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Pre-Proposal Review is configured as either Simple or Complex; set in Call Management. 

• 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).

Pre-Proposal Review Instructions also need to be verified; see Instructions Sets for Calls and Reporting Periods.

Also, confirm that the Pre-Proposal Review Deadline is correctly set for the call in Call Management.

For each proposal,

1. In FMP, go to Pre-Proposals > Coverpage, and click the button: 'PDF: All parts for this proposal' under 'Reports'. 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 or 90-4s, CV / resumes, and any other miscellaneous uploads.
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 the proposal PI 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'.

Add / Edit Reviewers

• At a minimum, the following fields must be populated when adding a reviewer: last name, first name, email, and password (use blue [+] button to generate).
• Add the role of 'Pre-Proposal Reviewer' via the Roles list at top-right, and set the role status to 'active'.

Roles are used for eSG system and organizational purposes. The following roles are used by eSG to permit access to web interfaces and SHOULD NOT BE ALTERED:

Pre-Proposal Reviewer
Peer Reviewer
Panel Reviewer
Admin
Sub-Admin

Other roles may be added and applied to reviewers, depending upon your program. For example, if you have two groups of peer reviewers, you'd assign everyone in the group to the 'Peer Reviewer' role, and then assign each group to its own organizational role.

Assign Reviewers to Pre-Proposals

Reviewers may be assigned to proposals either from the Reviewers or Pre-Proposals layouts.

1. (from Reviewers) 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.
    
2. (from Pre-Proposals) Select the Pre-Proposal Reviewers tab. The list "Active Pre-Proposal Reviewers" reflects all reviewers assigned to the role "Pre-Proposal Reviewer", with a status of "active". To assign a reviewer in this list to the proposal in view, click the green [+] button.

Email Reviewers

• Use the appropriate email template customized for your program, which includes reviewer-specific login privileges and pre-proposal review instructions. [ see General Information - RFP - Email Tool ]