Proposal Management: Hardship Requests

Overview

Hardships need to be created, signed by the U-M PI, and then routed for approval.

Hardship review:

• Hardships need to be reviewed by either Administrative Home of a PAF or its parent.
• The Dean’s office is not required to review the Hardship in eRPM. Business policies for individual units may vary.
• Only one department signature is needed on a hardship. As soon as the Administrative Home or its parent approves the hardship, it is routed to ORSP for approval.

This procedure details how to:

• Create a New Hardship Request
• U-M PI Sign Hardship
• Route Hardship Request for Review

Important Information

• Hardships can only be created then viewed from the PAF Workspace.
• Hardships can be requested on a PAF until an Award has been created. All hardship requests are called "Mid-Project Advance Accounts" and should be requested by creating an Award Change Request.
• Only the U-M PI, Primary Research Administrator, and Reviewers from the Administrative Home Department can request a hardship.

Navigation

Role: PI & Project Team > PAF Workspace

Create a New Hardship Request

1. Click the Hardships tab on the PAF Workspace.
   
2. Click Create New Hardship Request.
3. Enter a Description of need for the Hardship.
   
4. (Optional) Add documentation, or attach correspondence with sponsors or project representatives that you believe may facilitate review of the request.
5. Enter or select a Proposed Start Date and Proposed End Date.
   
6. Enter the Indirect Cost Rate.
7. Enter the Indirect Cost Base.
8. Enter the Total Direct Amount Requested.
9. If applicable, enter the Total Indirect Amount Requested.
   Note Total Amount Requested will display when the page is saved.
10. Click Finish to save, close the page, and return to the Hardship Workspace.
    Notes
    • Clicking Save saves but does not leave the page.
    • To exit the Hardship Workspace, click Path >> then click the name of the PAF in the breadcrumb trail. You will be returned to the PAF Workspace.
      
    • To notify the PI that the hardship request is ready for PI signature, you could use the activity Post a Comment for the Entire Project from the PAF Workspace. Be sure to select the PI as an email recipient.

PI Sign Hardship

PI signature is required in order to route the hardship request for unit review.

1. Click the Sign Hardship activity from the Hardship Workspace.
   
2. Check the Sign the Hardship box.
   
3. Click OK.

Route Hardship Request for Review

1. Click the Route Hardship Request for Review activity from the Hardship Workspace.
   Note The Hardship Workspace is accessed by clicking on the Hardship tab on the PAF Workspace.
   
2. If applicable, enter Comments. These comments are permanent and cannot be changed. They will be displayed in Recent Activity on the PAF Workspace.
   
3. Click OK to route the hardship for review.
   Notes
   • An email notification, which includes your comments, is sent to the PAF email notification contact(s) in the requesting department after you click OK to complete this activity.
   • The hardship request moves to the state of Unit Reviewing Hardship Request.