Pre-Award Compliance Verifier
Systematically verify grant proposals against federal, institutional, and funder compliance rules
What You Can Do
Systematically verify that grant proposals meet all applicable federal regulations (NSF, NIH, DoD, etc.), institutional policies, and funder-specific requirements before submission. The skill analyzes proposal documents against compliance checklists, identifies gaps or conflicts, and provides actionable remediation steps. This prevents costly rejections and submission delays caused by compliance oversights.
Features
Checks proposals against common federal funder rules (NSF, NIH, DoD, DOE, USDA) including eligibility criteria, budget limits, cost-sharing mandates, and indirect cost caps.
Verifies compliance with your institution's pre-award policies, signing authority levels, conflict-of-interest disclosures, and required internal approvals.
Analyzes proposal details against funder-specific requirements for formats, page limits, biographical sketches, data management plans, and publication policies.
Identifies missing compliance elements (approvals, certifications, disclosures, documentation) and provides step-by-step remediation with owner assignments.
Generates clear compliance summaries organized by federal, institutional, and funder-specific requirements with risk levels and priority flags.
Validates budget justifications against funder limits, ensures institutional cost-sharing commitments are documented, and flags unsupported expenses.
Checks submission deadlines, required approval timelines, and institutional review schedules against proposal milestones.
Example Output
Compliance Verification Report: NSF SBIR Phase II
Overall Status: ⚠️ 3 Critical Issues, 2 Warnings
Federal Requirements (NSF)
- ✅ Eligibility: Small business status confirmed
- ⚠️ Budget concern: Proposed $750K at NSF limit — no contingency buffer
- ✅ Indirect cost: 22% (within federally negotiated cap)
Institutional Requirements
- ✅ Conflict-of-interest disclosures: All PIs completed
- ❌ Missing: Research integrity approval required before submission (2-3 days)
- ✅ Cost-share: 10% institutional match documented
Funder-Specific (NSF SBIR)
- ✅ Project narrative: 15 pages (within 20-page limit)
- ⚠️ Data plan gap: No DOI strategy specified — NSF expects data sharing
- ❌ Format error: Co-PI biographical sketch uses CV format; NSF requires 2-page template
Remediation Checklist:
- Submit research integrity form to compliance office (Owner: Admin, 3 days)
- Reformat co-PI sketch using NSF template (Owner: Co-PI, 1 day)
- Add data sharing and DOI commitment to narrative (Owner: PI, 2 days)
What's Included
- Federal Compliance Checker: Pre-built rules for NSF, NIH, DoD, DOE, USDA covering eligibility, budget caps, cost-sharing, and indirect cost policies.
- Institutional Policy Database: Customizable templates for your institution's pre-award policies, signing authority matrices, and required approvals.
- Funder-Specific Rule Repository: Downloadable requirement checklists for 50+ federal and foundation funders across all NIH institutes, NSF directorates, and major private foundations.
- Compliance Report Template: Structured markdown template for generating actionable compliance summaries organized by requirement level with risk prioritization.
- Gap Remediation Workflow: Step-by-step guidance for resolving identified compliance gaps with owner assignment, time estimates, and required resources.
- Budget Audit Checklist: Validation rules for budget justification, cost-sharing documentation, allowable expenses, and funder-specific budget limitations.
Who It's For
- Grants Administrators & Pre-Award Specialists
- Research Coordinators & Project Managers
- Faculty Researchers & Project PIs
- University Compliance Officers
- Sponsored Programs & Grants Offices
Best For
- Pre-submission compliance audits for federal grant proposals
- Institutional policy compliance verification before routing
- Gap analysis and remediation planning
- Budget and cost-sharing validation
- Multi-funder requirement comparison and selection
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