Routing Checklists : UMMS Requirements/Applications

Use the following as guidelines for what to include (original plus one copy for our office) when submitting to the Grants Office for review.The categories are listed by type of application.

For any application turned in to the Medical School, the following general rule should be followed: For review, we need a copy of everything administrative or nonscientific plus a statement of work.

NIH Research Applications

PHS 398
PROPOSALS
SF 424
PROPOSALS
  • Routed in eRPM
  • PHS Application
  • Multiple PI Page
  • Abstract/Performance Site
    Key Personnel
  • Detailed Budget for Initial Period
  • Budget for Entire Proposed Project
  • Budgets for Consortium/Contractual Arrangements with institutional authorization
  • Budget Justification
  • Resources/Equipment Page
  • Checklist
  • Any required Multiple PI Plan

  • Routed in eRPM
  • SF 424 Application
  • Senior/Key Personnel Profile
  • Other Project Information
    • Abstract Attachment
    • Project Narrative Attachment
    • Facilities Attachment
    • Equipment Attachment
  • Performance Site Location (s)
  • PHS 398 Cover Page Supplement
  • Detailed (Traditional) or Modular Budget
  • Budget Justification
    • Narrative Budget Justification for any variation in the number of modules requested
  • Budgets for Consortium/Contractual Arrangements with institutional authorization
  • PHS 398 Checklist
  • Any required Multiple PI Plan

For Modular Proposals: Please document all items that were excluded from the indirect cost calculations on the PAF form under the Notes section. All items should be listed individually.

Additionally for NIH Career Development Awards, include:
(For K01, K02, K05, K07, K08, K12,K22, K23, K24, K25, K26, K99/R00)

Career Development
  • Modified Other Support of mentor
    (for mentored K Awards)
  • Statement from Mentor
  • Environmental and Institutional
    Commitment to the Candidate
  • Dr aft of training plan

NIH Institutional Training Grant Applications:

Other Federal Research Applications:

For all other types, Generally Required:

Foundations:

As there are no standardized instructions for foundations, the following is a guideline of sections to include for the Grants Office, if required by sponsor.

Corporations (Investigational Drug/Device Studies):

Corporations (Research):

Other Schools' Application with Medical School Involvement:

Material Transfer Forms:

Note:  Not all MTFs are required to go through Dean’s Office for signature.  Consult the ORSP (formerly DRDA) Project Representative or your department administrator for details.

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