WRAP Funding Proposal Workflow
- Joseph Nyachae
Funding Proposal Responsibilities
The state transition tables in this section show the activities that various roles and assignments can perform while a funding proposal is in a given state. They also show how those activities change the state of the project.
The available roles and assignments are described below:
Role | Assignment | Typical Activities |
|---|---|---|
| Study Staff | Contribute to initial drafting of the proposal and budget. Can include Principal Investigator/Program Director, co-investigators at WVU as the PI, and administrative staff for the Principal Investigator’s department. May include other stakeholders, such as science contributors, and administrative staff who provide quotes for budgets, prepare budgets, or assist with formatting. |
| Department Approver | Signs off on behalf of the PI’s local unit within WVU, typically referred to as the department, division, or institute. |
| Department Administrator | Coordinates and develops a final proposal product and budget in accordance with institutional and agency requirements, administers and monitors contract and grant awards, including sub recipient administration in compliance with regulations, terms and conditions. |
Specialist Finance/Grant |
| Conducts central review on behalf of WVU. Can edit funding proposals and budgets during department and specialist review. This person may also be the authorized organizational representative that submits the application package electronically using the SF424 tool, or provides a signature in offline systems. |
Contract Specialist |
| Manages contracts and agreements with external parties to ensure that institutional policies are adhered to. |
Funding Proposal State Transitions
Note: Activities involving SF424 forms and SF424 research plans are available only if the proposal is an electronic submission to a Federal sponsor via Grants.gov.
In this state... | These roles or assignments... | Can perform these activities... | Changing the funding proposal state to... |
|---|---|---|---|
| Study Staff and Specialist Finance/Grants | New funding Submission | Draft |
Draft | Study Staff | Submit for Department Review | Department Review |
Study Staff and | Withdraw Proposal | Not Submitted | |
Department Review | Department Approver |
|
Note: Up to four Department Approval cycles can be configured, based on up to four levels of approver set up in the organization’s Department Approver section. Each level of Department Approver must successively approve the proposal. When the last Department Approver approves the proposal, it transitions to the Specialist Review state. |
Department Review: Response Pending from PI | Study Staff | Submit Changes to Department Reviewer | Department Review |
Study Staff and Specialist Finance/Grant | Withdraw Proposal | Not Submitted | |
Specialist Review | Specialist Finance/Grant |
|
|
Specialist Review: Pending Changes by PI | Study Staff |
|
|
Pending Submission to Sponsor | Specialist Finance/Grant | Return to Specialist Review | Specialist Review |
|
| ||
Pending Sponsor Review | Specialist Finance/Grant |
|
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Specialist Finance/Grant |
|
| |
Contract Specialist, Study Staff (PI) | Send Grants Status Update | Proposal Status Confirmation | |
Not Funded | Specialist Finance/Grant | Reinstate Proposal | Pending Sponsor Review |
Proposal Status Confirmation This state is for evaluating the PI’s funding status notification. The central office makes the final decision on disposition. | Specialist Finance/Grant |
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JIT Response Required | Study Staff | Submit JIT Response | Pending Sponsor Review Award Anticipated |
Pending Sponsor Review: Award Anticipated | Specialist Finance/Grant |
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Award Notification Received | Specialist Finance/Grant | Activate This activity is available in the workspace of an award in the Draft state that is linked to this funding proposal. | Awarded |