S2S - 'PHS Fellowship Supplemental' Form Instructions

PHS Fellowship Supplemental Form

The Grants.gov PHS Fellowship Supplemental form can transmit the necessary information and attachments required for your application.  You should check your program announcement for instructions on how to complete the form and which attachments should be included (and the formatted associated with the attachments).  Information for this form is populated from the 'PHS Fellowship Supplemental' form specific Questionnaire in Kuali Research and proposal budget entries (if appropriate).  This questionnaire will appear in your proposal when you link a Grants.gov opportunity that utilizes this form and mark it for inclusion.  The general 'Grants.gov S2S' Questionnaire will also appear and require answers to support other forms in the opportunity. Below outlines how to add the necessary attachments and other fellowship information in Kuali Research to map to the given fields in the form.

This form has two versions that are currently active by Grants.gov (version 3.1 and 4.0) - the only difference between versions 3.1 and 4.0 is the pulled Human Subjects information out of the 4.0 form version into it's own form - Human Subjects/Clinical Trial Information. Below outlines the form instructions and where the associated information is mapped from in Kuali Research.

Instructions

Once a Grants.gov opportunity containing the PHS Fellowship Supplmental form is attached and marked as included in your federally-sponsored proposal you can upload the necessary attachments and complete the PHS Fellowship Supplemental questionnaire in the Questionnaire panel to populate/map the necessary information for each section of the form.

Attachments

Once a Grants.gov opportunity containing the PHS Fellowship Supplemental form is attached and marked as included in your federally-sponsored proposal you can follow the following instructions to populate/map the necessary attachments.

• Navigate to the Kuali Research Attachments tab -> Proposal panel
• Select the +Add button to create a new attachment
• Select the desired Attachment Type associated with this form - all begin with 'PHS_Fellow'
• For example, select 'PHS_Fellow_SpecificAims' which is one of the required attachments for this form
• Select Status of 'Complete'
• Enter a Description (optional if attachment type doesn't allow multiple)
• Upload the desired Attachment
• Click 'Save'

Repeat the above steps for the additional attachments you need to add to this form and please refer to your program announcement for instructions on the files required for the application.  The below chart outlines the Attachment Types that map to the associated section in the form.

Form Section	Kuali Attachment Type	Kuali Narrative Type ID
Introduction to Application (for Resubmission applications)	PHS_Fellow_IntroductionToApplication	97
* Applicant's Background and Goals for Fellowship Training	PHS_Fellow_BackgroundAndGoalsForTraining	156
* Specific Aims	PHS_Fellow_SpecificAims	98
* Research Strategy	PHS_Fellow_ResearchStrategy	127
* Respective Contributions	PHS_Fellow_RespectiveContributions	88
* Selection of Sponsor and Institution	PHS_Fellow_SelectionSponsorInstitution	89
Progress Report Publication List (for Renewal applications)	PHS_Fellow_ProgressReport_PubList	103
* Training in the Responsible Conduct of Research	PHS_Fellow_ResponsibleConductResearch	90
Sponsor and Co-Sponsor Statements	PHS_Fellow_Sponsor_CoSponsor_Info	130
Letters of Support from Collaborators, Contributors, and Consultants	PHS_Fellow_Letter_Collab-Contrib-Consult	157
Description of Institutional Environment and Commitment to Training	PHS_Fellow_InstitutionEnviron-Commitment	158
Protection of Human Subjects            *ONLY FOR VERSION 3.1*	PHS_Fellow_ProtectionOfHumanSubjects	104
Data Safety Monitoring Plan                *ONLY FOR VERSION 3.1*	PHS_Fellow_DataSafetyMonitoringPlan	159
Inclusion of Women and Minorities     *ONLY FOR VERSION 3.1*	PHS_Fellow_InclusionOfWomenAndMinorities	105
Inclusion of Children                         *ONLY FOR VERSION 3.1*	PHS_Fellow_InclusionOfChildren	107
Vertebrate Animals	PHS_Fellow_VertebrateAnimals	108
Select Agent Research	PHS_Fellow_SelectAgentResearch	109
Resource Sharing Plan	PHS_Fellow_ResourceSharingPlan	110
Authentication of Key Biological and/or Chemical Resources	PHS_Fellow_Auth_KeyBio-Chem_Resources	160
Appendix	PHS_Fellow_Appendix	96

Human Subjects - *ONLY FOR VERSION 3.1*

The Human Subjects Involved question will map based on the Special Review information you have entered in the Compliance tab of the proposal in Kuali Research.  If nothing is added for Human Subjects in Compliance then this will be marked NO.  If a Special Review of Human Subject has been added in Compliance it will mark as YES.

The additional questions are pulled from the form specific questionnaire questions as follows:

Form Field	Kuali Tab	Kuali Question ID	Instructions
Human Subjects Involvement Indefinite?	Questionnaire	1	Select an answer: Yes or No If at the time of application, plans to involve human subjects are unknown, please check "Yes".  In rare situations, applications are submitted with the knowledge that human subjects will be involved during the period of support, but plans are so indefinite that it is not possible to describe the involvement of human subjects in the application.
Clinical Trial?	Questionnaire	2	Select an answer: Yes or No to indicate whether the project is a clinical trial.
*Agency-Defined Phase III Clinical Trial?	Questionnaire	3	Select an answer: Yes or No Check "yes" or "no" to indicate whether the project includes an agency-defined phase III clinical trial. See Application Guide for the specific definition.

Vertebrate Animals

The Animal Subjects Involved will map based on the Special Review information you have entered in the Compliance tab of the proposal in Kuali Research.  If nothing is added for Animal Subjects in Compliance then this will be marked NO.  If a Special Review of Animal Subject has been added in Compliance it will mark as YES.

The additional questions are pulled from the form specific questionnaire questions as follows:

Form Field	Kuali Tab	Kuali Question ID	Instructions
Are vertebrate animals euthanized?	Questionnaire	146	Select an answer: Yes or No. You must answer the Animals Euthanized question if you checked "Yes" for the “Are Vertebrate Animals Used?” question. Check "Yes" if animals in your project are euthanized. See agency-specific instructions for additional information
Is the method consistent with American Veterinary Medical Association (AVMA) guidelines?	Questionnaire	147	Select an answer: Yes or No. You must answer the Euthanized Method Consistent with AVMA question if you checked "Yes" for the “Are animals euthanized?” question. Check "Yes" if method of euthanasia is consistent with the American Veterinary Medical Association Guidelines for the Euthanasia of Animals. See agency-specific instructions for additional information.
If NO, to AVMA guidelines, describe the method and provide scientific justification in 1000 characters or less.	Questionnaire	148	Enter your text: the description must be 1000 characters or less. If you answered “No” to the question “Is method consistent with AVMA Guidelines?” you must describe the method of euthanasia and provide a scientific justification for its use.

Additional Information Section

Form Field	Kuali Tab	Kuali Question ID	Instructions
Human Embryonic Stem Cells	Questionnaire	5	Select an answer: Yes or No. Does the proposed project involve human embryonic stem cells? A Yes response will present additional questions.
Can a Specific Stem Cell line(s) be referenced?	Questionnaire	6	Select an answer: Yes or No. Can a specific stem cell line be referenced at this time? If stem cells will be used, but a specific line cannot be referenced at the time of application submission, answer NO, and include a statement in your narratives that one from the registry will be used.
List the specific	Questionnaire	7	Enter one 4 digit value in each field. List the 4-digit registration number of the specific cell line(s) from the NIH stem cell registry found at: http://grants.nih.gov/stem_cells/registry/current.htm This form can submit up to 200 registration numbers of the cell lines. This questionnaire initially presents 20 fields if the answer to the previous question is Yes. Click the “More answers…” hyperlink below the last cell entry field to generate 20 more fields.

Form Field	Kuali Tab	Kuali Question ID	Instructions
Alternate Phone Number	Key Personnel	N/A	Person > Organization tab > MOBILE - Enter an alternate number (e.g., cell phone); field will be left blank if null.
Degree Sought During Proposed Award	Questionnaire	42	Are you seeking a degree during the proposed award? “N” will proceed to Field of Training. “Y” requires Date and Type.
Expected Completion Date	Questionnaire	35	Enter the date the degree was earned in month/day/year format (MM/DD/YYYY).  The specific date of the month is not important. The Month and Year data will be formatted to meet NIH requirements
Degree	Questionnaire	99	If Yes, select the type of degree sought during the proposed award, from the list provided. If the degree being sought does not appear on the list, please select the most appropriate "other" degree type from the list.   This dropdown is populated from the Argument Value Lookup (Argument Name = GraduateLevelDegree1-2)
If "other", indicate degree type	Questionnaire	100	If you have selected an "other" (OTH) type as your degree sought, please provide the specific degree type here.
Field of Training for Current Proposal	Questionnaire	200	Select subcategory field of training that best applies to the proposed award from the list. This dropdown is populated from the Argument Value Lookup (Argument Name = FOTv3)

Current or Prior Kirschstein-NRSA Support: The form allows for up to four (4) current or prior support entries. The questionnaire asks the respondent if they had prior support; a “Yes” answer asks a series of questions to provide the form data. These series can repeat to supply the four detailed lines. A “No” response to current/prior support will present the next required question.

Applications for Concurrent Support:    If the candidate has applied or will be applying for other support that would run concurrently with the period covered by this application check “Yes” and include the type, dates, source(s) and amount in the uploaded attachment. The candidate must promptly report to the NIH IC to which this application is assigned any support resulting from other such applications

Form Field	Kuali Tab	Kuali Question ID	Instructions
* Current Or Prior Kirschstein-NRSA Support?	Questionnaire	24	If yes, please identify current and prior Kirschstein-NRSA support in the following questions. Up to 4 awards can be identified.
* Level	Questionnaire	32	Select from list:  Predoctoral or Postdoctoral
* Type	Questionnaire	33	Select from List: Individual or Institutional
Start Date (if known)	Questionnaire	43	If known, enter the start date of this support in the format MM/DD/YYYY.
End Date (if known)	Questionnaire	49	If known, enter the end date of this support in the format MM/DD/YYYY.
Grant Number (if known)	Questionnaire	46	If known, enter the grant number for this support.
Do you have another current or prior Kirschstein-NRSA support award to report?	Questionnaire	31	Answer “Yes” to supply the required fields in the questions that follow. Answer “No” to proceed to the next required question.
Are there applications for other concurrent support for this candidate? If yes, upload the Concurrent Support narrative.	Attachments	N/A	Will default to 'No' unless attachment PHS_Fellow_ConcurrentSupport (Narrative Type  ID 91) is uploaded - then it will map 'Yes' with the attachment.

The Citizenship Type field is found in the Key Personnel tab of the Proposal.  Expand the panel for the fellow and open the Extended Details panel.  The options available will map to the corresponding checkboxes in the form.

NOTE 1 :  The Citizen Type dropdown options are pulled from the Citizenship Type maintenance document.  We recommend not altering the intention of the first 4 entries due to the Grants.gov mapping.

NOTE 2:  TEMP VISA ALSO APPLIED FOR PERM RESIDENT will check the 'If you are a non-U.S. citizen with a temporary visa applying for an award that requires permanent residency status, and expect to be granted a permanent resident visa by the start date of the award, check here:' option in the form.

NOTE 3:  Citizenship info for the form can come from an external warehouse table or from the Kuali Research Person Extended Attributes field of Citizenship Type - the source is determined by the parameter PI_CITIZENSHIP_FROM_CUSTOM_DATA.  If your organization is using a custom (external) data solution, the parameter PI_CITIZENSHIP_FROM_CUSTOM_DATA should be maintained to 0 to fetch from that feed.  Alternatively, set this parameter to 1 to utilize the Person Extended Attributes maintenance document values for Citizenship type which populates the Citizen Type field within the Person Extended Attributes panel of the proposal.

Form Field	Kuali Tab	Kuali Question ID	Instructions
Change of Sponsoring Institution	Questionnaire	28	Has this application been previously submitted by a different institution? Check YES, if this application reflects a change in grantee institution from that indicated on a previous application
Name of former Institution	Questionnaire	29	Enter the name of the former institution.

Budget Section

Form Field	Kuali Tab	Kuali Question ID	Instructions
Tuition and Fees	Budget	n/a	If no tuition or fees are included in the  detailed budget, "None Requested" will be selected.  If you do have added Tuition in the detailed budget "Funds Requested" will be selected and detail will map for each applicable year of support. The default cost element that maps for tuition is 422311 'Tuition- Other– Not MTDC' but that can be configured via the  Tuition_Cost _Elements parameter.
Is this a Senior Fellowship Application?	Questionnaire	36	The Senior Fellowship Applicants Only  section will only populate if the answer to this question is marked 'Yes'.
Present Institutional Base Salary	Questionnaire	47	Enter the dollar amount of your present institutional base salary.
Academic Period	Questionnaire	48	Indicate the period of time on which the salary is determined (e.g., academic year of 9 months, full-time 12 months, etc.  Select a value from the list presented: 6-month, 9-month, 10-month, 12-month
Number of Months	Questionnaire	50	Enter the number of months you will receive the salary.  Fractions of months (using two decimal places) may be expressed.
Stipends/Salary During First Year of Proposed Fellowship - Stipend/Months	Budget	n/a	To populate the Stipend Amount and Number of Months, this Fellow/Personnel expense must be in the Period 1 budget using the defined cost element. The amount and months are mapped from the Personnel Budget Details. If Stipend is not budgeted, the form fields will be zero.  The default Cost Element for this mapping is 400315 'Fellows- Non-Student – Not MTDC' but that can be configured via the parameter Stipend_Cost _Elements.
Supplemental Amount	Questionnaire	38	Are you receiving any supplementation from other sources? (Numeric value, no commas or non-numeric characters).
Supplemental Months	Questionnaire	39	Enter the number of months receiving the supplemental funds. (Numeric value, no commas/non-numeric characters).
Supplemental Type	Questionnaire	40	What is the type of the supplemental funding?
Supplemental Source	Questionnaire	41	What is the source of the supplemental funding?

Print/Submit

• After successfully uploading the attachment(s) go to the S2S Opportunity Search tab -> Forms panel
• Check the PHS Fellowship Supplemental form in the select column and click the 'Create PDF' button
• Also, if this form needs to be included in the submission remember to check the 'Include' checkbox prior to final submission to Grants.gov.
• Upon Print and/or Submission the form will populate like described above with the referenced attachments appended behind the form.

Current Version(s)

• PHS_Fellowship_Supplemental_4_0
• PHS_Fellowship_Supplemental_3_1

Past Version(s)

• PHS_Fellowship_Supplemental_2_0
• PHS_Fellowship_Supplemental_1_2-V1.2
• PHS_Fellowship_Supplemental_1_1-V1.1

Related Maintenance Table(s)

• Argument Value Lookup - GraduateLevelDegree1-2
• Argument Value Lookup - FOTv3
• Narrative Types
• Organization
• Person Extended Attributes
• Questions
• Questionnaire
• Special Review Approval Status
• Special Review Type
• Special Review Usage

Related Parameter(s)

• PI_CITIZENSHIP_FROM_CUSTOM_DATA
• Stipend_Cost _Elements
• Tuition_Cost _Elements