Stage 2 Pre-Proposal Activities
Your Role
- Select target funding opportunity
- Assess fit, deadline and proposal requirements of identified funding opportunity
- Draft abstract of proposed project
- Contact sponsor, if applicable
- Notify your Collaborative Grant Services (CGS) Pre-Award Grant Specialist by submitting a Proposal Initiation Form (PIF) of intent to submit a pre-proposal, Letter of Intent, or full proposal
- Deadline: 30 days before sponsor deadline (see below)
- Provide preliminary information per request from your CGS Pre-Award Grant Specialist following submission of the PIF
- funding opportunity/sponsor guidelines,
- initial budget needs such as individuals who will be working/have effort on the project, any subrecipients, equipment needs, and student support to be provided, so budget development can begin
- Develop regulatory compliance plan aligned with sponsor guidelines
- Ensure institutional compliance requirements, such as your Financial Conflict of Interest disclosure, are up to date
- Complete all required training(s)
- Federally funded investigators must complete Required Research Security Training
Supporting Offices
PDO
- Interprets funding opportunity guidelines and advises on sponsor requirements
- Identifies sample proposals, as needed
- Assists in proposal planning and develops a proposal checklist
- Serves as liaison with agency personnel
- Identifies potential collaborators
CGS
- Within two days of submission of the PIF, email the PI, provide a submission guide/checklist, and make arrangements to talk/meet to discuss proposal plans, including initial timeline and budget planning
PDO services are optional but are recommended. CGS services are required.
Deadlines
Proposal Initiation Form (PIF) | 30 days before sponsor deadline
A PIF must be submitted no later than one month (30 days) prior to a sponsor’s deadline to initiate the proposal process. Most sponsor deadlines are known well in advance, so early submission is strongly encouraged. It is never too early to submit a PIF.
By 10 a.m. the first business day after PIF submission, an automated email to the Principal Investigator (PI) will request budget and other information and identify the CGS Pre-Award Specialist who will work on that proposal. The proposal submission timeline with deadlines specified will be included in the email. To accommodate equitable workload distribution, the assigned CGS Pre-Award Grant Specialist may be updated in some cases, especially around peak agency deadlines.
CGS Pre-Award Grant Specialist will contact PI within two (2) business days following the automated email generated by PIF submission to discuss the proposal.
The CGS Pre-Award Grant Specialist will begin work on the budget, initiate the Internal Approval Form (IAF) and the proposal package in Cayuse (or other sponsor submission system, as appropriate) at any time after this discussion occurs or, in the absence of a formal Zoom/Teams or phone discussion, after the PI sends the initial budget information.