SeRA Proposal Development & Routing Form (PDRF)

Proposal PIF & PDRF Routing 

NOTE: Incoming Stanford individuals e.g. incoming faculty, post docs, and graduate students, may submit sponsored project proposals through Stanford prior to the beginning of their Stanford appointment provided that a) the proposed start date of any proposed project is equal to or after the individual's Stanford appointment start date and b) the appointing Stanford department has sponsored a SU Net ID for the incoming individual so that they have an active SU Net ID and Stanford directory listing which enables them to be listed on a SeRA Proposal Intake Form (PIF) and Proposal Development & Routing Form (PDRF).

School of Medicine Proposals

If a proposal will be submitted through the School of Medicine’s Research Management Group (RMG), the PI/ department should complete and route a SeRA Proposal Intake Form (PIF) to RMG for review and approval (recommended at least 30 days in advance of the sponsor deadline). The RMG Research Process Manager (RPM) will follow up with a draft budget, internal deadlines, and proposal guidance as needed.

NOTE: the SoM SeRA PIF process excludes post-doctorate fellowships and industry sponsored clinical trials

• SoM PIF Tutorial Video
• SoM PIF User  Guide for PIs
• SoM PIF User Guide for Staff
• SoM Post doc Fellowship PDRF Guide 
• Non-Competing Continuation (NCC) / Progress Report PDRF
• Industry Sponsored Clinical Trials (CT) PDRF Guide
• University Research Award PDRF Guide  

Non-School of Medicine Proposals

If a proposal wil be submitted through the Office of Sponsored Research (OSR), the PI/ department should complete and route a SeRA Proposal Development Routing Form (PDRF) to OSR for review and approval in accordance with the Stanford internal proposal deadline policy.

Proposal Development Routing Form (PDRF) Guides

Initiate a New PDRF Guide

NOTE:  When submitting a resubmission, renewal, or supplement proposal, initiate a resubmission, renewal, or supplement PDRF within the existing SeRA Project SPO record.  Do NOT start an entirely new separate SeRA PDRF SPO record for resubmission, renewal, and supplement proposals.

• Budget Details Guide
• Non-SoM Fellowship PDRF Guide
• Non-Competing Continuation (NCC) / Progress Report PDRF - Use for projects which require project progress reports to be submitted by an institutional official to trigger subsequent year's funding e.g., most NIH awards.
• Renewal PDRF Guide -  A renewal application competes for funding with all other peer reviewed applications for the given sponsor and must be developed as fully as though the applicant is applying for the first time.
• Resubmission PDRF Guide - A resubmission application is a previously unfunded application that has been modified following initial review and is now being resubmitted to the same sponsor for new consideration.
• Supplement PDRF Guide - A supplement application is a non-competing application [i.e. does NOT go through peer review] that provides additional funding to a currently funded project to meet increased costs that are within the scope of the approved project, but that were unforeseen when the new or competing renewal application was awarded.
• University Research Award PDRF Guide - University Research Awards (URAs) are Internal to Stanford research awards where funding is provided through an internal competitive application and award process.

PDRF Approval Guides

• Default PDRF Approvers and FYIs Guide - Use to setup automatically populating department approvers and/or department FYIs on all PDRFs created for your unit/department.
• PI PDRF Approval Guide
• Other Stanford Investigator PDRF Approval Guide - ALL participating Stanford faculty whose effort is budgeted and/or cost shared on a proposal and senior/key personnel that are Stanford and/or SLAC personnel, e.g., Academic Staff Researchers, Snr. Scientists, post docs etc. MUST approve their participation in a proposal and certify the completeness and accuracy of their proposal contents.

Non-SoM IDC Waivers

• IDC Waiver Guide

For SoM IDC waiver requests, work directly with your SoM RMG Research Process Manager (RPM).

When PDRFs are Returned for Edits

When a PDRF is being routed for approval each approver e.g. participating investigators, staff approvers, and institutional officials  have the option to return the PDRF for either Minor or Major Edits.

When a PDRF is returned to an administrator for Minor Edits all PDRF fields can be edited EXCEPT the following which can only be edited when the PDRF is returned for Major Edits.

NOTE: When a PDRF is returned for Minor Edits, the PDRF will NOT be rerouted for a new round of approvals. When a PDRF is returned for Major Edits, it will be routed for all required approvals similar to a new PDRF.

Need further SeRA assistance? Have questions, feedback, or are experiencing other issues? Please submit a HelpSU ticket to the SeRA Support Team by clicking HERE, and a SeRA Support Analyst will contact you shortly.

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