Call Management

ID: The integer ID that the Admin will use to create a set of instructions for the call (see Call Instructions, below).

Title: The title of the call, that will appear in the header of the proposal submission interfaces (e.g. "RFP FY2011").

Active: The toggle for whether a call is active, which affects proposal access and visibility in many ways, including:

• calls that may be responded to (assuming current date precedes proposal submission deadlines)
• proposals that may be assigned to reviewers

Type: Type of call

RFP date: The date that the email announcing the new call is sent to the public.

Start Date: The earliest allowable funding start date for proposals/applications submitted to the call.

End Date: The latest allowable funding end date for proposals/applications submitted to the call.

Proposal Num. Prefix: Isn't this redundant? The call has an ID.

90-4 Expiration Date: The date that will appear at top-right on 90-4 forms generated for the call.

Notes: General notes for administrative reference

Web Interface Instructions: see below

Require Pre-Proposal / Application Phase?: Select 'Yes' to include the Pre-Proposal /Application phase in the call, and adjust settings for this phase.  If set to 'No', PIs starting proposals for the call will begin in the Full Proposal phase.

Pre-Proposal/App Interface Title:  The title of the interface displayed when PIs are developing submission in this phase of the call (e.g. "Preliminary Proposal Online Submission", "2014 Knauss Fellowship").

Pre-Proposal/App Deadline: The displayed deadline for this phase of the call, and the date and time that the submission interface for this phase of the call will automatically close to PIs (if auto-close is enabled). Enter date and time in this format: [MM/DD/YYYY HH:MM AM/PM] (e.g. 5/16/2012 5:00 PM).

Pre-Prop/App Auto-Close at Deadline?: Set to 'No' if you DO NOT wish for the Pre-Proposal/Application submission interface to automatically close proposal access for this call at the corresponding deadline. Set to 'Yes' by default.

Pre-Prop Investigator Detailed Records Limit: Upper-limit of the number of full investigator records to accept, per proposal, at pre-proposal stage (e.g. 2). Enter '0' for no limit.

Options - OM type

Require Pre-Proposal Budget Worksheet(s)?: Select 'Yes' to include budget worksheet submission in the Pre-Proposal phase of the call. If not included, first and second-year Sea Grant and matching totals will be required instead. If using eSG budget worksheets, make sure to configure all relevant Funding Years (see below).

Require Pre-Proposal Matching Funds?: Select 'Yes' to require a minimum amount of matching funds in eSG budget worksheets in the Pre-Proposal phase of the call.  When toggled, the PI is alerted if a minimum is not provided, but proposal submission is still allowed.

Pre-Proposal Matching Funds Rate: The minimum matching funds percentage (as decimal), if required for the Pre-Proposal phase of the call.

Require Pre-Proposal Budget Justification?: Select 'Yes' if eSG budget worksheets required for the Pre-Proposal phase of the call also require line-item justification.

Require Pre-Proposal Budget Upload?: Secondary option for when budget worksheets are not required; select 'Yes' to require upload of a single PDF containing all FY budgets.

Accept Reviewer Suggestions at Pre-Proposal?: Select 'Yes' to include Peer Reviewer suggestions as part of the Pre-Proposal phase of the call.

Pre-Proposal Review Deadline: The date and time at which reviewers are expected to have submitted their reviews of proposals submitted via the Pre-Proposal phase of the call. This value is for reference only, and does not control interface access.

Pre-Proposal Review Configuration: Either Simple or Complex. Simple : Reviewers apply a single rating and comment to assigned proposals. Complex : Reviewers apply scores for up to five evaluation criteria and a comment to assigned proposals. If 'Complex' pre-proposal review is chosen, you must create an Evaluation Criteria Set for it in FMP (Reviews > Evaluation Criteria Sets).

Options - FE type

Require FE Uploads?: Select 'Yes' to include any of the following, which are common uploads for many fellowships and awards offered by Sea Grant programs:

Goal Statement: Select 'Yes' to require Goal Statement upload

CV: Select 'Yes' to require upload of applicant CV / resume'

Classes/Plans Statement: Select 'Yes' to require upload of Classes/Plans Statement

Require Mail?: Select 'Yes' to include any of the following, which are common mailed items for many fellowships and awards offered by Sea Grant programs:

Letters of Recommendation: Select 'Yes' to require submission of contact information for individuals providing letters of recommendation via mail, up to the number specified in the accompanying '# Required' box.

Transcripts: Select 'Yes' to require submission of a list of institutions submitting transcripts via mail.

Additional Upload Customization

The Pre-Proposal / Application phase also includes two sets of customizable uploads: Misc. Supporting Documents and Misc. Required Uploads.

Misc. Supporting Documents: Set to 'Yes' to accept any number of additional miscellaneous documents, up to the number specific in the accompanying 'Limit' box. You may also restrict this set of uploads to only accept PDFs using the 'PDF Only?' toggle. Inclusion of these documents is NOT required by the PI or applicant for a complete submission - they are optional.

Misc. Required Uploads: Click the green [+] button to specify additional REQUIRED uploads. For each upload, provide a unique, descriptive label to appear in the submission form, and indicate if this upload should be restricted to PDFs only. Labels must be unique within the combined Pre-Proposal / Full Proposal "Misc Uploads" domain for the call. The system checks this when labels are added, and temporarily renames duplicate labels.

Web Interface Instructions: see below

Full Proposal Interface Title: The title of the interface when PIs are submitting proposals in the Full Proposal phase of the call (e.g. "Full Proposal Online Submission").

Require Full Proposal Matching Funds?:Select 'Yes' to require a minimum amount of matching funds in eSG budget worksheets in the Full Proposal phase of the call.  When toggled, the PI is alerted if a minimum is not provided, but proposal submission is still allowed. Enter the minimum matching funds percentage (as decimal) in the "% as decimal" box.

Full Proposal Deadline: The displayed deadline for this phase of the call, and the date and time that the submission interface for this phase of the call will automatically close to PIs (if auto-close is enabled). Enter date and time in this format: [MM/DD/YYYY HH:MM AM/PM] (e.g. 5/16/2012 5:00 PM).

Full Proposal Auto-Close at Deadline?: Set to 'No' if you DO NOT wish for the Full Proposal submission interface to automatically close proposal access for this call at the corresponding deadline. Set to 'Yes' by default.

Peer Review Deadline: The displayed date and time at which reviewers are expected to have submitted their peer reviews of proposals submitted via the Full Proposal phase of the call. This value is for reference only, and does not control interface access.

Peer Review Configuration: Either Simple or Complex. Simple : Reviewers apply a single rating and comment to assigned proposals. Complex : Reviewers apply scores for up to five evaluation criteria and a comment to assigned proposals. If 'Complex' peer review is chosen, you must create an Evaluation Criteria Set for it in FMP (Reviews > Evaluation Criteria Sets).

Open PI access to Peer Reviews?: Set this to 'Yes' when you are ready to open peer review access to PIs. By default, peer reviews are not visible to PIs until this toggle is activated.

Panel Review - Peer Reviewer Visibility: Choose 'blinded' to hide peer reviewer names in peer reviews provided to panel reviewers in the Panel Review interface.

Rebuttal Deadline: The date and time that PIs are expected to have submitted rebuttals to peer reviews of proposals submitted via the Full Proposal phase of the call. Enter date and time in this format: [MM/DD/YYYY HH:MM AM/PM] (e.g. 5/16/2012 5:00 PM).

Final Revision Phase: Select 'active' to re-open the Full Proposal submission interface for this call to edits by PIs.

Additional Upload Customization

The Pre-Proposal / Application phase also includes two sets of customizable uploads: Misc. Supporting Documents and Misc. Required Uploads.

Misc. Required Uploads: Click the green [+] button to specify additional REQUIRED uploads. For each upload, provide a unique, descriptive label to appear in the submission form, and indicate if this upload should be restricted to PDFs only. Labels must be unique within the combined Pre-Proposal / Full Proposal "Misc Uploads" domain for the call. The system checks this when labels are added, and temporarily renames duplicate labels.

If using eSG budget worksheets in a call for Pre-Proposal and/or Full Proposal Submission, you must configure all relevant Funding Years.

The entire list of all possible funding years (FYs) is managed via the 'FYs' layout in RFP FMP.  Once a funding year is added to this table, it may be assigned to a call via the Funding Years panel of the 'Calls' layout.  The selection of funding years assigned to a call in this panel drive the funding year (FY) select drop-down in eSG budget worksheet submitted via that call, and the On-Campus and Off-Campus Research rates set for the assigned funding years are provided as defaults for Indirect Cost rates in budgets created by PIs affiliated with the eSG host institution.

FY: Feb 1 -  Jan 31 funding years are usually entered in this format: [YYYY] (e.g. 2018), but this field should really be considered as a custom label for its related duration. For FYs that span periods other than 2/1 - 1/31, it's acceptable to use alternate naming methods (e.g. "2018 - Seed Proposals"; up to 40 characters)

Start: Enter funding year start date in this format: [MM/DD/YYYY] (e.g. 2/01/18)

End: Enter funding year end date in this format: [MM/DD/YYYY] (e.g. 1/31/19)

Duration: auto-calculated using Start and End dates

On-Campus, Research: Enter on-campus, research indirect cost rate percentage for a funding year as a decimal value (e.g. 0.675) 

Off-Campus, Research: Enter off-campus, research indirect cost rate percentage for a funding year as a decimal value (e.g. 0.06)

On-Campus, Other: is this field needed?

Off-Campus, Other: is this field needed?