Welcome to RAIN! Research Administration Information Network

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1 Welcome to RAIN! Research Administration Information Network DATE: March 17, 2016 HOSTED BY: Andrew Watson

2 RAIN Agenda with Andrew Watson Introduction Updates and timely information Special guest: CFS OPAM RATE ORIO Questions and answers

3 CFS: Central Financial Services Sandy Catalan

4 CFS: Sandy Catalan What is ClinCard? ClinCard is a secure reloadable debit card supported by Greenphire, a technology company specializing in managing compensation and reimbursement clinical trials participants. It s a faster and safer method to pay your study participants, an excellent alternative to AP checks. Use the ClinCard tracking tool for loading, tracking and reporting your studies' payments.

5 CFS: Sandy Catalan Consider this: ClinCard requires multiple resources to administer payments. Study / Site Coordinator Add / Maintain subjects Issue cards to subjects Issue payments to cards Study Admin Add / Maintain studies Define / Maintain payment schedules Study Approver Approves payments

6 CFS: Sandy Catalan How do I get started? 1. Submit a modification to the Institutional Review Board (IRB). 2. Following IRB approval, submit a ClinCard Access Form to: clincard@ohsu.edu 3. Review OHSU website for training materials and videos: 4. Gain access to the ClinCard system. 5. Request reloadable debit cards. 6. Set up studies, subjects, payment schedules, etc.

7 CFS: Sandy Catalan Other Features Activities charged to cards will be loaded to OHSU s Internal Billing System and OGA module (if applicable) on a monthly basis tax regulations will be met through ClinCard.

8 CFS: Sandy Catalan Questions? Contact: Learn more: Clincard Online Resources

9 OPAM: Office of Proposal & Award Management Kellie Guentert Charles Resare Cari Benveniste

10 OPAM:Kellie Guentert Expanded Clearinghouse Pilot Our goal is to reduce administrative burden by eliminating the requirement of subrecipient commitment forms. Instead, utilize an online entity profile, up-todate, and standardized.

11 OPAM:Kellie Guentert How the pilot works: Pilot institutions submit an entity profile, once and update as needed. Subrecipient commitment form is not required for pilot institutions. We track how many subawards are prepared using the entity profile and other times we use the information.

12 OPAM:Kellie Guentert How the Pilot affects your department: For Sub-ins with a Pilot-participating institution, do not complete their subaward commitment form. They may provide a form to complete with projectspecific information or request a Statement of Intent. For Sub-outs with a Pilot-participating institution, OHSU Subaward Commitment Form is not required. A letter of intent on their letterhead, signed by their signing official will do (think back to old days).

13 OPAM:Kellie Guentert In the next few weeks, OPAM will Update O2 with instructions and links. Revise Subaward Commitment form to reference pilot (currently drafted). Determine processes in OPAM to track use of entity profile. Send updated information.

14 OPAM:Charles Resare Effort Certification Reminder July to December 2015 effort period statements were sent to departments on February 9 Statements are due back to OPAM on Wednesday, March 16 Send questions or concerns to: spaeffrt@ohsu.edu

15 OPAM: Cari Benveniste New System Application Analyst Welcome, Travis Dewey!

16 RATE: Research Administration Training & Education Margaret Gardner

17 RATE: Margaret Gardner Upcoming RATE Classes InfoEd & OGA Pre-award: Federal Budget Basics NRSA Training Grants Post-award: Federal Grants Management RDA 101: Introduction to Research Administration Effort Certification & Salary Cap Explore, enroll, and sign up for alerts: Compass

18 RAIN: Margaret Gardner Streaming RAIN Change Network login Chit-chat

19 ORIO: OHSU Research Integrity Office David Holmgren

20 ORIO: Kim Lee Big Brain out, Compass & CITI in! This spring: Big Brain gets decommissioned. Online trainings move to Compass. RCR courses will be provided by CITI programs. Keep your eyes open for more details, information, and instructions to come!

21 ORIO Institutional Review Board (IRB): David Holmgren Clean up the old eirb Submit or withdraw initial and continuing reviews/ modifications in Researcher Preparation. Complete and submit all open actions on approved studies. Continue to use old eirb until study migrated. Note: Migrated studies are still accessible from the Read Only tab.

22 ORIO IRB: David Holmgren New eirb Reminders Accessing Documents in eirb (Demo) Draft modify documents Final use finalized documents PPQ Reminder: Please enter your PPQ information here.

23 ORIO IRB: David Holmgren Formatting and Submission Tips Consent templates must maintain margins to allow for IRB approval stamp. o This also applies for recruitment materials whenever possible. Remove old IRB approval stamps (last page), protocol approval fields, etc., when doing a CR from the old system.

24 ORIO IRB: David Holmgren Formatting and Submission Tips (Continued) Documents must be formatted as finished product. Version Dating and Pagination, Tables (populated on one page). IRB staff will not make major formatting corrections. Access templates on IRB Policies and Forms Page.

25 ORIO IRB: David Holmgren Feedback and the eirb - Session feedback We received lots of ideas and suggestions in our last session on Thursday, 2/25. Please use the Feedback link on eirb login pages. We prioritize all research recommendations and improvements in the new Issue Tracker. Next patch still includes internal technological fixes but all applicable requests will be incorporated.

26 ORIO IRB: David Holmgren We appreciate your patience! The IRB team continues to Transition from the old to new eirb. Identify bugs and best practices. Make the new eirb the best possible system for everyone. We could not do it without your help. Thank you!

27 ORIO IRB: David Holmgren IRB Lunch and Learn Feedback and the eirb Thursday, March 24 th 11:30am 12:30pm in OHS 8B60 With every new system, there are bugs to fix. Grab your lunch and join eirb team members for Q&A and discussion. Your feedback is captured in Issue Tracker for continued improvements.

28 ORIO IRB: David Holmgren IRB Classroom Training Third Thursdays: 11:30 to 12:30 p.m. CHH 3178 (room 5) Introduction to IRB March 17 th (Today!) April 21 st Registration through Compass. Learn more here.

29 ORIO: David Holmgren Questions? David Holmgren, IRB Manager

30 Wrap Up Questions? Next meeting April 21, :30-11:00 a.m. UHS 8B60 Send topic requests to

31 Thank You

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