Proposal Tracking and Review
Proposal
tracking and review is the 'core' of OPA. Through its facilities, adminsitrators and reviewers manage the
proposal evaluation activities.
The facilities
allow administrators to:
Add Proposals
for CFP
View Proposals
For CFP
Assign Reviewers
to Proposals
Assign
Contractors to Proposals/Projects
Send
Notification Letters
Send Custom
Letters
Send Regular
Mail Letters
Conduct Summary
of Reviews
Auto-Match CFPs
and Contractors
Steps:
- Select
Proposal Tracking & Review from the menu
bar.
- Select the Title of the Call for Proposals from the list, and click
Search
Proposals.
- A
list of all proposals submitted to the CFP will appear. You can limit you selection by using the search
facility on the
page.
- Click
on Add a Proposal for a Proponent to add new proposal information for a
proponent.
- Within
each proposal you can click on Assign Reviewers to add or remove reviewers assigned to each
proposal; or Summary of Reviews / Change Status to view the review information submitted by
reviewers and modify the status assigned to the proposal; or Edit / Delete Proposal to edit
proponent information or remove the proposal; or Assign Contractors to add or remove contractors
assigned to each proposal; or Reviewers Timesheets Management to review and approve timesheets
submitted by reviewers; or Contractors Timesheets Management to review and approve timesheets
submitted by contractors; or Summary of Proposal Reviews / Change Status to view the review
information submitted by reviewers and modify the status assigned to
the reports for the
proposal;
- At
any point in time, you can click on Send Notification Letters, which will automatically send out
email messages to all proponents with a status of “awarded”, “declined”, or
“discuss”. Note: you must first setup default letters for each status – see
Communications Center
section.