Home Page
About OSP:
Electronic Research:
Compliance Approvals:
Forms & Agreements:
Links & Resources:
Communication & Edu.:
Faculty Portal
Emory Logo

EPEX: Emory Proposal Express


Log in: EPEX


What is EPEX?

The Purpose of EPEX is to assist in budget development, electronic routing, and institution approval related to extramural funding at Emory. EPEX replaces the SPAF (Sponsored Programs Approval Form) and is a necessary accompaniment to any Grant or Contract requiring Institutional endorsement.

  • Provides the data necessary to record information sufficient for internal tracking and reporting purposes.
  • Facilitates the entry of Proposals in the PeopleSoft Grants system
  • Accessible to users who have security to enter Proposals into PeopleSoft from any computer
  • Each user performs his or her step in the process and can route the record on for additional processing while still maintaining access to track or support additional data or document collection

Key Components of EPEX

General Proposal Information

  • Name of Principal Investigator
  • Title of Proposal
  • Sponsor
  • Proposal Dates
  • Total Proposed Budget Requested
  • Miscellaneous Information
  • Keywords

Project Specific Information

  • Professional Resources/Key Personnel
  • Proposed Effort Percentage
  • F&A Distribution
  • Attachments

Budget Information

  • High Level or detailed by project and budget period
  • System does all calculations which reduces mathematical errors

Workflow

  • Automatically assigns approvers based on PI’s home department
  • Ad hoc approvers can be added at any level

Audit History

  • Displays changes made to the proposal by timestamp and by user(s)

OSP Required Attachments in EPEX

The following is a list of items that OSP will need attached in EPEX in order to properly review submitted proposals. Every proposal will not require every item listed below. Please attach those items that are relevant to your submission and/or required by the agency to which the proposal is being submitted. Please contact your department/school for any additional required attachments.

  • Budget (either via the budget tool or spreadsheet
  • Statement of Work
  • Draft of the Research Plan
  • Resources Page
  • Consortium Letters
  • Individual Financial Interest in Research Report forms with signatures
  • VA MOUs
  • Cayuse Proposal (Admin Shell)

Industry & Cooperative Group Funded Studies

For documents not listed here, please continue to submit via the OCR listserv.

  • Proposed Agreement (CTA)
  • Protocol
  • IRB approval (if available)
  • Individual Financial Interest in Research Report forms with signatures

** Grants.gov submissions will continue to be submitted through the OSP drop box and will not need to be attached in EPEX unless required by your department/school.

** Proposals that are NOT electronically submitted should be attached in EPEX in their entirety.


EPEX Guides/Resources


Training and Additional Information


Access to EPEX

After you have completed EPEX training either online or in person, you must request access to the system by completing the EPEX ACCESS form.


Access to EPEX for non-Emory Employees

In order for someone who is a non-Emory employee to receive an Emory Network ID, they must be sponsored by a current Emory employee. Therefore, if you are an administrator in a department with faculty who have dual appointments and their SPAF has previously been completed by one of these non-Emory employees, it will be up to the departments to determine if they should receive an Emory Network ID and will be responsible for their sponsorship. In addition to receiving a network ID, they will need to complete EPEX training and complete the EPEX Access form in order to get security access in EPEX.

Emory Sponsored Accounts: http://it.emory.edu/showdoc.cfm?docid=1730


EPEX Questions?

Compass Grants Help: psgrants@emory.edu