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PI Change Instructions
Preparing a PI Change Request for SBIR/STTR Projects
From the FastLane Homepage (http://www.fastlane.nsf.gov);
select "Proposals, Awards, & Status" link (found on
the left hand-side of the web page).
- Enter your login information and press "Login"
(Last Name, SSN, and Password).
- The Principal Investigator (PI)/Co-Principal Investigator
(Co-PI) Management screen appears; select "Award and Reporting
Functions" option from the menu.
- The next screen provides Awards & Reporting Function
options. Select "Notifications and Requests" option.
- Select the appropriate award number from the drop
down list and click the Prepare New button.
- The Notifications and Requests screen appears for
the select award. This screen should at the top show your Award
Information. Scroll down to the Types of Grantee Request (Need NSF
Approval).
- The "Change of PI" screen will appear.
- Enter the SSN of PI in the box under the label “Proposed
SSN#” and then click Check button (Proposed PI must be FastLane
registered. The system will fill in the name of the PI for that
SSN).
- Once the PI’s name has been filled in the box,
the Biographical Skectch and Current & Pending Support sections
will become active. Upload the appropriate documents. Once the bios
and support documents have been uploaded, the justification section
will become active. Enter in the appropriate information.
- Click Save.
- After clicking Save, the buttons at the bottom of
the screen should become active allowing the following actions:
Modify Request; Delete Request; Cancel and Forward to SPO.
- Click Forward to SPO to submit to NSF.
- Prepare your justification based on the requirements
of the Grant Proposal Guide (GPG), below is the exert from the GPG:
- In the event the grantee desires to continue the
project with a substitute PI/PD, the Authorized Organizational Representative
should advise the NSF Program Officer of the substitute PI/PD's
name, qualifications, and current and pending support for research
from all sources. The recommended substitute PI/PD shall countersign
the notification letter to the NSF Program Officer from the Authorized
Organizational Representative nominating the substitute PI/PD. If
approved by NSF, the Grants Officer will amend the grant. If not
approved, NSF may take steps, pursuant to GPM 910, "Suspension
and Termination Procedures," to suspend or terminate the grant.
- Complete the following fields:
Proposed PI SSN: Type the Social Security Number
of the "new" PI. Click on the "Check PI" button
to verify the new PI SSN. If correct, the name appears.
Effective Date: Type the effective date in mm/dd/yyyy
format.
Justification for Request: Type (or cut and paste)
the reason for the Change of PI request.
Biographical Sketch File Location: Type in the name
and location of the file on the screen. If you do not know the location
of the file, click on the "Browse . . ." button. The "File
Upload" window appears. Click on the file to be uploaded to
select it and click on the "Open" button. The screen re-appears
with the filename and path. Click on the "Upload File"
button.
The "PDF Conversion/Compliance Check" screen appears.
When the upload is completed, the "File Successfully Converted/Checked"
screen appears. Click on the "Proofread PDF" button. A
new window appears with the converted PDF document.
After reviewing
this document for accuracy, close this window. The "Proofreading
Complete" screen appears. If this PDF document is not correct,
click on the "Cancel" button. If this PDF document is
correct, click on the "Save" button.
TO FORWARD CHANGE OF PI REQUEST FROM PI TO SRO
Click on the "Forward to SRO" to submit
the request. The "Change of PI Request Verification" screen
appears.
Click Forward To SPO again to confirm the action.
A message appears " F O R W A R D E D "
Forwarded Add Co-PI/Change of PI/Co-PI to SPO
Award #:XXXXXXX
<Date>
The Request for a Add Co-PI/Change of PI/Co-PI has
been successfully Forwarded to SPO.
Click on the "Search Prepared by PI List”
to return to the Notifications and Requests Screen.
LOGGING INTO FASTLANE SRO FUNCTIONS:
From the FastLane Homepage (http://www.fastlane.nsf.gov); select
"Research Administration" link (found on the left hand-side
of the web page).
SRO enters login information (i.e. Last Name, SSN,
Password, and select "Research Administration Functions radio
button); click on the "Login" button. The "Research
Administration" screen appears.
Select "Notifications and Requests ". (A
screen will appear with (3) tabs – Forwarded by PI, Prepared
by SPO and Submitted to NSF.
The forwarded-by PI tab automatically appears first.
On the lower portion of the screen should be a row of information
which begins with an award number, PI name, etc.
To review the request information, simply click on
any of the words in the row.
TO FORWARD CHANGE OF PI REQUEST FROM SRO TO
NSF
At the end of the row there will be Submit and Delete links. Click
Submit to send to NSF.
Click on the "Sign and Submit" button to
approve the change. The "Change of PI Request – Verification"
screen appears.
Click on the "Go Back Notifications and Requests"
button to return to the "Notifications and Requests" screen.
Final step is to email an updated milestone chart
to the NSF Program Manager.
If you have problems or questions contact
the FastLane Help Desk at 800-673-6188.
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