PAMIS Links

PROPOSAL & AWARD MANAGEMENT INFORMATION SYSTEMS (PAMIS)

Welcome to the new PAMIS portal!

UC Riverside has transitioned to cloud-based research applications by Kuali to standardize the processes for research proposals, awards and subawards, compliance, administration, and documentation across various departments.

Based on user roles established in Kuali*, the following modules are accessible in Kuali Research:

*Note: EACS is not used for roles and permissions in Kuali Research (e.g., proposals, awards, subawards).  Rather, roles and permissions for such modules are configured within the Kuali Research system.  Request for change(s) to individuals assigned to roles in Kuali Research need to be emailed (with a concurrence from the department SAA or CFAO) to kualisupport@ucr.edu.

• Kuali Sponsored Programs
  • S2S - forthcoming (until then, continue using CayuseProposal for S2S along with Kuali Proposal) 
  • Institutional Proposal
  • Negotiation
  • Award
  • Subaward
• Kuali Compliance
  • Conflict of Interest (COI)
  • Institutional Animal Care and Use Committee (IACUC)
  • Institutional Review Board (IRB) and Stem Cell Research Oversight Committee (SCRO)
• Kuali Export Control Management

  WIP

Tools and Support for Kuali Research

Kuali Research's searchable Knowledge Base allows users to find relevant articles for Kuali system questions or you can look through the module specific documentation sections to find desired information. 

UC Learning Center provides users with Kuali research training that is specific to UCR.  Courses currently available are as follows:

• Kuali: Research Systems & Tools
• Kuali SP Proposal Development
• Kuali & Oracle: Contracts and Grants for Academics

For UCR Support with Kuali Research systems, please email: kualisupport@ucr.edu

FAQ

• Budget Summary - How do I upload it?

  When doing a budget summary, the proposal budget spreadsheet should be uploaded under the Internal Budget column rather than under the Proposal column.

• Campus Award Notice - Who gets the email?

  The campus award notice is automatically sent to EMF Accounting and to the PI and PI’s department administrator associated with the administering department listed on the award. If you are not a proposal creator or primary approver for such specific department, then you will not receive the notice automatically.  You may, however, be able to adjust the email notification settings. (Please see the FAQ on adjusting email notifications.)

• Document Upload Issues

  If you are getting an error when attempting to upload a document to Kuali here are some things to try:

  • Remove any special characters from the file name.  (Perhaps simplify/shorten the name.)
  • Clear your browser cache.
  • Make sure your browser is up to date.
  • Try a different browser (Chrome, Edge)
  • Reboot
  • Try the operation on a different computer.
• EACS - What is the role of EACS in the Kuali system?

  The Kuali Build C&G application in EACS is used for roles/permissions and routing of Kuali Build forms associated with C&G activity (e.g., Request for PI Eligibility by Exception, PreAward Spending Requests, Material Transfer Requests, etc.).  As such, department SAA’s should continue to keep this application up to date so to ensure that forms route for approval to the appropriate individuals. (Kuali Build C&G in EACS duplicated the roles/permissions previously established in the eCAF application as of June 2023.)

  EACS is not used for roles and permissions in Kuali Research (e.g., proposals, awards, subawards).  Rather, roles and permissions for such modules are configured within the Kuali Research system itself.

• Email / Workflow - How can I change my preferences?

  This article explains how to change your workflow and workflow email preferences.

• Email / Workflow - I'm a delegate approver, why don't I get the same email messages as the primary approver?

  Not all delegates want to receive such email so they are set to not receive email by default.   

  Here is Kuali’s article on the workflow settings which allow a Delegate approver to change the setting to receive emails when they are an alternate (i.e., by clicking on the Receive Secondary Delegate emails checkbox and saving).
  
   

• Kuali Build Forms - Why can't I see any anything?

  Even if someone has a permission/role assigned in the Kuali Build C&G Application in EACS, it does not give someone ‘View’ access to forms for which they did not submit and/or were not in the routing workflow for that particular form.  (Note: Kuali Build functionality does not currently enable such’ View’ access to others; however, it is something that Kuali Build is looking into as a potential system enhancement down the road.)
  

• Proposal Development - How to add a PI or co-Investigator and/or change their home department to a secondary affiliated department?

  Click here for the answer.

• Proposal Development - My job title is wrong in Kuali.

  The personnel title pulls into Kuali Research from a nightly HR feed.  Please request that your department HR person update your information in the Profiles system through I AM Riverside.  Once the title change has been updated, it will automatically be pulled into Kuali Research.

• Routing - If the questionnaires have been completed and no errors appear under Data Validation, then why is the PI still unable to Save & Submit the proposal into routing?

  The PI must complete the Proposal Person Certification (located under the Key Personnel).
  Step by step guidance.

• Why don't the hyperlinks on this PAMIS tab open?

  To open a hyperlink appearing anywhere on this PAMIS tab, please be sure to hold down the CTRL key while clicking onto the desired link.

UCR has developed custom digital forms with integrated workflow automation, permissions**, routing, and notifications utilizing Kuali Build to further support the research enterprise. 

**Note: The Kuali Build C&G application in EACS is used for roles/permissions and routing of Kuali Build forms associated with C&G activity (e.g., Request for PI Eligibility by Exception, PreAward Spending Requests, Material Transfer Requests, etc.).  As such, department SAA’s should continue to keep this application up to date so to ensure that forms route for approval to the appropriate individuals. (Kuali Build C&G in EACS duplicated the roles/permissions previously established in the eCAF application as of June 2023.)

• Kuali Build Contract & Grant Forms
  • Chart of Accounts – Sponsored Awards (for Cost Sharing and/or Default Override)
  • Material Transfer Request
  • Modified PreAward Spending Request Form
  • PreAward Spending Request Form
  • Request for Conflict of Interest (COI) Review - Internal RED Form
  • Request for PI Eligibility by Exception 
  • Sole Source Justification 
  • Subaward/Subcontract Request Form (SRF)
  • Unfunded Agreement Request - (Uses: CDA/NDA, Data Use Agreement, MOU, Unfunded Collaboration Agreement) 

Tools and Support for Kuali Build

Kuali Build Basics/FAQs

• Kuali Build (My Documents - home page)
• Where can I find the forms I need to approve (Action List)?
• How Do I Fill Out a Form and Return Later?
• Where can I see forms I've submitted or saved?

For UCR Support with Kuali Build forms, please email: eric.castellanosramos@ucr.edu

Funding Opportunity Search Engines

• GrantForward – a funding opportunity database and recommendation service built by academics for researchers.  Find out more about this product on their website at https://www.grantforward.com.  
• PIVOT answers the growing demands on research developers to quickly discover the right funding opportunities and effectively collaborate with their colleagues.

Reports

Coming soon.

Legacy Systems

The following retired PAMIS systems are available through June 30, 2025, for historical/informational purposes only.

• Electronic Campus Approval Form (eCAF)
• On-Line Material Transfer Request System
• On-Line PreAward Spending Request System