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Pre-Proposal Review includes the following steps:

  1. Submitted pre-proposals are compiled by eSG Admins and uploaded to eSG via FMP, and accepted for review.
  2. Reviewers are added/edited, assigned to pre-proposals and emailed login and pre-proposal review instructions, via FMP.
  3. Reviewers
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    submit pre-proposal reviews

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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

RFP FMP - Pre-Proposal Submission

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