FY 2008 CPMS/UPR Quick Start Guide

• printer-friendly CPMS/UPR Guide (Acrobat/pdf)

BHPr is pleased to announce the release of the improved Bureau of Health Professions (BHPr) web-based Comprehensive Performance Management System and Uniform Progress Report (CPMS/UPR) system. 

Step 1: PD Register and create account in EHB:
Project Directors (PD) from the grantee organizations will register and create accounts with the HRSA EHBs.   At registration time, the PD must provide their name as it appears in the Notice of Grant Award (NGA).  The EHB will require the user to provide their most current grant number from the last NGA (e.g. D09HP10001).  The EHB has the grant number provided at registration time and will extract the organization information.  The user must confirm that he or she belongs to that organization.

Step 2: Add Grant to Portfolio:
The PD will then add his or her grant to his or her portfolio.  This step is necessary to ensure that only the authorized individuals from the grantee organization gain access to the grant data.  When adding the grant to the portfolio, the PD will be asked to provide EIN, Grant Number and Issued Date.  All this information can be found in the NGA.  EHB will match the last/first name provided with the information in the NGA.  Only one PD can be assigned to a grant.

Step 3: Grantee Users Accounts (Optional):
Other individuals from the grantee organization can also register themselves and seek access to the grant for working on the reports.  The PD will need to review and approve each request and grant the appropriate level of access to the individual.  All the available permissions and privileges for users are managed by one PD for each BHPr grant.

Step 4: Start / Edit Report:
A CPMS/UPR report will be ‘visible’ in the HRSA EHBs grants portfolio.  When grantees click the “View Portfolio” link and open the grant handbook, they will see a link for the CPMS/UPR report under ‘Other Submissions’ displaying grant number, available date, due date, status, etc.  If the report has not been started, a ‘Start Submission’ link will be displayed.  Upon clicking on the Start Submission link, users will be redirected from EHB to CPMS/UPR system via a pop-up.  In the CPMS/UPR pop-up, users will be able to enter their progress and performance data.

Step 5: Fill Progress and Performance CPMS/UPR data:
Grantees will complete their forms and enter their data- in the CPMS/UPR system.  Filling the data in CPMS/UPR system includes entering all UPR and CPMS information, entering comments, and validating the data.

Step 6: Submit Report:
Grantees will submit their reports from CPMS/UPR.  Once the report is submitted, the current report status will be displayed in both EHB and CPMS/UPR.  Grantees must ensure all validation errors are fixed before submitting their reports.

Step 7: Change Requested:
After the  report is submitted, the BHPr Project Officer will review the report and either clear the report or return the report to the PD for corrections.  If corrections are required, the PD must open, edit the returned report, and resubmit to the PO for final review and acceptance.

Step 8: View Submission:
The privilege to view, edit and submit submissions is managed by the grant PD.  If the PD grants view permissions, a ‘View Submission’ link will be displayed to users.  If users click the View Submission link, they will be redirected from EHB to CPMS/UPR system via a pop-up.  In the CPMS/UPR pop-up, users will be able to view their progress and performance data.

Help: For technical help please call HRSA Call Center 1-877-Go4-HRSA (1-877-464-4772) or email CallCenter@HRSA.GOV