This feature is available for Modular, Detailed, and Subaward budgets on a Grant Runner eGC1.
Once you have entered one new period on your budget, the next time you click the Add New Budget Period button, you will have to option to copy the prior existing period.
The reference in the dialog Note to “subtotals related to attachments” applies to just the Detailed and Subaward budgets.
The Start and End Dates for the period created by copying will default to the same dates as a new, non-copied period. The start date will be one day after the previous period’s end date, and the end date will be one year after the start date.
For example, if the period you are copying has the dates July 1, 2023 to June 30, 2024, then the newly created period will have the dates July 1, 2024 to June 30, 2025.
This section of the budget form initially displays as a collapsed accordion section.
Click on either the text or the chevron (“V”) to expand this section. The system calculates all of the budget totals displayed in this section. Therefore, they display in read-only mode.
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.
Overview
A newly selected Detailed or Subaward Budget will not have any existing periods. You will need to add periods to the budget and then manually enter in the appropriate values for your budget.
For Subaward budgets, you also have the option of importing data from a Grants.gov PDF subaward form.
On a new budget, there are no existing periods, so the page will indicate “No items exist” and provide a button to create periods. To begin adding budget periods, select the Add New Budget Period button.
The page will refresh and display a period summary table with headings and a row of data for the new budget period. Below the heading, the Budget Period Start and End Dates display at the top of the details section. Links to Expand All / Collapse All will appear above the heading row that can be used to fully display (or fully collapse) the accordion sections on the page.
The summary data for each period includes its Start and End Dates and major totals.
To the right of the totals, if there are any errors in the data for the period, the error icon (red circle with white exclamation point) will appear (see eGC1 and Grant Runner Errors and Warnings Summary for additional details). Next is a Collapse link which will close the detailed part of the budget period leaving just the summary row displayed.
When collapsed, a link to Expand will appear in the row. Finally, the summary row includes a Delete link which will entirely remove the budget period.
Budget Period Data
The first data fields within the Budget Period are the Budget Period Start and End Dates. The system will provide initial values for these fields based on the application start date and the assumption of a one-year period. The fields are editable if these assumptions do not fit your budget.
For full details on entering Personnel and completing other sections of the budget period, please view those help pages, linked below:
Budget Personnel which covers sections A: Senior/Key Persons and B: Other Personnel.
Download Alert: If you are trying to download the subaward form when using Chrome, you may get what appears to be an error page. See the steps for Chrome below for instructions.
Whenever the RR Detailed Budget is available for use, the RR Subaward Budget will appear in the Optional section on the navigation menu.
Note: You can only use the Subaward Budget with the Detailed Budget, not with the Modular Budget.
Subaward Budget Summary Page
When you first open the Subaward Budget, you will see the Summary page. Once you add subawards, they will display here in a summarized form. You can open each subaward to display its budget details. You can add up to 30 subawards. If you are submitting an application with more than 30, you should convert the remaining budgets to PDF and include them as part of your Budget Justification attachment.
Be sure to carry the subaward totals over to the RR Detailed Budget form, into section F: Direct Costs. If you have connected a SAGE Budget to your application, the “sync” process will take care of this.
On a new Subaward form, you have the option of adding a subaward by manually entering the data or by importing a budget.
Note: you can only import a budget that uses the Grants.gov subaward PDF form.
Create a New Subaward
When you click the Create New Subaward Budget button, the page will refresh to display the Subaward Budget Detail page on which you will manually enter your budget data.
At the right side of the page, you’ll see the “Show Form Errors” link and the Save and Print Page icons. Below is the Return to Subaward Budget Summary button which moves you from the Detail page back to the Summary page.
Subaward Budget Details Page
The Subaward Budget form, like the Detailed Budget form, includes four main sections. This help page covers the Project Information section, which differs from that of the Detailed Budget. For details on the other sections, click the links below.
This section is where you enter basic information about the organization.
Field
Description
Organization Name
Enter the name of the subaward organization. This value will display on the Subaward Budget Summary page in the summary row for the organization.
Organizational UEI
Enter the organization’s Unique Entity Identifier (UEI). This UEI cannot be the same as the applicant organizational UEI listed on the SF424 form.
Cognizant Federal Agency POC
Enter the Point of Contact information for this subaward. This information is not required.
Budget Type
For a subaward Budget, this is set by the system to Subaward/Consortium.
Project Start and End Dates
This information is copied from the eGC1 Details page. You can change the values there as noted in the “i” instructions.
Import a Subaward Budget
Download Blank Budget Form
From the summary page, you can download a blank budget form to share with subrecipients. Once the pdf form is completed, you can then import the data into your GR application.
Note: you can only import a budget that uses the Grants.gov subaward PDF form. To be sure you are using the correct version of the form, use the link on the page.
Known issue with Chrome: When you click the “Download Blank Budget Form” link, a page displays that refers to the version of Adobe Acrobat being used, and the file is not immediately downloaded. Look for the standard download icon on the upper, right corner of the page. Move your mouse to that area if the icon is not visible. Once you use the download icon, the file will be downloaded as usual.
Import the completed form
When you click on the Import a Subaward Budget button, the attachment dialog will display.
Enter a description and browse for the file you want to import. (The description will not display on the subaward budget page.)
The system will import the data from the PDF and display the Subaward Details page with the data filled in. The budget periods will display as collapsed initially. However, the error icon (red circle with white exclamation point) will display next to a subaward’s Expand link if there is any missing required data in any of the periods.
Possible Common Import Error
In Section A (Senior/Key Persons), if the Personnel Role you entered on the Grants.gov form does not exactly match one of the choices in the drop-down menu, the system will not import that value.
Once you complete the import, you may edit any of the data values as needed.
Budget Form Note: Currently, Grant Runner only supports the 5-year version of the RR Detailed Budget form.
Budget Sync Feature 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.
Rounding Note: Because NIH wants the budget data in whole dollars, we recommend you select rounding to whole dollars. If you don’t, you may see a very slight difference in some values.
The information on this page covers an application without a connected SAGE Budget.
Overview
The RR Detailed Budget can include up to 5 budget periods. Depending on the Grants.gov Opportunity ID chosen, the detailed budget may appear in the Mandatory Grant Runner Forms section of the left navigation menu or in the Optional Grant Runner Forms section. For some opportunities, both the RR Detailed Budget and the PHS398 Modular Budget form may appear in the Optional section on the navigation menu.
Be sure you fill in the appropriate form for your opportunity according to the sponsor instructions. You may only include one budget form (modular or detailed) for a given submission to Grants.gov. SAGE will give you an error message if you attempt to complete an application that contains both budget forms.
The Detailed Budget form includes four major sections:
Project Information
Budget Periods
Budget Justification Attachment
Cumulative Budget
This article covers the Project Information section.
For details on the other sections, click the links below.
A few minor corrections were needed for some of the validation messages.
The error message associated with the Congressional District on the Performance Sites form was not fully displayed in the summary of error list at the top of the form.
A pop-over message was inadvertantly showing when it should not have been for item 10 on the Research Plan form.
Error messages associated with the attachments for the Other Project Information form were not clearing after the errors were resolved until the form was refreshed.
Grant Runner Read-Only View Display Issue
The income budget periods section of the Cover Page Supplement form was inadvertently being hidden in the read-only view.
Grant Runner Conditional Attachment Issue
On the Grant Runner Research Plan form, when the Application Type changed from Resubmission to New, and the user had already uploaded the Introduction to Application attachment, that attachment was appearing in the submission even though it was no longer required due to the type change. This scenario is unlikely to occur much if at all, but the fix assures that the conditionally-required attachment will not be submitted if the application type changes to one where this attachment is not applicable.
On the eGC1 Abstract & RFA/RFP page, the RFA/RFP Number, Funding Announcement Title, and Funding Announcement URL will now be required. For Grant Runner applications, the URL will be defaulted, but users can edit as necessary.
Grant Runner Design Enhancements
Grant Runner Accordions for Section Breaks
Expandable accordions have been implemented, to allow users to see a more streamlined view of the form data. They are primarily used:
When a section of data is read-only, standard information that the user does not need to pay as much attention to. The SF 424 organization information is an example.
Where users might want to see a summary view of larger collections of data within a form. Modular Budget, Key Persons Expanded, and Performance Sites forms are examples of forms where summary data is presented in accordions, with ability to expand to view more details.
Wherever accordions are used, users will also see an “expand all/collapse all” link for quick “open/close” of accordions.
For SPAERC views, all accordions will be open by default, per OSP’s request.
Grant Runner Validation Changes
Across the entire Grant Runner form set, validation improvements have been made to add clarity and provide a better user experience. Updates include:
Required fields with missing data will be highlighted with a red border, for easy identification
Additional popover help text will display as the user is moving through fields, to guide users with detail of errors or omissions needing to be fixed before completion.
A “Show Form Errors” feature link was added at the top of each form, to allow users to see all remaining errors on a given form at one time, with the guiding popover help text.
The “Show Form Errors” feature will also display a summary list at the top of the form of all errors/omissions found.
Where errors are found within an expandable accordion section, the user will see a red icon (exclamation point) to indicate an error that might at times be hidden from their view.
This release also incorporates more of the NIH-specific requirements that exceed Grants.gov requirements, for a more comprehensive list of errors that are expected to cause problems on submission. Note that there is still work to be done to more fully incorporate NIH requirements, especially those that are activity type-specific. Future releases will be targeted for continued work in NIH requirements and error identification.
On a final note, users will continue to be able to see the entire list of errors across all forms, using the ‘Check for Form Package Errors’ link on the left navigation menu.
Grant Runner Infrastructure Improvements
The Grant Runner section of SAGE has been updated to a more modern infrastructure. This will allow ORIS to more easily maintain and support the forms, and offers opportunities to improve the speed by which new forms can be incorporated into the system. This applies to only those applications using Form Set C.
Grant Runner: Key Person Expanded Update
The Key Persons Expanded form incorporates the new expandable accordion, which allows the user to see a high level summary of the persons included, while expanding to see each person’s full detail.
This form will also now default the zip code (based on the box number) for the PD/PI and for any other persons added through use of the UW Directory “person lookup” feature.
Grant Runner: Modular Budget Updates
The Modular Budget form includes the new accordion feature which displays summary information for each budget period when closed, and exposes full period detail when expanded.
Additional updates to this page include:
Validation of budget start and end dates against project start and end dates, to alert users when budget periods fall outside of the project period range.
Validation of period start and end dates to assure they do not overlap with a prior period.
Grant Runner: Other Project Information Updates
The Other Project Information page will now hide from the user’s view any questions that are not applicable, because they are conditioned upon another question’s yes/no answer. This is to reduce confusion over when questions are expected to be answered.
Grant Runner: Performance Site Updates
The Performance Sites form incorporates the new expandable accordion, which allows the user to see a high level summary of the sites included, while expanding to see each site’s full detail. The user will also be provided with better help text for the congressional district field.
Grant Runner: PHS 398 Research Plan Updates
The Introduction to Application attachment (item 1) will only display when the eGC1 Application Type is a Resubmission or Revision. This is to reduce confusion over when the attachment is to be used.
Grant Runner: SF 424 Updates
The SF 424 form incorporates some new design elements to provide a more streamlined user experience.
Expandable accordions are used to initially hide from view the details of the standard read-only organization information on this form, so that users can more easily focus on the required entry fields.
Sections are re-ordered slightly, to make for a more intuitive, logical flow.
Additional enhancements/updates to this form include:
The “Total Federal Funds Requested” field will be defaulted based on the modular budget totals, to keep these numbers in sync
The “Total Federal and Non-Federal Funds” field will now be auto-calculated
Added informational text to read-only fields that are editable in the main eGC1 sections (e.g. Application Details, PI information)
Various UW contact ZIP Codes will now be defaulted, based on the box number provided in the address
Fixed a bug related to the length of the opportunity title
Fixed a bug related to CFDA number not displaying
Grant Runner: Wizard Detail Manager Eliminated
User feedback indicated that the Wizard Detail Manager feature of Grant Runner was confusing and an additional burden to users, since the information editable through that section was data the users were accustomed to editing elsewhere for standard eGC1s. This feature will be removed from Grant Runner, and the affected data will be editable in the eGC1 instead.
Application title, start and end dates, application type, and organization code are editable on the Details page.
PI Details are editable on the PI and Personnel page.
Opportunity information is incorporated on the Abstract & RFA/RFP page.
If the planned research activities will involve human subjects at any time during the proposed project at any performance site, click Yes. Otherwise, click No.
Note: If you answer Yes to the Human Subjects and then later change it to No, a warning message will display. The message says “Warning: Changing value from Yes to No will delete all the information in the Human Subjects and Clinical trial Information Form. Click OK to continue?” When you can click OK, the Human Subjects and Clinical Trial form will switch to the short version, and any data you entered will be cleared. When you click Cancel, no changes will occur.
If you answered Yes, an additional question (described below) and the Human Subject Assurance Number will display.
Is the Project Exempt from Federal Regulations?
Select Yes or No, as appropriate.
If Yes, indicate one or more applicable Exemption Numbers (E1 – E8). See the Code of Federal Regulationsfor more details.
If No, the IRB review question will display.
Is the IRB review Pending?
If the Institutional Review Board (IRB) review is pending, click Yes. Otherwise, click No and use the IRB Approval Date field to enter the latest IRB approval date.
Human Subject Assurance Number
This value displays you selected Yes for the “Are Human Subject Involved?” question. The Assurance Number is pre-populated with the University of Washington institutional number (00006878) for all applications.
2. Vertebrate Animals
Note: The generation of custom antibodies constitutes an activity involving vertebrate animals.
Are Vertebrate Animals Used?
If you have planned activities involving vertebrate animals at any time during the proposed project at any performance site, click Yes. Otherwise, click No.
If you answered Yes, an additional question (described below) and the Animal WelfareAssurance Number will display.
Is the IACUC review Pending?
Because the Office of Animal Welfare will not review this application during the submission process, always click Yes.
Animal Welfare Assurance Number
This value displays if you selected Yes for the “Are Vertebrate Animals Used?” question. The Assurance Number is pre-populated with the University of Washington institutional number (A36464-01) for all applications.
3. Proprietary Information
Is proprietary/privileged information included in the application?
Only include information such as patentable ideas, trade secrets, privileged or confidential commercial or financial information, the disclosure of which may harm the applicant, in applications when it is necessary to convey an understanding of the proposed project.
If the application includes such information, check Yes.
4. Environmental Impact
Does this project have an Actual or Potential Impact – positive or negative – on the environment?
If you click Yes, provide an explanation and answer the additional question.
Note: Unless a specific Funding Opportunity Announcement (FOA) indicates that the National Environmental Policy Act (NEPA) applies, applicants should click No.
Environmental Impact Explanation
This information is required if you answered Yes to the initial question.
If this project has an actual or potential impact on the environment, has an exemption been authorized or an environmental assessment (EA) or environmental impact statement (EIS) been performed?
If you click Yes, provide an explanation for the exemption.
Environmental Exemption Explanation
This information is required if you answered Yes to the previous question.
5. Historic Designation
Is the research performance site designated, or eligible to be designated as a historic place?
If true, click Yes. Otherwise, click No.
Historic Designation Explanation
This information is required if you answered Yes to the previous question.
6. International Activities
Does this project involve activities outside the U.S. or partnership with International Collaborators?
If true, click Yes. Otherwise, click No.
Note: Applicants to NIH and other PHS agencies must click Yes if the applicant organization is a foreign institution or if the project includes a foreign component. For a definition of a foreign component, see the “Definitions” section of the NIH Supplemental Instructions Part III: Policies, Assurances, Definitions, and Other Information.
Identify Countries
List the countries involved.
Optional Explanation
Provide any additional information you feel is appropriate.
Attachments
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.
7. Project Summary/Abstract
This must contain a summary of the proposed activity suitable for dissemination to the public. It should be a self-contained description of the project and should contain a statement of objectives and the methods to be employed. It should be informative to other persons working in the same or related fields and insofar as possible understandable to a scientifically or technically literate lay reader. This Summary must not include any proprietary/confidential information.
8. Project Narrative
For NIH and other PHS agencies applications, using no more than two or three sentences, describe the relevance of this research to public health. In this section, be succinct and use plain language that a general, lay audience can understand.
9. Bibliography/References Cited
Provide a bibliography of any references cited in the Project Narrative. You must complete this section for submissions to NIH and other PHS agencies unless the FOA states otherwise.
10. Facilities & Other Resources
This information is used to assess the capability of the organizational resources available to perform the effort proposed. Identify the facilities you expect to use (Laboratory, Animal, Computer, Office, Clinical and Other). You must complete this section for submissions to NIH and other PHS agencies unless the FOA states otherwise. You do not need to use any special form as the attachment.
11. Equipment
List major items of equipment already available for this project and, if appropriate, identify location and pertinent capabilities.
12. Other Attachments
Attach a file only to provide any other project information not provided above or in accordance with the announcement and/or agency-specific instruction.
This form page is for listing all sites, up to a total of 300 sites.
Primary Project/Performance Site
Identifier (UEI) is editable so you can modify it if necessary. Check with your OSP administrator before changing this data.
The congressional district for Seattle and Bothell campuses (WA-007) is pre-populated. If the application or project is not being completed in King County, then you should update this value when the application is prepared.
Other Sites
Use this section to include additional performance sites. Start by clicking on the Add New Other Sites button. In the expanded accordion, enter the appropriate information.
The following fields are editable:
Organization Name (required)
Street 1 (required)
Street 2
City (required)
County / Parish
Country (required)
State (required) if the Country is the United States; Province otherwise
ZIP / Postal Code (required if the Country is the United States)
Congressional District (required)
Congressional District Notes
For Seattle and Bothell campuses the value is WA-007. If the applicant or project is not being completed in King County, then update this data accordingly.
Other valid values are a state abbreviation plus “ALL” (such as WA-ALL) or “US-ALL”.
If you select a country other than the United States, the system will change the value to 00-000 (zero, not the letter O) and make it read-only. This is to follow NIH requirements.
You can click the Collapse link at any time to close the accordion.
Each site you have added will display in a table on the page, with a few pieces of data to easily identify it.
To Make Changes: Click on the Expand link to review or make changes to the data entered.
To Remove a Site: Use the Delete link to remove the site from the list.
Maximum Number of Sites
Currently, the maximum number of sites (primary plus other) is 300. If you have entered that many, and need to document more, you can use the section at the bottom of the page that displays once you reach the maximum. Click the Add Attachment link to upload an attachment listing the additional locations. For general attachment information, see eGC1 and Grant Runner Attachments.
This article covers the Project Information section.
