Proposal Routing Procedures
Proposal Endorsement:
The first step for any PI should always be to discuss prospective projects with the appropriate Department Chair and School Dean to obtain school level support before proceeding with the development of a proposal. In order to ensure that the resources needed to successfully complete a project are available, proposals for external funding must be endorsed by the appropriate Sonoma State University administrative officials before submission. The Proposal Endorsement Form (PEF) (download now) is available in the ORSP office in Stevenson 1050. The completed PEF, along with the project budget, abstract, and the sponsor’s RFP, is routed by ORSP for review and approval. Please deliver the required routing documents to ORSP at least of ten working days prior to the submission deadline to allow for timely approval. See ORSP's Pre-Award Procedure Manual for details.
Required reviews and approvals:
- Principal Investigator (required)
- Department Chair (recommendation, obtained by the PI)
- School Dean (required, obtained by the PI)
- Information Technology (administrative review)
- Capital Planning (administrative review)
- Procurement (administrative review)
- Human Services (administrative review)
- Faculty Affairs (administrative review)
- Chief Financial Officer or designee (required)
- President or designee (required)
Contact ORSP as early in the proposal development process as possible
to assure smooth and timely endorsement routing.
PIs should carefully review SSU policies and procedures on grants and contracts and related issues before developing proposals. See ORSP’s Policy page for a complete list of relevant policy documents.
