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:

1. Select Proposal Tracking & Review from the menu bar.
2. Select the Title of the Call for Proposals from the list, and click Search Proposals.
3. A list of all proposals submitted to the CFP will appear. You can limit you selection by using the search facility on the page.
4. Click on Add a Proposal for a Proponent to add new proposal information for a proponent.
5. 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;
6. 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.