Proposal & Budget Development

Roles & Responsibilities Matrix

Preparing to Submit a Proposal- Getting Started	Principal Investigator	Unit/Department	College	OSP	Research Acceleration	Other Resources
Locate funding opportunity	Primary	Assistance			Assistance
Read and interpret sponsor instructions for proposal preparation	Primary	Assistance
Ensure individual registration with e-Submission systems as needed	Primary			Assistance*		*OSP handles Institutional registration with systems
Manage restricted (limited submission) funding opportunities			Assistance		Primary
Determine need for Non-disclosure agreements, Teaming agreements, etc.	Primary			Assistance

Proposal and Budget Development- Getting it Together	Principal Investigator	Unit/Department	College	OSP	Other Resources
Create internal proposal record for review & approvals (KR PD)	Primary*	Assistance*			*Department support varies
Develop technical narrative, biographical information, institutional resources, etc.	Primary	Assistance
Identify subawardees/collaborators	Primary
For proposals with subrecipients, collect subrecipient documents (SOW, budget, budget justification, commitment form)	Primary	Assistance
Initial review of sub commitment form for completion including UEI#, SAM.gov expiration, IACUC or IRB, IDC rate agreement	Assistance	Primary
For proposals with high-risk subrecipients (foreign entities or small businesses), develop fixed price/deliverable-based budget & SOW	Primary	Assistance
Ensure required time & effort available by key personnel, if awarded	Primary	Assistance
Draft budget	Assistance*	Primary*			*PI may have responsibility in some departments
Obtain cost share approval (ICF- Institutional Commitment Form) from appropriate sources	Assistance*	Primary*			*OVPR to approve
Obtain approval for F&A (indirect) cost waiver/reduction	Primary*	Assistance*			*OVPR to approve
Review budget		Primary	Assistance	Assistance
Complete proposal (portal, forms) as indicated in guidelines	Primary*	Assistance*			*Department support varies