EPEX Guides

EPEX Resources

Additional Job Aids for creating a proposal in EPEX are available on the Compass Website and under Proposal Express (Distance Learning) and include:

Key elements for propoal submission in EPEX is provided below.

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


  • 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.