PCORI Online. Training for Pre-Award Management System April 2017

Transcription

1 PCORI Online Training for Pre-Award Management System April 2017

2 2 Why Change? The new PCORI Online platform will enable Applicants to easily submit a Letter of Intent (LOI) and subsequent full Application to a PCORI funding opportunity, as well as respond to PCORI Information Requests (PIR). Automates and streamlines the awards management process Maintains records and approvals in one location Provides a one-stop shop for all aspects of the award lifecycle, including LOI & Application submission, progress reporting, project monitoring, and more

3 3 Agenda Introduction to PCORI Online LOI Submission Application Submission PCORI Information Requests Next Steps and Q&A

4 MeetingBridge Help Below are some helpful tips when using MeetingBridge during this training session. Everyone on the line will be muted during the presentation and live system demonstration. Training presenters and moderators will be visible here In the Q&A box, enter questions to ask the moderators Moderators can send additional information through the Chat window (i.e. helpful links) Note: If you receive a notification to refresh the presentation in MeetingBridge, please either click Refresh or wait for the window to reload automatically. 4

5 5 Welcome to PCORI Online! PCORI funds projects that answer patient-centered questions about health and health care. Through the new PCORI Online, you can submit a LOI and subsequent full Application to a PCORI funding opportunity, as well as respond to PCORI Information Requests. Letter of Intent Submission: Search for and select a PCORI funding opportunity, and submit a Letter of Intent (LOI) with details of the proposed project. Application Submission: After the LOI is reviewed, applicants may be invited to continue in the application process, and submit a full Application. PCORI Information Requests (PIRs): If PCORI requests additional information during the application process, respond with additional information and/or documentation. Account Management: Manage your account on PCORI Online, including your address, employer, and location information.

6 LOI & Application Submission: Process Flow Applicant PCORI Staff Applicant PCORI Staff 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; a LOI must be submitted before an organization is invited to submit a full Application. Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding Announcement (PFA). If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. The Administrative Official (AO) will review the Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. PCORI staff will review the Application for administrative compliance and responsiveness to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline. Note: For more information on the Application and Merit Review process, navigate to the PCORI Funding Opportunities page. 6

7 7 Key Roles and Responsibilities Members of the Applicant Project Team and PCORI Staff will have customized access to PCORI Online based on their role. Applicant Project Team PCORI Staff Roles Description Roles Description Principal Investigator (PI) The organization s primary point of contact throughout the lifecycle of the project, from LOI submission to project completion; is responsible for the programmatic conduct of the project. Contracts Administrator (CMA) PCORI s primary contracts point of contact (POC) for the project(s). PI Designee An individual selected by the Principal Investigator (PI) to act as a backup or alternate. Program Officer (PO) PCORI s primary scientific manager for Research Awards project(s). Administrative Official (AO) Responsible for the proper administration of the contract, including approving the Application submission, overseeing contract modifications, and other required materials. Program Associate (PA) PCORI staff member responsible for supporting the Program Officer(s) on projects.

8 Introduction to PCORI Online In this section, you will master the following activities: Quick Tips Getting Started Navigating PCORI Online

9 Getting Started: Logging In If you are a new PCORI Applicant, click on New User to obtain login information. 2 Once you complete the New User Form, you will receive an welcoming you to the portal with a link to log-in 1 If you are a New User and don t know your login information, click New User? Note: After creating an account and logging in to PCORI Online, the PCORI Help Desk at help@pcori.org to gain access to the applicable Application(s) or Project(s). 9

10 Getting Started: Logging In, Cont d Complete the requested fields, including contact information, demographic information, and employer information. 3 Complete requested information 4 Enter Employer Information Learning Point 5 Click Submit If you cannot find your Employer Name in the lookup field, select Employer not found. You will then be prompted to add additional information about your Organization/Institution. Notification: Once you complete the New User Form, you will receive an welcoming you to the portal with a link to log-in. 10

11 11 Getting Started: Logging In, Cont d If you have previously logged in to the new PCORI Online, enter your User Name and Password to get started. 1 Enter your User Name and Password, and click Log in 2 If you need to reset your password, click Forgot your password? 3 Learning Point Your user name is the address you use when interacting with PCORI. On the following screen, enter your username (i.e. your address), and click Reset Password Notification: After selecting Reset Password, you will receive a system-generated with instructions on how to update your password.

12 12 Navigating PCORI Online: Home Screen The home screen allows you to apply for awards and access multiple PCORI award management features. Click to view your Research Awards

13 13 Navigating PCORI Online: Search for Funding Opportunities To create a new LOI or Application, get started by searching for PCORI Funding Opportunities through the new PCORI Online. 2 Enter Keyword(s) and click Search to view current opportunities 1 Click Funding Opportunities to search for new opportunities Note: You can also continue to search for opportunities through the PCORI website. For further instruction, navigate to the Appendix.

14 14 Navigating PCORI Online: Search for Funding Opportunities, Cont d Once you have selected a PCORI funding opportunity, click Apply to begin a Letter of Intent (LOI).

15 Navigating PCORI Online: LOI & Application Dashboard You can also navigate to existing LOIs and Applications through the LOI & Application Dashboard. 2 Use the left-side menu to view either Applications or LOIs 1 Click My LOIs and Applications to navigate to the LOI & Application Dashboard Note: Before beginning your first LOI or Application, you will not see any items on the Dashboard. 15

16 To recap, we ve reviewed the following activities: Quick Tips Getting Started Navigating PCORI Online Live Demonstration!

17 LOI Submission In this section, you will master the following activities: Introduction to LOI Submission Complete & Submit a Letter of Intent (LOI)

18 18 Introduction to LOI Submission: Process Flow Applicant PCORI Staff Applicant PCORI Staff 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; a LOI must be submitted before an organization is invited to submit a full Application. Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding Announcement (PFA). If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. The Administrative Official (AO) will review the Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. PCORI staff will review the Application for administrative compliance and responsiveness to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

19 19 Introduction to LOI Submission: Navigation At the top of the LOI, you will find the following tabs which will assist with navigating the various sections of the form. LOI Tabs Contact Information Add basic contact information for the Organization/ Institution, including the PI, AO, and any Designees. Pre Screen Questionnaire Resubmission PI Information Project Information Project Personnel Project Personnel Partners Templates & Uploads Respond to initial screening questions. Indicate whether the organization is resubmitting a previous Application, or has been invited to resubmit an Application from a previous cycle. Enter detailed information about the PI s experience with research and grants management. Provide relevant project information, including the focus disease or condition, projected costs, target populations, and analytic methods. Add the names of Project Personnel who will make up the Awardee Project team. Name all partner individuals or organizations as they should appear on the award project page. Download any applicable templates, and upload attachments to include with the Application.

20 20 Complete & Submit a Letter of Intent (LOI) From the LOI & Application Dashboard, navigate to a new or draft Letter of Intent (LOI) for a PCORI funding opportunity. Learning Point Required fields are designated with a red asterisks ( ). Learning Point Use the icon to edit a draft LOI.

21 Complete & Submit a LOI: Contact Information On the Contact Information tab, add basic contact information for the Organization/Institution. 1 Use the magnifying glass to select the names of your PI, AO, PI Designee(s), Financial Officer, and Organization 2 Enter Location/Satellite, and Department Learning Point Awardee Project teams can have up to two PI Designees. PI and AO cannot be the same person. 3 Click Save & Next Note: Only Project Personnel with active PCORI Online accounts will appear in the magnifying glass search results. Team members that do not appear will need to create an account. For instructions, click here. 21

22 22 Complete & Submit a LOI: Pre Screen Questionnaire On the Pre Screen Questionnaire tab, respond to initial screening questions. STOP! If you answer Yes to any of these questions, your LOI will not progress past the review stage. We recommend you discontinue your LOI submission for this PFA. 1 Use the drop-down menus to select Yes or No for the following questions 2 Click Save & Next

23 23 Complete & Submit a LOI: Resubmission On the Resubmission tab, indicate whether the organization is resubmitting a previous Application, or has been invited to resubmit an Application from a previous cycle. Learning Point If you require additional assistance locating a previous application title and/or ID number, please contact pfa@pcori.org. 1 Use the drop-down menu to select Yes or No for the first question 2 If Yes, respond to the remaining questions and attach the resubmission invitation letter on the Templates & Uploads tab 3 Click Save & Next

24 24 Complete & Submit a LOI: PI Information On the PI Information tab, enter detailed information about the PI s experience with research and grants management. Learning Point On the multi-select lists, use the arrow buttons (>, <) to move items between the Available list and the Chosen list. 1 Complete the PI Information tab through open-ended questions, drop-down menus, and multi-select lists 2 Click Save & Next

25 25 Complete & Submit a LOI: Project Information On the Project Information tab, provide relevant project information, including the focus disease or condition, projected costs, target populations, and analytic methods. 1 Complete the Project Information tab through openended questions, drop-down menus, and multi-select lists 2 Click Save & Next

26 26 Complete & Submit a LOI: Project Personnel On the Project Personnel tab, add the names of the Project Personnel who will make up the Awardee Project team. 1 Click New to add a new personnel record Learning Point At this point in time, you can name a Co-PI, if applicable. 2 Enter the individual's name, and use the drop-down menus to enter information regarding their position/role

27 27 Complete & Submit a LOI: Project Personnel, Cont d Complete the Project Personnel form to add them to the list of the Project Personnel, indicating the individual as Key Personnel, if applicable. Learning Point Key Personnel typically includes the PI, Co-PIs and sometimes PI Designees. This designation requires PCORI agreement before it can be changed. 4 Check Yes or No for Key Personnel 3 Complete the remaining fields through open-ended questions, dropdown menus, and multi-select lists 5 Click Save

28 Complete & Submit a LOI: Project Personnel, Cont d Add additional Project Personnel, edit existing Personnel Records, or continue on to the next tab of the LOI. 7 Click Next to navigate to the next tab Note: Add additional Project Personnel by clicking New again, and repeating steps Navigate to the Action column to Delete, Edit, or View existing records 28

29 29 Complete & Submit a LOI: Project Personnel Partners On the Project Personnel Partners tab, name all partner individuals or organizations as they should appear on the award project page. 2 Click Save & Next 1 Enter applicable individuals or organizations

30 30 Complete & Submit a LOI: Templates & Uploads On the Templates & Uploads tab, download any applicable templates, and upload attachments to include with the LOI. 1 Download and complete the LOI template 2 Upload the completed LOI template 4 When you have completed the LOI and are ready to submit, click Review/Submit Learning Point 3 Click Save Please upload the completed LOI template as a PDF. Note: If you have been invited by PCORI to resubmit, upload the Letter of Invitation in place of the LOI template.

31 31 Complete & Submit a LOI: Review and Submit Once you click Review/Submit, you will be taken to a read-only view of the LOI for final review and submission. Learning Point If you wish to withdraw your LOI once submitted, please pfa@pcori.org. 1 If you would like to continue editing, click Back to Record 2 To print the LOI, click Print 3 When you have fully reviewed the LOI and are ready to submit, click Submit Notification: Upon submission, the Applicant will receive an confirmation.

32 32 Complete & Submit a LOI: Submitted Applicant PCORI Staff Applicant PCORI Staff 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; c a LOI must be submitted before an organization is invited to submit a full Application. Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding Announcement (PFA). If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. The Administrative Official (AO) will review the c Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. PCORI staff will review the Application for administrative compliance and responsiveness to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

33 To recap, we ve reviewed the following activities: Introduction to LOI Submission Complete & Submit a Letter of Intent (LOI) Live Demonstration!

34 Application Submission In this section, you will master the following activities: Introduction to Application Submission Complete & Submit the Application

35 35 Introduction to Application Submission: Process Flow Applicant PCORI Staff Applicant PCORI Staff c 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; a LOI must be submitted before an organization is invited to submit a full Application. c Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding Announcement (PFA). If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. The Administrative Official (AO) will review the Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. c PCORI staff will review the Application for administrative compliance and responsiveness to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding c an Application, requesting the Applicant to upload additional information by a given deadline.

36 36 Introduction to Application Submission: Navigation At the top of the Application, you will find the following tabs which will assist with navigating the various sections of the form. Learning Point The first seven tabs have been pre-populated from the LOI submission, and are designated (LOI).

37 Complete the Application If the Letter of Intent (LOI) has been reviewed and the organization is invited to continue in the application process, the next step will be to navigate to the LOI & Application Dashboard to complete the full Application. Learning Point If invited to apply, the Applicant will be able to immediately view a draft version of the Application. Notification: If invited to continue in the application process, the applicant will receive an notification once the LOI has been converted to an Application. 37

38 38 Complete the Application: Review Pre-Populated Tabs Before adding any new information, review the first seven tabs that have been pre-populated from the LOI. 1 1 Review the prepopulated information, Review the prepopulated information, and update as necessary and update as necessary Please note that any changes to the following information completed in the LOI submission will require PCORI's written approval prior to Application submission: Principal Investigator Institution Study design Research question(s) Specific aims Comparators

39 39 Complete the Application: Proceed to Additional Tabs The following four tabs will request additional information not included on the LOI. These tabs include Project Information, Budget, Milestones, Templates & Uploads, and Certification.

40 40 Complete the Application: Project Information On the Project Information tab, provide more detail regarding your proposed research, including abstracts, narratives, and goals. Learning Point The Projected Start and End Date should match the dates listed in the Budget pages. 1 Enter information through open-ended questions, drop-down menus, and multiselect lists 2 Click Save & Next

41 41 Complete the Application: Budget Once you are on the Budget tab, you will navigate through the following eleven budget pages to input information related to the yearly costs for your project. The first ten pages require input and the final page will provide a summary. Budget Page Personnel* Consultant Cost* Supplies Scientific Travel Programmatic Travel Other Expenses Equipment Subcontractor Direct Costs* Subcontractor Indirect Costs* Detailed Budget Total Indirect Costs* Budget Summary Information Requested (Per Year) For each project personnel, list the name, role, employment information, and salary details. If applicable, indicate consultant cost including hourly/unit rate and total cost. List all supplies and cost per supply. Specify the details and costs of any scientific travel that will occur. Specify the details and costs of any programmatic travel that will occur. Provide details and costs for any additional expenses. List all equipment and cost per equipment. Provide subcontractor names and total costs per year. Provide subcontractor name and total indirect costs per year. Indicate total prime indirect costs and annual rate per year. Review summary of all budget information before proceeding to the Milestones Tab. Note: Each page will allow you to edit up to 5 years. Additionally, pages indicated above by an asterisk (*) include a Peer Review Period (Year 6).

42 42 Complete the Application: Budget, Cont d To begin editing Budget Tables, click Create New Budget which will open the first page, Personnel Budget Tables. 1 Click Create New Budget

43 Complete the Application: Budget, Cont d To start editing the Personnel Budget, begin by entering the Start Date and End Date for each year. 2 Enter Start Date and End Date (365 days later) for each year Learning Point Once you enter the Start and End date for each year of the project on the Personnel Budget Table (the first Budget page), the dates will be copied over to the remaining pages. Note: Year 1 Start Date should not be prior to the Earliest Start Date listed in the PFA.. 43

44 44 Complete the Application: Budget, Cont d Even if your proposed project is less than 5 years, you must populate a date value for the Start Date and End Date fields for all years. Once complete, click Save All Rows. 3 Click Save All Rows Learning Point If your proposed project is less than 5 years, we recommend you populate the remaining date fields with consecutive years (as displayed).

45 45 Complete the Application: Budget, Cont d Add a row to enter budget details related to the first personnel. Click Save Rows when done editing each row. Learning Point Institutional Base Salary cannot be greater than $200, Populate all fields 4 Click Add Row for each Personnel 6 Click Save Rows

46 46 Complete the Application: Budget, Cont d Continue to add additional personnel for Year 1. To copy these personnel details across all remaining years, select the applicable rows and click Copy Selected Rows to All Years. 9 Click Copy Selected Rows To All Years to add Personnel to each project year Learning Point 7 Click Add Row to add Personnel as applicable 8 Click Delete Selected Rows to remove If your proposed project is less than 5 years, ensure that you delete any autopopulated rows after your proposed project End Date.

47 47 Complete the Application: Budget, Cont d Once you have completed each year of your proposed project on the Personnel page, click Save All Rows. Then click Next Page to proceed to the following Budget page, Consultant Cost. 11 Click Next Page 10 Click Save All Rows before navigating to next page Learning Point Certain pages include an additional year (Year 6) as a Peer Review Period. Note: You do not need to add budget rows to years after your proposed project end date.

48 48 Complete the Application: Budget, Cont d Update the remaining Budget pages following the previous steps Navigate between pages after saving all rows using the Previous Page and Next Page buttons. 1 To navigate between pages, click Previous Page or Next Page located at the top & bottom of each page Learning Point There are 8 other Budget pages to populate. To view the full list of Budget pages, see slide 41. Note: If you edit the Start & End dates on any page, those changes will be reflected on all pages.

49 Complete the Application: Budget, Cont d Note that the Detailed Budget Total Indirect Costs page has a different format. Populate the requested values in each year. 1 Enter Total Prime Indirect Costs and Applicable Rate in each year 2 Click Save and Next Page Learning Point If your proposed project is less than 5 years, you must enter 0 for cost and rate for all remaining years. Note: If you do not click Save, information on this page will not be saved to the Budget Summary page. 49

50 50 Complete the Application: Budget, Cont d Once you have completed all Budget pages, the last page will provide a Budget Summary. 1 Review for accuracy 2 These costs are not applicable in Peer Review (Year 6) Period 3 Subtotals and Totals automatically calculated

51 51 Complete the Application: Budget, Cont d When you have finished reviewing your budget information and are ready to proceed, click the Milestones tab. 1 Click Milestones

52 52 Complete the Application: Milestones On the Milestones tab, list concrete, specific events or accomplishments that will be documented as contractual tasks of the project. 2 Click New to add a new Milestone record 3 Enter the Milestone Name, Description, and Due Date 4 Click Save

53 Complete the Application: Milestones, Cont d Add additional Milestones, edit existing Milestone Records, or continue on to the next tab of the Application. Learning Point For a list of sample milestones, please reference the PFA Guidelines. Navigate to the PCORI Funding Opportunities Page, click on the applicable Opportunity, and find the Guidelines under the Applicant Resources section. 6 Click Next to navigate to the next tab 5 Navigate to the Action column to Delete, Edit, or View existing records Note: Add additional Milestones by clicking New again, and repeating steps

54 54 Complete the Application: Templates & Uploads On the Templates & Uploads tab, download any applicable templates, and upload attachments to include with the Application. 1 Download and complete any applicable Application template(s) 2 Upload the completed template(s) 3 Click Save & Next Learning Point Please upload the completed Application templates as PDFs. Note: You can find a list of all applicable templates on the specific PFA page located on the PCORI Funding Opportunity Site.

55 55 Complete the Application: Certification On the Certification tab, certify that you agree to the statement at the top of the page. 1 Select Yes from the dropdown menu 3 When you have completed the Application and are ready to submit, click Review/Submit 2 Click Save

56 56 Complete the Application: Review and Submit for AO Approval Once you click Review/Submit, you will be taken to a read-only view of the Application for final review prior to submitting to the Administrative Official (AO) for approval. After clicking Submit, the Application is locked for editing pending AO review. 1 If you would like to continue editing, click Back to Record 2 To print the Application, click Print 3 When you have fully reviewed the Application and are ready to submit, click Submit Notification: Upon submission, the Applicant will receive an confirmation that the Application has been sent to the AO for approval.

57 57 Complete the Application: AO Approval Applicant c PCORI Staff Applicant PCORI Staff c 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; a LOI must be submitted before an organization is invited to submit a full Application. Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding c Announcement (PFA). If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. The Administrative Official (AO) will review the Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. PCORI staff will review the Application for administrative compliance and responsiveness c to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding c an Application, requesting the Applicant to upload additional information by a given deadline.

58 Complete the Application: AO Approval, Cont d Once the Application is submitted for internal approval, the Administrative Official (AO) can navigate to PCORI Online to review the Application. 1 Navigate to the Applications dashboard 2 Under Open Items, locate the Application that is Submitted 3 Review the readonly version of the submitted Application Note: Once it s submitted to the AO for approval, all members of the Awardee Team will still be able to access the read-only view of the Application through the LOI & Application Dashboard. 58

59 59 Complete the Application: AO Approval, Cont d After you have reviewed, enter the decision to approve, reject, or withdraw the Application. 4 Click to Approve, Reject, or Withdraw the Application Learning Point The Application is currently read-only. If updates are necessary, the AO should reject the Application at which point it will become editable again.

60 Complete the Application: AO Approval, Cont d After you have reviewed, enter the decision to approve, reject, or withdraw the Application. 5 Select Yes or No 8 Click Review/Submit 6 Select Approve or Reject 7 Click Save Note: To withdraw the Application at any time, navigate to this page, select Withdraw and click Save. 60

61 61 Submit the Application Once you click Review/Submit, you will be taken to a read-only view of the Approval Record for final review prior to submitting to PCORI for approval. Learning Point If the AO approves the Application, the External Status will be updated to Under Review. If the AO rejects the Application, the External Status will be updated to Draft and the Application will be editable for updates. 1 If you would like to update your decision, click Back to Record 2 To print the Approval Record, click Print 3 When you have fully reviewed and approved the Application and are ready to submit to PCORI, click Submit

62 62 Complete & Submit the Application: Submitted Applicant PCORI Staff Applicant PCORI Staff 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; a LOI must be submitted before an organization is invited to submit a full Application. Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding Announcement (PFA). c If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. The Administrative Official (AO) will review the Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. PCORI staff will review the Application for administrative compliance and responsiveness to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions cregarding an Application, requesting the Applicant to upload additional information by a given deadline.

63 To recap, we ve reviewed the following activities: Introduction to Application Submission Complete & Submit the Application Live Demonstration!

64 PCORI Information Request (PIR) In this section, you will master the following activities: Introduction to PIR Upload & Submit Requested Files

65 65 Introduction to PIR: Process Flow Applicant PCORI Staff Applicant PCORI Staff 1 LOI Submission: PI/PI Designee 2 LOI Review: PCORI Staff 3 App. Submission: PI/PI Designee 4 \ App. Review: Admin. Official 5 App. Review: PCORI Staff Applying for funding from PCORI is a twostage process; c a LOI must be submitted before an organization is invited to submit a full Application. Committees of PCORI staff screen the LOIs based on the criteria outlined in the PCORI Funding Announcement (PFA). If the organization is invited to continue in the application process, the next step will be to complete the full Application. A draft Application will be created in PCORI Online based on the initial LOI. c The Administrative Official (AO) will review the Application. The AO will either submit the final Application to PCORI, or return it to the PI/PI Designee for revisions. PCORI staff will review the Application for administrative compliance and responsiveness to the PFA. If compliant, the Application may then proceed to Merit Review. During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

66 Introduction to PIR: Navigate through PIR Letter If PCORI has requested additional information regarding your project, you will receive a PCORI Information Request (PIR) notification via . Navigate to the , review the details, and follow to the link to PCORI Online. Learning Point If you are not already signed in to PCORI Online, you will be prompted to log-in. 1 Click Access Your PCORI Information Request to submit your response files Note: If you are not automatically directed to the PIR record after logging in, then return to the and click the link again in Step 1. 66

67 67 Introduction to PIR: Navigate through PCORI Online Alternatively, you can navigate directly to PCORI Online to view the PIR details. To get started, log-in and select Research Awards. 11 Click the the link link for for Research Awards Notification: You will receive an notification if you have been sent a PIR.

68 68 Introduction to PIR: Navigate through PCORI Online, Cont d Navigate to the LOI & Application Dashboard, where you can access a list of all PIR requests. 3 Click Here to view your list of requests 2 Click My LOIs and Applications

69 69 Introduction to PIR: Navigate through PCORI Online, Cont d Once you navigate to your list of PIRs, you can view the PIR Details. 4 Click on the PIR Number to view the PIR Details

70 Upload & Submit Requested Files Once you ve navigated to the PIR record, carefully read the Programmatic and Administrative Questions and the Guidelines for Submission. 1 Carefully review the Guidelines for Submission section for instructions on how to respond to requests 2 Review the Programmatic and Administrative Information Requests, and prepare responses Note: Prepare responses to the Programmatic and Administrative Questions offline (i.e. through Microsoft Word, Excel, etc.). Do not submit responses in a PDF document. 70

71 71 Upload & Submit Requested Files, Cont d When you have prepared your response(s), upload the file(s) in the Notes & Attachments section. 3 Click Attach File to upload your response file(s) 4 Uploaded files appear in the Notes & Attachments section

72 72 Upload & Submit Requested Files, Cont d To upload your file(s), follow the instructions on the Attach File page. 5 Click Choose File and select the file(s) from your computer 6 Click Attach File 7 Click Done

73 73 Upload & Submit Requested Files, Cont d After you have uploaded all responses in Notes & Attachments, submit the PIR response. 8 Once you ve submitted all response files, click the Submit Response button 9 After submission, the Attachments Submitted? box will automatically be checked Notification: Both PCORI Staff and the Applicant will receive notifications after the PIR response is submitted.

74 To recap, we ve reviewed the following activities: Introduction to PIR Upload & Submit Requested Files Live Demonstration!

75 Next Steps & Additional Resources In this section, we will discuss the following: Course Conclusion Next Steps

76 76 Course Conclusion This course is complete. We have covered the below topics: Letter of Intent (LOI) Submission Application Submission PCORI Information Requests (PIRs)

77 77 Next Steps Outstanding Questions? Access training materials: Cheat Sheets User Guides FAQs Navigate to to log-in!

78 Appendix A The following topics are included in Appendix A: Key Terminology Update User Profile Settings Search for Funding Opportunities through PCORI.org

79 79 Key Terminology The following key terminology will be used throughout training, and will be useful while interacting with PCORI Online. System Launch Portal User January 17, 2017: PFAs released on or after this date will be available in the new PCORI Online for Applicants to submit LOIs & Applications General term to refer to any current or past Applicant or Awardee user of PCORI Online PCORI Staff General term to refer to any PCORI Staff user in the system System Administrator Idle Time PCORI IT members tasked with providing technical and administrative support for PCORI Online If you are idle for more than 2 hours, you will be automatically logged out and will need to re-enter your username and password to login again

80 80 Update User Profile Settings: My Profile Awardees can also review Profile Settings from the PCORI Online home page, including your account information, personal information, address, and security settings 1 Click My Profile Click Edit to update your account information Click Address Change Request to update your address Click Edit Employer Details to edit information about your current employer

81 81 Update User Profile Settings: My Settings Awardees can also manage personal settings, including Location and Security Settings. 1 Click My Settings at the top right of any page 2 Click Location Settings change your location information such as your time zone 3 Click Security Settings to reset your password or request a new user name

82 82 Search for Funding Opportunities through PCORI.org You can continue to search for PCORI Funding Opportunities through the PCORI website ( 1 On the PCORI homepage, click Funding Opportunities to search for new opportunities 2 On the Open tab, View current opportunities

83 83 Search for Funding Opportunities through PCORI.org, Cont d Once you select the opportunity to which you will apply, you will log-in to PCORI Online and click Apply. 3 Click Apply Now 4 Review the opportunity to which you would like to apply 5 Click Apply to begin the LOI Learning Point After Step 3, you will be prompted to log-in to PCORI Online before proceeding with the LOI.