Proposal Checklists
Wondering what documents are required for your proposal? Find the proposal checklist for your funding mechanism below.
| Sponsor | Mechanism | Proposal Type | Link to 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/R00 | New | Checklist |
| NIH | NIAID DP2 | New | Checklist |
| NIH | R01 | New | Checklist |
| NIH | R01 | Renewal | Checklist |
| NIH | R01 | Resubmission of New Application | Checklist |
| NIH | R01 | Resubmission of Renewal Application | Checklist |
| NIH | R21 | New | Checklist |
| NIH | R35 | New | Checklist |
| NIH | R35 (ESI) | New | Checklist |
| NIH | Shared Instrumentation Grant (S10) | New, Resubmission | Checklist |
| NSF | CAREER | New | Checklist |
| NSF | Standard Grant | New | Checklist |
Biographical Sketches and Current and Pending Support Forms
Need to create a Biosketch or Current/Pending (Other) Support document for an 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 you create and maintain Biographical Sketches and Current and Pending (Other) Support documents for both proposal applications and progress reports. NIH and NSF both require the use of SciENcv.
Resouces:
Biographical Sketch (Biosketch)
Applicants must submit a biosketch as part of the funding application if they are listed as senior/key personnel. The NIH biosketch must be created using 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.
Current and Pending (Other) Support (CPOS)
NIH typically requests an applicant’s CPOS during the Just-in-Time (JIT) process as well as with the submission of Research Performance Progress Reports (RPPR). A CPOS is not usually submitted as part of an application, but one notable exception is the R35.
If you need to create a CPOS, you must do so using SciENcv.
Biographical Sketch (Biosketch)
You must submit a biosketch as part of your proposal application if you are listed as a senior/key person. 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
Resources:
NIH DMS Plan
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. Download the Word template here.
Resources:
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.
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.
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