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eSeaGrant may be used generate the following omnibus sections:

1. Project Narrative PDF
2. Budget Narrative PDF
3. 90-2 Bulk Upload Template

*eSeaGrant provides for and requests proposal-specific Data Management Plans, so inclusion of an overall program DMP is optional

For each narrative,

1. Compile all parts for a narrative into a single PDF. It's recommended that you reduce the size of PDFs generated by Filemaker Pro using a third-party program, such as PDF Shrink (http://www.apagoinc.com/prod_home.php?prod_id=36)
2. Delete blank pages
3. Number pages
4. Update Table of Contents

Project Narrative PDF

1. Table of Contents - use 'TOC - Budget Summaries' FMP report
2. For each proposal, generate the following using Full Proposals → "All parts for this proposal (inc. 90-4s)"
   • 90-2
   • project description
   • references and citations
   • CVs

Budget Narrative PDF

1. Table of Contents - use 'TOC - Budget Summaries' FMP report
2. For each proposal, generate the following using Full Proposals →"All parts for this proposal (inc. 90-4s)"
   • Overall 90-4 Sub-Award Coverpage (if applicable)
   • Overall 90-4
   • FY 90-4 Subaward Coverpages (if applicable)
   • FY 90-4s

90-2 Bulk Upload Template

The "90-2 Bulk Upload Template" requirement is satisfied by Excel spreadsheets generated from two FMP layouts, "Proposal Bulk Export (Excel) - 90-2s" and "Proposal Bulk Export (Excel) - budgets", both of which are located in the 'FMP Administration' section of the main RFP FMP layout drop-down. Log-in to the Filemaker Pro interfaces as Super-Admin to access these layouts.

*Since eSeaGrant generates an approved equivalent to the 90-2 Bulk Upload Template provided by NSGO, programs using eSeaGrant to compile their omnibus are NOT required to manually complete the 90-2 Bulk Upload Template.

By default, the set of proposals included both of these layouts is managed via the 'Include in Omnibus?' toggle for each full proposal. Most of the fields in these two layouts are read-only, since they reflect data elsewhere in the system. You must verify accuracy and completeness of each layout prior to exporting them to Excel spreadsheets. If all of the preceding steps have been fully-completed, however, the only task remaining to ensure a complete spreadsheet export is to check investigator affiliations in the FMP layout "Proposal Bulk Export (Excel) - 90-2s", as follows:

If an investigator's affiliation...

a) is not in the maintained Institutions list (i.e. the PI typed it into the field "enter unlisted affiliation here" when adding the investigator to their proposal),

or

b) is in the list but the investigators affiliation code isn't set in the 90-2 Proposal Bulk Export layout,

…the affiliation box will display 'not set or included in list' in red. A write-in institution should be added to the maintained Institutions list, toggled for display in web form drop-down lists (if desired), and the corresponding NSGO Partner ID (if available) should be retrieved from the NSGO Partners list (available from PIER). The new institution's type and scale should also be set, regardless of whether an NSGO Partner ID is available. If this institution is not included in the NSGO Partners list, then the NSGO Partners ID field in the Institutions list should be left blank until that institution is included in the NSGP Partners list. once the new institution is added to the Institutions list, return to the 90-2 Proposal Bulk Export layout and select it for the investigator. This sets the investigator’s affiliation code.

When investigator affiliations have been addressed, click the 'Export' button at top right of both Proposal Bulk Export layouts to generate spreadsheets that satisfy the "90-2 Bulk Upload Template" requirement.