Long Description of Timeline Chart
Proposal Timeline and Responsibility Chart
Bolded text indicates primary responsibility for task. Please note that proposals will ideally work on a much longer timeline and this timeline represents the absolute minimum time required for provision of services.
The figure is a vertical line with various stages bounded by a number of weeks. A circle with "Client Intake" is positioned at the top of the vertical line. A stop sign is positioned at the bottom of the vertical line.
The following stages appear to the left of the vertical line:
4 Weeks Out
- PI reads RFA carefully and discusses project with research team
- PI notifies (choose applicable) Dept. Acct., Pre-Award, and FM of impending submission
- PI provides link of RFA to the above + list of personnel on the project and their role
- Pre-Award sets up working folders and shares with the team
- Pre-Award to provide PI with a checklist of required docs, the current guide(s), and docs required for sub-awardees/collaborators
3 Weeks Out
- Pre-Award to provide PI with templates and examples + download current forms (SF-424 etc.)
- Pre-Award to connect PI to any helpful people or programs in the Research Network (see chart)
- Pre-Award to advise PI to seek review from senior colleague or expert on tech. content
- Pre-Award to suggest additional staff needed for project and provide contact info (evaluators, experts, etc.)
- PI to contact any needed personnel
- Dept. Acct. to provide PI with any needed info (salary, dept. fringe, etc.)
2 Weeks Out
- PI to draft project narrative and provide to team including Pre-Award
- Fiscal manager to help PI with budget docs (all)
- Pre-Award to review budget against project to check for fit and appearance
- PI to access doc templates and begin adding content
- PI to send any prepared docs to Pre-Award for review, edit, and upload
- Pre-Award will review, edit, and make suggestions to all docs and save under new file name
1 Week Out
- Pre-Award or Dept. Acct. to fill out any forms (SF-424s, cover sheet, etc.) using the OSP Info Sheet and PI/Co-PI CVs
- Pre-Award to collect any institutional documents and/or signatures needed and ensure all subaward forms have been received, reviewed, and uploaded to folders/package (5 days before deadline)
- PI will review and make final edits to any docs prepared by Pre-Award
Three Days Before (72-hour rule)
- PI to provide final package for review and submission to fiscal manager via ePCF (3 days before deadline)
- Fiscal manager to review documents and budget against RFA and for compliance
- Fiscal manager to notify PI of any missing or incorrect documents
- PI to make corrections and submit revisions to fiscal manager for upload via "Transfer Agency Files" feature in ePCF
- Fiscal manager to submit proposal and provide team with notification of submission