Proposal Development Process
Every successful proposal starts with planning, collaboration and a clear understanding of the requirements. SPO is here to support you through each step.
Step 1 — Develop Your Idea
Start with the idea that excites you and think about the impact you want your project to make. Early conversations with colleagues, your department chair, dean and SPO can help strengthen the concept and identify potential needs or opportunities. As your idea becomes clearer, develop keywords and themes that will help you search for funding. You do not need to have everything figured out before reaching out—SPO is happy to help you get started.
Step 2 — Search and Find Funding
Look for sponsors whose priorities, eligibility requirements and timelines align with your project. SPO can help you search funding databases, interpret opportunity announcements and assess whether a sponsor is a good fit. If you are unsure about an opportunity, send it our way and we can review it with you before you invest significant time in an application. Finding the right match early can make the rest of the proposal process much smoother.
Step 3 — Plan and Prepare Your Proposal
Once you find an opportunity you want to pursue, let SPO know as early as possible so we can help review requirements, develop the budget and identify needed approvals or compliance steps. Build a timeline that allows time for writing, attachments, feedback, internal routing and revisions. Keep sponsor evaluation criteria in mind as you develop clear goals, activities and measures of success. SPO can also help review required attachments and answer questions as your proposal package comes together.
Step 4 — Routing for Campus Review
University policy requires proposals to reach SPO at least five business days before the sponsor deadline for campus review and approval. In Cayuse SP, you will provide key information about the project, team, budget, compliance needs and conflict-of-interest disclosures before the proposal is routed to the appropriate reviewers. This review helps make sure sponsor and university requirements; resources and commitments are addressed before submission. Please remain available during this period in case questions or last-minute revisions arise.
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What it will ask for |
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General Information
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Dates, Sponsor information, Proposal summary and narrative attachment
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Project Team
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Identify the PI, key personnel, and any others supported by the grant including any projected effort or cost share
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Financial Information
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Direct and indirect costs, a draft budget attachment, key questions about CSUMB financial commitments, and F&A rates
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Compliance
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Indicate any potential compliance requirements such as IRB, IACUC, IBC, exports, intellectual property, etc.
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Conflict of Interest
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PI, Co-PI, and Key Personnel will be prompted to complete a COI disclosure for the proposal
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Step 5 — Proposal Submission
SPO completes the formal institutional submission on behalf of the university. Your involvement remains important until the proposal has been successfully submitted, particularly if questions or final changes come up. SPO will send confirmation after submission, and you should keep a copy of the complete application and continue monitoring your email for sponsor follow-up. Reaching submission is an important milestone—and the result of a lot of planning, writing and teamwork.