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Proposal Preparation

Proposal Review and Submission

Sponsored Projects requests all proposals, regardless of sponsor or submission method, should be submitted to the sponsor (i.e. push the button) at least 48 hours prior to the sponsor imposed deadline.  This UCSB Proposal Deadline is being enacted to allow SPO, departmental staff, and PI(s) adequate time to address any possible submission issues prior to the sponsor imposed deadline.

Additionally, we have increased the length of time needed by SPO for proposal review to five (5) business days.  This amount of time is needed to allow SPO to review the proposal and communicate review comments to the department, and allow the department and PI(s) enough time to address needed changes prior to the UCSB Proposal Deadline.

For your convenience, we have provided the following quick reference guide illustrating an example of this timeline.

We require that proposals submitted in response to Requests for Proposals (RFPs) are submitted ten (10) business days prior to the submission deadline and the RFP itself (guidelines) be received two (2) weeks prior to the deadline, since RFPs frequently require the campus to take exception to proposed award terms at the time of submission (including terms that may injure the research effort).

Only certain individuals have the authority to submit proposals and accept awards of extramural grants and contracts. Sponsored Projects has been entrusted with the authority, on behalf of the Santa Barbara campus and the University of California, to certify that proposals are consistent with University policies and promises made in proposals can be honored if the project is funded. For more information see campus policy on submission of proposals (Research Circular A.1).

Proposals requiring a 700-U, 800-U, and/or 900-U Financial Conflict of Interest Disclosure Forms cannot be signed or submitted to the sponsor without Sponsored Projects Office receipt of all required signed disclosure forms.  For additional information, please refer to the Conflict of Interest webpage and Quick-Glance - Sponsored Projects COI Reminders for Campus.

When submitting a proposal for review, include:

1. OR Information Sheet
2. One copy of proposal (including detailed budget)
3. A Data Sheet (prepared in ORBiT)
4. A copy of the sponsor's guidelines.
5. Additional documentation as applicable: Financial Disclosure Forms, Form 99, Subaward documents and forms, Commitment Memos etc. See the proposal submission matrix for more information about which forms to submit.