Learning Workspace Video Series

The recently refreshed Learning Workspace Video Series provides step-by-step instructions for organization applicants using workspace.

While the videos listed below do not cover every special circumstance, they do walk viewers through the primary path for completing and submitting a federal grant application. Of course, if you wish to dig in on any of the steps, you are welcome to browse and consult the in-depth Online User Guide.

Here are the videos in the Learning Workspace series:

  1. Application Workflow for Organizations (updated on May 29, 2018)
  2. User Roles & Workspace Actions (updated on April 21, 2018)
  3. How to Create a Workspace (updated on April 20, 2018)
  4. How to Add Participants to a Workspace (updated on June 29, 2018)
  5. Completing Forms in a Workspace (updated on June 29, 2018)
  6. Submitting an Application in a Workspace (updated on July 6, 2018)

  original post by on 8/1/2018

Need to Add Collaborators to a Workspace?

Adding collaborators to a workspace is surprisingly easy – even when the collaborator is not part of your applicant organization.

This new video outlines the different ways a Workspace Owner can add other users to a workspace.

Note: Users who have either the Manage Participants for Organization Workspaces privilege or the Manage Participants for My Workspaces privilege may also add participants to a workspace.

When users are added to a workspace, they are able to help fill out grant application forms – either by downloading a PDF file and filling it out offline, or by opening a webform in a browser window.

Want to learn more about adding participants to one of your workspaces? Read this help article in’s Online User Guide.

original post July 11, 2018 by

NIH: Frequently Asked Questions

In part D of the NIH F-RPPR (participants), should we report time worked for the final budget period or time worked for the final budget period + the no cost extension period?

In the NIH Final RPPR you should report on the individuals that worked on the project during the last budget period minus any approved no-cost extensions. You can find this and more in the RPPR FAQs.


original post by NIH Staff 7/5/18

OMB: Micro-purchase and Simplified Acquisition Update

OMB has issued a memo regarding the implementation of the micro-purchase and simplified acquisition thresholds under the 2017 and 2018 NDAA:

NSF Proposal and Award Policy Newsletters

NSF Proposal and Award Policy Newsletters:

This newsletter is produced by the Policy Office in the Division of Institution and Award Support at the National Science Foundation to provide information about upcoming changes and clarifications to policies and procedures that affect how you prepare and submit proposals and manage NSF awards.

This latest edition is particularly helpful!  You can view it here.

Previous editions are also available:

December 2017 NSF Newsletter 4

September 2017 NSF Newsletter 3

June 2017 NSF Newsletter 2

March 2017 NSF Newsletter 1

Principal Investigators, Delegate!

All you need is another Commons user with the right role. Learn how!

original post by NIH Staff 3/12/2018

NSF account registration process in takes effect March 26, 2018

The National Science Foundation (NSF) is making major changes to the way the research community registers for NSF accounts and maintains account and user profile information in FastLane and  Effective March 26, 2018, NSF is introducing a new centralized and streamlined account registration process in for the research community that will provide each new user with a single profile and unique identifier (i.e., NSF ID) for signing in to FastLane and for proposal and award activities.

New Functionality

The new account management functionality will:

  • Allow users to create and self-manage accounts, including personal information and role requests;
  • Eliminate the need for organizational Administrators to create accounts and maintain profile information for their users, allowing Administrators to focus on managing roles for their organizations through a dashboard with functions to approve, disapprove, assign, and remove roles; and
  • Replace the existing FastLane and account management functions.

Existing NSF Accounts 

Existing NSF account holders, including and Application Submission Web Service (ASWS) users, will be migrated to the new account management system through a simple, one-time operation when initially signing in to FastLane or after the new functionality is released.  Account holders will be required to verify information to transfer it to the new system. Each user will have one NSF ID per the Proposal & Award Policies & Procedures Guide (NSF 18-1), Chapter I.G.4.

Helpful Links

  • Users with existing NSF accounts can access the NSF ID Lookup page for their NSF ID. Forgotten passwords for established NSF accounts may be retrieved here.
  • New users will be able to register directly with NSF through on or after March 26, 2018, via this link: . Note that this link will not work until March 26, 2018.

Notes About and ASWS   Beginning on March 26, 2018, the Principal Investigator (PI), all co-PIs, and the Authorized Organizational Representative (AOR) listed on a proposal must all be registered with NSF prior to proposal submission. NSF IDs for the PI, all co-PIs, and the AOR listed will need to be included in the proposal submission.

  • When a proposal is submitted to NSF on or after March 26, 2018, through and ASWS, the NSF system will cross-check the DUNS number and organization name with NSF records.
    • If there is no match to the DUNS number and/or organization name, the proposal will be rejected and the PI/AOR listed on the proposal submission will receive an email notifying that the proposal submission was not accepted by NSF.
    • Currently, for proposals submitted via or ASWS, the NSF system registers organizations and will allow proposal submission in cases where there is a mismatch of the DUNS number and/or organization name with NSF records; however, this will no longer be possible effective March 26, 2018.

New NSF Registration Requirements for Organizations

  • Organizations new to NSF will also register via the account management system in
  • New organizations will be able to register directly with NSF through on or after March 26, 2018, via this link: . Note that this link will not work until March 26, 2018.
  • Beginning on March 26, 2018, before a new organization can register with NSF, it must first be registered in the System for Award Management (SAM; and have a data universal numbering system (DUNS) number.
  • Organizations not already registered with NSF should be aware that completion of the SAM registration process could take up to two weeks.
  • Note that the vast majority of universities are already registered with NSF via FastLane.

Planned Releases

The new centralized account management functionality is being released first to the Administrator, PI, AOR, Sponsored Project Officer (SPO), Graduate Research Fellowship Program (GRFP) Coordinating Official and Financial Official, and Award Cash Management Service (ACM$) groups. NSF plans to eventually expand the new functionality in the future to additional groups including proposal reviewers, GRFP applicants, and NSF staff.

 Training Resources

 NSF is currently finalizing new account management training resources such as job aids, Frequently Asked Questions (FAQs), and instructional videos. These materials will soon be available on an “About Account Management” page accessible on the homepage.

 For IT system-related questions, please contact the NSF Help Desk at 1-800-381-1532 or Policy-related questions should be directed to

 original post by NSF 3/13/2018

NSF Revises Award Terms and Conditions to Recognize the $10,000 Micro-Purchase Threshold

News from AIRI Weekly Washington Report: On February 15, the National Science Foundation (NSF) released an update to their Award Terms and Conditions that revises the micro-purchase threshold for procurement activities under NSF awards.  The new guidance indicates that the revised micro-purchase threshold will be $10,000 for awards made to independent research institutes and institutions of higher education.  NSF was directed to make this change by the American Competitiveness and Innovation Act (AICA), which was signed by President Obama in January 2017.

AIRI’s top legislative priority in 2016 was raising the micro-purchase threshold to $10,000.  While working with Congress to successfully raise the threshold in the fiscal year (FY) 2017 National Defense Authorization Act (see January 6, 2017 AIRI Weekly Washington Report) and the AICA, AIRI worked with OMB to seek an extension for implementation of the Uniform Guidance procurement standards (see April 1, 2016 AIRI Weekly Washington Report and June 3, 2016 AIRI Weekly Washington Report).  As a result of these efforts, institutions can now use micro-purchase thresholds up to $10,000, for procurement activities under grants from all agencies.  NSF’s revised Award Terms and Conditions provide additional clarity and guidance on the micro-purchase issue.  The revised Award Terms and Conditions will apply to all awards made on or after March 1, 2018.

Original post from AIRI Weekly Washington Report dated 2/16/18

NSF: Collaborators and Other Affiliations Information Template

The National Science Foundation (NSF) has updated the template for Collaborative and Other Affiliations Information (COA). This template is in accordance with Chapter II.C.1.e of the NSF Proposal and Award Policies and Procedures Guide (PAPPG). The template is fillable, however, the content and format requirements must not be altered, as this will create printing and viewing errors. To avoid formatting errors, the template must be saved in .xlsx format and be uploaded to Fastlane directly as a Single Copy Document. Users: The COA information must be provided through the use of the COA template and uploaded as a PDF attachment. Proposers using the COA template for more than 10 senior project personnel will encounter proposal print preview issues. For further guidance there are Frequently Asked Questions (FAQs) for assistance. As you may remember, IOS had its own template in the IOS core solicitation. The old IOS template will no longer be accepted. Any submissions after January 29, 2018 will use the NSF template.

NOTE: Some information requested in prior versions of the PAPPG is no longer requested.

For system-related questions, please contact Fastlane User Support at 1-800-673-6188 or Policy-related questions regarding the content of the COA template should be directed to

Original post by NSF 2/13/18

NSF: Proposal Preparation Site Preview Now Available and Proposal Preparation and Submission Site Initial Release Will Be on April 30, 2018

The National Science Foundation (NSF) is pleased to announce that beginning on April 30, 2018, proposers will be able to prepare and submit full, research non-collaborative proposals in  The initial release of this new capability will run in parallel with existing FastLane proposal preparation and submission capabilities, so proposers can choose to prepare and submit full, research non-collaborative proposals in or in FastLane starting on April 30, 2018. Proposal Preparation Site Preview

The other exciting news to share is that starting today, NSF is previewing the new proposal preparation functionality to the research community to collect preliminary feedback and to provide the community an opportunity to acclimate to the new technology.  The preview can be accessed by selecting the “Prepare & Submit Proposals” tab on the top navigation bar after signing in to and then choosing “Prepare Proposal.”  This preview will continue until 8:00PM EDT on April 27, 2018, and will allow any research community user with a FastLane or account to sample the following proposal preparation features prior to the initial release on April 30, 2018:

·       Initiate full, research non-collaborative proposals (other proposal types are planned for future releases);

·       Add Principal Investigators (PIs), Co-PIs, Senior Personnel, and Other Authorized Users;

·       Upload required proposal documents;

·       Create budgets;

·       Check compliance; and

·       Enable Sponsored Project Officer (SPO)/Authorized Organizational Representative (AOR) access for review.

 Please be aware of the following important items as you test the new functionality during the preview period:

  • All test data entered on the proposal preparation site from February 26, 2018, until the preview concludes at 8:00PM EDT on April 27, 2018, will be deleted at the end of the preview period.
  • NSF will not be able to recover any proposal test data entered during the preview period and deleted by NSF after the preview period concludes.
  • Information entered on the proposal preparation site during the preview period will not be submitted to NSF.
  • Test data can be entered on the proposal preparation site but actual proposals cannot be submitted to NSF via during the preview period.
  • Additional information will be available on a “About Proposal Preparation & Submission Site” page accessible on the homepage.

 Feedback on the New Proposal Preparation and Submission Site

 Your feedback on the new proposal preparation functionality during the preview period (February 26, 2018 through April 27, 2018) and on the full proposal preparation and submission functionality after the initial release on April 30, 2018, is vital to NSF.  The survey link will soon be available on the “About Proposal Preparation & Submission Site” page.  Feedback from the community and NSF staff will be used to implement enhancements and expand functionality incrementally, with the goal of eventually transitioning all proposal preparation and submission functionality from FastLane to

 NSF’s goals for the new proposal preparation and submission functionality are to:

  • Modernize the applications supporting the proposal submission and merit review processes and improve the user experience via the development of a new application;
  • Reduce the administrative burden to the research community and NSF staff associated with preparation, submission, and management of proposals;
  • Increase efficiencies in proposal preparation, submission, and management;
  • Improve data quality and capture proposal content in a way that supports data analytics; and
  • Improve availability, security, and flexibility of proposal preparation and submission IT systems.

NSF invites you to keep these goals in mind as you prepare and submit your feedback on the new functionality, so that they may improve the new interface and develop additional available features.

For IT system-related questions, please contact the NSF Help Desk at 1-800-381-1532 or Policy-related questions should be directed to

Original post by NSF 2/26/18