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Your department and school/college will be supporting you in multiple ways; both through mentoring and providing administrative support. Schedule time with your mentor, department chair, and/or dean to discuss your research goals, agenda, and potential funding sources. These questions can help you get started. If you are transferring a research portfolio to the UW, refer to the Transferring Your Research webpage for the most applicable information.

Questions to ask your departmental administrative leadership:

• What college/school resources exist to support my research?
• What is the process for purchasing, travel, budget management?
• What support is available from central units (Office of Research units) vs. the department?
• How do I create my faculty and research webpages?
• Who can help me set up/install equipment in my lab?

Questions to ask your mentor:

• Who should I get to know for collaboration?
• What funding sources for research might exist in my area of interest?

Questions to ask advising staff:

• How can I hire students?
• What guidance/rules/procedures are there for working with students?

Corporate and Foundation Relations (Private Funding Resources)

• Faculty Resources

Clinical Trials

• UW Clinical Research
• Clinical Trials: Human Subjects Division guidance on clinical trials
• Zipline: The UW’s IRB submission system is your portal for viewing and managing all of your IRB applications

Innovations, Startups, and Licensing

• : partners with the UW community on innovation, providing tools and resources to transform ideas into economic and societal impact.

Research Training-Scholarly and Sponsored

• Financial Conflict of Interest: required for all funded research
• Grants Management for Investigators (GMI): required for all funded research
• Responsible Conduct of Research: strongly recommended for all, required for NSF sponsored research
• Biomedical Research Integrity Program: required for NIH funded research
• Learn about Required Training for your specific research area

Shared Research Infrastructure

• : on-premise (Seattle Campus) cyberinfrastructure
• : hub for data science collaboration at the UW
• Shared Research Facilities & Resources

Sponsored Research Resources

Office of Research (OR)

• Human Subjects Division
• Office of Sponsored Programs
• PI Resources Quick Start
• Step by Step Proposal Submission Quick Guide

Translational Research

UW Libraries

• : guide includes information on , , , and
• : suggestions for establishing your research identity, expanding your reach, and monitoring & describing your research impact
• Publication strategies: guidance on and , including author’s rights and publishing agreements

1. Confirm with your department your PI eligibility.
2. Develop your required training plan and track progress using . Your department administrator can assist you with planning and tracking.
   • Review Training Resources in the PI Resources Quick Start.
3. Identify potential funding sources.
   • Meet your mentors and colleagues to discuss the best agency or foundation matches for your research interests.
   • Look for funding opportunities for external and internal funding on the Office of Research Funding Opportunities.
4. Meet with your mentor, chair, and/or dean for guidance on what can make your proposal competitive.
5. Learn about ORCID iDs and their benefits. The °®¶¹ÉçÇø strongly encourages researchers to register for their unique iD and some sponsors require it.

1. Review the Proposal Preparation Quick Guide
2. Review the Step by Step Proposal Submission Quick Guide.
3. If appropriate, meet with your departmental staff to build a plan for proposal development and submission.
4. Verify with your departmental leadership that you can fulfill the project requirements and technical instructions within the constraints of your department/school.
   • For instance, equipment, graduate students, wet bench space, or items such as cost share and travel not paid for by the sponsor.
   • Work with your department to provide documentation of support in these areas of the proposal.

• Review Central Resources available to support activities in your proposal.

1. Does your research involve animals, human subjects or Environmental Health & Safety (EH&S) considerations? Review Additional Considerations for questions you should consider in these types of research. You will want to meet with the Office of Animal Welfare, Human Subjects Division, EH&S as appropriate.
2. Are you collaborating with other institutions?
   • Agreement Types: Agreements related to research & sponsored activity.
3. Are you collaborating with other countries? Review Foreign Interests in Sponsored Programs and Foreign Influence Through the Research Lifecycle.
4. Will you be doing classified or restricted research? Review Classified or Restricted Research.
5. Do you need to include a Data Management Plan? Review NIH Data Management and Sharing Policy Requirements and Resources, and the UW Libraries .
6. Where are you going to publish? Build publishing fees into your budget as needed. Review .
   
7. Do not submit a proposal without getting department, school, and OSP approval through the UW’s SAGE system according to the UW’s deadline policy.

Pre-award Sponsor Requests

Reach out to the UW’s Office of Sponsored Programs (OSP) when you receive pre-award sponsor requests for additional materials and information. Review guidance on responding to pre-award requests from sponsors for details.

Advance Spend

If approved for pre-award spending, use the SAGE Advance Request tool to request an Advance Award.

Award Acceptance and Setup

• When you receive an award notification, review PI/Campus ASR Checklist for steps.
  • What do I do when I receive a Notice of Award.
• OSP is the only office with delegated authority to accept sponsored awards on behalf of the UW. If an award is made, OSP handles all negotiations with the sponsor and accepts the award on behalf of the university.
  • How to get an award set up at the UW.
• Provide Compliance Information: A variety of compliance areas need to be reviewed and approved before funds can be released. See Communicating Compliance Information.
• An award becomes available in the UW’s financial system after both OSP and Grant & Contract Accounting (GCA) have reviewed and approved the Award Setup Request in SAGE.
• You’ll learn more about other PI, OSP, and GCA responsibilities that occur throughout the life of an award in the required .
• Confirm other agreements such as subawards, data use agreements, or confidentiality agreements are set up.

Consult with departmental staff to confirm administrative & compliance procedures are in place for:

Spending

• Confirm financials in and — view all Award Lines and associated worktags.
• Set up appropriate delegations for on budgets/worktags.
• Set up purchasing and documentation processes that follow department and school/college to avoid negative downstream audit impacts.
• Review and understand your responsibility to ensure all award expenditures comply with these principles. See Financials/Spending for more information.

Records management

• Set up records management plan and retention schedule.
• UW’s offers specific guidance for .

Data privacy and security

• If not required a proposal time, confirm now you have set up systems to protect privacy and are meeting sponsor requirements for data security

Invoicing and reporting schedules

• Communicate invoicing schedules and processes for receiving and approving invoices for subawards with collaborators and staff (PIs must approve subaward invoices in Workday).
• Set up progress reporting schedule according to the terms of your award.

Hiring and Training Personnel

• Start early to fill any positions that result from an award. Hiring processes are often tough to navigate and take time.
• All federally funded projects require . Familiarize yourself and your team with the UW’s system for meeting this compliance requirement.
• Remember, you and your team should complete all required training.