Proposal Preparation: Forms, Checklists & Templates
Be prepared.
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) Note: Effective January 15, 2024, all PSR forms are completed online through infoEd.
- Online PSR User Guide Updated 1/2024
- Offline PSR Certifications Form
- Cost Estimation Tool Updated 07/2024 Note: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.
- Cost Estimation Tool Business ProcessesUpdated 06/2019
- Budget Justification Template Updated 07/2024 (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) Note: Effective January 15, 2024, all PSR forms are completed online through infoEd.
- Online PSR User Guide Updated 1/2024
- Offline PSR Certifications Form
- Request for Externally Sponsored Student Design Project
- Indirect Cost Addendum Updated 03/2021
- Indirect Cost Reduction or Waiver Request
CHECKLISTS
- NSF:
- NIH:
- NIH Required Documents R01/R03/R21 PI Checklist Updated 01/2024
- NIH Proposal Submission Review Checklist Updated 01/2024
- NIH NRSA Fellowship Proposal Review Checklist
- NASA:
BUDGET SPECIFIC TEMPLATES & SAMPLES
- Budget Justification Template Updated 08/2024
Cost Estimation Tool - formerly Account Code Budget Template
- Cost Estimation Tool Updated 07/2024 Note: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.
- Cost Estimation Tool Business ProcessesUpdated 06/2019
NIH Budget Templates
- NIH Cost Estimation Tool Updated 08/2024 Note: If old version is downloaded (check cell A215 for version date), please try clearing your cache and re-downloading.
- NIH Modular Budget Template Updated 10/2023
- NIH Additional Narrative Justification Template New 09/2023 with new DMS requirements
- NIH Fellowship F Series Budget Template Updated 06/2024
NASA Fellowship/Student Research Grant Budgets
Lab Venture Challenge Budget Template
OTHER TEMPLATES & SAMPLES
- CU Boulder's Safe & Inclusive Working Environment for Off-Campus or Off-Site Research Plan Template Updated 05/2023
- Data Management Plan Tool (DMPTool)
- Instructional Guide: NSF Biosketch and Current and Pending Forms, SciENcv
- NSF Collaborator Template and NSF Biosketch and Current and Pending Information
- NIH Multiple PI Leadership Plan Sample
- SciENcv for NIH Biosketches
- NIH Authentication of Key Biological and/or Chemical Resources
- NIH Human Subjects Study Record
- Statement of Work Template
- Facilities Template New 10/2021
SUBCONTRACTING PROPOSAL DEVELOPMENT
- Subrecipient Commitment Form Updated 01/2024
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 10/2022
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
- Subrecipient Review Form Updated 04/2022
- 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
Did you receive an award?
Email it right away to ocg@colorado.edu for processing.
Find your department's Proposal Analyst in the Unit Directory.