Instructions

• Organize the items in a way that makes the most sense for your research.
• Where possible, group items into functional units or suites (see examples below). These are your numbered Line Items. 
• Within each suite (Line Item), identify specific items and provide prices for each component. Include shipping, if needed.
• Describe each item (particularly if it is unique) and justify its importance for your research program.  If applicable, justify why the “higher end” model is being requested.
• Link each Line Item title to a specific research objective(s) and/or activity.
• If a large $ amount or percentage of in-kind is expected for an item, explain why/how it is being offered and valued.
• Training is a separate Item.  Extended warranties can be included within an item, or listed separately, depending on how the quote is prepared by the vendor.

Sample

Note:

• Cash = total cash cost
• In-kind = vendor discount
• Objective = link the equipment to the specific research objective(s) listed in Section 1 in your assessment criteria/proposal.  Identify the objective in the sub-title or in the text.

Item #1 Mega and Micro Probes (Cash = $xx; In-Kind= $xx; Total $xx, Objective xx)

The Bruker Mega probe (CFI $ ; in-kind $)and Micro probe (CFI $ ; in-kind $) are required to [e.g. achieve objective X; achieve required level of accuracy; conduct component XYZ of research].  These probes include features XYZ, which are necessary to [do the above].  Comparable supplier equipment does not include these features.

Item #2 Standard Lab Equipment  (Cash = $xx; In-Kind= $xx; Objective xx)

Standard lab equipment is required to conduct [projects/objectives]. Centrifuge (CFI $ ; in-kind $), 2 freezers (CFI $ ; in-kind $), 10 shakers(CFI $ ; in-kind $), stir plate (CFI $ ; in-kind $),will be purchased from supplier Y. They meet the standard required for [connect to research activities or objectives].

Item #3 Warranty service contract (Cash= $xxx; Objective xx)

Dr. X. will purchase a 3-year warranty/service contract for Item 1 (Bruker Mega and Micro probes) anticipating that recalibration will be required on a regular basis.  No in kind contribution was offered or received.

Item #4 Laboratory Renovations  (Cash= $xxxx; Objective x)

Dr. X’s research requires a wet lab [specifications] to house requested equipment.  It will be housed on Floor xx of Building X, adjacent to [lab xyz] and [class xyz].  The renovations involve [refer to physical resources quote].   As shown in the floor plan, the [xx] lab will involve construction of two interior spaces; the xxx room (sq foot) and the YYY room (sq. ft).  The xxx room will house [xxx] required for [what research purpose].  The YYY room will house [xxx] required for [what research purpose]. These are separated by a soundproof wall, so that [rationale]. This work is being done by the University’s Physical Resources and therefore includes no in-kind contribution.