Tag Archives: Grant Runner

August 2017 SAGE Grant Runner Release

Grant Runner Updates

Grant Runner Support for Career Development Opportunities

Grant Runner now includes the PHS 398 Career Development Award Supplemental form, allowing you to use Grant Runner for most Career Development (K) Award opportunities.

One exception exists for those mentored opportunities in which the PI listed in the SF 424 application form is not the same as the UW PI on the eGC1. This situation occurs when the PI on the application form does not meet UW PI eligibility requirements and the mentor is listed as the eGC1 PI. For these K Award activity codes that draw applications from individuals ineligible to be a UW PI, another method should be used for sponsor form completion, or wait to complete the eGC1 until the mid-September SAGE release when that capability will be delivered.

Expanded On-Form Validations

While checking for errors on individual forms in Grant Runner, you see more of the NIH validation errors display. This expansion focuses on identifying those fields required by NIH but not by Grants.gov. For Example: the Research Plan – Specific Aims attachment, which is required by NIH for opportunities other than DP1 and DP2.

Individual Form PDFs for Forms D

You can now view or print a single Grant Runner form and its related attachments in the PDF format used by NIH reviewers. This feature offers an easy side-by-side comparison of the form with the eGC1.


NIH requires the use of application packages with a Competition ID of ‘FORMS-E’ for due dates on or after January 25, 2018.

Opportunities using FORMS-E will begin to post on October 25, 2017. In preparation, we have completed development on  FORMS-E for all existing Grant Runner forms, plus the new Career Development form. These changes will not be visible to users until the FORMS-E opportunities begin to post in October 2017.

The following FORMS-E Grant Runner forms are ready to go, when the opportunities that utilize them post in October:

  • Cover Page Supplement
  • Assignment Request
  • Research Plan
  • Career Development Award Supplement

The new Human Subjects and Clinical Trials form will be released in October, 2017, and more information on that form will be shared out closer to that time.

Update of Progress Bar Language for PDF Generation

When you click the “View Grant Runner Forms (PDF)” link, you no longer see the word “submitting” while the system is generating the PDF. This change prevents unnecessary confusion.

Fix:  PDF File Size Too Large for Viewing

Large file sizes on Grant Runner attachments were preventing the full application PDF from rendering, due to size limitations enforced by the server. The size threshold has been increased to the level recommended by Grants.Gov.

eGC1 Updates

OAW Removal as Reviewer on Non-Competing eGC1s

The Office of Animal Welfare changed their business processes and will no longer review the following eGC1 application types:

  • Non-Competing Revision
  • Non-Competing Renewal
  • Non-Competing Supplement

eGC1 users no longer see the “Animal Subjects” reviewer on the approval graph, for the above application types.

Fix:  Broken links in the footer of the eGC1 task list

At the bottom of the task list, the “About SAGE” and “Learning” links are fixed and you are directed to the appropriate support documentation for those topics.

FIDS Update

Fix:  Investigator Title Changes Being Overwritten by Workday Titles

An issue arose following the Workday implementation whereby manual updates that investigators made to their title were not saving properly, and instead were being overwritten by the Workday titles. This issue has been resolved.

SAGE Budget

Fix:  Sea Pay period update page closes worksheet section when saved

An issue has been fixed for SAGE Budgets that utilize Sea Pay where previously opened/expanded sections of the budget worksheet were closing on SAVE.  These sections will now remain open on SAVE.  

Fix:  Sea Pay period update page has SAVE button in wrong place

The Update Periods page for SAGE Budgets that utilize Sea Pay has been updated to move the SAVE button from the bottom to the top of the page, for a more consistent user experience.


You must include this NIH form with your application if the Activity Code is a K type. For descriptions of the attachments, see the specific instructions for your opportunity and OSP’s Grants.gov page.

Use the corresponding links to add each attachment. Follow the formatting and length specifications in the sponsor’s instructions for each specific attachment. All attachments must be PDFs. For general information about managing Grant Runner attachments, see eGC1 and Grant Runner Attachments.

Grant Runner File Names: All Grant Runner attachment names must be unique across all forms. The NIH allows file names that contain alpha-numeric characters, hyphens (-), and underscores (_), followed by a single period (.) and the extension “pdf” in lowercase. NIH does not allow spaces in the file name.


1.  Introduction to Application

Note: This will only display for the application types of Resubmission and Revision. NIH requires the attachment.

Candidate Section

2. Candidate Information and Goals for Career Development

Required for all NIH applications.

Research Plan Section

3.  Specific Aims

The NIH requires the Specific Aims attachment unless otherwise specified in the Funding Opportunity Announcement.

4.  Research Strategy

Required for all applications.

5.  Progress Report Publication List

Note: This will only display for the application types of  Renewal and Resubmission.

List the titles and complete references to all appropriate publications, manuscripts accepted for publication, patents, and other printed materials that have resulted from the project since it was last reviewed competitively.

6. Training in Responsible Conduct of Research

Required for all NIH applications.

Other Candidate Information Section

7. Candidate’s Plan to Provide Mentoring

This is required for some NIH funding opportunities.

Mentor, Co-Mentor, Consultant, Collaborators Section

8. Plans and Statements of Mentor and Co-Mentor(s)

This is required for some NIH funding opportunities.

9. Letters of Support

Provide all appropriate letters of support, including any letters necessary to demonstrate the support of consortium participants and collaborators such as Senior/Key Personnel and Other Significant Contributors included in the grant application.

Environment and Institutional Commitment to Candidate Section

10. Description of Institutional Environment

This is required for some NIH funding opportunities.

11. Institutional Commitment to Candidate’s Research Career Development

This is required for some NIH funding opportunities.

Human Subjects Section

Note: For more information on using human subjects, see GIM 20 Activities Involving Human Subjects,Including Clinical Research and the UW Human Subjects Division web site.

12.  Protection of Human Subjects

Complete this section if you answered Yes to the question Are Human Subjects Involved? on the R&R Other Project Information Form.  If you answered No to the question, but your proposed research involves human specimens and/or data from subjects, you must provide a justification in this section or your claim that no human subjects are involved. Follow the instructions provided in the Application Guide and the FOA regarding the Protection of Human Subject attachment.

13.  Data Safety Monitoring Plan

This is required if you answered “Yes” to the “Clinical Trial?” question on the R&R Cover Page Supplemental Form.

14.  Inclusion of Women & Minorities

Complete this section if you answered Yes to the question Are Human Subjects Involved? on the R&R Other Project Information Form and the research does not fall under Exemption 4.

15.  Inclusion of Children

Complete this section if you answered Yes to the question Are Human Subjects Involved? on the R&R Other Project Information Form and the research does not fall under Exemption 4.

Other Research Plan Section

16.  Vertebrate Animals

Complete this section if you answered Yes to the question Are Vertebrate Animals Used? on the R&R Other Project Information Form.

17.  Select Agent Research

Select agents are hazardous biological agents and toxins which DHHS or USDA have identified as having the potential to pose a severe threat to public health and safety, to animal and plant health, or to animal and plant products. The CDC and the Animal APHIS Select Agent Programs jointly maintain a list of these agents at http://www.selectagents.gov/.

18.  Consortium/Contractual Arrangements

Explain the programmatic, fiscal, and administrative arrangements to be made between the applicant organization and the consortium organization(s). Check your funding opportunity instructions to determine if the attachment is required.

19.  Resource Sharing Plan(s)

NIH considers the sharing of unique research resources developed through NIH-sponsored research an important means to enhance the value and further the advancement of the research. When you have developed resources with NIH funds and published the associated research findings or provided them to NIH, it is important that the resources are readily available for research purposes to qualified individuals within the scientific community.

20.  Authentication of Key Biological and/or Chemical Resources

Not required.

Appendix Section

21.  Appendix

According to OSP, you should only add an appendix if it is specifically called for in the instructions. Otherwise, it may affect your submission.

You can upload one or more PDF documents (maximum of 10) to satisfy the sponsor requirements for this section.

Citizen Section

U.S. Citizen or Non-Citizen National?

You must answer Yes or No to this question. If you answer No, the following question will display.

If no, select most appropriate Non-U.S. Citizen option

The options are

  • Permanent U.S. Resident Visa
  • Temporary U.S. Visa
  • Not residing in U.S.

If you select “Temporary U.S. Visa” the following optional statement appears.  Check the box, if appropriate.

If you are a non-U.S. citizen with a temporary visa applying for an award that requires permanent residency status, and expect to be granted a permanent resident visa by the start date of the award, check here.

June 2017 Grant Runner Release

Grant Runner Updates

Expansion of Validations

Key changes to Grant Runner validations and error checking.

  • All NIH Validations Included — SAGE will now incorporate all NIH validations into the error checking process, when users click the “Check for Errors” link. These validations are the same rules applied by ASSIST and eRA Commons. This should help users to identify issues earlier in the process, in advance of proposal submission.  SAGE will display both NIH errors and warnings. Warnings will not block submission, but may reveal other issues to be considered prior to submission.
  • Revised Check for Errors Page — The redesigned Check for Errors page will provide a full set of validation checks and errors for eGC1 pages as well as Grant Runner forms. For quick access, a new “Check for Errors” link has been added below the set of Grant Runner forms (see image below) on the left navigation menu. It will continue to display in its usual location on the Certify & Route page. 
  • Form Level Validations — The “Show Form Errors” link at the top of each Grant Runner form displays data entry validations on that form only (for example, date formats, required fields, etc.). Users should use the Check for Errors process for complete business rule validations and error checks.

Single PDF of Sponsor Forms Available

Grant Runner users will now be able to generate a single PDF that combines all of the sponsor forms and the related attachment content. The layout of the PDF will be the same as the NIH reviewers see, and can be printed or circulated via email.  To generate the single PDF, users will click on the new View Grant Runner Forms (PDF) link, found in the left navigation menu, just below the set of Grant Runner forms. (See image below).

left navigation menu with new grant runner links

Activity Code field added

The Activity Code for the selected opportunity will display on the Abstract & RFA/RFP page for Grant Runner applications. This field is read-only.

Standard eGC1 Updates

The new Check for Errors link on the left navigation menu will also appear for non-Grant Runner (standard) eGC1s.


You can generate a single PDF that combines all of the sponsor forms and the related attachment content. The layout and contents of the PDF is the same as the NIH reviewers see, and can be printed or circulated via email.

Note: The PDF does not include the Cover Letter attachment on the SF424, the Appendix attachment on the Research Plan, or the Assignment Request form.

Use the “View Grant Runner forms (PDF)” link found on the left navigation menu just below the set of Grant Runner forms, as indicated in the image below.

left navigation menu showing location of single p d f link


This pop-up window displays when you select the Check for Errors link on either the left navigation menu or the Certify & Route page. The eGC1 Final Validation section will list any errors that you need to correct before you can route your eGC1 to reviewers.

If you are creating a Grant Runner application, the Grant Runner Sponsor Forms Validation section will display below the eGC1 section.

In Grant Runner, if you choose an NIH funding opportunity that closes prior to the Sponsor Deadline on the eGC1 Details page, you will see a warning at the top of the “Check for Errors” page. This warning will not prevent you from routing the eGC1.

grant runner opportunity expiration warning

Note: When you select the Route to Reviewers button on the Certify & Route page, the error check is also done.

  • For a standard eGC1, this window will display only if there are errors.
  • For a Grant Runner eGC1, if you answered No to the Ready to Submit question, you can route your even if there are still errors listed.

eGC1 Final Validation

If any eGC1 page has errors, you will see a heading for that page, followed by a bulleted list of errors. The information displays in the same order as the eGC1 pages.

Examples of the types of errors listed would be:

  • Required fields without a value.
  • “Yes” answers to compliance questions without any required additional explanations or information.

The image below shows examples of eGC1 page errors.

example list of errors

Grant Runner Sponsor Forms Validation

For a Grant Runner application, the Check for Errors process includes all of the Grant Runner mandatory forms and any selected optional forms.

The forms will be checked for any Grants.gov errors and the basic NIH errors, some of which are specific to Activity Type. Once all of those errors are cleared, your forms will be checked by an additional NIH service. It provides warnings and errors specific to your opportunity.

Note: If you select Ready to Submit = No on the Certify & Route page, you can route your application for review before all of the Grant Runner errors are fixed.

Once you select Ready to Submit = Yes, you must have fixed all errors in order to re-route your application, and for it to be submitted to Grants.gov.

Warnings will not block you from routing your eGC1 but may reveal other issues to be considered prior to submission.

The Check for Errors list identifies the form page in your Grant Runner on which the error appears, and describes the error or problem.

Example messages:

  • Required or optional form not yet viewed
  • Required data not completed
  • Required attachments – “Biographical Sketch is required.”
  • Conditionally required data or attachments – “X is required when Y condition occurs.”

The image below shows two examples of Grant Runner form errors.

example list of grant runner errors


When you are working in a Grant Runner application, the left navigation menu will display additional links.

The first section is labeled Mandatory Grant Runner Forms. Select any link in this section to display the form.

The second section is labeled Optional Grant Runner Forms.  Each link in this section is preceded by a checkbox.  To access one of these form, check the box first, then select the link.

The View Grant Runner forms (PDF) link is below the Optional sections. Selecting it generates a single PDF that combines all of the sponsor forms and the related attachment content. The layout of the PDF will be the same as the NIH reviewers see, and can be printed or circulated via email.

Once OSP submits your Grant Runner application to Grants.gov, you will also see a GR Submission & Status link. Selecting this displays the submission history for your application.

The last link on the menu is Check for Errors.  Selecting it opens a pop-up window that displays any errors in your application.

left navigation menu for a grant runner application

November 2016 SAGE Maintenance Release

General Updates

Grant Runner: Detailed and Subaward Budget Form Version Update

Grants.Gov will be releasing new versions of select forms by end of October, primarily due to some forms reaching their expiration dates. Two Grant Runner forms will be updated as a result: RR Detailed Budget and RR Subaward Budget. The RR Detailed Budget will display a new “Total Costs and Fees” calculation for each period, and for the cumulative budget. This will be visible for any opportunities utilizing version 1.4 of the RR budget form.

Updates to Human Subjects HS-1-B question

Clinical Research Budget and Billing (CRBB) has provided improved language and helpful alerts surrounding the HS-1-B compliance question. If you answer YES to HS-1, (Does this application involve the use of human subjects?), the HS-1-B compliance question appears. It will ask you about the use of UW Medicine Health System clinical services, procedures or tests in regards to human subjects use, and provides additional details intended to help you answer the question more easily.

Primate Center added to AUMS notifications

The AUMS review complete email was updated to include the Health and Safety specialist in the Primate Center on the email distribution list.

Training environment permissions updated to allow subawards testing without having the Subaward Preparer ASTRA role

The SAGE training environment has been updated to allow any user with a UW NetID to create test records in the Subawards section. Users no longer need to have the Subaward Preparer ASTRA role while working in the training environment. They will, however, still need to have the Subaward Preparer ASTRA role when working in the production (live) environment. The training environment release was made on 11/1/2016.


Approval comments made after approval will no longer change the approval date (260583)

An issue which was causing the “My Approval Date” of an eGC1 to be updated when an approver comment was added at a later date, has been fixed. With this change, the original approval data will remain intact, when a subsequent comment is added.

Minor update to subawards return email

An update has been made to the subawards Notification of Return email, to clean up some accidental html characters displaying in the content.



Note: If you connect a SAGE Budget to your Grant Runner application when using the RR Detailed Budget, the system will automatically add periods and data to the RR Detailed Budget form. The form will become read-only, except for the link to add the Budget Justification attachment. In addition, a link to the Sponsor Budget Map page will appear on the left navigation menu. The Sponsor Budget Map shows how your SAGE Budget data flows into the RR Detailed Budget form.

The information on this page covers an application without a connected SAGE Budget.

This help page covers the following sections of the budget:

Section C: Equipment

In a new budget period, this section has headings and an Add New Equipment button.

Each time you click the button, a new row displays, as shown.

section c equipment

Equipment Item
Enter a description of the item.
Funds Requested
Enter the dollar amount of the item. The UW has a $2,000 minimum amount for equipment costs which overrides the Grants.Gov $5,000 minimum.
Total Equipment Costs
This is a calculated field and is the sum of all of the items and the total from the attachment, if included.

Maximum Items Rule

You can add up to a maximum of 10 items. Once the maximum is reached, the Add New Equipment button is disabled. A link to add an attachment, summarizing any additional equipment costs, will appear.  The attachment is not required.

section c equipment attachment link

If you do add the attachment, then you must enter the total costs of the equipment described in the attachment.

section c equipment total costs for attachment

Section D: Travel

Use this section to enter domestic or foreign travel costs, if any.

The Total Travel Cost field is automatically calculated for you.

section d travel

Section E: Participant/Trainee Support Costs

Use this section to enter any costs related to participant and/or trainee support. Be sure to enter the Number of Participants/Trainees following the totals line.

Note: You must enter  both a description and the dollar amount if you use the Other (specify) row.

The Total Participants/Trainee Support Costs field is automatically calculated for you.

section e participant trainee support

Section F: Other Direct Costs

Use this section to enter in any other direct costs for your proposal.

The Total Other Direct Costs field is automatically calculated for you.

section f other direct costs

You can add up to a maximum of 3 additional rows by clicking the Add New Other Direct Cost button.  Each added row will require a description and a dollar amount.

section f with added other direct costs rows

Section G: Direct Costs

This section displays the calculated total for sections A through F.

section g direct costs

Section H: Indirect Costs

By default, a new budget period will include one blank Indirect Cost row. OSP requires at least one set of data.

section h indirect costs

If you need to add additional rows, click the Add New Indirect Cost button. You may add up to a maximum of 4 indirect costs. Once the maximum is reached, the Add New Indirect Cost button is disabled.

Each row includes a Delete link at the far right which will completely remove the row and all of its data values.

The Total Indirect Costs field is automatically calculated for you.

section h indirect costs with added row

Section I: Total Direct and Indirect Costs

This section displays the calculated total for all direct (Section G) and indirect (Section H) costs for this budget period.

section I total direct and indirect costs

Section J: Fee

This section displays the entered value for any fees associated with this budget period.

section j fee

Note: a Subaward budget does not include this section.

Section K: Total Costs and Fee

The section displays the total of sections I and J for this budget period.

section k total costs and fee

Note: a Subaward budget does not include this section.


The Assignment Request form is an optional form on a Grant Runner application. It allows you to indicate your preference for an Awarding Component assignment and/or a Study Section assignment.

You may also list individuals who should not review your application, and identify scientific areas of expertise needed by the reviewers.

To include the form, select its checkbox, then select the form title to display it.

June 2016 SAGE Maintenance Release

General Updates

Grant Runner: PHS Assignment Request Form

The new PHS Assignment Request Form, introduced with the Forms-D changes, is now available in Grant Runner. This new form will be available to all applications in progress as well as new Grant Runner applications where applicable.

SAGE Budget: Update to Tuition Inflation Rate Default Value

The default tuition inflation rate in SAGE Budget has been changed from 10% to 3%, to provide a more realistic figure and reduce the need for manual overwrites.

FIDS: Suppress annual SFI disclosure overdue email

At the request of the Office of Research, the third and final reminder email sent to investigators that have not submitted an SFI disclosures for 365 days will no longer be sent. This final email cc’ed all related principal investigators which caused confusion/frustration.


Error with Attaching Budgets to an eGC1

An issue was resolved which was causing an error when users were attempting to connect SAGE Budgets to an eGC1 under a certain set of circumstances.

Investigator status reverting to Yes on Connect of Budget

An issue was resolved which was causing the investigator flag on the eGC1 personnel list to revert to YES when a user connected a SAGE Budget to an eGC1.

Personnel role selection changes and investigator flags

An issue is resolved which was occurring when a user changed the role type on personnel from one where Investigator status was automatically defaulted to YES (such as PI or Co-PI), to a role where they should be able to designate YES or NO (such as Mentor). The system was not displaying the YES/NO option in these cases until the screen was refreshed. It will now display the correct investigator options in real time.

Object Code 38 (Unallocated) costs in SAGE Budget not itemized in NIH export

An issue has been resolved so that costs in object code 38 (Unallocated) will now be itemized under Other Direct Costs in the SAGE Budget Excel export that matches the NIH Detailed Budget form format.