Forms

• Proposal Intake Form

• Notify ORIED about your upcoming proposal submission via our new proposal intake form. ORIED recommends filling out a Proposal Intake Form as soon as you identify a funding opportunity or request for proposals/applications for which are considering or plan to apply. Notifications are requested no later than 3 weeks prior to funder’s deadline. Notifications received by ORIED within 3 weeks of a funding agency deadline will be reviewed on a case-by-case basis to assess staff capacity to assist, and we are no longer able to guarantee that proposals with short notice will be able to move forward to submission.

• Electronic Proposal Approval Form (ePAF)
  This form, along with the required attachments, requests approval of department chairs, deans, and administrative officials for activities proposed by their faculty or staff as required by CSU Chancellor’s Office and Sacramento State policies. A Proposal Approval Form must be completed prior to the submission of a grant or contract proposal to an external funding agency. The required attachments include a project summary/scope of work and a draft detailed budget.
  
  
  • ePAF Process Map
  • ePAF Form Field Instructions
  • OnBase User Guide for Principal Investigators
  • Acrobat Sign User Guide for ePAF Approvers
  • OnBase General Help & FAQs

Account Administration Forms

See the UEI Sponsored Programs Administration (SPA) Forms page for forms related to externally funded grants and contracts. This includes forms related to:

• Account Establishment and Maintenance
• Project Personnel (EAAs, faculty agreements, release time requests, direct deposit)
• Expenditures (UEI check requests, purchase orders, consultant agreements and travel)

Proposal Toolkit

Generic Info, Templates & Samples

• Sac State Institution Boilerplate
• Budget Template (Generic Grant Budget)
• Data Management Plan Guidance
• Sample Collaboration Letter (when Sac State is a subrecipient)
• Sample Collaboration Letter (when Sac State is the Primary/Lead Institution)

National Science Foundation (NSF) Templates

• NSF Budget Template
• NSF Budget Justification Template
• NSF Biosketch Templates
• NSF Current and Pending Support
• NSF Facilities and Other Resources Template

National Institutes of Health (NIH) Templates

• NIH Budget Template for AREA R15 Grants
• NIH Modular Budget Justification Template
• NIH Facilities and Resources Template