Kuali Research has robust error messaging that catches the vast majority of errors before a System to System submission is sent to the federal servers. In some cases, a submission will submit, but bring back errors from the sponsor that require a change/corrected submission to the system. In this case, the steps below must be followed to resubmit your proposal to the federal servers with changes.
Copying Your Proposal
Once you are aware of errors on an S2S submission, the first step to do a Changed/Corrected submission of your proposal is to copy the Proposal Development document.
For example, navigate to Central Admin > Proposal Development > Search
Search for and return the Proposal Development document you need to do a changed/corrected submission for.
You can copy the proposal from the search screen using the copy link in the actions column, or from within the Proposal Development document using the Copy link in the Action Bar at the top of the screen.
When you click copy complete the following fields that will display in the copy light-box shown below.
- Lead Unit: Enter the Lead Unit for the Proposal. This field is included in the Copy process since Copying is the only way to change a Lead Unit once it's been saved to a proposal.
- Budget?: Check this box so the budget for the proposal is preserved.
- Budget Version: Select For Submission Version
- Attachments?: Check Yes. Include attachment
- Questionnaires?: Check Yes. Include questionnaire.
When you press Copy... a new Proposal Development document will load with the data you indicated above copied over. The warning that displayed on the Copy to New Document screen only applies if you are using a previous S2S proposal as a template for a new submission. Since you are resubmitting a recent proposal do not unlink the S2S opportunity.
Click on the more... link in the upper right-hand corner of the screen to show additional details of your proposal, including a link back to your original Proposal. This link is important since it will allow you to go back and review the certification and routing annotations from the original proposal.
Next, select the appropriate Change/Corrected Proposal Type for the Proposal you are resubmitting.
When you make this selection the Original Institutional Proposal ID will appear. Enter the IP from your original submission in this field. You can use the magnifying glass icon to search the Institutional Proposal table for this record and return it. This number can also be found in the Medusa display of your original proposal.
Next navigate to the S2S Opportunity Search page and update the Submission Type field to Change/Corrected Application. Also confirm that your Opportunity ID is correct.
Navigate to the Sponsor & Program Information section and verify that the Prev Grants.Gov Tracking ID field has the correct Grants.gov Tracking ID entered. (The Prev Grants.Gov Tracking ID should have copied over from the Proposal you copied.)
Next, navigate to the Key Personnel screen and notice that all the certifications are now marked as incomplete. Because there is a link back to the original certification it is possible to proxy certify this proposal and use the original Proposal Development document as a record. Complete all necessary Certifications with the answers from the original proposal. Be Certain This Complies With Your Institution's Policies for Change Corrected Submissions.
Next, navigate to the Attachments screen and set all of your attachments to Complete.
Next Navigate to the Budget Screen and set your budget as a Complete Budget and mark it to Include for Submission using the Budget Actions menu.
The required fields for submission have all been set in the proposal.
Be sure to fix the item(s) for which this change/corrected proposal is needed.
When the proposal is ready to submit again go to the Summary/Submit page and press the Submit for Review button. Follow your institution's policies related to routing and resubmission. You can setup your approval nodes to not fire on Change/Corrected actions by using the Cross Module Functionality - KRMS Basic Rule Setup functionality to apply logic to your workflow nodes per the Cross Module Functionality - PeopleFlows article. Alternatively, you can bypass the approval nodes in the route log using the Proposal - Superuser Approval article.
Once your proposal is fully approved again press the Submit to S2S button to complete the Change Corrected process.
A Resubmission Options lightbox will display. Select Generate a new version of Original Institutional Proposal (IP Number) to avoid creating a new IP for this Change Corrected action. Then press the Proceed button.