Proposal Status

Janice Linkous

Can anyone please share your Proposal Status table entries?  We currently use "in preparation", "submitted"," accepted"  or "rejected".  We are wondering what other schools do for those where the accepted amount is more or less than the original amount asked for on the original proposal.  Thanks!


Janice Linkous

Assistant Director Advancement Services

Radford, VA

Julie Hiland

0-Holding

1-Active

2-Submitted/Decision Pending

3a-Awarded

3b-Declined

3c-Rescinded

4a-Cancelled.No Ask

4b-Closed.No Response

Janice Linkous

Thanks Julie!  Does anyone else have tables they can share?  We are looking for something primarily for when the proposals are accepted but for a different amount than what was asked.  Thanks!


Julie Hiland:

0-Holding

1-Active

2-Submitted/Decision Pending

3a-Awarded

3b-Declined

3c-Rescinded

4a-Cancelled.No Ask

4b-Closed.No Response

 

Melissa S Graves

Why do you need a separate status for that? You can get that from asked/expected/funded amounts.

Debra Holcomb

1 - Identification

2 - Qualification

3 - Cultivation

4a - Solicitation: Prep

4b - Solicitation: Reply Pending

4c - Solicitation: Verbal Yes Received

5 - Commitment Made/Stewardship

6 - Completed

D - Disqualified

R - Refused

T - Retrieve at a later time