S2S - 'RR Key Person Expanded' Form Instructions

RR Key Person Expanded Form

The Grants.gov RR Key Person (Expanded) form can transmit the necessary personnel 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).  The Key Persons can be added via the Key Personnel tab of the proposal and associated attachments can be added in the Attachments tab.  Below outlines how to add the necessary personnel and attachments in Kuali Research to map to the given fields in the form.

Instructions

Once a Grants.gov opportunity containing the RR Key Person Expanded form is attached and marked as included in your federally-sponsored proposal you can follow the below instructions to populate/map the necessary personnel and attachments.

Add Personnel

In the Key Personnel tab of the proposal you can use the 'Add Personnel' button to add all the necessary personnel for the proposal.

You can add a Principal Investigator, Co-Investigator(s), and necessary Key Person(s) from either the Employee (Person table) or Non-Employee (Address Book) lookup.  Once added the information will populate from the entered information on either the Person, Person Extended Attributes, or Address Book table entries but can then be modified as needed.  This information is what populates the RR Key Person Expanded form fields - below outlines the form fields and where they are pulled from the Kuali Research proposal.  Be aware that some fields in the Key Personnel panels of the proposal may not be editable but can be configured to allow edits via the Person Table Editable Columns table.

If more than 100 senior/key person profiles are proposed, the system will generate a Profile narrative to the proposal narratives when the maximum number of persons are exceeded.

Form Section	Kuali Tab	Kuali Field	Form Instructions
Prefix	N/A	N/A	Field not populated.
First Name, Middle Name, Last Name	Key Personnel - Details	First Name, Middle Name, Last Name
Suffix	N/A	N/A	Field not populated.
Position/Title	Key Personnel - Organization	Directory Title	Will map what is in the person record or can be changed/added in the Directory Title field of Organization tab.
Department	Key Personnel - Extended Details	Directory Department	Employee will come from Primary Unit field in person record (cannot be changed). Non-employee will map the lead unit of proposal as default for department but can be changed via Directory Department in the Extended Details.
Organization Name	N/A	N/A	Will map the Applicant Organization; usually the top level of Unit Hierarchy. If Non-employee, it will map the Organization listed in the Address Book entry.  If blank it will map the applicant organization.
Division	Key Personnel - Organization	Division	Division will default to map whatever is listed in the Person details under the Organization tab, if blank it will map the unit above the Home unit and if top level it will repeat the unit.
Street 1, Street 2, City, County, State	Key Personnel - Organization	Address Line 1 Address Line 2	This information can be stored in the Person table so when the individual is added to a proposal it will populate automatically.  The field can also be edited directly in the proposal within the specified tab.
Province	N/A	N/A	Field not populated.
Country, Zip, Phone, Fax, Email	Key Personnel - Organization	Country, Postal Code, Office Phone, Email Address, Fax
Project Role	Key Personnel - Details	Proposal Person Role	If NIH:  'PD/PI' for PI/Contact or PI/multiple; 'Co-Investigator' for all other investigators, and Other (specify) for Key Persons. Other sponsors:  'PD/PI' or 'Co-PD/PI', Other (specify) for Key Persons.
Other Project Role Category	Key Personnel - Details	Key Person's role	Will map the manually entered role
Degree Type	Key Personnel - Degrees	Can be maintained in Person Table to populate upon add, or added in Degrees tab manually.	List the highest academic or professional degree or credentials
Degree Year	Key Personnel - Degrees	Can be maintained in Person Table to populate upon add, or added in Degrees tab manually.	List the year the highest degree or other credential was obtained.

Add Attachments

• Navigate to the Kuali Research Attachments tab -> Personnel panel
• Select the +Add button to create a new attachment
• Select the desired Attachment Type associated with this form
• For example, choose 'Biosketch'
• 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 relevant Attachment Types associated with the form.

Form Section	Kuali Tab	Kuali Narrative or Question ID	Form Instructions
Biographical Sketch	Attachments - Personnel	Narrative IDs: 16	Proposal Personnel Attachment type 'Data Management Plan'
Current & Pending Support	Attachments - Personnel	Narrative ID:  17	Proposal Personnel Attachment type 'CurrentPending'

Print/Submit

• After successfully added the desired personnel and uploaded the attachment(s) go to the S2S Opportunity Search tab -> Forms panel
• Check the RR Key Person Expanded 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)

• RR_KeyPersonExpanded_4_0

Past Version(s)

• RR_KeyPersonExpanded_3_0
• RR_KeyPersonExpanded_2_0
• RR_KeyPersonExpanded_1_2-V1.2 
• RR_KeyPersonExpanded-V1-1 
• RR_KeyPersonExpanded-V1.0 

Related Maintenance Table(s)

• Address Book
• Narrative Type
• Person
• Person Extended Attributes
• Person Table Editable Columns

Related Parameter(s)

• n/a