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.
Pages Overview
Figure 284 Institutional Proposal Document Layout Example
Table 153 Institutional Proposal Document – Page Descriptions
|
Page (linked to documentation topic) |
Description |
|
Key proposal information, automatically entered by KC from the Proposal Development document or the Proposal Log document | |
|
List of project personnel and administrator contact information | |
|
Customized sections and data elements specific to your institution | |
|
Special reviews required for regulatory compliance | |
|
Project cost sharing and unrecovered F&A for each fiscal year | |
|
Institutional Proposal data validation, Proposal Notice Generation, Current and Pending Support report generation, email notification, and routing | |
|
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 154 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.
|
|
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 285 Institutional Proposal Document Header
Table 155 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 |
Institutional Proposal