- Breadcrumb to create proposal record (e.g., PI Checklist): Login to GMS > PreAward > Create New: Proposal
- Who is Eligible to Submit a Proposal? Probationary (tenure track) and tenured faculty; Faculty with emeritus status; MPP appointment; or individuals with unexpired Provisional PI Status. Additional information: Need a Grant or Contract > Policies & Procedures
- ORSP GMS Proposal records as early as FY2015: To have a complete record of proposals in the new Grants Management System (GMS), ORSP is uploading data and files from proposals from prior years (as early as 2015) into GMS. Principal investigators will receive automated emails with the subject "Notice of Award Received" and "Proposal Submitted" from senders Rowena Manalo, Yusuf Abdolcader, or Ananyashree Vipin Kothari. Please disregard the emails. We thank you for your patience as we complete these necessary steps and ask that you please excuse the additional emails until the project has been completed, towards the beginning of 2025.
- Browser recommendation to use Firefox or Google Chrome for PC and Safari for Mac
- Sept 2023: due to upgrade, please clear the browser cache and re-save any GMS bookmarks
- Routing your GMS PI Checklist to ORSP within 4 weeks or fewer of a funding agency deadline will need to be reviewed on a case-by-case basis to assess staff capacity, and we will no longer be able to guarantee that the proposal will be submitted with short notice. Additional information: Need a Grant or Contract
FAQs (Frequently Asked Questions)
GMS Help Desk: orspgms@sfsu.edu
Training Session Sign-up Sheet
- Training to Initiate Proposal
- Budget Overview training
- More than welcome to sign-up again for a refresher training
- SPIN training videos
GMS Institutional Standard Reports
- Breadcrumb: Home > PreAward > Institutional Reports > Pre-Defined Reports
- Proposal Submission Report - original submitted proposal amounts
- Proposal Submission Report (RIT all) - includes adjusted/modified submitted proposal amounts (i.e., Pre-Award Modification Process)
Access Request (HRMS, FDW, GMS, SPIN)
- Qualtrics form has been decommissioned as of February 1, 2023. Use the GMS to submit your PI Checklist.
CFS Financial Data Warehouse (FDW)
- Email GMS Help Desk at orspgms@sfsu.edu to schedule training and customization of financial reports with ORSP personnel OR
- Sign up with Financial Services (aka Fiscal Affairs) for training at Training Request (bottom accordion)
- Custom ORSP Report:
- Standard with Original Budget & Pre-Encumbrance aka overview of your Financial Summary status: Breadcrumb > Sponsored Programs > Manage My Grant
- Activity Summary by Period – ability to pull Actuals data by accounting periods: Breadcrumb > Sponsored Programs > Grant Admin > Budget to Actual Summary Between Periods
- Payroll Detail excluding RRT data: Breadcrumb > Labor Cost Distribution > Payroll Detail
- Actuals detail includes RRT data: Breadcrumb > Transaction Inquiry > Actuals Reports > Actuals Transactions
PI Acceptance of Responsibility
Upload Proof of COI Training to ORSP