For the most part, preliminary proposals are entered the same as full proposals. There are a few differences, however, as detailed below.
The Short Project Name and Title of Project are preceded by the words Preliminary Proposal:
For Proposal Type, select “Letter of Intent/Preliminary Proposal.”
To avoid duplicate counting of amounts requested if a sponsor invites UTM to submit a full proposal , the budget for a preliminary proposal is always set at $0 (even if a budget is required for the submission.)
Select “letter of intent” or “preproposal” as the Document Type, whichever is most applicable, when attaching the proposal.
Enter explanatory information concerning the budget, depending upon whether or not a budget is required in the preliminary proposal.
If a budget is required for the preliminary, add an explanatory note such as the following:
This is a preliminary proposal. A preliminary budget is required and has been attached for your review. We have not entered a budget on the budget page to avoid duplicative counting of funds requested at the full proposal phase. If invited to submit a full proposal, the final proposal and budget will be routed in Cayuse for your approval.
If a budget is not required for the preliminary, add a submission note that the final budget will be circulated for approval when/if the actual proposal is requested, such as the following:
This is a preliminary proposal. A preliminary budget is not required. If invited to submit a full proposal, the final proposal and budget will be routed in Evisons for your approval.