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A P P L I C A T I O N I N S T R U C T I O N S C h a … P P L I C A T I O N I N S T R U C T I O N S C h a n Z u c k e r b e r g I n i ti a ti v e I ma g i n g S c i e n ti s ts P r

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APPLICATION INSTRUCTIONS Chan Zuckerberg Initiative Imaging Scientists Program

Some helpful information as you get started:

● Please review the Request for Applications (https://www.chanzuckerberg.com/science/rfa/imaging-scientists).

● The Chan Zuckerberg Initiative uses SurveyMonkey Apply (SMApply) as its grants management portal. All applications must be submitted through this portal (https://apply.chanzuckerberg.com). SMApply is configured to work best using the Google Chrome browser. It is recommended that you familiarize yourself with this portal well in advance of any deadlines. Deadline extensions will not be granted.

● Completed applications must be submitted electronically through SMApply and received no later than 5:00 pm PT on October 3rd, 2018.

● Application specifics: ● Start date: Requested start date should be no earlier than February 1st, 2019. Actual

start date for awarded applications may vary. ● Award Period: Proposed projects should be five years in duration. ● Budget: The maximum budget that can be requested is $250,000 per year for five

years (no more than $1,250,000 total for five years). Note that it will be an initial three-year period followed by a potential two-year renewal. No more than $200,000 per year can requested for salary and fringe benefits of the Imaging Scientist, $20,000 per year to teaching and travel expenses, and 15% indirect costs to the institution. Indirect costs are limited to 15% of direct costs.

Please note that this application is considered a pre-proposal. For applications chosen for a final proposal, CZI will request additional materials, co-signed by your institutional officials, to determine final administrative details of the award. Grant payments may be conditional on the successful recruitment of an Imaging Scientist who will fulfill proposal milestones. CZI does not require Institutional sign-off at this pre-proposal stage of the application process, but we suggest that you consult your home institution to determine eligibility to apply for this grant and your institutional policy on indirect costs. For questions about eligibility for this award or the application process, please contact us in advance of the proposal deadline at [email protected]. Deadline extensions will not be granted.

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GETTING STARTED

Eligibility: ● Applications must be submitted by an imaging center at a non-profit university in the United

States or a university-affiliated research institute. ● Foreign institutions are not eligible to apply. ● An imaging center may submit only one application, but different imaging centers from a single

institution may submit separate applications. ● The Imaging Program’s scientist might currently be employed at the center or might be

recruited as a new hire upon approval of the grant, with expected hiring within 3 months of funding of the grant. In either case, the proposed Imaging Scientist’s Biosketch and Personal Statement must be provided in the application.

● Competitive imaging centers will: a) serve a broad community of scientists at their institutions, not just a small number of labs; and b) recommend Imaging Scientists who have expertise at either microscopy hardware or imaging software and who have a strong interest in working with biologists and teaching non-experts. We welcome applications from image analysis experts at medical imaging centers as well as microscopy core facilities.

● CZI encourages applications from underrepresented minorities, women, and early career scientists, and intends to fund Imaging Programs at centers spread widely across the United States.

● Facebook employees, including employees of any subsidiary Facebook entities, are not permitted to apply.

● CZI reserves the sole right to decide if an applicant and applicant organization meet the eligibility requirements.

Key Dates: 9/5/18 Application portal opens 10/3/18 Applications due by 5:00 pm PT 12/1/18 Earliest notification of decisions (subject to change) 2/1/19 Earliest start date (subject to change) Award period and start date: The award period is expected to be five years, but the final two years will be conditional based on review of the first three years. The start date should be no earlier than February 1, 2019. Actual start date may vary.

Account setup: The primary contact (i.e., the person completing the application on behalf of the imaging center/institution) must first set up an account in the CZI online grants portal at https://apply.chanzuckerberg.com/. Only the primary contact needs to set up an account.

To set up an account: 1. Go to https://apply.chanzuckerberg.com/. 2. Click the green Register button in the upper right corner.

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3. Select “Register as an individual”. 4. Complete the requested fields and then click the green Create Account button. 5. Click the green Continue button to proceed to the site.

Please note you will need to verify your account through the auto-email that you receive after registering. You will not be able to submit an application until your account is verified. Navigating the portal: Once you have set up an account, you can log in to the grants portal at https://apply.chanzuckerberg.com/. Using the links in the upper right corner, you can access available programs (which includes RFAs for all CZI areas, not just science) and any applications you have in preparation or previously submitted. Use the information (“i”) link to get help with the portal. To access your account information, click on your name in the upper right. Your application will pre-populate with the name and email listed in your account information so if you need to edit it, click on your name in the upper right corner to make any necessary changes. Forgotten username or password: If you have forgotten your username or password, please navigate to the grants portal at https://apply.chanzuckerberg.com/ and click on the Log In link located in the upper right corner. Click the Forgot your password link and then enter the email address associated with your SMApply account. You will then receive an email with information to reset your password. Please note that your username is your email address. Other questions: If you have other questions about using the portal, please use the information (“i”) link in the upper right corner of the window. Here you will find a link to FAQs about using the portal, as well as links to submit specific help requests. If you have specific questions about the RFA, please contact us at [email protected]. SUBMITTING AN APPLICATION

To submit an application: 1. Go to https://apply.chanzuckerberg.com. 2. Log in. 3. Click the green View Programs button that is displayed or click on the Programs link in the

upper right corner. This will bring you to a listing of all programs/RFAs that CZI is hosting in SMApply. To find the program/RFA you are looking for, you may need to scroll down.

4. Find the program/RFA you are interested in and click the green More button. 5. Click the green Apply button in the upper right and complete all sections (details below).

a. You will first be prompted to enter the title of your application, after which you will have access to the application tasks to complete. Project title is limited to 75 characters, including spaces. If you need to edit your project title, click on the My Applications link in upper right and click the green Continue button on the application you wish to edit. Once the application page opens, click on the three dots to the right of the application title (next to the Preview link) and select Rename from the dropdown menu.

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b. The application is made up of several sections called tasks that are listed in a menu on the left side of the page. To open a task, click on the one you would like to work on. You can edit and complete tasks in any order. You may need to scroll down to see the remaining tasks.

c. Once you complete a task, click the green Mark as Complete button within the task. All tasks must be marked as complete before submitting. To edit a task after marking as complete, click the three dots in the upper right of the task and select edit, which will re-open the task.

d. Your application will autosave every few seconds, but you can also click the Save & Continue Editing on each task as you go along to save your application.

e. In the tasks that require a PDF upload: If you need to delete and replace a PDF after you have uploaded it, click on the three dots to the right of the file under the Attach File section within the task and select Remove from the dropdown menu.

f. To download your application, click on the three dots in the upper right corner of the application page and select download. If you are within a task, first click on the Back to application link in the upper left. Please be aware of any pop-up blockers in your browser that may prevent downloading your application.

g. To access an application that you have previously saved, click on the My Applications link in upper right and click the green Continue button on the application you wish to edit.

6. Once all tasks are completed, click the green Review & Submit button to submit your application.

a. If the button is grayed out, it means your application is not yet complete- please be sure all required fields and uploads are complete within each task and that you have clicked the Mark as Complete button within each task.

b. To download your application, click on the download link in the upper right corner. Please be mindful on any pop-up blockers that may be active in your browser that prevent/hide downloads.

c. Review your application in the window (or in the PDF that you have downloaded). If you want to make changes, navigate back to your application and reopen/edit any tasks that need editing. It is strongly recommended that you download your application as a PDF (instructions above in b) to review your application before clicking submit.

d. Once you are ready to submit, click the green Submit Your Application button at the bottom of the window. Once your application has been submitted, it cannot be edited. Please be sure that your application is complete BEFORE submitting. If you inadvertently submit your application and it is before the deadline, please contact [email protected].

7. Once your application is submitted, you will receive an auto-email confirming submission within a few minutes. If you do not receive a confirmation email within a few minutes, please check your spam folder. If you still did not receive your confirmation email, please email [email protected].

8. If you would like to view your application after you have submitted it, it can be accessed through the My Applications link in the upper right corner.

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The application consists of the following sections (called tasks in the grants portal): Primary Contact Details; Proposal Details; Imaging Scientist Details; and Project Proposal.

● Primary Contact Details: Complete all fields in this task; all fields are required. The information entered should be for the Primary Contact, who should be the person submitting the application on behalf of the Imaging Center.

○ Name and email (auto-filled): to edit your name or email, please do so in your account information by clicking your name in the upper right corner and clicking My Account in the dropdown menu.

○ Organization, title/position, department or equivalent, work phone.

● Proposal Details: Complete all fields in this task; all fields are required. ○ Proposal Title (auto-filled): Project title is limited to 75 characters, including spaces. If

you need to edit your project title, navigate to your application summary page, click on the three dots to the right of the application title (next to the Preview link) and select Rename from the dropdown menu.

○ Imaging Center Details: Name of Imaging Center; Imaging Center website (if no imaging center website, please use university or organization website); Name of Director (of the imaging center).

○ Organization Details: i. Organization name (auto-filled) /Street address/City/State/Zip ii. Tax ID: For EIN/Tax ID, please use the nine-digit number that IRS assigns in

the following format: XX-XXXXXX (total of 10 characters). iii. Name of Dean/Chair who oversees the Imaging Center. iv. University Affiliation (repeat if same as organization).

○ Proposed Start Date (cannot be before February 1, 2019). ○ Budget requested: Should match budget total in proposal and include IDC; no more

than $250K per year for five years or $1.25M total costs.

● Imaging Scientist Details: Complete all fields in this task; all fields are required. ○ Name of Imaging Scientist, title, degrees, email. ○ Is the candidate currently employed at your Imaging Center? (Y/N). ○ Short narrative bio of Imaging Scientist (or role they will fill) (limited to 100 words).

● Project Proposal: Upload a single file formatted as a PDF. Number the pages; no smaller

than single-spaced; font must be 11 points or larger and margins must be at least one-half inch (top, bottom, left, and right) for all pages. The PDF should have nine parts, each starting on a new page and labeled as below. Parts 2 and 3 should be prepared by the Imaging Scientist, Part 9 by the responsible Dean or Chair, and all other sections by the primary contact person at the institution who is submitting the application. Note that the proposed Imaging Scientist need not presently be employed at the imaging center, but will be expected to be hired within 3 months of funding of the grant. Please include the following:

1. COVER PAGE. On separate lines, A through G, please provide: A) Title of Program; B) University or Institute name AND Tax ID number; C) Grant Amount Requested AND

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Proposed Start Date; D) Name of Imaging Scientist Candidate AND email address; E) Name of Dean or Chair that oversees the imaging center; F) Name of imaging center Director (or equivalent) G) Name AND contact info for primary contact person assembling the application. 2. PERSONAL STATEMENT OF THE IMAGING SCIENTIST CANDIDATE. (limit 1 page) Concisely describe in three labeled sections: A) Your expertise and relevant experience; B) Your vision of how and what to teach biologists about modern imaging; C) Your vision about the needs of the imaging field in the next 10 years. To guide you in this statement, note that CZI seeks to support experts in either microscopy hardware or imaging software who will: a) work one-on-one with experimental biologists; b) lead discussion with the institutional IT team about data handling; c) participate in courses that disseminate advanced microscopy methods and analysis; d) train students and postdocs in imaging technology; e) form a network to discuss advances and needs of the imaging field. Imaging Scientists will be expected to have expertise at either microscopy hardware or imaging software, to collaborate broadly with biologists at the home institution and to interface with the local IT team, to teach in at least one practical course that is advertised and open to scientists outside the home institution, to learn and evaluate new analysis software and to teach it to inexperienced users. 3. BIOSKETCH OF THE IMAGING SCIENTIST CANDIDATE. (limit 5 pages) Using NIH format or equivalent, describe education, employment history, and evidence of scientific productivity. Please identify your five most significant contributions to this field, which might include publications, preprints (with URL), shared datasets (with doi), software (with doi or other reference), courses taught, patents, or other evidence of contribution. Separately list authored publications and publications that acknowledge your contributions. 4. BIOSKETCH OF THE CENTER DIRECTOR (OR EQUIVALENT). (limit 5 pages) Using NIH format or equivalent, describe education, employment history, and evidence of scientific productivity as described above. 5. DESCRIPTION OF THE IMAGING CENTER. (limit 2 pages) Separately label four sections that describe: A) Instrument portfolio; B) Personnel and their roles; C) Financial support (grants, institutional support, commercial support) for up to the previous five years; D) Computing, Storage and Analysis Infrastructure. 6. ACCOMPLISHMENTS OF THE IMAGING CENTER. (limit 5 pages) A) List the user base for previous two years; B) List selected papers, patents, or software code that have arisen from the facility for up to the previous five years, providing links where possible. Separately list publications authored by imaging center staff and publications that acknowledge contributions from the imaging center.

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7. VALUE OF THE POSITION. (limit 1 page) Describe the role to be played by the candidate Imaging Scientist at the imaging center, justify the need for position, and explain how the position can be sustained beyond the five years of this grant. 8. BUDGET. (limit 1 page) The maximum budget is $250,000 per year, with an initial three-year period followed by a potential two-year renewal. Please submit a budget for five years. No more than $200,000 can apply to the salary and fringe benefits of the Imaging Scientist, $20,000 to teaching and travel expenses, and 15% overhead to the institution. CZI seeks to fund Imaging Scientists at salaries similar to those of the institution’s faculty that have similar seniority. Please provide the institution’s salary levels for starting Assistant Professors, Associate Professors, and Full Professors, and then justify the category in which the proposed candidate would fit. If $200K is insufficient for the salary and benefits of the candidate, state the proposed salary and what will be the source of additional funds; funding from recharge or fee-for-service is not appropriate for this role. 9. LETTER FROM THE DEAN OR CHAIR. Separately label three paragraphs that describe: A) your vision for imaging at your institution; b) how this imaging center is supported; C) a plan to sustain support of the candidate beyond the five years of CZI funding. Please sign and date.

The formatting and component requirements, including word and page limits indicated above, will be enforced by the review team. Any submitted materials that exceed the word and page limits or do not follow the requirements will not be considered during the application review process.

QUESTIONS? For administrative and programmatic inquiries pertaining to this RFA, please contact [email protected]. For technical assistance with SMApply, please contact [email protected] or while logged into SMApply, click on the information ”i” link in the upper right corner and submit a help request ticket.

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