Entering Preliminary Proposals in Evisions

For the most part, preliminary proposals are entered the same as full proposals. There are a few differences, however, as detailed below.

General Information Page

The Short Project Name and Title of Project are preceded by the words Preliminary Proposal:

 

Image of the project name text area

Image of full project title text area

 

For Proposal Type, select “Letter of Intent/Preliminary Proposal.”

 

Image of proposal type drop down with 'Letter of Intent/Preliminary Proposal' selected

Budget Page

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.)

 

Image of a blank budget page

Attachments Page

Select “letter of intent” or “preproposal” as the Document Type, whichever is most applicable, when attaching the proposal.

 

Image of attachments page with letter of intent and preproposal highlighted

Submission Notes Page

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 Evisions 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.

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