Life Cycle Steps

2. Proposal Development


  • PI/Department Administrator (DA) obtains and reviews sponsor guidelines and funding opportunity deadline dates. PI/DA determines if funding opportunity is a limited submission.


PI/DA reviews the award mechanism (e.g., Grant, Cooperative Agreement, Contract, Purchase Order, Pharmaceutical Contract).

  • PI/DA contacts Sponsored Research at the beginning stage of proposal preparation for assistance in interpreting and adhering to guidelines, policies, deadlines and F&A calculations.

  • PI informs DA and Sponsored Research if proposal will be a new application, a resubmission or a non-competing continuation.

  • PI/DA gathers boiler plate information for the Department/College and institutional data for USF.

  • PI develops goals and research plan and/or scope of work (technical proposal).

  • PI identifies need for subcontracts, consortia agreements, letters of support, etc., as applicable.

  • PI identifies any prospective sources of program income, as applicable.

  • DRA proofreads and edits the technical proposal, as necessary.

  • PI/DRA/Sponsored Research develops the budget (e.g., detailed, modular, spreadsheet) and budget narrative.

  • PI consults with department and college leadership (Chair/unit head) to discuss use of space and personnel on the proposed project and seeks approval.

  • PI identifies compliance issues and needs should the project be funded (e.g., biohazards, radioactive materials, human subject protection, HIPAA, laboratory animals, diving safety, export controls).