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Electronic Systems (eRPM)

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Presentation on theme: "Electronic Systems (eRPM)"— Presentation transcript:

1 Electronic Systems (eRPM)
eRPM was born March 30, 2009 LSA had a phased implementation 3/30/2009 Natural Sciences and Psychology 4/27/2009 Social Sciences 5/15/2009 Humanities 6/30/2009 end of paper PAFs in LSA

2 Electronic Systems (eRPM)

3 Electronic Systems (eRPM)
(Job Aids)

4 Electronic Systems (eRPM)
(Job Aids)

5 Electronic Systems (eRPM)

6 Electronic Systems (eRPM)

7 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process)

8 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process)

9 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process) Or

10 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process)

11 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process)

12 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process)

13 (LSA Business Process)
Electronic Systems (eRPM) (LSA Business Process)

14 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) Deadlines Sponsor Deadline: Formerly "Due Date". If none, select No Sponsor Deadline. FOA Deadline: Pulled from the opportunity chosen. ORSP Deadline: Review the ORSP Deadline policy. School/College Deadline: Refer to your School/College for deadline policy information. Dept/Unit Deadline: Refer to your Dept/Unit for deadline policy information. Other Deadlines: Use blank text box to note additional deadlines. LSA Instructions - If PI requires a date other than sponsor deadline that new date will become the deadline that is used by all for tracking purposes.

15 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If the sponsor deadline is 12/1/2015 but the PI wants it submitted by November 24, 2015 how do you complete the sponsor deadline section of the PAF?

16 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If the sponsor deadline is 12/1/2015 but the PI wants it submitted by November 24, 2015 how do you complete the sponsor deadline section of the PAF? Put 11/24/2015 as the sponsor deadline. 11/24/2015

17 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) An example for calculating the College deadline can be found at Monday (preferably sooner) Compliant proposal received by LSA Dean’s Research Office before 9:00 a.m. Tuesday Approved proposal submitted to DRDA by 9:00 a.m. DRDA can submit once reviewed. Wednesday DRDA can submit once reviewed. Thursday—Sponsor Deadline Day

18 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If the sponsor deadline is 12/1/2015 but the PI wants it submitted by November 24, 2015 what is the College deadline date? 11/24/2015

19 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If the sponsor deadline is 12/1/2015 but the PI wants it submitted by November 24, 2015 what is the College deadline date? College Deadline is 11/19/2015. 11/24/2015 11/19/2015

20 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) See the link for what to do if PAF misses the LSA deadline Full Day before deadline (9:00 a.m.) PAF comes finalized or returned to department Did not meet College deadline policy and the appropriate note will go in PAF comments College will do limited review if time is available and sign proposal. PI must submit a message with PAF stating reason for late submission. PI assumes responsibility if proposal does not make it to sponsor.

21 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) See the link for what to do if PAF misses the LSA deadline Day of deadline PAF must come finalized. Did not meet College deadline policy Research Administrator or PI must contact through a phone conversation (not leaving a voic message) with College and DRDA alerting to the exception request PI must submit a message with PAF stating reason for late submission. College will NOT review but may allow "expedited submission" without signing the PAF based on PI reason for lateness For expedited submissions proposal will return for College signature after-the-fact. The Associate Dean will determine at that point if PAF is to be signed or proposal withdrawn. After two unapproved "day of deadline" submissions College will NOT forward proposal without the Chair requesting exception. PI assumes responsibility if proposal does not make it to sponsor.

22 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If PAF comes to the College and it is not finalized the PAF will be returned to the department Explanation from PI is required if the PAF comes to College the day before or the day the proposal is due to the sponsor. The Associate Dean is reviewing all PAF’s that we receive on the day they are due to the sponsor.

23 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If the prime sponsor deadline is 12/1/2015 but the direct sponsor wants it submitted to them by November 27, 2015 what is the sponsor deadline date for the PAF Where does the other date go? 11/24/2015 11/19/2015

24 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) If the prime sponsor deadline is 12/1/2015 but the direct sponsor wants it submitted to them by November 27, 2015 what is the sponsor deadline date for the PAF? 11/27/2014 (the direct sponsor deadline) Where does the other date go? In the Other Deadline Box 11/27/2015 Prime Sponsor Deadline 11/19/2015

25 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines) Other Schools as Administrative Home on proposals with LSA Faculty The College of LSA will adhere to the deadline policy of the PI’s administrative home, and will work with schools so that they adhere to our policy when our College is the administrative home. Cost Sharing LSA Cost Sharing requests are due two weeks prior to sponsor deadline through eGIF with the proposal in final format. Any request not received at least one week prior to sponsor deadline will not be considered. Prime Sponsor versus Direct Sponsor Deadline For subcontracts the eRPM sponsor deadline should reflect the Direct Sponsor deadline not the Prime Sponsor deadline. A note should be inserted making it clear which deadline is for the Direct Sponsor.

26 (PAF Questions / LSA Instruction - Deadlines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction - Deadlines)

27 (PAF Questions / LSA Instruction – Sponsor Guidelines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Sponsor Guidelines) Sponsor Guidelines URL Type the relevent URL (web page address). If a not for profit insert PDF of sponsor guidelines. LSA Instructions - LSA will return if PDF is not included for Not for Profit proposals Why???

28 (PAF Questions / LSA Instruction – Sponsor Guidelines)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Sponsor Guidelines) Sponsor Guidelines URL Type the relevent URL (web page address). If a not for profit insert PDF of sponsor guidelines. LSA Instructions - LSA will return if PDF is not included for Not for Profit proposals Why??? So have a permanent record of the requirements that were in place when proposal submitted.

29 (PAF Questions / LSA Instruction – Class Code)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Class Code) Proposal Type/Class Code Relates to financial class codes. LSA Instructions - Class drives the indirect cost rate. If you are using an off-campus rate please provide a justification in the PAF Budget notes section. Please see ORSP's website for information on what qualifies for off-campus (see the FAQs at

30 (PAF Questions / LSA Instruction – Descriptive Key Terms)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Descriptive Key Terms) Descriptive Key Terms Enter 3 Key Terms. Key terms help expand searches beyond project title in the eRPM data set (data warehouse). E.g., you want to find all cow related projects, it helps if project key terms include cow, bovine, heifer. LSA Instructions - LSA uses for Faculty Search on LSA Research Webpage. Important to use descriptive terms.

31 (PAF Questions / LSA Instruction – Descriptive Key Terms)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Descriptive Key Terms)

32 (PAF Questions / LSA Instruction – Descriptive Key Terms)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Descriptive Key Terms)

33 (PAF Questions / LSA Instruction – Students on Project)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Students on Project) Will students work on this project? LSA Instructions - Use for all students (undergrad, temp, or Grad Student).

34 (PAF Questions / LSA Instruction – UM Key Personnel)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – UM Key Personnel) UM Key Personnel Adding UM Key Personnel has two main steps: 1. Add the person. You must click SAVE. 2. Add Appointments for the person. Click the help link to learn more LSA Instructions - This is where you can give the PI permission to edit the PAF and attachments—its their PAF so not a bad idea to give lead PI edit rights. Make sure your Key Personnel are PI eligible or see next slides for exceptions. Add future appointment for personnel in eRPM if personnel does not have an appointment where they will be paid or if personnel effort is not the same in all years of the project. 

35 (PAF Questions / LSA Instruction – Ineligible Job Code)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Ineligible Job Code) Ineligible Job Code Comments LSA Instructions - If you are selecting someone to serve as PI who is not PI eligible please note why you are requesting the exception (contact Steve or Peggy if doesn’t meet situations below, request may be needed from the Chair.) GSRA’s, Research Fellows, or staff are generally not include as personnel on the PAF. GSRA’s or Research Fellows can be listed as Sponsor PI on the PAF if they are sponsor PI. In LSA Michigan Society Fellows and Math Rotators are PI eligible. No HR appt. needed for new faculty submitting proposal before arrival unless making expenditures. Non-faculty investigators (ie staff, GSRA, Research Fellows) employees who are listed in a NIH proposal as Senior Key Personnel who need to disclose in M-Inform can be listed on the PAF as Non-faculty investigators.

36 (PAF Questions / LSA Instruction – Ineligible Job Code)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Ineligible Job Code) Just because they’re listed on the sponsor form that way doesn’t make it right for the PAF Read the sponsor guidelines. Sponsor may not allow them to be list as PI or COPI even though that’s where the faculty has put them Fellowships or student specific grants like NSF Doctorial Dissertations are examples where a student or fellow may be referred to as a PI. Faculty member is UM Principal Investigator on PAF and the student is UM Sponsor PI on PAF.

37 (PAF Questions / LSA Instruction – Admin Personnel)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Admin Personnel) 2.6 Administrative Personnel Administrative personnel includes staff from the departments but not PIs. Find the correct person to add, assign edit rights, and SAVE. Click the help link to learn more. LSA Instructions - Each unit should list more than the primary research administrator so that project can be edited if primary administrator is unavailable. WHY?

38 (PAF Questions / LSA Instruction – Admin Personnel)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Admin Personnel) Administrative Personnel Administrative personnel includes staff from the departments but not PIs. Find the correct person to add, assign edit rights, and SAVE. Click the help link to learn more. LSA Instructions - Each unit should list more than the primary research administrator so that project can be viewed if primary administrator is unavailable. WHY? Only people on the PAF can edit the PAF until it is routed and emergencies can happen.

39 (PAF Questions / LSA Instruction – Admin Personnel)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Admin Personnel) Reminder: There are certain functions that the primary research admin can do on the PAF. See Anyone listed as administrative personnel on the PAF can be selected as the Primary Research Admin See

40 (PAF Questions / LSA Instruction – Admin Personnel)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Admin Personnel) Project Administrative Home: Defaults to the selected appointment for the UM Principal Investigator. Can be changed if desired using the Select button. LSA Instructions - Can use multiple appointments for a faculty member on a PAF to allow other non-administrative home department to view faculty activity in eRPM for proposal. Consider using a future appointment if needed. ****Space in other unit will also all other department to see the PAF.

41 (PAF Questions / LSA Instruction – Post Award Contact)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Post Award Contact) Primary Post-Award Contact: Select one post-award administrative contact. This contact will be the contact for the project when funded. If no post-award administrative contact is listed, the Primary Administrative contact is the PI. LSA Instructions - Each unit should develop best practice

42 (PAF Questions / LSA Instruction – Key Personnel Detail)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Key Personnel Detail) Key Personnel Detail Click the help link for more information. LSA Instructions - LSA uses academic year = 9 months and Summer as 3 month. Example: 1 AY month =11%, 1 Sum month =33.3%. If effort is not the same in all years add future appointments to show the change in effort. In the PAF effort COMMENT BOX put the date for the budget period of the effort (ie 1/1/ /31/20014) If there is cost-shared and noncost-shared effort add a future appointment to capture that effort and in the comment box after the date add a semicolon and then cost-shared.

43 (PAF Questions / LSA Instruction – Key Personnel Detail)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Key Personnel Detail)

44 (PAF Questions / LSA Instruction – UM Cost Sharing Documentation)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – UM Cost Sharing Documentation) UM Cost Sharing Documentation Click here to learn how to attach UM Cost Sharing Supporting documentation. LSA Instructions - Upload eGIF approval summary and/or correspondence prior to routing for review by approvers. PAF is NOT to be used to request cost-sharing. Use system as repository for cost sharing commitments including eGIF.

45 (PAF Questions / LSA Instruction – Budget)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Budget) Budget Notes Add here any notes to clarify the budget or budget calculations. For example, exclusions from the indirect cost calculation base. LSA Instructions - Provide rationale if using off-campus or other rate than standard on-campus research. Things to consider are where person resides during specified timeframe and if an office at department is provided for person during period. Provide pdf in documents uploaded to the PAF if sponsor announcement does not allow indirects.

46 (PAF Questions / LSA Instruction – Other UM Commitment Details)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Other UM Commitment Details) Other UM Commitment Details Type a Description of other commitment details and Dept ID (ask commitment source if department ID unknown). Tip: You can look up departments in the Blue Pages - Unit Heads/Administrators Listings. Department Name displays after you enter the Dept ID. Click Save. To add more commitment details, click Add. LSA Instructions - Use for tuition shortfall after requested and approved through eGIF. Use system as repository for commitments including eGIF and other correspondence. Must include or award letter in PAF.

47 (PAF Questions / LSA Instruction – Subcontract)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Subcontract) Subaccount Before you can route for approval, you must either: - Attach Letters of Commitment in 3.10 or 6.2 Supporting Documents (Proposal section - Internal documents page) OR - Provide relevant details for subcontracts in the Notes field. LSA Instructions - Enter total dollar amount of subcontracts to other institutions.

48 (PAF Questions / LSA Instruction – Subcontract)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Subcontract) $20,000

49 (PAF Questions / LSA Instruction – Subcontract)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Subcontract) PAF Summary Display

50 (PAF Questions / LSA Instruction – Indirect Cost Waiver)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Indirect Cost Waiver) Indirect Cost Waiver Documentation If an indirect cost waiver has been requested and approved, attach supporting documentation. Click the help link to learn how to attach documents. LSA Instructions - IDC Waiver not used in LSA

51 (PAF Questions / LSA Instruction – Subproject/Grant Details)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Subproject/Grant Details) Subproject/Grant Details Formerly known as Page 4 of the ePAF. Optional - May not be required by some units. The purpose of this page of the worksheet is to help identify and estimate subaccounts for applications that involve multiple units. Designed for completion at the proposal preparation and routing stage, it sets forth a tentative distribution of award funds among the participating units. The budget arrangements are subject to change, based on the actual award and subsequent negotiations, and are not considered final. It does, however, provide a useful planning guide for anticipated financial responsibilities and distribution. To the extent possible, sections of this page of the worksheet should be completed by the UM Principal Investigator and acknowledged by each participating unit that is party to the proposal. Tip: You can look up departments in the Blue Pages - Unit Heads/Administrators Listings. WARNING - Add and Clear buttons work on the whole section not individual fields. After entering subproject details for a Dept ID, click Add to save. After adding details for a Dept ID, you have the option Edit or Delete.

52 (PAF Questions / LSA Instruction – Subproject/Grant Details)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Subproject/Grant Details) 3.15 Subproject/Grant Details* LSA Instructions - LSA projects must include subproject/grant detail when multiple unit participants and follow-up at award time with a subProject/Grant. COULD also be used if multiple faculty are listed on the PAF from the same department--especially if they have effort. PI's portion of project must be shown with subproject. Potential EXCEPTIONS: Dollars for LSA not material; project doesn't carry IDC (equipment grants; training grants If other exception requested please call LSA Research Office at

53 (PAF Questions / LSA Instruction – Subproject/Grant Details)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Subproject/Grant Details) Use them. It benefits your faculty. Make sure they are setup at award time

54 (PAF Questions / LSA Instruction – Additional Space)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Additional Space) Footage If additional space has been committed for this project, indicate the square footage committed If you don't have enough project space, contact your unit administrator. Tip: You can look up departments in the Blue Pages - Unit Heads/Administrators Listings. LSA Instructions - If PI needs additional space, please discuss with your facilities/chair's office at least two weeks prior to routing of proposal.

55 (PAF Questions / LSA Instruction – Final Proposal)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Final Proposal) Final Proposal Click here to learn how to attach supporting documents. LSA Instructions - LSA Policy states that all proposals must be in finalized state when routed for College signature when LSA is Administrative Home.

56 (PAF Questions / LSA Instruction – Supporting Documents)
Electronic Systems (eRPM) (PAF Questions / LSA Instruction – Supporting Documents) Supporting Documents Click here to learn how to attach supporting documents. LSA Instructions LSA requires an internal budget and justification even if not required by sponsor. Please make sure identify any internal documents as such and that they should not be sent to the sponsor. The attachment should be loaded into the PAF documents NOT the Proposal documents. Add banner across document that internal only.

57 (Document Management)
Electronic Systems (eRPM) (Document Management) When uploading a new file should you delete the old one first?

58 (Document Management)
Electronic Systems (eRPM) (Document Management) When uploading a new file should you delete the old one first? No See for to learn how to save multiple revisions of a document Then

59 Electronic Systems (eRPM)
(Posted Comments Make the comment useful!!! Be specific -- don’t say per phone call or . Change the subject line to let people know whether comment is important. If comment to multiple people specify who requesting action from.

60 Electronic Systems (eRPM)
(Posted Comments Make the comment useful!!! Be specific -- don’t say per phone call or . Identify in the comment who you would like to respond if comment is going to several people. Change the subject line to let people know whether comment is important. Remember the comments can’t be deleted… Be succinct – brief but detailed that recipient know what is expected Comment Example PI will sign PAF asap. Dawn and Dr. Kennedy, this is a 50K max cost, 2-year proposal, with 10% IDC per sponsor guidelines. This is only for Corey to supervise a GSRA and materials. The sponsor does not need to see a detailed budget in the proposal at this time, per their guidelines. We have included the usual internal detailed budget in PAF Documents. $45,455 Directs + $4545 IDC = 50K total costs. Thank you.

61 Electronic Systems (eRPM) (Routing the PAF)
What does the department’s signature mean? That the department supports the PI carrying out the research as proposed in the budget That the departmental equipment and other resources shown as contributed by unit/s are approved.  If there is new equipment, the unit will/has work/worked with facilities to coordinate needs. That the proposed research complies to the best of unit’s ability with Sponsor, College, and Department rules. Who Can Sign for Department? The Chair or Associate Chair are the designated signers. The person signing should represent the department for research, space, and resources.   The department should have a business process where chair delegates signature authority when they are unavailable.

62 (system generated message)
Electronic Systems (eRPM) (system generated message) WARNING – eRPM sends a lot of message. Make sure you know who’s getting them and don’t assume. Not all notifications can be done in ePRM!!

63 Best practice is to have Yes checked.
Electronic Systems (eRPM) (see for detailed instructions) Best practice is to have Yes checked.

64 (Grants.gov Generate PDF)
Electronic Systems (eRPM) (Grants.gov Generate PDF) Generate Grants.gov package as PDF

65 (Grants.gov Generate PDF)
Electronic Systems (eRPM) (Grants.gov Generate PDF)

66 (Grants.gov Generate PDF)
Electronic Systems (eRPM) (Grants.gov Generate PDF)

67 (Grants.gov Generate PDF)
Electronic Systems (eRPM) (Grants.gov Generate PDF)

68 (Grants.gov Generate PDF)
Electronic Systems (eRPM) (Grants.gov Generate PDF)

69 Manage Unit Data Screen
Electronic Systems (eRPM) Manage Unit Data Screen Manage Unit Data (MUD) screens are available for each proposal and that information can only be seen in eRPM by those with access rights. All of the information stored in the MUD screens is kept in Pathways and can be pulled from there through Business Objects by anyone at U with Pathways access. Instructions for computing data stored in MUD can be found on the 8/3/11 meeting at search%20Admin%20Mtgs.aspx

70 Manage Unit Data Screen
Electronic Systems (eRPM) Manage Unit Data Screen LSA requires the MUD Screens to be used for the following: Computing Equipment >$5000 (includes FLUX usage) Instructions can be found on the 8/3/11 meeting at n%20Mtgs.aspx Changes to Effort and Subproject grants after the PAF has been submitted ( this can be preaward or postaward) Instructions can be found on the 3/7/2012 meeting at 20Mtgs.aspx

71 Process for Tracking and Communicating Computing
Research Administrator uses eResearch Proposal Management System (eRPM) to add additional information so the Department and College can track computing in Proposals and Awards. Manage Unit Data (MUD) screens are available for each proposal and that information can only be seen in eRPM by those with access rights. All of the information stored in the MUD screens is kept in Pathways and can be pulled from there through Business Objects by anyone at U with Pathways access.

72 Tracking and Communicating the Proposal
Research Administrator adds information to MUD in ePAF (see next few screens) using a P at beginning of field to identify this entry is at proposal stage.

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76 Tracking and Communicating the Award
Just like at the proposal stage the: Research Administrator adds information to MUD in ePAF (see next screen) using an A at beginning of field to identify this entry is at award stage.

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78 Adding Resource Commitments Changes (Budget, Effort ,and Subaccount) to MUD
Step 2 Pick your unit Step 1 Step 3 Click add to start adding commitments

79 The MUD Subaccount View
The PAF Budget View The MUD Subaccount View

80 The PAF Subaccount View
The MUD Subaccount View

81 The PAF Effort View The MUD Effort View

82 Electronic Systems (eRPM)
For questions or assistance See LSA Business Process Document at eRPM Training and Reference Materials or call Contact LSA Dean’s Research Office at

83 Electronic Systems (eRPM)


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