- Before
- Counts pages and compares files by hand against a sponsor guide that runs to hundreds of pages. "I am counting pages at four o'clock on the day it is due."
- Now
- Opens a proposal already pinned to its findings, each cited, and spends her time on the decisions only she can make.
One grant proposal review, from routing to a signed submission
Halden State University, proposal P-2026-01184: an NIH R01 from Dr. Kwame Adeyemi-Lund, College of Engineering, due February 5, 2026 at 5:00 PM. Here is what happens next, screen by screen, in the working solution.
- 01Day 4 of 5
The proposal, drawn as its parts
Lena Ortiz · Pre-award grant specialistTomas Eklund routed the package on Thursday, January 29 at 4:12 PM — day 1 of the office's five-business-day window. Today is Tuesday, February 3: day 4 of 5, two business days to the sponsor deadline. Lena has it: 12 parts, 61 pages, already read by seven agents, with 11 findings pinned to the parts they belong to.
12 parts · 61 pages · 11 findings, 8 blocking
- 0208:15
Two passages that disagree, side by side
Cross-Document agentFinding R-02: the budget justification commits Co-Investigator Dr. Ines Halvorsen to 2.4 calendar months; her Current and Pending (Other) Support form shows 1.8 person months for the same application. The agent found it at 96% confidence and returns both passages, cited to their page and line — it never chooses between them.
“2.4 calendar months” against “1.8 person months,” both cited
- 0309:30
A person decides, with a reason code that goes on the record
Lena OrtizLena asks the department, confirms 2.4 is right, and accepts the agent's proposed correction to the Common Form with reason code COR-02, "Corrected at the office's request." Her name, the time, the reason and the evidence are written to the audit trail.
COR-02 · Corrected at the office's request
- 04Finding R-01
The rule the agent applied, quoted next to the budget page it read
Budget agentFacilities and administrative costs were charged on the whole $612,000 Brightwater University subaward. Under 2 CFR 200.1, only the first $50,000 of each subaward belongs in the base. The agent proposes a base of $1,808,000 instead of $2,370,000 for this line alone — $1,012,480 instead of $1,327,200 at the negotiated 56% rate — at 98% confidence, blocking.
Only the first $50,000 of a subaward is in the base — 2 CFR 200.1
- 0510:10
The rate base rebuilt from the lines, not re-read
Lena OrtizEvery budget line, in-base or out, with the reason: equipment $90,000 out, tuition remission $48,000 out, and only the first $50,000 of the subaward in. Lena accepts the recomputation; the request falls from $3,787,200 to $3,354,340 — $432,860 that would otherwise have been cut after award or questioned later.
$3,787,200 → $3,354,340
- 06The salary cap
Every salary tested against the cap in force on the due date
Budget agentDr. Adeyemi-Lund is budgeted on an institutional base of $264,000 at 3.0 calendar months, asking $66,000 a year. The federal salary cap is $228,000 from January 1, 2026, so the most that may be requested is $57,000 — over by $9,000 a year. The other three senior and key persons are under the cap.
$66,000 asked · $57,000 allowed
- 07After acceptance
What changed, in a sentence the department can be told
Lena OrtizAccepting the recomputation closes three findings at once: a base of $1,701,500 instead of $2,370,000, a salary request of $57,000 a year instead of $66,000, and a total request of $3,354,340 — $432,860 lower. Nothing was removed from the science.
Base $2,370,000 → $1,701,500
- 08Across every part
Effort compared across all twelve parts
Cross-Document agentFour people's effort agrees across the budget, the justification and the Common Form; Dr. Halvorsen's does not — that is finding R-02. Dr. Adeyemi-Lund's committed effort across all his awards totals 12.9 person months now, over the 12-month year, and 10.1 person months at the project's July 1, 2026 start, once two other awards end March 31.
12.9 person months now · 10.1 at the project start
- 09Common Forms
Each senior and key person's forms read as forms
Common Forms agentTwo of the four senior and key persons would be rejected at submission: Dr. Halvorsen's biosketch is still the five-page 2024 format with no certification, and Dr. Soo-Min Rhee's Common Form has no ORCID iD in the persistent identifier field. Common Forms are required for due dates on or after January 25, 2026.
2 of 4 forms would be rejected at submission
- 1011:20
Nothing goes to the sponsor while a finding is open
Dana Whitfield · Director of Sponsored ProgramsWith blocking findings still open, the submit control stays locked and names the count — only Marcus Reyes, the authorized organizational representative, may press it once it is not. Dana waives one advisory finding with reason code WAV-04, "Sponsor guidance is a recommendation, not a limit," and signs the reason.
Locked while a blocking finding is open
- 1112:04
Signed, with every decision on one trail
Marcus Reyes · Authorized organizational representativeEvery check, fix, waiver and the submission itself land on one trail, person and agent alike — from the intake agent splitting the package at 08:15 to Lena's accepted recomputation. Marcus signs and submits on day 4 of 5, two business days before the deadline, and the evidence pack exports for a sponsor inquiry.
Submitted day 4 of 5 · two business days in hand