Procedure Library

Document Summary Sheet (DSS) Creation

Purpose

The Document Summary Sheet (DSS) is a product of e-Proposal (accessible via CIS) and is the beginning of any sponsored project. e-Proposal is a system that provides for electronic preparation, review, and tracking of proposed research activity.

The DSS is used to collect information about the proposed project and to document the necessary approvals.

Once the DSS is approved it is integrated into PeopleSoft and the information is transfered into eAward. If the proposal is awarded or a preliminary project is desired, departments can initiate requests (such as a preliminary project setup or a new award setup) and the request establishes the base for financial project(s) in PeopleSoft and Management Reports. The information captured in PeopleSoft on proposals and awards is used for institutional reporting. 

Applicability

A new DSS is required whenever Investigators or administrators are submitting a sponsored project proposal, including letters of intent and pre-proposals, that require University authorization, institutional approval, and/or OSP involvement. This includes:

• A new application, including submissions to prime and pass-through sponsors; or
• A resubmission of a previously submitted (and not funded) proposal; or
• A new competing segment (e.g., renewal, competing continuation) of an award; or
• An existing award that is being relinquished and transferred to a new institution and where the new institution will be subcontracting back to the University of Utah; or 
• Other, non-routine miscellaneous situations.

Please use the Current UU Project Number field on the Proposal Information page in eProposal to list the previous project number(s), if applicable, to link the previous and new submissions:

NSF and NIH supplements generally do not require a new DSS, even though they typically involve a formal submission process. Supplements are normally processed under the same DSS as the parent award, but individual situations may vary (e.g., the supplement is issued under a different Document ID or award number). 

Instructions

1. Read the Obtain Approvals portion of the Grant Life Cycle for detailed instructions on completing the DSS.

Related Policies and Procedures

• Grant Life Cycle > Submit Your Proposal > Obtain Approvals
• Grant Life Cycle > Submit Your Proposal > Understand Submission Processes
• Research Handbook > Procedures for the Submission of Proposals > Document Summary Sheet