| PRE-AWARD SERVICES | PREFERRED TIMELINES |
| FUNDING IDENTIFICATION & PLANNING | |
| Research agenda planning | Ideally upon joining university & ongoing |
| Brainstorm and devise funding strategies | |
| Identify relevant funding opportunities | |
| Provide relevant funding landscape snapshot(s) (internal, federal, state, private, etc) | 6+months before funding is needed or sponsor deadline |
| FUNDING OPPORTUNITY REVIEW, PREPARATION, & DEVELOPMENT | |
| Participate in project planning | 3+ months before sponsor deadline |
| Deconstruct guidelines (e.g., eligibility requirements, proposal details, sponsor timelines, submission instructions, etc.) | |
| Identify sponsors’ missions and programmatic priorities; match to project details | |
| Provide templates (sponsor/project specific) | |
| Create checklist(s) for proposal content | |
| Develop submission plan ( program coordinator meetings, coordinate with collaborators, across institutions, etc.) | |
| Schedule collaborative meetings as project develops | |
| Draft budget (allowable costs, cost-sharing, salaries, indirect costs, fringe rates, subawards, etc.) | |
| Provide guidance on funding requirements: Data Management Plan (DMP), broader impacts, sponsor-specific requirements, etc. | |
| Review budget justification drafts & updates for consistency and accuracy | |
| Copyedit/proofread (punctuation, sentence structure, clarity, readability, etc.) | |
| PROPOSAL SUBMISSION | |
| Internal systems assistance (kuali/IRB/etc) | 2+ months before sponsor deadline |
| External systems assistance (uploading/submitting to funder) | |
| Review budget & justification for consistency and accuracy | |
| Provide feedback on proposal narrative | |
| Review final proposal documents for compliance and completeness | |
| Ensure institutional requirements are met (e.g., Kuali, 3-day rule) | |
