Proposal Checklist Template
Item (check the RFP re requirements) |
Features |
(Draft) Deadline |
Who is Responsible (example) |
Proposal deadline |
[Look to RFP and agency proposal guide for help with this column] |
[dates] |
Lead author/ PI |
Proposal Forms |
[forms ID #s or location] |
[date] |
Proposal assistant |
Budget/Narrative, Budget Forms / Subawards |
[# yrs, max $, match?, allowed F&A] |
[dates] |
Budget author |
Letter of Intent/ Abstract/ Proposal Summary |
[length, margins & font, required components] |
[dates] |
Lead author/ PI |
Proposal Narrative |
[length, margins & font, section headers] |
[dates] |
Lead author/ PI |
Biosketches/Resumes /Profiles |
[form/format] |
[dates] |
All co-Investigators |
References |
[format] |
[date] |
Lead author/ PI |
IRB documentation / forms |
[description? approval?] |
[dates] |
Lead author/ PI |
Current & Pending |
[format] |
[dates] |
All co-Investigators |
Conflict of Interest |
[format] |
[dates] |
All co-Investigators |
Letters |
[from whom] |
[dates] |
Who will draft? |
Facilities, Institutional Resources |
[format] |
[dates] |
Proposal assistant with multiple contributors |
Logic Model |
[format] |
[dates] |
All co-Investigators |
Data Management Plan (Data & Safety Monitoring Plan) |
[format] |
[dates] |
Lead author/ PI |
Resource/Data Sharing Plan |
[format] |
[dates] |
Lead author/ PI |
Leadership Management Plan / Consortium Arrangements |
[format] |
[dates] |
Lead author/ PI |
Required Attachments |
[list] |
[date] |
Proposal assistant |
Table of Contents |
[format] |
[date] |
Proposal assistant |