OTF Hypha Field Guide
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    • πŸ›‘Terms & Conditions
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  • 🍎Tutorials
    • Concept Note Management
      • Step 1 - First Week
      • Step 2 - Second Week
      • Step 3 - Third Week
      • Step 4 - Fourth Week
    • Proposal Management
      • Invite to Proposal
      • Internal Review
      • Ready for Determination
        • Send message to applicant
        • Save Draft Determination
      • Advisory Council Review (External Review)
      • Ready for Final Determination
  • Glossary
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  1. Tutorials
  2. Proposal Management

Invite to Proposal

PreviousProposal ManagementNextInternal Review

Last updated 1 year ago

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After a successful evaluation, an applicant's concept note is invited to complete a proposal Here is a step-by-step guide for inviting a concept note to proposal: 1) Go to Update status OR as a Determination

2a) When using Update Status, you will have the option to select Invite to Proposal in the dropdown menu

2b) As a determination, you will need to first select Approved from the 'determination' dropdown menu. Once you have selected 'Approved', different proposal forms will appear in the 'Proposal Form' dropdown menu.

Select a Proposal Category

3) Regardless of whether you choose to update the status or create a determination, you will have several proposals to select from. Some of the options are Technology, Research, and Digital Security among others.

4) Select the proposal theme that aligns with the concept note and send it with your determination.

5) OTF has a specific determination template for invite to proposals. Please refer to this template for guidance.

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