1. PROPOSAL ROUTING The Info Sheet and the Pink Sheet

2. Why Route? ORS authority to submit proposals is garnered through the routing process. Signature Authority vests with those authorized by the Board of Regents.

3. The Info Sheet http://research.ou.edu/proposal/i nfosheet/Infosheet_2004.asp http://research.ou.edu/proposal/i nfosheet/Infosheet_2004.asp http://research.ou.edu/proposal/i nfosheet/Infosheet_2004.asp http://research.ou.edu/proposal/i nfosheet/Infosheet_2004.asp New/Preliminary Proposal New/Preliminary Proposal Revise Submitted Budget Revise Submitted Budget Renewal/Supplement Renewal/Supplement

4. The Info Sheet Proposal Info Proposal Info Sponsor Info Sponsor Info Program Program Deadline Date Deadline Date Urgency (Hard or If Possible) Urgency (Hard or If Possible) Type of Deadline (Receipt or Postmark) Type of Deadline (Receipt or Postmark) Submission Details Submission Details Title Keywords Project Period Project Type New Preliminary Guidelines Sponsor Address Method of Delivery Number of Copies

5. The Info Sheet Personnel Info Personnel Info Status Status Credit for Research (total for all personnel must equal 100%) Credit for Research (total for all personnel must equal 100%) Credit can be split between departments Credit can be split between departments Contact Information Contact Information Phone Fax Email Address Email copy of Form to PI Different Contact

6. The Info Sheet Project Information Project Information Tulsa Related Tulsa Related Authorized Center Authorized Center Double SRI Double SRI Energy Related Energy Related Flow Through Money Flow Through Money Space/Lab Requirements Space/Lab Requirements Renovation Renovation Equipment Special Facilities Normal Utility Use New Academic Programs Potential Conflicts of Interest Mesonet Data Supercomputing Resources (OSCER)

7. The Info Sheet Intellectual Property Information Intellectual Property Information Export Regulation Compliance Export Regulation Compliance Compliance Information Compliance Information

8. Info Sheet Subcontract Information Subcontract Information OU has a subcontract to another institution or company OU has a subcontract to another institution or company OU is receiving a subcontract from another institution or company OU is receiving a subcontract from another institution or company Subcontractor Information Subcontractor Information PI PI Authorizing Official Authorizing Official

9. Info Sheet Budget Information Budget Information Funding Limitation Funding Limitation Required Cost Sharing Required Cost Sharing Cost Sharing Sources Cost Sharing Sources Limitations on F&A Recovery Limitations on F&A Recovery F&A Rate to be used F&A Rate to be used On-Campus or Off-Campus On-Campus or Off-Campus SRI Split (must be according to appointment) SRI Split (must be according to appointment) Remarks Remarks

10. Materials Needed to Route Abstract/SOW Abstract/SOW Detailed Budget Detailed Budget Budget Justification/Narrative Budget Justification/Narrative Forms Requiring Signatures Forms Requiring Signatures Documentation of Cost Sharing Documentation of Cost Sharing Subcontractor Information Subcontractor Information Letter of Commitment Letter of Commitment Abstract/SOW Abstract/SOW Detailed Budget Detailed Budget Budget Justification Budget Justification

11. Approvals Needed to Submit Chair/Department/School Level Chair/Department/School Level College Level/Dean College Level/Dean Special Considerations Special Considerations Conflict of Interest Conflict of Interest Center Proposals Center Proposals University Authorization University Authorization

12. PI Eligibility http://research.ou.edu/about/PI_ Eligibility_Policy.html http://research.ou.edu/about/PI_ Eligibility_Policy.html http://research.ou.edu/about/PI_ Eligibility_Policy.html http://research.ou.edu/about/PI_ Eligibility_Policy.html Must be a permanent faculty or staff member Must be a permanent faculty or staff member Individuals employed by OU but not on a permanent basis may serve as a PI if: Individuals employed by OU but not on a permanent basis may serve as a PI if: Permanent faculty or staff member is named as a Co-PI and account sponsor and will accept responsibility for the project, or Permanent faculty or staff member is named as a Co-PI and account sponsor and will accept responsibility for the project, or The chair/director of the unit through which the work will be conducted accepts responsibility The chair/director of the unit through which the work will be conducted accepts responsibility

13. Sponsored Research Incentive Program http://research.ou.edu/about/Sp onsoredResearchIncentive.html http://research.ou.edu/about/Sp onsoredResearchIncentive.html http://research.ou.edu/about/Sp onsoredResearchIncentive.html http://research.ou.edu/about/Sp onsoredResearchIncentive.html 18 Percent to PI Department 18 Percent to PI Department 2 Percent to PI College 2 Percent to PI College Special Consideration if F&A has been Returned to the Project Special Consideration if F&A has been Returned to the Project Double SRI – 20 Percent to the Center Double SRI – 20 Percent to the Center

14. Double SRI Program http://research.ou.edu/about/Sponso redResearchIncentive_Dbl.html http://research.ou.edu/about/Sponso redResearchIncentive_Dbl.html http://research.ou.edu/about/Sponso redResearchIncentive_Dbl.html http://research.ou.edu/about/Sponso redResearchIncentive_Dbl.html Submitted by and from an Approved Center Submitted by and from an Approved Center Interdisciplinary Interdisciplinary Full Recovery of F&A Full Recovery of F&A Complete Narrative Available for Review Complete Narrative Available for Review Approved by Provost and VPR prior to submission (no VPR cost match) Approved by Provost and VPR prior to submission (no VPR cost match) Justification as a Center Proposal Justification as a Center Proposal

15. Final Thoughts Proposals are a deadline business Proposals are a deadline business ORS can only meet deadlines it is aware of ORS can only meet deadlines it is aware of Faculty members are integral part of our process Faculty members are integral part of our process ORS review ensures faculty members will not have any unpleasant experiences at award stage ORS review ensures faculty members will not have any unpleasant experiences at award stage The Infosheet is our vehicle for managing deadlines and workflow The Infosheet is our vehicle for managing deadlines and workflow