Proposal Log

 

The Proposal Log document creates an electronic proposal and proposal number for a proposal that you do not submit through the KC Proposal Development and Budget module.  Your institution can use the Proposal Log for paper proposal submissions or for sponsor agreements and awards received prior to an electronic proposal.  If your institution does not implement the KC Proposal Development and Budget module, you can initiate a Proposal Log to record a paper proposal.  The Proposal Log generates an Institutional Proposal record that your institution can use for reporting.

 

Examples of how your institution may use the Proposal Log are:

•      An investigator at your institution submitted a paper proposal to the sponsor.

•      Your institution receives a check from a sponsor for which there is no formal proposal.

•      The sponsored projects office receives incremental funding for which there is no formal proposal.

•      The sponsored projects office receives an award agreement and must begin negotiations with the agency prior to receiving a formal proposal.

•      Your institution receives a non-competing continuation award for which there is no formal proposal.

•      Your institution opts to track white papers for which there are no formal proposals.

When you create a Proposal Log in situations like this, it enables your institution to accurately track and report on proposals.

Access

Your KC role determines your authorization to create, modify, merge, submit, view, or print a proposal log.  Your institution may create its own user roles and authorizations, or you may use the default KC roles and authorizations:

 

Table 190 KC Default Authorizations for Proposal Log

User Class	Role	Authorizations
OSP Administrator	Maintainer	The OSP Administrator can create, modify, merge, submit, and print a proposal log.
OSP Administrator – Contractor	Maintainer	The OSP Administrator can create, modify, merge, submit, and print a proposal log.
Unit/Dept Administrator	Viewer	A Unit and a Dept Administrator can view and print a proposal log
PI/Co-PI/Key Personnel	Viewer	The PI, Co-PI, and Key Personnel can view and print a proposal log. The PI, Co-PI, and Key Personnel can request a proposal number and view their proposals in the Proposal Log; they need to request changes through the appropriate mechanism and route them to the OSP Administrator.

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

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

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

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

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

•      > Id column > Id link

•      > Document Lookup search results > Document/Notification Id column > document ID

Header

The document header is standard for most KC e-docs.

Figure 413 Proposal Log – Document Header

Table 191Proposal Log – Document Header Field Descriptions

Field	Description
Doc Nbr	The unique identifier for this Proposal Development document
Initiator	The user name of the person who created this Proposal Development document
Status	The state of the document as it relates to the completion of the document KC sets this to In Progress when you create a Proposal Development document Not related to submission status
Created	The time and date the document was created

 

Reference:  For more information about the document header area, see “Header Area” on page Error! Bookmark not defined. in E-Doc Fundamentals.

Layout

Figure 414 Proposal Log Document – Section Layout

The Proposal Log document is similar in structure as the standard maintenance e-docs in KC.  It has one unique section:  Edit Proposal Log.

Table 192 Proposal Log Document – Section Descriptions and Subtopic Links

Section (linked to subtopic)	Brief Description
Edit Proposal Log	The key information about the proposal including proposal log type, the proposal name, the PI, sponsor, the lead unit, and the status.

Example

Figure 415 Proposal Log Document – View Mode Example

Common Features

This document includes the following features that are common to most KC maintenance documents:

Table 193 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” on page Error! Bookmark not defined. in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 94 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 95 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 97 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 98 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see  “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.

Subtopics:

Edit Proposal Log