Special Note for Mac Users: When filling out a fillable PDF form, you need to sign and then Print to PDF before sending. If Mac users do not Print to PDF, the completed fields are not visible when opened on a Windows system.
Proposal Preparation
GETTING STARTED
The minimum documents required for beginning a proposal include:
- Proposal Submission Request (PSR) Updated 02/2023 Note: Please download the PSR form and open in Adobe Acrobat Reader to complete form fields. Recommended to print to PDF after signing to ensure all entries save properly.
- PSR User Guide Updated 11/2022
- Cost Estimation Tool Updated 01/2023 Note: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.
- Cost Estimation Tool Business Processes Updated 06/2019
- Budget Justification Template Updated 01/2023 (Note: only required by OCG if sponsor requirement) and Checklist
Please refer to the Detailed Proposal Process for more information on developing your proposal with your assigned OCG Proposal Analyst.
FORMS
- Proposal Submission Request (PSR) Updated 02/2023 Note: Please download the PSR form and open in Adobe Acrobat Reader to complete form fields. Recommended to print to PDF after signing to ensure all entries save properly.
- PSR User Guide Updated 01/2022
- Supplemental Certification to PSR Updated 12/2018
- China Assurance Note: Required document for resubmissions using Supplemental PSR; the current PSR Form includes the China Assurance so no additional form is needed.
- Cost Share Addendum
- Indirect Cost Addendum Updated 03/2021
- Indirect Cost Reduction or Waiver Request
- ICR Split Request at Proposal Stage
- NIH Fellowship Assurance Note: Required document for resubmissions using Supplemental PSR; the current PSR Form includes the NIH Fellowship Assurance so no additional form is needed.
- NIH Human Subjects Study Record (download form if unable to view in browser)
CHECKLISTS
- NIH:
- NSF:
- NASA:
BUDGET SPECIFIC TEMPLATES & SAMPLES
- Budget Justification Template Updated 01/2023
Cost Estimation Tool - formerly Account Code Budget Template
- Cost Estimation Tool Updated 01/2023 Note: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.
- Cost Estimation Tool Business Processes Updated 06/2019
NIH Budget Templates
- NIH Cost Estimation Tool Updated 01/2023 Note: If old version is downloaded (check cell A223 for version date), please try clearing your cache and re-downloading.
- NIH Modular Budget Template Updated 11/2021
- NIH Modular Budget Template with Subs Updated 11/2021
- NIH Fellowship F Series Budget Template Updated 03/2023
NASA Fellowship/Student Research Grant Budgets
OTHER TEMPLATES & SAMPLES
- CU Boulder's Safe & Inclusive Working Environment for Off-Campus or Off-Site Research Plan Template New 01/2023
- Data Management Plan Tool (DMPTool)
- DOD Current and Pending Support Template
- NSF Biosketch and Current & Pending Support Summary and Links to Instructional Guides
- NSF Collaborator Template
- NIH Multiple PI Leadership Plan Sample
- SciENcv for NIH Biosketches
- NIH Authentication of Key Biological and/or Chemical Resources
- Statement of Work Template
- Facilities Template New 10/2021
SUBCONTRACTING PROPOSAL DEVELOPMENT
- Subrecipient Commitment Form Updated 11/2021
A select list of universities do not need to provide the Subrecipient Commitment Form. For more information, read the news article and/or go to the FDP Clearinghouse website. - Subrecipient Statement of Collaborative Intent Updated 11/2021
A select list of universities may provide a Statement of Collaborative Intent (also known as a "Letter of Commitment") in place of the Subrecipient Commitment Form. For more information, read the news article and/or go to the FDP Clearinghouse website. - Subrecipient China Assurance Form (required for NASA proposals with subcontracts)
- Vendor vs. Sub Determination Form Updated 03/2017
- Sub Agreement/Vendor/Consultant Decision Tree
- Sole Source Justification (Procurements Only; required for subcontracts on proposals) Updated 02/2017