University of Michigan U-M Health System School of Nursing

University of Michigan Medical School

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.

Public Health Service 398 Research Applications (NIH)
Other Federal Research Applications
Foundations
Corporations (Investigational Drug/Device Studies)
Corporations (Research)
Other Schools' Applications with Medical School Involvement
Material Transfer Forms

NIH Applications

For All Projects Except K Awards…See Below

PHS 398 PROPOSALS	SF 424 PROPOSALS
ePAF (3 Pages) 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	ePAF (3Pages) 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 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.

NIH Career Development Awards
For K01, K02, K05, K07, K08, K12,K22, K23, K24, K25, K26, K99/R00

PHS 398 PROPOSAL
ePAF (3 Pages) Face Page Abstract Page Key Personnel Page Budget for Entire Project Period Budget Justification Modified Other Support (for mentored K Awards) Resources Statement from Mentor Environmental and Institutional Commitment to the Candidate Checklist

Other Federal Research Applications:

For all other types, Generally Required:

ePAF
Face Page
Abstract
Budget Forms as required by agency
- Budgets for Consortium/Contractual Arrangements (if applicable) with institutional sign off
Budget Justification
Other Support pages
Resources

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.

Copy of the sponsor guidelines or web link listed on ePAF
ePAF
Face Page
Abstract/Statement of Work
Budget Forms
Budget Justification
Other Support pages
Resources

Corporations (Investigational Drug/Device Studies):

ePAF
Internal Budget on how the funds are projected to be spent (Usually a 7471)
Rough Draft of the contract that indicates sponsor's proposed funding
Protocol showing research to be done

Corporations (Research):

ePAF
Copy of application as being submitted to the Sponsor
Budget as proposed to Sponsor
Statement of work or proposed research

Other Schools' Application with Medical School Involvement:

ePAF (with Medical School department sign off)
Abstract/Statement of Work
Budget Forms as required by agency
Budget Justification
Biosketches
Other Support pages (for Medical School faculty only)
Resources

Material Transfer Forms:

MTF Page 1
MTF Page 2 - including brief description of material use
Draft of agreement between sending institution and the University