eResearch Proposal Management Support for Principal Investigators & Project Teams / U-M Information and Technology Services

Proposal, Award, Subcontract, Unfunded Agreement

Quick Reference Cards and Overview Guides

Proposal Approval Form (PAF) Quick Reference Card
Job Aid that covers eRPM Proposal Preparation topics, including PAF preparation through routing for approval.
Unfunded Agreement (UFA) Quick Reference Card
Job Aid that covers how to enter an Unfunded Agreement in eRPM for Principal Investigator (PI) & Project Team.
Clinical Trial Routing Forms Quick Reference Card
Steps to enter a Clinical Trial Routing Form (CTRF) in eRPM.

Job Aids (How-Tos) for Working in eRPM

Create an eRPM Account
Use if you cannot find a person in eResearch, (e.g., for people who have never logged into eRPM before).
Log in to eRPM
Sign in to use the eRPM system.
Home Workspace for PI & Project Team
Describes the PI & Project Team Home Workspace (from which you can create PAFs, view and track proposals and award information).
Find PAFs (All PAFs)
View and search all PAFs you have access to in eRPM.
Email Notifications sent from eRPM
System-generated email notifications are sent on certain state changes and upon the completion of events/activities. This document provides details regarding notification triggers and recipients.
Search eRA Commons IDs affiliated with U-M.
Working with Documents
How to work with documents in a project (e.g., attach, upload new, view version history, delete).

Proposal Approval Form (PAF)

Agreement Acceptance
How to review and sign an Agreement Acceptance Request (AAR).
- AAR Status Map reference
Create and Route a PAF
How to create a PAF (complete first page), navigate, validate, and route for approval. Note: All details to answer individual questions of the PAF are included within eRPM system Help and Additional Help.
- Add Sponsor Information
  Steps to add or update Sponsor Information on the PAF and how to indicate that the sponsor is a U.S. Federal Government entity
Cancel PAF
The Primary Research Administrator & U-M PI may cancel a PAF.
Clone PAF
How to make a copy of an existing PAF.
Finalize Submission
Process to prepare proposal for submission by the Office of Research and Sponsored Projects (ORSP) or to Log Project Team submission to a sponsor.
- Overview Presentation with Scenarios
Grants.gov in eRPM (complete guide)
Hardship Requests
How to request a hardship.
Log Project Team Submission to a Sponsor
How to record Project Team proposal submission in eRPM. Requires proposal finalization first, and allows you to upload a final copy of the proposal.
PAF Summary - View and Print PAF (Display PAF Summary)
Steps to view and print all information and documents from PAF Worksheet in one place.
PAF Workspace
View information regarding the PAF; current State of PAF/proposal; complete activities related to the PAF/proposal.
- PAF Status Map
  Shows examples and descriptions of Status Map stops.
Post a Comment for the Entire Project Team
Steps for any project team member to permanently post a comment to the PAF Workspace and send via email. If used to request action, remember to select an email recipient.
- Example of email
Route PAF for Approval
U-M PI or Primary Research Administrator can route a PAF for approval.
- Example of email
Make & Submit, Decline, and Request Changes - Changes are made and tracked after a PAF is routed for approval.
Primary Research Administrator & U-M PI can make and submit changes to a PAF Worksheet and/or Request ORSP Action to Make Changes.
Manage Data
How to change some PAF information without editing the PAF worksheet (i.e., after PAF is routed for approval). This data can be managed by anyone with edit rights to the PAF Worksheet.
- Change Primary Research Administrator
- Submission Instructions
- Relate PAFs
  How to relate two PAFs together. (PAF relationships are used for reporting purposes).
View Details of Changes made to PAF Worksheet
All changes made are tracked in a Change Log.
Update Research Activity
How to update/complete the Research Activity questions in PAF section 5.
Update Submission Deadline
How to extend the submission deadline after the current Submission Deadline date.
PANs/PACs (View All Award Notices)
As of 8/20/2018, PANs/PACs are replaced by an email notification when an Award or Modification is activated. Historical PAN/PACs are viewable for reference only.

Awards

Award Change Requests (ACR)

Subcontracts (SUBKs)

Subcontracts in eRPM
How to associate a subcontract with a PAF, enter subcontract details, and upload documentation to submit to the Office of Contract Administration (OCA). Also, steps to closeout a SUBK.
Request a SUBK Amendment
How to request a SUBK Amendment.
Assign SUBK Management
How to assign a different administrator and U-M PI (other than the PAF Contact PI) or a different department (other than the PAF Administrative Home) to manage a SUBK (i.e., enter a SUBK, approve a draft agreement, etc.).

Unfunded Agreements (UFA)

Unfunded Agreements (UFAs) - Principal Investigator/Project Team Quick Reference Card
How to create an Unfunded Agreement.
UFA Summary - View and Print UFA
How to view and print all information and documents from the UFA Worksheet in one place.
Clone an Unfunded Agreement (UFA)
How to copy data from an existing UFA into a new UFA.

Technology Control Plan (TCP)

Complete and Route TCP
Steps for PI/Project team and Research Personnel to complete and route TCPs.
Research Personnel Sign TCP
Steps for PI/Project team and Research Personnel to sign TCPs.
Make Requested TCP Changes
Steps for PI/Project team to make changes.
IT Manager Sign TCP
Steps for IT Managers to review and sign TCPs.

Technology Control Plan (TCP) Amendments

TCP Amendments
Steps for PI/Project team and Research Personnel to request, submit, and cancel TCP Amendments.
Approve TCP Amendment
Steps for PI/Research Personnel to approve or request changes to TCP Amendments.
IT Manager Approve TCP Amendment
Steps for IT Managers to review and approve TCP Amendments.