CDMRP eReceipt System
User Guide
Congressionally Directed Medical Research Programs (CDMRP)
Last Updated: January 2011
Table of Contents
Overview....................................................................................................................... 3
Purpose ........................................................................................................................ 3
Help Desk Contact Information..................................................................................... 3
System Requirements................................................................................................... 3
Internet Browser .................................................................................................3
Cookies.............................................................................................................. 3
Inactivity Timeout .............................................................................................. 3
Getting Started.............................................................................................................. 3
My Profile...................................................................................................................... 5
My Profile for Principal Investigators ............................................................................ 5
My Profile for Business Officials ...................................................................... 5
Institution Files .................................................................................................. 5
My Applications............................................................................................................ 6
Pre-Application Status .................................................................................................. 6
Starting a New Pre-Application……………………………………………………………... 7
Summary Tab ............................................................................................................... 8
Letters of Recommendation................................................................................ 9
Pre-Application Submission Instructions ....................................................................... 9
Application Information Tab ................................................................................. 9
Application Contacts Tab ......................................................................................9
Collaborators and COI Tab ............................................................................... 11
Required Files Tab ............................................................................................ 12
Submit Pre-Application Tab ............................................................................... 13
Other Documents Tab......................................................................................... 13
Funding Notification/Summary Statement… ………………………………………..….14
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Overview
The CDMRP eReceipt System (eReceipt) is designed to allow Principal Investigators
(PIs) to submit their pre-applications electronically over the Internet through a secure
connection. PIs can access the eReceipt home page at https://cdmrp.org/. A preapplication is required for all applications submitted to CDMRP. Full applications MUST
be submitted through Grants.gov. For information about pre-application and full
application preparation and forms, please check the Program Announcements and
Forms section on the eReceipt or Grants.gov site.
Purpose
The purpose of this user guide is to provide general information and instructions to PIs
and Organization’s Business Officials (person at the organization to be contacted on
matters involving the application) regarding use of the eReceipt system. Information
pertaining to PIs will have a solid-blue side bar, while information for Business Officials
will have a dotted-gold side bar.
Help Desk Contact Information
Questions:
• Please check the web site at https://cdmrp.org/ for hours of support.
• E-mail: help@cdmrp.org
• Phone: 301-682-5507
System Requirements
Internet Browser
This site is best viewed at a resolution of 800x600 using Microsoft Internet Explorer 5.x
(or later release) or Netscape 7.1 (or later release). If you are unsure whether your
browser is compatible with the eReceipt system, please send an email to the eReceipt
Help Desk at help@cdmrp.org.
Cookies
The eReceipt System requires the use of non-persistent cookies. If you have attempted
to log into eReceipt with the correct user ID and password, but are denied access,
please make sure that your Internet browser accepts non-persistent cookies. If you
need help configuring your browser to accept cookies, contact the eReceipt Help Desk
at help@cdmrp.org or 301-682-5507.
Inactivity Timeout
For security purposes, the inactivity timeout for a session login is 4 hours. This means if
you are logged into the system, but have not clicked on a link or button for a period
greater than 4 hours, you will be automatically logged out of the system, potentially
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losing any unsaved information. Please make sure you have saved any changes, and
logged out when you are not using the eReceipt system. To logout, select the “Logout”
link found in the top-right portion of the page.
Getting Started
PIs and Organizational Business Officials (identified in Block 5 of the Grants.gov SF424
(R&R) as the organization’s person to be contacted on matters involving the application)
can register for an account in eReceipt under the “Sign In/Register” section of the
eReceipt home page. To register, select the “Register here” link, and complete the
required information.
PIs may start a new pre-application by selecting the “start a new pre-application” link
from the “My Applications” section. This will display a list of open CDMRP funding
opportunities by program. To continue, select a program award mechanism from the list.
An application ID (CDMRP Application Log Number) will be assigned by the eReceipt
system once the PI has selected an award mechanism and completed the application
information. After the CDMRP Application Log Number has been created, the Summary
tab for the pre-application will be displayed that provides an overview and status of each
section in the pre-application submission process. All sections must be completed and
the pre-application must be submitted under the Submit Pre-Application tab. Only
SUBMITTED pre-applications will be considered by CDMRP.
PIs: Please be advised that you must assign a Business Official from your organization
in the Application Contacts section of your to your pre-application as soon as possible
so that your Sponsored Programs Office/Grants Office is aware of your intent to submit
an application. Your Business Official will be notified by email immediately after they
have been assigned.
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My Profile
My Profile for Principal Investigators
• Review/Update Account Info tab
• Review/Update Demographics tab
• Review/Update Contact Information tab
PIs can setup their user profile by selecting the My Profile link at the top-left portion of
the page. The PI’s profile contains information that will be used to pre-populate some of
the fields in the Application Contacts section of the pre-application submission. Multiple
contact information records can be stored in eReceipt, but only the default contact
information record will be used to populate the Application Contacts section. If
necessary, PIs can apply a different profile in the Application Contacts section after a
new pre-application has been started. Information in this tab MUST match the
information entered in the Grants.gov application.
My Profile for Organizational Business Officials
• Review/Update Account Info tab
• Review/Update Demographics tab
• Review/Update Contact Information tab
• Review/Update Institution Files tab
Business Officials can setup their user profile by selecting the My Profile link at the top
left portion of the page. The Business Official’s profile contains information that pertains
to the Business Official and the institution, including name, address, institution, DUNS
and EIN.
Institution Files
There are three documents that need to be uploaded as part of the Business Official’s
profile under the Institution Files tab. These documents will be requested at the funding
stage of the application process.
• Certifications and Assurances for Assistance Agreements
• Representations for Assistance Agreements
• DHHS - Indirect Rate Agreements
All files uploaded must be in PDF format and should NOT be password protected.
A file may be selected for upload by selecting the browse button associated with the file
type. Once selected the file may be uploaded by selecting the upload button associated
with the file type. The file can be viewed or deleted after upload using the “View” and
“Delete” buttons. We recommend that the institution files be uploaded prior to approval
of any application submission, but upload of these files is not required to complete the
approval process.
These files only need to be uploaded once and will be applied to all CDMRP Application
Log Numbers for that Business Official. Thereafter, the files must be verified annually.
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Any files that were uploaded or last verified more than one year ago from the current
date are noted. You can verify a document by clicking on the “View” button and
reviewing the document in question. If the information is correct, click the “Verified”
button. If the document is no longer valid you can delete the current document and
upload an updated version.
My Applications
Pre-Application Status
The current status of each pre-application is displayed in the application list on the My
Applications main page. Below is a description of each application status:
DRAFT – The PI has started the pre-application, but all tabs (Application Information,
Application Contacts, Collaborators/COIs, Required Files, Submit Pre-Application) have
not yet been completed and the pre-application has not been submitted. All tabs must
be completed and the pre-application must be submitted under the Submit PreApplication tab. Only SUBMITTED pre-applications will be considered by CDMRP.
SUBMITTED – All tab requirements have been completed and the pre-application has
been submitted by the PI. This indicates that the pre-application process is completed.
WITHDRAWN – To withdraw a submitted pre-application, please contact the eReceipt
Help Desk. The application list in My Applications can be filtered by program, year, and
application status by selecting the appropriate options in the “Filter Application List” box
and clicking the “Refresh List” button. Both PIs and Business Officials can use the filter
to simplify the application listing.
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Starting A New Pre-Application
• Complete Application Information
PIs may start a new pre-application by selecting the “start a new pre-application” link
from the My Applications section. This will display a list of open CDMRP funding
opportunities by program. To continue, select a program award mechanism from the
list. (For more information about the program award mechanisms, please see the
Program Announcements and Forms section on eReceipt). A CDMRP Application Log
Number will be assigned by the eReceipt system after the PI selects an award
mechanism and completes
the application information.
Create a New Pre-Application
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Summary Tab
The Summary tab provides an overview and status of each section in the preapplication submission process. Each tab must be completed before the pre-application
can be submitted in the Submit Pre-Application tab. Documents and forms specific to
the program award mechanism are also available for download from the Summary tab.
Summary Tab
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Letters of Recommendation
If the program announcement requires Letters of Recommendation you will see a link
for ‘Letters of Recommendation’ in the Summary tab. This link will take you to a page in
the Required Files tab where you can request Letters of Recommendation from
designated individuals by email. PIs and Business Officials are not able to view the
Letters of Recommendation submitted to eReceipt, but they can check in the Required
Files tab to see if the letters have been submitted. Please check the specific program
announcement for more information about required Letters of Recommendation.
Pre-Application Submission Instructions
Application Information Tab
Principal Investigator’s Role
• Complete Application Information
• Save
The Application Information tab captures CDMRP-specific information related to your
full application. The PI should complete the Application Information tab and save the
information by selecting the “Save” button at the bottom of the page.
Application Contacts Tab
Principal Investigator’s Role
• Review/Update Application Contact Information
• Assign Business Official
• Assign Alternate Submitter (optional)
In this section the PI MUST identify a Business Official and may include an Alternate
Submitter (optional). The Business Official is an individual from the institution’s
Sponsored Programs or Grants or Research Office who is to be contacted on matters
involving the application and should match the person identified in block 5 on the
Grants.gov SF 424 (R&R) form of the full application package. A Business Official
should be assigned to the application as soon as possible so that your Sponsored
Programs Office is aware of your intent to submit an application. The Alternate
Submitter should be an individual that can assist the PI in the pre-application
submission process.
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The PI can assign application
contacts in eReceipt by
selecting the search button
under the role of the contact
to be assigned. A search
can be performed on last
name, email address or
institution. If the contact is
found in the search results,
the PI can assign him/her to
the pre-application by
selecting the ‘Add Contact’
link in the search results list.
Once contacts have been
assigned to a preapplication they will receive
an email with information regarding your
intent to submit an application
to CDMRP. If a contact does
not have an account in eReceipt, an email
invitation can be sent to the contact
inviting him/her to register by selecting the
“send them an invitation” link at the
bottom of the page. When the contact
accepts the invitation by selecting the link
in the email, they will be directed to the
eReceipt site, where they can register
for a new account. After the contact has
successfully logged into eReceipt, he/she
will automatically be assigned to the
application and the PI will be notified that
the contact has been assigned.
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Collaborators and COI Tab
Principal Investigator’s Role
• Add Collaborators and Conflicts of Interest for the Application
• Add Partnering PI(s) if applicable
To avoid real and apparent conflicts during the application review process, please enter
all collaborators and conflicts of interest in the Collaborators & COI tab. This includes
Co-PIs, co-investigators, collaborators, consultants, and sub-awardees, as well as
individuals outside of the application who may have a conflict of interest in its review. To
add a person to the list of collaborators and conflicts of interest for your application,
enter the name, institution, phone number, email address, and role.
For applications that include Partnering PIs:
One partner will be identified as the Initiating PI and will be responsible for the majority
of the administrative tasks associated with application submission. The other PI(s) will
be identified as the Partnering PI(s). Initiating and Partnering PIs each have different
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submission requirements; however, all PIs should contribute significantly to the
development of the proposed research project, including the project narrative,
Statement of Work, and other required statements. The Initiating PI must complete the
pre-application submission process and submit the contact information for each
Partnering PI.
If the program announcement requires an invitation to submit an application to
Grants.gov, then the Initiating PI will be notified by the CDMRP eReceipt system to view
the “invite” and “not invite” lists and letter of invitation/not invited. The letter will provide
the information necessary to begin application submission through Grants.gov. Each
Partnering PI will subsequently be notified separately by email. Please note that each
Partnering PI must follow the link in the email and register with CDMRP eReceipt in
order to associate his/her application to Grants.gov with that of the Initiating PI.
Required Files Tab
Principal Investigator’s Role
(or Alternate Submitter)
• Upload a Single PDF for each Required File
The PI may upload pre-application
files any time after creating a new
pre-application. The Required Files tab
contains those files that must be
uploaded prior to pre-application submission.
Check the specific program announcement.
All files uploaded must be in PDF format
and should NOT be password protected.
A file may be selected for upload by
selecting the browse button associated
with the file type. Then select
the “Upload” button associated with
the file type. The file can be viewed
or deleted after upload using the view
and delete buttons.
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Submit Pre-Application Tab
Principal Investigator’s Role
• Submit Pre-Application
The PI (or Alternate Submitter) must submit the pre-application by entering his/her
password and clicking on the “SUBMIT” button, and then clicking on “CONFIRM
SUBMISSION”. Any required elements of the pre-application that are incomplete will be
displayed under the Pre-Application Sections heading. These issues must first be
addressed before the pre-application can be submitted. After submission, any section
of the pre-application can be updated prior to the deadline by selecting the “Reset Preapplication Submission to Draft” button. This will set the pre-application back to DRAFT
and allow changes to be made. Please remember to re-submit the pre-application
after making any changes. Only SUBMITTED pre-applications will be considered
by CDMRP.
Other Documents Tab
During the review or negotiations phases of the application process, the Other
Documents tab may be used. Forms located in this tab are not required unless
otherwise specified by the Program Announcement or requested by the CDMRP.
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Funding Notification/Summary Statement
After programmatic review, PIs and Business Officials will receive an email notification
that the funding notification letter, summary statement, and program information paper
for the application is available for review on the eReceipt site. These documents can be
downloaded directly from the Summary tab. Additional instruction for those applications
recommended for funding and a link to Frequently Asked Questions is also available
from the Summary tab. Please refer to the specific program announcement for program
timelines.
Funding Negotiations
If an application is recommended for funding, it will enter the negotiations phase of the
grant process. The PI must log into his/her eReceipt account and click on “View Award
Information” to the right of the application log number for that award. There are two
tabs of information that are required, the Required Award Information tab and the
Required Award Documents tab.
Required Award Information
If an application is recommended for funding, the PI must complete the questions in this
section.
Required Award Documents
If an application is recommended for funding, the PI must upload several regulatory
documents into the Required Award Documents tab. These include the facility safety
assurances and plans (if applicable), the certification of environmental compliance, and
if applicable, human and animal use documents.
Additional documents requested during negotiations (e.g., updated current and pending
support, revised budget, revised cost justifications, revised statement of work, revised
proposal, statistical plans) should be submitted under the Other Documents tab. All
documents are submitted by selecting the appropriate document type, clicking the
browse button to select a file for upload, providing a description of the file to be
uploaded, and clicking the “Upload File” button. (If a category does not exist, please
select “Other” from the drop-down menu).
All files uploaded must be in PDF format and should NOT be password protected.
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