Proposal Management: Additional Help: 6.3

6.3 Final Documents

Use this section to Upload one PDF proposal document for submission to the sponsor.

  • For Non-Federal Direct Sponsor, the PDF should include:
    • Statement of Work, Abstract, etc.
    • Budget
    • Budget Justification
  • For Federal Direct Sponsor:
    • If you are submitting via Grants.gov Workspace, attach one PDF file of the final proposal.
    • If you are completing Grants.gov forms in eResearch, you do not need to upload any documents here.

Warnings

  • Do not attach Word, Excel or multiple documents unless specifically indicated otherwise by the sponsor or your PR.
  • DO NOT attach any internal documents used for U-M Review. (These will be attached in 6.4 Supporting Documents.)
  • Make sure to click Attach.

Important

  • If not all documents associated with this proposal have been finalized, answer No to question 6.5 Are all of your documents uploaded and are you ready to finalize?
  • To finalize after routing for approval, use Finalize for Submission to Sponsor activity in the PAF Workspace under the Manage Data section.

Some basics are described below.

    ORSP Submitting Proposal

    • If ORSP is submitting your proposal, ORSP will print and submit the PDF you attached here to the sponsor.
    • Include your submission instructions in 6.2.3 Proposal Submission, Contract/Funding Agreement Review and/or Negotiation, or Other Instructions for ORSP.
    • ORSP cannot submit the proposal until you have finalized.
    • By answering Yes to question 6.5 and uploading the Final Documents for Submission, you are indicating to ORSP that the proposal is final and can be submitted at any time after unit approvals are complete.

    Project Team Submitting Proposal

    You cannot log submission unless you have:

    • Answered Yes to question 6.5 Are all of your documents uploaded and are you ready to finalize? 

    You can manage this page after you route for approval via the Finalize for Submission to Sponsor activity (instructions).
    After ORSP review is complete, you will have an activity called Project Team Log Submission (instructions).

    Working with Documents

    You can:

    • Attach: Browse and attach documents.
    • Upload New Version: Upload a new version of a document and keep a version history (keeps previous documents).
    • View Version History: View past versions of documents and download previous versions if needed.
    • Delete: Remove a document. Does not keep any version history.
    • Manage Document Security: Restrict specified personnel from viewing the document.

    Tips

    • Mac users: make sure you turn on file extensions. Any file uploaded without an extension (e.g., doc) cannot be viewed by others.
    • There are no limit on the number of files that can be attached.
    • Documents can be any file type (e.g., .ppt, .xls, . pdf, .doc).
    • The person viewing the document must have the correct program to view your attachments. For example, if someone does not have Microsoft Project they cannot view MS Project files (.mpp).
    • Consider uploading a lower version of file types to ensure everyone can view your document, e.g., upload .doc instead of .docx.
    • Each document uploaded can be up to 268 MB.
    • If your document is more than 268 MB, you can compress or zip it to reduce its size.

    Related links

    Last Updated: 
    Wednesday, August 26, 2020