A. The Key Personnel (Required) of the project needs to be added to the proposal.
- Click Add Personnel to open the person search window.
A. Enter the name or username of the person to find the person you are looking for.
B.. Click Search.
A. Review search results and click the radio button at the end of the row and then click Continue.
A. With a selected person, Assign a role by clicking a radio button beside one of the selections: Principal Investigator or PI/Contact, PI/Multiple, Co-Investigator, or Key Person.
- Principal Investigator is selected by default for the initial search, and any subsequent search until that role is assigned.
- PI/Multiple will appear for proposals where the sponsor code has been maintained to the Multi-PI Sponsor Hierarchy.
- Co-Investigator (or PI/Multiple if maintained) is the default selection once a Principal Investigator is assigned.
- When Key Person is selected, the Key Person Role field will appear and must be maintained.
- Proposal Roles can be reassigned in the Details tab after proposal persons are added.
Click the Add Person button to complete this task.
Repeat this task for every key person on your project.
A. Key Person Certification Notification and Timestamp (Informative):
- Notify All: Click to send notifications to all proposal personnel.
- Notify {Person_Name}: Click to send notification to the individual.
Proposal personnel will receive an email notifying them that they need to complete their Key Person Certification. The link in the email will take them to a screen where they can answer the questions.
B. Key Person Certification (Required): Three questions form the certification. These question should be completed by the person it is for.
- Have you lobbied on behalf of this proposal or have been debarred or suspended from a federal agency?
- I certify that the information submitted is true and accurate.
- I certify that my Significant Financial Interest disclosure in the Conflict of Interest (COI) module is up-to-date.
C. Unit Details
- View and add/remove units associated with the individual. The unit(s) added here will show up in the Credit Allocation section and the Route Log for approval.
