1 Introduction
PAMS gives users the opportunity submit and manage proposals and awards processed by the Department of Energy (DOE) Office of Science (SC) in a centralized location. Before a user can submit or access proposal and award data in PAMS, the user must be registered to an institution.
The purpose of this document is to provide step-by-step instructions for users to follow to
How Do I Register to an Institution in PAMS?
After you have created an account in PAMS, you can register to an institution in PAMS if you wish to submit proposals or work with previous submissions.
2 Prerequisites
Before a user with an existing PAMS account can register Registering to an institution is performed using one of , the following options:
- Register using Grants.gov Proposal Information
- Register using Institution Information.
Register Using Grants.Gov Proposal Information
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If you are already registered to an institution—or you do not want to register to an institution for any other reason (e.g., registering as a reviewer)—click the Cancel button on this screen.
Upon doing so, you will be registered to PAMS but will not registered to any institution.
To register to an institution using Grants.Gov proposal information, click the My institution has submitted a proposal in Grants.gov. I am here to register as an SRO, PI, or POC link.
The next sections discuss the different roles available to you in PAMS and their respective requirements. Please review them before clicking the Save and Continue button.
I Want to Register as a PI for the Institution
The Principal Investigator (PI) is responsible for:
- Composing and submitting proposals in response to solicitations
- Overseeing the research activities supported by DOE awards.
Follow these steps to register as PI:
 | The proposal ID and email address should match the proposal ID and email address listed in the automated email sent by PAMS upon receiving the SF424 proposal, which was submitted via Grants.gov. Only one PI can register to the institution using the Grants.gov proposal information. |
- Enter Proposal ID and Email address.
- Choose the PI role on the Register to Institution screen. Click the Save and Continue button.
- If the first name and last name in your profile do not match the first name and last name on the SF-424, you will be prompted to enter the first name and last name from the proposal’s SF-424. If applicable.
- Upon successful verification, you will be navigated to the Institutions tab in the application.
| At this point, you are registered as a PI for your specific institution. Additionally, you have been granted access to view the proposal that was used to register to the institution. |
I Want To Register as an SRO to the Institution
The SRO role is usually held by a representative from the Sponsored Research Officer (SRO) responsible for submitting proposals to DOE Funding Opportunity Announcements and managing institution information and users in PAMS. In some institutions, the office represented is called the Business Officer (BO) or Administrative Officer (AO).
Follow these steps to register as SRO/AO/BO:
| | The proposal ID and email address should match the proposal ID and email address listed in the automated email sent by PAMS upon receiving the SF424 proposal, which was submitted via Grants.gov. Only one SRO can register to the institution using the Grants.gov proposal information. |
- Enter Proposal ID and Email address.
- Choose the SRO/AO/BO role on the Register to Institution screen. Click the Save and Continue button.
- If the institution you wish to register to does not have an administrator in PAMS, you will be prompted to register as an administrator for the institution.
At this point you will be presented with the following three options:
- Register to the institution as an Administrative SRO/BO/AO.
- Invite another user from the institution to register as an Administrative SRO/BO/AO.
- Continue with the registration process and just get registered as an Administrative SRO/BO/AO.
- If you choose to register as an Administrative SRO/BO/AO, click the check box to accept the agreement and click the Save and Continue button. This will take you to the Institutions tab.
- If you choose to invite another user to register as an Administrative SRO/BO/AO to the institution, provide all mandatory inputs on screen (all fields marked by a red asterisk are mandatory) and click Send Email. This will take you to the Institutions tab.
- If you simply want to register to the institution, you are taken to the Institutions tab.
 | At this point, you will be registered to the institution as an SRO. Depending on whether you chose to be the Administrative SRO/BO/AO or not, you will also have the Manage Institution and Manage Users privileges. Once you are registered as an SRO to the institution, you will have View and Manage Peer Access privileges to the Grants.gov proposal. |
I Want To Register as a POC for the Institution
Follow these steps to register as a POC:
| The proposal ID and email address should match the proposal ID and email address listed in the automated email sent by PAMS upon receiving the SF424 proposal, which was submitted via Grants.gov. Only one POC can register to the institution using the Grants.gov proposal information. |
- Enter Proposal ID and Email address.
- Choose the Point of Contact (POC) role option on the Register to Institution screen. Click the Save and Continue button.
- Upon successful registration, you will be navigated to the Institutions tab.
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At this point, you are registered to the institution as a POC. Additionally you will also be able to view the proposal.
Register Using Institution Information
This section covers two ways to register using institution information.
I Want to Register as a PI/Other User to the Institution
- To register to an institution using institution information, click the I know my institution and I am here to register to the institution link.
- Enter all mandatory information on the screen and click the Search button. Note that fields marked by a red asterisk are mandatory. Choose the PI or Other role.
| | The first bullet below states “Institution Name like.” The word like, as used here, means that if you are uncertain of the exact name of the institution you are searching for, you can enter a term that is similar to the name you want. For example, if you know that “Water” is part of the institution name (as in Waterfield Company or Waterman University), enter “water” in the search field and click Search. The system searches for and pulls up all institutions with “water” as part of the institution name. |
- Institution Name like: Enter the Institution Name or at least a part of it
- EIN: Enter the Employer Identification Number
- DUNS: Enter the DUNS number.
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4. If you do not find your institution and have to create a new institution, click the Cannot Find My Institution button.
5. Enter mandatory inputs to create the institution and click the Create Institution button to create a new institution in PAMS. Note that fields marked by a red asterisk are mandatory.
6. Upon successful registration, you are taken to the Institutions tab in the application.
| | At this point, you are registered to the institution as a PI/Other User. |
I want to Register as an SRO to the Institution
Follow these steps to register as an SRO:
- To register to an institution using institution information, click the I know my institution and I am here to register to the institution link.
- Enter all mandatory information on the screen and click the Search button. Note that fields marked by a red asterisk are mandatory. Choose the SRO role.
| | The first bullet below states “Institution Name like.” The word like, as used here, means that if you are uncertain of the exact name of the institution you are searching for, you can enter a term that is similar to the name you want. For example, if you know that “Water” is part of the institution name (as in Waterfield Company or Waterman University), enter “water” in the search field and click Search. The system searches for and pulls up all institutions with “water” as part of the institution name. |
- Institution Name like: Enter the Institution Name or at least a part of it
- EIN: Enter the Employer Identification Number
- DUNS: Enter the DUNS number.
3. If you find your institution listed in the grid, click on the Action link followed by Add me to this Institution.
4. If the institution you wish to register to does not have an Administrative SRO/BO/AO in PAMS, you will be prompted to register as an Administrative SRO/BO/AO for the institution.
At this point you will be presented with the following three options:
- Register to the institution as an Administrative SRO/BO/AO.
- Invite another user from the institution to register as an Administrative SRO/BO/AO.
- Continue with the registration process and just get registered as an Administrative SRO/BO/AO.
- If you choose to register as an Administrative SRO/BO/AO, click the check box to accept the agreement and click the Save and Continue button. This will take you to the Institutions tab.
- If you choose to invite another user to register as an Administrative SRO/BO/AO to the institution, provide all mandatory inputs on screen (all fields marked by a red asterisk are mandatory) and click Send Email. This will take you to the Institutions tab.
- If you simply want to register to the institution, you are taken to the Institutions tab.
5. Upon successful registration, you will be navigated to the Institutions tab in the application.
6. If you do not find your institution and have to create a new institution, click the Cannot Find My Institution button.
7. Provide mandatory inputs to create the institution and click the Submit button to create a new institution in PAMS. Note that fields marked by a red asterisk are mandatory.
8. Upon successful registration, you are taken to the Institutions tab.
| | At this point, you are registered to the institution as an SRO. |
Register to Multiple Institutions
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criterion must be met:
- The user has an active, external PAMS account.
3 Registering to an Institution
Use the following steps to register to an institution in PAMS.
1. Log in to your external PAMS account at (Figure 1): https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx
Figure 1. PAMS External Login
2. Select the Institutions tab (Figure 2).
Figure 2. SRO/BO/AO Homepage – Institutions
3. PAMS will load the “Register to Institution” page. Select Option 2: I know my institution and I am here to register to the institution (Figure 3).
Figure 3. Register to Institution, Option 2
4. PAMS will expand Option 2 (Figure 4). You must complete the required fields in order to execute the search. Refer to the table below to complete the required fields.
Required Fields
Element | Description |
Institution Name like | Enter the name of the institution to which you would like to register. |
Choose Role | Use the radio buttons to select the role that applies to your position with the institution: · SRO/BO/AO (Sponsored Research Officer/Business Officer/Administrative Officer) · PI (Principal Investigator) · Other (Point of Contact) |
5. Click Search in the bottom left corner of the screen to execute your search.
Figure 4. Register to Institution – Institution Name, Choose Role, Search
6. PAMS will return a list of search results. Browse the list or use the advanced search above the grid to find the institution you would like to register to in PAMS. Once you have found the institution, select Add me to this institution from the Actions menu in the Options column. (Figure 5)
Figure 5. Register to Institution – Add me to this institution
| If the institution you would like to register to does not appear in the search results, click Cannot Find My Institution in the bottom right corner of the page. PAMS will redirect you to the “Create Institution” page and prompt you to create the institution in PAMS. |
7. PAMS will display a Success message confirming that you have registered to the institution, for the role you selected, successfully.
Figure 6. Register to Institution – Success, Yes. Please grant me the primary administrator privileges for this institution
| If the institution has a designated primary administrator (Admin SRO), PAMS will not display the “Are you the primary administrator for this institution? Do you wish to have access to manage this institution in PAMS?” section, and Steps 9-11 below will not apply to you. Now that you are registered to the institution in PAMS, you can request additional privileges and access. |
8. If you selected SRO/BO/AO and the institution does not presently have a primary administrator identified, PAMS will ask you if you are the primary administrator for the institution and whether you would like access to manage the institution in PAMS. If you are the primary administrator, select “Yes. Please grant me the primary administrator privileges for this institution”. If you are not the primary administrator for the institution, select “No. I want to send an invitation to the appropriate administrator to register with PAMS.” or “No.”
9. Once you have made a selection, click Continue in the bottom right corner of the page (Figure 6).
10. PAMS will prompt you to confirm your role, as the primary administrator, again. Select “I am the designated primary administrator to manage this institution in PAMS. I certify that all the information provided by me on this form is true and correct.” and click Save and Continue in the bottom right corner of the page. (Figure 7)
Figure 7. Register to Institution – I am the designed primary administrator manage this institution in PAMS. I certify that all the information provided by me on this form is true and correct.
11. PAMS will return you to the “Institutions – List” page, and display a Success message confirming that you have been registered to the institution as an Administrator successfully (Figure 8). Additionally, PAMS will display the institution you have just registered to in the grid.
Figure 8. Institution – List, Success
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