PROPOSAL SUBMISSIONWORKSHOP

Presented by theOffice of Contracts and Grants

University of San FranciscoNovember 2011

Agenda

Introductions General Information USF Process Special Circumstances/ Approvals Cost Share OCG Review Resources Reminders

Questions At A

ny Time

Folder Contents

Printout of the Presentation OCG Contact Postcard Submission Flowchart GENIUS/SMARTS Profile Setup Handout

General Info About Proposals

Institutional Approval is Required Responsible Conduct of Research Course Committee Approvals Required Before

Award Electronic and Paper Submissions

Submission: At-A-Glance

PI DEAN

OCG/PI

PI DEAN OCG PROVOST

OCG

Submission: Details

1. PI Submits “Intent to Apply” Form2. Dean grants consent to develop proposal3. OCG reaches out to PI to discuss

proposal4. OCG works with PI to prepare proposal5. “Proposal Approval Form” is Routed6. OCG conducts final review of Proposal7. Vice Provost is presented with the

proposal8. Vice Provost reviews/approves the

proposal9. OCG submits the proposal to the sponsor

Intent to Apply Form

Notifies – Necessary IndividualsPrevents – Unnecessary Work

Initiates – Discussion of Idea

Records – Notification of Intent

Great Idea!! A

pproved to

Submit!!

Office of Contracts & Grants

Reviews: all proposals

Submits: all proposals to government agencies all research proposals to private foundations

Assists: Finding Funding Proposal Preparation

Trains: Research Administration for Faculty & Staff

Monitors: Post-Award Management Requirements

OCG

Office of Corporate and Foundation Relations

Submits: All non-research proposals to private foundations All proposals addressing University Priorities

Assists: Faculty with proposal development/writing With matching faculty to opportunities

Fosters: Relationship between USF and private

foundations Performs:

All communication with private agencies

CFR

Special Circumstances & Approvals

Restricted Fringe Benefits Restricted Facilities & Administrative Costs Cost Share Release Time Human or Animal Subject Use Space - Additional or Renovating Needs Health & Safety Issues Exceptional PI Status Grant Transfers

Cost Share

Any cost that is allowable on and allocable to a sponsored project, but is not charged to the project.

USF highly discourages cost sharing Cost sharing must be approved by Deans

and Provost Cost share is tracked via a FOAP setup for

cost shared items Schools are responsible for meeting the

approved commitments

Proposal Approval Form

Every proposal – Every Time Signatures

Principal Investigator or Project Director Dean of every school involved CFR for private agency submissions OCG upon review of complete proposal Vice Provost upon OCG approval

At OCG at least 5 days before deadline

Office of Contracts & Grants: Proposal Review

Review the solicitation Any restrictions on money and time Guidelines for proposal formats Guidelines for submission mechanisms

Review the proposal Check budget for accuracy and compliance Check package for formatting compliance

Approves Final Proposal Once all items have been checked and all is

accurate

Resources

InfoEd OCG Website and Templates Corporate and Foundation Relations

Important Reminders

Institutional Approval Required Intent to Apply Form Office of Contracts and Grants Office of Corporate & Foundation

Relations Approvals 5 days before the deadline Special Approvals

Questions

Office of Contracts and GrantsLone Mountain 132

(415) 422-5203

Eddie Mezaemeza2@usfca.edu

x6921