Display Current Justification Click Supplement button (Figure 6).The previously uploaded Justification for displays in PDF format. If you need to download Adobe Reader, Supplement see Adobe Reader for FastLane . for Current Justification for Supplement Delete Click the 1. Current Justification for Supplement button (Figure 6). A screen displays with the Delete message for you to confirm that you want to delete the file. the OK button. The Form Preparation screen displays. 2. Click a New Justification for Supplement Upload new the Follow in Upload a File . Uploading a Justification for Supplement automatically replaces the directions previously uploaded file. Text Box the Enter a New Justification for Supplement in a Justification for Supplement has already been uploaded and you want to enter a new Justification for If text box, Supplement in the the following: do 1. Click the Delete Current Justification for Supplement button (Figure 6). A screen displays with a message for you to confirm that you want to delete the file. displays. 2. Click the OK button. The Justification for Supplement File Upload screen 3. Return to the Form Preparation screen. 4. Click the Go button for Justification for Supplement. The Justification for Supplement screen redisplays with the text box. See Enter the Justification for Supplement in the Text Box . Other Supplementary Documents for a Funding Request Supplemental 1. Access the Form Preparation screen (Figure 1) (see Prepare a Supplementary Funding Request or Edit a ). Supplementary Funding Request as an SPO/AOR 650

651 FastLane Help for 1 Form Preparation screen. The Go button Figure Other Supplementary Docs is circled. On the PI Transfer Form Preparation screen (Figure 1), click the Go button for Other 2. Supplementary Docs. The Supplementary Docs screen displays (Figure 2). You have two options on this screen: Other • Other Supplementary Documents in the text box Enter • Other Supplementary Upload Documents circled. 2 Figure Supplementary Docs screen. The Save Text button is in Other Supplementary Documents the Text Box Enter copy Type in or box and paste the Other Supplementary Document in the text 1. (Figure 2). Text 2. Click the Save button (Figure 2). A screen displays (Figure 3) with the message that the Other Supplementary Document data is saved. saved. Figure 3 Screen with the message that the Other Supplementary Document text has been 651

652 FastLane Help Click the OK button (Figure 2). The Form Preparation screen displays. 4. Upload Other Supplementary Documents 1. On the Other Supplementary Docs screen (Figure 4), click the Transfer File button. The Other (Figure 5). Supplementary Document File Upload screen displays directions. See Upload a File for Figure 4 Other Supplementary Docs screen. The Transfer File button is circled. 5 Figure screen. Supplementary Documents File Upload the Once the Supplementary Document has been uploaded, Supplementary Document File Upload screen in Figure 6. displays as 652

653 FastLane Help 6 Document File Upload screen after a file has Supplementary been uploaded. Figure screen gives you these options: This Display Current Supplementary Docs • Supplementary Docs • Delete Current Upload a Supplementary Document • Uploading a new Supplementary Document will not result in deleting a Note: previously uploaded file. Display Current Supplementary Docs screen the Supplementary Document File Upload On (Figure 6), highlight the Supplementary 1. to view in the list. Document you want the Display Current Supplementary Docs button (Figure 2. 6). The file displays in PDF format. If you Click . FastLane need to download Adobe Reader, see Adobe Reader for Current Supplementary Docs Delete On the Supplementary Document File Upload screen (Figure 6), highlight the Supplementary 1. to Document you want the list. delete in 2. Click the Delete Current Supplementary Docs button (Figure 6). A screen displays asking you to confirm that you want to delete the file. 3. the OK button. The Form Preparation screen Click displays. Upload a Supplementary Document Follow the directions in Upload a File . Uploading a new file will not replace any previously uploaded files. Text Box Enter a New Supplementary Document in the 653

654 FastLane Help a Supplementary Document has already been uploaded and you want to write a new Supplementary Document If do the box , text the following: in On the Supplementary Document File Upload screen (Figure 6), click 1. the Delete Current Project A screen displays with a message for button. you to confirm that you want to delete the Summary file. 2. Click the OK button. The Supplementary Docs File Upload screen displays (Figure 6). the Form Preparation screen. 3. Return to Click the Go button next to Other Supplementary Docs. The Other Supplementary Docs 4. screen displays with the text box. See Enter the Other in the Text Box . Supplementary Document Request Revised End Date for Supplemental Funding 1. Access the Form Preparation screen (Figure 1) (see Prepare a Supplementary Funding Request or Edit a Supplementary Funding Request as an SPO/AOR ). Figure 1 Form Preparation screen. The Go button for Revised End Date is circled. On 2. the Form Preparation screen (Figure 1), click the Go button for Revised End Date. The screen displays revised (Figure 2) for to enter the you expiration date. Figure 2 Screen for entering the proposed additional duration of the award. of the 3. In the Proposed Additional Duration box (Figure 2), type the number of months for an extension 654

655 FastLane Help award. 4. Click the OK button (Figure 2). The screen displays again with the number typed. you to 5. Click the browser back button return to the Form Preparation screen (Figure 1). 655

656 FastLane Help 656

657 FastLane Help PI Functions Principal Investigator Functions Introduction Functions book. of the PI Print the contents a Principal Investigator (PI), you are the individual designated by the grantee As approved by NSF who is and project’s scientific a technical direction. responsible for or are designated as a PI with NSF You Project Office (SPO) representative of your organization when the Sponsored adds you as a FastLane user and marks the check mark box indicating that you are a PI. As a PI, you work in the Proposals, Awards, and Status on four types of activities: module (Figure 1) before • Managing participation on a project , award and after • Preparing, checking, and updating proposals • Communicating with NSF on the project post - award • Updating NSF on your PI information and status and Figure 1 FastLane Home Page screen. The Proposals, Awards, and Status link is circled. PIs, Co - PIs, Other Authorized Users work in this module. Principal Investigator Functions Introduction Print the contents of the PI Functions book. a Principal Investigator (PI), you are the individual designated As by the grantee and approved by NSF who is technical direction. responsible for a project’s scientific or 657

658 FastLane Help You as a PI with NSF when the Sponsored Project Office (SPO) representative of your organization are designated you box as a FastLane user and marks the check mark indicating that you are a PI. adds on PI, you work in the Proposals, Awards, and Status module (Figure 1) a four types of activities: As Managing participation on a project , before and • award after • Preparing, checking, and updating proposals Communicating with NSF on the project post - award • and status on your PI information • Updating NSF 1 FastLane Home Page Figure screen. The Proposals, Awards, and Status link is circled. PIs, Co - PIs, and Other Authorized Users work in this module. Prepare and Update Proposals prepare In the Proposals, Awards, and Status module, you In a proposal and communicate with NSF about it. pre associated with a proposal, the PI can do the following: award work - Create a Letter of Intent • Prepare a proposal • • or remove SPO/AOR access to a proposal Allow a a Proposal File update for Initiate submitted proposal • • Check the status of a proposal the • View ad hoc and/or panel reviews of a proposal • a revised submitted proposal budget Initiate an Communicate NSF on Awarded with Project Once NSF has granted an award to your project, you can report on your project and communicate with NSF. In following: post - award work associated with a project, you can do the 658

659 FastLane Help • a notification or request Prepare Prepare • Supplemental Funding Request a continuation funding Check the status of • and print the award documents , including viewing a cooperative agreement • View Participation on a Project Manage a Project Participation Introduction Manage on PI for a project manages the participation of The others on a proposal or a project both before and after award. For Proposed Projects (OAUs) coordinates the participation of Co - PIs, Non - Co - PI Senior Personnel, and Other Authorized Users PI on a The PI can do the following The to manage participation on a proposal: project. • Add a Co - PI to a proposal or remove a Co - PI from a proposal • Create a proposal PIN to enable an OAU to work on the proposal or delete non - Co - PI Senior Personnel as part of any of the following: • Add of Intent - Letter Proposal - Revised - Budget Submitted Proposal File Update - PI is also The responsible for enabling a Senior Person to work on a proposal. To enable a Senior Person to work on a communicate to the individual the following information: proposal, • Proposal PIN • Proposal Number For Awarded Projects - The PI coordinates the participation of Co - PIs, Non that NSF has Co - PI Senior Personnel, and OAUs on a project awarded. The PI do the following to manage participation in a project: can on Add change Co - PIs or a project • Withdraw a Co - PI from • project a or change the award PIN to enable an OAU to work Assign on a project report • delete non or • - Co - PI Senior Personnel as part of any of the following: Add - Addition of Subaward Request PI Transfer Request - Supplemental Funding Request - project report, enable Senior To to work on a a communicate to the individual the following: Person • Award PIN • Award Number Manage Participation on a Project Introduction The PI for a project manages the participation of others on a proposal or a project both before and after award. For Proposed Projects Proposed Manage for a Participation Project The PI coordinates the participation of Co - PIs, Non - Co - PI Senior Personnel, and Other Authorized Users (OAUs) on following a The PI can do the to manage participation on a proposal: project. • Add a Co - PI to a proposal or remove a Co - PI from a proposal the proposal • Create a proposal PIN to enable an OAU to work on 659

660 FastLane Help • or delete non - Co - PI Senior Personnel as part of a: Add A of Letter Intent - A proposal - A Revised - Submitted Budget A Proposal File Update - PI is also responsible for enabling a Senior Person to work on The a proposal. To enable a Senior Person to work on a communicate to the individual the following information: proposal, • Proposal PIN • Proposal Number a Co - PI to a Proposal Add a Before adding Co - PI to a proposal, the individual must be registered with NSF as a PI. Senior may only You add four Co - PIs to a proposal. You may add other individuals to the project as Non - Co - PI Personnel (see or Delete Add Senior Personnel). Use the General Log In procedure to log in to the system. PI) The Principal Investigator (PI)/Co - Principal Investigator (Co - 1. Management screen displays (Figure 1). Figure Management screen. 1 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) is The link Proposal Functions circled. Functions 2. Click Proposal (Figure 1). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 2). Management Proposal Functions screen displays 660

661 FastLane Help 2 Principal Investigator (PI)/Co Figure Principal Investigator (Co - PI) Management Proposal Functions - screen. The Proposal Preparation link circled. is The 3. Click Proposal Preparation (Figure 2). screen Principal Investigator (PI) Information (Figure 3). displays 661

662 FastLane Help circled. Figure 3 Principal Investigator (PI) Information screen. The Prepare Proposal button is button 4. Click the Prepare Proposal (Figure 4). (Figure 3). The Proposal Actions screen displays 662

663 FastLane Help 4 Proposal Actions screen. The Edit button is circled. Figure 5. Highlight the number of the proposal (Figure 4) you want add a Co - PI to. to (Figure 5). 6. Click the Edit button (Figure 4). The Form Preparation screen displays Figure 5 Form Preparation screen. button for 7. Click the Go Form Cover Sheet (Figure 5). The Cover Sheet Components 6). screen displays (Figure 663

664 FastLane Help 6 Cover Figure Form screen. Sheet Components Click the Go button for Remainder 8. of the Cover Sheet (Figure 6). The Remainder of the Cover Sheet screen displays (Figure 7). portion is Figure 7 Upper of the Remainder of the Cover Sheet screen. The Co - PI Information link circled. (Figure 7). The 9. Click Co - PI Information at the top of the screen PI) Co - Principal Investigator (Co - (Figure 8). Information section displays 664

665 FastLane Help 8 - Principal Investigator (Co - PI) Information section of Co the Remainder of the Cover Sheet screen. Figure In 10. the NSF ID/Email box (Figure 8), type the NSF ID or email address of the Co - PI you want to add to the (Repeat to add up proposal. four Co - PIs to a proposal.) to 11. Click the OK button at the bottom of the screen (Figure 9). A screen displays (Figure confirmation that the 10) Cover Sheet has been saved, including the with addition of the Co - PI to the proposal. circled. Figure 9 Lower portion of the Remainder of the Cover Sheet screen. The OK button is Figure 10 Screen with confirmation that the information on the Cover Sheet is saved. This includes the - addition of the Co PI to the proposal. (Figure 5). 12. Click the OK button (Figure 10). The Form Preparation screen displays Senior Add a Non - Co - PI Person to a Proposal Senior You may add as many non - Co - PI Personnel as you require to a proposal. 1. On the FastLane Home Page screen (Figure 1), click Proposals, Awards, and Status . The Proposals, (Figure 2). Awards, and Status screen displays 665

666 FastLane Help Figure 1 FastLane Home Page circled. screen. The Proposals, Awards, and Status link is 666

667 FastLane Help PI Log Proposals, Awards, and Status screen. The PI/Co - 2 In area is circled. Figure In the PI/Co - PI 2. (Figure 1), type the following: section • Your last name National Science Foundation Identification • (NSF ID) Your number • Your password (Figure 2). PI) 3. Click the Log In button - The Principal Investigator (PI)/Co - Principal Investigator (Co screen displays (Figure 3). Management Figure 3 Principal The Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen. is Proposal Functions link circled. Principal 4. Click Proposal Functions (Figure 3). The Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 4). Management Proposal Functions screen displays 667

668 FastLane Help Figure 4 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions screen. The Proposal Preparation link is circled. screen 5. Click Proposal Preparation (Figure 4). The Principal Investigator (PI) Information displays (Figure 5). button Figure 5 Principal Investigator (PI) Information screen. The Prepare Proposal circled. is (Figure 6). 6. Click the Prepare Proposal button (Figure 5). The Proposal Actions screen displays 668

669 FastLane Help 6 Proposal Actions screen. Figure The Edit button is circled. to. 7. Highlight the number of the proposal (Figure 6) that you want to add a Non - CoPI Senior Person button 8. Click the Edit (Figure 7). (Figure 6). The Form Preparation screen displays 669

670 FastLane Help Form Preparation screen. The Go button for 7 Add/Delete Non - Co - PI Senior Personnel is Figure circled. 9. Click the Go button (Figure 7) for Add/Delete Non - Co - Senior Personnel. The Add/Delete Non - Co - PI Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays (Figure 8). 8 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal Figure screen. The Add Non - Co - PI Senior Person to Proposal button is circled. (Figure 8). 10. In the appropriate boxes, type the individual’s first and last name and middle initial Person - Click the Add Non - Co - PI Senior to Proposal button (Figure 8). The Add/Delete Non 11. Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays (Figure 9) with the individual listed screen as a Senior Person. The individual is also now listed on the Budget Personnel Senior (Figure 10) as a Person whom funds for can be allocated. - 9 Add/Delete Non Assigned to Co - Principal Investigator (Co - PI) Senior Personnel Figure Proposal screen. Personnel. The newly added Senior Person’s name now appears in the list of Senior 670

671 FastLane Help Person Budget Personnel screen. The name of the newly added Senior 10 is listed for addition if Figure as a necessary person for whom funds are to be allocated. Remove a Co - PI from a Proposal proposal. NSF permits only four Co - PIs per Page 1. On the FastLane Home Proposals, screen (Figure 1), click Proposals, Awards, and Status . The displays Awards, and Status screen (Figure 2). Page circled. Figure 1 FastLane Home screen. The Proposals, Awards, and Status link is 671

672 FastLane Help 2 Proposals, Awards, and Status screen. The PI/Co - PI Log In area is circled. Figure 2. In the PI/Co - PI section (Figure 1), type the following: • Your last name • number Your National Science Foundation Identification (NSF ID) • Your password (Figure 2). 3. Click the Log In button PI) The Principal Investigator (PI)/Co - Principal Investigator (Co - (Figure 3). Management screen displays 672

673 FastLane Help Principal 3 Principal Investigator Figure - Investigator (Co - PI) Management screen. (PI)/Co The Proposal Functions link is circled. Click Proposal Functions (Figure 3). The Principal 4. Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 4). Management Proposal Functions screen displays (PI)/Co Figure 4 Principal Investigator - Principal Investigator (Co - PI) Management Proposal Functions is screen. The Proposal Preparation link circled. (Figure 4). 5. Click Proposal Preparation The Principal Investigator (PI) Information screen (Figure 5). displays 673

674 FastLane Help 5 Principal Investigator (PI) Information screen. The Prepare Proposal button is circled. Figure the Prepare Proposal button (Figure 5). The Click Proposal Actions screen displays (Figure 6). 6. circled. Figure 6 Proposal Actions screen. The Edit button is PI 7. Highlight the number of the proposal (Figure 6) that you want to remove a Co - from. button (Figure 7). 8. Click the Edit (Figure 6). The Form Preparation screen displays 674

675 FastLane Help 7 Form Preparation screen. The Go Figure for the Cover Sheet is circled. button Components Form 9. Click the Go button for Cover Sheet (Figure 7). The Cover Sheet screen displays (Figure 8). Figure 8 Cover Sheet Components Form screen. Click Sheet 10. the Go button for Remainder of the Cover Sheet (Figure 8). The Remainder of the Cover 675

676 FastLane Help screen displays (Figure 9). 9 Upper portion of the Remainder of the Cover Figure Sheet screen. The Co - PI Information link is circled. Click Co - PI Information at the top of the 11. (Figure 9). The Co - Principal Investigator (Co - PI) screen Information section displays (Figure 10). 10 Co - Principal Investigator (Co - PI) Information Figure section of the Remainder of the Cover Sheet screen. are A Co - PI’s name and the box to check to remove circled. the Co - PI the Co Click the check mark box (Figure 10) for 12. - PI that you want to remove. Click 13. the OK button at the bottom of the screen (Figure 11). A screen displays (Figure Sheet 12) with confirmation that the Cover the has been saved. This includes the removal of the Co - PI from proposal. circled. Figure 11 Lower portion of the Remainder of the Cover Sheet screen. The OK button is 676

677 FastLane Help 12 Screen with confirmation that the information on the Cover Sheet is Figure saved. The the OK button (Figure 12). 14. Click Form Preparation screen displays (Figure 7). a Remove a Non - Co - PI Senior Proposal Person from Page 1. On the FastLane Home Proposals, screen (Figure 1), click Proposals, Awards, and Status . The displays Awards, and Status screen (Figure 2). Page circled. Figure 1 FastLane Home screen. The Proposals, Awards, and Status link is 677

678 FastLane Help 2 Proposals, Awards, and Status screen. The PI/Co - PI Log In area is circled. Figure (Figure 1), the PI/Co - PI section 2. In type the following: • Your last name number • Your National Science Foundation Identification (NSF ID) • Your password (Figure 2). 3. Click the Log In button PI) The Principal Investigator (PI)/Co - Principal Investigator (Co - (Figure 3). Management screen displays 678

679 FastLane Help 3 Principal Investigator (PI)/Co - Figure Investigator (Co - PI) Management screen. Principal Proposal Functions link is The circled. Proposal Functions (Figure 3). The Principal 4. Click (PI)/Co - Principal Investigator (Co - PI) Investigator (Figure 4). screen Management Proposal Functions displays (PI)/Co Figure 4 Principal Investigator - Principal Investigator (Co - PI) Management Proposal Functions link screen. The Proposal Preparation circled. is The Click Proposal Preparation (Figure 4). 5. Principal Investigator (PI) Information screen (Figure 5). displays 679

680 FastLane Help Prepare 5 Principal Investigator (PI) Information Figure Proposal button is circled. screen. The the Prepare Proposal button (Figure 5). The Click Proposal Actions screen displays (Figure 6). 6. circled. Figure 6 Proposal Actions screen. The Edit button is Person. 7. Highlight the number of the proposal (Figure 6) from which you want to delete a Senior button (Figure 7). 8. Click the Edit (Figure 6). The Form Preparation screen displays 680

681 FastLane Help 7 Form Preparation screen. The Go button for Add/Delete Non - Co - PI Senior Personnel is Figure circled. Senior Click the Go button (Figure 7) for Add/Delete Non - Co - 9. Personnel. The Add/Delete Non - Co - PI Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays Principal (Figure 8). (Co Add/Delete Non - Co - Principal Investigator 8 - PI) Senior Personnel Assigned to Proposal screen. Figure Delete Non - Co - PI Senior The Person from Proposal button is circled. you want the name of the Senior Person that 10. Highlight to remove from the proposal (Figure 8). 9) 11. Click the Delete Non - Co - PI Senior Personnel from Proposal button (Figure 8). A screen displays (Figure remove with message for you to confirm that you want to a the Senior Person. with 9 Screen confirm that a message for you to Figure you want to remove the Senior Person. 12. Click the OK button (Figure 9). A screen displays (Figure 10) confirming that the Senior Person has been from the proposal. removed Figure 10 Screen with the message that the Senior Person has been removed from the proposal. or Add Co Remove a - PI for a Proposal File Update Proposals, On the FastLane Home Page 1. screen (Figure 1), click Proposals, Awards, and Status . The (Figure 2). Awards, and Status screen displays 681

682 FastLane Help circled. Figure 1 FastLane Home Page screen. The Proposals, Awards, and Status link is circled. Figure 2 Proposals, Awards, and Status screen. The PI/Co - PI Log In area is 682

683 FastLane Help In the PI/Co - PI section (Figure 1), type the following: 2. Your last name • Your National Science Foundation Identification (NSF • ID) number Your password • Click the Log In button (Figure 2). The Principal Investigator (PI)/Co - Principal Investigator (Co 3. PI) - Management screen displays (Figure 3). Principal Investigator (PI)/Co - 3 Investigator (Co - PI) Management screen. The Figure Principal link is Proposal Functions circled. Proposal Functions (Figure 3). The Principal 4. Click (PI)/Co - Principal Investigator (Co - PI) Investigator (Figure 4). screen Management Proposal Functions displays Figure Principal Investigator (PI)/Co - Principal 4 Investigator (Co - PI) Management Proposal Functions The Proposal File Update link circled. is screen. List Proposal File Update 5. Click of Proposals Eligible for Update (Figure 4). The screen displays (Figure 5). Figure 5 List of Proposals Eligible for Update screen. The Continue button is circled. Highlight the proposal (Figure 5) for which you want 6. to add or remove a Senior Person. (Figure 6). 7. Click the Continue button (Figure 5). The Proposal Update Control screen displays 683

684 FastLane Help Figure 6 Proposal Update Control screen. The View/Edit Update button is circled. (Figure 7). 8. Click the View/Edit Update button (Figure 6). The Form Preparation screen displays Figure 7 Form Preparation Screen. The Go button for Cover Sheet is circled. Form 9. Click the Go button for Cover Sheet (Figure 7). The Cover Sheet Components 684

685 FastLane Help screen (Figure 8). displays for Cover Sheet Components Form screen. Figure The Go button Remainder of the Cover Sheet is 8 circled. 10. Click the Go button for Remainder of the Cover Sheet (Figure 8). The of the Cover Sheet Remainder screen displays (Figure 9). is Figure 9 Upper portion of the Remainder of the Cover Sheet screen. The Co - PI Information link circled. 11. Click Co - PI Information at the top of the screen (Figure 9). The Co - Principal Investigator (Co - PI) (Figure 10). Information section displays of the following: In this section, you can do either one or both PI • Add a Co - PI • Remove a Co - 685

686 FastLane Help the 10 Co - Principal Investigator (Co - PI) Information section of the Remainder Figure of Cover Sheet screen. Co - PI to a a File Update Add Proposal In the NSF ID/Email box (Figure 10), type the NSF ID or email address of the 1. Co - PI you want to add to the proposal file update. (Repeat for up to four Co - PIs on a proposal.) the OK button at the bottom of 2. the screen (Figure 11). A screen displays (Figure Click proposal. Co 12) with confirmation that the Cover Sheet has been saved, including the addition of the - PI to the 11 Lower portion of the Remainder of the Cover Sheet screen. The OK button is circled. Figure Figure 12 Screen with confirmation that the information on the Cover Sheet is saved. This includes the Co - addition of the proposal. PI to the a Remove a Co - PI from Proposal File Update Principal Investigator 1. In the Co - of (Co - PI) Information section the Remainder of the Cover Sheet screen remove. (Figure 13), click the check mark box for the Co - PI that you want to 686

687 FastLane Help 13 - Principal Investigator (Co - PI) Information section of Co the Remainder of the Cover Sheet screen. Figure Co - PI’s name and the box to check to remove the Co - PI are circled. A Click the 2. button at the bottom of the screen (Figure 14). A screen displays (Figure OK 15) with confirmation that the Cover Sheet has been saved. This the removal of the Co - PI from the includes proposal. circled. 14 Figure Lower portion of the Remainder of the Cover Sheet screen. The OK button is Figure 15 Screen with confirmation that the information on the Cover Sheet is saved. screen displays 3. Click the OK button (Figure 12). The Form Preparation (Figure 7) Add or Delete Senior Personnel for a Letter of Intent the 1. On FastLane Home Page screen (Figure 1), click Proposals, Awards, and Status . The Proposals, (Figure 2). Awards, and Status screen displays 687

688 FastLane Help circled. Figure 1 FastLane Home Page screen. The Proposals, Awards, and Status link is screen. The Figure 2 Proposals, Awards, and Status circled. PI/Co - PI Log In area is 688

689 FastLane Help 2. the PI/Co - PI section (Figure 1), type the following: In Your last name • Your National Science Foundation Identification (NSF • ID) number Your password • Click the Log In button 3. The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 2). Management screen displays (Figure 3). 3 Principal Investigator (PI)/Co - Principal Investigator Figure - PI) Management screen. (Co The link Proposal Functions circled. is - PI) 4. Click Proposal Functions (Figure 3). The Principal Investigator (PI)/Co - Principal Investigator (Co Management Proposal Functions screen displays (Figure 4). Figure 4 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Proposal Intent link Functions screen. The Letters of is circled. Letters 5. Click Letters of Intent (Figure 4). The of Intent screen displays on the Create LOI from Solicitation New tab (Figure 5). Figure 5 Letters of Intent screen on the Create New LOI from Program Solicitation tab. The circled. Edit/View LOI tab is 689

690 FastLane Help the Edit/View LOI tab (Figure 5). The Letters of Intent Click screen displays on the 6. tab (Figure 6). Edit/View LOI 6 Letters of Intent screen on the Figure Edit/View LOI tab. Intent that you want Edit (Figure 6) on the row for the Letter of 7. Click to add or delete Senior Personnel for. The screen displays Edit LOI (Figure 7). Figure 7 Edit LOI screen. The Add/Edit Personnel button is circled. 8. Click the Add/Edit Personnel button at the bottom of the screen (Figure 7). The Edit LOI — Add/Edit Other Senior Personnel screen displays (Figure 8), where you can do either or both of the following: • a Senior Person Add • Delete a Senior Person Figure 8 Edit LOI — Add/Edit Other Senior Personnel screen. The Add to List button is circled. Person Add a Senior Personnel To add a Senior Person, type the following on the Edit LOI — Add/Edit Other Senior screen (Figure 1. 8): First Name box, • In the individual’s first name. type the • In the Middle Initial box, type the individual’s middle initial (optional). type the • In the Last Name box, individual’s last name. • In the Organization Name box, type the name of the organization registered with NSF. Department • In the research department. box, type the individual’s individual’s • box, type the City city. In the (optional). In the State box, type the individual’s state • • In the Country box, select the country from the drop - down list. 2. Click the Add to List button (Figure 8). The Edit LOI — Add/Edit Other Senior Personnel screen displays section. (Figure 9) with the individual’s name now listed in the Existing Personnel 690

691 FastLane Help 9 Edit LOI — Add/Edit Other Senior Personnel screen. The individual’s name is Figure listed in the now Existing Personnel section. Delete Senior Person a the On the Edit LOI — Add/Edit Other Senior Project Personnel screen in the row for (Figure 10), click Delete — Person whose name you want to delete. The Edit LOI Senior Add/Edit Other Senior Project Personnel screen displays section. (Figure 11) with the Senior Person’s name no longer listed in the Existing Personnel 691

692 FastLane Help Figure 10 Edit LOI — Add/Edit Other Senior Project Personnel screen. The Delete link is circled. longer Figure 11 Edit LOI — Add/Edit Other Senior Project Personnel screen with the Senior Person no listed in the Existing Personnel section. Update Add or Delete Senior Personnel for a Proposal File Page 1. On the FastLane Home screen (Figure 1), click Proposals, Awards, and Status . The Proposals, (Figure 2). Awards, and Status screen displays 692

693 FastLane Help screen. The Figure 1 FastLane Home Page circled. Proposals, Awards, and Status link is 693

694 FastLane Help Figure 2 Proposals, Awards, and Status screen. The PI/Co - PI Log In area is circled. In the PI/Co 2. PI section (Figure 1), type the following: - last name • Your ID) • Your National Science Foundation Identification (NSF number • Your password Click 3. the Log In button (Figure 2). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 3). Management screen displays 694

695 FastLane Help 3 Principal Investigator (PI)/Co - Principal Investigator (Co Figure PI) Management screen. - The Functions link Proposal circled. is 4. Click Proposal Functions (Figure 3). The Principal Investigator PI) (PI)/Co - Principal Investigator (Co - screen displays (Figure 4). Management Proposal Functions Principal Figure 4 - Investigator (PI)/Co Principal Investigator (Co - PI) Management Proposal Functions circled. screen. The Proposal File Update link is 5. Eligible Click Proposal File Update (Figure 4). The List of Proposals for Update screen displays (Figure 5). Continue Figure 5 List of Proposals Eligible for Update screen. The circled. button is you want 6. Highlight the proposal (Figure 5) for which a to add or remove Senior Person. (Figure 6). 7. Click the Continue button (Figure 5). The Proposal Update Control screen displays 695

696 FastLane Help 6 Proposal Update Control screen. Figure View/Edit Update button is circled. The The 8. Click the View/Edit Update button (Figure 6). (Figure 7). Form Preparation screen displays Add/Delete Non Figure 7 Form Preparation screen. The circled. - Co - PI Senior Personnel button is 696

697 FastLane Help 9. the Go button for Add/Delete Non - Co - PI Senior Personnel (Figure 7). The Add/Delete Non - Co - Principal Click (Co Personnel Assigned to Proposal screen displays (Figure 8). On this screen you PI) Senior can Investigator - either one or both of the following: do Add a Senior Person • Delete Senior Person • a 8 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. Figure button Add Non - Co - PI Senior Person to Proposal is circled. The a Senior Person Add 1. the Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen On (Figure 8), type individual’s first and last name and middle initial in the appropriate boxes. the to the Add Non - Co - PI Senior Person Proposal button (Figure 8). The Add/Delete Non - Co - Principal 2. Click (Co - PI) Senior Personnel Assigned to Proposal screen displays (Figure 9) with the individual Investigator listed as a Senior Person. The individual is also now listed on the Budget Personnel screen (Figure 10) as a Senior Person for whom funds can be allocated. Proposal Investigator screen. Figure 9 Add/Delete Non - Co - Principal (Co - PI) Senior Personnel Assigned to The added Senior Person now appears in the list of Senior Personnel. newly Budget Personnel screen. The name of the Figure 10 Person is listed for addition if newly added Senior necessary as a person for whom funds are to be allocated. Delete a Senior Person 1. On the Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen Person (Figure 11), highlight the name of the Senior that you want to remove. (Co - Figure 11 Add/Delete Non - Co - Principal Investigator Proposal PI) Senior Personnel Assigned to Person screen. The Non - Co - PI Senior Delete from Proposal button is circled. 2. Click the Delete Non - Co - PI Senior Personnel from Proposal button (Figure 10). A screen displays (Figure 12) with a message for you to confirm that you want to remove the Senior Person. 11 Screen with a message for you to confirm that you want to remove the Senior Figure Person. has Click the OK button (Figure 12). A 3. screen displays (Figure 13) confirming that the Senior Person removed. been 697

698 FastLane Help 13 Screen with the message that the Senior Person has been Figure removed. Add or Delete Senior Personnel a Revised Submitted Budget for Status the Proposals, 1. On . The FastLane Home Page screen (Figure 1), click Proposals, Awards, and Awards, and Status screen displays (Figure 2). FastLane Figure 1 circled. Home Page screen. The Proposals, Awards, and Status link is 698

699 FastLane Help 2 Proposals, Awards, and Status screen. The PI/Co Figure PI Log In area is circled. - In the 2. - PI section (Figure 1), type the following: PI/Co • Your last name National Science • Identification Your (NSF ID) number Foundation password • Your The Click the Log In button (Figure 2). 3. Principal Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 3). Management screen displays Figure 3 Principal Investigator Principal (PI)/Co - Investigator (Co - PI) Management screen. circled. The Proposal Functions link is 699

700 FastLane Help Click Proposal Functions (Figure 3). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) 4. screen displays (Figure 4). Management Proposal Functions Principal Investigator Figure (PI)/Co - Principal Investigator (Co - PI) Management Proposal Functions 4 Revise screen. The Submitted Proposal Budget link is circled. Revise Submitted Proposal Budget (Figure 4). The List of Proposals screen 5. Click (Figure 5). displays 5 List of Proposal screen. Figure View button is circled. The 6. Highlight the proposal for which you want to add or delete a Senior Person (Figure 5). 7. the View button (Figure 5). The Proposal Revised Budget screen displays (Figure 6). Click Add/Delete Proposal Revised Budget screen. The radio button for Figure 6 Senior Personnel and the OK button are circled. 8. Click the radio button (Figure 7) for Add/Delete Non - Co - PI Senior Personnel. 9. the OK button (Figure 7). The Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Click of the following: Assigned to Proposal screen displays (Figure 8). On this screen you can do either one or both • Senior Person Add a Person Delete Senior • a 7 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. Figure - Add Non - Co PI Senior Person to The Proposal button is circled. Add a Senior Person 1. On the Add/Delete Non - - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen Co (Figure 7), type the individual’s first and last name and middle initial in the appropriate boxes. Senior 2. Click the Add Non - Co - PI Principal Person to Proposal button (Figure 7). The Add/Delete Non - Co - screen Investigator - PI) Senior Personnel Assigned to Proposal (Co displays (Figure 8) with the individual listed a Senior Person. The individual is also now listed on the Budget Personnel screen (Figure as 9) as a Senior Person for whom funds may be allocated. Figure 8 Add/Delete Non - Co - Principal screen. Investigator (Co - PI) Senior Personnel Assigned to Proposal Personnel. The newly added Senior Person now appears in the list of Senior 700

701 FastLane Help 9 Budget Personnel screen. The name of the newly added Senior Person is listed for addition if Figure a necessary as for whom funds may be allocated. person Senior Person a Delete On the Add/Delete Non - Co - Principal Investigator 1. (Co - PI) Senior Personnel Assigned to Proposal screen name of the Senior Person the you want to remove. (Figure 10), highlight that Figure Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal 10 Non - Co - PI Senior Person from Proposal button is circled. screen. The Delete Click the Delete Non - Co - PI Senior 2. from Proposal button (Figure 10). A screen displays (Figure 11) Personnel with a message for you to confirm that you want to the Senior Person. remove Person. Figure 11 Screen with a message for you to confirm that you want to remove the Senior 3. Click the OK button (Figure 11). A screen displays that the Senior Person has (Figure 12) confirming been removed. 12 Screen with the message that the Senior Figure Person has been removed. Create a Proposal PIN a proposal, To enable an Other Authorized User (OAU) to work on and give this you must create a Proposal PIN Proposals, PIN the OAU. The OAU needs the PIN to log into to Awards, and Status to work on the proposal, a proposal update, revised or a submitted budget. 1. On the FastLane Home Proposals, screen (Figure 1), click Proposals, Awards, and Status . The Page (Figure 2). Awards, and Status screen displays 701

702 FastLane Help Figure 1 FastLane Home Page circled. screen. The Proposals, Awards, and Status link is 702

703 FastLane Help 2 Proposals, Awards, and Status screen. The PI/Co Figure PI Log In area is circled. - 2. In the PI/Co - PI section (Figure 1), type the following: • Your last name • Your Identification (NSF ID) number National Science Foundation Your password • Click the Log In button (Figure 2). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) 3. Management screen displays (Figure 3). Figure 3 Principal Investigator Management screen. (PI)/Co - Principal Investigator (Co - PI) circled. The Proposal Functions link is 703

704 FastLane Help Click Proposal Functions (Figure 3). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) 4. screen displays (Figure 4). Management Proposal Functions PI) Principal Investigator (PI)/Co - Principal Investigator (Co Figure 4 Management Proposal Functions - screen. The Proposal Preparation link circled. is Click screen 5. Proposal Preparation (Figure 4). The Principal Investigator (PI) Information displays (Figure 5). is Figure 5 Principal Investigator (PI) Information screen. The Prepare Proposal button circled. Proposal (Figure 6). 6. Click the Prepare button (Figure 5). The Proposal Actions screen displays 704

705 FastLane Help PIN button 6 Actions screen. The Proposal Proposal is circled. Figure Highlight 7. the number of the proposal (Figure 6) that you want to create a PIN a for. Click the Proposal PIN button (Figure 6). 8. Proposal PIN Control screen displays (Figure 7). The 7 Proposal PIN Control screen. The button is circled. Figure OK 9. In the boxes (Figure 7), type the four - digit PIN you want to give the proposal. message that (Figure 7). 10. Click the OK button the A screen displays (Figure 8) with the confirmation have given proposal has assigned the PIN you it. been 8 Screen proposal that the Figure has a new PIN. confirming For Awarded Projects Manage Participation for Awarded Projects The PI coordinates the participation of Co - PIs, Non - Co - PI Senior Personnel, and OAUs on a project that NSF has project: awarded. The PI can do the following to manage participation in an awarded 705

706 FastLane Help • or change Co - PIs on a project Add a Withdraw Co - PI from a project • Assign or change the award PIN to enable an OAU to work on a project report • of Add or delete non - Co - PI Senior Personnel as part an: • of Addition Request - Subaward PI - Request Transfer - Supplemental Funding Request individual Senior Person to work on a project report, communicate to the a the following: To enable • Award PIN Number • Award Participation for Manage Projects Awarded Senior coordinates the participation of Co - PIs, Non - Co - PI The PI Personnel, and OAUs on a project that NSF has awarded. The PI can do the following to manage participation in project: an awarded • or change Co - PIs on a project Add PI from a Co - Withdraw a project • to Assign or change the award PIN to enable an OAU work on • a project report part • Add or delete non - Co - PI Senior Personnel as of an: - Addition of Subaward Request - PI Transfer Request - Request Supplemental Funding to the enable a Senior Person to work on a project report, communicate To individual the following: • Award PIN • Award Number Add or for Delete Senior Personnel an Addition of Subaward Request Proposals, On the FastLane Home Page 1. screen (Figure 1), click Proposals, Awards, and Status . The 2). Awards, and Status screen displays (Figure 706

707 FastLane Help FastLane Home Page screen. The Proposals, Awards, and 1 Status link is circled. Figure 2 Proposals, Awards, and Status screen. The PI/Co - PI Log In area is Figure circled. section the PI/Co - PI (Figure 1), type the following: 2. In Your last name • National Science Foundation Identification (NSF ID) Your number • • Your password PI) - 3. Click the Log In button (Figure 2). The Principal Investigator (PI)/Co - Principal Investigator (Co screen displays (Figure 3). Management Investigator Figure 3 Principal (PI)/Co - Principal Investigator (Co - PI) Management screen. The link Award and Reporting Functions circled. is 4. Click Award and Reporting Functions (Figure 3). The Principal Investigator (PI)/Co - Principal Investigator 4). (Co - PI) Management Award and Reporting Functions screen displays (Figure 707

708 FastLane Help Investigator 4 Principal Investigator (PI)/Co - Figure (Co - PI) Management screen. The Principal and Requests link is Notifications circled. Notifications Notifications and Requests (Figure 4). The 5. Click and Requests screen displays (Figure 5). circled. Figure 5 Notifications and Requests screen. The link to an Addition of Subaward link is in the Find the Addition of Subaward Request 6. Works in Progress section (Figure 5). 7. Click in Addition of Subaward (Figure 5) the row for the Addition of Subaward for which you want to add (Figure 6). or delete a Senior Person. The Form Preparation screen displays 708

709 FastLane Help 6 of Subaward Form Preparation screen. The Addition Go button for Add/Delete Senior Figure (other than PI/Co - PI) is Personnel circled. Click the Go button (Figure 6) for Add/Delete Non - Co - PI Senior Personnel. The Add/Delete Non - Co - 8. Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays Principal On the (Figure 7). Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen, you can or one of the following, both: do either Add a Senior Person • a Senior Person • Delete 7 Add/Delete Non - Co Figure Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. - circled. The Add Non - Co - PI Senior Person to Proposal button is a Senior Person Add On the Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen 1. last name and the individual’s first (Figure 7), type and middle initial in the appropriate boxes. 2. Click the Add Non - Co - PI Senior Person to Proposal button (Figure 7). The Add/Delete Non - Co - Principal - Investigator (Co PI) Senior Personnel Assigned to Proposal screen displays (Figure 8) with the individual listed as a Senior Person. The individual is also now listed on the Budget Personnel screen (Figure 9) as a Senior funds Person for whom may be allocated. screen. Proposal Figure 8 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to 709

710 FastLane Help The added Senior Person’s name now appears in the list of Senior Personnel. newly 9 Budget Personnel screen. The name of the newly added Senior Person is listed for addition if Figure a for whom funds may be allocated. person necessary as Delete a Senior Person On the Add/Delete Non - 1. - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen Co (Figure 10), highlight the name of the Senior Person that you want to remove. 10 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal Figure screen. The Delete Non - Co - PI Senior from Proposal button is circled. Person Delete 11) 2. Click the Non - Co - PI Senior Personnel from Proposal button (Figure 10). A screen displays (Figure with message for you to confirm that you want to remove a the Senior Person. 11 Screen with a message for you to confirm that Figure you want to remove the Senior Person. has 3. Click the OK button (Figure 11). A screen displays (Figure 12) confirming that the Senior Person been removed. Figure 12 Screen with the message that the Senior Person has been removed. Delete Add or Senior Personnel for a PI Transfer Request Proposals, On the FastLane Home Page 1. screen (Figure 1), click Proposals, Awards, and Status . The (Figure 2). Awards, and Status screen displays 710

711 FastLane Help circled. Figure 1 FastLane Home Page screen. The Proposals, Awards, and Status link is screen. circled. Figure 2 Proposals, Awards, and Status The PI/Co - PI Log In area is 711

712 FastLane Help In the PI/Co - PI section (Figure 1), type the following: 2. Your last name • Your National Science Foundation Identification (NSF • ID) number Your password • Click the Log In button (Figure 2). The Principal Investigator (PI)/Co - Principal Investigator 3. - PI) (Co Management screen displays (Figure 3). 3 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management screen. The Figure and Reporting Award link is circled. Functions The Awards and Reporting Functions 4. Click Principal Investigator (PI)/Co - Principal Investigator (Figure 3). PI) 4). (Co - Management Award and Reporting Functions screen displays (Figure 4 Principal Investigator (PI)/Co - Principal Investigator (Co Figure PI) Management Award - and Reporting Functions screen. 5. Click Notifications and Requests (Figure 4). The Notifications and Requests screen displays (Figure 5). Notifications Figure 5 award. and Requests screen. The PI Transfer link is circled for an 6. Click PI Transfer (Figure 5) on the row for add the award you want to or delete a Senior Person. The 6). Grant Transfer Request screen displays (Figure 712

713 FastLane Help 6 Figure Grant Transfer Request screen. (Figure 7). 7. Click the Save and Continue button (Figure 6). The Click on a Link to Work screen displays 713

714 FastLane Help 7 Click on a Link to Work screen. The Edit Transfer Request Forms link is circled. Figure Edit Transfer Request Forms (Figure 7). The Form 8. screen displays (Figure 8). Preparation Click 8 Form Preparation screen. The Go button for Figure Non Co - PI Senior Personnel is Add/Delete circled. On the Form Preparation screen, click the 9. button for Add/Delete Non Co - PI Senior Personnel (Figure 8). Go The Non Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays Add/Delete both of the following: screen, you can do either one or (Figure 9). On this a Senior Person • Add Delete a Senior Person • 9 Add/Delete Non - Co - Principal Figure (Co - PI) Senior Personnel Assigned to Proposal screen. Investigator PI The Add Non - Co - circled. Senior Person to Proposal button is Add Senior Person a On the Add/Delete Non - Co PI) Senior Principal Investigator (Co - 1. Personnel Assigned to Proposal screen - (Figure 9), type the individual’s first and last name and middle initial in the appropriate boxes. 2. Click the Add Non - Co - PI Senior Person to Proposal button (Figure 9). The Add/Delete Non - Co - Principal screen Investigator (Co - PI) Senior Personnel Assigned to Proposal the individual displays (Figure 10) with a Senior Person. The individual is also now listed as on the Budget Personnel screen (Figure 10) as a listed Senior Person for whom funds can be allocated. Figure 10 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. Personnel. The newly added Senior Person’s name now appears in the list of Senior 714

715 FastLane Help is 11 name of the newly added Senior Person Budget Personnel screen. The listed for addition if Figure as a necessary person for whom funds are to be allocated. a Senior Delete Person On the Add/Delete Non - Co - Principal Investigator (Co - 1. Personnel Assigned to Proposal screen PI) Senior (Figure 12), highlight the name of the Senior Person that you want to remove. Figure 12 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal Person Non - Co - PI Senior Delete from Proposal button is circled. screen. The 13) 2. Click the Delete Non - Co - PI Senior Personnel from Proposal button (Figure 12). A screen displays (Figure with message for you to confirm that you want to remove a the Senior Person. 13 Screen with you a message for you to confirm that Figure want to remove the Senior Person. has 3. Click the OK button (Figure 13). A screen displays (Figure 14) confirming that the Senior Person removed been proposal. from the Figure 14 Screen with the message that the Senior Person has been removed. Add or Delete for Senior Personnel a Supplementary Funding Request Proposals, On the FastLane Home Page 1. screen (Figure 1), click Proposals, Awards, and Status . The (Figure 2). Awards, and Status screen displays 715

716 FastLane Help Figure 1 FastLane Home Page screen. The circled. Proposals, Awards, and Status link is 716

717 FastLane Help 2 Proposals, Awards, and Status screen. The PI/Co - PI Log In area is circled. Figure (Figure 2), the PI/Co - PI section 2. In type the following: • Your last name number • Your National Science Foundation Identification (NSF ID) • Your password (Figure 2). The 3. Click the Log In button PI) Principal Investigator (PI)/Co - Principal Investigator (Co - Management screen displays (Figure 3). 717

718 FastLane Help 3 Management screen. Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Figure Award Reporting Functions link and is circled. The 4. Click Awards and Reporting Functions (Figure 3). The Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Award and Reporting Functions screen displays (Figure 4). Reporting Figure 4 Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Award and Functions The Supplemental Funding screen. Request link is circled. List of 5. Click Supplemental Funding Request (Figure 4). The Current Awards screen displays (Figure 5). Figure 5 List of Current Awards screen. The Prepare Supplemental Funding Request button is circled. 718

719 FastLane Help Highlight the award that the Supplemental Funding Request is for (Figure 5). 6. Click the Prepare Supplemental Funding Request button (Figure 5). The Request for Supplemental Funding 7. displays (Figure 6). screen Figure Request for Supplemental Funding screen. The Edit button is circled. 6 or Highlight the Supplemental Funding Request that you want to add 8. delete a Senior Person for (Figure 6). (Figure 7). 9. Click the Edit button (Figure 6). The Form Preparation screen displays Co 7 Form Preparation screen. The Add/Delete Non - button - PI Senior Personnel Figure is circled. 10. Click the Add/Delete Non - Co - PI Senior Personnel button (Figure 7). The Investigator Add/Delete Non - Co - Principal (Figure (Co - PI) Senior Personnel Assigned to Proposal screen displays of On this screen you can do either one or 8). both the following: • Add a Senior Person Senior Person • Delete a 719

720 FastLane Help 8 Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Figure Assigned to Proposal Personnel screen. a Senior Person Add On 1. Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen the (Figure 8), type individual’s first and the middle initial in the appropriate boxes. last name and Co Principal 2. Click the Add Non - Co - PI Senior - Person to Proposal button (Figure 8). The Add/Delete Non - 9) Investigator (Co - PI) Senior Personnel Assigned to Proposal screen displays (Figure with the individual Senior listed as a Person. 9 Figure Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen. The individual’s name now displays as a Senior Person. Person Delete a Senior 720

721 FastLane Help On the Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal screen 1. name of the Senior Person the that you want to remove. (Figure 10), highlight Add/Delete Non - Co - Principal Investigator (Co - PI) Senior Personnel Assigned to Proposal Figure 10 Person Non - Co - PI Senior Delete from Proposal button is circled. screen. The PI Senior 11) 2. Click the Delete Non - Co - Personnel from Proposal button (Figure 10). A screen displays (Figure with remove a message for you to confirm that you want to the Senior Person. the Figure 11 Screen with the message for you to confirm that you want to delete OK Senior Person. The is circled. button 3. Click the OK button (Figure 11). A screen displays (Figure 12) confirming that the Senior Person has removed. been 721

722 FastLane Help Figure Screen with the confirmation that the Senior Person has been deleted. 12 Reporting Project of January 2013, project reporting has transitioned to Research.gov. All final, annual, and interim project As complete must and submitted in Research.gov. To view instructions on how to be a reporting prepared please use the report, link: project following Research.gov Project Reporting Accessing Update PI Information and Status NSF on Your PI and Status Update Information PI also communicates to NSF about any changes in his or her The status. The PI can do the following in FastLane: • Prepare a PI Transfer request to request that the project be transferred to a new organization on the project become • Designate a Co - PI as the PI on a project and a Co - PI to • a Withdrawal of PI Request withdraw from a project Prepare • personal information time, you can update your any At on file with NSF. Access the Edit Principal Investigator's (PI) Demographic Information Screen To change your PI demographic information, screen. the Principal Investigator (PI) Information you must access You can access the Principal Investigator (PI) Information screen from either of the following: The • screen Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management • Proposal Preparation From the Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Management Screen click on 1. On the FastLane Home Page screen, in Sign In to FastLane/Research.gov button to log to Proposals, Awards, and Status as a PI (see PI/Co - PI Login ). The Principal Investigator (PI)/Co - Principal (Figure Investigator (Co - PI) Management screen displays 1). 722

723 FastLane Help 1 Principal Investigator (PI)/Co - Figure Investigator (Co - PI) Management screen. Principal Change PI Demographic Information link is circled. The (PI) Change PI Demographic Information (Figure 1). The Principal Investigator 2. Click Information screen displays (Figure 2). is Figure 2 Principal Investigator (PI) Information screen. The Edit PI Demographic Information button circled. Demographic 3. Click the Edit PI Information button (Figure 2). The Edit Principal Investigator’s (PI) screen Information displays (Figure 3). instructions screen. See Edit PI Demographic Information for for working on this 723

724 FastLane Help 3 Edit Principal Investigator’s (PI) Demographic Information Figure screen. From Proposal Preparation On the FastLane Home Page screen, click on Sign In to FastLane/Research.gov button to log in to Proposals, 1. (Co - Awards, and Status as a PI (see PI/Co - PI Login ) . The Principal Investigator (PI)/Co - Principal Investigator (Figure 4). PI) screen displays Management 4 Management screen. Principal Investigator (PI)/Co - Principal Investigator (Co - PI) Figure The link Proposal Functions is circled. Click Proposal Functions (Figure 4). The Principal 2. Investigator (PI)/Co - Principal Investigator (Co - PI) (Figure 5). Management Proposal Functions screen displays 724

725 FastLane Help Principal Investigator (PI)/Co - 5 Investigator (Co - PI) Management Proposal Functions Figure Principal Proposal Preparation link is circled. screen. The 3. Click Proposal Preparation (Figure 5). The Principal Investigator (PI) Information screen displays (Figure 6). is Figure 6 Principal Investigator (PI) Information screen. The Edit PI Demographic Information button circled. Demographic 4. Click the Edit PI Information button (Figure 6). The Edit Principal Investigator’s (PI) Demographic Information working screen displays (Figure 7). See Edit PI Information for instructions for screen. on this 725

726 FastLane Help Edit Principal Investigator’s (PI) Demographic Information screen. 7 Figure Review Proposal Proposal Review Introduction the contents of the Proposal Review book. Print National Science Foundation strives to invest in a robust and diverse portfolio of projects that creates new The enables breakthroughs in understanding across all areas of science and engineering research knowledge and and education. To identify which projects to support, NSF relies on a merit review process that incorporates and both the technical aspects of a proposed project consideration its potential to contribute more broadly to of “to promote the progress of science; mission to advance the national health, prosperity, and advancing NSF’s conduct fair, welfare; to secure the national defense; and for other purposes.” NSF makes every effort to a competitive, review process for the selection of projects. Reviews play a key role in our transparent merit of research proposals. evaluation and context for Merit Review Principles NSF has that provide the basis identified the Merit Review Criteria . We ask that these principles be given due diligence by reviewers when reviewing and evaluating proposals. Prepare and submit your proposal review through FastLane. In the Proposal Review Form, we ask for you to do the following: Provide an overall rating • of the proposal. • Comment in detail on the quality of the proposal, identifying the proposal’s strengths and weaknesses for each NSF Merit Review Criterion : The intellectual merit of the proposed activity  activity  The broader impacts of the proposed 726

727 FastLane Help The elements should be considered in the review for both criteria: following is the potential for What the proposed activity to: 1. advance knowledge and understanding within its own field or a. across different fields (Intellectual Merit); and outcomes or advance desired societal benefit society (Broader Impacts)? b. 2. what extent do the proposed activities suggest and explore creative, original, or potentially To transformative concepts? sound 3. Is the plan for carrying out the proposed activities well - reasoned, well - organized, and based on a mechanism rationale? the plan incorporate a Does to assess success? 4. How well qualified is the individual, team, or institution to conduct the proposed activities? the 5. Are there adequate resources available to PI (either at the home institution or through proposed collaborations) out the carry activities? to • Comment in detail on - the quality of the proposal with respect to any additional solicitation applicable. specific criteria, if • a summary statement that describes your overall assessment of the proposal based on the Provide criteria. review Proposal Review Form also asks The you to do the following: • Indicate any potential conflicts of interest that you might have in evaluating the proposal (optional if no conflict of interest exists). • Recommend any other qualified reviewers for this proposal (optional). NSF See Note to Reviewers of Career Proposals if you are reviewing a proposal for the Program. Careers of of reviewer, you are obligated to maintain the confidentiality As both the proposal you are reviewing and also your review. and To begin preparing a review, see Log In to Proposal Review Prepare a Proposal Review . you for your help in evaluating a proposal. Reviews are important to NSF’s evaluation of Thank proposals and the provide important feedback to the Principal Investigators. We appreciate time and thought that go into them. preparing 727

728 FastLane Help NSF Review Principles Merit of the Proposal Review book. the contents Print PIs to be given due diligence by are and organizations when preparing proposals principles These projects, by reviewers when reading and and proposals, and by NSF program staff managing evaluating determining whether or not to recommend proposals funding and while overseeing awards. when for that NSF is the primary federal Given charged with nurturing and supporting excellence in agency and education, the following three principles apply: basic research NSF projects should be of the highest quality and have the potential to • advance, if not All the frontiers of knowledge. transform, projects, in the • should contribute NSF more broadly to achieving societal goals. aggregate, “Broader Impacts” may be These accomplished through the research itself, through activities that are directly related to specific research projects, or through activities that are supported by, but are to, the project. 1 [1] The project activities may be based on previously established complementary innovative but methods and approaches, in either case must be well justified. and/or funded assessment • and evaluation of NSF Meaningful projects should be based on metrics, keeping in mind the likely correlation between the effect appropriate broader impacts of and the resources provided to implement projects. If the size of the activity is limited, evaluation of in isolation is not that to be meaningful. Thus, assessing the effectiveness of these activity activities likely may best be done at a more aggregated, level than the individual project. higher, principle, particular With respect to the third even if assessment of Broader Impacts outcomes for projects done at an aggregated level, PIs are expected to be accountable for carrying out the is in the funded project. Thus, individual activities projects should include clearly stated goals, described to specific the activities that the PI intends descriptions do, and a plan in place to document the of outputs of those activities. These three merit review principles provide the basis for the merit review criteria, as well as a context intent. within which the users of criteria can better understand their the [1] NSF values the advancement of scientific knowledge and activities that contribute to the achievement of societally relevant outcomes. Such outcomes include, but are not limited to: full participation of women, persons with disabilities, and underrepresented minorities in science, technology, engineering, and mathematics (STEM); improved STEM education and educator development any level; increased public scientific literacy and public engagement with science and technology; improved well - at workforce; individuals in being society; development of a diverse, globally competitive STEM of increased partnerships between academia, industry, and others; improved national security; increased economic competitiveness of the United States; and enhanced infrastructure for research and education. NSF Review Criteria for Proposals Merit Print the contents of the Proposal Review book. When evaluating NSF proposals, reviewers should consider what the proposers want to do, why they want to do it, how they plan to do it, how they will know if they succeed, and what benefits could accrue if the in project is successful. These issues apply both to the technical aspects of the proposal and the way 728

729 FastLane Help which project may make broader contributions. To that end, reviewers are asked to evaluate all proposals the criteria: against two to intellectual Merit criterion encompasses the potential The advance knowledge; and Intellectual Merit: • • The Broader Impacts criterion encompasses the potential to benefit society and Broader Impacts: to the achievement of specific, desired societal outcomes. contribute elements should be considered in the review for both criteria: The following is the potential for the proposed 1. activity to What advance and understanding within its own field or across different a. knowledge (Intellectual Merit); and fields benefit society or advance desired societal outcomes (Broader b. Impacts)? To what extent do the proposed activities suggest and explore creative, original, or potentially 2. transformative concepts? Is the plan for carrying out the proposed activities well - reasoned, well - organized, 3. based on a and the plan incorporate a mechanism Does to assess success? sound rationale? How well 4. is the individual, team, or institution to conduct the proposed activities? qualified through available to the PI (either at the home institution or 5. Are there adequate resources to out the carry activities? collaborations) proposed Obligation Confidentiality for P the contents of the Proposal Review book. rint For both ad hoc and panel reviewers: you NSF receives proposals in confidence and protects the confidentiality of their contents. As a reviewer, are obligated maintain the confidentiality of both the proposal you are reviewing and also of your review. to Please observe following practices to maintain this confidentiality: the use not copy, • quote from, or otherwise Do or disclose to anyone, including your graduate students or postdoctoral or research associates, any material from any proposal you are asked to review. the review, a colleague can make a substantial contribution to • If you believe please obtain permission from the NSF Program Officer before disclosing either the contents of the pr oposal or the name of any proposer or Principal Investigator. • When you have completed your and/or review, be certain to destroy the proposal delete any electronic correspondence or related to the proposal . files the six - character alphanumeric PIN • the password that NSF has assigned Safeguard to this proposal - reviewer or or panel ID - panelist combination. NSF keeps reviews and your identity as a reviewer of specific proposals confidential to the maximum extent possible, that we routinely send to princip al investigators (PI’s) except reviews of their own proposals without your name, affiliation, or other identifying information. Please respect the confidentiality of all principal investigators and of other reviewers. sanctions. Unauthorized disclosure of confidential information could subject you to administrative 729

730 FastLane Help For panel reviewers: disclose the identities of principal investigators or other reviewers, the relative assessments or ranking of Do not about merit review panel, or other details the merit review of proposals. proposal by a NSF protects the confidentiality of As proposals and of reviewers, it is important that as a reviewer you do not reveal others prior to, during or after a panel meeting, that you have to served as a reviewer on a specific panel. It is, however, recognized that you may need to advise your supervisor as to your absence due to serving on a panel. reviewer And, you may to include on your personnel resume that you have served as a wish for NSF in a given year. This is allowable, but you should not indicate the specific dates of the panels on which you have served. Potential of Interest Conflicts the contents Print of the Proposal Review book. For panel reviewers: If you an affiliation or financial connection with the organization or person submitting the proposal that might be have under construed as creating a conflict of interest, describe those affiliations or interests in the Conflict of Interest section before "Prepare contact the cognizant NSF Program Officer and completing the review. Review", NSF Program Officer will examine any statement of affiliations or interests for the existence of a conflict of interest. If An potential do not include a statement of conflicts you of interest, NSF assumes that you have no conflicting affiliations or interests. In addition, you must complete the Conflict - of - Interest and Confidentiality Statement for NSF Panelists (NSF Form 1230P dated 11/2011). For ad hoc reviewers: be If you have an affiliation or financial connection with the organization or person submitting the proposal that might construed as creating a conflict of interest, describe those affiliations or interests in the Conflict of Interest section under "Prepare Review", and contact the co gnizant NSF Program Officer before completing the review. for the An NSF Program Officer will examine any statement of affiliations or interests of existence a conflict of interest. If you include a statement of potential conflicts of interest, NSF assumes that you have no conflicting affiliations or do not interests. Prepare and Submit Proposal Review Proposal to Log In Review 1. the FastLane Home Page screen (Figure 1), click Proposal Review . The On displays (Figure 2). Proposal Review screen 730

731 FastLane Help 1 FastLane Home Page screen. The Figure Proposal Review link is circled. Figure 2 Proposal Review screen. The Log In section and the Log In button are circled. Read the Rules of Behavior (Figure 2). You signify your 2. of the Rules of Behavior by logging in. acceptance following: 3. In the Log In section (Figure 2), do the • In the Proposal Number box, type the proposal number given to you by the NSF Program Officer. • In the Reviewer Last Name box, type your last name. the • In the Pin box, type proposal PIN given to you by the NSF Program Officer. 4. Click the Login button (Figure 2). The Proposal Review screen displays (Figures 3 through 8) with these options: • Prepare a review proposal • View the 731

732 FastLane Help the and save Download proposal • Have NSF print and mail the proposal • you to • Have NSF make and mail a of the proposal to you CD NSF • Edit your information on file with your demographic • Add to or update information Figure 3 Proposal Review screen, Reviewer and Proposal Information section (upper portion of the screen). 732

733 FastLane Help screen. Figure 4 Merit Review Criteria section of the Proposal Review of Figure 5 Your Potential Conflicts Interest section of the Proposal Review screen. 733

734 FastLane Help screen. Figure 6 Your Obligation to Keep Proposals Confidential section of the Proposal Review Statements Figure 7 Privacy Act and Public Burden screen. section of the Proposal Review 734

735 FastLane Help 8 Proposal Review Functions section of the Proposal Figure screen. Review Proposal to Log In Review . The Review FastLane 1. On the Home Page screen (Figure 1), click Proposal Review screen Proposal displays (Figure 2). 1 Figure circled. FastLane Home Page screen. The Proposal Review link is 735

736 FastLane Help the 2 Review screen. The Log In section and Proposal Log In button are circled. Figure Read the Rules of Behavior (Figure 2). You signify your acceptance of the Rules of Behavior by logging 2. in. 3. the Log In section (Figure 2), do the following: In Program Officer. the Proposal Number box, type • given to you by the NSF In the proposal number • In the Reviewer Last Name box, type your last name. In the NSF Program Officer. • the Pin box, type the proposal PIN given to you by 3 Click the Login button (Figure 2). The Proposal Review screen displays (Figures 4. through 8) with these options: • Prepare a review • View the proposal proposal • Download and save the the • Have NSF print and mail proposal to you • Have NSF make and mail a CD of the proposal to you information • Edit your on file with NSF information • Add to or update your demographic 736

737 FastLane Help of Figure 3 Proposal Review screen, Reviewer and Proposal Information the section (upper portion screen). 737

738 FastLane Help screen. Figure 4 Merit Review Criteria section of the Proposal Review of Figure 5 Your Potential Conflicts Interest section of the Proposal Review screen. 738

739 FastLane Help Figure 6 Your Obligation to Keep Proposals Confidential section of the Proposal Review screen. screen. Figure 7 Privacy Act and Public Burden Statements section of the Proposal Review Figure 8 Proposal Review Functions section of the Proposal Review screen. Prepare Review a Proposal ). 1. Access the Proposal Review screen (Figure 1) (see Log In to Proposal Review 739

740 FastLane Help 1 Lower portion of the Proposal Figure screen. The Prepare Review link is circled. Review Review 2. On the Proposal Review screen (Figure 1), click Proposal screen . The Merit Review Criteria displays (Figure 2). Figure 2 Merit Review Criteria screen. the 3. Click The Continue button at the bottom of the Merit Review Criteria screen. Proposal Review Form screen displays (Figure 3). 740

741 FastLane Help Figure Proposal Review Form screen. 3 your email address. In the Work in Progress section (Figure 3), type 4. 741

742 FastLane Help click you want a copy of the review emailed to you, the radio button under the eMail 5. If box. In the Rating Section (Figure 3), click the radio button for one of 6. the three options. Rating you agreed to rate the proposal , in the Overall 7. If section (Figure 3), click the radio button for one of the ratings. 8. In the first text box of the Overall Rating section (Figure 3), in the context of the five review elements, your evaluation of the proposal with respect to intellectual merit . type Rating the 9. second text box of the Overall In section (Figure 3), in the context of the five review elements, type your evaluation of the proposal with respect to broader impacts . 10. In the third text box of the Overall Rating section (Figure 3), type your evaluation of the proposal with respect to any additional solicitation - specific review criteria, if applicable. should 11. In the Summary Statement box (Figure 3), type an evaluative summary. The summary describe your of the proposal based on the review criteria. overall assessment In the Other Suggested box (Figure 3), type the names of any individuals that you think 12. Reviewers review the proposal (optional). should In the Conflicts of section 13. (Figure 3), type an explanation of any conflict of interest that Interest you may have in regard to this proposal. If you leave this box blank, NSF assumes there is no potential conflict of interest. Once you have completed Proposal Review form, you have two options: the • Submit the Proposal Review • Save the Proposal Review for editing and submitting later Submit the Proposal Review the On the lower portion of the Proposal Review Form screen (Figure 4), 1. click Submit Review button. The Receipt of Review screen displays (Figure 5). Proposal Figure 4 Lower portion of Proposal Review Form screen. The Submit Review button is circled. Figure 5 Receipt of Proposal Review screen. The Return button is circled. displays. 2. Click Return (Figure 5). The Proposal Review Log In screen 742

743 FastLane Help Save the Proposal Review Save the lower portion of the Proposal Review Form screen (Figure 6), click 1. the On Review button. The screen displays (Figure Review Saved 7). Proposal 6 Figure portion of Proposal Review Form screen. The Save Review button is circled. Lower 7 Proposal Review Saved screen with a message Figure that your proposal review has been saved. Proposal 2. Click the Return button (Figure 7). the The Proposal Review screen displays (Figure 1). To work on Review see Access a Saved Proposal Review . again, a Saved Proposal Review Access 1. Access the Proposal Review screen (Figure 1) (see Log In to Proposal Review ). portion Figure 1 Lower circled. of the Proposal Review screen. The Prepare Review link is 2. On the Proposal Review screen (Figure 1), click Proposal Review . The Merit Review Criteria screen (Figure 2). displays 743

744 FastLane Help 2 Merit Review Criteria Figure screen. Click the Continue 3. button at the bottom of the Merit Review Criteria screen. The Proposal Review Form as you had saved 4 screen displays (Figure 3) it. To edit the review, see Prepare a Proposal Review , Step the through Step 12. To submit . review, see Submit a Review 744

745 FastLane Help Figure Proposal Review Form screen. 3 NSF Edit Your Information with screen 1. Access the Proposal Review ). (Figure 1) (see Log In to Proposal Review 745

746 FastLane Help 1 Top portion of the Proposal Figure Review screen. The Edit button is circled. screen 2. On the Proposal Review screen (Figure 1), click the Edit button. The Reviewer’s Information displays (Figure 2). 746

747 FastLane Help 2 Reviewer’s Information screen. Figure Save button is circled. The require (Figure 2). you 3. Change the information as A 4. Click the Save button (Figure 2). as screen displays (Figure 3) with the message that your information, saved. changed, has been 747

748 FastLane Help 3 Screen with the message that the changed Figure has been saved. information Update Your Demographic Information See Demographic Information: What an and Why? and the Privacy Act and Public Burden Statements for and how of the catego ries of demographic information explanation NSF uses this information. are optional. All categories Log 1. Access the Proposal Review screen (Figure 1) (see In to Proposal Review ). Figure 1 Top portion of the Proposal is Review screen. The Add/Update button circled. In the Demographic Information section of the 2. Proposal Review screen (Figure 1), click the Add/Update (Figure 2). button. The Please Add/Update Your Demographic Information screen displays 748

749 FastLane Help 2 Please Add/Update Your Demographic Information screen. The Save button is Figure circled. to or change 3. Add information as you require. the demographic the message 4. Click the (Figure 3) with Save button (Figure 2). The Demographic Information screen displays that the changes have been saved. Figure 3 Demographic Information screen. displays (Figure 1). 5. Click the Continue button (Figure 3). The Proposal Review screen 749

750 FastLane Help View Proposal a Log the Proposal Review 1. (Figure 1) (see Access in to Proposal Review ). screen Lower portion of the Proposal Figure 1 screen. The View Proposal link is circled. Review displays 2. On the Proposal Review screen (Figure 1), click View Proposal . The View/Print Proposal screen 2). You have these options (Figure on the View/Print screen: the • View proposal entire • View a the proposal section of 750

751 FastLane Help View/Print Proposal screen. The radio button for View Entire Proposal and 2 the View button are Figure circled. the Entire View Proposal On the 1. View/Print Proposal screen (Figure 2), click the radio button for View Entire Proposal. The proposal displays in PDF format (Figure 3). If you need Adobe Reader, Adobe Reader for FastLane . see circled. Figure 3 Proposal in PDF format. The Print icon is the screen. To print the proposal, click the Print icon on 2. The proposal prints in its entirety. View a Section of the Proposal View/Print Proposal 1. On the want screen (Figure 4), click the radio button for the section of the proposal you displays format The proposal section to view. in PDF (Figure . 5). If you need Adobe Reader, see Adobe Reader for FastLane 751

752 FastLane Help Figure 4 View/Print Proposal screen. The radio button circled. for Budget and the View button are 752

753 FastLane Help 5 Summary Proposal Figure PDF format. Budget in To print the section, click the 2. Print icon on the screen. The proposal section prints. Download and Save Proposal a ). Proposal Review 1. Access the Proposal Review screen (Figure 1) (see Log In to is Figure 1 Lower portion of the Proposal Review screen. The Download/Save Proposal link circled. On the Proposal Review screen 2. (Figure 1), click Download/Save Proposal . The (Figure 2). Download File window displays 753

754 FastLane Help 2 File Download window. The Figure button is circled. Save (Figure 3). 3. Click the Save button (Figure 2). The Save As window displays 754

755 FastLane Help 3 Save As window. The Figure Save button is circled. 4. In the File Name box (Figure 3), give the proposal a title and select the section of your computer you want to save it to. 5. Click the Save button (Figure 3). The proposal downloads to your computer as a PDF file. After completion of (Figure 1). the download, the Proposal Review screen displays Print at NSF Proposal and Mail Proposal at NSF and Mail Print 1. Access the Proposal Review screen (Figure 1) (see Log In to Proposal Review ). 1 Figure Lower portion of the Proposal Review screen. The Print Proposal at NSF and Mail link is circled. displays 2. Click Print Proposal at NSF and Mail (Figure 1). The Print on Demand Submit Request screen 755

756 FastLane Help (Figure 2). Print on Demand Submit Request screen. The Submit 2 button is circled. Figure Request In the Reviewer Name section (Figure 2), check to see that your name and address as displayed are correct. 3. If it your information. is incorrect, update If you want NSF to send the proposal to a different address than displayed in the Reviewer Name 4. the one , type new address in the the boxes provided. section Click Submit Request button (Figure 2). The Proposal Print Request screen 5. displays (Figure 3) with your address and the message that the request has been submitted. 3 Proposal Print Request screen. The Return Proposal Review button is circled. Figure to Click Return to Proposal Review (Figure 3). The Proposal Review screen displays (Figure 1). 6. Print Proposal at NSF and Mail Access the Proposal Review screen (Figure 1) (see Log In to Proposal Review ). 1. 1 Lower portion of the Proposal Review Figure Print Proposal at NSF and Mail link is circled. screen. The 2. displays Click Print Proposal at NSF and Mail (Figure 1). The Print on Demand Submit Request screen (Figure 2). 2 Print on Demand Submit Request screen. The Submit Request button is circled. Figure In the Reviewer Name section (Figure 2), check to see that your name and displayed address as 3. are correct. If it is incorrect, update your information. 4. If you want NSF to send the proposal a different address than the one displayed in the Reviewer Name to section , type the new address in the boxes provided. Submit Request 5. Click (Figure 3) with your button (Figure 2). The Proposal Print Request screen displays address the message that the request has been and submitted. Print Request screen. 3 Proposal The Return to Proposal Review button is Figure circled. 3). 6. Click Return to Proposal Review (Figure The Proposal Review screen displays (Figure 1). Update Information for Printing at NSF 2 1. Access the Print on Demand Submit Request screen (Figure 1) (see Print at NSF and Mail, Step 1 and Step ). 756

757 FastLane Help 1 Print on Demand Submit Request screen. The Figure Reviewer Information button is Update circled. Update 2. In the Reviewer Name section of the Print on Demand Submit Request screen (Figure 1), click Information Reviewer Information . The Reviewer’s 2). screen displays (Figure 757

758 FastLane Help 2 Reviewer’s Information screen. The Save button is circled. Figure Change the information you require (Figure 2). 3. as Click the Save button (Figure 2). A screen displays with the message that your information 4. has been saved (Figure 3). 3 Screen with the message that your information has been saved. Figure 5. Click the Continue button (Figure 3). The Print on Demand Submit Request screen displays (Figure 1). Mail Create CD at NSF and Create CD at NSF a and Mail 1. Access the Proposal Review screen (Figure 1) (see Log In to Proposal Review ). screen. The Figure 1 Lower portion of the Proposal Review circled. Create CD at NSF and Mail link is 2. On the Proposal Review screen (Figure 1), Create CD click at NSF and Mail . The CD on Demand Submit (Figure 2). Request screen displays 758

759 FastLane Help Submit Request 2 CD on Demand Submit Request screen. The Figure button is circled. In the Reviewer 3. section (Figure 2), check to see that your name and address as displayed are correct. If Name they are incorrect, update your information . 4. If you want NSF to send the proposal to a different address the one than type displayed in the Reviewer Name section , 5. the new address in the boxes provided (Figure 2). Request 6. Click the Submit screen button (Figure 2). The CD on Demand Submit Request Confirmation submitted. displays (Figure 3) with your address and the message that the request has been 759

760 FastLane Help 3 CD on Demand Submit Request Confirmation screen. Figure Continue button is circled. The 7. Click the Continue button (Figure 3). A screen displays with the message that the request is submitted. Create a CD at NSF and Mail ). Proposal Review 1. Access the Proposal Review screen (Figure 1) (see Log In to Figure 1 Lower portion of the Proposal Review screen. The Create CD at NSF and Mail link is circled. 2. On the Proposal Review screen (Figure 1), click Create CD at NSF and Mail . The CD on Demand Submit 2). (Figure Request screen displays 760

761 FastLane Help Submit Request 2 CD on Demand Submit Request screen. The Figure button is circled. In the Reviewer 3. section (Figure 2), check to see that your name and address as displayed are correct. If Name they are incorrect, update your information . than 4. If you want NSF to send the proposal to a different address the one type displayed in the Reviewer Name section , 5. the new address in the boxes provided (Figure 2). Request 6. Click the Submit screen button (Figure 2). The CD on Demand Submit Request Confirmation the submitted. displays (Figure 3) with your address and message that the request has been 761

762 FastLane Help Continue 3 CD on Demand Submit Request Confirmation screen. Figure button is circled. The Click 7. the Continue button (Figure 3). A screen displays with the message that the request is submitted. Update Personal Information for CD on Demand Steps 1 1. Access the CD on Demand Submit Request screen (Figure 1) (see Create a CD at NSF and Mail, 2 ). and on 1 CD Figure Demand Submit Request screen. The Update Reviewer Information button is circled. 2. button. The On the CD on Demand Submit Request screen (Figure 1), click the Update Reviewer Information screen 2). Reviewer’s Information displays (Figure 762

763 FastLane Help 2 Reviewer’s Information screen. The Save button is Figure circled. as the information 3. Change you require (Figure 2). been 4. Click the Save button has (Figure 2). A screen displays with the message that your information saved (Figure 3). Screen Figure 3 saved. with the message that your information has been 763

764 FastLane Help SPO Functions Sponsored Project Office Functions Introduction of the SPO Functions the contents Print book. Sponsored Project Office (SPO) representative potentially has many diverse functions. All these functions The are Research Administration (see Log In through SPO Functions ). accessed to functions you are The able to carry out as an SPO depend upon the permissions that you have as a user. When you log in to Research Administration, on the Research Administration screen (Figure 1), you will have access only to those SPO functions for which you have permission. the Note: If you have permission as a Financial User, to carry out financial functions, click Home Financial Functions on the FastLane link Page screen.) Figure 1 Research Administration screen. This individual has user permissions for all functions carried out in Research Administration. not display If you do not have permissions for a function, that function does when you access the Research functions. Administration Here is a table that maps user permissions to user screen. User Permission Function Listed on Research Administration Screen Granted Add, Modify, and Delete Users FastLane Accounts Management Permissions Change User 764

765 FastLane Help Passwords Initialize User accounts management, you have access only to those functions for (Within Review/Revise permission.) which you have Organizational Information Financial Administrator Only View • Organizational Reports Award Letters View/Print Organization’s • Sponsored Projects • Organizational Reports Officer View/Print • Award Notices Organization's • View/Edit Notifications To or Requests For NSF Approvals Under Grants Proposals/Supplements/File • View/Edit Updates/Withdrawals View/Edit Revised • Budgets Authorized • Organizational Reports Organizational Notices • View/Print Organization's Award Representative • View Project Reports • View/Edit Notifications To or Requests For NSF Approvals Under Grants • View/Edit Proposals/Supplements/Withdrawals • View/Edit/Submit Revised Budgets Functions • Authorized Organizational Representative Click a link below for on instructions for that SPO function: Accounts Management • of Intent Letters • Proposals/Supplements/File Updates/Withdrawals: • Work – on and submit proposals – Withdraw a proposal – View and print a submitted proposal of – Check the status a proposal – Supplementar y Funding Requests Proposal File Updates – • Award Documents • Check Continuation Funding Status Forwarded/Submitted Revised Budgets • and Requests Notifications • • Organizational Reports • Authorized Organizational Representative Functions to Log In SPO Functions in Research Administration On the FastLane Home 1. screen (Figure 1), click Research Administration . The Page (Figure 2). Research Administration Login screen displays 765

766 FastLane Help 1 FastLane Home Page screen. The Research Figure Administration link is circled. Figure 2 Research Administration Login screen. The Login box, the radio button for Research button Administration, and the Login are circled. button, 2. In the Login section (Figure 2), Click on Sign In to Fastlane/Research.gov 3. the boxes the You will be redirected to Research.gov Sign In page. Type in following information: • NSF ID number Your National Science Foundation Identification • Password Click the Sign In button. 4. Research Administration link under NSF The Research.gov My Desktop page will be displayed. Click on FastLane Services. 5. The Research Administration page will be displayed. 6. Click on function link (Figure 2) to go to that function in Research Administration: a Accounts Management • 766

767 FastLane Help • of Intent Letters Proposals/Supplements/File Updates/Withdrawals • on: — Work Proposals – proposals ° only) Edit/Submit (AOR Withdraw a ° only) proposal (AOR a submitted proposa l ° View and print the status of a proposa l ° Check – Supplementary Funding Requests – Proposal File Updates Award Documents • Check Continuation Funding Status • Forwarded/Submitted • Revised Budgets Notifications and Requests • • Organizational Reports Organizational Representative Functions (Click on • a Authorized link for instructions for that function.) are documents The Research Administration screen (Figure 3) also features an In Box that shows you how many available for review in these SPO function categories: • Proposals/Supplements/File Updates/Withdrawals Forwarded/Submitted Revised Budgets • • Notifications and Request • AOR Functions • Letters of Intent Click on the number of the documents link to go to that function category. Figure waiting for 3 Research Administration screen. The In Box, with the number of documents attention circled. by function category, is Revise Organization Information Note: If you instructions. need to change the name of your organization, see Change Organization Name for 767

768 FastLane Help 1 Accounts Management screen on the User Account Figure tab. The Organization Information tab is circled. On 1. the Accounts Management screen (Figure 1), click the Organization Information tab. The Revise Information screen displays (Figure 2). circled. 2 Figure Revise Information screen. The Submit Changes button is revise 2. In the boxes (Figure 2), the information as you require. Submit Changes 3. Click the with the button (Figure 2). The Revise Information screen displays (Figure 3) again revised organization information. 768

769 FastLane Help 3 Revise Information screen with Figure revisions. The Confirm Changes button is circled. the a 4. Click the Confirm Changes button (Figure 3). The Confirmation screen displays (Figure 4) with information has been message that the organization revised. circled. Figure 4 Confirmation screen. The Account Management Main link is on 5. Click Account Management Main (Figure 4). The Accounts Managements screen displays the User Account tab. Change the Organization Name If you Note: need to revise other organization information, see Revise Organization Information for instructions. Accounts Access the Accounts Management screen 1. on the User Account tab (Figure 1) (see Access Management ). 769

770 FastLane Help 1 Accounts Management screen on the User Account tab. The Organization Information tab is circled. Figure 2. On the Accounts Management screen on User Account tab (Figure 1), click the the Information Organization Information tab. The Revise (Figure 2). screen displays Figure 2 Revise Information screen. The Request Change of Organization Name link is circled. 3. screen Click Request Change of Organization Name (Figure 2). The Request Change of Organization Name 3). displays (Figure 770

771 FastLane Help Submit 3 Change of Organization Name screen. The Request Request button is circled. Figure In 4. New Name of Organization box (Figure 3), type the new name. the the Short Name box (Figure 3), type In the short name of the organization (optional). 5. In the 6. Letter Email Address (Figure 3), type the email address of the individual who receives award Award letters. the the Recipient Name box (Figure 3), write name of the email recipient (optional). 7. In In 8. Additional Comments box (Figure 3), type or copy and paste any additional information that you the organization’s name change. to want convey on the 9. the Submit Request button (Figure 3). Click The Confirmation screen displays (Figure 4)with the message that your organization name change has been submitted to NSF. Figure 4 Confirmation The Account Management link is circled. screen. Click 10. User Account Management Main (Figure 4). The Accounts Management screen displays on the Account tab. Check the Status of an Organization Name Change 1. Access the Accounts Management screen on the User Account tab (Figure 1) (see Access Accounts ). Management 771

772 FastLane Help 1 Accounts Management screen on the User Account Figure tab. The Organization Information tab is circled. On the Accounts Management screen on the User Account tab (Figure 1), 2. the Organization click Information tab. If NSF has not yet approved a name change request, the Revise Information screen displays as in Figure 2 with a message that the name change is pending. If a name change request has been previous approved, the screen displays without the message. You can still submit a new name request if a request Organization is still pending (see Change the Name for instructions). change Figure 2 Revise Information screen. Circled is the message that an organization request is pending, along with the new name. Financial Representative Information 1. Access the Accounts Management screen on the User Account tab (Figure 1) (see Access Accounts ). Management 772

773 FastLane Help 1 Accounts Management screen on the User Account Figure tab. The Financial Representative tab is circled. Information On 2. the Accounts Management screen on the User Account tab (Figure 1), click the Financial Representative Information tab. three Financial Representatives 3. Fill in the information for up to (Figure 2). in the available fields Figure 2 The Financial Representative Information page. The fields for one of the Financial Representatives Submit button and the are circled. Once the necessary information for one to three Financial Representatives has been 4. filled out click the Submit button (Figure 2). Organizational Reports Introduction Organizational Reports 773

774 FastLane Help Organizational Reports, you can view basic information about the activity of your organization with NSF. In the following: In Organizational Reports, you can view Active awards • for awards with the option to Search the abstract for an award view • Continuing Grant Increments Check continuation funding status Report • Organizational Permissions the permissions for your organization’s users View the a link above for on instructions for that option.) (Click Access Organizational Reports See Reports. for instructions to begin working on Organizational Organizational Reports Access 1. Access the Research Administration screen (Figure 1) (see Log In to SPO Functions ). Research Figure 1 circled. Administration screen. The Organizational Reports link is 2. On the Research Administration screen (Figure 1), click Organizational Reports . The Organizational displays (Figure 2). Reports screen 774

775 FastLane Help 2 Organizational Reports Figure screen. In the Select Organization 1. drop - down list (Figure 2), select the organization whose reports you Name want to view. 2. In the Indicate Report Type section (Figure 2), you have options to view the following: • Active awards listing • Continuing Grant Increments Report • Organizational Permissions above for (Click a link on instructions for that option.) View Active Awards 1. Access the Organizational Reports screen (Figure 1) (see Access Organizational Reports ). 1 Organizational Reports screen. Figure the 2. On Organizational Reports screen (Figure 1), select the radio button for Active Awards. displays (Figure 2). 3. Select the Continue button (Figure 1). The Active Awards screen 775

776 FastLane Help 2 Awards screen. The Continue Active button is circled. Figure In the Search for Awards section (Figure 2), search for active awards by 4. any of the following criteria: range • Date In the From box, enter the beginning date for the range (in mm/dd/yyyy format). – – the To box, enter the ending date for the range (in mm/dd/yyyy format). In • Award number the the Award number box, type award number. – In Status change • In the Status – Occurring Anytime After this Date box, type the date after which the status Change change occurred (in mm/dd/yyyy format). Sort Results 5. In the criteria: By section (Figure 2), click the radio button for one of the sorting • End Date Award • Award Number 6. Select the Continue button (Figure 2). The Active Awards Search Results screen displays (Figure 3) with a that match your listing of the active awards search criteria. active Figure 3 Active Awards Search Results screen. An award number is circled for an award. 3) Select a column heading (Figure 7. to view the active awards ordered by that category. 8. To view the abstract for an active award, select the award number (Figure 3) on the row for the active award abstract. whose abstract you want to view. The NSF Award Abstract screen displays (Figure 4) with the award 776

777 FastLane Help 4 NSF Award Figure Abstract screen. Increments View Continuing Grant 1. Access the Organizational Reports ). screen (Figure 1) (see Access Organizational Reports Figure 1 Organizational Reports screen. radio 2. On the Organizational Reports screen (Figure 1), select the Continuing Grant button for Increments. (Figure 2). 3. Select the Continue button (Figure 1). The Continuing Grant Increments screen displays 777

778 FastLane Help 2 Continuing Grant Increments screen. The Figure Continue button is circled. 4. In the Select Key Fiscal Year in which Increment Is Due drop - down box (Figure 2), select the fiscal year for the award you want to check. 5. In the Sort Results By list (Figure 2), select a radio button (Figure 2) for a criterion to sort the awards by: • Final Project Due Date PI’s Last Name • • Award Number 6. Select the Continue button (Figure 2). The Search Results for Awards by Continuing Grant Increments of the awards screen displays (Figure 3) with a listing that meet your search criteria. for Figure 3 Search Results circled. Awards by Continuing Grant Increments screen. An award number is 7. Select the link for the award number (Figure 3) that you want to view a report for. The Continuing Grant Increments screen displays (Figure 4). 778

779 FastLane Help 4 Continuing Grant Increments screen. A report number is circled. Figure Select the report number link for the report 8. want to view (Figure 4). A screen displays (Figure 5) with you the report contents in PDF format. If you need to download Adobe Reader, see Adobe Reader for FastLane . PDF format. Figure 5 Screen with the selected report in User Permissions Report View Access the Organizational Reports screen (Figure 1) (see Access Organizational Reports ). 1. Figure 1 Organizational Reports screen. 2. On Organizational Reports screen (Figure 1), click the radio button for Organization the Report. Permissions 779

780 FastLane Help 3. the Continue button (Figure 1). The Organizations Permission Report screen displays (Figure 2), where Click have following options: you the View permissions for selected users • View users for selected permissions • all permissions View a of for all users • full report 2 Organization Permissions Figure Three user names and All Permissions are Report screen. highlighted. The Continue button is circled. View Permissions for Selected Users On the Organization Permissions Report screen (Figure 2), from the 1. Users list (Figure 2), highlight the Select users whose permissions you want to view or highlight All Users. (Figure 2), highlight All Permissions. 2. From the Select Permissions list Permissions screen the Continue button (Figure 2). The User Click Search Results displays (Figure 3) 3. showing the permissions for each selected user. Figure 3 User Permissions Search Results screen with a listing of the permissions for one of the individuals names whose permissions. were highlighted. The other individuals whose names were highlighted have no Selected View Users for Permissions the 1. On Organization Permissions Report screen (Figure 4), from the Select Permissions list (Figure 4), users. highlight the permissions for which you want to see the 780

781 FastLane Help 4 Organization Permissions Report screen. Figure All Users and the Authorized Organizational Representative Functions permission are highlighted. The Continue button is circled. From the Select 2. list (Figure 4), highlight All Users. Users displays (Figure 5) 3. Click the Continue button (Figure 4). The User Permissions Search Results screen showing the users for the highlighted permission. the Figure 5 Organization Permissions Search Results screen listing all users who have Authorized Organizational Representative Functions permission. View All Permissions for All Users On 1. (Figure the Organization Permissions Report screen (Figure 6), from the Select Permissions list 6), highlight All Permissions. 781

782 FastLane Help 6 Permissions Report screen. All Users and Organization All Permissions are highlighted. The Figure button Continue is circled. From the Select Users list (Figure 6), highlight All Users. 2. Click the Continue button (Figure 6). The 3. Permissions Search Results screen displays (Figure 7) showing User the permissions for all users, who are listed in alphabetical order. 7 User Permissions Search Results screen Figure with a listing of all users in alphabetical order and user. with the permissions listed for each AOR Functions Authorized Organizational Representative Functions Introduction Is an Authorized What Organizational Representative? the contents of the AOR Functions book. Print by Authorized Organizational Representative (AOR) is an individual authorized The an organization to do the following: • Sign a notification,a request, a proposal, or other document at the time of submission to NSF. • Provide the required certifications for the signed document (the certifications display as part of the signature process). 782

783 FastLane Help signature by an individual with AOR permissions through FastLane is way to sign and submit a Electronic the only notification, or request. You no longer need to send to NSF proposal, signed letters through the post. any AOR for instructions to begin Login working on AOR functions. See How Become an AOR You can request for the role in Research.gov Account Management To be an AOR, you you can system Once granted sign and submit proposals, notifications, and requests to NSF. the following: The AOR’s electronic signature is required for • Proposal Submitted PIs no longer sign proposals – As an AOR, your - signature must be provided concurrently with submission of the proposal • Supplemental Funding Request • Proposal File Update • Budget A Revised Submitted • All Notifications and Requests submitted to NSF Log In to Authorized Organizational Representative Functions 1. On the FastLane Home Page screen (Figure 1), click Research Administration . The (Figure 2). Research Administration screen displays 783

784 FastLane Help 1 FastLane Home Page screen. The Research Administration link is circled. Figure Login 2 Research Administration screen. Figure section is circled. The boxes (Figure 2): information 2. In the Login section, type the following in the Last Name • • NSF ID Your National Science Foundation Identification number • Password the 3. Click (Figure 2). radio button for Research Administration 4. Click the Login button (Figure 2). 784

785 FastLane Help Verify Your Signature Information the Authorized Organizational Representative Functions 1. screen (Figure 1) Access (see AOR Login ). 1 Authorized Organizational Representative Functions screen. The Account Management link is Figure circled. Representative In the Verify Signature Information section of the Authorized Organizational 2. Functions screen (Figure 1), check the accuracy of signature information displayed. the The 3. If you need to change your Account signature information , click Account Management (Figure 1). Management displays on the screen User Account tab (Figure 2). Figure 2 Account Management screen. The Search button is circled. 2), 4. In the Last Name box (Figure name. type your last 2). Management Click the Search button (Figure 5. The Accounts screen displays (Figure 3) with your section. name listed in the Search Results 785

786 FastLane Help 3 Accounts Management screen. The Figure link is circled. Modify Click (Figure 4). 6. Modify on the row for your name (Figure 3). The Modify User Profile screen displays 786

787 FastLane Help Figure Modify User Profile screen. The Modify User button is circled. 4 (Figure 4), type any changes 7. User Profile section In you need in the following boxes: the First Name • • Last Name Email • Phone Number • • Number Fax In 8. the Change Password box (Figure 4), change your password if needed. delete any or 9. If the User Permission section displays (as in Figure 4), click the check mark boxes to add user permissions. Figure 5 View Modify User Profile screen. The Confirm Changes button is circled. the Modify User 10. Click (Figure 5). button (Figure 4). The View Modify User Profile screen displays (Figure 6). 11. Click the Confirm Changes button (Figure 5). The Confirmation screen displays 787

788 FastLane Help Figure 6 Confirmation screen. The Account Management Main link is circled. (Figure 7). 12. Click Account Management Main (Figure 6). The Account Management screen displays Figure 7 Accounts Management screen. The Cancel button is circled. 13. Click the Cancel button (Figure 8). (Figure 7). The Research Administration screen displays 788

789 FastLane Help 8 Research Administration screen. The Authorized Organizational Figure Representative link is circled. Functions Click Authorized Organizational Representative 14. Functions (Figure 8). The Authorized Organizational Representative Functions screen displays (Figure 1). Submitted View Figure 2 Proposal screen. is If the document (Figure 3). a Supplemental Funding Request , the View Proposal screen displays Figure 3 View Proposal screen. Budget If the document is a Revised Proposal in PDF , the Summary Proposal Budget screen displays (Figure 4) . format. If you need Adobe Reader, see Adobe Reader for FastLane 789

790 FastLane Help 4 Budget screen (in Summary Proposal PDF format). Figure the document is If subaward, the View Print Subaward screen displays (Figure 5). a Figure 5 View/Print Subaward screen. Panelist Functions Panelist Functions Introduction invites subject matter NSF to participate in reviewing proposals submitted for government funding. Upon experts proposals. accepting the invitation, reviewers use the Panelist Functions to enter and submit reviews on assigned Panelist Functions include the following four systems: The Travel and Reimbursement System • • Meeting Sign - In System • Panel Review • Interactive Panel System Log In to Panelist Functions the top. 1. On the FastLane Home Page screen (Figure 1), select Panelist Functions in the navigation bar at 790

791 FastLane Help The Functions screen displays (Figure 2). Panelist FastLane Home Page Figure screen. The link for 1 Panelist Functions is circled. 2 Panelist Figure Functions screen. The Log In section is circled. Panelist Functions the Log In section on the 2. In screen (Figure 2), do the following: Panel ID • In the from NSF. box, type the Panel ID that you received Name In the Panelist Last box, type your last name. • • In the Password box, type the password that you received from NSF. Panelist System Selection 3. Select the Login button (Figure 2). The 8), screen displays (Figure 3 through work on where you have option to the any of these systems: Travel and Reimbursement • System • Meeting Sign - In • Panel Review System Interactive Panel System • 791

792 FastLane Help 3 Panelist System Selection screen, Reviewer Figure Proposal Information section (upper portion of and screen). the section Figure 4 Proposal Evaluation Criteria screen. of the Panelist System Selection 792

793 FastLane Help Selection screen. Figure 5 Your Potential Conflicts of Interest section of the Panelist System Proposals Figure 6 Your Obligation to Keep System Selection Confidential section of the Panelist screen. 793

794 FastLane Help 7 Privacy Act and Public Burden Statements section Figure Panelist System Selection screen. of the 8 Panelist Functions Figure section of the Panelist System Selection screen. Locate Your Panel Assignment Information panel assignment information will be sent via Your email from your Program Officer (PO). However, - , you can reference the information (i.e., Panel/Meeting ID , Panel Name , Start Date , End Date , Cut Date off online by doing and Active ) Panel Status the following: Access FastLane by pointing your 1. browser to www.fastlane.nsf.gov 2. Click Panelist Functions . The Panelist Functions screen displays. 3. (Figure 1). Log in to the Panelist Functions. The Panelist System Selection screen displays (Figure 1). 4. Locate the Panel Information section of the Panelist System Selection screen 794

795 FastLane Help 1 Upper portion of the Panelist Selection screen showing Panel Information. Figure System Changing Your Password 1. Select the Change Password link from the upper - right navigation bar. Figure 9: Change Password Link 2. The Rules of Behavior page will be displayed. This page is used to ensure that you understand the rules of behavior involved with interacting with a the government computer system. You are required to read and accept rules behavior before continuing through of to change your password. Click the “I have read and accept the Rules of Behavior” checkbox, and click the Accept button (pictured below). Figure 10: Rules of Behavior Screen displayed. The Change Password screen is New 3. your Old/Temporary Password, your Enter Password, and Confirm your New Password. NOTE: Password length must be 6 and 20 characters. The between numeric password must contain at least one alphabetic and one 795

796 FastLane Help character. are not case sensitive. You cannot reuse Passwords last three passwords you have used. Passwords expire the 365 days. every Change Password Screen Figure 11: Click 4. the Submit button. confirmation screen is displayed indicating you have successfully changed your password. You A may select the Applicant Home Page link to return to your Application task list. least be between 6 and 20 characters. The password must contain at Password length one alphabetic and must reuse character. one Passwords are not case sensitive. You cannot numeric the last three passwords you have used. Passwords expire every 365 days. Update Your Personal Information accepting the to After to be a part of your first meeting, the following personal information that you provided National Science Foundation stored in FastLane: (NSF) is Title • Last Name • Name First • Institution Address • • Institution Phone No. • Institution FAX No. • Email Address • Website Address Once you have logged into above information the FastLane Panelist Functions system, you can update any of the by doing the following: Access 1. www.fastlane.nsf.gov FastLane by pointing your browser to Panelist 2. Click Panelist Functions . The Functions screen displays. 3. Log in to the initial log Panelist Functions with - on information provided by NSF. The Panelist System Selection screen displays. (Figure 1). 4. Locate the Reviewer Information section 796

797 FastLane Help 1 and Demographic Information sections of the Reviewer Panelist System Selection screen. The Edit Figure is button circled. Click the Edit button (Figure 1). The Information screen displays. 5. Reviewer's Change any of the information on 6. the Reviewer's Information screen. 7. Click the Save button to change your information. Or, click the Return to the Panelist System Selection button to leave your as is. information Update Your Demographic Information provided the to After accepting to be a part of your first panel, the following demographic information that you in National Science stored (NSF) is FastLane: Foundation Race • Ethnicity • Citizenship • • Gender • Disability into the FastLane Panelist Functions system, you Once you have logged of the information by can update any doing the following: to 1. Access FastLane by pointing your browser www.fastlane.nsf.gov Panelist 2. Click Panelist Functions . The Functions screen displays. 3. Log in to the Panelist Functions with the initial log on information provided by NSF. The Panelist System Selection screen displays. (Figure 1). 4. Locate the Demographic Information section 797

798 FastLane Help 1 Reviewer and Demographic Information of the Panelist System Selection screen. Figure section Add/Update button is circled. The 5. Click the Add/Update button (Figure 1). The Please add/update your Demographic Information screen displays. Change any of the information. 6. 7. Click the Save button to change your information. Or, click the Go Back button to leave your information as is. Travel and Reimbursement and Travel Reimbursement System Introduction Print the contents of the Travel and Reimbursement System book. FastLane Travel a participant attending a panel meeting at NSF, As arrange for both travel and lodging through the System. and Reimbursement The States Federal Government requires United business travel arrangements be coordinated through that all NSF contractors. Do this through the FastLane Travel and Reimbursement System (see Access NSF’s travel management ursement System ). FastLane Travel and Reimb the each meeting, you must complete the following three steps: For Answer the registration questions . The answers to these questions 1. help determine the meeting of travel and rates and also determine which functions day the Travel and Reimbursement System will be open to you for that meeting. Yes 2. Confirm your Social Security Number ( only if you answered to the registration question, “Do you have a U.S. Social Security Number?”). 3. Submit your personal and banking information . Please use only letters and numbers in the address fields, as entering special characters will delay payments. 798

799 FastLane Help these steps, you can do the following, depending upon how you answered the Once you have completed questions for that meeting: registration Make travel arrangements • Submit expenses • and Reimbursement System Introduction Travel System of the Travel and Reimbursement the contents book. Print a participant attending a panel meeting at NSF, As arrange for both travel and lodging through the FastLane Travel and Reimbursement System. that all NSF States Federal Government requires United business travel arrangements be coordinated through The contractors. Do this through the FastLane Travel and Reimbursement NSF’s travel management System (see Access the FastLane Travel and Reimbursement System ). For you must complete the following three steps: each meeting, meeting the 1. Answer the registration questions . The answers to these questions help determine Reimbursement travel and rates and also determine which functions of the Travel and day System will be open to that meeting. you for 2. Confirm your Social Security Number ( only if you answered Yes to the registration question, “Do you have U.S. Social Security Number?”). a 3. Submit your personal and banking information . Please use only letters and numbers in the address fields, as entering special characters will delay payments. do Once you have completed these steps, you can the the following, depending upon how you answered registration for that meeting: questions Make travel arrangements • Submit • expenses Access the Travel and Reimbursement System 1. On the FastLane Home Page screen (Figure 1), select Panelist Functions in the navigation bar at the top. The Panelist Functions screen displays (Figure 2). 799

800 FastLane Help for 1 FastLane Home Page screen. The Figure Panelist Functions is circled. link Panelist Functions screen. The Log Figure 2 section is surrounded in red. In 2. In the Log In section on the Panelist Functions screen following: (Figure 2), do the box, type the Panel/Meeting In the Panel ID ID that you received from NSF. • • In the Panelist Last Name box, type your last name. In • from NSF. the Password box, type the password that you received button 3. Select the Login (Figure 3). (Figure 2). The Panelist System Selection screen displays 800

801 FastLane Help 3 and Reimbursement link at the bottom of the Travel Panelist System Selection screen. Figure Select 4. Travel and Reimbursement (Figure 3). The Travel and Reimbursement Main screen displays (Figure 4). is the first time you have accessed the system If this for the meeting you plan to attend, you must register and therefore have access only to Participant Registration Questions, as in Figure 4. See Answer Participant Questions . Registration Step 4 Travel Figure with only 1 Participant Registration and Reimbursement screen Questions accessible. Meeting Register for a Register for a Meeting Introduction Before making travel and lodging arrangements, you must register as a participant for your meeting. The steps are as follows: • Watch the reviewer orientation video (if you have not watched in the last 12 months) • Answer the participant registration questions . • Confirm your Social Security Number (if you answered Yes to Question 1) . • your personal contact and banking information . Please use only letters and numbers in the Submit address fields, as entering special characters will delay payments. on a link for (Click instructions for that action.) Register for a Meeting Introduction making travel and lodging arrangements, you must register Before a participant for your meeting. The steps are as follows: as 801

802 FastLane Help • months) Watch the reviewer orientation video (if you have not watched in the last 12 registration Answer the participant questions . • Confirm your Social Security Number (if • you answered Yes to Question 1) . • Submit your personal contact and banking information . Please use only letters and numbers in the address fields, as entering special characters will delay payments. action.) instructions for (Click on a link for that Watch Reviewer Orientation Video Reimbursement 1. Access the Travel and Reimbursement Main screen (Figure 1) (see Access the Travel and ). System and Reimbursement screen. Figure 1 Travel Orientation video button is circled. 2. If you have not watched the orientation video in the last 12 months, click on the button to view “The Art and Science of Reviewing Proposals.” A new window/tab will open. Start the video by clicking the arrow/play button (Figure 2). 3. 802

803 FastLane Help 2 Reviewer orientation video. Play button is circled. Figure Enter your First name, Last name, and Email address in the boxes provided and click the Submit button to 4. start watching the video. 3 Figure contact information . Submit and View Quiz button is circled. Reviewer the video window/tab after completing the quiz questions and return to the Travel and Reimbursement 5. Close Main screen to complete the registration process. Answer Participant Registration Questions Reimbursement 6. Access the Travel and Reimbursement Main screen (Figure 1) (se e Access the Travel and ). System 1 Travel circled. and Reimbursement screen. Step 1 Participant Registration Questions is Figure (Figure 1). 7. Select Step 1 Participant Registration Questions The Participant Registration Questions (Figure 2). screen displays 803

804 FastLane Help button Participant Registration Questions screen. The Continue is circled. 2 Figure For each of the following questions, select either the Yes 8. No radio button: or you have a U.S. Social Security Number? • Do Are you a U.S. Government Employee? • Federal Are you a local participant? • • Are you a Virtual Participant? • Are you a U.S. citizen or a permanent resident (green card holder)? your home address located in the United States? • Is you have an account with a • U.S. Financial Institution? Do meeting • traveling to this Will you via commercial air or rail? be agent. Note: You must arrange your commercial air or rail ticket through the NSF’s travel • with Disabilities Act Americans require an interpreter, A. software to assist Will you the visually impaired, or another modification at the meeting location? airfare other B. Do you have a medical condition that requires than a standard coach seat (e.g. or first class, bulkhead, or other special accommodation) other ground transportation than taxi? Your processed by NSF's Office of Diversity request will be and Inclusion (ODI) in which you will have to supply a current note from a competent medical authority to validate your be kept requirement. information will This confidential within ODI. Note: the above questions apply only to individuals with qualified disabilities. button (Figure 1). 9. Select the Continue 804

805 FastLane Help To help you answer accurately, select the definition links under the questions to see the definition Note: of terms in the question. answered Yes to the If “Do you you have a Social Security Number?” the Personal Banking/Contact question, screen displays and asks you to confirm your Information Social Security Number . have answered No to the question, “Do you a Social Security Number?” the Reviewer Address History If you displays for you screen confirm your reviewer address History. to only choose to waive payment , NSF will pay If you for transportation reserved and purchased though NSF’s travel agent. To waive payment for services rendered to Waiver of NSF, select the waiver of payment check box. The Payment Confirmation Screen will display. Waiver of Payment Confirmation Screen must click Waive Payment on You the confirmation screen. Figure 1 Waiver of Payment Confirmation screen. The Waive Payment button is circled. Select the 1. Waive Payment button (Figure 1). to provide any If you select Waive Payment button, the system does not require you and banking information message that the FastLane Panelist Functions home screen will display a you have successfully registered and waived payment. the If you select cancel, Participant Registration Questions will be displayed. “You system displays the FastLane Panelist Functions The home screen (Figure 2) with a validation message, payment." have successfully registered and waived 805

806 FastLane Help 2 and Reimbursement screen. Figure Travel Your Social Security Number Confirm must confirm your Social Security Number You you answered Yes to the participant registration question, “Do if a Social Security Number?” you have Access 1. Personal Banking/Contact Information screen (Figure 1) (see Answer Participant Registration the Questions ). 1 Personal Banking/Contact Information screen. Figure In the Enter Social Security 2. box on the Personal Banking/Contact Information screen Number (Figure 1), type your Social Security Number. Information screen (Figure 3. In the Re - Enter Social Security Number box on the Personal Banking/Contact 1), type your Security Number again. Social Select one of the three radio buttons regarding Payment Eligibility : 4. By default, you are eligible for full payment, determined by your answers to the • registration questions. If you wish to receive all payment for which you are eligible, select the “Full Payment” option. Number, • If you do not wish to enter your Social Security you may select the “No Payment” option. on your • Of you are ineligible to receive compensation for services rendered to NSF for this meeting, based 806

807 FastLane Help that you are prohibited from accepting compensation aside from expense employer’s policy the “Partial Payment” option. reimbursement, select 5. the Submit button (Figure 1). One of two types of Personal Banking/Contact Information screens Select displays for you to submit your contact and banking information, according to whether you have: a • U.S. address and A U.S. financial institution • A foreign address and a U.S. financial institution expenses you choose “Partial Payment” and waive your If to compensation , NSF will only reimburse for right radio button and incurred. To waive compensation for services rendered to NSF, select the “Partial Payment” Submit. of Compensation Confirmation Screen will display. The Waiver Verify Your Reviewer Address History 1. Review and verify your Reviewer Address History with the National Science Foundation (Figure 1). Address 1 Reviewer Figure History page If the information is correct: 2. Select the Yes button (Figure 1). the If correct: information is not 3. Select the No button (Figure 1). Personal If you answered Yes to the question, “Does this reflect your information?” the Contact Information screen displays. If you answered No to History question, “Does this reflect your information?” the Reviewer Address the displays. Confirmation screen 807

808 FastLane Help page Address History Confirmation Reviewer 2 Figure and Banking Information Complete Contact Personal Complete and Banking Information Introduction Contact answered the participant you registration questions, you will submit personal contact and Depending upon how banking for one of the following: information • U.S. address and U.S. financial institution No address and U.S. financial institution • Foreign Foreign address and U.S. • financial institution Banking Contact and Complete Personal Information Introduction personal contact and questions, you will submit Depending upon how you answered the participant registration banking for one of the following: information U.S. address and U.S. financial institution • • Foreign address and No U.S. financial institution • Foreign address and U.S. financial institution Complete Information for U.S. Address and U.S. Financial Institution you have If Personal access the a U.S. Social Security Number (SSN) , you must confirm your SSN before you can screen. Banking/Contact Information a 1. Access the Personal Banking/Contact Information screen for U.S. address and U.S. financial institution (Figure 1) (see Answer Participant Registration Questions or Confirm Social Security ). Number 808

809 FastLane Help 1 screen for a U.S. Personal Banking/Contact Information address and Figure U.S. financial institution. In the Full Legal Name section, enter 2. your full legal name under which you file your taxes on the Personal Information screen Contact the following: Banking and (Figure 1), do In • First Name box, type your first name. the • In the Middle Initial box, type the first letter of your middle name (optional). the • Last Name box, type your last name. In • the Suffix drop down, In select your suffix (optional). Contact Information 3. In the Permanent U.S. Residence Address section of the Personal Banking and screen (Figure 1), do the following: • In the Address 1 box, type the first line of the street address. • In the Address 2 box, type the second line of the street address (optional). • In the Address 3 box, type the third line of the street address (optional). type • the City box, In your city. In the State box, type your state. • • In the Zip Code box, type your zip code. • In the Email Address box, type your email address. Please use only letters and numbers in the address fields, as entering special characters will NOTE: 809

810 FastLane Help delay payments. For example, use ‘Kings Highway’ instead of ‘King’s Highwa y ’. Contact In Contact Numbers section of the Personal Banking and the Information 4. (Figure 1), do the following: screen In the Business Phone • box, type your business phone. the Home Phone box, In your home phone or cell phone number. • type In • the Fax box, type your fax number (optional). 5. In the Financial Institution Information section of the Personal Banking and Contact Information screen (Figure 1), do the following: In the Bank Routing Number box, type the • Routing Number for your U.S. financial institution. Bank • In the Account Number box, type your account number institution. at this the radio • the Account Type box, select In button for either checking or savings. 6. Select the Continue button (Figure 1). The Personal Banking/Contact Information Confirmation screen displays (Figure 2). Figure 2 Personal Banking/Contact Information Confirmation screen. Confirm that the information 7. you typed is correct. you need to If : edit the information Personal Select the Edit button (Figure 2), and the Banking/Contact Information screen redisplays (Figure 1), where you can change the information. If the information is correct : (Figure 2). The 1. Select the Submit button Personal Banking/Contact Information Results screen displays saved. (Figure 3) with a message that your information has been 810

811 FastLane Help 3 Results screen. The OK button is circled. Figure Personal Banking/Contact Information the OK button (Figure 3). The Travel and Reimbursement Main screen displays. You have now 2. Select registration for the meeting and can proceed to completed make travel arrangements or submit if applicable. expenses Complete Information for Foreign Address and No U.S. Financial Institution Access the Personal Contact Information screen for a foreign address 1. no U.S. financial institution and Participant Registration Answer ). (Figure 1) (see Questions 1 Personal Contact Information screen Figure for a foreign address and No U.S. financial institution. In the Full Legal name section, enter your full legal name under which you file your taxes on the Personal 2. Contact Information screen (Figure 1), do the following: Banking and In First Name box, type your first name. • the • In the Middle Initial box, type the first letter of your middle name (optional). box, type your the Last Name last name. • In • the Suffix drop down, select your suffix (optional). In the (mm/dd/yyyy). • In Date of Birth box, type your date of birth • the Gender Drop down, select your gender. In In the Permanent Foreign Residence Address section of the Personal Contact Information screen 3. do the following: (Figure 1), • In the Address 1 box, type the first line of the street address. type • In the Address 2 box, the second line of the street address (optional). • In the Address 3 box, type the second line of the street address (optional). city, • In the City, State/Province, Zip/Postal Code, Country box, type your state/province, zip/postal code, country. and type the Email Address • box, In your email address. NOTE: Please use only letters and numbers in the address fields, as entering special characters will delay payments. For example, use ‘Kings Highway’ instead of ‘King’s Highway’. 4. In the Contact Numbers section of the Personal Banking and Contact Information screen (Figure 1), do the following: box, type • In the Business Phone your business phone. • the Home Phone box, In type your home phone or cell phone number. • In the Fax box, type your fax number (optional). Personal 5. Select the Continue button (Figure 1). The Contact Information Confirmation screen (Figure 2). displays 811

812 FastLane Help screen. 2 Confirmation Personal Contact Information Figure Confirm that the information you typed 6. is correct. you need to edit information : If the the Edit button (Figure 2). The Personal Contact Information screen redisplays (Figure 1), where you Select can change the information. If the information is correct : Select the Submit button (Figure 2). The Personal Contact Information Results 1. screen displays (Figure 3) with a information has been saved. message that your circled. OK Figure 3 Personal Contact Information Results screen. The button is 2. Select the OK button (Figure 3). The Travel and Reimbursement Main screen displays. You have now to completed registration for the meeting and can proceed make travel arrangements or submit expenses , if applicable. Complete Information for Foreign Address and U.S. Financial Institution you have a U.S. Social Security Number If , you must confirm your SSN before you can access the Personal (SSN) Banking/Contact Information screen. address Access the Personal Banking/Contact Information screen for a foreign 1. and U.S. financial institution (Figure 1) (see Answer Participant Registration Questions or Confirm Social Security Number ). 812

813 FastLane Help Personal Banking/Contact Information screen for a foreign address and 1 Figure U.S. financial institution. the Full Legal name section, enter your full legal name under which you file your taxes on the Personal In 2. Contact Information Banking and screen (Figure 1), do the following: the First Name box, type your first name. • In first In Middle Initial box, type the letter of your middle name (optional). • the In the Last Name box, type your • name. last • In the Suffix drop down, select your suffix (optional). the Permanent Foreign Residence Address section of the Personal Contact Information screen 3. In do the following: (Figure 1), In the Address 1 box, type the first line of the • address. street • In the Address 2 box, type the second line of the street address (optional). the Address 3 box, type In the second line of the street address (optional). • state/province, • In the City, State/Province, Zip/Postal Code, Country box, type your city, zip/postal code, country. and your In the Email Address box, type email address. • Please use only letters and numbers in the address fields, as entering special characters will NOTE: delay payments. For example, use ‘Kings Highway’ instead of ‘King’s Highway’. Personal Banking and the Contact Numbers section of the In Contact 4. Information screen (Figure 1), do the following: • In the Business Phone box, type your business phone. box, • In the Home Phone type your home phone or cell phone number. • In the Fax box, type your fax number (optional). In 5. Contact Information the Financial Institution Information section of the Personal Banking and screen (Figure 1), do the following: • In the Bank Routing Number box, type the bank routing number for your U.S. financial institution. • In the Account Number box, type your account number at this institution. savings. • In the Account Type box, select the radio button for either checking or button (Figure 1). The 6. Select the Continue Personal Banking/Contact Information Confirmation screen (Figure 2). displays 813

814 FastLane Help 2 Confirmation screen. Figure Personal Banking/Contact Information that you typed in is correct. 7. Confirm the information you need If edit the information : to the button (Figure 2). The Personal Banking/Contact Information screen redisplays (Figure 1), where Select Edit change you can the information. the information is correct : If Personal Banking/Contact Information Select the Submit button (Figure 2). The Results screen displays 1. (Figure 3) with message that your information has been saved. a The 3 Personal Banking/Contact Information Results Figure OK button is circled. screen. have now 2. Select the OK button (Figure 3). The Travel and Reimbursement Main screen displays. You completed for the meeting and can proceed to submit registration expenses if applicable. Make Travel Arrangements Make Travel Arrangements Introduction must first to make travel arrangements in FastLane for a meeting, you Before you are able register for a meeting by registration answering the participant questions (Step 1) and entering your personal contact and banking information (Step 2). The Travel Arrangements application will not be available to you if you are a local participant, plan to be a virtual date participant, or the meeting start has already occurred . screen. See Access Travel Arrangements for instructions on how to access the Travel Arrangements 814

815 FastLane Help Methods of Making Travel Arrangements make travel arrangements: There are two ways to - request form Complete the e mail reservation • the • NSF travel agent Call Make Travel Arrangements Introduction register make travel arrangements in FastLane for a meeting, you Before you are able for a meeting by to must first the participant registration questions answering 1) and entering your personal contact and banking (Step information (Step 2). to Travel Arrangements application will not be available to you if you are a local The participant, plan be a virtual participant, or the meeting start has already occurred . date See Access Travel Arrangements for instructions screen. on how to access the Travel Arrangements Methods of Making Travel Arrangements There are two to make travel arrangements: ways • Complete the e - mail reservation request form • Call the NSF travel agent Access Travel Arrangements you You can access the Travel Arrangements screen, if you have completed registration for a meeting and if not are the meeting a local participant, are not a virtual participant, or start date has not yet occurred . 1. On the FastLane Home Page screen (Figure 1), select Panelist Functions in the navigation bar at the top. (Figure 2). The Panelist Functions screen displays 815

816 FastLane Help 1 FastLane Home Page screen. The link for Panelist Functions is circled. Figure 2 Panelist Functions screen. The Figure In section is circled. Log 2. In the Log In section on the Panelist Functions screen (Figure following: 2), do the box, type the Panel/Meeting In the Panel ID ID that you received from NSF. • • In the Panelist Last Name box, type your last name. In • from NSF. the Password box, type the password that you received button 3. Select the Login (Figure 3). (Figure 2). The Panelist System Selection screen displays 816

817 FastLane Help the Travel and Reimbursement link at the bottom of 3 Panelist System Selection screen. Figure Select Travel and Reimbursement (Figure 3). The Travel and Reimbursement Main 4. screen displays (Figure 4). 4 Travel and Reimbursement screen. The Travel Arrangements link is Figure circled. Arrangements Travel 5. Select (Figure 4). 6. If you are a Non - Federal, Non - Local, Attending On - Site participant , the Travel Arrangements screen displays with Meeting ID and your participant name at the the top right. You have options to do the following: • Complete the e - mail reservation request form . • the NSF Call travel agent . Complete the Email Reservation Request Form online completed The Email Reservation Request Form is only for arranging transportation. FastLane sends your reservation to the NSF travel management contractor. form directly 1. the Travel Arrangements screen (see Access Travel Arrangements ). Access 2. On the Travel Arrangements screen, select Email Reservation Request . The Email Reservation Request Form screen displays. 3. In the Shipping Address for Ticket Delivery Via Federal Express section of the Email Reservation Request Form screen. screen, The Next button is circled. do the following: • the Organization Name box, type the name of In the organization you are affiliated with. • In the Address Line 1 box, type your street address. • In the Address Line 2 box, type the second line of the address (optional). box, • In the City type the city of your address. - down list. • In the State box, select your state from the drop 817

818 FastLane Help • the Zip Code box, type your zip code (optional for foreign address). In In Country box, type the name of the country you are currently located in. • the In Email address, type the email address where you want to the receive NSF communications. • In the Contact Numbers section, do the following: 4. In the Business Phone box, type your business phone. • In type the Home Phone box, your home phone or cell phone number. • In the Fax box, type your fax number (optional). • 5. In the Mode of Transportation section, select the radio button for the mode that you prefer. 6. In the Departure Airport/Rail Station section, type the name of the airport or rail station you are of these if you picked either modes of transportation. departing from (required Choose an airport/station near your home or office, as NSF will not Note: travel to, or lodging at, this pay for airport/station. section, the Preferred Schedule 7. In do the following: Information format. • In the Earliest date for travel to meeting box, type that date in mm/dd/yyyy • the Earliest time for travel to meeting box, type the earliest time you will be ready to leave in In hhmm format. Latest date for travel to meeting box, type that date in mm/dd/yyyy format. • In the • Latest time for travel to meeting box, type the latest time you will be ready to leave in hhmm In the format. Note: You must enter at least the earliest or latest date and time. 8. Preferred Seating section, select the radio button for your preference (for air travel only). In the 9. Special Travel Needs section, type in the Comments box any special needs that you might have for travel. In the (NSF does not guarantee delivery.) 10. Select the Next button. Figure 3 Transportation Security Administration (TSA) Traveler Information (for air travel only). Traveler 11. In the Transportation Security Administration (TSA) Email Information section of the Reservation Request screen (Figure 3), do the following: Form screen the Name box, type your full name as • it is shown In on the identification document presented at airport security check - points. • In the Date of Birth box, type that date in mm/dd/yyyy format. your • the Gender box, select In gender from the drop - down menu. • In the Redress Number box, enter your Redress number (optional). (optional). • In the Passport Number box, enter your passport number 818

819 FastLane Help • the Passport Issuing Country box, select the appropriate country from the dropdown menu In (optional) . The Travel and Reimbursements Main screen displays. 12. Select OK Call the NSF Travel Agent arrange for transportation by calling You NSF travel management contractor directly. can the Access the Travel Arrangements screen (see 1. ). Access Travel Arrangements the Travel Arrangements screen, find the name and phone number of the NSF travel management 2. On contractor. the contractor. You must give the contractor your 3. name and Panel/Meeting ID, which is at the top right Call the of Travel Arrangements screen. Submit Expenses Expenses Submit Introduction the to NSF you must meet following criteria: To submit travel expenses Answered No to • registration question, "Will you be traveling to this meeting via air or the participant rail?" Registered for the • meeting and submitted your personal contact and banking information. • Registered as a Non - Federal, Non - Local, Attending On - Site participant. NSF reimburses the following expense: owned vehicle (POV) mileage and • toll expenses for those Personally who used their own automobile, motorcycle, meeting or airplane to get to/from the Note: Reservations for air or rail transportation must be made through the NSF travel management contractor. can edit your expense reimbursement submission up to You the point that NSF begins processing it. If you still need to submit more expenses, you can submit additional POV expenses after NSF has completed processing your initial expenses. See NSF Policy on Expense Reimbursement for details on those expenses NSF reimburses. Submit Expenses Introduction To submit travel expenses to NSF you must meet the following criteria: to • Answered No the participant registration question, "Will you be traveling to this meeting via air or rail?" Registered for the meeting your personal contact and banking information. • and submitted Registered as a Non - Federal, Non - Local, Attending On - Site participant. • NSF reimburses the following expense: • Personally owned vehicle (POV) mileage and toll expenses for those who used their own automobile, get to/from motorcycle, or airplane to the meeting Note: Reservations for air or rail transportation must be made through the NSF travel management contractor. 819

820 FastLane Help can edit your expense reimbursement submission up to the point that NSF begins processing it. If you still You to more expenses, you can submit additional POV expenses after NSF has completed processing your need submit expenses. initial Policy on Expense Reimbursement for details on those expenses NSF reimburses. See NSF NSF Policy on Expense Reimbursement Compensation - In accordance with Internal Revenue instructions, NSF is required • Panelist Service (IRS) Form 1099, "Miscellaneous Income," to participants for federal tax filing purposes when to issue an IRS exceeds annual total compensation $600. travel expenses, according to Federal policy. Please keep in participants' approved the NSF reimburses mind general guidelines when making your following travel arrangements: Points of Departure/Return - • authorized points of travel departure and return are the traveler's The or residence. Travelers will be station for travel expenses only between these official duty reimbursed the meeting site. On occasion, points and a traveler may be away from his/her duty station or need to go to destination after the meeting. If this is the case, and it is for the convenience of the another then an alternate authorized point may be used. This must be noted. These are not Government, The traveler at must begin or end official travel the other authorized point. stopovers. Reservations - Reservations for transportation must be made through the NSF travel management • The Meeting ID is required to make reservations. NSF cannot reimburse over the contract contractor. airfare. Common Carrier (airplane, train or bus) - Travel by common carrier is presumed to be the most • the authorized the Government and is mode of travel. advantageous to Contract Carrier Flights - Travelers are expected to • use contract air carrier services provided to Federal agencies at reduced rates through the General Services Administration City Pair Program. even if • International Flights - Travelers must use U.S. - flag air carriers for international air travel, available, if another airline is less expensive. NSF cannot reimburse travelers for transportation on another travel on U.S. carrier flag carrier service is not available. A U.S. - flag air is a carrier holding a certificate - airline unless contractor Section 401 of the Federal Aviation Act of 1958. The NSF travel management will make under compliance with in regulation. travel arrangements this Airline Tickets - Tickets must be e - tickets unless there is a compelling reason for a paper ticket. Electronic • an 2 days prior to the travel date. Travelers will receive an email confirmation with are issued tickets invoice. The attached electronic be used for airport entry. attached invoice may Use of a Personal Vehicle - Travelers may be authorized to use a personally owned vehicle (POV) as • of transportation to NSF mode meetings, under the following conditions: the sponsoring Travelers sign and submit a mileage statement to the program office the o meeting. The use of a private vehicle is approved in advance by NSF. the General is limited to the rates established by Services o Mileage reimbursement http://www.gsa.gov/ for (See rates.) Administration. the current mileage The total amount of the reimbursement for POV expenses does not o exceed the cost of the airfare on a Government contract air carrier. form is NSF Policy o only one It of POV may be claimed per meeting. that • International Participants - Citizens of a foreign country who visit the United States usually need to is a obtain visa. For NSF meeting participants, this typically a visitor visa, a non - immigrant visa for travel to the United States for a scientific, educational, or professional meeting or conference on specific dates. Current information on U.S. visa policies is published on the Department of State Bureau of Consular website. Affairs Access Submit Expenses 820

821 FastLane Help at the FastLane Home Page screen (Figure 1), select Panelist Functions in the navigation bar On the top. 1. Panelist Functions screen displays The (Figure 2). 1 Figure Home Page screen. The link for Panelist Functions is circled. FastLane 2 Panelist Functions screen. The Figure In section is circled. Log following: 2. In the Log In section on the Panelist Functions screen (Figure 2), do the box, type the Panel/Meeting In the Panel ID • ID that you received from NSF. name. • In the Panelist Last Name box, type your last In the Password • box, type the password that you received from NSF. (Figure 3). 3. Select the Login button (Figure 2). The Panelist System Selection screen displays 821

822 FastLane Help the Travel and Reimbursement link at the 3 Panelist System Selection screen. Figure bottom of Select Travel and Reimbursement (Figure 3). The Travel and Reimbursement Main screen displays 4. (Figure 4). link 4 Travel and Reimbursement screen. The Submit Expenses Figure is circled. On 5. the Travel and Reimbursement screen (Figure 4), select Submit Expenses . The Submit Expenses screen displays for: (Figure 5). You have the options to submit expenses • owned vehicle (POV) mileage and Personally tolls Figure 5 Submit Expenses screen. Submit POV Mileage Expenses motorcycle, NSF reimburses a participant that used a personal automobile, from the or airplane to travel to and/or mile reimburses on the basis of a fixed rate per meeting. NSF traveled and for toll costs. See NSF Policy on Expense . Reimbursement 822

823 FastLane Help 1. the Submit Expenses screen (Figure 1) (see Access Submit Expenses ). Access 1 Submit Expenses screen. The Personally Owned Vehicle (POV) Mileage link is circled. Figure select the Submit Expenses screen (Figure 1), 2. Personally Owned Vehicle (POV) Mileage . The Personally On Owned (POV) Mileage screen displays (Figure 2). Vehicle 2 Personally Owned Vehicle (POV) Mileage screen. The Submit button is circled. Figure In the Estimated Mileage 3. section (Figure 2), do the following: • In the POV Mileage Type drop down list, choose the type of vehicle you used. - of miles • In the Estimated Mileage box, type the number round - trip miles you traveled. (Calculate your with help of a travel website.) the In the Tolls section, type the amount that you spent on tolls. 4. the Certification then Submit button (Figure 2). Select A screen displays (Figure 3) with the message that your 5. expenses have been submitted. with Figure 3 Screen message that your expenses have been submitted to NSF for approval. The OK button is circled. 6. Select OK (Figure 3). The Travel and Reimbursement Main screen displays. submission. You can edit your expenses up to the point that NSF begins processing your 823

824 FastLane Help Submit Additional POV Expenses completed submit additional expenses only after NSF has can processing of your initial POV expenses You See NSF Policy on Expense Reimbursement submission. details on what can be reimbursed. for the Submit Expenses screen 1. Access Access Submit Expenses ). (Figure 1) (see is circled. Figure 1 Submit Expenses screen. The Personally Owned Vehicle (POV) Mileage link (POV) On the Submit Expenses screen (Figure 1), select Personally Owned Vehicle 2. Mileage . The Personally Owned Vehicle (POV) Mileage screen displays (Figure 2). Personally Owned Vehicle Figure 2 is (POV) Mileage screen. The Additional Expenses link circled. 3. Click Additional Expenses (Figure 2). for The Additional Expenses Personally Owned Vehicle (POV) 3). Mileage screen displays (Figure 824

825 FastLane Help 3 Expenses screen for Personally Owned Vehicle (POV) Mileage. Figure Additional New Amendment’s POV Mileage box (Figure 3), type the additional amount of POV mileage. 4. In the In 5. the New Amendment’s Toll Amount box (Figure 3), type the additional amount of toll expenses. the Submit button (Figure 3). A screen Select displays (Figure 4) with the message that your additional 6. expense POV submitted to NSF for approval. amount has been 4 Screen with the message that your expenses been submitted to NSF for approval. Figure have Select OK (Figure 7. The Travel and Reimbursement Main screen displays. 4). - In Meeting Sign Sign - Introduction Meeting In In of the Meeting Sign - the contents book Print review to Meeting sign - in is available for each day of the meeting. The Meeting Sign - in Screen will enable you - your profile, answer transportation questions, and sign reimbursement in with your specific type of attendance to the day. The transportation questions only need for be answered on the first day of the meeting. Attendance type selection and sign - in is needed on a daily basis for the duration of the meeting. Access To Sign - in see Access Meeting Meeting Sign - in . For each meeting, you must complete the following three steps: 1. Review the reimbursement profile. to 2. answers Select the transportation questions. 3. Select an attendance type and sign in. Meeting Sign - In Introduction book Print the contents of the Meeting Sign - In 825

826 FastLane Help meeting. - in is available for each day of the Meeting sign The Meeting Sign - in Screen will enable you to review your reimbursement profile, answer transportation questions, and sign - in with your specific type of attendance for the day. The transportation questions only need to be answered on the first day of the meeting. Attendance a type selection and sign - in is needed on daily basis for the duration of the meeting. . in To Access Meeting Sign - in see Access Meeting Sign - For each meeting, you must complete the following three steps: 1. Review the reimbursement profile. 2. Select answers to the transportation questions. sign in. 3. Select an attendance type and Access Meeting Sign - In the 1. On the FastLane Home Page screen (Figure 1), select Panelist Functions in the navigation bar at top. screen The Panelist Functions displays (Figure 2). Figure 1 FastLane Home Page screen. The link for Panelist Functions is circled. 826

827 FastLane Help 2 red. Panelist Functions screen. The Log In section is surrounded in Figure the Log In section on In Panelist Functions screen (Figure 2), do the following: 2. the In the Panel ID box, type the Panel/Meeting ID • from NSF. that you received • In the Panelist Last Name box, type your last name. the password. the Password box, type • In Select the 3. Login button (Figure 2). The Panelist System Selection screen displays (Figure 3). screen. Figure 3 Meeting Sign - in link at the bottom of the Panelist System Selection 4. Select the Meeting - in link (Figure 3). Sign Meeting Sign - In Daily Meeting Complete Sign - in Functions 1. Access the Panelist Main Page. Figure 1 Panelist Functions section of the Panelist System Selection screen. page. the 2. Click on the Meeting Sign - in Link at the bottom of 827

828 FastLane Help View the Meeting Sign in Screen. 3. - Screen Meeting Sign - in 2 Figure Reviewing Reimbursement Profile type of The Meeting Sign - in Screen will display a participant’s current registration status as well as the for which the participant is eligible. This reimbursement status is determined by the answers provided during meeting the registration. For definitions to terminology, click on one of the hyperlinked terms within reimbursement profile. 828

829 FastLane Help 3 Meeting Sign - in Screen after clicking the “Non - Federal Participant” Figure hyperlink. to participant deem their registration Should a be incorrect, the link to update registration questions will profile enable the participant to review and edit the answers to the registration questions. to reimbursement profile hyperlinks and the link The the registration questions are available throughout the duration of the meeting. Answering Transportation Questions questions Meeting Sign - in Sheet will require panelists to answer two transportation The before signing - in. “How did you travel 1. to the meeting?” 2. from “How will you return the meeting?” be an answer from the radio button options Select each question. The transportation questions only need to to meeting. answered once, on the first day of signing - in for the 829

830 FastLane Help 4 Meeting Sign - in Screen with NSF Purchased Commercial Air/Rail selected as answers to the Figure Questions. Transportation Meeting Attendance Select an Attendance 1. Type for the current day from the dropdown. In Person - • NSF • In Person - Other Meeting Location TeleConference • Webcast • VideoConference • Online Forum • Other • on For to the attendance types, click the “Attendance Type” hyperlink above the definitions dropdown. to screen 2. Click Sign - in, in sign - in to the meeting for that day. A message will appear at the top of the sign - been Home alert you that the sign - in has to successful and will provide a link to the Panelist Functions for Page. Additionally, the “Signed in” column will now reflect the sign in changing from “No” the day, by to “Yes.” Attendance type can be changed for the day. Once the meeting duration of the meeting day has passed, the panelist will be unable to change the attendance type for any day other than the current day. 830

831 FastLane Help Dropdown. Figure 5 Meeting Sign - in Screen with Cursor on the Attendance Type - in Figure 6 Meeting Sign - in Screen after signing meeting. to the Panel Review System Introduction Panel Review System 831

832 FastLane Help Print of the Panel Review System book. the contents do the following in the Panel Review can Panelists System: View a proposal • Download a proposal • a panel review draft • Create Submit panel review a • Edit a submitted panel review • Review System Panel Introduction the contents of the Panel Review System book. Print do the Panelists in the Panel Review can System: following View a proposal • • a proposal Download • Create a panel review draft panel review a • Submit tted • a submi Edit panel review System View a Proposal in the Panel Review do a proposal in PRS, view the following: To 1. Access FastLane by pointing your browser to www.fastlane.nsf.gov 2. Click Panelist Functions . The Panelist Functions screen displays. provided 3. Log in to the Panelist Functions with the initial log on information Program by your screen Officer (PO). The Panelist System Selection displays (Figure 1). Figure 1 Panel Review System link at the bottom of the Panelist System Selection screen. (Figure 1). At the bottom of the Panelist System Selection 4. screen, click Panel Review System (Figure 2). The Panel Review screen displays 832

833 FastLane Help 2 Panel Review screen. The Figure Proposal tab is circled. View/Download Click the View/Download Proposal tab 5. if it is not already selected. The Panel Review screen (Figure 2) displays on the View/Download Proposal (Figure 3). tab Panel Figure 3 Proposal tab. Review screen on the View/Download to Select the proposal you want 5. look at by clicking the name. one of 6. View the proposal in the two following ways: Online by clicking the View • Proposal button (Figure 2). The proposal opens in the browser. 2). • Off - line by clicking the Download/Save button (Figure 833

834 FastLane Help Topics: Related Proposal Review Panel a Prepare Review the proposal, prepare a Panel Review as follows, keeping in mind the review guidelines : After reviewing FastLane by pointing your browser to www.fastlane.nsf.gov 1. Access Functions Panelist Functions . The Panelist screen displays. 2. Click Log in to 3. Functions with the initial log on information provided by your Program Officer the Panelist (PO). The Panelist System Selection screen displays (Figure 1). the Click to Work On section at 4. the bottom of the Panelist System Locate Selection screen. (Figure 1). System Panel Review 5. Click (Figure 1). screen. 1 Figure Panel Review System link at the bottom of the Panelist System Selection 6. the Prepare Review tab is Click it is not already selected. list Select the proposal from the 7. of proposals that you want to prepare a review for. 8. Click the Prepare Review button (Figure 2). The Panel Review screen displays. Figure 2 Prepare Review button on the Panelist System Selection screen. (Optional) Check the Please check this box if you want to 9. receive an email copy of your review box you. to (Figure 3) from the Work in Progress section if you want a copy of your review emailed 834

835 FastLane Help Panel Review screen. 3 Figure the section whether you intend to rate the proposal (Figure 3). 10. Indicate in Rating Select your 11. from the Overall Rating section if you selected I am rating this proposal from the rating section (Figure 3). Rating In the first text 12. box of the Overall Rating section (Figure 3), in the context of the five review elements, type your evaluation of the proposal with respect to intellectual merit . the the second text box of the Overall 13. section (Figure 3), in the context of In five review Rating elements, type your evaluation of the proposal with respect to broader impacts . the proposal with 14. In the third text box of the Overall Rating section (Figure 3), type your evaluation of respect any additional solicitation - specific to review criteria, if applicable. Summary Type an evaluative summary in the should Statement box (Figure 3). The summary 15. describe your overall assessment of the proposal based on the review criteria. 16. Type any suggestions in the Other Suggested Reviewers box (Figure 3). of 17. Identify any conflicts the interest you may have in reviewing the proposal in of Interest Text box (Figure 3). Conflicts 18. Click the Submit Review button to submit the review (Figure 3). The Review Receipt of Panel screen to displays (Figure 4). Or, click the Save Review button save your work without submitting the review changes (Figure 3). (Figure 3). Or, click Go Back to cancel your 835

836 FastLane Help it the accessible from longer no is Panel review a submitted Once you have : NOTE System. Review (Figure 4). screen Panel Review of Receipt button on Return the Click 18. the Figure Receipt of Panel Review screen. 4 Resubmit/Edit a Panel Review submitted previously if before a edit To following, the cutoff date: the do Panel Review, to browser pointing your www.fastlane.nsf.gov by FastLane Access 1. Functions screen displays. 2. Click Panelist Functions . The Panelist your Program Officer 3. Log in to the Panelist Functions with by provided information on the initial log displays screen (Figure 1). Panelist The (PO). System Selection Work On section (Figure 1). 4. Locate the Click to Click Panel Review 5. System (Figure 1). the bottom of the Panelist System Selection screen. link at Figure 1 Panel Review System 6. Click the Prepare Review tab is it is not already selected. the of proposals that you want to prepare a review for. proposal from the list 7. Select Message (Figure 3). screen displays Warning The 2). (Figure button Resubmit the Click 8. 836

837 FastLane Help Prepare 2 Resubmit Review button on Figure Review tabbed page. the 9. the Continue button (Figure 3). The Panel Review screen displays (Figure 4). Click review. Figure 3 Warning message screen with message for continuing your on the 10. Make your changes Panel Review screen (Figure 4). Click 11. Review the ReSubmit Review button (Figure 4). The Receipt of Panel displays. screen 837

838 FastLane Help 4 Resubmit Review button on Figure Panel Review screen. the Click the ReSubmit Review 12. button (Figure 4). The Receipt of Panel Review screen displays. the 13. Return Click button (Figure 5). screen. Figure 5 Receipt of Panel Review Retrieve a Saved Panel Review but not If you have prepared and saved a Panel Review submitted it, you retrieve the review for further editing or submission as follows: www.fastlane.nsf.gov 1. Access FastLane by pointing your browser to 838

839 FastLane Help Functions Panelist Functions . The Panelist screen displays. 2. Click Log in to 3. Functions with the initial log on information provided by your Program Officer the Panelist (PO). The Panelist System Selection screen displays (Figure 1). Work 4. the Click to Locate On section (Figure 1). 5. Click Panel Review System (Figure 1). Figure 1 Panel Review System link at the bottom of the Panelist System Selection screen. selected. 6. Click the Prepare Review tab is it is not already of proposals 7. the proposal from the list Select that you prepared a review for. 8. Click the Prepare Review button (Figure 2). The saved review displays. Figure 2 Prepare Review button on the Prepare Review tabbed page. Interactive Panel System Interactive Panel System Introduction Print of the Interactive the contents Panel System book. The Interactive Panel System (IPS) is an electronic FastLane system that allows panelists to do the following: • View a proposal • Print a proposal • Write a review comment • View review comments comments • Print review 839

840 FastLane Help • Prepare reviews Prepare dations • recommen Write Panel Summaries • Review Panel Summaries • Approve Panel summaries • Update personal information • IPS Layout is IPS into three tabbed screens: divided Panel Status (Figure 1) (Default) - displays basic information on all proposals assigned to the • panel as well as a summary of the work done by the entire panel, including individual proposal ratings, panel status. recommendations, comments, and panel summary 1 Panel Status screen. Figure proposal My Status • (Figure 2) - displays basic information for all proposals belonging to the your panel, organized by state: work Action Required Proposals : proposals awaiting an action from you (e.g., writing or approving o of a panel summary). will o No Action Required Proposals: proposals awaiting an action from another panelist. They if/when your switch to the "Action Required" group needed. action is has o Completed Proposals: proposals whose required Panel Summary been approved. If the panel summary changes, these proposals will reappear "Action in the Required" group. o Not Assigned to You : proposals for which you have no specific responsibilities. However, if you choose, you can submit comments on these proposals. 840

841 FastLane Help screen. 2 Status My Figure My Work (Figure 3) • displays your panel review work area. - 3 Figure My Work screen. Interactive Panel the System Roles in Program Officer (PO) The sets up the panel meeting and has many configuration options. Generally, a panel roles: consists of at least three panelists; and they are divided into the following generally defined writes • Scribe - the panelist who, in addition to reviewing the proposals, the panel's summary of the proposal being reviewed for panel approval • Lead the Panelist - panelist who presents the proposal being reviewed by the panel to the panel - • Panelist - panel members with non administrative functions who review proposals and panel panel summaries summaries, as well as approve the 841

842 FastLane Help Interactive System Introduction Panel of the Interactive Panel System book. the contents Print an electronic allows panelists to do the following: The Interactive Panel System (IPS) is FastLane system that View a proposal • Print a proposal • Write review comment • a View review comments • Print review comments • Prepare reviews • • Prepare recommendations • Write Panel Summaries • Review Panel Summaries Approve Panel summaries • Update personal information • IPS Layout IPS divided into three tabbed screens: is Panel Status (Figure 1) (Default) - displays basic information on • assigned to the panel as all proposals well as a summary of the work done by the entire panel, including individual proposal ratings, panel recommendations, comments, and panel summary status. Panel Figure 1 screen. Status My Status (Figure 2) - displays basic proposal information for all proposals belonging to the • organized by your work panel, state: o Action Required Proposals : proposals awaiting an action from you (e.g., writing or approving of a panel summary). another o No Action Required Proposals: proposals awaiting an action from to panelist. They will switch the Required" group if/when your "Action action is needed. Completed Proposals: the proposals whose required Panel Summary has been approved. If o panel changes, these proposals summary will reappear in the "Action Required" group. o Not Assigned to You : proposals for which you have no specific responsibilities. However, if you choose, you can submit comments on these proposals. 842

843 FastLane Help screen. 2 Status My Figure My Work (Figure 3) • displays your panel review work area. - 3 Figure My Work screen. Interactive Panel the System Roles in Program Officer (PO) The up the panel meeting and has many configuration options. Generally, a panel sets roles: consists of at least three panelists; and they are divided into the following generally defined writes • Scribe - the panelist who, in addition to reviewing the proposals, the panel's summary of the proposal being reviewed for panel approval • Lead the Panelist - panelist who presents the proposal being reviewed by the panel to the panel - • Panelist - panel members with non administrative functions who review proposals and panel panel summaries summaries, as well as approve the 843

844 FastLane Help Screen Overview My Work My Work tabbed screen is your work area to create, view, and review proposals, Your comments, and panel summaries, depending upon your role and the way your Program Officer (PO) set up the panel. Your My Work screen is actually modified to display only the functions you can perform; for example, if you are not a scribe you will not Summary tab as scribes are the panelists see the who write the Panel Summaries. My Work Menus Regardless of your role or the panel settings, you can easily navigating to your proposals with the My Work Menus A): on the left side of the screen (Figure 1, Section • Required Proposals Action Action Required • Proposals No • Completed Proposals • to You Not Assigned The proposals within each category can be ordered in the following ways: PO) • Discussion Order (as set by the • Proposal ID • Summary Status Sorted with the Proposals Figure By box ( 1, Section C ). My Work Other Function Boxes quickly perform many You of your individual panel duties can with the quick access Other Function box on the left side of the screen (Figure 1, Section B) : • Print Summary (scribe only) • Recommendation • Prepare Reviews • Name/Addr Info layout. screen Work Figure 1 My Functions IPS 844

845 FastLane Help a in IPS View Proposal proposal from IPS, do the following: view a To Access FastLane by pointing your browser to 1. www.fastlane.nsf.gov Panelist Functions . The Panelist Click Functions screen displays. 2. Log in to the Panelist Functions with the initial log on information 3. by your Program Officer provided (PO). The Panelist System Selection screen displays. Work Click to the On section. 4. Locate Click Interactive Panel System. 5. Continue one of the following routes: 6. Status • Panel Click a. Panel Status tab. the b. Click the proposal number in the Proposal Number column. c. the View/Print Proposal tab. Click the proposal section you want to print. Or, click Print Entire Proposal d. Click print all proposal parts. to opens in e. the OK button. Your selection Click a new window. • My Status a. Click the My Status tab. column. b. the proposal number in the Proposal Number Click c. Click the View/Print Proposal tab. d. Click the proposal section you want to print. Or, click Print Entire Proposal to all proposal parts. print e. Click the OK button. Your selection opens in a new window. Work • My a. the My Work tab. Click the View/Print Proposal tab. b. Click Click the proposal section c. to print. Or, click Print Entire Proposal to print all proposal you want parts. d. Click the OK button. Your selection opens in a new window. Related Topics: Proposal Review a Proposal from IPS Print print a proposal from IPS, do the following: To 1. Access FastLane by pointing your browser to www.fastlane.nsf.gov Panelist 2. Click Panelist Functions . The Functions screen displays. 3. Log in to the Panelist Functions with the initial log on information provided by your Program Officer (PO). Panelist System Selection screen displays. The Work Click to the On section. 4. Locate Click Interactive Panel System. 5. Continue one of the following routes: 6. Status • Panel Click a. Panel Status tab. the b. Click the proposal number in the Proposal Number column. c. Click the View/Print Proposal tab. d. Click the proposal section you want to print. Or, click Print Entire Proposal to print all proposal parts. e. Click the OK button. Your selection opens in a new window. f. Click the Print button. Status • My 845

846 FastLane Help a. the My Status tab. Click Click b. proposal number in the Proposal Number column. the View/Print Proposal tab. Click the c. the proposal section you want to d. click Print Entire Proposal to print all proposal Click print. Or, parts. Click the OK button. Your selection opens in a e. new window. the Print button. f. Click My • Work Click Work the tab. a. My Click the View/Print Proposal tab. b. Print Entire Click the proposal section you want to print. Or, click Proposal to print all proposal c. parts. Click the OK button. Your selection opens in d. a new window. e. Click the Print button. Proposal Review/Panel Summary Comment Write a write on a proposal in IPS, comment do the following: To a Access FastLane by pointing your 1. to www.fastlane.nsf.gov browser Panelist Functions . The Panelist Click Functions screen displays. 2. Log in to the Panelist Functions with the initial log 3. information provided by your Program Officer on (PO). The Panelist System Selection screen displays. Work Click to the On section. 4. Locate Click Interactive Panel System. 5. Continue one of the following routes: 6. Status • Panel a. the Panel Click Status tab. Proposal Number column. b. Click the proposal number in the c. the Write Comment tab. Click Type your comment text in the Write Comment box. d. button (Optional) Click the Check Spelling to check your spelling. e. Click the Submit Comment button to submit your comment. Or, click the Save Comment f. comment. save the comment text but not submit the button to My Status • Click My Status tab. a. the Click the proposal number in the Proposal Number b. column. c. Click the Write Comment tab. comment text in the d. Write Comment box. Type your e. (Optional) Click the Check Spelling button to check your spelling. f. Click the Submit Comment button to submit your comment. Or, click the Save Comment button save the comment text but not submit the comment. to My Work • Work Click the My tab. a. Click the b. Write Comment tab. c. Type your comment text in the Write Comment box. d. (Optional) Click the Check Spelling button to check your spelling. Save Comment e. Click the Submit Comment button to submit your comment. Or, click the but not submit button save the comment text to the comment. Print Proposal Review Comments following: To view all panelists' comments on a proposal, do the 846

847 FastLane Help 1. FastLane by pointing your browser to www.fastlane.nsf.gov Access Click 2. . The Panelist Functions screen displays. Panelist Functions to the Panelist Functions with the initial Log log on information provided in by your Program Officer 3. The System Selection screen Panelist displays. (PO). Locate the Click to Work On 4. section. Interactive Panel System. 5. Click Continue one of routes: 6. the following Status • Panel Click the Panel Status tab. a. Click proposal number in the Proposal Number column. b. the the View Click Comment tab. c. Click the d. button. Print Comments e. Click the Print button. My Status • Click a. My Status tab. the Proposal Click in the the Number column. b. proposal number Click c. the View Comment tab. the Print Comments button. d. Click Click the Print button. e. My Work • a. Click the My Work tab. Click the View Comment tab. b. Click the Print Comments button. c. Click the Print d. button. View a Proposal Review/Panel Summary Comment a all panelists' To on view proposal, do the following: comments browser 1. Access FastLane by pointing your www.fastlane.nsf.gov to 2. Panelist Functions . The Panelist Functions screen displays. Click provided Log in to the Panelist Functions with log on information by your Program Officer 3. the initial Panelist System Selection The displays. (PO). screen Locate the Click to Work On section. 4. Interactive Panel System. 5. Click Continue one of the following routes: 6. Panel Status • Click the Panel Status tab. a. column. b. the proposal number in the Proposal Number Click c. Click the Comment tab. View d. Click the Refresh button. The comments are listed in descending chronological order in the Comments box. • Status My the My Status tab. a. Click Click the proposal number in b. Proposal Number column. the c. Click the Comment tab. View d. Click the Refresh button. The comments are listed in descending chronological order in the Comments box. Work • My Click a. My Work tab. the b. Click the View Comment tab. descending c. Click the Refresh button. The comments are listed in chronological order in the Comments box. Refresh button to Note: While viewing the Comments tabbed screen for long periods of time, you can click the 847

848 FastLane Help update the box with the comments as they are written and submitted. Comments a Prepare Review from IPS Panel the from IPS, do following: complete your proposal panel review To FastLane by pointing your browser to 1. www.fastlane.nsf.gov Access Click Panelist Functions . The Panelist screen displays. 2. Functions Log in to the Panelist Functions with 3. log on information provided by your Program Officer the initial Panelist System Selection screen displays. (PO). The Locate Click to Work On section. 4. the Click Interactive Panel System. 5. Continue one of the following routes: 6. Panel Status • Click the Panel a. tab. Status b. Click the proposal number in the Proposal Number column. Select Prepare Reviews from the Other Functions box. The Panel Review System (PRS) opens in c. new window. a Follow the PRS instructions on completing a review . d. My Status • Click My Status tab. a. the Click the proposal number in the b. Proposal Number column. c. Select Prepare Reviews from the Other Functions box. The Panel Review System (PRS) opens in a new window. Follow the PRS instructions on completing a review . d. • Work My a. My Click Work tab. the b. in Select Prepare Reviews from the Other Functions box. The Panel Review System (PRS) opens a new window. Follow the PRS instructions on completing a review . c. See also: Proposal Review View Panelists' Proposal Reviews Other submitting After own proposal review, and your PO setting up the panel in this manner, you can view your other panelists' proposal reviews as follows: 1. Access FastLane by pointing your browser to www.fastlane.nsf.gov 2. Panelist Functions . The Panelist Click Functions screen displays. 3. Log in to the Panelist Functions with the initial log on information provided by your Program Officer (PO). The Panelist System Selection screen displays. Locate 4. the Click to Work On section. 5. Interactive Panel System. Click Continue one of the following routes: 6. Panel Status • Click a. Panel Status tab. the Click the b. proposal number in the Proposal Number column. c. Click the Reviews tab. • My Status a. Click the My Status tab. b. the proposal number in the Proposal Number Click column. c. Click the Reviews tab. • My Work a. Click the My Work tab. b. Click the Reviews tab. Recommendation a Prepare 848

849 FastLane Help the PO has granted you permission , you can provide other panelists recommendations on the proposal being If as follows: reviewed to pointing your browser by www.fastlane.nsf.gov 1. FastLane Access 2. Panelist Functions . The Panelist Functions screen displays. Click Log in to the Panelist Functions with the initial log on information provided by your Program Officer 3. Panelist System Selection screen displays. (PO). The Locate Click to Work On section. 4. the Click Interactive Panel System. 5. Continue one of the following routes: 6. Panel Status • Click a. Panel Status tab. the Click the proposal number in the Proposal Number b. column. c. Select Recommendations from the Other Functions box. Select the recommendation from the drop - down box in the Recommendation column. d. Click Save Recommendations the button. e. My Status • Click the My Status tab. a. Click the proposal number in the Proposal Number column. b. Select Recommendations from c. Other Functions box. the d. Select the recommendation from the drop - down box in the Recommendation column. Recommendations the Save button. e. Click My Work • the a. My Work tab. Click Recommendations from the b. Other Functions box. Select the recommendation column. c. Select from the drop - down box in the Recommendation d. the Save Recommendations button. Click if Your Program Officer may prefer that you order the proposals instead Note: making recommendations; so, of you will use Ordering column drop - down box instead of the the Recommendations column drop - down box. Your Program Officer will provide instructions on what actions to take. Write a Summary Panel you are a If Scribe , you can create a Panel Summary as follows: 1. Access FastLane by pointing your browser to www.fastlane.nsf.gov Panelist 2. Click Panelist Functions . The Functions screen displays. 3. Log in to the Panelist Functions with the initial log on information your provided by Program Officer (PO). Panelist System Selection screen displays. The Work Click to the On section. 4. Locate Click Interactive Panel System. 5. Continue one of the following routes: 6. Status • Panel a. the Panel Click Status tab. b. Click the proposal number in the Proposal Number column. c. Summary tab. Select Panel Summary text in the text box. d. Type your e. the Save button. Click • My Status a. Click the My Status tab. b. Click the proposal number in the Proposal Number column. c. Select Summary tab. box. d. Type your Panel Summary text in the text 849

850 FastLane Help e. the Save button. Click My • Work My Work tab. a. the Click Summary tab. b. Select Panel Summary c. the text box. Type your text in Click the Save button. d. See . Proposal Review also a Panel Summary for Comment Submit are a Scribe and have a draft saved , you can release the Panel Summary draft to the panel for comments as If you follows: 1. FastLane by pointing your browser to www.fastlane.nsf.gov Access Functions Click Panelist Functions . The Panelist screen displays. 2. Log 3. to the Panelist Functions with the initial log on information provided by your Program Officer in (PO). The Panelist System Selection screen displays. Locate Click to Work On section. 4. the Click Interactive Panel System. 5. Continue one of the following routes: 6. Panel Status • Status Click Panel tab. a. the Click the proposal number b. in the Proposal Number column. c. Select Summary tab. the Submit Draft for Comment d. comment. Click • Status My My a. the Click Status tab. column. b. Click the proposal number in the Proposal Number c. Summary tab. Select Click Submit Draft for the Comment comment. d. My Work • Click the My Work tab. a. Select Summary tab. b. Click the Submit Draft for Comment comment. c. Panel View Summary a view your Scribe has released the Panel Summary for comments or final If , you can the summary as approval follows: FastLane by 1. Access browser to www.fastlane.nsf.gov pointing your 2. Click Panelist Functions . The Panelist Functions screen displays. in 3. Log to the Panelist Functions with the initial log on information provided by your Program Officer (PO). Panelist System Selection screen displays. The Click to Work the On section. 4. Locate Click Interactive 5. Panel System. 6. Continue one of the following routes: • Panel Status a. Click the Panel Status tab. the b. the proposal number in Click Proposal Number column. c. Select Summary tab. The Panel Summary displays. • My Status a. the My Status tab. Click column. b. Click the proposal number in the Proposal Number 850

851 FastLane Help c. Summary tab. The Panel Summary displays. Select My • Work tab. My Work Click the a. Summary tab. The Panel Summary displays. b. Select a Panel Summary for Approval Submit Final you are a Scribe and have a draft saved or have received comments from If the panel on your panel summary , you can release Panel Summary to the panel for final approval as follows: draft the Access FastLane by pointing your browser to www.fastlane.nsf.gov 1. Functions Panelist Functions . The Panelist screen displays. 2. Click Log in to the Panelist Functions with the initial log on information 3. provided by your Program Officer (PO). The Panelist System Selection screen displays. Locate Click to Work On section. 4. the Click Interactive Panel System. 5. Continue one of the following routes: 6. Panel Status • Status Click Panel tab. a. the Click the proposal number in the Proposal Number column. b. c. Summary tab. Select the Submit Draft for Final Approval comment. d. Click My Status • Click the My a. tab. Status b. Click the proposal number in the Proposal Number column. c. Select Summary tab. comment. d. Click the Submit Draft for Final Approval • Work My Click the My Work tab. a. Select Summary tab. b. Click c. the Submit Draft for Final Approval comment. Approve a Panel Summary If the panel Scribe has made the Panel Summary available for review or final approval , you can approve the summary, required, in one of the following three if ways: 1 - Method From the Summary Tab 1. Access FastLane by pointing your browser to www.fastlane.nsf.gov Panelist 2. Click Panelist Functions . The Functions screen displays. 3. Log in to the Panelist Functions with the initial log on information provided by your Program Officer (PO). Panelist System Selection screen displays. The Work Click to the On section. 4. Locate Click Interactive Panel System. 5. Continue one of the following routes: 6. Status • Panel a. the Panel Click Status tab. b. Click the proposal number in the Proposal Number column. c. the Summary tab. Select your name in d. Approval Needed list. Note the e. Click the Approve button. • My Status My a. the Click Status tab. b. the proposal number in the Proposal Number column. Click tab. c. Select the Summary 851

852 FastLane Help d. your name in the Approval Needed list. Note Click Approve button. e. the Work • My tab. the My Work Click a. the Summary tab. b. Select name in the Approval Needed list. c. Note your button. Approve the d. Click 2 - From the Other Functions Method Access FastLane by pointing your browser to www.fastlane.nsf.gov 1. Click . The Panelist Functions Panelist Functions screen displays. 2. Log in to the Panelist Functions with 3. log on information provided by your Program Officer (PO). the initial Panelist System Selection screen displays. The Locate the 4. to Work On section. Click 5. Click Interactive Panel System. Continue one of the following routes: 6. Panel • Status Click Status the tab. a. Panel Click the proposal number in the b. Number column. Proposal the Approve All Summ. in Select Other Functions box. c. the Select the proposal(s) you want to approve c. panel summary for. a d. Click the Approve Selection button. My Status • Click My Status tab. a. the Click the proposal number in the b. Proposal Number column. c. Select the Approve All Summ. in the Other Functions box. for. c. Select the proposal(s) you want to approve a panel summary d. the Approve Selection button. Click My Work • Work Click the My tab. a. Select the Approve All Summ. in the Other b. box. Functions c. Select the proposal(s) you want to approve a panel summary for. d. Click the Approve Selection button. Method 3 - From the Other Functions Tab (Approving All Summaries) 1. FastLane by pointing your browser to www.fastlane.nsf.gov Access 2. Panelist Functions . The Panelist Click Functions screen displays. 3. Log in to the Panelist Functions with the initial log on information provided by your Program Officer (PO). System Selection The Panelist screen displays. 4. the Click to Work On section. Locate Click Interactive Panel System. 5. the following routes: 6. Continue one of Panel Status • the a. Panel Status tab. Click the b. proposal number in Click Proposal Number column. the c. Select the Approve All Summ. in the Other Functions box. d. the Approve All button. Click Status • My My a. the Click Status tab. b. Click the proposal number in the Proposal Number column. c. Select the Approve All Summ. in the Other Functions box. d. Click the Approve All button. Work • My 852

853 FastLane Help a. the My Work tab. Click Select Approve All Summ. in the Other Functions box. b. the Click Approve All button. c. the See also Proposal Review . Panel a Summary Print you are a Scribe , you can print out a Panel Summary as follows: If Access FastLane by pointing your browser to www.fastlane.nsf.gov 1. Click . The Panelist Functions Panelist Functions screen displays. 2. Log in to the Panelist 3. Functions with the initial log on information provided by your Program Officer The Panelist System Selection screen (PO). displays. 4. Locate the Click to Work On section. Click Interactive Panel System. 5. Continue one of 6. routes: the following Status • Panel Click the Panel Status a. tab. the proposal number in Click Proposal Number column. b. the Select Summary tab. c. d. the Print button. Click My Status • Click My Status tab. a. the Click the proposal number in b. Proposal Number column. the c. Select Summary tab. d. Click the Print button. Work • My a. the My Work tab. Click Summary tab. b. Select Click the Print c. button. Update Personal Information IPS in After accepting to be a part of your first panel, the following demographic information that you provided to the National Science Foundation stored in FastLane: (NSF) is • Race Ethnicity • • Citizenship • Gender • Disability You can update your personal information from IPS as follows: 1. Access FastLane by pointing your browser to www.fastlane.nsf.gov The 2. Click Panelist Functions . screen Panelist Functions displays. 3. in to the Panelist Functions with the initial log on information provided by your Program Officer Log (PO). The Panelist System Selection screen displays. the Click to 4. Work On section. Locate 5. Click Interactive Panel System. 6. the following routes: Continue one of Status • Panel a. the Panel Click Status tab. b. Click the proposal number in the Proposal Number column. c. Select Name/Addr Info from the Other Functions box. The PRS window. Reviewer's Information screen opens in another 853

854 FastLane Help d. the PRS instructions for Changing Your Personal Information to finish changes to your Complete from IPS. personal information My Status • tab. Click Status the a. My b. the proposal number in the Proposal Number column. Click Select Name/Addr Info from the Other Functions box. The PRS c. Information screen opens in another window. Reviewer's finish Complete PRS instructions for Changing Your Personal Information to changes to your the d. from IPS. personal information My Work • Click a. the My Work tab. Other Select Name/Addr Info from the Functions box. The PRS b. Information screen opens in Reviewer's another window. c. Complete the PRS instructions for Changing Your Personal Information to finish changes to your from IPS. personal information with the Panel Interact Interactive Panel System (IPS) is designed for real The time proposal reviewing. While logged in, you can be - when another panelist has performed a action (e.g., posted a comment) as follows: notified FastLane by 1. pointing your browser to www.fastlane.nsf.gov Access Functions Panelist Functions . The Panelist screen displays. 2. Click Log in to the Panelist Functions with 3. the initial log on information provided by your Program Officer (PO). The Panelist System Selection screen displays. 4. Locate the Click to section. Work On 5. Interactive Panel System. Click Continue one of the following routes: 6. Panel Status • Click a. Panel Status tab. the When the History box b. to see a History of panelist actions. flashes, expand it • My Status My a. the Click Status tab. b. When the History box flashes, expand it to see a History of panelist actions. • Work My a. My Click Work tab. the b. When the History box flashes, expand it to see a History of panelist actions. Provide Feedback on IPS You can provide the National Science Foundation (NSF) feedback on IPS as follows: browser 1. Access FastLane by pointing your www.fastlane.nsf.gov to 2. Panelist Functions . The Panelist Functions screen displays. Click in to the Panelist Functions with the initial log on information provided by 3. your Program Officer Log Panelist (PO). System Selection screen displays. The the Click 4. Work On Locate section. to 5. Click Interactive Panel System. 6. Continue one of the following routes: • Status Panel Status the Panel tab. a. Click Click b. proposal number in the Proposal Number column. the c. Select General Comments from the Other Functions box. d. Type your comments in the box. Select the Yes radio button. e. button. f. Click the Save 854

855 FastLane Help Click the OK button from the confirmation box. g. Status My • Status Click My the tab. a. Click the proposal number in the Proposal Number b. column. General Comments from the Other Functions Select c. box. comments in Type your box. d. the e. Select the Yes radio button. f. Click the Save button. the OK button from the confirmation box. g. Click My Work • Click the My Work a. tab. b. Select General Comments from the Other Functions box. c. Type your comments in the box. d. Select the Yes radio button. e. the Save button. Click box. the OK button from the confirmation f. Click Awards Honorary Honorary Awards Introduction the contents of the Honorary Awards book. Print the In Awards module, researchers can submit nominations and references/letters of support for Honorary nominees for the NSF awards: following • Alan T. Waterman Award: An annual award that recognizes an outstanding young researcher in any supported by field science or engineering of the National Science Foundation • National Medal of Science: A Presidential award bestowed on individuals "deserving of special recognition by reason of their outstanding contributions to knowledge in the physical, biological, mathematical, of the White House. engineering, or social and behavioral sciences." NSF manages this award on behalf • Bush Award: An annual award that recognizes an individual who, through public service Vannevar "contribution science and technology, has made an outstanding activities toward the welfare of in the mankind nation" and that recognizes Service Award: An • annual award National Science Board Public people and organizations who have increased the public understanding of science or engineering The Alan T. Waterman Award, the National Medal of the Vannevar Bush Award require references. Science and When you prepare a nomination for any of these awards, you are required to indicate the names and contact information for the individuals who will submit a reference on behalf of your nominee. As a nominator you are responsible for ensuring that your suggested references submit their information in a timely manner. Nomination the National Medal of Science, the Vannevar for the National Science Board Public Service Bush and meriting final consideration may be carried over for a period of 3 years, including the year of nomination. award is that time, you may renominate the candidate for later consideration, if he or she still eligible. For After the Alan “Top Performer” T. award, only nominations classified as are carried over an additional year. For Waterman questions regarding eligibility for the Alan T. Waterman award, please contact the Honorary Awards Specialist listed for the award. After you have submitted nomination, you cannot change it through FastLane. You must contact the Honorary a Awards Specialist listed for the aw ard. Register for Honorary Awards 855

856 FastLane Help 1. On the FastLane Home Page screen (Figure 1), click Honorary Awards . The (Figure 2). Honorary Awards screen displays Page Figure 1 FastLane Home screen. The Honorary Awards link is circled. 856

857 FastLane Help 2 Honorary Awards screen. The Register Here link and the register create your Honorary Figure and account link is user circled. Awards To create an account, click on Register Here or the register and create an Honorary Awards user 2. account link. (Figure 2). The Rules of Behavior screen displays (Figure 3). 3 Rules of Behavior screen. The check mark box and Figure the Accept button are circled. the 3. Read of Behavior (Figure 3). Rules cannot continue accept 4. Click the check mark box for Accept (Figure 3) to to the Rules of Behavior (You not register you do if accept). Click the Accept button (Figure 3). The Register User screen displays On (Figure 4). 5. the Register User screen information (Figure 4), enter the following in the appropriate boxes: • First name name • Last • Address City • Zip code (optional) • • State • Country • International postal code (optional) • Email • Phone number • number (optional) Fax • Organization • User Name • Password (see Password Requirements ) password. • Confirm password — Retype your 857

858 FastLane Help 4 Register User Figure The Submit button is circled. screen. 6. (Figure 5). Click the Submit button (Figure 4). The Confirm Register User screen displays 858

859 FastLane Help Confirm 5 Confirm Register User Figure The button is circled. screen. Confirmation the Confirm button (Figure 5). The Click screen displays (Figure 6). 7. Figure screen. 6 Confirmation can now begin 8. Click Back to Main (Figure 6). The Honorary Awards screen displays (Figure 7). You to an nominate an individual or to write a reference for individual for one of the four awards. 859

860 FastLane Help 7 Honorary Awards screen. Figure Log to Honorary Awards In log in, To must be registered for Honorary Awards. See Register for Honorary Awards . you . 1. The On the FastLane Home Page screen (Figure 1), click Honorary Awards Honorary Awards Login screen displays (Figure 2). Home Figure 1 FastLane circled. Page screen. The Honorary Awards link is 860

861 FastLane Help 2 Honorary Awards Login screen. The Log In button is circled. Figure In the Login section (Figure 2), 2. in the boxes provided: type the following 3. User name (which you assigned to yourself when you registered) 4. Password (which you you registered) set when 5. Click the Login button (Figure 2). The Honorary Awards screen displays (Figure 3). You have options to submit for the following awards: nominations T. Waterman Award • Alan National Medal of Science • • Bush Award Vannevar • Service Award National Science Board Public Figure 3 Honorary Awards screen. Alan T. Waterman Award Award Alan T. Introduction Waterman The Alan T. Waterman Award is given annually in recognition of an outstanding young researcher in any field of Foundation. science or engineering supported by the National Science You have options in preparing an Alan T. Waterman Award: the following View the award criteria • Find information on the award • background Get the • listing of the award's past winners • Prepare a nomination for the award you have been designated If write a reference for a nominee for the Alan T. Waterman Award, see Prepare a to Waterman Reference . Alan T. Waterman Award Introduction The Alan T. Waterman Award is given annually in recognition of an outstanding young researcher in any field of science or engineering supported by National Science Foundation. the an Alan You have options in preparing the following T. Waterman Award: • View the award criteria • Find background information on the award listing of the award's past winners • Get the 861

862 FastLane Help for a nomination • Prepare the award If you have been designated to write a reference for a nominee for the Alan T. Waterman Award, see Prepare a Waterman Reference . View Award Criteria for Alan T. Waterman Award Honorary 1. Access the Honorary Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Awards ). Figure 1 Honorary Awards screen. The Alan T. Waterman Award link is circled. Alan 2. On the Honorary Awards screen (Figure 1), click The T. Waterman Award . Alan screen T. Waterman Award displays (Figure 2). circled. Figure 2 Alan T. Waterman Award screen. The View Award Criteria link is 862

863 FastLane Help (Figure 3) with View Award Criteria (Figure 2). The Award Selection Criteria screen displays Click the formal 3. for the award. criteria Criteria Award Selection screen. Figure 3 Background Find Information on Alan T. Waterman Award Honorary 1. Access the Honorary Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Awards ). Figure 1 Honorary Awards screen. The Alan T. Waterman Award link is circled. the 2. On The Honorary Awards screen (Figure 1), click Alan T. Waterman Award . (Figure 2). Alan T. Waterman Award screen displays 863

864 FastLane Help 2 Alan T. Waterman Award screen. The Figure Alan T. Waterman Award Background link is circled. displays (Figure 3) 3. Click Alan T. Waterman Award Background (Figure 2). The A. T. Waterman Award screen information in a new window with the background on the award. 864

865 FastLane Help Figure 3 T. Waterman Award screen. A. Award Past Winners of the Alan T. Waterman Register for 1. Access the Honorary Awards screen (Figure 1) (see Honorary Honorary Awards or Log In to ). Awards 865

866 FastLane Help 1 Honorary Awards screen. The Alan T. Figure Award link is circled. Waterman 2. On the Honorary Awards screen (Figure 1), click Alan T. Waterman Award . The screen (Figure 2). Alan T. Waterman Award displays Figure 2 Alan T. Waterman Award screen. The Past Winners link is circled. 3. a in Click Past Winners (Figure 2). The A. T. Waterman Award Recipients screen displays (Figure 3) new window. 866

867 FastLane Help screen. 3 A. T. Waterman Award Figure Recipients for Waterman Award Nomination a Nomination for the Alan Prepare Waterman Award Introduction T. T. Waterman Award, you and submitting a nomination for the Alan In preparing can conduct the following activities: Form • Complete the Nomination • a nomination Submit Save a nomination • • Edit a saved nomination • View the entire nomination • View the nomination in PDF format • Submit a saved nomination reference • View the status of a 867

868 FastLane Help Prepare a Nomination for the Alan T. Waterman Award Introduction preparing and submitting a nomination for the Alan T. Waterman Award, you can conduct the In following activities: Complete the Nomination Form • Submit • a nomination Save • nomination a • Edit a saved nomination the entire nomination • View View the nomination in • PDF format • Submit a saved nomination reference • View the status of a Complete the Nomination Form for the Alan T. Waterman Award 1. Access the Honorary Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Honorary Awards ). T. Figure 1 Honorary Awards screen. The Alan circled. Waterman Award link is 2. On the Honorary Awards screen (Figure 1), click Alan T. Waterman Award . The (Figure 2). Alan T. Waterman Award screen displays 868

869 FastLane Help 2 Alan T. Waterman Award screen. Figure Prepare a New Nomination tab is circled. The 3. Click the Prepare a Nomination tab (Figure 2). The Instructions for screen Preparing a Nomination displays completing (Figure 3) with general instructions for the nomination. 3 Figure is Instructions for Preparing a Nomination screen. The View Nomination Form Description link circled. 869

870 FastLane Help Form Description see the form requirements, click View Nomination To (Figure 3). The Nomination Form 4. screen Description displays (Figure 4) with a listing of all the components of the Nomination Form. circled. Figure 4 Nomination Form Description screen. The Back link is (Figure 5. Click the Back button The 4). Instructions for Preparing a Nomination 5). screen displays (Figure 870

871 FastLane Help The 5 Instructions for Preparing a Nomination Figure View Award Criteria button is circled. screen. the View Award Criteria button (Figure 5). The Award Selection Criteria Click 6. screen displays (Figure 6). circled. Figure 6 Award Selection Criteria screen. The Begin Nomination button is Nomination 7. Click the Begin Nomination button (Figure 6). The the Form screen displays (Figure 7) with open. Nomination Information section 871

872 FastLane Help 7 Nominee Information section of the Nomination Form Figure screen. The Save and Continue button is circled. 8. In the Nomination Information section (Figure 7), enter the following information about the nominee in the appropriate boxes: name • First • Last name • Address • City • State • Zip Code • Country • International postal code (optional) number • Phone • (optional) Email address • Organization Major discipline • • Secondary discipline (optional) • Year of birth • Place of birth 9. Click the radio button for either U.S. citizen or Permanent Resident (Figure 7). 10. to Click the Save and Continue button (Figure 7). (You can also click the Save button to save the form open. complete later.) The Nomination Form screen displays (Figure 8) with the History and Citations section 872

873 FastLane Help 8 History and Citations section of the Nomination Form Figure The Save and Continue button is screen. circled. 11. enter In the Education section (Figure 8), enter the degrees that the nominee has received. For each degree, the following: Degree type • 873

874 FastLane Help Major discipline • Specific discipline • Institution • Year • 12. If you need to list more than three degrees, click Add More Degree Fields . More fields display. 13. In the Positions Held box (Figure 8), type the professional positions the nominee has held. (Figure 8), 14. the Honors box In type any honors the nominee has received. 15. In the Proposed Citation box (Figure 8), describe in one or two sentences the research the nominee is engaged in. form to 16. Click the Save and Continue button (Figure 8). (You can also click the Save button to save the with complete it The Nomination Form screen displays (Figure 9) later.) the Narrative section opened. Figure 9 Narrative section of the Nomination Form screen. The Save and Continue button is circled. upload 17. In the Narrative section (Figure 9), browse to and award. the nominee’s qualifications for the form to Click the Save and Continue button (Figure 9). (You can also click the Save button to save the 18. complete later.) The Nomination Form screen displays (Figure 10) with the Publications and Contributions opened. section 874

875 FastLane Help 10 Publications and Contributions section of the Nomination Figure screen. Form The Save and Continue is circled. button publications to and 19. In the Publications and Contributions section (Figure 10), browse and upload contributions. can 20. Click the Save and Continue button (Figure 10). (You to also click the Save button save the form to opened. complete later.) The Nomination Form screen displays (Figure 11) with the References section 875

876 FastLane Help is Figure 11 References section of the Nomination Form screen. The Save and Continue button circled. nominee’s 21. In the References section (Figure 11), list at least four references who are not from the 876

877 FastLane Help are familiar with the technical aspects of the nominee’s work. For each reference, organization and who enter information in the appropriate boxes: the following First name • • Last name • Address • City • State Zip code • Country • • International postal code (optional) • Email • Phone number • Fax number (optional) • Organization You have these options: You have now completed the Nomination form. • it Save the nomination to edit it or submit later • Submit the nomination Submit a Nomination for the Alan T. Waterman Award (see 1. Access the Nomination Form screen (Figure 1) with the Submit Nomination section open the Complete Form ). Nomination Nomination 1 Form screen. The Submit button is Figure circled. 2. Click the Submit button (Figure 1). The Confirm Award Nomination Submission 2). screen displays (Figure 877

878 FastLane Help 2 Confirm Award Nomination Submission screen. The Confirm button is circled. Figure 3. Click the Confirm button (Figure 2). The screen displays (Figure 3) with the message that the Confirmation submitted. nomination has been Figure 3 Confirmation screen. T. 4. Click the Back to Award Homepage (Figure 3). The Alan Award Waterman screen displays (Figure 4) with the status of Submitted. the nomination listed with 878

879 FastLane Help 4 Alan T. Waterman Award screen with the nomination Figure the status of Submitted. listed with Save a Nomination for the Waterman Award section After you have completed at least the first future work. of a nomination, you can save it for least 1. Access the Nomination Form screen (Figure 1) and complete at (see the first section of the nomination Complete the Nomination Form ). 879

880 FastLane Help 1 Nomination Form screen open to Figure the References section. The Save button is circled. On the Nomination Form screen (Figure 1), click the Save button. The Nomination is saved, and the 2. (Figure 2). Nomination Form screen displays with the section open on which you clicked the Save button Figure 2 Nomination Form screen after the nomination has been saved. Award The nomination is now listed on the Alan T. Waterman status of In Progress. screen (Figure 3) with the Figure 3 Alan T. Waterman Award screen In with the saved nomination listed with the status of Progress. 880

881 FastLane Help Nomination for the Saved Alan T. Waterman Award Edit a Access the Honorary 1. screen (Figure 1) (see Log In to Honorary Awards ). Awards circled. is Figure 1 Honorary Awards screen. The Alan T. Waterman Award link 2. On the Honorary Awards screen (Figure 1), click Alan T. Waterman Award . The Alan T. Waterman Award screen displays (Figure 2) with the saved nomination listed in the Work in Progress section. The 2 Alan T. Waterman Award screen. Figure link to the saved nomination is circled. 3. Click the nomination title (Figure 2). The Nomination Form screen displays (Figure 3) with the Nominee screen, Information section open. On this title and then you can edit any section by clicking on the section Save the Save and Continue button or the clicking button (see Complete the Nomination Form , Step 8 section). through Step 22, for detailed instructions on each 881

882 FastLane Help 3 Nomination Form screen with Figure the Nomination Information section open. a Saved Nomination for the Alan Submit T. Waterman Award Log the Honorary Awards screen (Figure 1) (see 1. Access In to Honorary Awards ). 1 Figure circled. Honorary Awards screen. The Alan T. Waterman Award link is 2. On the Honorary Awards screen (Figure 1), click Alan Alan T. Waterman Award . The T. Waterman Award section. screen displays (Figure 2) with the saved nomination in the Work in Progress 882

883 FastLane Help 2 Alan T. Waterman Award Figure The link to the saved nomination is circled. screen. 3. Click the nomination title (Figure 2). The Nomination Form (Figure 3). screen displays circled. Figure 3 Nomination Form screen. The View Saved Nomination link is (Figure 4). 4. Click View Saved Nomination (Figure 3). The View Entire Nomination screen displays 883

884 FastLane Help Figure 4 View circled. Entire Nomination screen. The Submit button is The 5. Click the Submit button (Figure 4). Submission Confirm Award Nomination 5). screen displays (Figure 884

885 FastLane Help 5 Confirm Award Nomination Submission screen. The Confirm button is circled. Figure 6. Click the Confirm button (Figure 5). The screen displays (Figure 6) with the message that the Confirmation submitted. nomination has been Figure 6 Confirmation screen. Alan 7. Click Back to Award Homepage (Figure 6). The the T. Waterman Award screen displays (Figure 7) with nomination listed with the status Submitted. 885

886 FastLane Help nomination Alan T. Waterman Award screen with the 7 now listed with the status of Submitted. Figure an Entire View Nomination for the Alan T. Waterman Award Log the Honorary Awards screen (Figure 1) (see 1. Access In to Honorary Awards ). circled. Figure 1 Honorary Awards screen. The Alan T. Waterman Award link is Waterman On the Honorary Awards screen (Figure 1), click Alan T. 2. Award . The screen Alan T. Waterman Award displays (Figure 2). Figure circled. 2 Alan T. Waterman Award screen. The link to the saved nomination is title (Figure 2). (Figure 3). 3. Click the nomination The Nomination Form screen displays 886

887 FastLane Help 3 Nomination Form screen. The Figure View Saved Nomination link is circled. edit The 4. Click View Saved Nomination (Figure 3). View Entire Nomination screen displays (Figure 4). You can clicking from this screen also by section. the Edit button for any 887

888 FastLane Help 4 View Figure Entire Nomination screen. View a Nomination in PDF for the T. Waterman Award Alan Nomination 1. Access the View Entire Nomination screen (Figure 1) (see View Entire ). 888

889 FastLane Help 1 View Entire Nomination screen. Figure View PDF link is circled. The On the View 2. Nomination screen (Figure 1), click View PDF . The nomination displays in PDF format in a Entire new window (Figure 2). circled. are a Figure 2 Nomination in PDF format in new window. The Save and Print icons Click the Save icon (Figure 2) to 3. save the nomination to your computer. 4. Click the Print icon (Figure 2) to print the nomination. Reference the Status of a View for the Alan T. Waterman Award Honorary 1. Access the ). Awards screen (Figure 1) (see Log In to Honorary Awards 889

890 FastLane Help 1 Honorary Awards screen. The Alan T. Figure Award link is circled. Waterman On the Honorary Awards screen 2. (Figure 1), click Alan T. Waterman Award . The Alan T. Waterman Award screen displays (Figure 2). circled. Figure 2 Alan T. Waterman Award screen. The View Reference Status link is (Figure 3) with 3. Click View Reference Status (Figure 2). The View Reference Status List screen displays the listed references listed with their status as Received or Not yet Received. 890

891 FastLane Help 2 Status List screen. Figure View Reference Waterman Award Reference for a Prepare for a Nominee for the Alan T. Waterman Award Reference preparing In submitting a reference for a nominee for the Alan T. Waterman Award, you can conduct the and following activities: • Complete the Reference Form Submit a • reference • Save a reference saved • Edit a reference • View the entire reference • View the reference in PDF format • Submit a saved reference Com plete the Reference Form for the Alan T. Waterman Award must first To prepare a reference for the Waterman Award, you Register for register for Honorary Awards. See Awards . Honorary screen 1. Access the Honorary Awards (Figure 1) (see Register for Honorary Awards or Log In to Honorary ). Awards 891

892 FastLane Help Honorary Awards screen. The Alan T. Waterman 1 Award link is circled. Figure On the Honorary Awards screen (Figure 1), click Alan T. Waterman Award . 2. The Alan T. Waterman Award screen displays (Figure 2). 2 Alan T. Waterman Award screen. Figure Prepare a New Reference tab is circled. The Reference Reference screen 3. Click the Prepare a New tab (Figure 2). The Instructions for Preparing a displays (Figure 3). Figure 3 Instructions for Preparing a Reference screen. The View Required Information for the Reference link is circled. form requirements, click 4. To see the Required View Required Information for the Reference (Figure 3). The the Information for the Reference screen displays (Figure 4) with a listing of all the components of reference. 892

893 FastLane Help 4 Required Information for Reference Figure screen. The Back button is circled. (Figure 5). Click the Back button (Figure 4). The Instructions for Preparing a Reference screen displays 5. Figure 5 Instructions for Preparing a Reference screen. The Begin the Reference button is circled. 6. (Figure 6) with Click the Begin the Reference button (Figure 5). The Reference Form screen displays open. the Nominee Information section 893

894 FastLane Help Figure 6 Reference Form screen with the Nominee Information section open. The Save and Continue button is circled. (Figure 6): 7. Enter the required information in the appropriate boxes First name • Last name • • Major discipline • Organization the 8. Click the Save and Continue button (Figure 6). The Reference Form screen displays (Figure 7) with open. Nominee Description section 894

895 FastLane Help 7 Reference Form screen with the Nominee Figure section open. The Save and Continue Description buttons are circled. you 9. In the How long have know the nominee box (Figure 7), type the number of years you have known the nominee. description 10. In the What Capacity box (Figure 7), type a of the capacity in which you have known the nominee. 11. In the What has the nominee accomplished box (Figure 7), type a description of the nominee’s field accomplishments and how they have changed the nominee’s of research. 12. as In the If the nominee worked part of a team box (Figure 7), type a description of the nominee’s leadership role. given. 13. In the Ratings section (Figure 7), click a radio button to rate the nominee on the scale 895

896 FastLane Help Additional Information section (Figure 7), upload any In the additional information you would like to 14. regarding the nominee, including a letter of reference. Please note: this section is optional and on submit should any information. save before uploading completed the now Reference Form. You have these options: You have Save the reference to edit • or submit it later it • Submit the reference Submit a Reference for the Alan T. Waterman Award Complete 1. Access the Reference Form screen (Figure 1) with (see the Submit Reference section open the Reference Form ). Figure 1 Reference Form screen. The Submit button is circled. Confirm 2. On the Reference Form screen (Figure 1), click the Submit button. The Reference Award Submission screen displays (Figure 2). Figure 2 Confirm Confirm Award Reference Submission screen. The button is circled. (Figure 3). 3. Click the Confirm button (Figure 2). The Confirmation screen displays 896

897 FastLane Help 3 Confirmation Figure screen. Click the Back to Award Homepage (Figure 3). The Alan T. Waterman 4. Award screen displays (Figure 4) with the reference listed with the status of Submitted. status Figure 4 Alan T. Waterman Award screen with the reference listed with the Submitted. of Save the a Reference for Alan T. Waterman Award for After you have completed at least the first section of a reference, you can save it work. future (Figure 1) 1. Access the Reference Form screen and complete at least the first section of the reference (see ). Complete the Reference Form 897

898 FastLane Help 1 Reference Form screen. Figure Save button is circled. The Alan 2. On the Reference Form screen (Figure 1), click the Save button. The reference is now listed on the T. with Waterman Award screen (Figure 2) the status of In Progress. T. Figure 2 Alan Waterman Award screen. The reference is now listed with the status of In Progress. Edit a Saved Reference for the Alan T. Waterman Award 898

899 FastLane Help 1. Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Awards ). circled. Figure 1 Honorary Awards screen. The Alan T. Waterman Award link is 2. On the Honorary Awards screen (Figure 1), click Alan T. Waterman Award . The Alan T. Waterman Award . screen displays (Figure 2) with the reference listed with a status of In Progress Figure screen. 2 Alan T. Waterman Award The Reference title link is circled. you 3. Click the title of the reference (Figure 2). The Reference Form screen displays (Figure 3). On this screen, can edit any section by clicking on the section title and then Save clicking the and Continue button or Save button (see Complete the Reference Form , Step 7 through Step section). 13, for detailed instructions on each 899

900 FastLane Help 3 Reference Form screen. Figure a Saved Submit Reference for the Alan T. Waterman Award Access the Honorary Awards 1. (Figure 1) (see Log In to Honorary Awards ). screen Waterman 1 Honorary Awards screen. The Alan T. Figure Award link is circled. 2. On the Honorary Awards screen (Figure Award 1), click Alan T. Waterman Award . The Alan T. Waterman screen displays (Figure 2) with the reference listed in the Work in Progress section. screen. Figure 2 Alan T. Waterman Award circled. The Reference title link is The 3). 3. Click the title of the reference (Figure 2). Reference Form screen displays (Figure 900

901 FastLane Help Figure 3 Reference Form screen. The View Saved Reference link is circled. The (Figure 4). 4. Click View Saved Reference (Figure 3). View Entire Reference screen displays Figure 4 View Entire Reference screen. The Submit button is circled. (Figure 4). Click the Submit 5. button The Confirm Award Reference Submission 5). screen displays (Figure 901

902 FastLane Help Confirm 5 Confirm Award Reference Submission screen. The Figure button is circled. Click the Confirm button (Figure 5). The Confirmation screen displays 6. (Figure 6). 6 Confirmation screen. Figure Click Back to Award Homepage 7. The Alan T. Waterman Award screen displays (Figure 7) with (Figure 6). . Submitted the reference listed with the status of Figure 7 Alan T. Waterman Award screen with the Reference listed with the status of Submitted. the View T. Waterman Award Entire Reference for the Alan ). 1. Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Awards 902

903 FastLane Help 1 Honorary Awards screen. The Alan T. Award link is circled. Figure Waterman On the Honorary Awards screen 2. 1), click Alan T. Waterman Award . The (Figure Alan T. Waterman Award screen displays (Figure 2). circled. Figure 2 Alan T. Waterman Award screen. The Reference title link is Click the title of the reference (Figure 2). The Reference 3. Form screen displays (Figure 3). The Figure 3 Reference Form screen. View Saved Reference link is circled. Click View Saved Reference (Figure 3). The View 4. Reference screen displays with the text you have Entire (Figure 4). entered 903

904 FastLane Help 4 View Figure Entire Reference screen. View the Reference in PDF for Award the Alan T. Waterman Entire 1. Access the View ). Reference screen (Figure 1) (see View Entire Reference 904

905 FastLane Help Figure 1 View Entire Reference screen. The View PDF link is circled. PDF format 2. On the View Entire Reference screen (Figure 1), click View PDF . The reference displays in a new window (Figure 2). in Figure 2 Reference in PDF format in a new window. The Save and Print icons are circled. computer. 3. Click the Save icon (Figure 2) to save the reference to your 905

906 FastLane Help 4. the Print icon (Figure 2) to print the reference. Click National Medal of Science of Science Introduction National Medal Science is awarded to individuals "deserving of special recognition by reason of their The National Medal of contributions to outstanding the physical, biological, mathematical, engineering, or social and knowledge in behavioral sciences." options in preparing a National Medal of Science: the following You have the View considerations • award • Find background information on the award • Get the listing of the award's past winners the a nomination for award • Prepare you have been designated to write a letter of support for a If for the National Medal of Science, nominee see a National Medal of Science Letter of Support . Prepare Science of Medal Introduction National awarded their The National Medal of Science is to individuals "deserving of special recognition by reason of mathematical, outstanding to knowledge in the physical, biological, engineering, or social and contributions behavioral sciences." preparing the following options in a National Medal of Science: You have View considerations the award • on • background information Find the award • the listing of the award's past winners Get • Prepare a nomination for the award for you have been designated to write a letter of support for a nominee If the National Medal of Science, Science Letter see a National Medal of Prepare of Support . Award View Considerations for National Medal of Science Award 1. Access the Honorary Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Honorary ). Awards 906

907 FastLane Help 1 Honorary Awards screen. The National Medal of Figure Science link is circled. The 2. On the Honorary Awards screen (Figure 1), click National Medal of Science . National Medal of Science screen displays (Figure 2). View 2 National Medal of Science screen. The Figure Award Considerations link is circled. View Award Considerations 3. Click (Figure 2). The Award Selection Considerations award. screen displays (Figure 3) with the formal award considerations for the 907

908 FastLane Help Considerations 3 Award Figure screen. Selection Background Find on the National Medal of Science Award Information Log Honorary 1. Access the Honorary Awards screen (Figure 1) (see Register for Honorary Awards or In to Awards ). Figure 1 Honorary Awards screen. The National Medal of Science link is circled. On 2. The the Honorary Awards screen (Figure 1), click National Medal of Science . (Figure 2). National Medal of Science screen displays 908

909 FastLane Help Background National Medal of Science screen. The 2 link is circled. Figure Medal of Science Click National Medal of Science Award Background (Figure 2). 3. The National Medal of Science screen displays (Figure 3) in a new window with the background information on the award. Figure 3 President’s National Medal of Science screen. Past Winners of the National Science Medal of Honorary Access the Honorary Awards screen (Figure 1) (see Register for 1. Awards or Log In to Honorary Awards ). screen. The Figure 1 Honorary Awards circled. National Medal of Science link is 2. On the Honorary Awards screen (Figure 1), click National Medal of Science . The (Figure 2). National Medal of Science screen displays 909

910 FastLane Help 2 National Medal of Science Figure The Past Winners link is circled. screen. President’s 3. Click Past Winners (Figure 2). The National Medal of Science Recipient screen window. displays (Figure 3) in a new Figure 3 President’s National Medal of Science Recipients screen. The Search button is circled. criteria: 4. To search for a recipient, enter information for any or all of the search 910

911 FastLane Help • Keyword Last • Name First • Name • Gender • Deceased • Affiliation Affiliation’s • State/Territory: • Award Year Award Discipline • Medal of Technology • Recipient Nobel Prize Discipline • Click the Search button 5. The President National Medal of Science Recipients screen (Figure 3). displays (Figure 4) with the results of your search. 4 President’s National Medal of Science Recipients screen with Figure results of a search. the Nomination for Medal of Science Nomination Medal Prepare a National of Science preparing and submitting a nomination for the National Medal of Science, you can conduct the following In activities: • Complete the Nomination Form • Submit a nomination Save a nomination • • Edit a saved nomination • nomination View the entire in format the nomination View PDF • • Submit a saved nomination • View the status of a letter of support Nomination Prepare a National Medal of Science 911

912 FastLane Help and submitting a nomination for the National Medal of Science, you can conduct the following preparing In activities: Complete the Nomination Form • Submit a nomination • Save • nomination a • Edit a saved nomination the entire nomination • View View the nomination • PDF format in • Submit a saved nomination support a • View the status of letter of the Nomination Form for the National Medal of Science Complete Access the Honorary 1. Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Honorary Awards ). 1 Honorary Awards screen. The National Medal of Figure Science link is circled. the 2. On Honorary Awards screen (Figure 1), click National Medal of Science . The (Figure 2). National Medal of Science screen displays 912

913 FastLane Help 2 National Medal of Science screen. The Prepare Figure a New Nomination tab is circled. 3. Click the screen Prepare a Nomination tab (Figure 2). The Instructions for Preparing a Nomination for displays (Figure 3) with general instructions completing a nomination. 913

914 FastLane Help 3 Instructions for Preparing a Nomination screen. Figure View Nomination Form Description link is The circled. Form 4. To Nomination see the form requirements, click View Nomination Form Description (Figure 3). The listing Description screen displays (Figure 4) with a Form. of all the components of the Nomination 914

915 FastLane Help 4 Nomination Form Description Figure Back button is circled. screen. The a Click 5. Nomination the Back button (Figure 4). The Instructions for Preparing screen displays 5). (Figure 915

916 FastLane Help Figure 5 Instructions for a Nomination screen. The View Award Considerations button Preparing circled. is The 6. Click the View Award Considerations button. Considerations Award Selection 6). screen displays (Figure 916

917 FastLane Help Figure 6 Award Selection Considerations screen. The Begin Nomination button is circled. the Click the Begin Nomination button 7. The Nomination Form screen displays (Figure 7) with (Figure 6). open. Nomination Information section Figure 7 Nomination Information section of the Nomination Form screen. The Save and Continue button is circled. enter In the Nomination Information section (Figure 7), 8. requested information about the nominee in the appropriate boxes. 917

918 FastLane Help the Save and Continue button (Figure 7). (You can also click the Click Save button to save the form to complete 9. The Nomination Form screen displays (Figure 8) with the Education, Positions Held, Honors later.) and Awards section open. 8 Education, Positions Held, Honors and Awards section of Figure Nomination Form screen. The Save the and Continue button are circled. the the 10. In the Education section (Figure 8), enter the degrees that nominee has. For each degree, enter following: • Degree type • Major Discipline • Specific Discipline • Institution • Year 11. If you need to type more than three degrees, click Add More Degree Fields . More fields display. Held 12. In the Positions box (Figure 8), type each professional position that the nominee has held. For each position, the following: type • Position title • Organization • Years of service received. 13. In the Honors box (Figure 8), type any honors the nominee has 918

919 FastLane Help two the Proposed Citation box (Figure 8), describe in one or In sentences the research the 14. is engaged in. nominee Click the Save and Continue button (Figure 8). (You can also click the Save button to save the form to 15. complete it later). The Nomination Form screen displays (Figure 9) with the Narrative section open. 9 Narrative section of the Nomination Figure Save and Continue button is circled. Form screen. The the award. 16. In the Narrative section (Figure 9), browse to and upload nominee’s qualifications for the the 17. the Save and Continue button (Figure 9). (You can also click Click Save button to save the form to and The Nomination Form screen displays (Figure 10) with the Publications complete later.) Patents section open. Figure 10 Publications and Patents section of the of the Nomination Form screen. The Save and Continue button is circled. citations. 18. In the Publications and Patents section (Figure 10), browse to and upload the publication 919

920 FastLane Help to form 19. Click the Save and Continue button (Figure 10). (You can also click the Save button to save the Nomination later). The complete it Form screen displays (Figure 11) open. with the Letter Writers section 920

921 FastLane Help screen. Letter Writers section of the Nomination Figure 11 The Save and Continue button are Form circled. 20. In the Letter Writers section (Figure 11), list at least three letter writers who are not from the nominee’s organization and who are familiar with the technical aspects and broader impact of the nominee’s contributions. For each letter writer, enter the requested information in the appropriate boxes. have these options: You have now completed the Nomination Form. You it • the nomination to edit Save or submit it later • Submit the nomination a Nomination for the Submit National Medal of Science Submit 1. Access the Nomination Form screen (Figure 1) with the the Nomination section open (see Complete Form ). Nomination is Figure 1 Nomination Form screen. The Submit button circled. Click the Submit button 2. (Figure 1). The Confirm Award Nomination Submission 2). screen displays (Figure 921

922 FastLane Help 2 Confirm Award Nomination Submission screen. The Confirm button is circled. Figure 3. Click the Confirm button (Figure 2). The screen displays (Figure 3) with the message that the Confirmation submitted. nomination has been Figure 3 Confirmation screen. The 4. Click Back to Award Homepage (Figure 3). the National Medal of Science screen displays (Figure 4) with with Submitted. nomination listed the status of 922

923 FastLane Help Figure 4 National Medal of Science screen with the nomination listed with the status of Submitted. Edit a Saved Nomination for the National Medal of Science Awards ). 1. Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Figure 1 Honorary Awards screen. The National Medal of Science link is circled. 1), 2. On the Honorary Awards screen (Figure Science click National Medal of Science . The National Medal of nomination section. screen displays (Figure 2) with the saved in the Work in Progress 923

924 FastLane Help the 2 National Medal of Science screen. The link Figure saved nomination is circled. to the nomination title (Figure 2). The Nomination Form Click screen displays (Figure 3) with the Nomination 3. then section Information section open. On this screen, you can edit any by clicking on the section title and the Save and Continue button or the Save button (see Complete the Nomination clicking Form , Step 8 through Step 22, for detailed instructions for each section). open. Figure 3 Nomination Form screen with the Nominee Information section 924

925 FastLane Help Nomination for the National a Medal of Science Save you have completed at least the first section of a nomination, you can save it for future work. After first the Nomination Form screen (Figure 1) and complete at least the 1. Access section of the nomination (see Complete the Nomination Form ). Awards Nomination Figure 1 section. Form screen open to the Education, Positions Held, Honors and is The Save button circled. screen 2. On the Nomination Form The (Figure 1), click the Save button. Nomination is saved, and the The (Figure 2). Nomination Form screen displays with the section open on which you clicked the Save button 925

926 FastLane Help Science now listed on the National Medal of is screen (Figure 3) with the status of In Progress. Nomination Nomination Nomination Form screen after the Figure 2 has been saved. of status Figure 3 National Medal of Science screen with the saved Nomination (circled) listed with the Progress In Submit a Saved Nomination for the National Medal of Science 1. ). Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Awards 926

927 FastLane Help 1 Honorary Awards screen. The National Medal of Figure link is circled. Science On 2. the Honorary Awards screen (Figure 1), click National Medal of Science . The National Medal of Science section. screen displays (Figure 2) with the saved nomination in the Work in Progress is Figure 2 National Medal of Science screen. The link to the saved nomination circled. title (Figure 3). (Figure 3). 3. Click the nomination The Nomination Form screen displays 927

928 FastLane Help circled. Figure 3 Nomination Form screen. The View Saved Nomination link is The View Entire 4. Click View Saved Nomination (Figure 3). (Figure 4). Nomination screen displays 928

929 FastLane Help Figure 4 View circled. Entire Nomination screen. The Submit button is The 5. Click the Submit button (Figure 4). Submission Confirm Award Nomination 5). screen displays (Figure 929

930 FastLane Help 5 Confirm Award Nomination Submission screen. The Confirm button is circled. Figure 6. Click the Confirm button (Figure 5). The screen displays (Figure 6) with the message that the Confirmation submitted. has nomination been Figure 6 Confirmation screen. National 7. Click Back to Award Homepage (Figure 6). The (Figure 7) with Medal of Science screen displays with Submitted. the nomination listed the status of 930

931 FastLane Help 7 National Medal of Science screen with the nomination now listed with the status Figure of Submitted. National Entire Nomination for the View an Medal of Science ). Awards 1. Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Figure 1 Honorary Awards screen. The National Medal of Science link is circled. On 2. The the Honorary Awards screen (Figure 1), click National Medal of Science . (Figure 2). National Medal of Science screen displays 931

932 FastLane Help 2 National Medal of Science screen. The link to the saved Nomination is circled. Figure 3. Click the nomination title (Figure 2). The Nomination screen displays (Figure 3). Form circled. Figure 3 Nomination Form screen. The View Saved Nomination link is can 4. Click View Saved Nomination (Figure 3). The View Entire Nomination screen displays (Figure 4). You edit clicking section. from this screen also by the Edit button for any 932

933 FastLane Help 4 View Figure Entire Nomination screen. Medal of Science View a Nomination in PDF for the National Nomination 1. Access the View Entire ). screen (Figure 1) (see View Entire Nomination 933

934 FastLane Help 1 View Entire Nomination screen. Figure View PDF link is circled. The On the View 2. Nomination screen (Figure 1), click View PDF . The Nomination displays in PDF format Entire in a new window (Figure 2). window. new PDF Figure 2 Nomination in format in a Click the Save icon (Figure 2) to 3. save the nomination to your computer. 4. Click the Print icon (Figure 2) to print the nomination. View Letter of Support for the National the Status of a Medal of Science Awards ). 1. Access the Honorary screen (Figure 1) (see Log In to Honorary Awards 934

935 FastLane Help Honorary Awards screen. The National Medal of Science 1 link is circled. Figure On the Honorary Awards 2. screen (Figure 1), click National Medal of Science . The National Medal of Science screen displays (Figure 2). circled. screen. Figure 2 National Medal of Science The View Letter of Support Status link is Status 3. Click View Letter of Support Status (Figure 2). The View Letter of Support (Figure List screen displays Received. 3) with the letters of support listed with their status as Received or Not yet 935

936 FastLane Help Support Status View Letter of List screen. 3 Figure of Support for National Medal of Letter Science Letter of Support for a Nominee a for the National Medal of Prepare Science preparing and submitting a Letter of Support for a nominee for the National Medal of Science, you can conduct In the following activities: Complete the Letter of Support Form • Submit a Letter of Support • of a Letter Support • Save Edit • saved Letter of Support a • View the entire Letter of Support • the Letter of View Support in PDF Support • Submit a saved Letter of a Letter of Support for a Nominee for the National Medal of Prepare Science for preparing and submitting a Letter of Support a nominee for In the National Medal of Science, you can conduct the following activities: • Complete the Letter of Support Form • Submit a Letter of Support • Support Save a Letter of Letter • a saved Edit of Support • View the entire Letter of Support • View the Letter of Support in PDF • Submit a saved Letter of Support Science Complete the Letter of Support for the National Medal of 936

937 FastLane Help must first Letter of Support for the National Medal of Science, you a register for Honorary Awards. See To prepare Honorary Awards . Register for Access the Honorary Awards 1. screen (Figure 1) (see Register for Honorary Awards or Log In to Honorary Awards ). 1 Honorary Awards screen. The National Medal of Figure Science link is circled. On 2. The the Honorary Awards screen (Figure 1), click National Medal of Science . displays. National Medal of Science screen Figure 2 National Medal of Science screen. The Prepare a New Letter of Support tab is circled. of tab (Figure 2). Click the Prepare a New Letter 3. Support The Instructions for Preparing a Letter of 3). Support screen displays (Figure 937

938 FastLane Help The 3 Instructions for Preparing a Letter of Figure View Required Information for the Letter Support screen. of is circled. Support link for see the form requirements, click View Required Information 4. To the Letter of Support (Figure 3). The a Required Information for Letter of Support screen displays (Figure 4) with components of listing of all the of Support. the Letter Figure 4 Required Information for Letter of Support screen. The Back button is circled. Instructions Click the Back button (Figure 4). The 5. for Preparing a Letter of Support screen displays (Figure 5). 938

939 FastLane Help Begin Instructions for Preparing a Letter of The 5 the Letter of Support link is Figure Support screen. circled. Click the Begin 6. Letter of Support button (Figure 5). The Letter of Support Form screen displays the (Figure 6) with Nominee Information section the open. and Save Figure 6 Letter of Support Form screen with the Nominee Information section open. The button is circled. Continue Enter 7. the required information in the appropriate boxes (Figure 6). Save 8. Click the (Figure 7) with and Continue button (Figure 6). The Letter of Support Form screen displays of open. the Letter Support section 939

940 FastLane Help Figure 7 Letter of Support screen with the Letter of Support section open. The Save and Continue button is circled. Support (Figure 7). 9. Browse to and Upload a Letter of You have now completed the Letter of Support form. You have these options: of • Save the Letter later Support to edit it or submit it the Support • Submit Letter of 940

941 FastLane Help Letter of Support Submit a National Medal of Science for the 1. Access the Letter of Support Form screen (Figure 1) with the Submit Letter of Support section open (see Complete the Letter of Support Form ). 1 Letter of Support screen. The Figure Submit button is circled. 2. On the Letter of Support Form screen (Figure 1), click the Submit button. The (Figure 2). Confirm Award Letter of Support Submission screen displays Figure 2 Confirm Award Letter of Support Submission screen. The Confirm button is circled. (Figure 2). The Click the Confirm button 3. Confirmation screen displays (Figure 3). Figure screen. 3 Confirmation National 4. Click the Back to Award Homepage (Figure 3). The (Figure Medal of Science screen displays 4) . with the Letter of Support listed with the status of Submitted 941

942 FastLane Help 4 National Medal of Science screen with the Letter of Support listed with the status of Figure Submitted. Saved Letter of Support Edit a the National Medal of Science for Honorary ). 1. Access the Honorary Awards screen (Figure 1) (see Log In to Awards Figure 1 Honorary Awards screen. The National Medal of Science link is circled. 1), 2. On the Honorary Awards screen (Figure Science click National Medal of Science . The National Medal of section. screen displays (Figure 2) with the letter of support listed in the Work in Progress 942

943 FastLane Help 2 National Medal of Science screen. The Nominee Name Figure for the Letter of Support is circled. 3. Click the name of the Nominee associated with the Letter of Suuport (Figure 2). The Letter of Support screen displays (Figure 3). On this screen, you can edit any section by clicking on the section title and then clicking on the Save and Continue button or Save button (see Complete the Letter of Support Form , for instructions completing the form). Figure 3 Nominee Form screen. Save a Letter of Support for the National Medal of Science Support, After you have completed at least the first section of a Letter of future work. you can save it for 1. Access the Letter of Support Form screen and complete at (Figure 1) least the first section of the letter of ). support (see Complete the Letter of Support Form 943

944 FastLane Help 1 Letter of Support Form screen. Figure The Save button is circled. 2. on the Letter of Support Form screen (Figure 1), click the Save button. The letter of support is now listed On . Progress the National Medal of Science screen (Figure 2) with the status of In Figure 2 National Medal of Science screen. The letter of support is now listed with the status of In Progress. Letter Submit a Saved Science of Support for the National Medal of ). 1. Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Awards 944

945 FastLane Help 1 Honorary Awards screen. The National Medal of Figure link is circled. Science 2. the Honorary Awards screen (Figure 1), click National Medal of Science . The National Medal of Science On screen displays (Figure 2) with the Letter of Support listed section. in the Work in Progress circled. Figure 2 National Medal of Science button. The Letter of Support title link is of Support (Figure 2). The (Figure 3). 3. Click the title of the Letter Letter of Support Form screen displays 945

946 FastLane Help 3 Letter of Support Form screen. The View Saved Letter of Support link Figure circled. is View Saved Letter of Support (Figure 3). The 4. Click Entire Letter of Support View (Figure screen displays 4). Letter Figure 4 View Entire of Support Screen. The Submit button is circled. 5. screen Click the Submit button (Figure 4). The Confirm Award Letter of Support Submission (Figure 5). displays 946

947 FastLane Help Figure 5 Confirm Award Letter of Support Submission screen. The Confirm button is circled. (Figure 6). 6. Click the Confirm button (Figure 5). The Confirmation screen displays Figure 6 Confirmation screen. (Figure 6). The 7. Click Back to Award Homepage (Figure 7) with National Medal of Science screen displays the Letter of Support listed with the status of Submitted. 947

948 FastLane Help 7 National Medal of Science screen with the Letter of Support listed with the status of Figure Submitted. View the Entire Letter of Support National Medal of Science for the ). Awards 1. Access the Honorary Awards screen (Figure 1) (see Log In to Honorary Figure 1 Honorary Awards screen. The National Medal of Science link is circled. On 2. The the Honorary Awards screen (Figure 1), click National Medal of Science . (Figure 2). National Medal of Science screen displays 948

949 FastLane Help 2 National Medal of Science screen. The Letter Figure Support title link is circled. of 3. Click the title of the Letter of Support (Figure 2). The Letter of Support Form screen displays (Figure 3). circled. Figure 3 Letter of Support Form screen. The View Saved Letter of Support link is Entire 4. Click View Saved Letter of Support (Figure 3). The View Support Letter of (Figure 4). screen displays with the text you have entered 949

950 FastLane Help 4 View Entire Figure Letter of Support screen. View the Letter of Support in PDF for the National Medal of Science Support ). 1. Access the View Entire Letter of Support screen (Figure 1) (see View Entire Letter of Figure 1 Letter of Support screen. The View PDF link is circled. Entire 2. On the View PDF Letter of Support screen (Figure 1), click View PDF . The Letter of Support displays in new window (Figure 2). format in a 950

951 FastLane Help Figure 2 Letter of Support in PDF format. Vannevar Bush Award Vannevar Bush Award Introduction in The Vannever Bush Award is given annually in recognition of an individual who, through public service activities science and technology, has made an outstanding "contribution toward the welfare of mankind and the nation." Honorary Awards Access the ). Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Honorary 951

952 FastLane Help Award 1 Honorary Awards screen. The Vannevar Figure link is circled. Bush the Honorary Awards screen (Figure 1), click Vannevar Bush On . The user is redirected to the National Award Science Board, Awards page Public Service Award Science Board Public National Service Award Introduction who The National Science Board Public Service Award is given annually in recognition of people and organizations have increased public understanding the of science or engineering. You have the following options in preparing a Public Service Award: the Access Honorary Awards screen (Figure 1) (see Register for Honorary Awards or Log In to Honorary Awards ). circled. Figure 1 Honorary Awards screen. The National Science Board Public Service Award link is 952

953 FastLane Help is Award On the Honorary Awards screen (Figure 1), click National Science Board Public Service . The user redirected to the National Science Board website Other Fellowships and Postdoctoral Programs Introduction to Postdoctoral Fellowship and Other Programs Other Programs book. Print the contents of the Postdoctoral Fellowship and 953

954 FastLane Help Fellowships are standard made to organizations or individuals at the graduate and/or postdoctoral level and grants National to research For the postdoctoral level, the support Science Foundation (NSF) normally and training. research in science disciplines. supports purpose of the application The to enable applicants to easily find a program for application. Postdoctoral is Fellowship applications will be submitted using the Proposal Preparation application on FastLane. proposal preparation and The FastLane systems support for Postdoctoral Fellowships. However, submission you must fir st register through the Postdoctoral Fellowship system Registration ( ). https://www.fastlane.nsf.gov/n1/N1IndvReg.html Access the Postdoctoral Fellowships from the FastLane Home Page screen as seen in the red circle on Figure 1. list Select Postdoctoral Fellowships and Other Programs from the of FastLane options just below the FastLane logo. Figure in 1 FastLane Home Page. The Postdoctoral Fellowships and Other Programs menu selection is circled red. Fellowships That selection takes you to the Postdoctoral and Other Programs screen (Figure 2). 954

955 FastLane Help Postdoctoral Fellowships and Other Programs screen. Figure 2 menu, you can select: From that NSF Postdoctoral Fellowships and am an Applicant — Takes you to the I Other Programs screen • • I am a Sponsoring Scientist — Takes you to the NSF Postdoctoral Fellowships and Other Programs screen I am a Letter of Reference Writer — Takes you • the Write a Letter of Reference screen to • Individual Registration — Takes you to the Postdoctoral Fellowship screen Registration PI/Co - PI Login Page — Takes you to the Proposals, Awards • and Status screen Available Programs — Takes you to the • and Other Programs screen NSF Postdoctoral Fellowships module where applicants Postdoctoral Fellowship and Other Programs is the acquire an and sponsoring scientists of the postdoctoral programs NSF offers (Table 1). overview 1 Postdoctoral Fellowship Table and Other Programs Applications Application Who Activity I am an Applicant Applicant Find the information on one of the postdoctoral 955

956 FastLane Help programs, and other instructions for applying. including one of a Sponsoring Find the information on the postdoctoral and other am I Sponsoring programs and special information for Scientist Sponsoring Scientist Scientists. a Letter I of a a Letter of Reference and of Prepare and submit to NSF am Letter a Reference rating sheet for Reference Writer postdoctoral Fellowship applicant. Writer (required individual Register with FastLane as an Individual Registration Applicant preparing a proposal for a Postdoctoral for Fellowship). Log in for screen Awards, and Status to Proposals, PI/Co PI Login - Page Applicant a proposal, once you have registered with prepare FastLane. on Applicant with all available programs Find information Available Programs Postdoctoral Fellowships. and Sponsoring Scientist Working in Postdoctoral Fellowship and Other Programs does not require registration with does FastLane; however, preparing and submitting a proposal for a postdoctoral fellowship require with FastLane. registration persons work in Postdoctoral Fellowships Programs: following The and Other Applicant — • a doctoral degree who is seeking a fellowship Individual with Letter of Reference Writer — Individual who has been asked by an applicant to submit a • letter of reference to NSF the applicant concerning NSF Postdoctoral Fellowships and Other Programs This screen lists the variable available Postdoctoral Fellowships and Other Programs. Researchers can apply for the following fellowships through the National Science Foundation: https://fl.acpt.nsf.gov/servlet/fastlane.pdoc.DisplayProgramType to one of the above links, it takes When you select that program’s description page. you General Process To apply for a fellowship, you must do the following: system. Register as an independent researcher with the Postdoctoral Fellowship Registration 1. 2. Print and read the program solicitation . . details 3. Review the program 956

957 FastLane Help 4. Prepare the documents. Access Proposal Preparation through the FastLane Proposals, Awards and 5. module. Status View - Specific Program Announcement Award - To view award specific program announcements, do the following: 1. Access FastLane and select the Postdoctoral Fellowships application (see ). Programs Introduction to Postdoctoral Fellowship and Other Select the I am an Applicant GO button. The NSF Post doctoral Research Fellowships and 2. Other Programs screen (Figure 1) displays with a variable list of available fellowships. NSF Postdoctoral Fellowships Figure 1 List of and Other Programs currently available. 3. Select the GO button for the program you are interested in viewing (e.g., Mathematical Research Fellowships). Information on t hat program displays Sciences Postdoctoral 957

958 FastLane Help Each of these pages has the following links: a. Program Announcement or b. How to Apply (for Applicants and Available Programs selection) c. How to Prepare Statement (for Sponsoring Scientist selection) Past Awards d. 1. Select the GO button for Program Announcement. The program’s displays (see Figure 3). information screen 958

959 FastLane Help 959

960 FastLane Help red. Figure 7 FastLane Home Page screen. Proposals, Awards and Status is circled in Figure 7). 8. Select Proposals, Awards and Status (as seen in Status The Proposals, Awards and 8). screen displays (Figure 960

961 FastLane Help 8 Proposals, Awards and Status screen. The PI/Co Figure PI login section is circled in red. - Complete the PI/Co - PI log in 8. (Figure 8). Select the Log In button. The first time you log in, information you to Research.gov to change your will be redirected Once you reset your password in password. FastLane. to Research.gov use the updated password to login What Enter a new password and then select the OK button (Figure 9). The 9. Do You Want To Work On? screen displays (Figure 10). What Figure 10 red. Do You Want To Work On? screen. Proposal Functions is circled in (Figure 11). 8. Select the Proposal Functions link. The Proposal Functions screen displays 961

962 FastLane Help 11 Proposal Functions screen. Proposal is circled in red. Figure Preparation the Proposal Preparation link (Figure 11). Select The Principal Investigator (PI) Information 9. displays. screen (Figure 12) 8. On the Principal Investigator (PI) Information screen, scroll down and check your information. Your Your organization must have you listed as an individual researcher. organization code will begin with "P." a is not update Review your information (Figure 12). If it correct, select the Edit button and 9. your information. When you have completed the changes, select the Save button to continue. a 10. See Prepare selected Proposal for instructions on how to prepare a proposal for your fellowship. See also: • How to Apply (for Applicants) • How to Apply (for Sponsoring Scientists) View Award - Specific • Program Announcement • Postdoctoral Fellowship Contacts 962

963 FastLane Help How to Apply (for Applicants) 1. Access FastLane and select NSF Postdoctoral Fellowships and Other Programs (see Introduction_to_Postdoctoral_Fellowship_and_Other_Programs ). 2. Select the GO button for I am an Applicant. The NSF Postdoctoral Research Fellowships and Other Programs screen displays (Figure 1) with a list of available fellowships. Figure 1 List of NSF Postdoctoral Fellowships and Other Programs currently available. 963

964 FastLane Help 3. Select the GO button of the program you are interested in viewing (e.g., Mathematical Sciences Postdoctoral Research Fellowships fellowship. ). A screen displays with information on that Select the GO button for How to 4. screen . A screen display specific instructions for how to apply for that Apply particular fellowship. Individual Registration s 5. Note that the fourth step i . This will apply to all of the fellowships. How to Apply (for Sponsoring Scientists) NSF Postdoctoral Fellowships and Other Programs Access FastLane and selec t 1. (see Introduction_to_Postdoctoral_Fellowship_and_Other_Programs ). NSF Postdoctoral Research Fellowships 2. Select the GO button for I am a Sponsoring Scientist. The screen displays (Figure 1) with a list of available fellowships. and Other Programs available. and Other Programs currently Figure 1 List of NSF Postdoctoral Fellowships 3. Select the GO button of the program you are interested in viewing (e.g., Mathematical Sciences Postdoctoral Research Fellowships ). A screen displays with information on that program. 964

965 FastLane Help Write a Letter of Reference 1. the applicant will send you If you have been asked to supply a letter of reference for an applicant, either - the necessary information to enter this function, or FastLane will send you an e mail similar to the one shown in Figure 1. Figure 1 A FastLane generated email to a Letter of Reference Writer, with necessary login - information. Access FastLane and select NSF Postdoctoral Fellowships and Other Programs 2. (see Introduction ). Programs The NSF Postdoctoral Fellowships and to Postdoctoral Fellowship and Other Other Programs screen displays (Figure 2). Programs Figure 2 NSF Postdoctoral Fellowships and Other is screen. The I am a Letter of Reference Writer link circled. 965

966 FastLane Help Select the GO button for I am a Letter of Reference Writer. The 3. of Reference Letter login screen displays (Figure 3). 3 Letter Figure Reference login screen. of number, this 2. Enter your last name, the temporary proposal and password (get Research from the NSF Postdoctoral information Fellowship applicant or from the select FastLane e - mail described in Step 1), and then of Create/Submit Letter you (Figure 3). The first time Reference use the password, a Change Password screen displays (Figure 4). 966

967 FastLane Help 4 Change Figure Password screen. 3. Type in your new password (Figure 4). The next message verifies your email address 5). (Figure Figure 5 E - mail verification message. 4. Select the Yes button (Figure 5). The Letter of Reference Instructions screen 6). displays (Figure 967

968 FastLane Help Figure 6 Letter of Reference instructions screen. The Step 1 GO button is circled in red. 5. Select the GO button for Step 1 Rating (Figure 6). You may also wish to view the Program Information (Figure 7). 968

969 FastLane Help Figure 7 Program information. 969

970 FastLane Help If you selected the Go button for Step 1, the Letter of Reference Rating Sheet 6. screen displays Make sure your name and title information are correct (Figure 9). 7. Figure Referee’s name and title information. 9 Make sure your 2. name, department, and contact information are correct institution (Figure 10). 10 Referee’s Figure name and contact information. institution 11). 3. Indicate how long you have known the applicant in years and months (Figure Figure 11 How long have you known the Applicant. you 4. Indicate in what capacity undergraduate, have known the applicant (as an only, assistant, by reputation research 12). etc.) (Figure 970

971 FastLane Help In what capacity have you 12 known the Applicant. Figure Select a rating for the applicant based 5. on what you know of the applicant’s work (Figure 13). 13 Figure the Applicant. Rating for your 6. Indicate whether or not you want 14). identity held in confidence (Figure Figure 14 Indicate level of confidentiality you desire. (Figure 7. To complete the rating, select the Save button Saved 15). The Step 1 Rating screen displays (Figure 16) with the notation that the Rating has been saved. 971

972 FastLane Help 15 Select the Save button Figure in red) to complete the Rating (circled saved. Figure 16 Step 1 Rating Saved screen with the Rating listed as (Figure 16). 16. Select the OK button to go on to the next step Letter The Step 2 (Figure 17). screen displays 972

973 FastLane Help screen. Figure 17 Step 2 Letter Upload a 17. Prepare your letter in your word - processing program and upload it (see File for instructions) (Figure 17). After you have uploaded the file, the Step 2 Letter Upload ed screen displays (Figure 18). 973

974 FastLane Help 18 Step 2 Letter Uploaded screen with Figure Letter of Reference listed as saved. the send, 18. If you are certain that your rating sheet and letter are what you want to your OK (Figure 18) to submit select letter of reference — no further corrections be can reference made. A screen displays (Figure 19) with confirmation that the has been submitted successfully. 974

975 FastLane Help 19 Step 3 Reference Submitted screen Figure confirmation that the Reference has been with submitted. Reference 19. Select OK to return to the Letter of Reference screen. The Letter of of screen displays (Figure 20) with all of the Letter as Reference components listed completed. 975

976 FastLane Help 20 Letter of Reference screen with all of Figure Letter of Reference components listed as the completed. select letter. 20. You can GO to view and/or print the rating and button function. 21. Select the Go Back Reference to exit the Letter of 976

977 FastLane Help View Past Award Winners available, to view the past award recipients If of each postdoctoral fellowship, do the following: 1. FastLane and select the NSF Postdoctoral Fellowships and Other Programs (see Access Introduction to Postdoctoral Fellowship Other Programs ). and 2. Select the GO button for Available Programs. The NSF Postdoctoral Fellowships and Programs Other screen (Figure 1) displays with a list of available fellowships. winners of. 3. Select the GO button for the program you are interested in viewing past 4. Select the GO button for Past Awards. The past award winners page displays (Figure 2). displays Figure 2 The Past Award Winners page 977

978 FastLane Help Postdoctoral Fellowship Contacts Access FastLane and select NSF Postdoctoral Fellowships and Other Programs (see Introduction to 1. Other Programs ). The NSF Postdoctoral Fellowships and and Other Programs Postdoctoral Fellowship screen displays (Figure 1) . current of 2. Select the Postdoctoral Research Fellowships Contacts link (Figure 1) for the listing contacts. FastLane Help 1 NSF Postdoctoral Fellowships and Other Programs Figure screen. The Postdoctoral Research link Fellowships Contacts is circled in red. Who Activity Application proposal. Proposal a Complete and submit the form for review of Prepare Review Reviewer Download/Save reference. Download and save a proposal to your PC for Proposal View Proposal View a proposal online in PDF format. you for Print Proposal at NSF and to proposal Request NSF to print and mail a Mail your review. the mail Create CD at NSF and Mail Request NSF to make a CD of a proposal and CD to you for your review. file. Edit Reviewer on Change your profile information that NSF has Information 978

979 FastLane Help Help Technical Introduction Technical Help section provides FastLane Help usage tips/troubleshooting. You can This the following FastLane Help choose from topics: for • FastLane Acceptable Formats • Proposals with Color or High - Resolution Graphics Special Instructions for a Link to FastLane • Add Adobe® Reader® for FastLane • Blocked PDF Producers • Charac ters to • Use for FastLane • Configure Adobe Reader for FastLane Software Requirements for FastLane • Upload a File • Embed Fonts in an • Word Document MS Web Browser Compatibility • File Upload • Instructions • Generate PDF Files Acceptable Formats for FastLane now accepts files in various formats FastLane and converts them to PDF for you. The FastLane system uses the file the the extension (the part of file name after the period) to determine the file format to properly interpret make sure information. software does not automatically append an extension, If your to add the appropriate extension when you save the file. FastLane reliably supports the file formats listed below. If the file format you use is not listed, save the file in of either Rich Text Format (.rtf) or Text only (.txt), both which FastLane supports. The tables below list: Recommended Formats for FastLane Extension File Type version Word 2007 or older .docx, .doc Microsoft Microsoft Excel 2007 or older version workbook (single worksheet .xlsx, .xls only) .pptx, .ppt Microsoft PowerPoint 2007 or older version presentation Acrobat Version and uses Adobe Fastlane supports Distiller 9.0 .pdf .eps Encapsulated PostScript file PostScript file .ps 979

980 FastLane Help Format Text .rtf Rich .txt Text file 980

981 FastLane Help Add a Link to FastLane can use either of the images below to link FastLane from your Web page, or you can include a You text link on your page. of the images below, right To click copy one (Windows) or hold down the mouse button (Macintosh) on the - To image and select Save Image As... Save the image on your computer. insert add a link on your Web page, the code. corresponding HTML Image Code href= "ht t p://www.fastlane.nsf.gov/ "> height="48" border="0" alt="Go to t width="115" Go to FastLane Go to FastLane to ">Go p://www.fastlane.nsf.gov/ 982 FastLane Help • PStill problems these blocked producers generate and Here are recommendations for how to fix the the FastLane's if you have no alternative but to use a blocked problem, producer. PDF Filter Canvas/Deneba Problem: Concatenation. has encountered significant difficulties when attempting to FastLane PDF files produced with the concatenate with other PDF files. Deneba PDF filter Solution: Re - distill the file with Acrobat or Possible Ghostscript. When PDF files produced with the Deneba PDF filter (usually created by Canvas) are re - distilled with Acrobat FastLane can easily concatenate the resulting files. We recommend you use the "I would or like Ghostscript, re - distill my file" button, if FastLane available. to - the file using Acrobat or Ghostscript. Otherwise, please re See Creating FastLane PDF distill Files . PDFWriter Garbles Problem: gobbles text. or that PDFWriter does is not produce acceptable PDF files, except under very limited circumstances. The danger proposal. NSF Program Officers reviewers will see garbled and/or incomplete versions of the and Solution: Upload files in a supported format. Possible that you upload your files in one of supported formats. See Fastlane recommends Acceptable Formats for the FastLane . use Adobe Distiller to create and upload a PDF If you wish (in the same package as PDFWriter) or file, Ghostscript. For more information on: • PDF Writer, go to: http://www.planetpdf.com/planetpdf/pdfs/issue02.pdf • GhostScript, go to: http://www.cs.wisc.edu/~ghost/ . FrameMaker Problem: Concatenation. FrameMaker is an Adobe Product, Even though the "Save as PDF" option produces PDF files that FastLane has difficulty accepting because the option uses the PDFWriter drivers. PDFWriter PDF files produces that are difficult to concatenate. the Possible Solution: Upload print File. and check the Print If you have created a document in FrameMaker, the best option is to choose File - > Print , 982

983 FastLane Help to procedure will not send a document to a printer, but it will save a file to the location that File option. This upload as a PostScript (.ps) or Printer (.prn) file. Then either this .ps or .prn file to FastLane. you specify you can use Acrobat Distiller or Ghostscript to create the PDF files from the PostScript or Printer file. See Or, Files to for instructions on how use Acrobat Distiller/Ghostscript to create PDF files. Generate PDF 6.5 Prior to GhostScript Versions Difficulties with font embedding. Problem: can only accept produced by GhostScript versions 6.5 and higher, since earlier versions had FastLane files difficulties with font embedding. As of July 1, 2003, the highest Macintosh version that has been released is 5.5, so Macintosh users currently cannot use GhostScript as a PDF producer for FastLane. Download the most recent versions of GhostScript and GSView (a Ghostscript GUI) from Solution: Possible link: http://www.cs.wisc.edu/~ghost/ . Ghostscript at this Hewlett Packard Intelligent Scanners - Files cannot be uploaded. Problem: Scanners HP Intelligent The produces PDF files that cannot be uploaded into FastLane. Save as PDF feature on Possible Solution: Save file as JPEG file. Use the Save as feature of the 1. scanning software to save the document as a .jpeg file. Microsoft 2. Import this .jpeg file into one of the supported word - processor formats (Microsoft Word, PowerPoint, WordPerfect). It is important to Import or Insert the picture file into the word - processing or rather the than using Cut and Paste options. document, Save the file as processing a word - file. 3. Upload - processing file into FastLane for conversion into PDF. 4. the word if saving the document as a .jpeg file does not work, or if you do not have access to the supported word Or, , do the following: processors Save As or Export As an Encapsulated PostScript (.eps) from your scanning software. But note that EPS 1. can contain only one page! files although Upload the .eps file into FastLane, a the image quality might not be as good as 2. .jpeg image. PhotoShop Problem: Concatenation. PhotoShop is an Adobe Product, the Save as PDF option produces PDF files that FastLane has Even though difficulty the option uses the PDFWriter drivers. accepting, because that are difficult PDF files PDFWriter to concatenate. produces Possible Solution: Upload as EPS file. 1. If you have created a document in PhotoShop, the best option is choose File - > Save As , and select Encapsulated PostScript (.eps) or PhotoShop EPS (.eps) as the file type. Note that EPS files can contain only one page! .jpeg 2. Upload the .eps file into FastLane, although the image quality might not be as good as that of a image. 983

984 FastLane Help PStill Concatenation. Problem: has encountered concatenation errors with files produced by the PostScript FastLane PDF converter PStill. to Solution: Upload the PostScript file directly. Possible that you upload the PostScript file directly We recommend or use Acrobat Distiller or Ghostscript to create the PDF file from the PostScript or Printer file. See Generate PDF Files for how to use Acrobat instructions Distiller/Ghostscript to create PDF files. Configure Adobe Reader for FastLane If your browser is using the Reader as a plug - in, Adobe Reader will not work for FastLane. If you attempt to display or print a PDF encounter a blank page or an error message that document and you says, "An Error Occurred While Trying to Use This Document," it is likely that Adobe Reader is configured as a your plug in. You must delete the plug - in and configure - browser to use Adobe Reader as a helper. as a Contact your organization’s IT support for instructions on configuring Adobe Acrobat as a helper instead of plug - or review the appropriate Adobe technical document listed in the table below. in, Operating Browser URL System Internet Explorer or Windows http://www.adobe.com/support/techdocs/331025.html AOL Windows http://www.adobe. com/support/techdocs/331038.html Netscape Netscape http://www.adobe.com/support/techdocs/328635.html Windows Navigator X Safari http://www.adobe.com/support/techdocs/331040.html Mac OS Netscape OS X Mac http://www.adobe.com/support/techdocs/328648.html Navigator Netscape Unix http://www.adobe.com/support/techdocs/324610.html Navigator Software Requirements for FastLane a FastLane is - based application. You need: Web • A Web browser to access and work in FastLane (see Web Browser Compatibility and Accessibility Software ) for • Portable Document Format (PDF) file reader, generally Adobe Reader 5.0 or higher, A viewing and printing PDF files • A word processor FastLane no longer requires that you create your own PDF files. You can upload any document into FastLane that is a format listed in in Acceptable Formats for FastLane . Only you want to create your own PDF files to upload into FastLane , you also need: Adobe Acrobat if PDF files. Professional or Standard Version 5 or higher or another application that creates 984

985 FastLane Help Why PDF? documents into PDF format. Why? converts your FastLane sets (e.g., contain images, graphics, and various character Greek letters). PDF offers Proposals often equations, and multiplatform reproducible results support for viewing and printing. This enables reviewers and NSF staff to accurate proposal as the an author intended with: view Margins retained • • Original pagination and line breaks Equations accurately displayed • Position and compression of images maintained • Embed Fonts in an MS Word Document Open 1. document. the Word Select Tools Options 2. . 3. In the Options box, click the Save tab. the check mark box for Click Embed TrueType fonts . 4. fonts function.) 5. Click the check mark box for Embed characters in use only . (This is the subsetting 6. OK . Click fonts you used are now embedded and subset in the The document for accurate representation on other platforms. Upload a File Before you upload file, embed the fonts a in the file. In these instructions, we take as example the uploading of a Project Summary for a proposal. an the file that 1. Prepare a word - processing document for Acceptable you want to upload. See of Formats for FastLane for a listing all the formats FastLane accepts. the 2. On the screen for that form or document (Figure 1), click Transfer File button. (This button may also be called the Upload File button or Upload Document button.) The File Upload screen displays (Figure 2) for that document. 985

986 FastLane Help 1 Screen for the Project Summary form in Proposal Preparations. The Transfer File button Figure is circled. Figure File Upload screen with the title of the form to be uploaded at the top of the screen. 2 (Figure 2). 3. Type the name and path of the file in the box next to the Browse button Choose don’t know the document path, click the Browse button (Figure 2). The If you File screen opens in 4. a new window (Figure 3). button Figure 3 Choose File window. The Open is circled. In the Choose 5. window (Figure 3), highlight the file you want to upload. File of the name and path 6. Click the Open button (Figure 3). The File Upload screen displays (Figure 2) with the 986

987 FastLane Help file in upload box. the screen Click Upload File button (Figure 2). The PDF Conversion/Compliance Check the displays (Figure 4). 7. screen continues to This refresh until the upload is completed. When the upload is complete, the File Converted/Checked Successfully displays (Figure 5). screen 4 PDF Conversion/Compliance Check screen. This screen to refresh until the Figure continues is upload completed. 5 File Successfully Converted/Checked screen. Figure Proofread PDF button is circled. The format. file 8. Click the Proofread PDF button (Figure 5). A new window opens with your uploaded If in PDF you need download Adobe Reader to view the PDF file, to see Adobe Reader for FastLane . 9. Review the document for accuracy and close the PDF window. The Proofreading Complete screen or displays (Figure 6) with a message for you to accept reject the results of the PDF conversion. Figure circled. 6 Proofreading Complete screen. The Accept button is the PDF document is correct, on the If Proofreading Complete screen (Figure 6), click the Accept button. The File Upload screen displays (Figure 7) with two new buttons: • Display Current [Form] Delete Current [Form] • 987

988 FastLane Help 7 Upload screen after you have successfully File uploaded the document, showing buttons to Figure and Delete the Current form you just uploaded. Display the PDF document is not correct: If On 1. Proofreading Complete screen (Figure 6), click the Cancel button. The the Upload Canceled screen displays in a new window (Figure 8). 8 Upload Canceled screen. Figure screen Close the window. The File Upload 2. displays (Figure 2). Characters to Use for FastLane - In general, FastLane requires the use of Lower ASCII 127 characters. These are defined as characters in the 00 range. Lower ASCII characters and Use only character set for: the Latin1 • Typing text into text boxes • Creating word - processing files for copying and pasting text into text boxes • Entering data for all FastLane applications • Creating word - processing files for uploading. You may use Upper ASCII characters only in PDF that you upload to FastLane. files Why the Restriction? a multi - platform system. Upper ASCII characters FastLane is translate to a different character or no character at platforms. all on other 988

989 FastLane Help Web Compatibility and Browser Software Accessibility work better with FastLane than others. Some web browsers This section of FastLane Help outlines preferred as well as best practices when accessing FastLane. web browsers Microsoft Windows XP or Windows 7 Operating Systems you are using a Windows XP or Windows 7, then the following If web browsers work best when using FastLane: Microsoft Internet • Explorer versions For information up updating your Internet Explorer, go to the Site Microsoft Update Mozilla Firefox • Site information on downloading Firefox, go to the Download Firefox For table below shows best practices The Internet Explorer, on Windows XP or 7 while accessing when using FastLane. Browser Practice Version Issue Best documents may not PDF Internet Explorer 1. Disable Web browser properly – the 5.5 in display 5.9 in Acrobat integration web Internet Explorer PDF 2. Uncheck the "Display 989

990 FastLane Help browser issues in the -- Edit under Browser" checkbox because of in of the Acrobat > Preferences -- ActiveX version plug in Reader - > General Issues with FastLane Internet Explorer 7.0 Explorer Update Internet with may Windows Update. Interactive Panel System occur Mac Operating System you are using a Mac operating system, then the following web browsers work best when If using Fastlane: • Mozilla Firefox on downloading Firefox, go to the Download Firefox Site For information Safari 5.0 • information on downloading Safari, go to the Download For Safari for Mac Site a shows best practices when using other web browsers, on The table below Mac system, while accessing FastLane. Browser Version Issue Recommendation and use the latest web browser Download incompatible is This browser Omni Web FastLane version of Firefox, with Internet Explorer 8.0 or Safari 5.0. Firefox Internet Explorer for or All versions of Internet Explorer and use Safari 5.0, Download a problem 17.0. Macs for Macintosh have the that employ with websites Object Document Model in FastLane. the errors in causes This use of browser’s Back button. Microsoft Internet supports longer no Macintosh. Explorer for Accessibility FastLane Support Software FastLane: If you are using accessibility software, then the following combinations work best when using JAWS 12.0: o With Windows XP running Internet Explorer 8.0 o With Windows XP running FireFox 17.0 Dragon 11.5: With Windows o XP running Internet Explorer 8.0 9.0 o With Windows 7 running Internet Explorer 990

991 FastLane Help software, the ones with other accessibility utilized represented above are the only be Although FastLane may we can confirm are supported. Additionally, we can confirm that Dragon 11.5 ones does not support FireFox on Windows XP or Windows running 7. 17.0 File Upload Instructions General are valid whether you are These instructions a new file or overwriting an existing file. uploading perform three general steps to upload your file(s): You will and upload the Select file . 1. Proofread 2. file . the uploaded 3. Publish the file or, if errors resubmit (after making corrections) . occurred, File Select and Upload the select the file and upload it, follow the steps listed below. To Action Result Step On any of the window will open. File Upload The 1 allow that forms click uploads, file the browse on button. 2 File selected file you the the window will close and From The File Upload be shown in will the text Upload box. window, you file the select upload to wish and on the open click button. will appear 3 Click on the The file will be uploaded. A new screen 991

992 FastLane Help file upload to be able when the upload is complete. From this page you will proofread your uploaded document. button. the Proofread Document proofread uploaded document, follow the the steps listed below. To Action Result Step 1 Click on the Proofread PDF and A new browser window will open display your converted document button. new screen will appear the document. When A 2 which will Proofread browser your publishing finished, close the give you the option of new all information document (if is correct) window. or of canceling the operation (if there were errors). Publish Or Resubmit below. To publish or resubmit the uploaded document, follow the steps listed Action Result Step If there were no errors , click on the and 1 Your document will be published you will be returned Publish to the beginning button. upload screen. If there were errors , 2 on the Your document will NOT be click button. be Cancel published and you will returned to the beginning upload screen. can Display the current file or you can You the current file by clicking the appropriate button. Delete Generate PDF Files Generate PDF Files Introduction Print the contents of the Generate PDF Files book. NSF converts proposal and other documents that you create in FastLane into Portable Document Format your this: (PDF) files. There are three reasons for 992

993 FastLane Help • files can be read on different platforms (such as Windows, Macintosh, and Unix). PDF The format help ensure that the file appears as the author intends • PDF requirements. NSF the PDF file meets FastLane formatting can ensure • that to FastLane in Many Formats Upload Documents Directly your documents in their original format. See Acceptable Formats for FastLane recommends that you upload instructions for many formats that FastLane now accepts for uploaded files and Upload a File for the on FastLane to upload a document. Embed the fonts your document before uploading. how used in Create and Upload a PDF Document is still acceptable to create your own PDF files for uploading, if It you wish, as long as the PDF documents meet NSF formatting requirements. Proposals contain images, graphics, equations, and various character sets (Greek letters, for example). To often read, and NSF staff read your file as you intend it to your PDF file must be complete. This enable reviewers to that it must contain embedded in it means all the non - standard font characters that you used. To a PDF file that meets NSF formatting requirements, see the following: create Requirements for Creating PDF • Files Software PDF • Meet NSF Ensure Your Formatting Requirements Files • Important Don'ts platforms. See Generate PDF Files to see how to create PDF files from various ensure your PDF To meet NSF formatting requirements, please make sure that all security permission Note: files your PDF files are set to No Security before you upload your PDF file to FastLane. Failure to do so causes for with the viewing and printing of FastLane is your proposal. problems blocking PDF files that have security permissions Important Don'ts . enabled. See Generate PDF Files Introduction Print the contents of the Generate PDF Files book. converts your proposal and other NSF you create in FastLane into Portable Document Format documents that (PDF) files. There are three reasons for this: platforms • PDF files can be read on different Unix). (such as Windows, Macintosh, and the • PDF format help ensure that The file appears as the author intends • NSF can ensure that the PDF file meets FastLane formatting requirements. Upload Documents Directly to FastLane in Many Formats FastLane recommends that you upload your documents in their original format. See Acceptable Formats for accepts FastLane for the many formats that FastLane now for uploaded files and Upload a File for instructions on used in how upload a document. Embed the fonts your document before uploading. to Create and Upload a PDF Document It meet still acceptable to create your own PDF files for uploading, if you wish, as long as the PDF documents is requirements. NSF formatting 993

994 FastLane Help Proposals contain images, graphics, equations, and various character sets (Greek letters, for example). To often it and to read your file as you intend NSF staff to enable reviewers FastLane Help your PDF file must be complete. This means that it must contain read, in it all the non - standard embedded you used. font characters that NSF a PDF create meets formatting requirements, see the following: To file that • Requirements for Creating PDF Files Software • Ensure Your PDF Files Meet NSF Formatting Requirements Important Don'ts • Files to see how See create PDF files from various platforms. Generate PDF to To ensure your PDF files meet Note: NSF formatting requirements, please make sure that all security permission for your PDF files are set to No Security your PDF file to FastLane. Failure to do before you upload files so causes problems with the viewing and printing of that have your proposal. FastLane is blocking PDF security permissions Important Don'ts . enabled. See PDF for Creating Files Software Requirements following software is The acceptable for creating PDF files that meet NSF formatting requirements: • Adobe Acrobat Professional or Standard Version 5 or higher Distiller Note: supports Adobe Acrobat FastLane now Version 7 • Ghostscript (Version 6.5 or higher) • Microsoft Word • WordPerfect on software and See Important Don'ts for information function. settings that will not Important Don'ts These Not Do PDF Producers Use These PDF producers may generate fine standalone documents, but create difficulties for embedding fonts and for file concatenation: • Canvas/Deneba PDF Filter • Dvipdf(m) • FrameMaker versions before 6.5 • Ghostscript • Hewlett - Packard Intelligent Scanners • PhotoShop • PStill For more information, see Blocked PDF Producers . Encryption or Security Do Not Use Adobe Acrobat Settings 994

995 FastLane Help Modern of Adobe Acrobat allow users to create security settings on PDF files. These settings negatively versions the of NSF Program Officers and reviewers to properly access ability and view your files. affect turn off Adobe Acrobat security settings, in the PDF document, select File -- > Document Properties . To Document Properties The box displays. the left sidebar menu, select Security . In the Method box, select No Security . Click OK . In Security Note: security and encrypted environment. NSF FastLane is assumes responsibility for keeping your submitted a documents secure and confidential. Do Not Use Adobe Acrobat PDFWriter PDFWriter does not produce PDF files acceptable for FastLane, except under very limited circum stances. file produce garbled and incomplete versions of your file. It is better to upload the in one of the PDFWriter can FastLane supports (see Acceptable that for FastLane ). many formats Formats you want to create a PDF file, If use Adobe Distiller (in the same package as PDFWriter) or Ghostscript. see on PDFWriter, http://planetpdf.com/planetpdf/pdfs/issue02.pdf For more information more information on Ghostscript, see For http://www.cs.wisc.edu/~ghost/ Ensure Your PDF Files Meet NSF Formatting Requirements > -- Note: Only if you have Adobe Version 4, access FastLane Job Options (opens a new window). Then go to File Save and save the document that displays as a file in your Adobe folder (usually found in Program Files). This as generators, document meets NSF requirements. For all other permissible PDF PDF adhere to the will ensure your instructions below. To ensure your PDF files meet NSF formatting requirements, you should take these measures: permissions • Edit and Print Adobe security Select • Embed all fonts • Use Type 1 or TrueType fonts • Subset fonts • Check resolution for images and figures Select Edit and Print Adobe Security Permissions See the File Document security in Adobe Acrobat and set the following two security option to Allow : permissions Edit permission • Print permission • Edit permission must be set to Allow The NSF can concatenate your documents into one file. so Embed All Fonts Always embed fonts into the PDF file. fonts with substitutes Otherwise, PDF viewers and printers may replace your and produce unwanted results. For example, a bracket in a mathematical equation might be replaced by a column of letters. 995

996 FastLane Help 1 or TrueType Fonts Use Type available in most fonts are commonly The applications. Subset Fonts fonts you Subsetting fonts forces to be properly called when individual PDF files are combined the used one large PDF into proposal file. Check Resolution for Figures and Images to PDF have settings that may affect the resolution Conversion programs of your figures and images. Generate a PDF Introduction appropriate software, version, system To generate a PDF file, use the instructions below for the and operating (OS): Version Adobe Acrobat Professional or Standard • 5 or higher o Windows o Mac o Ghostscript o WordPerfect Generate a PDF Introduction To generate a PDF file, use the instructions below for the appropriate software, version, and operating system (OS): • Adobe Acrobat Professional or Standard Version 5 or higher o Windows o Mac o Ghostscript o WordPerfect Generate a PDF File in Windows a PDF, you must have installed To generate Professional Version 5 or higher. Adobe Acrobat Standard or First, embed the fonts in your word - processing document. Open the word - processing file you want to convert to PDF. 1. The 2. Select File Print . Print box displays. PDF 3. In the Name box, select Acrobat Distiller (for Version 5) or Adobe higher). (for Version 6 or 4. Click OK . The document displays in a new window as a PDF file. File 5. Select Save as PDF . The Save as box displays. 6. Give the file a name and select the directory you want to store it in. . 7. Click Save . The PDF file is now ready for uploading to FastLane. See Upload a File 996

997 FastLane Help Generate a PDF File for Macintosh Word in your document, FastLane recommends that you first turn a the fonts or other word - processing embed To PostScript file and then convert the PostScript file to a PDF for uploading document into to FastLane. a Open your word - processing document. 1. Select File Print . 2. In the dialogue box, 3. change Copies and Pages to Output Options . Click Save as file . The Save As box 4. displays. 5. In the dropdown menu, select PostScript . Click Save . 6. - Close word out processing file. 7. the Double - click the PostScript file icon or filename in the folder that you saved it to. A box 8. displays stating the PostScript file is being converted to PDF. When the conversion is finished, the converted document as a Preview . displays select 9. the Preview, In File Export . . PDF the 10. In Format drop - down box, select 11. Save . Click now Your in PDF with fonts embedded. original document is Generate PDF Files With Ghostscript the current version of Ghostscript may be found at the GhostScript Home Page . Instructions and Go to the Ghostscript website for more information on Postscript to PDF . Suggestions when using Ghostscript to: Remember 1 • fonts. Use Type Embed the fonts. • • Set the output resolution at a sufficient level for your included images and graphics. • Since ps2pdf will convert your PostScript file to PDF within Ghostscript, use the following settings: dMaxSubsetPct=100 o dCompatibilityLevel=1.2 o dSubsetFonts=true o dEmbedAllFonts=true o Generate PDF Files With WordPerfect NSF highly recommends that the WordPerfect file be directly to FastLane. uploaded WordPerfect 9 or higher, part of WordPerfect Office 2000, has a Publish to PDF function that will bypass the need for Adobe Acrobat Distiller or GhostScript. This function will embed WordPerfect fonts. Privacy Security and 997

998 FastLane Help NSF FastLane Security and Privacy For the most up to date information about NSF’s Security and Privacy policies and practices, please visit NSF’s www.nsf.gov/policies/privacy.jsp Privacy Policy page at . se of NSF ID and Social U Security Numbers NSF ID NSF ID is a unique numerical identifier assigned to FastLane users The NSF. It is a random nine - digit number by beginning with three zeroes. ID will be used throughout FastLane as a login NSF ID and identification verification. The Security Numbers (SSN) Social submission will only be requested where it is necessary for business purposes, e.g., financial reimbursement. SSN solicited under NSF Act of 1950, as Amended. SSN is areas that do not require SSNs for In business need, FastLane customers will use their NSF ID, assigned to a them NSF in by place of SSNs. to only by The SSN used the FastLane System is not printed on any reports and is available through online screens FastLane who have an established need to view the SSN. users FAQs FastLane FAQs Introduction Frequently Asked Questions (FAQs) are alphabetized and categorized and cross - referenced into FastLane the different areas to make it easier to find an answer to a common question. Some FAQs are listed in more than one area. The areas are as follows: Accessing FastLane Authorized Organizational Representative Functions - Related Proposal & Award Policies & FastLane Procedures Guide (PAPPG) FAQs - Effective January 14, 2013 Interactive Panel System (IPS) and Requests Notifications NSF ID Principal Investigator (PI) Functions Project Reports System Proposal Preparation Sponsored Project Office (SPO) Functions Technical General 998

999 FastLane Help Printing Proposal Preparation find the answer to your question in this list or any other FastLane documentation, please contact the not If you do FastLane Help for assistance. If you find an error or discrepancy in any of the FAQs, please notify the Desk Help Desk. FastLane Accessing FastLane FAQs does a Co - PI How the proposal? access an assistant who will be doing work on a proposal or report. How do I give my assistant access? I have How a Co - PI access the proposal? does added PI can access A a proposal after you have - their name and National Science Foundation Identification Co (NSF ID) to the Cover Sheet Form of a Number See Add a Co - PI to a Proposal for instructions. proposal. permits only four Co - PIs per proposal. Co - PIs can be from your organization or another organization. NSF or an assistant who will be doing work on a proposal have report. How do I give my assistant access? I provide access to your proposal or To reports for administrative support or proposal personnel who are not listed as or Co - PI, you must do the following: PI if your proposal PIN if your assistant needs to work on a proposal or assign Assign PIN a assistant an award needs to work on a project report. Give the PIN to your assistant. as an Your assistant then logs in to Proposals, Awards, and Status as an Other Authorized User (see Log In Other Authorized instructions). User for an award or a proposal, change the to proposal or award PIN. revoke access To Authorized Organizational Representative (AOR) FAQs is an Authorized Organizational Representative (AOR)? What if our organization has multiple individuals that we wish to designate as AORs? What all pre implementation of the electronic signature process, are With - and post - award actions able to be done electronically? there when will the AOR be notified if How and is a proposal waiting to be electronically signed? Can an AOR electronically sign a proposal that is in process before submission of the proposal? How long after submission does the AOR have to electronically sign the proposal? In of how the process will actually flow, will an email be sent to both the Authorized Organizational terms sentative and the Repre Sponsored Project Office notifying them of when a proposal is ready to be submitted? If an organization determines that those authorized to submit proposals also are designated AORs, should Organizational Representative Functions both the Proposals to NSF and Authorized Submit be checked as part of their user permissions? What is an Authorized Organizational Representative (AOR)? An Authorized Organizational Representative (AOR) is the individual who is authorized to sign a proposal or inform FastLane which individuals have request on behalf of the proposing organization. The organization must 999

1000 FastLane Help the authority electronically sign the proposals and provide the required proposal certifications. to AOR Introduction . See Functions has multiple What if that we wish to designate as AORs? our organization individuals does not limit the number of designated AORs for an organization. An organization may assign the AOR NSF permission Functions to as many individuals as it deems necessary. of the electronic signature process, With are all pre - and post - implementation award actions able to be done electronically? Yes. and when will the AOR How notified if there is a proposal waiting to be electronically signed? be does not send the AOR an email alert that proposals are waiting to be signed. The AOR checks in the FastLane Organizational Representative Functions in application Research Administration for documents that Authorized Functions electronic signature (see AOR for instructions). are awaiting an AOR electronically sign Can proposal that is in process before submission of the proposal? a permit the AOR to electronically sign the proposal before the SPO submits it. No. FastLane will not long after submission does the AOR have to electronically sign the proposal? How the If your organization has separate certification and submission processes, the AOR has 5 business days from date of electronic to electronically sign the proposal. If the AOR is submitting the proposal via submission FastLane, submission and electronic signature processes the are concurrent. See AOR Functions Introduction . In terms of how the process will actually flow, will an email be sent to both the Authorized Organizational Representative the Sponsored Project Office notifying them of when and a proposal is ready to be submitted? In the Proposal Preparation application, when the PI allows the SPO to View/Edit/Submit, FastLane automatically sends an email to those persons who have the authority to submit proposals for your organization. If an organization determines that those submit proposals authorized to also are designated AORs, should both Submit Proposals to NSF and Authorized Organizational Representative Functions be checked the user of their permissions? as part must check both permissions in the Yes. You user’s profile (see Add a User or Modify a User Profile for instructions). If your organization’s certification process is separate from the submission function, you can still AOR give to AORs to submit proposals. However, the permission must also have permission to conduct Authorized Organizational Representative Functions to electronically sign the proposal. Interactive Panel System FAQs What is the difference between the Lead Panelist and the Scribe? Panel Summary? How do I enter a 1000

1001 FastLane Help do Print a Panel Summary? How I do How view/approve a Panel Summary? I I prepare reviews? do How I How the reviews of the other panelists? do view do I rank the How proposals? the text format in the Panel Summary window inconsistent? Why is can refresh my Panel Summary window without being redirected I to the Panel Status page? How can I How and paste the Panel Summary from a Word document into the IPS Panel Summary window copy without my quotations marks converting to question marks? the difference between the Panelist and the Scribe? What is Lead Scribe is appointed by the Program Officer (PO), as the person who The and submits the panel prepares summary. The Lead Panelist is usually the panelist introduces the proposal to the panel. who Summary? do How I enter a Panel The enters the panel summary in the Interactive Panel System (IPS) on the Scribe for Summary the proposal. tab a do How I print Panel Summary? The Scribe can print panel summaries individually or in bulk from the Interactive Panel System (IPS) on the Summary tab for the proposal. How do I view/approve a Panel Summary? If the Scribe has summary made the either "Available for Comment" or "Available for Final Approval," any panelist the summary on the Summary tab for the proposal. At can view the bottom of the Summary tab is the "Approval Status" list that shows whose approval is required and whose approval has already been given. If you the Scribe has are required to approve the summary , and made the summary "Available for Final Approval," tab. there will be an Approve button on the Summary How I prepare reviews? do Screen, left corner of the My Work choose "Prepare Reviews" from the Other Functions box. the upper From the GO button next When you click to the list, the Panel Review System opens in a new window. Follow the Panel 's Preparing a System instructions. Review Panel Review do I view the reviews of the other panelists? How The when setting up a panel for the interactive panel system. They can program office has multiple choices (or just assigned panelists) to view the reviews of other panelists at 1) any time, 2) only allow after panelists own review, submitting or 3) not at all. their see the program office has Depending on may be able to how the reviews of other panelists set these rules, you on the Reviews tab. the How do I rank proposals? All panelists - only access to the panel recommendation screen by choosing 'Recommendation' from have read program office Functions box. If you have been authorized by the the to provide recommendations for Other the you will have access to the drop - don lists in panel, 'Recommendation' and 'Ordering' fields. The available options in the 'Recommendation' drop - down list are set by the Program Officers (PO) and, therefore, can vary. if Possible," The common (default) options are: "Fund," "Fund most and "Do Not Fund." Your program officer will inform you of whether to use the 'Recommendations' and/or 'Ordering' field(s), and will provide guidance Preparing on the criteria use while making these panel rankings. See can a Recommendation for you instructions. is the text format in Why the Panel Summary window inconsistent? Panelists because the Scribe The Scribe’s Panel Summary window formatting is different from that of the other 1001

1002 FastLane Help is to edit their page. If the Scribe selects the “Print” button, the window will be shown as read only, which able a will display for all Panelists. consistent format refresh my Panel Summary window without being redirected to the Panel Status page? can How I pointer over the Panel Summary window, right click, and then select ‘Refresh’ from the list of the Place Selecting ‘Refresh’ at the top of the page will result in the main page refreshing, taking options. user the the IPS main page. back to I copy and paste the Panel Summary from a Word document into the IPS Panel How Summary window can my quotations marks converting to question marks? without to the Word document, make copy sure that the ‘convert straight quotes to smart quotes’ Prior and pasting from - box in the check ‘AutoFormat’ and ‘AutoFormat As You Type’ tabs in the Word options are unchecked. The user can also use the text editor or manually correct the characters. Notifications and Requests FAQs do complete a I subaward budget? How the cumulative budget page, the number of Post Doctoral Associates, Other On Professionals, Graduate Other is not adding Secretarial or correctly. What is wrong? Students, Undergraduate Students, get this error message: "At least one of the month counts must be greater than 0 on the support form for I I have entered This all zeros for the months. Why am I getting this error message? Project." Sponsored Project Office (SPO) know when I have allowed SPO access to How the proposal? will my still required when Are signed submitting Supplemental Funding Requests? budgets be handled in How the e - signature process? will subawardee signatures How do I a subaward budget? complete the new To complete a subaward budget, you must add the new organization and then create a budget for organization. See Is an Addition of Subaward Request ? What of On budget page, the number Post Doctoral Associates, Other Professionals, Graduate the cumulative Students, Secretarial or Students, Undergraduate Other is not adding correctly. What is wrong? of Grants and Agreements wants The NSF Division know the cumulative number of these positions to be to filled — not the total number of individuals filling these positions. Let's say you put John Smith as a Postdoctoral the number Associate for of 3 budget years. On the cumulative budget, FastLane will calculate "3" as each of Postdoctoral Associate personnel, rather than "1." I get this error message: "At least one of the month counts must be greater than 0 on the support form for This Project." I have entered all zeros for getting the months. Why am I this error message? You must indicate all time that will be given to the project, even time with no salary support. If you entered all project the months, then FastLane assumes that the zeros requires no time and therefore you should not be for says: "The proposed support. The Grant Proposal Guide applying project and all other projects or activities for requiring a portion of time of the PI and other senior personnel should be included, even if they receive no s alary support from the project(s)." have will my Sponsored Project Office (SPO) How know when I allowed SPO access to the proposal? When you click on the Go button associated with one of the following options (see Allow or Remove SPO Access ), each SPO in FastLane automatically sends an email notification to the organization that you selected on the proposals: Cover Sheet with permission to submit FastLane 1002

1003 FastLane Help Allow to only view proposal but not submit SPO SPO Allow and edit but not submit proposal to view proposal edit, and submit to view, SPO Allow still required when submitting Supplemental Funding Requests? Are signed budgets electronically. the Supplemental Funding Request budget be signed You no longer need to that FastLane requires a signed paper copy of send Supplemental Funding Request budget to NSF. the will subawardee signatures be handled in the e - signature process? How of requires that the NSF proposing organization provide a paper copy longer the subaward budget signed by no organization’s Authorized Organizational Representative. the Principal Investigator (PI) Functions FAQs implementation of the electronic signature process, are With all pre - and post - award actions able to be done electronically? you print out the PI/Co - PI Information form? Can will my Sponsored Project Office (SPO) know when I have allowed SPO/AOR access to the proposal? How of how the process will actually flow, will an terms to both the Authorized Organizational In email be sent the Sponsored Project Office notifying them of when Representative and proposal is ready to be a submitted? know NSF has successfully received I my FastLane proposal? How do submitted, I go into the Check Proposal Status application and the After the proposal was proposal is not listed. What is happening? I print How a copy do of my completed report? numbers? How can I change my email, phone, and fax How I add a Co - PI to the proposal? do more than four Co - PIs to my cover sheet. Can I do I this? want to add assistant who I work on a proposal. have an How do I give my assistant access? will be doing With implementation of the electronic signature process, are all pre - and post - award actions able to be done electronically? Yes. you print out the PI/Co Can PI Information form? - Yes. Do the following: Access Form Preparation screen (see Prepare a Proposal or Edit a Proposal ). On the Form Preparation the screen, click Print in the right navigation bar. The Print Menu screen displays. Click GO button for PI Co - PI Info button. The PI/Co - PI Information Form the .) PDF format. (If you need Adobe Reader, see Adobe Reader for FastLane displays in Print icon in the Click upper - left of the the screen. The PI/Co - PI Information Form prints. How will my Sponsored Project Office (SPO) know when I have allowed SPO/AOR access to the proposal? When you click on the Go button associated with one of the following options (see Allow or Remove SPO Access FastLane automatically sends an email notification ), to each SPO in the organization that you selected on proposals: the Cover Sheet with permission to submit FastLane 1003

1004 FastLane Help Allow to view proposal SPO SPO Allow and edit proposal to view proposal edit, and submit AOR to view, Allow of how the process will In actually flow, will an email be sent to both the Authorized Organizational terms and the Sponsored Project Office notifying them of when a proposal is Representative to be ready submitted? SPO application, when the PI allows the to View/Edit/Submit, FastLane automatically the Proposal Preparation In an email to those persons who have the authority to submit sends for your organization. proposals do I know NSF has received my FastLane proposal? How successfully few seconds after the AOR successfully submits a proposal, a A in FastLane confirming message pops up the submission. See View/Print a Submitted Proposal as a PI or View/Print a Submitted Proposal as an /AOR instructions to see and print the proposal. SPO for proposal was submitted, I go After into the Check Proposal Status application and the the not listed. What is happening? proposal is a lag between the time the proposal is submitted via FastLane and the time it There is up in the FastLane shows Proposal Status applications. Here is the NSF process at the point of your proposal's submission in FastLane: the proposal. You submit proposal NSF's Proposal Processing Unit that FastLane generates an a email notifying has been submitted in the system. Unit the to The Proposal Processing it logs in the proposal, prints and copies the proposal, and sends relevant NSF program. is uploaded to the NSF Proposal and Review System (PARS). The data accepts the data on the PARS. NSF staff downloads the Proposal Status information to the FastLane database NSF staff that night for access by the PI and SPO/AOR. copy do I How a of my completed report? print Project reports can be initiated, submitted, and viewed from Research.gov. This functionality is no longer available FastLane. in I How my can email, phone, and fax numbers? change To change your personal PI information on file with the NSF, see Update PI Information for instructions. proposal? How do I add a Co - PI to the instructions. may add as many as four Co - PIs to a proposal. Add a Co - PI to a Proposal for You See I want to add more than four Co - PIs to my cover sheet. Can I do this? NSF policy permits only one PI and a maximum of four Co - PIs on a proposal. However, you can add individuals as non Co - PI Senior Personnel to a proposal. See Add - Senior Personnel to a Proposal for instructions. access? I have an assistant who will be doing work on a proposal or report. How do I give my assistant 1004

1005 FastLane Help To to your proposal for administrative support or proposal personnel who are not listed as PI or provide access PI, must do the following: Co - you if your assistant needs to work on a proposal a proposal PIN Assign then logs in to Your Proposals, Awards, and Status as an Other Authorized User (see Log In as an assistant Authorized User for instructions). Other revoke access to a proposal, change the proposal PIN. To Proposal Preparation FAQs you upload all of the current and pending support forms as one file, by clicking on the PI's name and Can the button? clicking on Transfer File you edit the Table of Contents? Can the cumulative budget page, the On number of Postdoctoral Associates, Other Professionals, Graduate Secretarial or Other is not adding correctly. Students, Undergraduate Students, What is wrong? I get this error m essage: "At least one of the month counts must be greater than 0 on the support form for getting have entered all zeros for the months. Why am I I this error message? This Project." I exit the FastLane do Proposal Preparation application? How will my Sponsored Project Office (SPO) know when I have allowed SPO access to the proposal? How a the organizational administrator make required changes to How FastLane proposal once the PI does SPO access? allows proposal NSF prints the proposals, do they print in color? When the you upload all of the current and pending Can support forms as one file, by clicking on the PI's name and clicking on the Transfer File button? No. See Submit instructions. Current and Pending Support for Each Individual Separately for Can edit the Table of Contents? you the Table of Contents automatically, and the Table of Contents FastLane creates screen is a view - only No. screen. On cumulative budget page, the number of Postdoctoral Associates, Other Professionals, Graduate the or Other is Students, Secretarial not adding correctly. What is wrong? Students, Undergraduate The NSF Division of Grants and Agreements wants to know the cumulative number of these positions to be a filled not the total number of individuals filling these positions. Let's say you put John Smith as — Postdoctoral Associate for each of 3 budget years. On the cumulative budget, FastLane will calculate "3" as the number of Postdoctoral Associate personnel, rather than "1." of I get this error message: "At least one the month counts must be greater than 0 on the support form for This I have entered all zeros for the months. Why am I getting this error message? Project." even time with that will be given to the project, You must indicate all time no salary support. If you entered all zeros for the months, then FastLane assumes that the project requires no time and therefore you should not be Proposal & Award Policies & Procedures Guide (PAPPG) applying support. The for says: "The proposed project and all other projects or activities requiring a portion of time of the PI and other senior personnel should be salary included, they receive no even if support from the project(s)." FastLane How do I exit the Proposal Preparation application? Proposal Preparation FastLane does not require a logout. When you've finished your work in the FastLane 1005

1006 FastLane Help or any other application, just close your browser before leaving your computer. application my Sponsored How (SPO)/Authorized Organizational Representative (AOR) know Project Office will I have allowed SPO/AOR access to the proposal? when on the Go button associated with one of the following When you click (see Allow or Remove SPO/AOR options Access sends an email notification to each person with SPO/AOR permissions in the ), FastLane automatically organization: SPO to only view proposal Allow to view and edit Allow proposal SPO edit, to view, Allow and submit proposal AOR How does the organizational administrator make required changes to a FastLane proposal once the PI SPO/AOR access? allows an SPO/AOR, you can have access to a proposal in either of the following ways: As View/Edit/Submit grants the SPO/AOR access to either PI (Only the AOR can submit). Once you The this access, the SPO/AOR can edit the proposal in the Research Administration have module (see Edit Proposal as an a SPO/AOR for instructions). The PI assigns a PIN to the proposal and gives this PIN to the SPO. The SPO then logs in to the Proposals, Awards, and Status module as an Other Authorized User (see Log In as an Other Authorized User for instructions). When NSF prints the proposals, do they print the proposal in color? better cannot reproduce proposals in NSF color. Therefore, it is not to rely on colorized objects to make your arguments. If your paper requires either very high - resolution graphics or exact color representations for proper NSF, review, then paper copies of your proposal to you must submit in addition to submitting the proposal through FastLane. Here is how to submit the paper copy: Cover In the Other Information section on the Remainder of the Sheet screen, click the check mark box for Exact Color High Resolution Graphics/Other Graphics Where Representation Is Required For Proper Interpretation PAPPG I.E.1). FastLane displays the number of paper copies of the entire proposal you must ( NSF. submit to paper copies must be postmarked, or have legible proof of The mailing date assigned by the carrier, within 5 working days of the electronic submission. See What Is the Cover Sheet for instructions on accessing the Remainder of the Cover Sheet screen. Project Reports System have been migrated Project to Research.gov reports Sponsored Project Office Representative (SPO)/Authorized Organizational Representative (AOR) Functions FAQs With implementation of the electronic signature process, are all pre - and post - award actions able to be electronically? done 1006

1007 FastLane Help terms of how the process will actually flow, will an email be sent to both the Authorized Organizational In the Project Office notifying them of when a proposal is ready to be Representative and Sponsored submitted? me access know that the PI has given will to a proposal? How I does the organizational administrator make required changes to a FastLane proposal once the PI How SPO access? allows do I know NSF has successfully received my FastLane proposal? How submitted, go into the Check Proposal Status application and I the proposal is not After the proposal was What is happening? listed. what point consider does NSF a proposal to be submitted? At if our organization multiple individuals that we wish to designate as AORs? What has subawardee signatures be handled in the e How will signature process? - With of the electronic signature process, are all pre - and post - award actions able to be done implementation electronically? Yes. terms of how the process will actually flow, will In an email be sent to both the Authorized Organizational and the Sponsored Project Office notifying them of when Representative proposal is ready to be a submitted? SPO application, when the PI allows the the Proposal Preparation to View/Edit/or the AOR to In , FastLane automatically sends an email to those persons who View/Edit/Submit SPO/AOR authority for have your organization. given will I know that the PI How me access to a proposal? has sends When the PI clicks on the Go button associated with one of the following options, FastLane automatically an email notification each SPO in your organization: to Allow to only view the proposal SPO edit to view and proposal Allow SPO AOR to view, edit, and submit Allow proposal FastLane the organizational administrator make required changes to a How does proposal once the PI allows SPO/AOR access? As an SPO/ AOR, you can have access to a proposal in either of the following ways: View/ The grants the SPO/AOR access to either PI Edit/ Submit (only the AOR can submit). Once you have this access, the SPO/AOR can edit the proposal in the an Research Administration module (see Edit a Proposal as SPO / AOR for instructions). PIN The PI assigns a the to proposal and gives this PIN to the SPO. The SPO then logs in to the Proposals, Awards, Status module as an Other Authorized User (see Log In as an Other Authorized User for and instructions). do I know NSF How successfully received my FastLane proposal? has A few seconds after the SPO/AOR successfully submits a proposal, a message pops up in FastLane confirming the submission. View/Print a Submitted Proposal as a PI or See View/Print a Submitted Proposal as an SPO for instructions to see and print the proposal. few days later, the proposal is uploaded into the A NSF internal Proposal and Review System (PARS) and is application. listed in the Proposal Status 1007

1008 FastLane Help the proposal was submitted, I go into the Check Proposal Status application and the After not proposal is happening? listed. What is the time it lag between the is submitted via FastLane and shows up in the Proposal There is a time the proposal applications. Here is the NSF process at the point Status of your proposal's submission in FastLane: proposal. You submit the proposal email notifying NSF's Proposal Processing Unit a has been submitted in FastLane generates an that the system. Proposal Processing Unit logs in the proposal, prints The and copies the proposal, and sends it to the relevant NSF program. data is uploaded to the NSF Proposal and Review System (PARS). The accepts the data on the PARS. NSF staff downloads the Proposal Status information to the database NSF staff night for access by the PI and that SPO. what point does NSF consider At a proposal to be submitted? proposal as submitted when the SPO/AOR clicks the considered Submit button. NSF also determines A is whether proposal has met its deadline by the time at which the Submit button is clicked. the to designate AORs? What if our organization has multiple individuals that we wish as NSF limit the number of designated AORs for an organization. An organization may assign the does not AOR to as many individuals permission it deems necessary. Functions as subawardee signatures be handled in e - signature How will process? the by no requires that the proposing organization provide a paper copy of the subaward budget signed NSF longer the organization’s Authorized Organizational Representative. FastLane Help FAQs Introduction Technical the contents of the Technical FAQs book. Print Technical FAQs are organized into four groups: General Printing Proposal Preparation All Technical FAQs are listed below. General software do I need to use the FastLane Proposal Preparation application? What Which PDF, are now supported by FastLane? file formats, besides the FastLane How I exit do Proposal Preparation application? I get a security library error message. What should I do? What is provided security with FastLane? I cannot enter data in a FastLane field. It stops me from entering the last character. What should I do? response? Should I keep on hitting a button if I do not get a quick 1008

1009 FastLane Help Printing trying When print a FastLane form (i.e., pull up a form in Adobe Reader) I get "An Error Occurred While Trying to wrong? This Document" error message or a blank page and a "Document Done" message. What is to Use NSF prints the proposals, do they print proposal in color? When the margins and I have My printout to prove it. My program officer says my proposal is non - document had 1" a it out with 0.85" margins. Why did FastLane change my document? compliant because NSF prints pull it was 15 pages project in my word processor but when I description up in FastLane it is 16 pages. My happening? What is PDF files look fine when I My view/print them one at a time. But when I print the entire proposal (or when I send the proposal to my Sponsor Project Office or equivalent) characters are missing and equations What is happening? corrupted. you - PI Information print out the PI/Co Form? Can do I print How copy of my completed report? a Proposal Preparation the proposal was submitted, I go into the Proposal Status Inquiry/FastLane organizational Reports After message that get a application the Proposal does not exist. What's happening? and and the Information Form not accepting my answers for the gender, ethnicity, Why disab ility questions? is – General Technical FAQs do I What software need to use the FastLane Proposal Preparation application? FastLane? Which file formats, besides PDF, are now supported by How exit the FastLane Proposal Preparation application? do I What get security library error message. a should I do? I is provided with FastLane? What security the cannot enter data in a FastLane field. It stops me from entering last character. What should I do? I I keep Should on hitting a button if I do not get a quick response? I need to use the FastLane Proposal Preparation application? What software do a Web - based application. You need: FastLane is A Web browser to access and work in Web Browser Compatibility and Accessibility FastLane (see Software ) or A Portable Document Format (PDF) file reader, generally Adobe Reader 5.0 higher, for viewing and printing PDF files word processor A Software Requirements for See FastLane . no longer requires that you create your own PDF files. FastLane can upload any document into FastLane You that is in a format listed Acceptable Formats for FastLane . in Only if you want to create your own PDF files to upload into FastLane , you also need: Adobe Acrobat Distiller that creates or application another PDF files. Which file formats, besides PDF, are now supported by FastLane? Acceptable Formats for FastLane for a full rundown See of the many formats FastLane now accepts. it, When you upload your file, FastLane will convert it to a PDF file. You can then proofread the PDF file, accept 1009

1010 FastLane Help and save it FastLane. See Upload a File . in free uploading, continue to use standard fonts. This will avoid the need for font - substitution. For problem with dvips 5.66a, which comes files with the MikTeX package. Create PostScript created with dvipsk 5.58f, dvips(k) 5.86, groff, or troff may cause problems when the files are Files concatenated. can still upload PDF files. FastLane will accept them, if you do the following: You not use PDFWriter Do create the file. to and subset all fonts in the file. Embed the files in Acrobat 3, 4, Put 5 format. or do I exit the FastLane Proposal Preparation application? How does not require a logout. When you are finished with your work in FastLane any FastLane application, just close your browser before leaving your computer. I a security library error message. What should I do? get an You message because your computer has cached are receiving an old security certificate. To fix this, error out your cache in your browser. Contact your organization’s technical support personnel or FastLane User clear Support for how to clear the cache. instructions on What security is provided with FastLane? uses a Secure Server (https). All of your transactions with FastLane are encrypted. FastLane I data in a FastLane field. It stops me from cannot enter entering the last character. What should I do? need follows: The glitch is an embedded space in the field. You to delete the space as Put cursor in the field. your the way to the right. Space all space all the way to the left, deleting all the Back characters. You will be able to enter all the now including the last character. information Note: If a field does not show up at all, it probably means that you are using a Windows 3.1 version of a browser browser on Windows 95, NX. Download and install the latest version of the 98, or to fix this problem. See Web Browser Compatibility . Should I keep on hitting a button if I do not get a quick response? repeatedly Hitting the button No. will not speed things up. Technical FAQs – Printing When to print a FastLane form (i.e., pull up a form in Adobe Reader) I get "An Error Occurred While trying "Document Trying Use This Document" error message or a blank page and a to Done" message. What is wrong? the proposals, When NSF prints do they print the proposal in color? My document had 1 - inch margins and I have a printout to prove it. My Program Officer says my proposal non - compliant, because NSF prints it out with 0.85" is margins. Why did FastLane change my document? My project description pages. was 15 pages in my word processor, but when I pull it up in FastLane it is 16 happening? What is 1010

1011 FastLane Help My files look fine when I view/print them one at a time. But when I print the entire proposal (or PDF I when the proposal to my Sponsor Project Office or equivalent), characters are missing and send corrupted. is happening? equations What Information out - PI the Form? Can you print PI/Co trying to print a FastLane form (i.e., pull up a form in Adobe Reader) I get When Error Occurred While "An Document" error message or a blank page and a "Document Done" message. What is Trying to Use This wrong? likely, you are receiving these messages because your Adobe Reader has Most been configured as a plug - in. This browser from working on a secure Web site such prevents your FastLane. as fix the problem, delete the plug - in and configure your browser to use Adobe Reader as a helper. See To Adobe Reader for FastLane . Configure NSF prints the proposals, do they print the proposal in color? When proposals and technical reasons, NSF cannot, at this time, reproduce For containing color. Therefore, it is cost not to rely on colorized better objects to make your arguments. What the Cover Sheet for instructions on accessing the Remainder Is of the Cover Sheet screen. See document had 1 - inch margins and I have My printout to prove it. My Program Officer says my proposal is a non compliant, because NSF prints it out with 0.85" margins. - Why did FastLane change my document? your FastLane did not change the document. You may have used the Fit to Page option to print your proposal on own printer. NSF's Proposal Processing does not use that option. Please turn off the Fit to Page option and Unit view/print your proposal. then project description was 15 pages in my word processor, but when My I pull it up in FastLane it is 16 pages. happening? What is you are uploading a number non - PDF file , be sure to check the If of pages and margin sizes. - are uploading a PDF file , adjustments may be necessary, because MSWord and similar If you processing word packages determine page breaks by the settings and capabilities of the output device. That's why you may get different page breaks when you print to the PDF file rather than to your printer. follow To solve this problem, these steps: Set he default page size in the Job Options section of Adobe Distiller. t the default page size. Correct the to PDF. Convert file PDF files look fine when I My view/print them one at a time. But when I print the entire proposal (or when I send the proposal to my Sponsor Project Office or equivalent), characters are missing and equations corrupted. What is happening? the files embedded in fonts were not that you uploaded. The you Can print out the PI/Co - PI Information Form? Yes. Do the following: Proposal Access the Form Preparation screen (see Prepare a or Edit a Proposal ). On the Form Preparation displays. screen, click Print in the right navigation bar. The Print Menu screen 1011

1012 FastLane Help Click GO button for PI Co - PI Info button. The PI/Co - PI Information Form the Adobe Reader for in format. (If you need Adobe Reader, see PDF FastLane .) displays the Print icon in the upper - left of the screen. The Click PI/Co - PI Information Form prints. FAQs – Proposal Preparation Technical go into the Proposal Status Inquiry/FastLane was submitted, I Organizational Reports proposal After the and get a message that the application not exist. What's happening? proposal does Why is the Information Form not accepting my answers for the gender, ethnicity, and disability questions? the proposal was submitted, I go into the Proposal Status Inquiry/FastLane Organizational Reports After get a message application that the proposal does not exist. What's happening? and submitted via FastLane and There is lag between the time the proposal is the time it shows up in the Proposal a FastLane: Status applications. Here is the NSF process at the point of your proposal's submission in You submit proposal. the e - mail notifying NSF's Proposal Processing U nit that a proposal has been FastLane generates an in the system. submitted in Proposal Processing Unit logs The the proposal, prints and copies the proposal, and sends it to the relevant NSF program. The data is to the NSF Proposal and Review System (PARS). uploaded NSF staff accepts the data on the PARS. the NSF staff downloads and PI Proposal Status information to the database that night for access by the SPO/AOR. answers is the Information Form not accepting my Why for the gender, ethnicity, and disability questions? If you select "I choose not to reply to this question" for the gender, ethnicity, and disability questions, FastLane form. will not print a response on the 1012

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