Confluence Retirement

In an effort to consolidate USGS hosted Wikis, myUSGS’ Confluence service is scheduled for retirement on January 27th, 2023. The official USGS Wiki and collaboration space is now SharePoint. Please migrate existing spaces and content to the SharePoint platform and remove it from Confluence at your earliest convenience. If you need any additional information or have any concerns about this change, please contact myusgs@usgs.gov. Thank you for your prompt attention to this matter.
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  • WRRI - National Competitive

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Project Owner: Gail Montgomery

Table of Contents

Browser Requirements

Browsers currently supported:

  • Google Chrome.
  • Mozilla Firefox.
  • Internet Explorer v11 or later.

Registration

To gain access to IPETT you need to register one of the following:

Department of Interior Employee 

Department of Interior employees can log in to IPETT with their Active Directory credentials. Access to IPETT should be sent to you in the first correspondence or send request to ipettsupport@sciencebase.gov.

Non- DOI (Department of Interior Employee) 

  • Must be sponsored by a USGS employee and have an Active Directory account for access to IPETT. Access to IPETT should be sent to you in the first correspondence or send request to ipettsupport@sciencebase.gov.
  • Here are instructions on how to sign up for an Active Directory account:
    • Go to https://my.usgs.gov/resources. In the Identity Management section, click on "Sign Up".
    • Enter an email address and a CAPTCHA.  
    • You will then receive a registration email with a link to follow to enter your email address, first and last name, and the email of your USGS sponsor.  
    • Once you submit the registration, an email will be sent to the sponsor to verify registration.  
    • After the sponsor verifies the registration, you will receive an email from myUSGS with a username and password.  

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Logging In

DOI Users

  • Please use your Department of Interior email address and your Active Directory (AD) password.

Non-DOI Users

  • Please use your my.usgs.gov username (the public email address you registered in the Registration steps) and password.
  • Click Login.

Forgotten Passwords

  • DOI Users 

    • If you forget your password contact the USGS Service Desk at 703-648-HELP (4357).
      or
    • You can use the USGS Service Desk Web Page as well. (Requires USGS intranet access

RFP (Request for Proposals) Setup

Once you are logged in to IPETT the house icon in the navigation bar will take you back to the main landing page where you will have access to RFP list, New RFP, Proposal List, New Proposal, Proposal Review List, Criteria, Institutions, all Contacts, Principal Investigators and Reviewers.

Criteria, Institutions, all Contacts, Principal Investigators and Reviewers should all be added in detail before starting an RFP or proposal. All of these areas are drop down selections within the setup RFP and Proposal forms. You find them under the Manage section of the landing page https://www.sciencebase.usgs.gov/ipett/.

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Adding a New Contact, PI and Reviewer

Note: All fields that are required are indicated by *.

You can add and edit PI’s, reviewers and Contacts through all Contacts.

On the home page under Manage

  • Click all Contacts:.
  • On the Contact List page in the navigation bar click + New Contact.
  • Select the Type: Contact, PI, or Reviewer.
  • Enter contact Email.
    Note: Entering a known email address will automatically populate the fields.
    Or
  • Fill in desired Contact Name.
  • Fill in desired Contact Organization.
  • Fill in desired Contact Title.
  • Fill in desired Contact Phone.

Adding a New Principal Investigator

On the home page under Manage

Note: All fields that are required are indicated by *.

  • Click Principal Investigators.
  • On the Contact List page in the navigation bar click + New PI.
  • Enter contact Email.
    Note: Entering a known email address will automatically populate the fields.
    Or
  • Fill in desired Contact Name.
  • Fill in desired Contact Organization.
  • Fill in desired Contact Title.
  • Fill in desired Contact Phone.

Adding a New Institution

On the home page under Manage

Note: All fields that are required are indicated by *.

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Logging In

DOI Users

  • Please use your Department of Interior email address and your Active Directory (AD) password.

Non-DOI Users

  • Please use your my.usgs.gov username (the public email address you registered in the Registration steps) and password.
  • Click Login.

RFP (Request for Proposals) Setup

Once you are logged in to IPETT the house icon in the navigation bar will take you back to the main landing page where you will have access to RFP list, New RFP, Proposal List, New Proposal, Proposal Review List, Criteria, Institutions, all Contacts, Principal Investigators and Reviewers.

Criteria, Institutions, all Contacts, Principal Investigators and Reviewers should all be added in detail before starting an RFP or proposal. All of these areas are drop down selections within the setup RFP and Proposal forms. You find them under the Manage section of the landing page https://www.sciencebase.usgs.gov/ipett/.

Anchor
Contact
Contact

Anchor
criteria
criteria

Adding a New Criteria

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  • Click +New RFP.
    Note: All fields that are required are indicated by *.
  • Select a grant Type NtlCompG Type from the drop down.
  • Enter a Fiscal Year.
    Note: Use the 4 digit year XXXX.
  • The RFP Stage is moved through the work flow using the buttons at the bottom of the RFP.
    The first stage will start at Setup.
    Note: Once you have moved past a stage you can open the RFP and change the Stage back to one you may have moved past.
  • Enter the Budget that you will be working with.
  • Select a Criteria from the drop down list. (See Adding a new criteria: to add to the list).
  • Select all the Reviewers that will be reviewing the proposals. (See Adding a new contact, PI and Reviewer:Manager Role in WRRI to add to the list).
  • Click Create to save your entries.
  • Click Cancel to delete all entries and go back to your previous screen.
  • After the RFP is created you will click Open Proposal Submissions in order to add proposals.
  • Click OK to move this RFP to the next Stage to allow Proposal Submissions.

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Editing an RFP

  • Once you have created your RFP you may edit the RFP at Setup, Proposal Submissions, Submissions Verification, Individual Review, Review Verification, Group Review and Admin Review stages.
    Once an RFP is in Projects Live, Closed ■ or Cancelled ■ you will not be able to edit, you will only be able to view the RFP.
    You may also delete the RFP from the show page.

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  • You will receive a pop up, click OK to confirm or click Cancel to stop the deletion of the RFP.
  • This can only be done before opening the RFP up for submissions. 

To Make Changes

  • Click Edit.
  • Click Update to save changes.
  • Changes will be lost when you click Cancel.

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  • From the RFP show page click Verify Submissions.
  • Click OK to close the Proposal submission window and start the verification of submissions Stage.Notifications are sent to PIs and Collaborators that the Proposal is in our system and reviews will start shortly.
    You may move the RFP to Projects Live, this will skip the review process.
  • From the RFP show page click Project Live.
  • Click OK to move this RFP to Projects Live Stage.
    Note: This will apply funding decision to all Proposals: partially and fully funded Proposals will be accepted, not funded Proposals will be rejected.

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  • From the RFP show page click Start Individual Review.
  • Click OK to close the Proposal submission window and start the verification of submissions Stage.Notifications are sent to Reviewers notifying them of proposals to review.
    Note: If you add reviewers after the phase starts they will not be auto notifiedthe verification of submissions Stage.
  • Reviewers are able to edit their assigned proposal review page in this stage.

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  • From the RFP show page click Start Group Review.
  • Click OK to move this RFP to the Group Review Stage.Notifications are sent to PIs, Collaborators that their proposal has completed the review process and they will be notified as to the final decision in the coming weeks.

To see the Group Review Show page:

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  • Registered 
    • New proposal registered, submitted and under review. RFP stages 2 – 7
    • All Proposal start at this stage and remain here until Accepted or Rejected.
  • Accepted 
    • Proposal is accepted and is now a project.
    • From the Proposal show page click Accept Proposal.
    • Click OK to accept this Proposal.
    • Notifications are sent to PI’s and Collaborators asking to update expected deliverables.
    • PI’s and Collaborators are able to edit the proposalProposal.
    • Click OK to accept this Proposal.
  • Admin Verification 
    • This starts the projects admin verification of deliverables.
    • From the Proposal show page click Start Admin Verification.
    • Click OK to move this Project to the Admin Verification Stage.
    • Notifications are sent out to Managers that expected deliverable review needs to be completed.
    • You can send the project back to Accept Proposal.
    • This will send a notification to PI’s and Collaborators asking to update deliverables based on pending award amount.
    • PI’s and Collaborators are only able to edit the proposal deliverables if set back to Stage.
    • Notifications are sent out to Managers that expected deliverable review needs to be completed.
    • You can send the project back to Accept Proposal.
  • Funding Verification 
    • This starts the projects funding verification.
    • From the Proposal show page click Start Funding Verification.
    • Click OK to move this Project to the Funding Verification Stage.
    • Notifications are sent out to Managers that the deliverable review is complete and funding needs reviewed.
  • Project Live 
    • On-going project and deliverable submissions in progress.
    • From the Proposal show page click Project Live.
    • Click OK to move this Project to the Project Live Stage.
    • Notifications are sent out to PI’s and Collaborators that funds are to be released, project is live and awaiting deliverables
    • PI has access to upload deliverable filesthis Project to the Project Live Stage.
  • Deliverable Review 
    • Deliverables delivered, admin review in progress(PI) click Submit Deliverables
    • Notifications are sent out to Managers that deliverables are uploaded.
  • Incomplete 
    • The project requires better or further deliverables.
    • From the Proposal show page click Incomplete Project.
    • Click OK to move this Project to the INCOMPLETE Stage.Notification is sent to PI and Collaborators that the deliverables need to be fixed (may occur several times)
  • Complete ■  
    • Project is completed.
    • From the Proposal show page click Complete.
    • Click OK to set this Project to the Complete Stage.Notification is sent to PI and Collaborators that their deliverables have been accepted and project complete
  • Rejected ■ 
    • Proposal or Project rejected.
    • From the Proposal show page click Reject Project.
    • Click OK to REJECT this Project.Notification is sent to
  • Cancelled ■ 
    • Proposal or project cancelled.
    • From the Proposal show page click Delete.
    • Click OK to delete this Project.
    • This can be done at any proposal stage.

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