PI Lounge

**Note: It is Einstein’s policy that prior to submission, ALL grant proposals must be created, routed, and approved in Cayuse, regardless of sponsor.**

How to Write a Successful Grant: Step by Step Guide

Spring/Summer 2023 Workshop Schedule and Structure
(May through August, Wednesday afternoons, 3:30 - 5:30pm) via zoom.

Participants must send their assigned grant sections to the leader and fellow participants by Monday at 10:30 am, for discussion that week at the next Wednesday class. Students review each other’s grant sections according to assignments as primary or secondary reviewer at each session. The workshop leader will review all submissions each week and comment. The mock study section is an event at which scholars review assigned completed grants. Participants may schedule individual sessions with leaders if the need arises. Submission of the completed grant to NIH and the score is the key evaluation of the workshop and the scholar.

  • Wednesday May 17: Intro Session (Dr. Basu)
  • Wednesday May 24: Aims
  • Wednesday May 31: Aims
  • Wednesday June 14: Significance/Innovation/prelim data
  • Wednesday June 28: Significance/Innovation/prelim data
  • Wednesday July 12: Approach
  • Wednesday July 26: Approach: Review Research Plans
  • Wednesday Aug 09: Mock Study Section


  • Must be early-stage investigator by NIH definition
  • Must be recommended by department chair (with particular reference to protected time to write the grant) and mentor
  • Must attend all workshop sessions
  • Must commit to the first Ro1 submission to be September or October 2023 deadlines


  1. April 7, 2023: First announcement and call for applications
  2. April 30, 2023: Applications due (i.e., scholars’ full CV, draft aims, letter from chair with guarantee of protected time to write grant).
  3. May 3, 2023: Review and select scholars.
  4. May 3 - 29, 2023 Brief individual meetings to discuss research and draft aims with Marcel Yotebieng, MD PhD MPH and Michal L. Melamed, MD MHS.

Please contact Drs. Marcel Yotebieng (marcel.yotebieng@einsteinmed.edu) and Michal Melamed (michal.melamed@einsteinmed.edu) for additional questions.

NIH defines an Early Stage Investigator (ESI) as a new investigator who has completed his or her terminal research degree or medical residency—whichever date is later—within the past 10 years and has not yet competed successfully for a substantial, competing NIH research grant.

Early Career: Senior postdocs after 5 years, Assistant Professors, Associate Professors

Helpful Resources

Source: https://researchtraining.nih.gov/resources#system-resources

CDC grants solution

Einstein Administrative Departments:


Office of Research Administration

Adobe Acrobat Reader has an electronic signature method that works for both PCs and Macs and it is free!

  • First, you need to download and install Adobe Acrobat Reader.

    • Please submit a ticket with Einstein IT here for more assistance. There is a license for Einstein.
  • Open the word document and save it as a pdf on the desktop. Close.
  • Right click the PDF and choose: open with- Adobe Acrobat Reader.
  • Click the sign icon in the toolbar and then choose whether you want to add your signature or just your initials.
  • You can choose to sign by: typing your name, drawing your signature, or browsing for a saved image of your signature.
  • You can click "save signature" if desired. Then click "Apply."
  • Lastly, drag the signature to the correct location. You can change the color, font, or size as needed.
  • Follow these steps for "flattening" the PDF to avoid errors.

    • Make sure that the electronic signature is still showing there after flattening.

Steps and screenshots can be found here.


  • All pre-award documents (not yet funded).
  • All proposal documents/ face pages.
  • SOIs.
  • Post submission materials (agreement to guidelines prior to award).
  • DHHS Assurance of Compliance Form.


  • All post award documents.
  • All incoming and outgoing subcontract agreements.
  • Other award agreements and award acceptance letters.
  • Subrecipient commitment forms.
  • Subrecipient monitoring questionnaires.
  • Invoices and FFRs.

*The Public Student Loan Forgiveness (PSLF) form should be sent to HR at hris-systems@einsteinmed.edu.


  • All pre-award documents (not yet funded).
  • All proposal documents.
  • Change of grantee institution paperwork required for PI transfer into Einstein.
  • Post submission materials.
  • JIT.
  • OPAS- NCE, rebudget, CO, all prior approval requests (after amount is confirmed with RF).
  • Closeout forms.
  • Relinquishing statements (after amount is confirmed with RF).


  • All post award documents.
  • Invoices and interim reports.
  • RPPRs.
  • FFRs.
  • Additional post award sponsor expense detail requests.
  • New.
  • Competitive Renewal.
  • Supplement.
  • Revision.
  • Resubmission.
  • Incoming subcontracts.
  • New.
  • Competitive Renewal.
  • Incoming subcontracts- new and renewal (DMSP section will be handled by the prime).
  • All proposal and sponsor types, including incoming subawards.
  • All Cayuse 424 proposals must be linked to Cayuse SP before routing.
  • NOT needed for final RPPRs .
  • When Einstein is the Lead institution, we require a SOI from the non-lead institutions.
  • When Einstein is the Non-Lead institution, required when the Lead requests it.
  • New.
  • Competitive Renewal.
  • Revision, updated SOI.
  • Resubmission, updated SOI.
  • New.
  • Competitive Renewal.
  • Supplement.
  • Revision.
  • Resubmission.
  • For any applications where human subjects, human materials, and using human data use are involved including clinical trials (two weeks before the deadline).
  • Any grant applications proposing to use Montefiore facilities related to human studies or clinical trials (2 to 4 weeks before the deadline).