University College Proposal Submission Checklist

Proposal Submission Checklist

Being organized is one of the important steps you can take to ensure a successful proposal. Use the following checklist to help:

Consider the timeline outlined below as the minimum amount of time needed for each step. Allowing even more time per step allows for a better review and more feedback on your proposal. See also Agency Forms and Guidelines (hot link: https://www.research.psu.edu/osp/prepare-proposals/agency-forms-and-gui…) if needed.

4+ Weeks Prior to Deadline:  

  • PI provides notice of submission via email ([email protected]) 
  • Email should contain PI/Co-PI names and link to RFP or RFP attached 
  • PI provides Proposal Information Form to include draft budget and subaward information 

3 Weeks Prior to Deadline: 

  • PI provides draft budget to be prepared in SIMSBudgets.  

2 Weeks Prior to Deadline: 

  • Budget is finalized 
  • Budget Justification is completed  
  • IAF has begun routing with finalized budget and budget justification 
  • Cost Share approvals are provided  
  • Subaward sends full proposal documents 

1 Week Prior to Deadline:  

  • PI ensures IAF is completed and routed through all approval paths  

5 Business Days Prior: 

  • Final documents have been provided to Research/Financial Office and OSP/AOR review 
  • PI/Unit Submitting has provided that proposal is correct and provides confirmation proposal is ready for submission 
  • Any revisions, corrections, etc. from AOR review are started if needed. 

3 Business Days Prior:  

  • Proposal is in final format with all required internal approvals 
  • OSP submits proposal to sponsor 

IMPORTANT REMINDERS