- For questions about Unit business policy/requirements for creating research proposal, contact your Research Unit Liaison
- For technical support (e.g., navigation, connectivity, and system errors), contact the ITS Service Center.
- For submission or sponsor specific questions, contact a Project Representative
- Phone: 734-764-5500
- Fax: 734-763-4053 or 734-764-8510
Add U-M Investigators, such as the U-M Principal Investigator, for the proposal in question 2.3 of the PAF by:
- Adding the person
- Selecting if he/she has permission to edit the PAF and/or SF424 (Grants.gov forms)
- Selecting his/her role on the project
- Indicating if he/she is Senior/Key to the proposal
- Adding Appointment(s) for the person
U-M Principal Investigator
From Display PAF Summary, click the Sign PAF button.
From the Project Workspace for a PAF, click the Sign PAF activity.
See the Quick Reference Card for Principal Investigators for more information.
Call or email the U-M PI to let him/her know that he/she needs to sign the PAF/Conflict of Interest Statement.
Use the Post a Comment for the Entire Project activity to send the U-M PI a system email requesting them to sign the PAF. The email will have a direct link to the PAF Workspace. The PI will not have to find the PAF in their Home Workspace.
Learn how to Post a Comment for the Entire Project Team
Note: Many units will not review the PAF unless the PI has signed the PAF/Conflict of Interest Statement.
Working with Proposals in eRPM
U-M Investigators and Administrative Personnel listed on the PAF who have been assigned permission to edit (edit rights) to the PAF are the only people who can edit a proposal during the proposal preparation state.
Non-UM Investigators listed on the PAF cannot view or edit a PAF.
Anyone listed on a PAF (proposal) and its associated unit Reviewers are able to view a proposal.
Reviewers can make changes or request changes when the PAF/proposal is routed for internal unit review.
You can print any page of the PAF Worksheet using the print button on each page.
The easiest way to print the entire PAF is to use the Display PAF Summary. It includes all information entered on the PAF Worksheet and attachments.
Learn how to View and Print a PAF Summary.
Yes, U-M Investigators and administrative personnel with edit rights on a PAF can "clone" that PAF in the eRPM system no matter what state it is in (e.g., Unit Review, Active, Cancelled).
Learn how to Clone a PAF.
What activity (action) you can complete for a PAF depends on both its state and your role. If you do not see an activity:
- Check the PAF State
- Check your role — Some activities are available for unit Reviewers only.
- Check to see if you are the Primary Research Administrator or U-M PI — Certain activities can only be completed by the people fulfilling these roles on the PAF. e.g., only the U-M PI or the Primary Research Administrator can route a PAF for unit review and approval.
To upload a new version of a previously posted document, attach the new version on the same row as the original, instead of on the blank row. The system posts the revised document as a new version, displays the "Last Uploaded" date, and provides access to past versions through a hyperlink on the version number. See the Working with Documents procedure for details.
ORSP, U-M Investigators, Administrative Personnel, and relevant unit Reviewers have access to proposals, PAFs, routing and approval status information, and Awards.
You may restrict access to specific project documents from some U-M Investigator roles or administrative personnel. You cannot restrict access from the U-M PI or Primary Administrative Contact. Reviewers and ORSP can view all sponsored project documents.
Learn more about Working with Documents.
Adding a subcontract (SUBK) to a PAF/project has multiple steps. For full system instructions, see the Enter a Subcontract in eRPM procedure.
- Identify that the project will include a subcontract on the PAF.
- Enter high-level information (e.g., subcontracting organization, SUBK investigator, etc.) and upload Letter of Commitment or Notes (as applicable).
After the U-M project is awarded:
- Enter details and upload required documentation (e.g., budget) for the Office of Contract Administration (OCA) to create the contract.
Once added, the subcontract appears under the Subcontracts tab in the PAF Workspace and under the All SUBKs tab in Home Workspace.
The Post a Comment activity:
- Is available on a PAF in any state
- Displays a comment for anyone with access to the PAF to view
- Can send an email notification to the project team and/or ORSP (only if an email recipient is selected)
- Does not change the state of the PAF or the Inbox display
The Project Team Request ORSP Action activity:
- Is only available on the PAF after the PAF is routed to ORSP for review
- Moves the PAF to the ORSP Project Representatives (PR) Inbox
- Does not generate an email notification
When finalizing the proposal documents that will be sent to the sponsor, attach only ONE PDF file unless specifically indicated otherwise by the sponsor or your ORSP PR. Including one PDF enables a faster submission of your proposal, and ensures that your proposal appears exactly how you want it submitted to the sponsor.
Making & Submitting Changes
Anytime that changes are made to a PAF by a Reviewer or the ORSP, the Primary Research Administrator and the U-M PI receive a system email notification.
If the PAF is changed after the unit has approved it, a system email is sent to the department contact notifying him/her of the change.
All changes made to the PAF are tracked in a change log. Learn how to View Details of Changes.
The Project Team can make and submit changes to the PAF until it is routed to the ORSP for review.
- Only the Primary Research Administrator or U-M PI can complete the "Project Team Make Changes" and "Project Team Submit Changes" activities.
- Once a PAF is open for editing anyone with edit rights can make changes to the PAF.
Once the PAF is in a ORSP Review State, the Project Team must contact ORSP to make change. ORSP will either make the requested changes or unlock the PAF so the Project Team can make changes.
Learn how to make & submit PAF changes.
Grants.gov in eRPM
Once you type in the FOA Number in PAF question 1.6 you will find out if all required forms are supported and what optional forms are supported.
There are over 150 forms used in Grants.gov applications. Each opportunity has a subset of those forms that are either required or optional. Many, but not all of these forms are supported by the eRPM system. If all the forms you wish to submit (those that are required plus optional forms you want to include) are supported, then you have the option to select the eResearch submission to Grants.gov (aka system to system) or Workspace submission to Grants.gov.
While all Federal Agencies must post their funding opportunities in Grants.gov, not all opportunities are available for electronic submission through Grants.gov . If the FOA is not available for electronic submission to the sponsor select "no" to PAF question 1.3 and you will enter the FOA on another page.
To determine if your FOA is available for electronic submission, either:
- On the grants.gov web site, use the grant search to find the FOA. It will indicate if it is available for electronic submission.
- In eRPM, select "yes" to PAF question 1.3 and enter the FOA on the next page. If you can't find it in Grants.gov, return to this page and select 'No," You will enter the FOA in question 1.11, Sponsor Solicitation Number.
If you need to complete Grants.gov forms, but the link to access the forms is missing on the PAF workspace, then check the answer to question 6.2.2 Proposal Submission Methods. For the link to be available in the PAF, the answer must be "eResearch submission to Grants.gov."
eResearch submission to Grants.gov (aka system to system)
This is referred to as the system to system (S2S) submission. This means the data is sent in an XML stream directly from our server to the Grants.gov server. The forms are filled out in eRPM by clicking on the link that appears on the PAF workspace.
Note: In order to see the link you must select “eResearch submission to Grants.gov” on the routing instructions page in the PAF. This link allows you to edit the application. The forms are the same SF424 forms that you would see if you were filling out the Workspace application. A response from Grants.gov regarding the submission status is usually received by eRPM in a few seconds. Busy proposal periods may take a little longer. The proposal status can be viewed in the SF424 workspace.
Advantages: better error checking, fewer submission errors, and option to copy map.
Workspace submission to Grants.gov -
A response from Grants.gov is sent via an email to the ORSP Project Representative. This may take anywhere from a few minutes to 48 hours. Responses are generally slower than a S2S submission.
In either case, the same proposal forms are filled out by the PI/Project Team and the same information is sent to Grants.gov. ORSP submits the proposals.
Copy mapping means that the data entered on the PAF, along with some standard University of Michigan info will be transferred to the FOA forms. Not all forms that are supported by eRPM can be copy mapped. Copy mapping is only available if eResearch submission to grants.gov submission method is selected.
See the Copy PAF Info to Grants.gov Form procedure for details.
No, you just need to complete the PAF. The information you enter about U-M Investigators, space & budget will determine who the PAF is routed to for unit approval.
Routing information (departments, review status) appears in a table on the PAF Workspace after the PAF is routed for unit approval.
For PI & Project Team and unit Reviewers: verify disclosure status by clicking View Disclosure Information under Manage Data.
Certain sponsors, such as Public Health Service (PHS) agencies, require that those with a U-M Investigator role to disclose any outside interests with external organizations before the PAF can be submitted, and that any conflict of interest be managed prior to the award.
Post-award management (i.e., purchasing, HR functions, etc.) is completed in M-Pathways Financials. eRPM provides a repository for the PAF, proposal, award and award change requests/modifications records.
The Award Workspace displays, lists, and/or links to many related aspects of an award, such as individual funding commitments, compliance factors, required deliverables, etc.
From the PAF Workspace look for your awarded projects under
- Manage Data > View All Award Notices
From the Award workspace > Modifications tab, click to open the Modification workspace or Award Change Request workspace.
Notifications are sent via email to all parties associated with an Award, including investigators, administrative personnel, and department contacts, specifically:
- U-M Principal Investigator
- Sponsor Principal Investigator
- Participating Investigators with Specified Effort
- Administrative Contacts (all administrators listed on proposal or project)
- Any person (or group email address) listed as the Award Notifiers for a unit (department) that was required to review the PAF.
See Award Management Overview of Changes for more information.