Skip to main content Skip to secondary navigation

Compliance protocols MUST be approved and linked in SeRA to a SPO project record prior to award acceptance. 

See ORA's Award Acceptance Resources for additional information.

SeRA Proposal Development & Routing Form

Main content start

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.

SoM PIF Tutorial Video

SoM PIF User  Guide for PIs

SoM PIF User Guide for Staff

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

PDRF Preparation Guide

Fellowship PDRF Guide

Progress Report PDRF Guide - For  projects that require project progress reports to be submitted by an institutional official to trigger subsequent year's funding

Supplement PDRF Guide

Renewal PDRF Guide

Resubmission PDRF Guide

University Research PDRF Guide

PI PDRF Approval 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.

IDC Waiver Guide

Budget Details Quick Guide

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 Edits that can only be made when a 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


Need further SeRA assistance? Have questions, feedback, or are experiencing other issues? Please submit a HelpSU ticket to the SeRA Support Team by clicking HERE, and a SeRA Support Analyst will contact you shortly.


<< Back