Institutional Proposal

The Institutional Proposal document is the master record for a proposal. Administrators enter and maintain proposal, sponsor, and award information in the Institutional Proposal document.

KC automatically creates the Institutional Proposal document when you submit a Proposal Development document to the sponsor. Administrators can also create an Institutional Proposal document by promoting a Proposal Log document.

After a proposal is funded, an administrator links the Award document to the Institutional Proposal document(s). KC populates the Award document with information from the linked Institutional Proposal(s). Administrators may then modify the proposal information in the Award record.

In this topic:

Pages Overview

Figure 360 Institutional Proposal Document Layout Example

Table 151 Institutional Proposal Document – Page Descriptions

Page (linked to documentation topic)	Description
Institutional Proposal	Key proposal information, automatically entered by KC from the Proposal Development document or the Proposal Log document
Contacts	List of project personnel and administrator contact information
Custom Data	Customized sections and data elements specific to your institution
Special Review	Special reviews required for regulatory compliance
Intellectual Property Review	A record of Intellectual Property reviews; required for proposals submitted to commercial sponsors Maintained by either OSP or the Technology Transfer office, depending on your institution’s business processes
Distribution	Project cost sharing and unrecovered F&A for each fiscal year
Institutional Proposal Actions	Institutional Proposal data validation, Proposal Notice Generation, Current and Pending Support report generation, email notification, and routing
Medusa	A hierarchical view of KC e-docs and a point-of-entry to those e-docs Medusa shows the relationship between the Institutional Proposal and Awards, and allows the user to navigate between them.

Permissions

Your KC user role determines your permissions to create, modify, view, or print an Institutional Proposal document. Your institution may create its own user roles and authorizations or you may use the default KC roles and authorizations:

Table 152 Institutional Proposal Permissions

User Class	Role	Authorizations
OSP Administrator	Maintainer	The OSP Administrator is responsible for high-level maintenance of the Institutional Proposal. The OSP Administrator can view, create, edit, and version an Institutional Proposal document.
OSP Administrator – Contractor	Viewer	The contracting officer is responsible for negotiating contract terms. The contracting officer can view most portions of the Institutional Proposal. The contracting officer may have permission to modify the Intellectual Property Review section or the Intellectual Property Review document.
Unit/Dept Administrator	Viewer	The unit/college/departmental user can view an Institutional Proposal document for his or her department.
PI/Co-PI/Key Personnel	Viewer	The PI, Co-PI, and key personnel can view an Institutional Proposal document for their proposals.
Compliance Administrators	Viewer	Compliance administrators (for example, IRB, IACUC, or COI) may be able to view an Institutional Proposal document.

Access

You can access the Institutional Proposal document one of these ways:

To create an Institutional Proposal document:

• Unit menu > Pre-Award menu group > Institutional Proposal

• Central Admin menu > Pre-Award menu group > Institutional Proposal

To open an existing Institutional Proposal document:

• Researcher menu > Proposals menu group > Search Institutional Proposals link

• Unit menu > Pre-Award menu group > Institutional Proposal

• Central Admin menu > Pre-Award menu group > Institutional Proposal

• Action List screen > Document Id column > Document Id link

• Doc Search screen > Search Results table > Document Id column > link

Document Header

The Document Header is common to all KC documents. It displays information about the Institutional Proposal document:

Figure 361 Institutional Proposal Document Header

Table 153 Institutional Proposal Document Header Definitions

Field	Description
Doc Nbr	The unique identifier for the Institutional Proposal document
Initiator	The user name of the person who created the Institutional Proposal document
Status	The state of the document as it relates to the completion of the Institutional Proposal document Automatically set to Initiated when an Institutional Proposal document is created This is not related to submission status.
Created	The time and date the Institutional Proposal document was created

Subtopics: