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Full Proposal Peer Review includes the following steps:

  1. Submitted full proposals are compiled by eSG Admins and uploaded to eSG via FMP, and accepted for review.
  2. If your program uses peer review configuration #2 (see [manuals:FMP Interface Configuration - RFP]), an evaluation criteria set for each call will have to be created in FMP.
  3. Reviewers are added/edited, assigned to full proposals and emailed login and peer review instructions, via FMP.
  4. Reviewers
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    submit peer reviews

    .
  5. Reviews are viewed via the
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    Administrative Review Web Interface

    or FMP, and compiled via FMP for distribution.

For a full description of the RFP FMP interface, go to :

Compiling and Uploading Pre-Proposals; Accepting for Review

For each proposal,

  1. Go to Pre-Proposals > Coverpage, and click the 'PDF' button. This triggers creation of a folder on the user's desktop named for the related Proposal ID, into which the system deposits the pre-proposal coverpage, narrative, budget worksheets, and CV / resumes.
  2. Use a program like Adobe Acrobat to compile all of these pdfs into a single pdf named for the related Proposal ID (e.g. 'Bray_1234.pdf').
  3. Go to Pre-Proposals > Files, and upload the compiled pre-proposal pdf via the blue upload button. The uploaded pre-proposal will become available to PIs via the Control Panel, eSG Admins via the Administrative Review web interface, and to pre-proposal reviewers in the Pre-Proposal Review web interface.
  4. At the top of Pre-Proposals, toggle the 'Accepted for Review?' to 'Yes'.

Setting-up Reviewers for Pre-Proposal Review, in FMP

Add / Edit Reviewers

  • At a minimum, the following fields must be populated when adding a reviewer: last name, first name, email, and password.
  • Add the role of 'Pre-Proposal Reviewer' via the Roles list at top-right.

Assign Reviewers to Pre-Proposals

  • Select the Assignments tab.

  • You may assign pre-proposals to a reviewer by call or proposal. To assign a reviewer to an entire call of pre-proposals accepted for review, use the select drop-down at right. To assign a reviewer to a specific proposal (among active calls and proposals accepted for review), click the green [+] button beneath 'Assigned Pre-Proposals for Review', and select the proposal via the drop-down that appears.

Email Reviewers

  • Use the email template 'announcement of pre-proposal review process', which includes reviewer-specific login privileges and pre-proposal review instructions. Customize this template if necessary.

Pre-Proposal Review Submission

The

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Pre-Proposal Review web interface

presents to the reviewer all pre-proposals assigned to them, including the PI name, proposal title, and the compiled pre-proposal pdf uploaded by the eSG Admin. Reviewers supporting comments are required for all ratings or recusals.

Pre-Proposal Review Management and Compilation

Reviews are viewable via the

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Administrative Review Web Interface

or FMP, as they are added by reviewers. The Admin Review web interface shows reviews by proposal, while FMP shows reviews when browsing by pre-proposal, by reviewer, or as a list under 'Reviews'.

You have several options for retrieving pdfs of pre-proposal reviews:

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    Administrative Review Web Interface

    : click 'Pre-Proposal Reviews' for a proposal, and then export or print the pop-up window as a pdf :: by proposal
  2. FMP > Pre-Proposals > Reviews: Click 'View: Pre-Proposal Reviews (this proposal)' and then 'Save as PDF'. :: by proposal
  3. FMP > Reviews > Reports: Select call to retrieve pre-proposal reviews for, click either 'View: Pre-proposal reviews, by proposal', or 'View: pre-proposal reviews, by reviewer', and then 'Save as PDF'. :: by proposal or reviewer
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