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Edit Proposal Log

The Edit Proposal Log section is used for the collection, maintenance, and viewing of information that is vital to a proposal. The information in the Proposal Log is transferred directly from information on the Electronic Blue Sheet (EBS) when one is submitted to OSP.

Figure 287 Proposal Log Document –Edit Proposal Log Section
Figure 287 Proposal Log Document –Edit Proposal Log Section

Field

Description

Proposal Number

Read-only. The system-generated identifier for the document.

Fiscal Month/Year

Read-only. The system-generated fiscal month and year the proposal log was created.

  • WVU’s fiscal year runs July-June so 1/2013 would indicate that the proposal was submitted in July 2013.

Proposal Log Type

Required.  The type of the Proposal Log:

  • Merged:  Automatically set by WVU+kc when one Proposal Log document is merged with another Proposal Log or with an Institutional Proposal document.
  • Permanent: Default selection. Indicates that the proposal will not come from the Proposal Development and Budget module and that it will eventually become an Institutional Proposal record.
  • Temporary: Used when a proposal will be created in the Proposal Development and Budget module but negotiations on an award must begin before the proposal is routed through that module.
  • Disclosure: Related to the Conflict of Interest functionality that will be available in future releases of WVU+kc.
  • The Proposal Log Type cannot be changed after the Proposal Log has been submitted.

Proposal Log Status

Required. The Proposal Log submission status:

  • Pending: The default status for a Proposal Log. A Proposal Log is pending until it is used to create an Institutional Proposal document at which time it will change to Submitted.
  • Merged: A Proposal Log that has been combined with another Proposal Log document or Institutional Proposal document.
  • Submitted: A paper proposal has been submitted to the sponsor and has merged the Proposal Log with an Institutional Proposal.
  • Void: The Proposal Log was created in error and will not be used.

Title

Required.  The title of the project. This text box has a 200-character limit.

Principal Investigator (Employee)

Required. The name of the employee who is responsible for the proposal.

  • Only one person can be indicated as the Principal Investigator for a proposal.

Lead Unit

Required. The department of the PI responsible for the administration of the proposal.

Sponsor

Required. The unique identifier of the sponsoring organization.

Comments

Optional. Internal notes about the Proposal Log.

Deadline Date

Optional. The sponsor’s deadline date for the proposal submission.

Created By

Read Only. The user ID of the person who created the Proposal Log.

Log Create Date

Read Only. The date the Proposal Log was created.

Updated By

Read Only. The user ID of the person who last modified the document.

Last Update Date

Read Only. The last date the Proposal Log document was updated.

OSP Number

Required. The OSP number assigned to the proposal.  OSP numbers represent the fiscal year the proposal was submitted and the sequential number for the proposal.  For example, OSP #13-678 would be the 678th proposal submitted in fiscal year 2013.

PI % Effort

Required. The level of effort the PI will be contributing to the project.

Short Title

Required. The short title of the project.

Lead Organization (WVU or other)

Required. The organization submitting the proposal.

Deadline Type

Optional. The type of proposal deadline established by the sponsor

  • Postmarked: The proposal must be postmarked by the submission deadline.
  • Received by Agency: The proposal must be received by the sponsor by the submission deadline.
  • Electronic Submission: The proposal should be submitted to the agency via electronic format such as grants.gov.

Project Status

Required. The type of submission:

  • New: A new proposal.
  • Resubmission: A resubmission of a previously-submitted proposal.
  • Renewal/Revision: A renewal of a previously-submitted proposal.
  • Continuation: A continuation of a previously-approved proposal.
  • Revision: A revision to a previous proposal.

Estimated Project Start Date First/Current Year

Required. Date the first budget year of the project will begin.

Estimated Project Finish Date

Required. Date the first budget year of the project will end.

Total Project Period Start Date

Required. Date the total project period will begin.

Total Project Period End Date

Required. Date the total project period will end.

First or Current Year-Agency Costs-Direct Costs

Required. Budget costs for the first year o the project.

First or Current Year – Cost Share –Dept/College

Required. Cost-share provided by the department or college for the project’s first year.

First or Current Year – Cost Share –Other

Required. Cost-share provided by other sources for the project’s first year.

Total Project Period – Agency Cost-Direct Costs

Required. Total project budget costs.

Total Project Period – Cost Share Dept/College

Required. Total cost-share provided by the department or college for the entire project.

Total Projec Period – Cost Share – Other

Required. Total cost-share provided by other sources for the entire project.

FA Rate

Required. Facilities and Administrative Rate used for the project. F&A costs are costs of an institution which are not readily identifiable with a particular project or activity but are necessary to the general operation of the institution and the conduct of its activities.  F&A rates vary depending on the type of work being conducted and if the project will take place on campus or off campus.


Table 101 Proposal Log Document –Edit Proposal Field Descriptions

Merging a New Proposal Log with an Existing Temporary Proposal Log

When a permanent Proposal Log is submitted, WVU+kc will check for temporary Proposal Log documents for the same PI. WVU+kc will ask to merge the current Proposal Log document with any temporary Proposal Logs it finds. Users can choose whether to merge each individual temporary Proposal Log. If WVU+kc finds temporary Proposal Logs for the same PI, it will display a message listing all the temporary documents. OSP administrators can merge any temporary Proposal Log documents with Institutional Proposals so that the Institutional Proposal document can be used to initiate an Award.

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