Required and inherited fields

There are a number of fields that, if specified for the Funding Opportunity, are automatically inherited by associated Proposals without any further form configuration required:

• Funder

• Funder programme

• Funder scheme

• Funding type

• Funder currency

• Contestable funding

• Matched funding

• Research funding

To display these values from the Funding Opportunity in the Proposal form / Proposal PDF, the string templates listed below can be employed:

See the form definition for 'Basic Proposal STOCK - V1' for an example of this configuration.

Where these values are not specified on the Funding Opportunity (e.g. for 'generic' opportunities (e.g. notification of existing funding)), you may wish to gather them via the Proposal form using the controls listed below:

See the form definition for 'Existing Funding STOCK - V1' for configuration examples.

Where these values are set on the Funding Opportunity, the following changes can be made to simplify existing Proposal forms:

• Remove the controls used to capture / display the funding type:

  • Funding Type Controller (Formula Dependency Control)

  • Funding Type (Label Text Control) with Details set to {{Form.Grant.Round.DynamicFields.D21303.VarcharMAXValue }}

  • Funding Type Selection (Lookup Control)

  • Proposal Funding Type (Formula Control)

• Add Label Text Controls (as defined above) to display the inherited values if desired.

When configuring your proposal form templates, the following fields (aka controls) must be included in order for dependent system functionality to work as expected.

• Grant Title

• Grant Synopsis control (recommended, but not required)

• Grant StartDate

• Grant End Date control

• Grant Groups control (specifying the Managing Group of the proposal)

  • (ensure you configure it to show in the online form on the Advanced Configuration tab)

• Where not specified on the Funding Opportunity (see the form definition for 'Existing Funding STOCK - V1' for examples of desired configurations):

  • Funder (using the Institution External Source control, saving the organisation as the 'primary institution')

  • Funding type (using the Funding Type control)

  • Funder currency (using the Funder currency control)

From v6.20, Awards Management supports five types of organisations, in the context of their association with a funding record:

• Grant organisations:

  • Primary organisation (Funder)

  • Lead organisation

    • For sub-contract arrangements, the contracting organisation if implementing Option (1) described below.

  • Head funder

    • For sub-contract arrangements, the originating funder if implementing Option (2) described below.

• Participant organisations:

  • Partner organisation

    • External collaborators' organisations.  There can be multiple Partner organisations per funding record.

  • Sub-contracting organisation

    • External organisations sub-contracted on the project.  There can be multiple sub-contracting organisations per funding record.

Further information on capturing organisation relationships is available in the following support articles:

• Configuring Participant Organisations in a proposal form

• Capturing additional organisations in a proposal

• Organisations

For sub-contract arrangements (where your institution is the sub-contractor), there will be an originating funder and a contracting organisation. To accurately capture these arrangements in Awards Management, you can choose from one of two options:

1. The originating funder is captured on the Funding Opportunity and/or Proposal as the Funder (aka Primary organisation). In this case, the contracting organisation should be captured in the Proposal with a Grant Institution Type configured as 'Lead Organisation'.

2. The contracting organisation is captured on the Funding Opportunity and/or Proposal as the Funder (aka Primary organisation). In this case, the originating funder should be captured in the Proposal with a Grant Institution Type configured as 'Head Funder'.

Whichever option is chosen, it MUST be consistently applied for each client. Your Proposal form templates cannot contain a mixture of Lead Organisations and Head Funders. Each proposal can have a maximum of one Lead Organisation or Head Funder.

You should also ensure that your Proposal form templates and Funding Opportunities are configured to align with how you migrated your legacy data into Awards Management, to ensure that you are able to report on these values consistently.

Further detail on configuring the Institution External Source Control in Proposal form templates is available here.