2017 SRA International Annual Meeting October 14-18, 2017

Transcription

1 2017 SRA International Annual Meeting October 14-18, 2017 Renee J. Vaughan, M.Div., MA, CRA Clinical Research Unit Financial Practice Manager, Duke University School of Medicine, Durham, NC, USA

2 Funding Development and Communication Strategies: SRA International Annual Meeting Educating Research Administrators for the Future October 14 18, 2017, Vancouver, BC Renee J. Vaughan, M.Div., M.A., CRA CRU Financial Practice Manager Psychiatry and Behavioral Sciences, Duke University School of Medicine

3 This SRAI Annual meeting is seeking to engage attendees. We are using Twitter so you can share your unique experiences with others. My Twitter handle Please feel free to tweet as the session progresses about: ideas that strike you as important, quotes from the speaker, thoughts about the presentation, etc. Remember to use hashtag #SRA2017AM so that everyone who is following our meeting will see your tweets.

4 Course Description: The aim of this session is to demystify the identification of funding opportunities. Tips and techniques as well as an overview of various types of electronic search directories, engines, services and databases will be presented. These strategies along with alert services and the use of social media, particularly twitter streams, can be used as optimal tools in funding development and dissemination of funding trends and opportunities in a global context. Tracking these trends and forecasting through resources such as agency funding databases, and research.gov will be outlined. Networking and interaction at professional meetings with program officers as well as with peers with similar interests will also be discussed. Digital media dissemination strategies will be analyzed.

5 Objectives: 1. Identify funding opportunities utilizing electronic, social media and interpersonal mechanisms. 2. Examine best practices in communicating funding opportunities and programs of significance to investigators and interested parties.

6 Why Are We Here? NIH Research Funding Trends Federal Support of NIH U.S. Biological and Medical Research Fell for Over a Decade From FY 2003 to 2015, the National Institutes of Health (NIH) lost 22% of its capacity to fund research due to budget cuts, sequestration, and inflationary losses. Reduced funding capacity results in: Fewer grants Fewer new discoveries Talented scientists leaving research Page 6

7 Why Are We Here? NIH Research Funding Trends Page 7

8 Why Are We Here? NIH Research Funding Trends Congress Has Begun Restoring the NIH Budget In both FY 2016 and FY 2017, Congress raised the NIH budget by $2 billion. With the FY 2016 budget increase alone, NIH was able to award 832 more research project grants. NIH s funding capacity has been restored to its pre-sequestration level (FY 2012) through these budget increases! Page 8

9 Why Are We Here? NIH Research Funding Trends Page 9

10 Why Are We Here? NIH Research Funding Trends Sustained and Predictable Growth Is Needed to Advance U.S. Biomedical Research FASEB recommends another $2 billion increase for NIH in FY A pattern of sustainable increases would allow NIH to support more meritorious research to improve the country s health and quality of life as well as train the next generation of scientists. Communications/Federal-Funding-Data/NIH- Research-Funding-Trends.aspx Page 10

11 Why Are We Here? NIH Research Funding Trends Page 11

12 Why Are We Here? Historical Trends in Federal R&D Page 12

13 Why Are We Here? Funding Trends - Foundations Explore Trends in Global Philanthropy Global Giving Crowdfunding platform $268 Million Projects 15,288 projects 170 Countries Bill & Melinda Gates Foundation Top International Funder since billion

14 Why Are We Here? Funding Trends - Foundations Giving USA 2017: Total Charitable Donations Rise to New High of $ Billion The Numbers for 2016 Charitable Giving by Source: Giving by individuals totaled an estimated $ billion, rising 3.9 percent (2.6 percent adjusted for inflation) in Giving by foundations increased 3.5 percent (2.2 percent adjusted for inflation) to an estimated $59.28 billion in Data on foundation giving are provided by Foundation Center. Page 14

15 Why Are We Here? Funding Trends - Foundations Giving by bequest totaled an estimated $30.36 billion in 2016, declining 9.0 percent (10.1 percent adjusted for inflation) from Giving by corporations is estimated to have increased by 3.5 percent (2.3 percent adjusted for inflation) in 2016, totaling $18.55 billion Page 15

16 Charitable Giving 2016 The Numbers for 2016 Charitable Giving to Recipients: Giving to religion increased 3.0 percent (1.8 percent adjusted for inflation), estimated $ billion in contributions. Giving to education estimated to have increased 3.6 percent (2.3 percent adjusted for inflation) to $59.77 billion. Giving to human services increased by an estimated 4.0 percent (2.7 percent adjusted for inflation), totaling $46.80 billion. Page 16

17 Charitable Giving 2016 Giving to foundations estimated to have increased by 3.1 percent (1.8 percent adjusted for inflation), rising to $40.56 billion. Giving to health organizations estimated to have increased by 5.7 percent (4.4 percent adjusted for inflation), to $33.14 billion. Giving to public-society benefit organizations increased by an estimated 3.7 percent (2.5 percent adjusted for inflation) to $29.89 billion. Page 17

18 Charitable Giving 2016 Giving to arts, culture, and humanities is estimated to have increased 6.4 percent (5.1 percent adjusted for inflation) to $18.21 billion. Giving to international affairs is estimated to be $22.03 billion in 2016, an increase of 5.8 percent (4.6 percent adjusted for inflation). Giving to environment and animal organizations is estimated to have increased 7.2 percent (5.8 percent adjusted for inflation) to $11.05 billion Page 18

19 When do we start? The Grant Cycle Deadlines State sponsors Legislative actions Annual award programs Federal Sponsors Regular deadlines, long review timelines Short FOA turnaround Rolling submissions 60 days before program start Page 19

20 Research.gov

21 What is Research.gov? NSF grants management system Helps research administrators manage grants portfolio Makes award data available View research spending and results View highlighted research activities from NSF and NASA Page 21

22 NIH and Federal RePORTER NIH RePORTER (updated weekly) Federal RePORTER (updated yearly) Administration for Children and Families (ACF) Agency for Healthcare Research and Quality (AHRQ) Agriculture Research Service (ARS) Centers for Disease Control and Prevention (CDC) Environmental Protection Agency (EPA) Page 22

23 Who are our Stakeholders? Faculty and Research Teams Research interest, specialty Area, specific aims Methods Scope of work and complexity Preferences Meeting vs. Periodic evaluation of searches Page 23

24 Search Basics Know your Directory, Engines Boolean logic: AND, inclusionary OR, expands NOT -exclusionary Parenthesis with OR Quote marks exact phrase Asterisk root stem Alternative: +, -, *, Page 24

25 Search basics Key Terms / Keywords Funding sources websites and other materials Research journal articles Listings, Announcements, Calls for Applications CV/Resume of other researchers Save keywords and notes about them Page 25

26 What do we look for? Funding Opportunity Announcement Academic Programs and Research Area of science By specialty Eligibility Junior faculty, residency Scale of expected proposals Funded activities Required effort Funding Mechanisms Page 26

27 What do we look for? Application details Collaboration requirements Funding Restrictions Application due dates Limited Submissions Non-Profit 501 (c) (3) vs. tax exempt Donor Profile Size, focus, impact, history Education K-12, Higher Ed, Post Grad Fellowships Outreach Page 27

28 Where do we start? Professional meetings Exhibitors Program officers Peer Webinars Council of Foundations Agency meetings and updates Science Societies Therapeutic Associations Others Page 28

29 Where: Federal One Stop Funding

30 Catalogue of Federal Domestic Assistance

31 Sample Agency Search Engines NSF Find Funding NIH Guide for Grants and Contractshttp:// National Endowment for the Arts National Endowment for the Humanities Federal Register (daily ) Federal Business Opportunities

32 Sample Search Directories Yahoo The World s Oldest Directory Links to other websites Organized Categorically by subject and alpha order

33 Sample Search Engines AltaVista Excite Google HotBot WebCrawler

34 Sample Metasearch Engines SERVER-BASED Best Search Tools Dogpile MetaCrawler Northern Light Savvy Search WebCrawler CLIENT-BASED Free Copernic99 WebFerret

35 Sample College/University Grants Administration Sites Duke University College of Charleston Emory William and Mary

36 Forgarty International Center Cont d

37 African Research Portal researchafrica.com

38 Foundation Center

39 How Best Practices: Automated notifications Before you start Gather keywords and eligibility Determine data management strategy Multiple queries vs large data by specialty Set weekly delivery Track Results Maintain queries regularly Page 39

40 Notifications Sample is an service that delivers valuable research and education funding opportunities directly to you. Grants.gov provides organizations with the ability to search for Federal government-wide grant opportunities. Info Ed Global is an up-to-date listing of national and international government and private funding sources.

41 Subscriptions InfoEd Global matches the profiles with the funding opportunities and delivers automatic daily updates. Community of Science - Pivot offers refined queries filtered by applicant type in sync with one s workbench. RFP Bulletin offers an service designed to alert one of foundation opportunities

42 How: Focus Your Search Review program goals Study Eligibility criteria Assess financial feasibility Ensure infrastructure availability Reach out to sponsors with questions Page 42

43 The Chronicle of Philanthropy

44 Research

45 Search Resources rg

46 How: Track and Communicate Compile and disseminate viable opportunities Sponsor program title Program goals Budget details Due date Category Filter and disseminate Resulting Action taken Page 46

47 Communication Strategies Social Networking Communication is the transactional or transformational process of creating meaning through the use of language and symbols. The goal is to share and understand meaning in order to build communication pathways with stakeholders.

48 Twitter.com/fundingadvisory Determine who to follow Up to the minute news and information Award data Track funding trends Retweet to followers Integration

49 Twitter Social Networking Strategies Changes in culture, values and identities Twitter use in facilitating collaboration Knowledge management tools- Funding fairs Syndication RSS feeds and video sharing and podcasting

50 Social Networking Technologies The diffusion of best practices follow roll-out and implementation. Opportunities for embracing new strategies and processes abound. Web/blog Newsletters Databases Social Networking LinkedIn Facebook RSS/Peer to Peer itunes You tube Compliance Wiki Flickr/instagram/ Rating/ Mashups/Tagging Folksonomies

51 Concurrent Session Handouts Online Scan the QR code or go to the presentation link to view concurrent session presentations: The web site will be updated as speakers send in their presentations.

52 Conclusion: Funding development is critical to the health of research administration. Without robust funding many of our roles will disappear and cease to exist. Contact: Renee J. Vaughan