jonmatthis / 2022-nsf-pose-freemocap-proposal Goto Github PK

1. Letters of Collaboration (required)

A minimum of three and up to five letters of collaboration from third-party users or contributors of the open-source product are required. The letters of collaboration must be from current users or contributors (who are not directly related to the proposing team) of the open-source product that is the subject of the proposed OSE. Each letter writer should clearly describe how they have contributed and will continue to contribute to the development of OSE including the technical advancements enabled by these contributions and the value proposition associated with the product.

In addition to the above information, each letter of collaboration (not to exceed two pages) must contain the name of the letter writer, current affiliations, and relationship to the members of the proposing team.

System for Awards Management (SAM) and Dun and Bradstreet (D&B) DUNS numbers are required to submit the proposal. It basically requires at least Jon to register in three different systems. Any subrecipient of the grant also has to have the same registrations.

• register or check if you have a DUNS number for Jon (if there are others) https://www.irs.gov/pub/irs-utl/duns_num_guide.pdf
• • we (most likely Jon) has to actually make a phone call
• register all recipients and subrecipients in fastlane ( https://www.fastlane.nsf.gov/ )
• register in the System for Award Management (SAM) ( https://sam.gov/content/home )

The text below is copied over from this link: https://www.nsf.gov/pubs/policydocs/pappg22_1/pappg_1.jsp#IG2

2. Requirements Relating to Data Universal Numbering System (DUNS) Numbers and Registration in the System for Award Management (SAM)

Currently, proposers must provide a Dun and Bradstreet (D&B) DUNS number when applying for a new or renewal award. NSF requires that organizations registering to use NSF's electronic systems have a valid and active SAM registration and have a valid DUNS number. NSF will validate that each proposer's DUNS number and SAM registration are active and valid prior to allowing submission of a proposal to NSF. If a registration is not active, an organization will not be able to submit a proposal. Additionally, if the registration is not revalidated annually and is not valid, NSF will block any award approval actions.

Any subrecipients named in the proposal also are required to obtain a DUNS number and register in FastLane. Subrecipients named in the proposal, however, do not need to be registered in SAM. Per the Office of Management and Budget (OMB) and the General Services Administration (GSA), by April 1, 2022, the Federal government will stop using the DUNS number to uniquely identify entities registered in SAM. At that point, entities doing business with the Federal government will use a unique entity identifier (UEI) created in SAM.gov. NSF will be adopting and implementing this new UEI in compliance with OMB/GSA guidelines by April 1, 2022.

SAM is the primary registrant database for the U.S. Government. SAM collects, validates, stores, and disseminates data in support of agency acquisition missions, including Federal agency contract and assistance awards. This SAM registration must be maintained with current information at all times during which an organization has an active award or a proposal under consideration by NSF. Failure to comply with SAM registration requirement prior to proposal submission may impact the processing of the proposal. To register in SAM, go to: https://www.sam.gov/. Proposers are advised that entity registration will become active after three to five days when the Internal Revenue Service (IRS) validates the Tax ID Number.

Organizations are responsible for maintaining the accuracy of their information in SAM and utilizing SAM to submit government-wide representations and certifications. Prior to proposal submission, all proposing organizations are required to have reviewed and certified compliance with the government-wide financial assistance representations and certifications maintained in SAM. Failure to comply with SAM certification and registration requirements will impact the submission and processing of the proposal. If a registration is not active, an organization will not be able to submit a proposal, nor will NSF be able to take approval actions on any submitted proposals or recommended awards. Additionally, payments will not be able to be processed and approved.

Organizations also are responsible for updating all SAM registration information as it changes. Once an award is made, failure to maintain current and complete information within SAM will impact receipt of funding. To maintain an active status in SAM, an organization’s registration must be renewed and revalidated at least every 12 months from the date of the previous registration, including recertification of the government-wide financial assistance representations and certifications. If the registration is not renewed, it will expire. An expired registration will impact an organization’s ability to submit proposals and/or receive grant payments.

SAM is the NSF system of record for organizational information, including financial and address information. The Legal Business Name and Physical Address information are automatically input into the proposer's SAM registration from D&B, and it is an organization’s responsibility to keep this information updated.

these look like they're very similar to what we did for the NIH, so at least for Trent and Jon, this information is already written up.

Here are the standard components (for Senior Personnel):

• "Professional Preparation" -> where we went to Uni/ and post-doc'd
• "Appointments" -> academic, professional or institutional appointments
• "Synergistic Activities" -> up to five examples of broader impacts of individual professional and scholarly activities that focus on the integration and transfer of knowledge as well as its creation. They give examples of this in the doc

An interesting non-standard component:

• "Products"

A list of: (i) up to five products most closely related to the proposed project; and (ii) up to five other significant products, whether or not related to the proposed project. Acceptable products must be citable and accessible including but not limited to publications, data sets, software, patents, and copyrights. Unacceptable products are unpublished documents not yet submitted for publication, invited lectures, and additional lists of products. Only the list of ten will be used in the review of the proposal.

Each product must include full citation information including (where applicable and practicable) names of all authors, date of publication or release, title, title of enclosing work such as journal or book, volume, issue, pages, website and URL, or other Persistent Identifier. Senior personnel who wish to include publications in the products section of the biographical sketch that include multiple authors may, at their discretion, choose to list one or more of the authors and then "et al." in lieu of including the complete listing
of authors' names.

• It's unclear if they want products that are associated with the submitter or not. It reads like they want to ID the product space here, but it's weird to include that in the biosketch (unless the product is directly associated with the submitter/Person associated with the biosketch)
• Candidates for products to talk about here: Mediapipe, OpenPose, DeepLabCut, Blender, Rokoko, Qualisys/Vicon, Theia

copied over from pappg2022 pdf https://www.nsf.gov/pubs/policydocs/pappg22_1/nsf22_1.pdf

a. Cover Sheet
There are four major components of the Cover Sheet. A number of the boxes contained on the Cover
Sheet are pre-filled by the system used to prepare the proposal. The information requested on the Cover
Sheet is as follows:

• (1) Awardee Organization/Primary Place of Performance

The information on the Awardee Organization is prefilled on the Cover Sheet based on the login information
entered. If the project will be performed at the awardee organization, check the designated box. If the
project, however, will be performed at a location other than the awardee, provide the following information
(where applicable):

• Organization Name (identify the organization name of the primary site where the work will be
performed, if different than the awardee);
• Street;
• City;
• State;
• Country; and
• 9-digit Zip Code.

For research infrastructure projects, the project/performance site should correspond to the physical location
of the asset. For research infrastructure that is mobile or geographically distributed, information for the
primary site or organizational headquarters (as defined by the proposer) should be provided.

• (2) Program Announcement/Solicitation/Program Description Number

Proposers are required to select the applicable funding opportunity (i.e., program description,
announcement, or solicitation.) If the proposal is not submitted in response to a specific funding opportunity,
proposers should select "Proposal and Award Policies and Procedures Guide."

• (3) NSF Unit of Consideration

Proposers must follow instructions for selection of an applicable NSF Division/Office and Program(s) to
which the proposal should be directed.

• (4) Remainder of the Cover Sheet

(a) Title of Proposed Project

The title of the project must be brief, scientifically, or technically valid, and suitable for use in the public
press. NSF may edit the title of a project prior to making an award.

(b) Budget and Duration Information

The proposed duration for which support is requested should be consistent with the nature and complexity
of the proposed activity. The Foundation encourages proposers to request funding for durations of three
to five years when such durations are necessary for completion of the proposed work and are technically
and managerially advantageous. The requested start date should allow at least six months for NSF review,
processing and decision. The PI should consult his/her organization’s SPO for unusual situations (e.g., a
long lead time for procurement) that create problems regarding the proposed start date. Specification of a
desired start date for the project is important and helpful to NSF staff; however, requests for specific start
dates may not be met.

(c) Announcement and Consideration Information

This information is prefilled based on previously entered information.

(d) PI Information and co-PI Information

Information (including address information) regarding the PI is derived from login information and is not
entered when preparing the Cover Sheet. The proposal also may identify up to four co-PIs.
Each individual's name and either NSF ID or primary registered e-mail address, must be entered in the
boxes provided.

(e) Previous NSF Award

If the proposal is a renewal proposal, or an accomplishment-based renewal proposal, the applicable box
must be checked. If yes, the proposer will be requested to select the applicable previous award number.
Some NSF program solicitations require submission of both a preliminary and full proposal as part of the
proposal process. In such cases, the following instructions apply:

(i) During the preliminary proposal stage, the proposing organization should identify the submission
as a preliminary proposal by checking the block entitled, “Preliminary Proposal” on the Cover Sheet;

(ii) During the full proposal submission stage, the proposing organization should identify in the block
entitled, “Show Related Preliminary Proposal Number”, the related preliminary proposal number assigned
by NSF.

(f) Consideration by Other Federal Agencies

If the proposal is being submitted for consideration by another Federal agency, the abbreviated name(s) of
the Federal agency(ies) must be identified in the spaces provided.

(g) Awardee Organization Information

The awardee organization name, address, NSF organization code, DUNS number (UEI, effective April 1,
2022) and Employer Identification Number/Taxpayer Identification Number are derived from the profile
information provided by the organization or pulled by NSF from the SAM database and are not entered
when preparing the Cover Sheet.

Profit-making organizations must identify their status by checking the appropriate boxes on the Cover
Sheet, using the following guidelines:

e. References Cited

Reference information is required. Each reference must include the names of all authors (in the same
sequence in which they appear in the publication), the article and journal title, book title, volume number,
page numbers, and year of publication. (See also Chapter II.C.2.d.(iii)(d)) If the proposer has a website
address readily available, that information should be included in the citation. It is not NSF's intent, however,
to place an undue burden on proposers to search for the URL of every referenced publication. Therefore,
inclusion of a website address is optional. A proposal that includes reference citation(s) that do not specify
a URL is not considered to be in violation of NSF proposal preparation guidelines and the proposal will still
be reviewed.

Proposers must be especially careful to follow accepted scholarly practices in providing citations for source
materials relied upon when preparing any section of the proposal. While there is no established page
limitation for the references, this section must include bibliographic citations only and must not be used to
provide parenthetical information outside of the 15-page Project Description.

Senior Personel

• Administrative and Clerical salaries (bunch of special rules)
• Confidential Budgetary Info
• Fringe Benefits
• Equipment
• Travel
• Participant Support - i.e., direct costs for items such as stipends/subsistence allowances, travel allowances, registration fees
  ... lots of other items. This is a pretty hefty section

Our Letter of Intent needs enough info for reviewers to be selected for our proposal

b. Project Summary

Each proposal must contain a summary of the proposed project not more than one page in length. The
Project Summary consists of an overview, a statement on the intellectual merit of the proposed activity, and
a statement on the broader impacts of the proposed activity.

The overview includes a description of the activity that would result if the proposal were funded and a
statement of objectives and methods to be employed. The statement on intellectual merit should describe
the potential of the proposed activity to advance knowledge. The statement on broader impacts should
describe the potential of the proposed activity to benefit society and contribute to the achievement of
specific, desired societal outcomes.

The Project Summary should be informative to other persons working in the same or related fields, and,
insofar as possible, understandable to a broad audience within the scientific domain. It should not be an
abstract of the proposal.

The Project Summary may ONLY be uploaded as a Supplementary Document if use of special characters
is necessary. Such Project Summaries must be formatted with separate headings for Overview, Intellectual
Merit, and Broader Impacts. Failure to include these headings will result in the proposal being returned
without review.

Collaborators and Other Affiliations = COA

The below information was copied over from the NSF pappg2022 pdf https://www.nsf.gov/pubs/policydocs/pappg22_1/nsf22_1.pdf

e. Collaborators & Other Affiliations Information

The following information regarding collaborators and other affiliations (COA) must be separately provided
for each individual identified as senior personnel on the project. The COA information must be provided
through use of the COA template. The information in the tables is not required to be sorted, alphabetically
or otherwise. For additional information please refer to the frequently asked questions on the COA template
page.

There are five separate categories of information which correspond to the five tables in the COA template:

COA template Table 1:

List the individual’s last name, first name, middle initial, and organizational affiliation in the last 12 months.

COA template Table 2:

List names as last name, first name, middle initial, for whom a personal, family, or business relationship
would otherwise preclude their service as a reviewer. In the “Type of Relationship” column please specify
the personal, family, or business relationship involved.

COA template Table 3:

List names as last name, first name, middle initial, and provide organizational affiliations, if known, for the
following:
• The individual’s Ph.D. advisors; and
• All of the individual’s Ph.D. thesis advisees.

COA template Table 4:

List names as last name, first name, middle initial, and provide organizational affiliations, if known, for the
following:
• Co-authors on any book, article, report, abstract or paper with collaboration in the last 48 months
(publication date may be later); and
• Collaborators on projects, such as funded grants, graduate research, or others in the last 48
months.

COA template Table 5:

List editorial board, editor-in chief and co-editors with whom the individual interacts. An editor-in-chief must
list the entire editorial board.
• Editorial Board:11 List name(s) of editor-in-chief and journal in the past 24 months; and
Proposal & Award
• Other co-Editors of journal or collections with whom the individual has directly interacted in the last
24 months.

The template has been developed to be fillable, however, the content and format requirements must not be
altered by the user. When completing the template, do not change the column sizes or the font type. The
instructions at the top of the template may be deleted, and rows may be inserted as needed to provide
additional names12.

This information is used to manage reviewer selection. See Exhibit II-2 for additional information on
potential reviewer conflicts.

there is a ton of text in the pdf dedicated to this, so I'm only copying over the section descriptors

• Content
  • this is the science part.
• Page Limitations and Inclusion of Uniform Resource Locators (URLs) within the Project Description
• Results from Prior NSF Suppor
• Unfunded Collaborations
• Group Proposals
• Proposals for Renewed Support