Key Persons

Key Personnel are the program director/principal investigator (PD/PI) and other individuals who contribute to the scientific development or execution of a project in a substantive, measurable way, whether or not they request salaries or compensation. Review the sponsor's funding opportunity and policies for more specific guidance.

A consultant is not usually considered "Key," but may be included if their proposed project work meets the above definition. Generally speaking, technicians, postdoctoral fellows, nurses, graduate students, and other related individuals, while still serving an important role on the project, would not be typically included as “Key.”

KR Proposal Roles

PI/Contact: UMB’s Principal Investigator for the project; the contact PI for a multiple PI proposal

PI/Multiple: Use only for UMB investigators. This is used for the other Principal Investigators from UMB for an NIH multiple PI proposal

Co-Investigator - labeled "Co-I (UMB Routing Req'd)": Use of this role is not recommended. DO NOT use this role for non-UMB persons.  

  • Approval routing maps are generated based on units of the PI, Multiple PI, and Co-Investigators for the proposal. For example, if a PI is in Physiology and a colleague with the role Co-Investigator is in Anesthesiology, both departments will have to approve the proposal. We suggest that users select the role Key Person, then enter the appropriate proposal role in the Key Person's Role field.

Key Person: Once selected, you will add a brief description for this person’s role as follows:

  • Non-UMB multiple PI: PD/PI
  • UMB or Non-UMB Co-Investigator: Co-Investigator
  • UMB or Non-UMB other roles: enter the person’s role on the project, such as investigator, OSC, or Other Significant Contributor, biostatistician, etc.

Reminder about UMCP collaborators:  Add UMB employees (and affiliates who are in UMB's Community System) from the Employee lookup. Add UMCP and other proposals persons from the Address Book (non-employee look-up). You can limit your search to UMB employees by entering 02 in the Campus Code field (toward the bottom of the search window just above the “Continue” button). In addition to email address and unit clues, UMB employees have an 8-digit User ID. If the UMCP proposal person is not in the non-employee look-up, submit an Address Request to add.

Person Details

Click on the triangle to the left of the person’s name to open the details for that person. Several tabs are available across the page

Key Person Details tab:

  • For NIH proposals, the eRA Commons User Name is required for PIs and multi-PIs.
  • ALWAYS UNCHECK “Include in Credit Allocation” – UMB does not use this.

Key Person Organization tab: 

  • Add Total Effort for each key person
  • For proposals submitted system-to-system, a phone number and email address are required for each key person
  • For proposals submitted system-to-system, the Directory Title populates the Key Person form. This may be updated manually for the proposal. The Directory Title for UMB employees comes from the campus directory. To update the title, in the Employee Self-Serve, select the Preferred Title and add or update the title in that field.

Extended Details tab:

  • Citizenship information may be required for fellowship or career development proposals. Correct/update as needed.
  • Education section:  add highest degree (such as MD or PhD) and year graduated. This information will print to the Degree Type and Degree Year fields on the R&R Senior/Key Person form for system-to-system proposals.
  • For non-employees, enter the person’s department, institute, or center at their home institution in the Directory Department field. This information will print to the Department field on the R&R Senior/Key Person form for system-to-system proposals.

Degrees tab: Nothing needs to be entered here if completed on Extended Details tab

Unit details tab: Will show the lead unit and the person’s home unit if different (e.g., Medicine + IHV). (blank for non-employees)

PI Certification