Simons Fellows in Mathematics

Please see the general instructions for application submission.

Please be sure to submit a proposal using the appropriate application (Mathematics and Physical Sciences — Simons Fellows in Mathematics).

Proposal attachments should be single-spaced and in typeface no smaller than 10-point font. Margins, in all directions, must be at least ½ inch.

Please complete the application as follows:

1. Title Page: Enter the title of the application.
2. Download Templates & Instructions: A “Home Institution Sabbatical Form” template is provided and must be used for the requirement noted below, under Proposal Attachments.
3. Enable Other Users to Access this Proposal: This screen allows others to be granted access to the grant application, if necessary.
4. Applicant: This information is preloaded from the applicant’s professional profile. Please indicate the applicant’s website, if applicable.
5. Organization/Institution: This information is preloaded from the institutional profile. For both pre- and post-award management, select the appropriate signing official and financial officer from the drop-down list or enter the email address of a new official and click on Add. Click on the Save or Close Window link; the official will now be listed as the assigned signing official or financial/fiscal officer. Please see the Simons Foundation grant policies for a description of the responsibilities of the signing official and financial officer.
6. Abstract & Subject Classifications: Please provide a brief summary of where the applicant’s requested leave will take place and the main scientific goals during this time. Also, select subject classification(s) as appropriate.
7. Budget Summary & Justification: Enter start and end dates for the proposed full year leave period and all requested budget amounts in USD. Please also provide a description of how the leave-related expense funding will be used.
8. Proposal Attachments (attachments must be uploaded as unlocked PDFs; please confirm this before uploading):
   • Statement of Recent Work (two-page limit, plus up to one page for references): A statement explaining the candidate’s most significant scientific work over the previous five years.
   • Statement of Sabbatical Plans (two-page limit, plus up to one page for references): A statement summarizing the applicant’s plans for the entire leave period, the institution or institutions at which the leave is to be spent, and the main scientific goals.
   • Curriculum Vitae (two-page limit): Must include Ph.D. year, institution, advisor and positions held.
   • Current and Pending Support: The list of current and pending support should include all financial resources — whether federal, non-federal, commercial or institutional — available in direct support of the applicant’s research endeavors. Each support item listed should include the following:
     • indication of active or pending,
     • award number,
     • source of support,
     • title of project,
     • dates of approved/proposed project,
     • annual direct costs and
     • notification date (if known, and only for proposed projects).
   • Publications List: A list of up to five publications from the past five years and up to five other publications.
   • Students List: Current or recent (past five years) postdocs and Ph.D. students, including their dissertation topics and likely date of completion.
   • Home Institution Sabbatical Form: This form must be signed by the applicant’s department chair or other appropriate university authority verifying the following:
     • the applicant has a tenured faculty position;
     • the applicant is eligible for sabbatical or approved for the specified academic-year period;
     • the applicant’s academic-year salary for the leave period — if this is not yet finalized, please note the expected salary and expected date of salary increase;
     • provision of the percentage of total salary that will be covered by the award;
     • that the applicant will have a teaching or administrative position at the same U.S. or Canadian college or university through the semester following the proposed leave; and
     • university provision of full salary support for at least 50 percent of the full year leave period and that the university-supported portion of the leave is contiguous to the period supported by the foundation.

     Verification of sabbatical approval is not required at the time of application but must be provided to the foundation at least three months prior to the start of the applicant’s fellowship funding. The application must still include the “Home Institution Sabbatical Form” verifying as much of the information indicated above as is possible at the time of the application submission.

     This information must be verified using this form only. Applications that do not include this form will not be considered.

   • Letter from Other Institution (if applicable):
     • If the leave is to be taken at another institution or institutions, confirmation must be submitted from the host institution(s) in the form of a letter signed by relevant department chairs or other appropriate university authorities stating that the visit is approved and briefly describing the facilities that will be made available to the applicant.
     • If the letter of confirmation from the prospective host institution(s) cannot be obtained, then the application must include a backup plan describing what would be done if the visit(s) were not possible. The location of the sabbatical must be confirmed, in the form of the above-mentioned letter, to the foundation at least three months prior to the start of the applicant’s fellowship funding.
     • The location must be at either the originally proposed host institution or at the institution(s) specified in the backup plan, unless explicit permission is obtained from the foundation no later than three months before the start of the leave.
   • 501(c)(3) Equivalency Determination Letter from the IRS (if applicable):
     • See Simons Foundation policies for requirements for grants to international institutions.
     • For Canadian institutions (only applicable to the home institution), upload a copy of the institution’s equivalency determination letter from the U.S. Internal Revenue Service (IRS) stating exemption under 501(c)(3) and, furthermore, either a 509(a)(1), (2) or (3) classification.
     • If a Canadian institution does not have this letter at the application stage, do not upload anything for this attachment type.
     • If a Canadian institution is selected for funding and does not have the aforementioned documentation, the foundation will require that the institution complete an equivalency determination with NGOsource. The foundation will handle all administrative and financial aspects of this determination.
     • IRS letters should not be uploaded for U.S. institutions.
   • Signed Signature Page:
     • Must be downloaded in the Signature Page(s) section of the application, signed by the designated signing official from the institution’s sponsored research office (or equivalent) and then re-uploaded as a proposal attachment.
     • Please note that not all fields on the generated signature page will be populated and those fields should be left blank.
     • Only the signed first page of the signature page PDF file needs to be uploaded for this requirement.
     • An application should not be submitted without a signature on the signed signature page.
9. Validate: Click the Validate button to check for any missing required information or files. All missing required information will be listed on the screen and must be corrected before the application can be submitted.
10. Signature Page(s): Once all sections are completed, the signed signature page is to be downloaded in this section of the application, signed by the signing official from the institution’s sponsored research office (or equivalent) and then re-uploaded as a proposal attachment.
11. Submit: This section will only appear if the deadline has not passed.