Proposal Preparation: Forms, Checklists & Templates
Be prepared.
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Proposal Preparation
GETTING STARTED
The minimum documents required for beginning a proposal include:
- Proposal Submission Request (PSR)Ìý Note: Effective January 15, 2024, all PSR forms are completed online through infoEd.Ìý
- Online PSR User GuideÌýUpdated 1/2024
- Offline PSR Certifications Form
- Cost Estimation ToolÌýUpdated 07/2024ÌýNote: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.Ìý
- Cost Estimation Tool Business ProcessesUpdated 06/2019
- Budget Justification TemplateÌýUpdated 07/2024Ìý(Note: only required by OCG if sponsor requirement) andÌýChecklistÌý
Please refer to the Detailed Proposal Process for moreÌýinformation on developing your proposal with your assigned OCG Proposal Analyst.Ìý
FORMS
- Proposal Submission Request (PSR)Ìý Note: Effective January 15, 2024, all PSR forms are completed online through infoEd.Ìý
- Online PSR User GuideÌýUpdated 1/2024
- Offline PSR Certifications Form
- Request for Externally Sponsored Student Design Project
- Indirect Cost AddendumÌýUpdated 03/2021
- Indirect Cost Reduction or Waiver Request
CHECKLISTS
- NSF:
- NIH:Ìý
- NIH Required Documents R01/R03/R21 PI ChecklistÌýUpdated 01/2024Ìý
- NIH Proposal Submission Review ChecklistÌýUpdated 01/2024
- NIH NRSA Fellowship Proposal Review Checklist
- NASA:
BUDGET SPECIFICÌýTEMPLATES & SAMPLES
- Budget Justification TemplateÌýUpdated 08/2024
Cost Estimation Tool - formerly Account Code Budget Template
- Cost Estimation ToolÌýUpdated 07/2024ÌýNote: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.
- Cost Estimation Tool Business ProcessesUpdated 06/2019
NIH Budget Templates
- NIH Cost Estimation ToolÌýUpdated 08/2024Ìý Note: If old version is downloaded (check cell A215 for version date), please try clearing your cache and re-downloading.
- NIH Modular Budget TemplateÌýUpdated 10/2023
- NIHÌýAdditional Narrative Justification TemplateÌýNew 09/2023Ìýwith new DMS requirements
- NIH Fellowship F Series Budget TemplateÌýUpdated 06/2024
NASA Fellowship/Student Research Grant Budgets​
Lab Venture Challenge Budget Template
OTHER TEMPLATES & SAMPLES
- CU Boulder's Safe & Inclusive Working Environment for Off-Campus or Off-Site Research Plan TemplateÌýUpdated 05/2023
- Instructional Guide: NSF Biosketch and Current and Pending Forms, SciENcv
- NIH Authentication of Key Biological and/or Chemical Resources
- Statement of Work Template
- Facilities TemplateÌýNew 10/2021
SUBCONTRACTING PROPOSAL DEVELOPMENT
- Subrecipient Commitment FormÌýUpdated 01/2024
​A select list of universities do not need to provide the Subrecipient Commitment Form. For more information,Ìýread the news articleÌýand/or go to the website. - Subrecipient Statement of Collaborative IntentÌýUpdated 10/2022
​A select list of universities may provide a Statement of Collaborative Intent (also known as a "Letter of Commitment") in place of the Subrecipient Commitment Form. For more information, read the news articleÌýand/or go to the website. - Subrecipient China Assurance Form
- Subrecipient Review FormÌý Updated 04/2022
- Vendor vs. Sub Determination FormÌýUpdated 03/2017
- Sub Agreement/Vendor/Consultant Decision Tree
- Sole Source JustificationÌý(Procurements Only; required for subcontracts on proposals)ÌýUpdated 02/2017
Did you receive an award?
Email it right away to ocg@colorado.edu for processing.
Find your department's Proposal Analyst in the Unit Directory.