EPEX


	EPEX: Emory Proposal Express

	https://compass-login.emory.edu

	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 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
	Approval Inbox
	Clinical Trials Procedures & Workflow
	Approvers and Reviewers: Ad Hoc
	PI Eligible Form
	Workflow Request Form
	EPEX FAQs

	Training and Additional Information
	24/7 Distance Learning training for EPEX can be found on the Compass website: http://compass.emory.edu/training/index.html. Dates for Instructor-led training for EPEX: http://www.osp.emory.edu/communication/training/index.cfm

	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 or 404.727.2018

EPEX: Emory Proposal Express