Page 1 - How do I Create Proposal V102
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Create Proposal Version V102


        How do I Create Proposal Version V102?



        Overview

        Once a proposal has been awarded, a new version of the proposal needs to be created for award generation
        and contract creation. The process will copy all attributes of V101 and create V102 version. Users are given an
        opportunity to update the start and end dates to match the Award Documentation. These dates may differ
        from V101 proposal.

               A V102 version needs to be created and updated based upon the Notice of Award followed by the award generation and the
               Award and Contract setup. This is the first step in the FGC Post Award Setup (PAS) team New Award process.

               The Carryforward selection has significant implications on how budget periods and activity IDs are mapped in the system at
               the time of award generation and subsequent tracking of budgets and expenditures by grant periods. Please be sure to
               select (or unselect) this field only after you understand all the implications.
               V102 version can only be created after the award setup request has been approved in its entirety (i.e., all stages of the
               workflow have been approved).
               The Award Request originator receives an email notification once the award request has been approved by all parties.

        How to Use Job Aid for Multiple Types of Requests

        This job aid will be used for multiple Types of Requests; therefore, it utilizes abbreviations and boxes to draw
        attention to where a specific action might be different depending on the type of request.  The Steps utilize a grid
        that uses these abbreviations and meanings:
                  N/R – Steps may be completed for New/Renewal and PAN to Full
                  C/S – Steps may be completed for Continuation/Supplement
                  IP – Steps may be completed for Initial PAN (New/Renewal)





        In some cases, user knowledge and discretion will still need to be used to determine whether or not the
        Grant/Contract requires a specific action.



        Navigation

              Worklist
              Grants > Emory Award Setup > Emory Award Setup Entry Page


        Steps to Be Completed

        Please note that the steps listed below are contingent upon the Award and its specifics. Please refer to your
        award documentation to identify if the steps need to be performed. For example, the Carryforward checkbox
        may or may not be checked depending upon the terms of the Award. Please refer to your OSP contact, in
        case of any doubt.





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