Capital Needs Form

The OER supports the development of grant proposals from start to finish. OER staff help facilitate the submission process through the appropriate mechanisms and serve as liaison to various university offices such as the Division of Sponsored Programs, Contracts and Grants, and Institutional Review Board. OER staff also can assist with project design and budget development, provide feedback on proposal drafts, and prepare tables, figures, reference lists, and appendices.

OER staff will help guide you through the various requirements and resources.

    PI Name:

    Submitting Department:

    Enter name of other department below:

    Submission Deadline (For calendar view, click icon on the right side of the box below):

    Is this a published/hard deadline or a target deadline?

    Proposal Title:

    Sponsor Name:

    Is UF a subcontractor?

    Who is the originating/prime sponsor (where the lead is submitting the proposal)?

    Project Start Date:

    Project End Date:

    Type of Application:

    Are there any sub-recipients?

    Please list sub-recipients below

    Competition Title:

    Link to RFP:

    Published IDC rate:

    Add Co-PIs and Co-PI Affiliation (i.e. include the Co-PI's college, department, school, or company):

    Indicate the type of proposal:

    If training, I have discussed the details of my proposal's academic support and/or coursework requirements with my school director and have secured their approval prior to submitting a Capital Needs Form.

    Will your research involve human subjects?

    Have you applied for IRB approval?

    Enter the Protocol/Determination Identifier below:

    Is this work on an NIH clinical trial or prospective observational clinical research?

    Does your grant/contract have matching requirements?

    Enter requirements and anticipated source(s) of match below:

    Do you expect to have assigned office/work space (beyond your already existing office or lab space) for the project in the COE?

    Do you have any foreign activities or interests to report?

    Describe your foreign activities or interests below:

    What additional proposal development services will you require for this proposal? Note: you must allow for a minimum of 10 business days ahead of the OER submission deadline for these services. Additional support is assigned on a first-come, first-served basis. OER staff will be assigned to you as available, and they will contact you to coordinate support.

    Enter other support needed below:

    Do you anticipate needing research/project coordination services if this project is funded?
    YesNo

    Email:

    Not a valid email. Please enter a valid email.

    Phone Number (enter best number to reach the PI):

    Not a valid phone number. Please enter a valid phone number.

    I agree to comply with the Office of Educational Research (OER) and Division of Sponsored Programs (DSP) proposal submission policies and deadlines.

    Proposal Deadline Policy

    UF Division of Sponsored Programs (DSP):

    Submit-ready proposals must be submitted to DSP by 9 a.m. one business day prior to the sponsor's published submission deadline to be considered on-time by DSP. See "submit-ready" FAQ #7 for more information.

    COE Office of Educational Research (OER):

    OER Service Request Deadline Policy

    The Capital Needs Form must be submitted at least 10 business days prior to OER's deadline to best serve all COE faculty.

    Additional proposal development services must be requested at least 10 business days prior to OER's deadline. Additional proposal development services include securing boilerplate materials, reference list formatting, guided biosketch document development, and guided current & pending document development.

    OER Proposal Deadline Policy

    Submit-ready proposals and all supporting components of a completed proposal (e.g., subcontract proposals, cost share commitments, approved budget, budget justification) must be submitted to OER by 9 a.m. three business days* prior to DSP's deadline. PIs are served on a first come, first served basis and OER prioritizes the most urgent deadlines to best serve our PIs.

    *For efforts such as IES and NSF when the college typically has multiple proposals, OER will offer PIs a schedule for submission that may be earlier than two business days prior to DSP's deadline.

    By checking this box, I confirm that I have discussed the proposed activity (including, where relevant, FTE, request for cost share, curriculum development, coursework requirements, and any other matter or matters that might impact the school/center) with and received approval from my school/center director. If a school/center director myself, I have considered the impact of these matters for my unit.

    Signature:

    Proposal Expenses

    All expenses such as those listed below should be included in the proposal budget if needed for the project and allowed by the funding agency unless otherwise negotiated with the school, college, or university.

    Personnel/Human Resources

    • Project Director, Coordinator, or Manager
    • Graduate Assistant(s)
    • Consultant(s) (e.g., experts in field)
    • Receptionist/Secretary
    • Post Doc(s)
    • Methodologist/Statistician
    • Post-Award Management (e.g., Fiscal Assistant)
    • External Evaluator

    Facilities Services Resources

    • Secured Data Cabinet
    • Storage Space
    • Training Sites

    Communications

    • Postage
    • Phone Conference Lines

    Consultant/Participant Support

    • Travel
    • Stipends (e.g., for participants)
    • Materials (e.g., books for training)

    Research Team Support

    • Travel
    • Office Supplies

    Technology Support

    Support for technology (beyond the typical) required for the project should be included in the budget if allowed by the funding agency. Contact E-Learning, Technology, and Communications Services (ETC), Distance Education (DE), or Information Technology (IT) to determine applicable costs to the project budget.