“Pre-Award” constitutes anything that facilitates a proposal's creation and submission, prior to the award being received.

Services include:

Preparing a schedule

• Provide proposal component checklist

  • Create internal deadlines for proposal components

  • Determine timelines for internal coordination with other departments

  • Collaborate with other institutions and collect subawardee documents

Managing documentation

• Provide institutional documentation including non-profit status, F&A rate agreement, and financial records 

• Create Coeus record and if required, create a record in sponsor portal

  • Request basic information from PI to start the Coeus record/proposal application (including PI name, submitting unit, project title, project abstract)

• Solicit and collect internal proposal documents

  • PI COI

  • PI eligibility form (if required)

  • Cost share commitment form (if required)

• Collect collaborator/PI CVs, COI’s and letters of commitment

• Assist with or prepare nonscience documents including:

  • Biographical Sketch

  • Current and Pending Support

  • Facilities and Other Resources

Organizing budget information

• Budget preparation

  • Review the grant announcement to see if there are special budget restrictions or requirements including budget limits, salary cap, salary charge limit for key personnel, allowed or unallowed costs, indirect costs treatment

  • Draft budget for PI for review

  • Format the budget into both the sponsor’s requested format and Coeus format

  • Assist with drafting the budget narrative, and ensuring it lines up with the budget

Supporting compliance and submission

• Ensure compliance with all sponsor, federal, and University policies and guidelines

• Route proposal to OSP for review and approval

• Create/submit subaward order forms

• Gather materials and prepare JIT