New Grant Proposal Process

The Office of Research Services required that all grant proposals be submitted through a mandatory electronic proposal submission system: Penn ERA. Consequently, when planning to submit any grant proposals please include Linda Pierson in the process before anything is submitted to the sponsor. It’s imperative that you determine how you will cover overhead charges which in some cases could be as much as 60%.

To learn more about the process, reference materials are available on the Penn ERA web site and can be accessed from the left toolbar on the main Penn ERA page at https://www.pennera.upenn.edu

The approval process set up in Penn ERA is similar to the paper submission, with a slight accommodation for Department Chairs. The points along the approval process follow:

  • The BA will upload a proposal into the Penn ERA system, and certify to its accuracy and completeness. The proposal will automatically be forwarded to the PI
  • The PI will review and certify that all related significant financial interests have been disclosed, and “Participation Agreements” have been signed by all personnel proposed to work on the project.
  • The Department Chair will review and approve the project signifying that he/she attests to the academic purposes of the proposed project; its department compatibility; the Wharton School Comptroller will attest to the appropriateness in terms of budget, space, equipment and availability of personnel. The accommodation is that chairs will not need to approve the request on line. The PennERA system will notify chairs that the request is in process. This notification will include a link into the PennERA system. Chairs can access the information that way, or ask that a printed copy be given to them for their review. After they have reviewed the information, they should send an email to the BA noting their approval. That email giving approval should be forwarded to the Controller.
  • Upon receipt of the Dept Chair’s approval, the Controller will review and certify on the proposal and forward to ORS.

Also please note: ALL PROPOSALS MUST BE RECEIVED BY THE OFFICE OF RESEARCH AND SERVICES FOR REVIEW THREE BUSINESS DAYS PRIOR TO THE APPLICATION DEADLINE.

Management Department

The Wharton School,
University of Pennsylvania
2000 Steinberg-Deitrich Hall
3620 Locust Walk
Philadelphia, PA 19104-6370

Phone: (215) 898-7722
Fax: (215) 898-0401