Page History
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To create a new call, go to Calls in FMP and add a new record. ID: This is the ID: The integer ID that the Admin will use to create a set of instructions for the call (see Call Instructions, below). Active: '1' toggles the call to appear in the drop-down list of calls that PIs may submit to upon log-in. Title: Title 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:
Type: Type of call (e.g. Omnibus) RFP date: This is the The date that the email announcing the new Request for Proposals call is sent to the public. Start Date: The earliest allowable funding start date of funding for proposals/applications submitted to this the call. End Date: The end date of funding for proposals latest allowable funding end date for proposals/applications submitted to this the call. Proposal Num. Prefix: Isn't this redundant? The call has an ID. 90-4 Expiration Date: This is the The date that will appear at top-right on the 90-4 form forms generated for this the call. Notes: General notes for administrative reference |
Pre-Proposal / Application Phase
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Web Interface Instructions: see below Require Pre-Proposal / Application Phase?: Select 'Yes' if this call requires a pre-proposal.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: 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 JustificationWorksheet(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 No' if this call requires a pre-proposal, and if the pre-proposal budget requires 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 pre-proposal reviewsreviews 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 requests only : Reviewers apply a single rating per proposal from the reviewer, while Complex requests an array of scores for call-specific evaluation criteria. If Complex is chosen, the evaluation criteria set to be used for pre-proposal reviews must be created by the eSG Administrator.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. |
Full Proposal Phase
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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
Full Proposal Peer Review Deadline: The date and time at which reviewers are expected to have submitted their peer reviewsreviews of proposals submitted via the Full Proposal phase of the call. This value is for reference only, and does not control interface access. Full Proposal Peer Review Configuration: Either Simple or Complex. Simple requests only : Reviewers apply a single rating per proposal from the reviewer, while Complex requests an array of scores for call-specific evaluation criteria. If Complex is chosen, the evaluation criteria set to be used for peer reviews must be created by the eSG Administrator.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. Panel Review Deadline: The date and time at which reviewers are expected to have submitted their panel reviews of proposals submitted via the Full Proposal phase of the call. This value is for reference only, and does not control interface access. Open PI access to Panel Reviews?: Set this to 'Yes' when you are ready to open panel review access to PIs. By default, panel reviews are not visible to PIs until this toggle is activated. Open PI access to submit Rebuttals?: Set this to 'Yes' when you are ready to accept rebuttals from PIs. When this toggle is activated, a link will appear alongside relevant proposals in the PI's control panel, which will direct the PI to the rebuttal submission page.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 Final Revision Phase: If the full proposal interface needs to be re-opened Select 'active' to re-open the Full Proposal submission interface for this call to edits by PIs following panel review, select 'active'. Full Proposal Panel Review Deadline: The date and time at which reviewers are expected to have submitted their panel reviews. This value is for reference only, and does not control interface access. |
. 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. |
Funding Years (FYs)
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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) Make sure that all FYs involved in active calls are fully managed via the FYs layout in RFP FMP. The FY table drives the FY select drop-down in the proposal 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 your the eSG host institution.unmigrated-wiki-markup *FY*: 2/ Feb 1 - 1/31 fiscal years are entered in this format: \[YYYY\] - 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)
Proposals"; up to 40 characters) Start: Enter funding year start date in this format: \End: Enter funding year end date in this format: [MM/DD/YYYY\] (e.g. 011/31/19) Duration: auto-calculated using Start and End dates On-Campus, Research: Enter on-campus, research indirect cost rate percentage for a fiscal funding year as a decimal value (e.g. 0.675) Off-Campus, Research: Enter off-campus, research indirect cost rate percentage for a fiscal funding year as a decimal value (e.g. 0.06) On-Campus, Other: not in use is this field needed? Off-Campus, Other:not in use is this field needed? |
Call Instructions
Whenever a new call is created in FMP, you need to create an instructions set for it (see Instructions Sets for Calls and Reporting Periods).
Prior to having done so, the 'Web Interface Instructions' buttons provided for each set of phase settings of the call will indicate that instructions have not yet been generated. Uploading the instructions will deactivate this warning, and then you will be able to access the instructions via the the 'Web Interface Instructions' buttons in Call Management.See Administrator Guide > Configuration > RFP Instructions Sets > WHEN CREATING NEW CALLS
Current Omnibus Cycle
settingThis is a system parameter ("current_FY_global") that indicates to the eSG system what the current Omnibus Cycle (or Funding Year) is, and affects the output of time-dependent information in 90-4s, 90-2s, and other forms and pages. For example, it affects the set of funding years that are compiled for Overall 90-4 forms. eSG Administrators manage this value in FMP configuration; see See Administrator Guide > Configuration > FMP Interface Configuration - RFP > current_FY_global.
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