Overview
At the end of an awarded project, ORSP can initiate project closeout to move the state of the award from "Active" to "Project Closeout" and send an email to the U-M Investigators with the PI role, the Sponsor PI (if applicable), and the Primary Post-Award Contact. The email indicates that ORSP believes the award should be closed, and is starting the closeout process.
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Role: ORSP > Award workspace > Initiate Project Closeout activity
Award Management
Overview
The Innovation Partnerships Compliance Manage Deliverables activity allows those with the Innovation Partnerships-Compliance role to complete or remove Innovation Partnership type deliverables related to an Award.
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Role: Innovation Partnerships - Compliance
Step-by-Step Process
When you log in to eResearch Proposal Management (eRPM), your Home workspace displays. Note the following:
Overview
If a new PI or key investigator is added to the project in an Award Change Request (ACR), the Sign ACR activity will be available on the ACR workspace. New investigators will receive an email notification of ACRs Awaiting Investigator Signature, or they can access the record from the ACRs Not Yet Signed By An Investigator list on the ACRs inbox tab. All newly added investigators, regardless of role, are required to sign using the Sign ACR activity.
Overview
Beginning with eRPM Release 5.2, Awards will have the ability to be "linked" by relating award records.
Type 1 Example: Awards that do not necessarily share the same Sponsor Award Reference Number but for U-M purposes they represent the same work. The classic NIH example for this type is a competing renewal. Years 1-5 will be the first award. Years 6-10 would be funded as a second, independent award. In this case the two awards would be created independently with unique Award ID numbers. Each award will have its own award amounts and allocations.
Overview
Beginning with eRPM Release 5.2, Awards will have the ability to be "linked" by relating award records.
A Set Restricted Award Relationship activity is available to mark an Award in an "Active" State as a Type 2 Parent, meaning that it is eligible to have a sub-project award created off of it. Once an award is marked as a parent, then children subproject awards can be created from it. This is referred to as "Type 2" linking of awards.
Overview
The Office of Contract Administration (OCA) can complete the Log Contract Approval activity when the Award is in the state of "Contract Processing."
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Role: Contract Administration > Award workspace > Log Contract Approval activity
Overview
Once the institution (Office of Contract Administration (OCA) or ORSP signing official) has signed the contract, and depending on whether U-M is the first or last institution to sign, ORSP can complete the Log Partially Executed Contract activity or the Log Fully Executed Contract activity. If a partially executed contract is logged, then the Log Fully Executed Contract activity is available to complete upon return of the fully executed agreement.
Overview
The Manage Administrative Personnel activity allows the PI/Project Team and Award Editors (UM Principal Investigators, UM Sponsor PI, plus Post-Award Contacts and any other Administrative Personnel listed in this activity), and Reviewers from the Award's Administrative Home department to update the administrative personnel on an award record. At least one administrator must be listed on the project at all times.
Overview
The Manage Conflict of Interest activity allows U-M Investigators to update the Conflict of Interest information if it has changed. This activity is available after an investigator has signed the Award. Once completed, this activity will send an email to the ORSP Project Representative and Department Award notifiers informing them of the update.
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Role: PI & Project Team > Award workspace > Manage Conflict of Interest activity
Overview
The Manage Hold activity allows ORSP to place and remove an Award from a Hold state. ORSP will evaluate if there are any outstanding items that need to be completed prior to processing the awards. The ORSP Project Representative (PR) will place an award on Hold if any of the following are missing: