CHaSS Proposal Development Services (PDS)

In order to reduce PI’s time spent on proposal logistics for external funding applications, we assist researchers with timeline construction, solicitation compliance, component planning and formatting, budget preparations, USU and sponsor agency form preparation, and proofreading.

Proposal Development Support Request Form


Our team can help CHaSS Faculty Researchers with:

  • Kuali setup, submission, and routing follow-up
  • Budget consultation
    • Accurate estimates for Travel, Software, Indirect Costs (F&A), Salaries, Benefits, & more
    • Kuali Proposal Budget Input
  • Liaison with Sponsored Programs Office Pre-Award & Post-Award
    • Creation of Required Internal forms
      • F&A waivers or partial waivers
      • Cost-share commitments
      • Consultant Confirmatory Letters
    • General Proposal Document Assistance
      • Signature routing
      • Information Tracking (DUNS #, resources, contacts)
      • Form creation and compliance
      • Submission portal navigation (NSF, NEH, NIH, etc.)
      • Funding source specific documents
    • Review proposals for RFP compliance
    • Review proposals for USU policy compliance


Meet the CHaSS Proposal Development Services Team

Corinna Knowles | Program Coordinator
Corrina Knowles or In-person OM224B


Proposal Development Services:

  • Grant vs. Gift vs. Contract consultation
  • Liaison between college PIs and Office of Sponsored Programs
  • RFP review for approval submission timeline and document workplan development
  • Development Support – signature routing, institutional information gathering (DUNS, EIN, etc.), document and policy sourcing
  • Proposal compliance review – RPF/Sponsor guidelines and University policy
  • Sample document offerings (successful Data Management Plans, Facilities Statements, DOJ financial questionnaire responses, etc.)
  • Kuali creation & input – certification notices, file uploads, all technical connections (S2S,, internal form creation
  • Approval routing follow-up and technical assistance
  • PI Portal submission support (Fastlane,, JustGrants, etc.), Sponsored Programs NSF Authorized OAU (Other Authorized User)
  • Refer questions and concerns to appropriate resources (USU policy, ADR, FO, support services, business services team, etc.)

Margo Morgan | Business Manager
margo montague

In person – OM 204G M-W-Th 8:00 am – 5:00 pm

Office phone: 435-797-1403 (forwarded to my cell phone on telework days)


Proposal Development Support Services:

  • Meet with PI to review proposed budget outline, assist them as needed with budget development. Verify RFP compliance.
  • I build draft budget in Kuali. Send PI and proposal team Kuali draft budget for review.
  • Adjust/change draft budget as needed and report to proposal team when the budget is complete and ready for submission.
  • Post Award: I am the post award manager, working with PI’s on the everyday financial management of their awards.


Annette Cottle
annette cottle smiling


Proposal Development Services

  • F&A distribution 
  • Effort verification for PIs/managing grant match indexes
  • Working with Sponsored Programs Accounting
  • Grant close-out
  • Backup/support for Margo/budgets etc.
  • Backup/support for Kuali