Completing an NSF Proposal


The New Proposal Questionnaire must be completed before using this training document.  See Starting a Federal Proposal Development Record training document.

Completing an NSF Proposal

  • Complete New Proposal Questionnaire
  • Complete the Setup Questions tab
    • Is this a Flow Through project? > Defaults to No
    • Gov Submission Information will auto-populate based on the opportunity you chose in the new Proposal Questionnaire
    • Scroll down to the list of Forms and check the boxes under the “Included” column to have those forms populate in your proposal record

    • Deadline information will default based on the opportunity deadline but can be overwritten, if necessary
    • Complete the Human Subjects and Laboratory Animals Question > Default to No
    • Add associated departments and/or associated Centers/Programs
    • Select the Program Type in the drop-down menu
    • The majority of the research will be conducted: “On-Campus” will be the default choice
      • NOTE: An off campus designation must be reviewed by ORA central office.  Navigate to the Pre-Review Questionnaire tab to answer questions regarding an off campus determination and start the pre-review route.
    • Click Save and Continue

    • After hitting save, the remaining proposal tabs and submission package forms will populate
    • Navigate and complete the Pre-Review Info, Additional Proposal Info and Pre-Review Routing/Uploads tab
    • Complete the Personnel, Budget and F&A Dist / Credit Allocation tabs
    • Navigate to the SF424 tab (R&R)
    • Scroll through the form and edit any information that is highlighted yellow > Click within the box to edit the question > Save

    • Save
    • Complete the form by checking the “Complete” box in the top right-hand corner
      • NOTE: Any incomplete information will be displayed in a pop-up; page will not complete until information is entered
    • Complete the Performance Sites, Other Project Info, S2S Forms and any other tabs/forms that are populated for this opportunity
    • Finalize and Submit the proposal for internal routing