Proposal Management

OverviewAfter Project Closeout is initiated, ORSP can then complete the Close Project activity to move the state of the award from "Project Closeout" to "Closed". Prior to closing the award, any outstanding modifications, project team requests, or deliverables should be completed.

Overview The Export Control Office (ECO) determines if there is a need for a Technology Control Plan (TCP). They can create a new TCP from an existing PAF, Award (AWD), or Unfunded Agreement (UFA). All personnel with edit rights to the TCP will receive an email notification to complete additional required information in the eResearch Proposal Management (eRPM) system. As the TCP moves through the Research Personnel sign and Unit Approve processes, additional activities are available to facilitate the activation of the agreement.

OverviewAfter the Export Control Office (ECO) determines a need for and creates a Technology Control Plan (TCP) from an existing PAF or Unfunded Agreement (UFA), all personnel with edit rights to the TCP will receive an email notification to complete additional required information in the eResearch Proposal Management (eRPM) system. See Technology Control Plans & Licenses for more information about TCPs.

Overview Request Export Control (EC) Review is an activity available to the EC Office and the Office of Research and Sponsored Projects (ORSP). It is used to alert the EC Office that a project (AWD, PAF, SUBK, UFA) is in need of review by an EC Officer.

OverviewRequest Export Control Review (ECR) is an activity used by the ORSP Project Representatives to request a review by the Export Control Officer. The Export Control Officer will then determine whether an Export Control Unfunded Agreement is needed to track the export control terms independently of the PAF or Award. Awards identified by the ORSP Project Representative (PR) as needing ECR will display on the Review Inbox tab in the Export Control Officer’s Home workspace.

Key Definitions Outside Activity, Relationship, Interest ("outside activity"): Outside interest, activity, or relationship with an entity/organization external to U-M that relates to an individual’s institutional responsibilities, and applies to the individual and his/her family members. An outside interest is related to an individual’s institutional responsibilities when it relies upon the same expertise that an individual uses to carry out his or her institutional responsibilities, o

OverviewThe Copy PAF Info to Grants-gov Forms activity copies relevant fields entered on the PAF Worksheet, as well as standard institutional information, to the Grants.gov forms.Important Information

OverviewThis procedure details how to:Create a PAF: the fields that must be completed in order to create a PAF.Validate: the function that allows you to view a list of fields that need to be completed before the PAF can be routed for approval.Route for Approval: U-M Principal Investigator or Primary Research Administrator can send PAF to units for review and approval.Important Information

OverviewIf ORSP determines that an Award Modification is required, based on information submitted by the PI in the Award Change Request or for other reasons, then ORSP can create an Award Modification. Refer to the Award Modifications Overview for more information about reasons, workflow, and modification types.NavigationRole: ORSP > Award Workspace > Create Award Modification button

Overview If you cannot find a user in eResearch Proposal Management (eRPM), you can create an account for that user. If a person has logged into eRPM before, they will have the PI & Project Team role. If you need to add a person who has never logged in before, you can create an account for U-M users (a person with a uniqname and UMICH password). Important