Proposal Management: Additional Help: Finalize Proposal for ORSP

6.5 Are all of your documents uploaded and are you ready to finalize?

Question 6.5 asks if all of your documents are uploaded and are you ready to finalize at the time the PAF was routed for approval.

If ORSP is submitting the proposal, it MUST be finalized prior to submission to the sponsor.

Tip 

  • Proposal documents can be finalized at any time during Unit Review or ORSP Review of the PAF.
  • When you are satisfied that all documents are complete and ready for ORSP to submit to the sponsor, finalize your proposal.

Steps to Finalize for Submission to Sponsor

  1. Click the Finalize for Submission to Sponsor activity in the Manage Data section on the PAF Workspace.
  2. Select the Yes radio button if all of your documents are uploaded and you are ready to finalize.
  3. Click Choose File to upload the Final Proposal as one PDF, unless otherwise specified by sponsor.
  4. Click Attach.
  5. Click OK.

Your finalized proposal will appear under the Finalized Proposals tab on your Home Workspace.

ORSP Submitting Proposal

  • ORSP cannot submit the proposal unless you have:
    • Indicated that your documents are uploaded and you are ready to finalize in Finalize for Submission to Sponsor Manage Data activity.
    • Uploaded the final proposal document.
      • By uploading any documents, you are indicating to ORSP that the proposal is final and can be submitted at any time after unit approvals are complete.
  • ORSP will print and submit your final proposal to the sponsor. Include detailed comments about submission in the Proposal Submission and/or other instructions for ORSP field.


Project Team Submitting Proposal

  • You cannot log submission unless you have:
    • Selected Yes that your documents are uploaded and you are ready to finalize.
    • Uploaded a copy of the final proposal if project team is submitting
  • After ORSP review is complete, you will have an activity called Log Project Team Submission to Sponsor.

You can:

  • Attach: Browse and attach documents.
  • Upload New Version: Upload a new version of a document and keep a version history (keeps previous documents).
  • View Version History: View past versions of documents and download previous versions if needed.
  • Delete: Remove a document. Does not keep any version history.
  • Manage Document Security: Restrict specified personnel from viewing the document.

Tips

  • Mac users: make sure you turn on file extensions. Any file uploaded without an extension (e.g., doc) cannot be viewed by others.
  • No limit on the number of documents that can be attached.
  • Documents can be any file type (e.g., .ppt, .xls, . pdf, .doc).
  • The person viewing the document must have the correct program to view your attachments. For example, if someone does not have Microsoft Project he/she cannot view MS Project files (.mpp).
  • Consider uploading a lower version of file types to ensure everyone can view your document, e.g., upload .doc instead of .docx.
  • Each document uploaded can be up to 268 MB.
  • If your document is more than 268 MB, you can compress or zip it to reduce its size.

Related resources

Tags: 
eResearch
Proposal Management
Last Updated: 
Wednesday, October 16, 2019