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PROPOSAL ROUTING. The Info Sheet and the Pink Sheet. Why Route?. ORS authority to submit proposals is garnered through the routing process. Signature Authority vests with those authorized by the Board of Regents. The Info Sheet. http://research.ou.edu/proposal/infosheet/Infosheet_2004.asp
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PROPOSAL ROUTING The Info Sheet and the Pink Sheet
Why Route? ORS authority to submit proposals is garnered through the routing process. Signature Authority vests with those authorized by the Board of Regents.
The Info Sheet • http://research.ou.edu/proposal/infosheet/Infosheet_2004.asp • New/Preliminary Proposal • Revise Submitted Budget • Renewal/Supplement
Proposal Info Sponsor Info Program Deadline Date Urgency (Hard or If Possible) Type of Deadline (Receipt or Postmark) Submission Details Title Keywords Project Period Project Type New Preliminary Guidelines Sponsor Address Method of Delivery Number of Copies The Info Sheet
Personnel Info Status Credit for Research (total for all personnel must equal 100%) Credit can be split between departments Contact Information Phone Fax Email Address Email copy of Form to PI Different Contact The Info Sheet
Project Information Tulsa Related Authorized Center Double SRI Energy Related Flow Through Money Space/Lab Requirements Renovation Equipment Special Facilities Normal Utility Use New Academic Programs Potential Conflicts of Interest Mesonet Data Supercomputing Resources (OSCER) The Info Sheet
Intellectual Property Information Export Regulation Compliance Compliance Information The Info Sheet
Info Sheet • Subcontract Information • OU has a subcontract to another institution or company • OU is receiving a subcontract from another institution or company • Subcontractor Information • PI • Authorizing Official
Info Sheet • Budget Information • Funding Limitation • Required Cost Sharing • Cost Sharing Sources • Limitations on F&A Recovery • F&A Rate to be used • On-Campus or Off-Campus • SRI Split (must be according to appointment) • Remarks
Materials Needed to Route • Abstract/SOW • Detailed Budget • Budget Justification/Narrative • Forms Requiring Signatures • Documentation of Cost Sharing • Subcontractor Information • Letter of Commitment • Abstract/SOW • Detailed Budget • Budget Justification
Approvals Needed to Submit • Chair/Department/School Level • College Level/Dean • Special Considerations • Conflict of Interest • Center Proposals • University Authorization
PI Eligibility • http://research.ou.edu/about/PI_Eligibility_Policy.html • Must be a permanent faculty or staff member • Individuals employed by OU but not on a permanent basis may serve as a PI if: • Permanent faculty or staff member is named as a Co-PI and account sponsor and will accept responsibility for the project, or • The chair/director of the unit through which the work will be conducted accepts responsibility
Sponsored Research Incentive Program • http://research.ou.edu/about/SponsoredResearchIncentive.html • 18 Percent to PI Department • 2 Percent to PI College • Special Consideration if F&A has been Returned to the Project • Double SRI – 20 Percent to the Center
Double SRI Program • http://research.ou.edu/about/SponsoredResearchIncentive_Dbl.html • Submitted by and from an Approved Center • Interdisciplinary • Full Recovery of F&A • Complete Narrative Available for Review • Approved by Provost and VPR prior to submission (no VPR cost match) • Justification as a Center Proposal
Final Thoughts • Proposals are a deadline business • ORS can only meet deadlines it is aware of • Faculty members are integral part of our process • ORS review ensures faculty members will not have any unpleasant experiences at award stage • The Infosheet is our vehicle for managing deadlines and workflow