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grants_requirements.md

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1# Grant Proposal Requirements
2
3Funding requirements are controlled by the current solicitation or notice of funding opportunity (NOFO), the effective agency guide, and the submission portal. A general agency summary never overrides the call.
4
5**Reviewed:** 2026-10-01
6

Grant Proposal Requirements

Funding requirements are controlled by the current solicitation or notice of funding opportunity (NOFO), the effective agency guide, and the submission portal. A general agency summary never overrides the call.

Reviewed: 2026-10-01

Raw lines 1 to 6
7## Required Order of Authority
8
9Use sources in this order:
111. current solicitation, NOFO, or Broad Agency Announcement (BAA);
122. amendments and agency notices;
133. effective agency application guide and form set;
144. submission-portal validation; and
155. institutional sponsored-research guidance.
17Record the source URLs, versions, and date checked in the proposal workspace.

Required Order of Authority

Use sources in this order:

  1. current solicitation, NOFO, or Broad Agency Announcement (BAA);
  2. amendments and agency notices;
  3. effective agency application guide and form set;
  4. submission-portal validation; and
  5. institutional sponsored-research guidance.

Record the source URLs, versions, and date checked in the proposal workspace.

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21### Current policy basis
23- PAPPG landing page: https://www.nsf.gov/policies/pappg
24- Proposal preparation overview: https://www.nsf.gov/funding/preparing-proposal
25- Current PAPPG Chapter II: follow the version marked current on the landing page
26- SciENcv: https://www.ncbi.nlm.nih.gov/sciencv/
28As reviewed on 2026-10-01, **NSF 24-1** remains the current PAPPG for proposals submitted or due on or after 2024-05-20, with [Supplement 1 (26-200)](https://www.nsf.gov/policies/document/pappg24-1-supplement-1) and [Supplement 2 (26-202)](https://www.nsf.gov/policies/document/pappg24-1-supplement-2). Recheck this status for every deadline.

Current policy basis

  • PAPPG landing page: https://www.nsf.gov/policies/pappg
  • Proposal preparation overview: https://www.nsf.gov/funding/preparing-proposal
  • Current PAPPG Chapter II: follow the version marked current on the landing page
  • SciENcv: https://www.ncbi.nlm.nih.gov/sciencv/

As reviewed on 2026-10-01, NSF 24-1 remains the current PAPPG for proposals submitted or due on or after 2024-05-20, with Supplement 1 (26-200) and Supplement 2 (26-202). Recheck this status for every deadline.

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30### Verified common research-proposal rules
32Unless the solicitation modifies them:
34| Component | Current general rule |
35|---|---|
36| Project Summary | No more than 1 page; include Overview, Intellectual Merit, and Broader Impacts |
37| Project Description | Up to 15 pages for a standard research proposal |
38| References Cited | Separate section; follow PAPPG content rules |
39| Data Management and Sharing Plan | Create using the Research.gov DMSP tool; Supplement 2 supersedes the old two-page PDF-upload rule from 2026-04-27 |
40| Biographical Sketch | Generated in SciENcv for each senior/key person; no old three-page cap |
41| Current and Pending (Other) Support | Generated and certified in SciENcv |
42| Synergistic Activities | Separate document, up to 1 page and up to 5 examples per senior/key person |
44**General formatting**
46- Times New Roman or Computer Modern at 11 points or larger under the current general rule.
47- No more than six lines of text in one vertical inch.
48- Margins of at least one inch in every direction.
49- Portal-generated forms and solicitation-specific instructions may control individual sections.

Verified common research-proposal rules

Unless the solicitation modifies them:

ComponentCurrent general rule
Project SummaryNo more than 1 page; include Overview, Intellectual Merit, and Broader Impacts
Project DescriptionUp to 15 pages for a standard research proposal
References CitedSeparate section; follow PAPPG content rules
Data Management and Sharing PlanCreate using the Research.gov DMSP tool; Supplement 2 supersedes the old two-page PDF-upload rule from 2026-04-27
Biographical SketchGenerated in SciENcv for each senior/key person; no old three-page cap
Current and Pending (Other) SupportGenerated and certified in SciENcv
Synergistic ActivitiesSeparate document, up to 1 page and up to 5 examples per senior/key person

General formatting

  • Times New Roman or Computer Modern at 11 points or larger under the current general rule.
  • No more than six lines of text in one vertical inch.
  • Margins of at least one inch in every direction.
  • Portal-generated forms and solicitation-specific instructions may control individual sections.
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51### Important change from older guidance
53Do not use the obsolete “three-page NSF biosketch with Synergistic Activities inside it” pattern.
55Current workflow:
571. prepare and certify the Biographical Sketch in SciENcv;
582. prepare and certify Current and Pending (Other) Support in SciENcv; and
593. upload Synergistic Activities as its own one-page document.

Important change from older guidance

Do not use the obsolete “three-page NSF biosketch with Synergistic Activities inside it” pattern.

Current workflow:

  1. prepare and certify the Biographical Sketch in SciENcv;
  2. prepare and certify Current and Pending (Other) Support in SciENcv; and
  3. upload Synergistic Activities as its own one-page document.
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61### Project Summary
63Clearly label:
65- **Overview** — proposed activity, objectives, and methods;
66- **Intellectual Merit** — potential to advance knowledge; and
67- **Broader Impacts** — potential to benefit society and produce desired societal outcomes.
69The summary should be understandable to a broad scientific audience and is not merely the proposal abstract.

Project Summary

Clearly label:

  • Overview — proposed activity, objectives, and methods;
  • Intellectual Merit — potential to advance knowledge; and
  • Broader Impacts — potential to benefit society and produce desired societal outcomes.

The summary should be understandable to a broad scientific audience and is not merely the proposal abstract.

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71### Project Description
73A practical drafting structure is:
751. problem, prior work, and gap;
762. objectives or hypotheses;
773. research plan and methods;
784. expected outcomes, risks, and alternatives;
795. timeline and team roles;
806. Intellectual Merit and Broader Impacts; and
817. Results from Prior NSF Support when required.
83This is writing guidance, not a required section order. Follow the solicitation.

Project Description

A practical drafting structure is:

  1. problem, prior work, and gap;
  2. objectives or hypotheses;
  3. research plan and methods;
  4. expected outcomes, risks, and alternatives;
  5. timeline and team roles;
  6. Intellectual Merit and Broader Impacts; and
  7. Results from Prior NSF Support when required.

This is writing guidance, not a required section order. Follow the solicitation.

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85### Data Management and Sharing Plan
87Use the Research.gov tool and current program prompts. Data supporting NSF-funded
88publications must be shared at publication unless an exception is justified in the
89plan. Do not upload the bundled prose as an assumed two-page substitute.
91Address applicable plans for:
93- data and other research products;
94- standards and metadata;
95- access, sharing, and any justified restrictions;
96- reuse and redistribution;
97- preservation and archiving; and
98- roles and responsibilities.
100Directorate, office, division, or program guidance may add requirements.

Data Management and Sharing Plan

Use the Research.gov tool and current program prompts. Data supporting NSF-funded publications must be shared at publication unless an exception is justified in the plan. Do not upload the bundled prose as an assumed two-page substitute.

Address applicable plans for:

  • data and other research products;
  • standards and metadata;
  • access, sharing, and any justified restrictions;
  • reuse and redistribution;
  • preservation and archiving; and
  • roles and responsibilities.

Directorate, office, division, or program guidance may add requirements.

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102### Bundled NSF scaffold
104`assets/grants/nsf_proposal_template.tex` is a planning scaffold for common narrative components. It is not an NSF-issued upload package. Split content into the appropriate Research.gov or Grants.gov fields and use SciENcv/common forms where required.

Bundled NSF scaffold

assets/grants/nsf_proposal_template.tex is a planning scaffold for common narrative components. It is not an NSF-issued upload package. Split content into the appropriate Research.gov or Grants.gov fields and use SciENcv/common forms where required.

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108### Current policy basis
110- Application Guide: https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide
111- Attachment formatting: https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide/format-attachments
112- Page limits: https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide/page-limits
114Use the form set and instructions applicable to the due date. The NOFO always takes precedence over general page-limit tables.

Current policy basis

  • Application Guide: https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide
  • Attachment formatting: https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide/format-attachments
  • Page limits: https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide/page-limits

Use the form set and instructions applicable to the due date. The NOFO always takes precedence over general page-limit tables.

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116### Verified common page limits
118As reviewed on 2026-10-01:
120| Attachment | General limit unless the NOFO says otherwise |
121|---|---|
122| Specific Aims | 1 page |
123| R01 Research Strategy | 12 pages |
124| R21 Research Strategy | 6 pages; combined mechanisms can differ |
125| Introduction to resubmission/revision | 1 page |
126| Project Summary/Abstract | 30 lines |
127| Project Narrative | 3 sentences for most activity codes |
128| Legacy Biographical Sketch | Historical only; do not select this for a current application merely because it remains in the page-limit table |
129| Biographical Sketch Common Form and Supplement | No hard page limit; length is controlled through SciENcv data entry |
131Not every activity code uses every attachment. Check the NOFO and activity-code instructions.

Verified common page limits

As reviewed on 2026-10-01:

AttachmentGeneral limit unless the NOFO says otherwise
Specific Aims1 page
R01 Research Strategy12 pages
R21 Research Strategy6 pages; combined mechanisms can differ
Introduction to resubmission/revision1 page
Project Summary/Abstract30 lines
Project Narrative3 sentences for most activity codes
Legacy Biographical SketchHistorical only; do not select this for a current application merely because it remains in the page-limit table
Biographical Sketch Common Form and SupplementNo hard page limit; length is controlled through SciENcv data entry

Not every activity code uses every attachment. Check the NOFO and activity-code instructions.

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133### Attachment formatting
135Verify the current guide for:
137- accepted PDF format;
138- paper size and margins;
139- approved fonts and minimum size;
140- file naming;
141- hyperlinks;
142- headers, footers, and page numbers; and
143- whether a format page or common form is mandatory.
145The current NIH attachment guide requires text of at least 11 points, at most
14615 characters per linear inch, at most six lines per vertical inch, and margins of
147at least half an inch. Smaller legible text is permitted in graphics. Helvetica
148is among the recommended fonts; Arial is not uniquely required. Do not add
149headers or footers/page numbers unless the attachment instructions request them.
150Do not compress text or figures to evade a page limit.

Attachment formatting

Verify the current guide for:

  • accepted PDF format;
  • paper size and margins;
  • approved fonts and minimum size;
  • file naming;
  • hyperlinks;
  • headers, footers, and page numbers; and
  • whether a format page or common form is mandatory.

The current NIH attachment guide requires text of at least 11 points, at most 15 characters per linear inch, at most six lines per vertical inch, and margins of at least half an inch. Smaller legible text is permitted in graphics. Helvetica is among the recommended fonts; Arial is not uniquely required. Do not add headers or footers/page numbers unless the attachment instructions request them. Do not compress text or figures to evade a page limit.

Raw lines 133 to 151
152### Specific Aims
154A useful writing pattern is:
1561. significance and unresolved gap;
1572. long-term goal and proposal objective;
1583. central hypothesis or guiding premise;
1594. concise aims with approach and expected outcome; and
1605. impact and next-step payoff.
162The pattern is not an NIH-mandated outline. Adapt it to the mechanism and science.
164`assets/grants/nih_specific_aims.tex` is a writing scaffold for the one-page attachment. Confirm the current font, margin, and PDF rules before use.

Specific Aims

A useful writing pattern is:

  1. significance and unresolved gap;
  2. long-term goal and proposal objective;
  3. central hypothesis or guiding premise;
  4. concise aims with approach and expected outcome; and
  5. impact and next-step payoff.

The pattern is not an NIH-mandated outline. Adapt it to the mechanism and science.

assets/grants/nih_specific_aims.tex is a writing scaffold for the one-page attachment. Confirm the current font, margin, and PDF rules before use.

Raw lines 152 to 165
166### Research Strategy
168For R01-style research applications, organize around:
170- Significance;
171- Innovation; and
172- Approach.
174Address rigor, feasibility, analysis, expected outcomes, potential problems, alternatives, milestones, and relevant biological variables where applicable. Mechanism- and NOFO-specific instructions can add or replace requirements.

Research Strategy

For R01-style research applications, organize around:

  • Significance;
  • Innovation; and
  • Approach.

Address rigor, feasibility, analysis, expected outcomes, potential problems, alternatives, milestones, and relevant biological variables where applicable. Mechanism- and NOFO-specific instructions can add or replace requirements.

Raw lines 166 to 175
176### Biosketch and common forms
178Use the [Biographical Sketch Common Form and NIH supplement](https://www.grants.nih.gov/grants-process/write-application/forms-directory/biographical-sketch-common-form) through SciENcv for current applications. NIH implemented Common Forms for due dates on or after 2026-01-25; [NOT-OD-26-079](https://grants.nih.gov/grants/guide/notice-files/NOT-OD-26-079.html) sets system enforcement from 2026-05-08. The research-security-training certification starts on 2026-05-25, a separate date. Consult current form instructions and certifications. A legacy five-page row in the general limits table is not authorization to use the old form.

Biosketch and common forms

Use the Biographical Sketch Common Form and NIH supplement through SciENcv for current applications. NIH implemented Common Forms for due dates on or after 2026-01-25; NOT-OD-26-079 sets system enforcement from 2026-05-08. The research-security-training certification starts on 2026-05-25, a separate date. Consult current form instructions and certifications. A legacy five-page row in the general limits table is not authorization to use the old form.

Raw lines 176 to 179
182### Official starting points
184- Office of Science funding opportunities: https://science.osti.gov/grants
185- DOE funding opportunities: https://www.energy.gov/funding-financing
186- Office of Science current calls: https://science.osti.gov/grants/FOAs/Open
187- Office of Science submission guidance: https://science.osti.gov/grants/Policy-and-Guidance
188- SAM.gov: https://sam.gov/content/opportunities
190DOE requirements vary substantially by Funding Opportunity Announcement. Extract exact rules for:
192- pre-application or concept paper;
193- project narrative;
194- resumes/biosketches and support disclosures;
195- data management or data-sharing plan;
196- budget files and cost sharing;
197- current/pending support;
198- milestones, deliverables, and technology readiness; and
199- submission system.
201Submission systems are office- and stage-specific; Office of Science guidance
202uses PAMS/Grants.gov, while other offices can use their own exchanges. Follow
203the active call. No DOE template is bundled in this skill.

Official starting points

  • Office of Science funding opportunities: https://science.osti.gov/grants
  • DOE funding opportunities: https://www.energy.gov/funding-financing
  • Office of Science current calls: https://science.osti.gov/grants/FOAs/Open
  • Office of Science submission guidance: https://science.osti.gov/grants/Policy-and-Guidance
  • SAM.gov: https://sam.gov/content/opportunities

DOE requirements vary substantially by Funding Opportunity Announcement. Extract exact rules for:

  • pre-application or concept paper;
  • project narrative;
  • resumes/biosketches and support disclosures;
  • data management or data-sharing plan;
  • budget files and cost sharing;
  • current/pending support;
  • milestones, deliverables, and technology readiness; and
  • submission system.

Submission systems are office- and stage-specific; Office of Science guidance uses PAMS/Grants.gov, while other offices can use their own exchanges. Follow the active call. No DOE template is bundled in this skill.

Raw lines 182 to 204
207### Official starting points
209- Opportunities: https://www.darpa.mil/work-with-us/opportunities
210- SAM.gov: https://sam.gov/content/opportunities
212Every BAA defines its own volumes, page limits, abstract/full-proposal stages, security markings, cost package, and submission channel. Do not apply a generic “20–25 page DARPA proposal” limit.
214Use the [official Heilmeier Catechism](https://www.darpa.mil/about/heilmeier-catechism) as a thinking aid when relevant:
216- What are you trying to do?
217- How is it done today, and what are the limits?
218- What is new, and why might it succeed?
219- Who cares, and what difference will success make?
220- What are the risks, cost, schedule, and measurable tests?
222The BAA controls the actual proposal structure. No DARPA template is bundled.

Official starting points

  • Opportunities: https://www.darpa.mil/work-with-us/opportunities
  • SAM.gov: https://sam.gov/content/opportunities

Every BAA defines its own volumes, page limits, abstract/full-proposal stages, security markings, cost package, and submission channel. Do not apply a generic “20–25 page DARPA proposal” limit.

Use the official Heilmeier Catechism as a thinking aid when relevant:

  • What are you trying to do?
  • How is it done today, and what are the limits?
  • What is new, and why might it succeed?
  • Who cares, and what difference will success make?
  • What are the risks, cost, schedule, and measurable tests?

The BAA controls the actual proposal structure. No DARPA template is bundled.

Raw lines 207 to 223
224## Private Foundations
226Foundation programs change frequently. Start from the exact open call and capture:
228- eligibility and geographic restrictions;
229- concept-note or invitation stage;
230- narrative questions and character limits;
231- indirect-cost policy;
232- budget template and currency;
233- required partners or letters;
234- data, open-science, and intellectual-property terms; and
235- portal deadline and timezone.
237Do not use remembered award sizes or historical success rates as current facts.

Private Foundations

Foundation programs change frequently. Start from the exact open call and capture:

  • eligibility and geographic restrictions;
  • concept-note or invitation stage;
  • narrative questions and character limits;
  • indirect-cost policy;
  • budget template and currency;
  • required partners or letters;
  • data, open-science, and intellectual-property terms; and
  • portal deadline and timezone.

Do not use remembered award sizes or historical success rates as current facts.

Raw lines 224 to 238
239## Proposal Compliance Matrix
241Create a matrix before drafting:
243| Requirement | Source and section | Limit/format | Owner | Status |
244|---|---|---|---|---|
245| Project narrative | NOFO §IV | Example: 12 pages | PI | Drafting |
246| Biosketch | Agency guide | SciENcv common form | Each senior/key person | Pending |
247| Budget justification | NOFO §IV | Portal PDF | Administrator | Pending |
248| Data plan | Policy + NOFO | Example: 2 pages | Data lead | Drafting |
250Use the exact source language rather than paraphrasing ambiguous limits.

Proposal Compliance Matrix

Create a matrix before drafting:

RequirementSource and sectionLimit/formatOwnerStatus
Project narrativeNOFO §IVExample: 12 pagesPIDrafting
BiosketchAgency guideSciENcv common formEach senior/key personPending
Budget justificationNOFO §IVPortal PDFAdministratorPending
Data planPolicy + NOFOExample: 2 pagesData leadDrafting

Use the exact source language rather than paraphrasing ambiguous limits.

Raw lines 239 to 251
252## General Proposal Checklist
254- [ ] Solicitation/NOFO number and amendment date recorded
255- [ ] Effective agency guide and form set confirmed
256- [ ] Eligibility and registration complete
257- [ ] Every component mapped to a portal field
258- [ ] Page, character, font, margin, and file rules verified
259- [ ] Biosketch/support forms use the required current system
260- [ ] Budget and cost-sharing rules reviewed institutionally
261- [ ] Human/animal subjects, export control, security, and data rules addressed
262- [ ] Required letters and certifications collected
263- [ ] Portal validation and institutional review completed before the deadline

General Proposal Checklist

  • [ ] Solicitation/NOFO number and amendment date recorded
  • [ ] Effective agency guide and form set confirmed
  • [ ] Eligibility and registration complete
  • [ ] Every component mapped to a portal field
  • [ ] Page, character, font, margin, and file rules verified
  • [ ] Biosketch/support forms use the required current system
  • [ ] Budget and cost-sharing rules reviewed institutionally
  • [ ] Human/animal subjects, export control, security, and data rules addressed
  • [ ] Required letters and certifications collected
  • [ ] Portal validation and institutional review completed before the deadline
Raw lines 252 to 264
265## Timing
267Begin compliance mapping before writing. Build in time for:
269- collaborator and subaward documents;
270- SciENcv/common-form certification;
271- institutional budget and compliance review;
272- PDF conversion and portal validation; and
273- correction of errors before the deadline.
275Never use a generic template as evidence that the final package is compliant.

Timing

Begin compliance mapping before writing. Build in time for:

  • collaborator and subaward documents;
  • SciENcv/common-form certification;
  • institutional budget and compliance review;
  • PDF conversion and portal validation; and
  • correction of errors before the deadline.

Never use a generic template as evidence that the final package is compliant.

Raw lines 265 to 275