1. Proposals Job Aids EE Cluster Training Jerry Kirk

2. Overview Jerry Kirk Proposals – Job Aids  Basic Information Sheet Opportunity specific Single, quick resource  Proposal Preparation and Timeline Manages proposal timeline Quick summary at any point

3. Basic Information Sheet Section Breakout Jerry Kirk Principal Investigator Name: Contact Info: Email Address and Phone Departmental/Institute Affiliation: Campus or Medical Center? Does PI have PI status through Dean of Research? Yes No – H PI EligibilityPI Eligibility Has PI undergone required Stanford training? Yes No – H Certification DatabaseCertification Database Has PI received degree? Yes No If yes, degree and year received: Administrative Support Name and Contact Info: Co PI(s) Principal Investigator

4. Basic Information Sheet Section Breakout Jerry Kirk Sponsor Sponsor that proposal is being submitted to: If NIH, budget type: Regular budget Modular budget Specific solicitation #, BAA#, etc.: Web link to Request for Applications/FOA: Is proposal being submitted to another federal agency? Yes No Appropriate F&A rate: Institutional limited opportunity? Yes No Is this a supplemental proposal? Yes No Will Stanford be prime or sub? If Stanford is sub, who is prime? Will Stanford have consortium? Yes No Will there be cost-sharing involved? Yes No If yes, what type of cost share?

5. Basic Information Sheet Section Breakout Jerry Kirk Stanford Endorsement SeRA Record Number: Stanford Endorsement Review DUE DATE: PROPOSAL DUE DATE: OSR Contact: Email address & phone number: Submission type (see dropdown menu): Electronic submission or paper submission? If electronic submission, is PI set up in sponsor’s system (e.g. eRA Commons)? Yes No – Set up in sponsor’s system.

6. Basic Information Sheet Section Breakout Jerry Kirk Clearances Will human subjects be used? Yes No If proposed research is believed exempt from federal human subjects regulations, check all exemption categories that apply: 1 2 3 4 5 6 IRB review type (see drop down menu): IRB affiliation (see drop down menu): Will there be activities outside of the US and/or international collaborators? Yes No If yes, what countries?

7. Basic Information Sheet Section Breakout Jerry Kirk Clearances (continued) Will a new degree program or curriculum be developed? Yes No Will this project have any international aspect requiring large scale or multi-units effort? Yes No Will this project send data or technologies out of the US? Yes No Vertebrate animals (IACUC submitted protocol – can be pending)? Yes No rDNA and select agents (IBC submitted protocol – can be pending)? Yes No Class 3b or 4 lasers used? Yes No Summer university housing needed? Yes No

8. Basic Information Sheet Follow-up Plan Jerry Kirk Follow-up Plan Email to PI advising SeRA record number and proposal prep time-line: Email to PI requesting initial resource needs for budget prep: Email to PI advising required docs: Required docs: TIMELINE ___________ Request 1 Request 2 Request 3 Abstract CV C&P Budget Budget Justification Volume 1 (Science) Cost Share Author IDC Waiver

9. Proposal Preparation and Timeline Jerry Kirk  Proposal Preparation and Timeline Manages proposal timeline Quick summary at any point Excel Spreadsheet Format

10. Overview Jerry Kirk Proposal due to ORS Proposal due to sponsor: Completed? Due to ERA RFA Basic information sheetASAP Send Request for Proposals or Proposal Guidelines to RFA??ASAP Budget Budget justification Facilities and resources Biosketches Other support (if required at time of submission) Abstract & relevance Cost share commitments Consultant/support letters If modular: provide explanation why there is a variance in the number of modules being requested in the difference years (if applicable) Multi PI Plan (if applicable) Waiver (if applicable) One application per Institute: provide approval if applicable Appendices (if applicable) Subrecipient documents (if applicable) Statement of work Budget Budget justification Biosketches Signed SR Form 1, face page Checklist Signed PDRF (signatures of PI and all co-PIs required!) Other items (if applicable) Notes and Comments: Contact information: RFA Name RFA Desk Location RFA Phone Number Lead Email Address Cluster Lead Lead Desk Location Lead Phone Number Lead Email Address

11. Proposal Job Aids Thanks for your attention Jerry Kirk