Proposal Review Matrix - The UNM Way ™
Comprehensive Proposal Review
Comprehensive proposal review and submission appointments are advised to be scheduled by the PI no less than two days prior to the official sponsor-imposed deadline. Appointments are coordinated with the OSP Scheduler. Appointments are based on OSP Staff availability on a first come, first served basis. Appointments may be two to four hours in length, as determined by specific sponsor requirements and proposal complexity.
It is the expectation of OSP that the PI, or designated representative, make themselves available by phone or email during the last one to two hours of the appointment for revisions, if deemed necessary, for the advancement of the proposal. It is the expectation of OSP that upon conclusion of the scheduled comprehensive proposal review, the reviewed and approved proposal will be submitted.
Essential Component Review
Should a situation arise in which a scheduled comprehensive review is not possible due to the last-minute proposal request by a sponsor, or other insufficient time limitation, the proposal may still be submitted to OSP through Cayuse SP for an unscheduled essential component review. Although the scope and duration of the OSP review is limited, the proposal is not deemed late until the official sponsor-imposed deadline. For proposals receiving an essential component review, the PI is solely responsible for all proposal materials outside of the OSP reviewed items (Policy 2010 Section 4.3.1 and Exhibit B.1.27 Delegation of Authority).
Spotlighting the Benefit of Comprehensive Proposal Review | Essential Component Review | OSP Comprehensive Review |
| Review Principal Investigator and Key Personnel eligibility and for Minimum/Maximum Effort | ⬤ | ⬤ |
| Review for PI certification of Cayuse record and departmental routing approvals | ⬤ | ⬤ |
| Review solicitation for proposal deadline, eligibility, submission method and limited competitions | ⬤ | ⬤ |
| Review FCOI and PHS COI (as applicable) Disclosure completion | ⬤ | ⬤ |
| Review budget for applicable indirect cost rates and seek approval on reduced indirect cost rates | ⬤ | ⬤ |
| Review for inclusion of voluntary cost share in the budget and budget justification | ⬤ | ⬤ |
| Review of HSC F&A Split Form if applicable and if provided | ⬤ | ⬤ |
| Review Subaward Letter of Commitment if applicable | ⬤ | ⬤ |
| Acknowledge Reps & Certs on behalf of the Regents of the University of New Mexico, if applicable | ⬤ | ⬤ |
| Review for system errors and warnings in Cayuse 424, Fastlane, NSPIRES, etc | ⬤ | ⬤ |
| Submit Proposal Materials according to applicable guidelines or submission instructions | ⬤ | ⬤ |
| Review solicitation, specific program publications and supplemental proposal preparation guidance to verify the proposed project is eligible for favorable sponsor review and funding consideration | ⬤ | |
| Review Internal Budget calculations and check for correct fringe, insurance and tuition rates | ⬤ | |
| Review Budget Justification to confirm it matches the budget, and meets other applicable guidelines | ⬤ | |
| Confirm Proposal budget and budget justification match internal budget and justification | ⬤ | |
| Assess Costsharing Requirements, budget, approvals and other applicable guidelines | ⬤ | |
| Review Project Summary if applicable for correct formatting, page count, other applicable guidelines | ⬤ | |
| Review Project Narrative for correct formatting, page count, other applicable guidelines | ⬤ | |
| Review Biosketch/CV for correct formatting, page count and other applicable guidelines | ⬤ | |
| Review Current &Pending Support for correct formatting, page count and other applicable guidelines | ⬤ | |
| Review Facilities and Equipment for correct formatting, page count and other applicable guidelines | ⬤ | |
| Review Data Management Plan for correct formatting, page count and other applicable guidelines | ⬤ | |
| Review Postdoc Mentoring Plan for correct formatting, page count and other applicable guidelines | ⬤ | |
| Review Letters of Collaboration/Support according to applicable guidelines | ⬤ | |
| Review Other Supplementary Documents according to applicable guidelines | ⬤ | |
| Review for Additional Documents requested from sponsoring agency and applicable guidelines | ⬤ | |
| Review Subaward Statement of Work, Budget and Budget Justification | ⬤ | |
| Review applicable regulatory compliance: FCOI, IRB, IACUC, and IP | ⬤ |
