Announcement
To conform to NIH requirements, the names of many subawardees ("subcontractors") have been changed in InfoEd. Before adding a subawardee to your proposal, check here to see if its name has been changed.

Instructions for Creating an InfoEd Application

When you create an application in InfoEd, you will fill out a blank application with information about your project. The blank application is called a "Template." The template is customized for each type of application.

When using InfoEd, the first step is to create the blank template. The first part of these instructions, Creating the Template, covers this process.

After you have created the correct template, you will upload and enter information about your project into the template. That is covered in the second part of these instructions, Filling Out Your Application.

Each of the instructions on this page will open in a separate window. They are in Adobe Acrobat format, so you will need the Acrobat Reader to read them (standard on all Mount Sinai computers).
 

Creating the Template

Use these instructions to help you create the correct blank template.

System-to-System (S2S) Applications, Going to grants.gov

If the application is a... ...and your project is sponsored by one of these agencies... ...then use this set of instructions. Some Examples of Your Situation Comments
  • New,
    or
  • Competitive Renewal, or
  • Resubmission,
    or
  • Resubmission of a Competitive Renewal, or
  • Transfer
  • NIH,
  • DOD
  • AHRQ
  • HRSA, or
  • any other Federal Agency ( except the NSF)
Creating a New System-to-System Application
  • New NIH R01
  • Resubmission K23
  • New NIH F32
  • Competitive Renewal NIH T32
  • New DOD grant
For NSF grants, GCO encourages the use of Fastlane. For NASA grants, GCO encourages the use of NSPIRES. Then, the PI would create a non-system-to-system application in InfoEd.

For a transfer application, the PI should check with a GCO Grants Specialist to determine whether the transfer is system-to-system or non-system-to-system.
  • Supplement that is new or resubmitted,
    and
  • the parent award is a Single Project (not a multi-project grant)
  • NIH
  • DOD
  • AHRQ
  • HRSA, or
  • any other Federal Agency
Creating a System-to-System Supplement
  • NIH Diversity Supplement  (via grants.gov)
  • AHRQ Minority Supplement
If the parent award is a multi-project grants, you must submit a paper application as per NIH instructions.  This would be non-system-to-system.  

GCO encourages the use of Fastlane for NSF grants. This would be non-system-to-system. 
 
For supplements in general, in future years, GCO may require NCC/NCE/FR applications.  Please contact the GCO with any questions.

Non-System-to-System Applications

If the application is a... ...and your project is sponsored by one of these agencies... ...then use this set of instructions. Some Examples of Your Situation Comments
  • Unfunded study,
    or,
  • New, Competitive Renewal, or Resubmission, to any non-NIH funding agency,
    or,
  • Resubmission of a Competitive Renewal,
    or,
  • it's a Contract (even if the sponsor would normally be system-to-system)
  • It's unfunded,
  • Any Non-Federal Agency,
  • National Science Foundation,
  • it's a Contract, no matter whom the sponsor (even if it's NIH),
  • it's a Subaward
Creating a New Non-System-to-System Application
  • New Unfunded Study
  • New DARPA Contract
  • New NSF Grant (via FastLane),
  • Resubmission Subaward from NYU sponsored by NIH
  • New NYSDOH grant
  • New ACS Grant
  • New Pfizer Clinical Trial
For a transfer application, the PI should check with a GCO Grants Specialist to determine whether the transfer should be submitted system-to-system or non-system-to-system.
 
If this is a non-competing continuation subaward, and this is the first year the project is active at Mount Sinai, follow these instructions.
  • a New Supplement for a grant or contract,
    or,
  • a Resubmitted Supplement for a grant or contract
  • Any funding agency
  • it's a Subaward
Creating a Non-System-to-System Supplement
  • New NIH Diversity Supplement  (non-system-to-system via eRA Commons)
  • New Simons Foundation Supplement
  • New Supplement to a Subaward sponsored by NYU and ISMMS is newly included on the award (P)
 
  • Multi-project application or subaward
    and is one of these:
  • New
  • Competitive Renewal
  • Resubmission
  • Resubmission of a Competitive Renewal
  • Transfer
  • Any funding agency
Creating a New Non-System-to-System Application
and then refer to
Filling Out a Program Project Application
  • New NIH P50
  • New SFARI Foundation Program Project Grant
  • New P01 NYU Subaward where Mount Sinai has several projects and a core
 
While answering questions on the Setup Questions page, indicate that this application contains subprojects.
  • a non-competitive renewal, no-cost extension, or
    final report,
    or
  • a supplement that is a non-competitive renewal, no-cost extension, or
    final report
  • It's unfunded,
  • Any funding agency,
  • it's a Subaward
Creating a No-cost Extension, Non-competing Continuation, or Final Report that is Not System-to-System
  • Continuation of unfunded study
  • NIH R21 RPPR
  • NIH No-cost Extension Request
  • Alzheimer's Association Non-competitive Continuation
  • Pfizer Clinical Trial Yearly Renewal
  • CALGB Yearly Renewal
  • Non-competitive Application for Simons Foundation Supplement
If this is a multi-project application, then while answering questions on the Setup Questions page, indicate that this application contains subprojects.

Filling Out the Application

The blank template that you created will be comprised of several tabs. Each of these tabs must be filled in and marked complete. Use these instructions to do that. Your application might not use all of the tabs below. Just click to access the instructions that you need for the tabs that are part of your application.

The Personnel Tab

Below are instructions for adding various types of personnel to your application. If you try to add a personnel or subcontractor to your application and discover that they are not on the list of available personnel/subcontractors, ask us to add them. Click the Open New Ticket link at the top of this page, and submit a support ticket for new InfoEd personnel or new InfoEd subcontractor.
Adding Personnel to an S2S Application
How to add personnel to a system-to-system application.
Adding Personnel to a non-S2S Application
How to add personnel to a non-system-to-system application.
Adding a Subcontractor to an S2S Application
How to add a subcontractor to a system-to-system application.
Adding a Subcontractor to a non-S2S Application
How to add a subcontractor to a non-system-to-system application.
Adding a Consultant
Actually, consultants are not added to the Personnel tab. They are added to the Budget as line items. But so many users try to add consultants to the Personnel tab, that we have put the instructions for adding a consultant in this section. Please read before adding a consultant!
Removing Personnel
For most personnel, you will need to remove them from both the Personnel and Budget tabs. These instructions show you how.

The Budget Tab

Under the Budget tab, you will find several sub-tabs: Line Items, F&A, and possibly others depending upon the type of application. If your project is unfunded, a clinical trial, or has per-patient reimbursement, your InfoEd application will not have a budget tab.
Completing the Budget Line Item for a Personnel
Under the Personnel tab, you added personnel to your application. In this process, you will enter their salary and effort.
Completing the F&A, Cost Sharing, and Justifications Sub-tabs for an S2S Application
InfoEd calculates F&A (overhead) based upon predefined schemes. If you think that your application requires custom F&A calculations, or if it uses cost sharing, contact the GCO first!
Completing the F&A, Cost Sharing, and Justifications Sub-tabs for a non-S2S Application
For a non-S2S application, you might not see all of these sub-tabs.
Adding Non-personnel Expenses
Supplies, publication expenses, travel, and other non-personnel expenses are covered in these instructions.
InfoEd Items Excluded from Overhead
When you create a federal sponsored project budget in InfoEd, for some types of items, overhead is not applied.

Other Tabs

The Personnel and Budget tabs are the most complex, so they get their own sections. The others tabs are relatively simple, so we put their instructions together in this section. Remember, your application might not include all of these tabs!
Cover Memo Tab
Your application might have a cover memo.
SF424 Tab
If you are submitting a system-to-system application, this tab will be on your application.
Other Project Information Tab
This tab takes only a few clicks to complete.
Performance Sites Tab
You probably won't need to change anything on this tab. But, if you remove or change a site, or a subcontractor, check these instructions to be sure!
Brief Lay Summary Tab
Here is where you will upload the lay summary for your project.
Project Narrative Tab
Here is where you will upload the project narrative for your project.
References Cited Tab
Here is where you will upload the list of references cited in your project's research section.
Resources Tab
Here is where you will upload a description of the resources available to your project.
Classification Codes Tab
The classification code helps Mount Sinai to report what kind of research we are conducting, as an institution.
Other Attachments Tab
Everyone needs a "miscellaneous" folder, right? This is where you will put your application's miscellaneous items.
PHS 398 Tabs
These are just for S2S applications. They are the PHS 398 Checklist, the PHS 398 Cover Page, and the PHS 398 Research tab.
The Approvals Tab
You don't even need special instructions for this tab. Just mark it complete and move on!
Internal Documents Tab
This is where you will add and complete the GCO e-Form. Also, where you will attach any documents that are for internal review.
Progress Report Tab
If you're creating a progress report (noncompetitive continuation), you might see this tab in your application.
Finalizing and Submitting Your Application
How to finalize and submit your application for Departmental and/or GCO approval.

Additional Information

InfoEd Routing List
When you submit an application in InfoEd, the system routes that application to the appropriate signatories in each department involved. This spreadsheet shows you who the signatories are, for each department in Mount Sinai.
InfoEd Class Presentation
To be used only if training requirement has been met

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