Proposal Checklists
Senior/Key Personnel Documents
Data Management and Sharing Plans
Boilerplate Descriptions
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Proposal Checklists
Wondering what documents are required for your proposal? Download the proposal checklist for your funding program below.
Note: When you work with the Pre-Award Team on an application, you will receive a tailored checklist for your submission.
| Sponsor | Mechanism | Proposal Type | Link to Checklist |
|---|---|---|---|
| NIH | DP2 | New | Checklist |
| NIH | F30 | New | Checklist |
| NIH | F30 | Resubmission | Checklist |
| NIH | F31 | New | Checklist |
| NIH | F31 | Resubmission | Checklist |
| NIH | F32 | New | Checklist |
| NIH | F32 | Resubmission | Checklist |
| NIH | K99 | New | Checklist |
| NIH | R01 | New | Checklist |
| NIH | R01 | Renewal | Checklist |
| NIH | R01 | Resubmission | Checklist |
| NIH | R21 | New | Checklist |
| NIH | Shared Instrumentation Grant (S10) | New, Resubmission | Checklist |
| NSF | Standard Grant | New | Checklist |
| NSF | CAREER | New | Checklist |
| NIH | R35 | New | Checklist |
Senior/Key Personnel Documents
Need to create Senior/Key Personnel documents for an NIH or NSF application? Use the links below to get started.
Science Experts Network Curriculum Vitae (SciENcv)
SciENcv is an online tool from the National Library of Medicine that helps researchers create and maintain Biographical Sketches, Other Support documents, and Current and Pending (Other) Support documents for proposal applications and progress reports. Applicants to the National Science Foundation are required to use SciENcv. Applicants to the National Institutes of Health will be required to use SciENcv starting on May 25, 2025.
Helpful Resouces:
Biographical Sketch (Biosketch)
Applicants must submit a biosketch as part of a proposal application if they are listed as senior or key personnel. Senior/key personnel currently have two options to create their biosketch: (1) using NIH’s approved Word template and (2) using SciENcv. To reduce the administrative burden on applicants, we recommend that Dunlop School researchers use SciENcv. However, starting May 25, 2025, all applicants will be required to use SciENcv.
Note: There is a different biosketch format for fellowship applicants. If you are submitting a fellowship application, make sure to use the correct template.
Other Support
NIH typically requests an applicant’s Other Support during the Just-in-Time (JIT) process and with the submission of Research Performance Progress Reports (RPPR); Other Support is not usually submitted as part of the application. To create their Other Support, applicants should use the approved NIH Word template. Starting May 25, 2025, Other Support will be replaced by Current and Pending (Other) Support, which will be created using SciENcv.
Biographical Sketch (Biosketch)
Applicants must submit a biosketch as part of the funding application if they are listed as senior/key personnel. The NSF biosketch must be created using SciENcv.
What to Include
Information about an individual’s education and training, their appointments and positions, and other information that helps NSF assess how well qualified the individual is to conduct the proposed activities.
Synergistic Activities
Previously part of the biosketch, this information must now be submitted as a separate one-page PDF document for senior/key personnel.
What to Include
A list of up to five distinct examples that demonstrate the broader impact of your professional and scholarly activities, focusing on the creation, integration and transfer of knowledge.
Current and Pending (Other) Support
Applicants must submit Current and Pending (Other) Support (CPOS) as part of the funding application if they are listed as senior/key personnel. The CPOS must be created using SciENcv.
What to Include
Information on all current and pending support for ongoing projects and proposals. This document contains a list of an individual’s proposed and active projects and sources of support.
Collaborators and Other Affiliations
Applicants must submit Collaborators and Other Affiliations (COA) as part of the funding application if they are listed as senior/key personnel. The COA must be created using the NSF approved Excel template.
What to Include
A table (in the template linked above) of an individual’s collaborators, such as their advisors, co-authors and students.
Data Management and Sharing Plans (DMS Plans)
Need to create a DMS Plan for an NIH or NSF application? Use the links below to get started.
What is a DMS Plan?
A DMS Plan describes how scientific data that is generated during a project will be stored, managed, and shared. Such a plan is required for most NIH and NSF applications, and each funding agency has specific instructions to conform to its policy. These plans are typically two pages or less in length.
Your data should be FAIR.
To conform to funding agency policies, scientific data should be Findable, Accessible, Interoperable, and Reusable. Therefore, you will want to incorporate these principles into your DMS Plan. Review the FAIR principles here.
What is DMP Tool?
DMP Tool is a web-based tool created by the California Digital Library to help researchers create data management plans. This tool is free for all UC Irvine affiliates. DMP Tool allows researchers to do the following:
- View sample data management plans
- Preview funder requirements
- View the latest changes to their plans
- Create an editable document for submission to a funding agency
- Accommodate different versions as funding requirements change
Helpful Resources:
NIH DMS Plan Template
An NIH project that generates scientific data must have a DMS Plan. The plan describes how the investigator will share, provide access to, and preserve primary data. Use the template below to get a head start on your NIH DMS Plan.
Helpful Resources:
Data Management and Sharing Policy (nih.gov)
Writing a Data Management & Sharing Plan (nih.gov)
Data Management and Sharing Plan Format Page | grants.nih.gov
NSF DMS Plan
Investigators who are funded by NSF must share primary data, samples, physical collections, cirriculum materials, and other materials that were collected under their NSF award. In an NSF proposal, applicants must create a Data Management and Sharing Plan document that describes how they will share their generated data and materials. In particular, applicants should explain the standard that will be used for data and metadata, policies for data access and sharing, policies for data reuse and distribution, and plans for storing data, samples, and other research products.
Helpful Resources:
Boilerplate Descriptions of UC Irvine Facilities and Resources
Successful proposals describe relevant facilities and resources that will be used for the proposed project. Click the links below to view boilerplate descriptions of common UC Irvine facilities and resources. Don’t see the description that you need? Email the Dunlop School Research Development Team at bio-research@uci.edu for assistance.
Note: You must be logged in as a UC Irvine affiliate to view the descriptions. If you are not logged in, clicking on a link will take you to the login page.