PI Resources Quick Start

Resources and guidance, organized by the Research Project Lifecycle, to support your research at the UW.

Plan/Propose

• Step by Step Proposal Submission Quick Guide: Walk through administrative steps, tools and processes for the proposal submission process
• Funding Opportunities: Internal and external funding opportunities
• Limited Submissions: Grants, awards and fellowships that limit the number of applications coming from one institution
• Determining between a sponsored program, gift or service activity
• UW Approved Sponsored Research Agreement Template
• Proposal Development Resources: Project management tools for proposal development
  • Budget Development
  • Institutional Facts and Rates: Institutional codes, numbers, facts, & rates for UW research including items like Benefit Rates, Facilities & Administrative Rates, Contacts & Mailing Addresses, and more…
• Submitting Proposals: Routing proposals, overview of internal deadlines, what to expect from OSP review
  • When do I need an eGC1?
• System to Administer Grants Electronically (SAGE) Overview: instructions and guidance for using SAGE to prepare proposals
• Personnel: PI Eligibility is determined by schools and colleges
  • Who is considered an investigator and needs to disclose Significant Financial Interest
  • Subrecipient, Contractor/Vendor, Consultant?
• Current and Pending, or other Support
  • Foreign Interests in Sponsored Programs
• Review Compliance Information and Requirements for
  • Human Subjects Division Researcher Guide
  • Office of Animal Welfare
• Acquire your ORCID (Open Researcher & Contributor ID): unique researcher identifier
• Develop your required training plan and track progress using MyResearch Training Transcript. Your department administrator can assist you with planning and tracking.
  • Review Training Resources

Setup

• Agreement Considerations: Typical elements of a sponsored research agreement with the UW.
• Agreement Types: Information on a variety of agreement types, their purpose, and contact instructions. Includes Data Use Agreements, Confidentiality Agreements, and more…
• Data Management research guides: UW Libraries resources.
• Subawards:
  • Review considerations for subawards at the UW
  • Subrecipient, Contractor/Vendor, Consultant?
  • Subawards Checklist from Proposal to Closeout
• Information, Privacy and Security

Manage

• Award Changes: Provides guidance on managing programmatic changes, requesting prior approval, requesting no cost extensions,  and more…
• NEW! Financial Reporting Tools demos: KB Connect articles (require NetID login)
  • Post Award Dashboard demo
  • PI Dashboard in Workday demo
  • Tips and Tricks for Accessing Reports in Workday demo
•  Subawards
  • Manage Subawards
  • Subawards Checklist from Proposal to Closeout
• Information Privacy and Security
• Manage your Effort Reporting
• Publishing and Sharing Research Data: Library Guide of resources related to the many aspects of research data management. Data management encompasses the processes surrounding collecting, organizing, describing, sharing, and preserving data.

Closeout

• Lifecycle guidance for all stages of Closeout

Training and Training Resources

• Required Research Training: A dynamic resource to assist researchers and their teams in identifying Required Research Trainings
  • MyResearch Training Transcript (MRTT): Transcript of your required training completions and requirements
• Grants Management for Investigators (GMI): Required for PIs (faculty and non-faculty) no later than twelve months following submission of their first proposal, though recommended soon upon arrival at the UW
• Responsible Conduct of Research: Information regarding sponsor requirements, and University offerings, for Responsible Conduct of Research (RCR) Training.
• Introduction to Research Administration: Survey course designed to help individuals build a foundational body of knowledge within research administration at the UW
• Zipline: Help on using the Human Subjects Division’s e-IRB system, the portal for viewing and managing all of your IRB applications
• IRB 101 Online Tutorial: Covers the basics of human subjects research and provides important practical information about navigating the IRB process at UW

Compliance

• Foreign Interests in Sponsored Programs
  • Federal Research Security by Design
• Financial Conflict of Interest (FCOI): The FCOI Policy, Grants Information Memorandum (GIM) 10, establishes guidelines for disclosure of Significant Financial Interests and management of Financial Conflicts of Interests in research, sponsored programs, and technology transfer activities at the University.
• Export Controls
• Human Subjects Division
• Office of Animal Welfare
• Environmental Health and Safety
• Post Award Fiscal Compliance

Collaboration

• Shared Research Facilities and Resources
• Research Centers and Institutes