Obtain Approvals
Document Summary Sheet (DSS)
in e-Proposal
OSP conducts its proposal review after the initial routing process is complete, using a Document Summary Sheet (DSS) generated through the University's eProposal system. e-Proposal supports the electronic preparation, routing, approval, submission, and tracking of sponsored project proposals.
The DSS captures key information about the project and documents all required institutional approvals. The DSS number creates the base record for all research activity. See information on when a DSS is required.
Accessing and Initiating the DSS
Investigators and departmental administrators can initiate and create a DSS within e-Proposal through the Campus Information Systems (CIS) portal.
For users unfamiliar with the system, e-Proposal includes a help menu with links to:
- Administrator's Guide
- Approver's Guide
- User's Guide
These resources provide step-by-step instructions for completing and routing proposals.
Information Collected Through the DSS
The DSS gathers essential proposal and compliance elements needed for OSP's review, including:
- PI Eligibility
- Certifications, such as:
- Conflict of Interest (COI)
- Human Subjects
- Animal Use
- Budget Components
- Cost-sharing
- F&A rate calculations and waiver requests
- Sponsor Requirements
- Proposal guidelines
- Additional documentation required by the sponsor
- Limited Submissions
- Institutional approval to apply
- Subrecipients
Routing and Approval Workflow
Once the PI approves the DSS, it automatically routes through the required institutional approval chain. After all approvers complete complete their review, an electronic link to the approved DSS is sent to the assigned Sponsored Projects Officer (SPO).
The SPO then:
- Reviews the DSSand proposal according to standard OSP business practices.
- Verifies that all required approvals are complete.
- Returns the DSS to the preparer if corrections or revisions are needed.
Once OSP has completed its review, the DSS status in e-Proposal will update to "Review Complete".
