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Managing Your Research: 
A Principal Investigator Handbook for Sponsored Research

July 2005
Download copy of P.I. Handbook (PDF)

This is a general guide for all of Dartmouth College.  There are links to division-specific sections in this text.

C O N T E N T S  .  .  .

» GETTING STARTED
      Where to go for assistance
      Frequently used acronyms
      Before proposals may be submitted
      Steps in obtaining sponsored projects funding (flow chart)
      Proposal commitments

» THE SUBMISSION PROCESS
     Before contacting OSP
     What to look for
     Boiler-plate language
     The Proposal Routing Form
     PI Considerations: 
                Notification and Recommended Lead Times
                Personnel 
                Institutional Assurances
                Administrative 
                Fiscal
                Electronic submissions
      OSP Proposal Services
      The Conflict of Interest Disclosure

» BUDGETARY CONSIDERATIONS
       Cost types--direct and indirect
      Budget justifications
      Cost-sharing or matching
      Obtaining cost share approval
      Negotiations
      Site visits
      Follow-up on Pending Human/Animal Approvals

» AWARD MANAGEMENT
       Award types
      Award processing
      Pre-award spending
      Post-award requirements
      PI close out responsibilities
      The Regulatory Environment for Federal Awards
      Relevant regulations affecting Dartmouth
      What do I need to know about Federal Regulations?

» DIVISION SPECIFICS
       DMS
       THAYER SCHOOL  
       TUCK SCHOOL

» APPENDIX
      Arts & Sciences Faculty handbook—sponsored research
      Budget justification samples- simple
       Budget justification samples - complex
      Conflict of Interest disclosure form
      Conflict of Interest policy
      Conflict of Interest policy - Human Subjects Research
      Contact List - OSP
      Copyright Ownership policy
      Dartmouth Travel policies
      Data Retention policy
      Glossary of terms
      IACUC forms
      In-Kind Contribution Form
      Institutional profile
      Invention disclosure form
      IRB/CPHS forms
      Letter of Intent to Establish a Subcontract Agreement template
      Patent policy
      PI Eligibility policy
      Pre-award spending request form
      Routing Form copy
      Technology Transfer Office

    

* A special thanks to Frank Lemire at Worcester Polytechnic Institute for kindly sharing his copy of the Faculty notebook that his office created and he presented at a National Council of University Research Administrators meeting.  We adapted his notebook to our own version.

Last Updated: 7/19/07