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eResearch Proposal Management (eRPM) Project Overview November 19, 2008

eResearch Proposal Management (eRPM) Project Overview November 19, 2008. Topics. eResearch Proposal Management (eRPM) Phased implementation approach Input for eRPM design eRPM workflow eRPM implementation timeframe eRPM Preview/Demonstration Resources for more information.

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eResearch Proposal Management (eRPM) Project Overview November 19, 2008

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  1. eResearch Proposal Management (eRPM)Project Overview November 19, 2008

  2. Topics • eResearch Proposal Management (eRPM) • Phased implementation approach • Input for eRPM design • eRPM workflow • eRPM implementation timeframe • eRPM Preview/Demonstration • Resources for more information

  3. eResearch Proposal Management • eResearch Proposal Management (eRPM) is being developed as a new web-based system to accommodate internal routing, review, and approval of funding proposals to external sponsors. • Federal Grants.gov proposals will be assembled, routed, and submitted directly in/from eRPM. In addition, award information, including PANs and PACs will be distributed and stored in the new system.

  4. Phased Implementation Approach • Phase 1 – Routing, approval, and submission of proposals to external sponsors, including Grants.gov • Electronic Proposal Approval Form (ePAF) • Grants.gov Proposal Preparation • Routing and Approval • Proposal Submission • Grants.gov • Non-Grants.gov External Sponsors • Award Notification • Data Warehouse • Phase 2 – Internal system integration • Enhance functionality by integrating with existing systems, such as M-Pathways, eResearch Regulatory Management, PEERRS, and eSirius. • Phase 3 – Routing, approval, and submission of proposals to internal funding sources • Phase 4 – Budget development online tools

  5. Input to Help Design eRPM • Worked with variety of individuals from Ann Arbor, Flint & Dearborn campuses to develop & design eRPM • Included: • Design Teams • Departmental Advisory Team • Research Unit Liaisons

  6. eRPM Workflow eRPM system workflow starts at proposal creation and continues through active project.

  7. eRPM Workflow with Changes eRPM system workflow accommodates making & managing changes.

  8. eRPM Implementation Timeframe • Detailed implementation timeframe chart:http://www.umich.edu/~eresinfo/erpm/images/Implementation_Timeframe.png • More implementation details: http://www.umich.edu/~eresinfo/erpm/timeframe.html

  9. eRPM Pilot Volunteers May 09 April 09 • 20-25 proposals • Variety of project types • Single/multiple investigator • Full spectrum of sponsors & submission scenarios • All 3 campuses • Pilot participants • PIs & their collaborators • Associated reviewers & approvers from all affected units • The actual units that participate will depend on having a proposal with submission deadline between late November and mid February. • The Research Administrator pilot volunteers and their Unit Liaisons will receive more information and training to prepare them for their roles in the pilot. September 08 October 08 November 08 December 08 January 09 February 09 March 09 All Campus Release(Ann Arbor, Dearborn, Flint) Testing Pilot

  10. eRPM Preview/Demonstration • www.eresearch.umich.edu ->Proposal Management • Sandbox (training & testing environment) • Demonstration of: • Basics to create Proposal Award Form (PAF) in eRPM • Navigation Basics • Save, Exit, Continue, Jump To list • PAF Workspace Features • Display of PAF information • View where PAF is in routing & approval process • Home Workspace • Tracking PAFs (in progress, routed to unit for review, DRDA review, submitted to sponsor, awarded, active projects)

  11. eRPM Pilot – DRDA Processes May 09 April 09 • 11/17 – until 5 pm 12/24/08: DRDA • Use eRPM to process pilot proposals • New DRDA # format (FY-PAF12345) • Still process paper PAFs for individuals not participating in eRPM pilot • Existing DRDA # format • Enter sub-set of paper PAFs in eRPM system • New DRDA # format (FY-PAF12345) • 12/25/08 – 1/1/09: DRDA Closed (Season Days) • 1/2/09 – March 09: DRDA • Enter all paper PAFs into eRPM system • New DRDA # format (FY-PAF12345) September 08 October 08 November 08 December 08 January 09 February 09 March 09 All Campus Release(Ann Arbor, Dearborn, Flint) Testing Pilot

  12. When can I use eRPM?All Campus Release – March 2009 • All Campus Release – March 2009 • eRPM available to all investigators • Variety of training opportunities including: • Online course details how to complete new Proposal Approval Form (PAF) • Classroom courses for PI/Research Administrators & Reviewers. • Online help system embedded in the PAF • Training materials on the eResearch Web site • Research Unit Liaisons will be involved to help prepare for all campus release. • Campus can sign up for classroom training starting in January. May 09 April 09 September 08 October 08 November 08 December 08 January 09 February 09 March 09 All Campus Release(Ann Arbor, Dearborn, Flint) Testing Pilot

  13. Readiness for All Campus Release – Preparation during eRPM Pilot Period • Training for All Campus Release Begins • PAF online course • Classroom Training - PI/Research Administrators, Reviewers • Sign-up in January • Training materials available online to support individuals who will not attend training (e.g., Deans, PIs) http://www.umich.edu/~eresinfo/erpm/training.html • Review & approve/sign PAF - Reviewers will have available simple steps & demonstrations that cover main tasks • PIs will have available: • Complete PAF – PAF Online Course • Onscreen help & additional help pages • Simple steps & flash demonstration on how to sign PAF/Conflict of Interest Statement May 09 April 09 September 08 October 08 November 08 December 08 January 09 February 09 March 09 All Campus Release(Ann Arbor, Dearborn, Flint) Testing Pilot

  14. PRISM & eRPM Data Sets May 09 April 09 • November 17 – until 5 pm December 24, 2008 • 2 Data Sets • PRISM: Contains all existing data. • eRPM: Contains only data from eRPM system (pilot users). • December 25, 2008 – January 1, 2009 (Season Days) • PRISM data converted to eRPM data set • PRISM data set no longer available September 08 October 08 November 08 December 08 January 09 February 09 March 09 All Campus Release(Ann Arbor, Dearborn, Flint) Testing Pilot

  15. PRISM & eRPM Data Sets (cont.) May 09 April 09 • Starting January 2, 2009 • PRISM data set retired • eRPM data set contains all PRISM data • Existing predefined reports in PRISM data set will be included in the eRPM data set. • eRPM data set refreshed with eRPM system data nightly • PRISM on the web • No change in functionality • New name: Sponsored Awards on the Web (SAW) September 08 October 08 November 08 December 08 January 09 February 09 March 09 All Campus Release(Ann Arbor, Dearborn, Flint) Testing Pilot

  16. eRPM Implementation Timeframe

  17. For More Information… http://eResearch.umich.edu To find out more go to: Topics • Background • Unit Liaisons • Implementation Timeframe • Previews • FAQs • Training Or contact Project Managers: Jim Randolph, DRDA (nihjim@umich.edu) Cathy Handyside, MAIS Research Admin Systems (chandys@umich.edu)

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