HANDY DANDY CDRC PROPOSAL
Task Who? Done
WILL I OR WON’T I SUBMIT A PROPOSAL?
Read every word of the RFA
Decide whether you have a feasible plan, given amount of award available,
how many awards to be funded, timeline, etc.
Decide whether to apply. Are you going on a honeymoon or vacation before
the grant is due, perhaps you should reconsider.
Discuss plan with funder’s program officer if appropriate.
INFORM AND COORDINATE WITH GCO (NANCY ALFARO)
PI completes and submits PI Checklist to GCO as soon as they are aware of
pending due date, whether for new submission or Annual Performance
Report. The PI must fill in the Due Dates and submit to GCO via email.
PI schedules Face-to-Face Meeting with GCO.
GCO confirms receipt of PI Checklist and meeting date/time.
PI and GCO conduct Face-to-Face Meeting and review RFP, Timeline to
Submission, budget, and required submission documents. Determine any
preliminary steps and if any documents need GCO and RGC approval (i.e.
Letter of Intent, Supplement, Incoming Subaward, Amendment).
PI identifies single point of contact from the writing team who will be in
charge of the application (PI is preferred point of contact).
Determine who submits final to funder once complete and approved.
If doing Annual Progress Report, what financial information do you need from
GCO or SPA (i.e. carryover fund prediction, staff FTE devoted to project for
the reporting period).
FORMULATE A PLAN OF ATTACK
Print out every piece of information: RFA, submission guide, application
package and all required forms.
STUDY these documents. You must follow all instructions to the letter. You
must use exact format as laid out in guidelines.
Develop a plan for the proposed project: what will the activities be? What
staff are required? What type of evaluation is needed? What collaborators
will you involve? Where will the work occur? How many participants will be
Come up with a great title for the project.
Create an outline of the narrative, USING THE HEADINGS PROVIDE in RFA or
the SELECTION CRITERIA, if applicable.
Request eRA Commons ID if needed (Danny Stockdale / email@example.com)
and register for specific electronic submission site, if applicable.
Ask colleague to share successful application for this competition.
Does the agency allow pre-proposals? If so, go for it.
Does the agency provide webinars or other forms of training related to grant
submission? Go for it.
COMPLETE INITIAL COMPONENTS FOR FIRST GCO DEADLINE
HANDY DANDY CDRC PROPOSAL
(NOON 15 BUSINESS DAYS PRIOR TO DUE DATE)
PPQ: download and sign current PPQ)
Write Abstract (usually 1 page only)
Develop Budget (with GCO): the budget dictates everything else:
How many staff, what FTE needed?
Consultants? What to pay them?
Subawards? (need budget and official Letter of Intent from agency
with whom you arrange subaward)
What participant costs are involved? Will you pay incentives? If so,
how many participants does you research design require?
Is cost share required? How and who will provide funds?
Are non-CDRC personnel involved? If so, the PPQ will need to be
signed by that person’s Department.
ARRANGE FOR ANYTHING THAT REQUIRES INPUT FROM SOMEONE ELSE
Nail down any external collaborators:
Give deadline for Letter of Support/Commitment/Agreement
Provide “model” Letter, if needed
Arrange for statistical consultation, if needed (need power analysis to decide
on # participants)
Request Subaward Budget, Letter of Intent, other material as needed per
funder. Provide date material date required; over estimate time required to
Request CVs/Biosketches from staff/collaborators in required format
DEVELOP COMPLETE PACKAGE FOR REVIEW BY GCO/RGC
(NOON 10 BUSINESS DAYS PRIOR TO DUE DATE)
All elements must be in final format (e.g uploaded to site or forms, but NOT
submitted until GCO and RGC give final approval for submission). Use
version control on circulating documents.
Narrative (may be draft)
Biosketches/CVs (in requested format)
Human subjects statement (if applicable)
Letters of support/agreement/commitment
Miscellaneous requirements (e.g. Person Loading Chart, Pending/Current
Support, Staff Availability/Logic Model, etc.)
HANDY DANDY CDRC PROPOSAL
Find someone to critique your draft who will provide honest feedback
Complete narrative. Tell them EVERYTHING they want in the LANGUAGE that
they want you to use and in the ORDER that they request it. Provide all the
facts that are needed, but also write a compelling story.
Be aware of cascading effects of changes to any piece of the application
Refer back to RFA and submission guidelines constantly
Respond to any request for edits from RGC review
3 BUSINESS DAYS PRIOR TO DUE DATE Provide all components to GCO in
final format by NOON. Late applicants will not be allowed to submit.
If grants.gov submission, watch for email confirmation, and log into your eRA
Commons site to track submission. Coordinate response to errors and
warnings with RGC if required.
If required by funder, fax, email or send by US Post any other required hard
copy documents to funder.
Celebrate !!!! Have a beer! Take that honeymoon!
If not funded, RGC requires actual funder notice for their files. Please
forward funder letter to GCO.
If funded, congratulations, go have another beer!!