All forms and templates mentioned can be obtained from the Office of Research Services (ORS) or on the iLearn Office of Research Community.

1. The Internal Clearance Form (ICF) must be completed in its entirety, and then it can be emailed to their ORS representative. 
2. The ORS representative will confer with PI about the deadline, sponsor and whether or not the submission will be done electronically; then the ORS representative will review rules of submission and emphasize unusual or key information to the PI.
3. The PI must have a completed draft Budget Template for each proposal package.
4. The ORS representative acts as liaison with the sponsor to clarify any terms and conditions of proposal.
5. Administrative pre-review of the proposal by the ORS representative includes the budget and regulatory reviews, i.e., anything that is outside the scientific or technical narrative.
6. PIs should send final proposals to their ORS representative for submission in PDF format via email.