PI Certification Quick Guide 1 P age
Table of Contents Certifications... 3 PI Self-Certification... 3 PI is Certifying via Link in Email Notification... 3 PI Goes Directly to the Proposal... 6 Certification on Behalf of a Principal Investigator... 9 2 P age
Certifications Certifications are required by every PI and Co-PI named on proposals in order to ensure their participation and compliance with UC San Diego sponsored research practices (UCOP Contracts & Grants Manual Under Chapter 10 Section 300: Section 340 (10-330 and 10-340) http://www.ucop.edu/research-policy-analysis-coordination/resources-tools/contracts-and-grantsmanual/chap10.pdf). PI s and CO-PI s MUST certify themselves. This can be done at any point in the proposal process once the record has been created and saved and MUST be completed before Submit for Approval. Co-Investigators and Key Study Personnel do not need to certify. PI Self-Certification PI s will be manually notified that their proposal is ready for their certification, enter the proposal and answer the Investigator Certification and Assurance question themselves. PI s can access the Certification screen in several ways. PI is Certifying via Link in Email Notification Log into the email account where you receive your notifications. Look for the email indicating the request for ACTION REQUIRED: Please Certify this Proposal. Double check the email to make sure the proposal information matches the proposal you want to certify for. Next, click on the Project Details blue hyperlink. 3 P age
Log in to the system using your Single Sign On (SSO) business systems username and password. If you were not a PI listed on the proposal for which the link was intended, you will receive the following message. Once you have successfully signed in you will be automatically directed to the All Certifications screen within the Proposal Summary section. Answer the question appropriately and click Save. 4 P age
Once the question has been answered and the certification is complete, click OK to the prompt. To revise your answers or start the questionnaire from the beginning, click Modify then change the answer to the question and click Save. 5 P age
PI Goes Directly to the Proposal Go to the epd.ucsd.edu/coeus and sign in using your SSO Business Systems username and password. You can either choose the proposal from the Proposals In Progress screen and click on the blue hyper link to open the proposal record. 6 P age
Or you can do a Proposal Search to retrieve the specific record you are looking for. Once you are in the proposal record, to access the Certification screen first go to the Proposal Summary screen. 7 P age
From the Proposal Summary find your name from the list of Investigators/Key Persons. Once you have located your name, click the Certify link next to your name. Answer the question and click Save. NOTE: The red X indicates that the certification has not yet been completed. Once the PI certifies a green will appear. 8 P age
Certification on Behalf of a Principal Investigator YOU MUST HAVE A PI SIGNED AND DATED COPY OF THE CERTIFICATION UPLOADED IN THE PROPOSAL RECORD IN ORDER TO CERTIFY ON BEHALF OF A PI! That means do not click certify when you are logged into the system as anyone other than the PI that needs to certify. Note: this can be audited as the system tracks the user that answered the PI certification question. The only exception for Certifying on Behalf of the PI is when a PI has completed a hard copy paper signature of the Certification, which must be uploaded under the Upload Attachments section. This may occur if: The PI will not have access to the electronic proposal If this occurs, be sure to upload a signed copy of the Certification to the Upload Attachment screen under the Institutional Attachments tab BEFORE you certify on behalf of the PI(s). 9 P age