1ai. Identify the Research Question or the Need to Be Addressed

• 1aii. Determine a Strategy for Developing the Project

• 1aiii. Define Goals and Objectives

• 1aiv. Create Target Outputs and Outcomes

• 1av. Determine Needed or Required Resources

• 1bi. Write a One- or Two-Page Project Summary

• 1bii. Seek Input & Feedback

• 1biii. Assess the Idea’s Potential for Success

2a. Develop Funding Strategies

2b. Find Funding Sources

• 2bi. Internal Funding

• 2bii. Federal Funding

• 2biii. Research Tools

• 2biv. Request a Search Be Performed by OSP

2c. Ensure the Project Qualifies

• 2ci. Study the program solicitation to determine if it is a good fit

• 2cii. Consider requirements, limitations, feasibility, required expertise, and time commitment

• 2ciii. Adjust the project to fit the requirements, if appropriate

• 2civ. If the grant funding entity is a non-federal agency, private or corporate foundation, you must contact OSP for approval

• 2cv. If the grant funding entity is a government agency, you may contact the program officer directly

• 2cvi. It can be helpful to review a funded application for a program before creating your own application

3a. Understand Your Responsibilities as PI

• 3ai. Grant Preparation

• 3aii. PI/PD Assurances

• 3aiii. Award Management

3b. Submit Required OSP Forms

3c. Make a Plan to Meet Funders Requirements

• 3ci. Identify cost sharing, if required

• 3cii. Identify specific requirements and essential resources needed

• 3ciii. Understand the required submission process

3d. Draft the Project Budget

• 3di. OSP Budget Worksheet

• 3dii. Budget Principles for all Grants and Contracts

• 3diii. Budget Elements – Direct Costs

• 3div. Budget Elements – Indirect Costs

• 3dv. Budget Elements – Cost Share, Match, and Leverage

3e. Meet with an OSP Program Director

3f. Coordinate with Partners and Others

• 3fi. Coordinate with partners and request letters, if required or allowed

• 3fii. Locate and work with an external project evaluator, if required

• 3fiii. Request data research from Institutional Research (IR), if needed

• 3fiv. Initiate the compliance review process, if necessary

4a. Understand General Proposal Requirements

• 4ai. General Elements of a Proposal

• 4aii. Document Specifications in the solicitation

• 4aiii. Document Formatting

• 4aiv. Review Criteria

4b. Write the Body of the Proposal

• 4bi. Problem to Be Addressed

• 4bii. Goals and Objectives

• 4biii. Implementation

• 4biv. Project Management

• 4bv. Key Personnel

• 4bvi. Evaluation

• 4bvii. Sustainability / Institutionalization Plan

• 4bviii. Dissemination

4c. Write the Other Proposal Sections

• 4ci. Cover Page

• 4cii. Abstract

• 4ciii. References Cited

• 4civ. Résumés and Biographical Sketches

• 4cv. Job Descriptions

• 4cvi. Project Timeline or Research Plan Tables

• 4cvii. Data Management Plan (NSF)

• 4cviii. Facilities, Equipment, and Other Resources (NSF)

• 4cix. Letters of Collaboration, Commitment, and Support

• 4cx. Certifications and Representations

4d. Prepare the Final Budget and Budget Narrative

• 4di. Prepare the Budget for Routing and Submission

• 4dii. Prepare the Budget Narrative for Routing and Submissions

4e. Facilitate Subcontracts with OSP, if Applicable

4f. Peer Review

• 4fi. Self & Project Team Review

• 4fii. Peer Review: Technical &Scientific Experts

• 4gi. OSP Handouts

• 4gii. Agency-specific tools

• 4giii. Other resources

5a. OSP Review

• 5ai. OSP Administrative Budget Review and Approval

• 5aii. OSP Proposal Review

5b. Compliance Review

• 5bi. Conflict of Interest

• 5bii. Human Subjects in Research

• 5biii. Animal Care and Use

• 5biv. Export Controls

• 5bv. Environmental Health &Safety

• 5bvi. Intellectual Property

5c. Routing for Final Approval

• 5ci. Complete the OSP Grant Proposal Submission Approval Routing (GPSR) Form

• 5cii. Obtain Administrative Signatures on the GPSR Form

• 5ciii. Obtain Administrative Signatures on Letters of Support

5d. Proposal Submission

• 5di. Work with the authorized OSP Officer to complete the grant submission documents

• 5dii. The authorized institutional OSP Officer will submit the proposal

5e. Revise and Resubmit the Proposal, if Needed