Proposal - Organization & Location

Overview

The Organization & Location section is where you will find the official institution’s official address for the proposal, and links most of the sponsor-requested organizational data.  This information does not require edits for most proposals, but allows for entry of additional performance sites and organizations, e.g. subcontractor locations.

Organization & Location

Within the Organization & Location panel it defaults open to the Applicant Organization tab but along the top you can navigate to the other available options of Performing Organization, Performance Organization, Performance Site Locations, and Other Organizations.  Below outlines the different tab functionality.

Applicant Organization

This tab lists the applicant organization that is the organization or entity that submits the proposal and receives the award assuming legal and financial responsibility and accountability both for the awarded funds and for the performance of the grant-supported activity.  The applicant organization cannot be changed in the proposal, but congressional districts can be modified to reflect the proposal, if needed.  To see more information on the applicant organization you can click on the Details button.

To Add a Congressional District:

• Click the +Add Congressional District button to open the window.
• Click in the State field to display the drop-down list; scroll down the list and highlight the desired item.
• Click in the District field and enter the 1 to 3 digit code (3 digit congressional district, “all” for nationwide, “000” for non-US).
• Click the Add button to include this new district, otherwise click Cancel to close the window.

To Delete a Congressional District:

• Click on the ‘x’ box at the end of the congressional district row to delete that row.
• Click OK in the confirmation message.

Performing Organization

The Performing Organization designates the location(s)/unit(s) where project effort will take place. For some implementations, this information will be the same as the Applicant Organization. For others, like multi-campus implementations, the Performing Organization will be their local campus address. For most proposals, this organization should not be changed.

Click the Details button to view the Organization information, or click the lookup Select Different Organization button to search for and return a different organization value.  If you want to remove the entry you can select the x icon in the top righthand corner.

To Add a Congressional District:

• Click the +Add Congressional District button to open the window.
• Click in the State field to display the drop-down list; scroll down the list and highlight the desired item.
• Click in the District field and enter the 1 to 3 digit code (3 digit congressional district, “all” for nationwide, “000” for non-US).
• Click the Add button to include this new district, otherwise click Cancel to close the window.

To Delete a Congressional District:

• Click on the ‘x’ box at the end of the congressional district row to delete that row.
• Click OK in the confirmation message.

Performance Site Locations

The Performance Site Location is the name assigned to the place(s) where work is being performed, internal or external to the proposing organization. This field is synonymous with "project site" or "performing site." Use the Add Performance Site button to locate an address book record to open the Address Book lookup window.  After entering search criteria click the search button and select the desired entry.  Click the add button to include that location in this proposal.  If you want to remove the entry you can select the x icon in the top righthand corner.

If a new address book entry is required, use the Add A New Address Book button in the upper-right of the search window, or contact your local support desk for assistance.  Not all users may have the permission to create new entries. Some institutions prefer to maintain these records centrally as a service.

To Add a Congressional District:

• Click the +Add Congressional District button to open the window.
• Click in the State field to display the drop-down list; scroll down the list and highlight the desired item.
• Click in the District field and enter the 1 to 3 digit code (3 digit congressional district, “all” for nationwide, “000” for non-US).
• Click the Add button to include this new district, otherwise click Cancel to close the window.

To Delete a Congressional District:

• Click on the ‘x’ box at the end of the congressional district row to delete that row.
• Click OK in the confirmation message.

Other Organizations

This section is used to name other performing organizations; collaborating institutions and subcontract locations where the proposed project will occur. Use the lookup to select the desired physical location associated with each performing organization.

Click on the Add Organization lookup button to open the Organization lookup window.  Enter your search criteria in the provided fields and then click the Search button at the bottom of the window.  Click in the radio button beside the site in the Results window and the scroll down and click the Return Selected button. The record is added as an Organization.  If you want to remove the entry you can select the x icon in the top righthand corner.

To Add a Congressional District:

• Click the +Add Congressional District button to open the window
• Click in the State field to display the drop-down list; scroll down the list and highlight the desired item
• Click in the District field and enter the 1 to 3 digit code (3 digit congressional district, “all” for nationwide, “000” for non-US)
• Click the Add button to include this new district, otherwise click Cancel to close the window.

To Delete a Congressional District:

• Click on the ‘x’ box at the end of the congressional district row to delete that row.
• Click OK in the confirmation message

More information on each field in this panel can also be found in the Proposal - Field Definitions by Tab article.