SeRA Proposal Development & Routing Form
Proposal Routing
For proposals submitted through the School of Medicine’s Research Management Group (RMG), the PI/ department should complete a Proposal Intake Form (PIF) in SeRA and submit to RMG for intake and processing (recommended at least 30 days in advance of the sponsor deadline). The Research Process Manager (RPM) will then follow up with a draft budget, internal deadlines, and proposal guidance as needed.
For proposals submitted through the Office of Sponsored Research, the PI/ department should complete a Proposal Development Routing Form (PDRF) in SeRA and submit to OSR for intake and processing in accordance with the Stanford internal proposal deadline policy.
Proposal Development Routing Form (PDRF) Guides
Progress Report PDRF Guide - For projects that require project progress reports to be submitted by an institutional official to trigger subsequent year's funding
University Research PDRF Guide
Other Stanford Investigator PDRF Approval Guide - ALL participating Stanford faculty whose effort is budgeted and/or cost shared on a proposal and senior/key personnel that are Stanford personnel, but NOT faculty i.e., Academic Staff Researchers, Snr. Scientists, post docs etc. MUST approve their participation in a proposal and certify the completeness and accuracy of their proposal contents.
PDRF Cost Sharing Section Guide
Default PDRF Approvers and FYIs Guide
When PDRFs are Returned for Edits
When a PDRF is being routed for approval each approver e.g. participating investigators, staff approvers, and institutional officials have the option to return the PDRF for either Minor or Major Edits.
When a PDRF is returned to an administrator for Minor Edits all PDRF fields can be edited EXCEPT the following which can only be edited when the PDRF is returned for Major Edits.
| PDRF Page | PDRF Field/Question |
|---|---|
| PI and Project Location | Listed PI |
| PI and Project Location | Is all of the PI's effort charged directly to this project? |
| PI and Project Location | How is the effort being accounted for? |
| Admin & Sponsor Details | Sponsor |
| Project Personnel | SLAC Personnel - since the inclusion of SLAC personnel requires routing through the SLAC Proposal Advancement Office |
| Budget Questions | Does this project include cost sharing? |
| Project Questions | Will any SLAC personnel (paid by SLAC) be paid by this project? - since the inclusion of SLAC personnel requires routing through the SLAC Proposal Advancement Office |
| Approvers & Comments | Approvers i.e., adding or deleting |
| Approvers & Comments | FYIs i.e., adding or deleting |
| Approvers & Comments | Institution Official - Name and Office |
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