Grant Proposal Lifecycle (Annex-B)

Complete business process for managing research grant proposals from initial submission through project completion.

HEC Alignment: This module aligns with ORIC PROFORMA-ICT-1.xlsx Annex-B requirements.

1. Complete State Machine

Draft Under Review Approved Active Completed Closed

Locked (from Approved)

Rejected (from Submitted/Under Review)

Needs Revision (from Submitted/Under Review)

2. Lifecycle Stage vs Lock Status

Important: lifecycle_stage and is_locked are different fields:

lifecycle_stageMeaningis_lockedMeaning
submittedApplied for funding0Submission editable by researcher
approvedFunding approved by agency0 or 1ORIC may lock to prevent edits
completedDeliverables met0 or 1ORIC may lock for final reporting

3. Stage-by-Stage Requirements

3.1 Draft - Researcher Creates

FieldRequired?Validation
Proposal TitleYESMax 500 chars
Funding ProgrammeYESMust select from active programmes
Amount (PKR Million)YESNumeric, DECIMAL(18,4) precision
DepartmentYESFrom researcher profile
Thematic AreaOptionalMax 255 chars
PI DisplayOptionalMax 500 chars
Duration (Start/End)OptionalDates
PartnersOptionalArray of institutions
AttachmentsOptionalProposal document, budget

3.2 Submit - Enters Review Queue

Researcher submits. lifecycle_stage auto-set to "submitted".

Important: Only the original submitter can submit a grant. After submission, editing is disabled until ORIC requests revision.

3.3 Under Review - ORIC Processing

ORIC staff verifies:

3.4 Approved - Funding Confirmed

ORIC has approved. The grant may now await funding approval from the agency.

3.5 Active - Project Execution

Grant is funded and work has started.

3.6 Completed - Deliverables Met

All deliverables submitted and verified.

3.7 Closed - Final Closure

Final financial reconciliation done. Grant closed.

4. Financial Precision Requirements

Critical: All monetary values use DECIMAL(18,4) precision. Do not round. Exact amounts required.
FieldTypePurpose
amount_pkr_millionDECIMAL(18,4)Requested funding
amount_released_pkrDECIMAL(18,4)Actual released
overhead_amount_pkrDECIMAL(18,4)Overhead to ORIC

5. Deliverables Management

Once Active, researcher can add:

6. ICT-1 Annex-B Field Mapping

ORIC FieldAnnex-B ColumnMandatory?
proposal_titleTitle of Research ProjectYes
funding_programme_idFunding Agency/ProgrammeYes
amount_pkr_millionAmount Requested (PKR)Yes
amount_released_pkrAmount ReleasedWhen approved
overhead_amount_pkrOverhead to ORICWhen approved
thematic_areaThematic AreaNo
pi_displayPrincipal InvestigatorNo
duration_start/endProject DurationNo

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