Overview
The Property Control Manage Deliverables activity allows those with the Property Control role to complete or remove property type deliverables related to an Award.
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Role: Property Control
Step-by-Step Process
When you log in to eResearch Proposal Management, your Home Workspace displays. Note the following.
Award Management
Overview
The Request Action process is used to request that Office of Research and Sponsored Projects (ORSP) take action on a processing or active Award. Request Action can be completed from the Award (AWD) workspace by Principal Investigators (PIs), Sponsor PIs, Primary Post-Award Contacts, Administrative Personnel, and Approvers in the Administrative Home roll-up. The request will go to the PI and departments with automated routing for signatures.
Overview
The Return Signed Contract activity is available in the state of "Awaiting PI Signature." It allows all Award Editors and Reviewers of the Administrative Home chain to return the Award (AWD) or Award Modification (AWD-MOD) to ORSP for processing and includes the ability to upload a PDF of the signed award agreement.
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Role: PI & Project Team > Home workspace Awards tab > Award (AWD) / Award Modification (AWD-MOD) workspace OR eRPM email notification link to AWD/AWD-MOD.
Overview
If the named Post-Award Contact or Additional Contact creates the Award Change Request (ACR), then they can route the ACR, as can Approvers of the Administrative Home chain, via the Route for Approval activity.
Award Change Requests created by someone other than the named Post-Award Contact need to be routed for approval via the Route to Post Award Contacts activity.
If changes were requested and made, then the Project Team can submit the changes via the Project Team Submit Changes activity.
Overview
After ORSP has completed their review of an Award or an Award Modification, they can route the Award (or Award Modification) to the Office of Contracts Administration (OCA) for processing. The Send for Contract Processing activity is available in the state of "Initial Award Processing."
An activity is available under Manage Data on Award and Award Modification workspaces to print a Cover Page to place on top of a printed contract package.
Navigation
Role: ORSP > Award (or Award Modification) workspace
Overview
As of eRPM Version 5.2, Awards have the ability to be linked by relating Award records.
Overview
Beginning with eRPM Release 5.2, Awards will have the ability to be linked by relating award records.
Example: Holding Accounts and Masters with money. The first Award in this series usually has a ceiling or cap amount dictated by the sponsor but will not necessarily have any money allocated for it. Instead, separate proposals are routed then awarded from this pot of money. In this case the first Award would be flagged by ORSP or Sponsored Programs as a Parent AWD. See the Set Subproject Relationship Diagram at the end of this procedure.
Overview
If an Award or Award Modification (Change) requires ancillary review, committee members will receive an email notification from eRPM indicating the need to review. Awards and Award Modifications awaiting review will display in the Home workspace for Ancillary Reviewers. From there, you can click on the applicable award to open the award/modification workspace.
When the review is complete, use the appropriate activity in eRPM to submit your ancillary review.
Overview
If changes to the Award are routed to ORSP, the Awards Inbox will display Awards in the State of "Changes Requested." Change Requests are displayed on the Activity Log tab of the Award workspace. Once you have reviewed the requested changes, use Edit Award Worksheet to make changes to the award information and Submit Changes to return the Award to OCA, SSC, or Sponsored Programs for processing.
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Role: ORSP > My Home