University of Connecticut University of UC Title Fallback Connecticut

REP InfoEd Instructions

Research Excellence Program, Storrs (REP – Storrs)

Proposal Submission Instructions for Storrs and Regional Campuses

Please see below for our new, updated InfoEd Instructions. Proposal Submission is open as of 12/13/2016

InfoEd Instructions (Netid and Password required. If you have not activated or forgotten your NetID, you can retrieve it at https://netid.uconn.edu/)

REP Submission Deadline: 1/13/2017

Preparation for uploading REP proposal to InfoEd Each component of the full proposal package (as per Part 2. Proposal Package Preparation) should be combined into the following (word or pdf) documents.  Numbers in parentheses indicate the section in the proposal package guidelines for each item.Please make sure you review the REP Proposal Package and Budget Prep guidelines before submitting.  Revisions have been posted as of 12/9/16. Please make sure you are using the new budget template spreadsheet for 2017 REP

  1. Cover Page. Include REP Cover Page information and Proposal Abstract. (1.1-1.8)
  2. Project Plan. Include project plan, 3-5 page maximum. (2.1-2.5)
  3. Personnel.
    • Each PI/Co-PI’s CV will need to be uploaded individually. Please prepare each as separate documents. (6.0)
    • Each PI/Co-PI’s Current/Pending support documents will need to be uploaded individually. Please prepare each as separate documents. (4.0)
  4. Budget and Other Attachments. Year 1 Budget spreadsheet, additional budget year spreadsheets (if applicable), (3.0) Future Funding/Activities statement (5.0), other appendices if necessary (7.0) NOTE: any compliance approval/documents should be submitted as appendices.

InfoEd Instructions – https://www.infoed.uconn.edu/

Important:

  • If you close out of the InfoEd system at any step, please be sure to Save your work prior to exiting. You can save and return to your proposal to make changes or edits. However, once you submit your proposal for routing, no changes or additions can be made through the InfoEd system. In addition, your proposal is not finalized until you submit it. If changes or additions are necessary, please contact Matt Mroz at research@uconn.edu.
  • Once your proposal is uploaded in InfoEd, it must be routed, in most cases, to your department head. In some schools/colleges, proposals may also need to be routed to the dean for approval.  See your department head/college grant administrator to confirm routing requirements for your area.
  • Please allow sufficient time for routing your proposal through InfoEd to ensure that it is submitted to the Office of the Vice President for Research by the due date, which is January 13, 2017.

Left menu (blue boxes). Select:

  • My Proposals
  • Create New Proposal
  1. New Proposal Questionnaire
  2. Step 0 If you are not the PI on this proposal:

    • Click Change PI
    • Select Locate PI
    • Use drop down arrow and scroll down to PI
    • Click Select

    Step 1 – Select:

    • Create New Proposal
      • Click Continue to Next Step
    • Select Setup Proposal Manually from the drop down list
      • Click Continue to Next Step

    Step 2Select Proposal Type

    • Select New
    • Click Continue to Next Step

    Step 3Select a Sponsor

    • Type in “Vice President…” and it will automatically pop up
    • Select, University of Connecticut, Vice President for Research
    • Click Continue to Next Step

     Step 4“Tracking” Number of “Proposal” Number

    • No need to do anything –proposal will be automatically numbered

    Step 5Enter the Proposal Title

    • Click Continue to Next Step

    Step 6What are the project start and end dates?

    • Enter: 5/1/2017 to 4/30/2018, unless requesting multi-year budget (rare exception)
    • Click Continue to Next Step

    Step 7 How many years and/or budget periods would you like?

    • Select 1, unless requesting multi-year budget (rare exception)
    • Click Continue to Next Step
    • Is all of the above information correct? If yes, click create proposal

    Step 8Setup Questions

    General Proposal Properties

    • Please check Yes or No if your proposal involves Human Subjects and/or Laboratory Animals
    • If the academic department listed under Associated Departments will not manage the grant award, please click Add to select the department:
    • Select department
    • Scroll up to click select (right hand corner)
    • Select department that is managing award by marking as prime

    Additional Questions

    Routing

    • If you are an administrator submitting for a PI, please check appropriate box in bottom left hand corner.
    • Click Save
    • If you get a message about cost sharing sources – Select OK – this is not relevant to the REP.
    • Check Completed box in upper right corner
    • Ok to save changes
  3. Click Cover Page/Abstract (left blue box) Upload REP Cover Page with abstract (one document).
    • Select the Choose file button on the right (Upload Cover Page/Abstract) to locate
      document for upload.
    • Once selected, click upload button next to Choose file
    • Check Completed box in upper right corner
  4. Click Project Plan (left blue box) Upload Project Plan: 3-5 page limit
    • Select the Choose file button on the right (Upload Project Narrative) to locate
      document for upload
    • Once selected, click upload button next to Choose file
    • Check Completed box in upper right corner
  5. Click Budget and Other Attachments (left blue box)
  6. Budget and other attachments should include the following:  budget, existing
    extramural/intramural support, and future funding.  You may upload as a single document or separately. Please make sure you are using the new budget template.

    • Select the Choose file button on the right
      (Upload Other Attachment) to locate document for upload.
    • Once selected, click upload button next to Choose file.
    • Repeat as necessary for each document you wish to include in this section.
    • If uploading multiple documents, use the Sequence box to indicate the order (1, 2, 3, etc.) the files should appear in the final document.  Please follow these guidelines: Budget documents first, Future Funding next, other appendices last.  Click “Save” in upper left after entering sequence.
    • Check Completed box in upper right hand corner.)
  7. Click Personnel (left blue box) – PI/Co-PI info and CVs
    • Adding Key Personnel
      • Proposal Element should be set to Prime
      • Personnel Type should be set to Key
      • Type last name of second team member – list of matches should populate below
      • Select team member from list
      • Verify that Role is set to Co-PI/PI
      • Click Add
      • Repeat with any additional PIs on your team.
    • Next, CV/Biosketches for all PI-level team members need to be uploaded.
      • Click the curving arrow icon under CV/Biosketch for the first team member
      • Click Choose file to locate document for upload
      • Once Selected, click the upload button
      • Repeat for each team member listed
    • Lastly, Current/Pending Support documentation for all PI-level team members need to be uploaded.
      • Click the curving arrow icon under Current/Pending Support for the first team member.
      • Click Choose file to locate document for upload.
      • Once Selected, click the upload button
      • Repeat for each team member listed
    • Once all files are uploaded (you’ll see a PDF icon under each section next to each name), check Completed box in upper right hand corner.
  8. NOTE: If you see a red question mark in the Conflict of Interest (COI) column for any of your team members, it signifies that a COI disclosure form has not yet been filed.  We strongly encourage all applicants to file COI disclosures as soon as possible, as they will be required before awards can be finalized.

  9. Click Finalize: Submit for Review (left blue box)
    • Assemble Application – Sequence of documents should be as follows:
      • Abstract
      • Project Plan
      • Budget and Other Attachments
      • Personnel
    • If anything is out of sequence, you can reorder them using the number boxes, and then clicking Save
    • Click Build button (under Edit) once all the required components of the proposal have been completed.
    • Once document has been built, click the “edit” icon next to “Assembled Doc” to preview.
    • If anything looks wrong or out of order, you can rebuild and reorder (contact research@uconn.edu for assistance).
    • If everything looks correct, submit for Final Review (thumbs up)
    • Click OK

Important: Do not hit the Submit button until it has been routed to your department head for approval.  Also, remember that in some schools/colleges, proposals may also need to be routed to the dean for approval.  See your department head/college grant administrator to confirm routing requirements for your area.

  • Click Add New Person to Review Path
  • Select department head or appropriate designated authority to sign off
  • NOW Click the Submit button

Your proposal has been submitted correctly if you are able to see the routing path of your proposal.   If you do not, please contact Matt Mroz at research@uconn.edu or 860-486-6378 for assistance. Once your proposal has completed the routing path, you will receive a submission confirmation.

Updated: December 2016