Pre-Award Grant Processing Checklist

University of Massachusetts Medical School - Emergency Medicine
RF requires 6 business days to review materials

Download checklist

PI is responsible for:

• Meeting with Dept Admin 10 weeks before due date, or earliest possible
• Providing Admin with PA/RFA/Sponsor Guidelines
• Signing Proposal Routing Form (prepped by Admin) (PeopleSoft)
• Abstract
• UMass multiyear budget spreadsheet (collaborate with Admin)
• Detailed budget of Year 1 (PHS 398 or SF424), if required (collaborate with Admin)
• Future years budgets (PHS 398 or SF424), if required (collaborate with Admin)                                                
• Budget Justification (complex example); (basic example); (modular example)
• Statement of Work for all Key Personnel
• Biosketches (key personnel) (example)
• Resource Page(facilities)(example)
• If K-Award, then additional materials are needed (K-Award checklist)  (links found within K-Award Checklist:  Other Support Instructions and an Example)
• If clinical trial, then additional materials are needed (Clinical Trial Checklist)

Administrator is responsible for:

• Face Page (if required)
• Obtain contact info for all Key Personnel
• Checklist Page (PHS 398, if requested); Split-Rate Checklist Page - One Year; Split-Rate Checklist Page - Two Years
• Subrecipient Package (Provide consortium institute with the following information in addition to the checklist:  Title, UMass and Sponsor due dates, Project dates, FOA#, Applying Institute, and Mechanism).
• Make sure that all Summary Disclosure of Financial Interests Form (SDFI) are done (UMass key personnel only)
• Any other documents required by UMass or sponsor
• When budget is complete and approved by PI, get signatures for RF (signatures include PI, all Co-I, Financial Administrator, EM Chair, and other department chairs),then review CAYUSE and send to PI for Final Approval.