OSR Monthly Meeting. August 16, 2018 (Chicago) August 21, 2018 (Evanston)

Transcription

1 OSR Monthly Meeting August 16, 2018 (Chicago) August 21, 2018 (Evanston)

2 Agenda OSR Announcements/Staffing Updates ESPR Replacement Project Update Year-end Procedures NSF Updates NIH Biosketch Reminder Cost Share Chartstrings Reminder SPOT Courses Monthly Salary In Research Portal

3 Staffing Updates Open positions Contract Officer posting Grants Assistants - posting & Assistant Grants Officer posting Chicago GOs 2 out on medical leave

4 ESPR Replacement Project Update

5 Goals ESPR Replacement Implement ESPR system functionality in InfoEd Streamline questions, file uploads, approvals, and routing Reduce administrative burden Develop Training documentation Standardize OSR procedures 4

6 ESPR Processes Contracts management MTA, DUA, CDA Award Management Award Relinquishment/Transfer No Cost Extension Personnel: Effort change for PI/Key Personnel Personnel: Extended Absence of PI Personnel: PI or Co-I Change Personnel: Change of Department Subcontracting New requests Amendments Financial Management Budget: Carry forward Budget: Open new categories Budget: Revised budget Prespending Requests Revised Statement of Work F&A Waiver PI eligibility Cost Sharing 5

7 ESPR Timeline/Key Dates Kick Off June 2018 OSR Work Groups: June to July Hand Off to FFRA: July to August FFRA Build: August Testing: September User Acceptance Testing: Mid/late September Go Live: Mid October (tentative) 6

8 ESPR: Contracting Move to single intake system New submission type in InfoEd Proposal Development (planned) Streamline intake Use branching logic to limit requested information to that which is needed Remove unnecessary approvals and questions Upload relevant documents at outset Reduced need for follow up s Reduce risk of lost information/requests from multiple offices Set standards and metrics collection Set standards for time of initial review and follow-up Utilize those standards to improve metrics and reporting Develop training and informational materials for OSR staff, departmental staff, and investigators 7

9 ESPR: Subawards Move to single intake system Submit request in new InfoEd Change Request Module Streamline intake Use branching logic to limit requested information to that which is needed Remove unnecessary approvals and questions Refine questions essential for quality, compliant transactions. Upload relevant documents at outset Reduced need for follow up s Reduce risk of lost information/requests from multiple offices Set standards and metrics collection Agreement screens created ~ 1 business day able to track agreement status via InfoEd and/or GM055 Develop training and informational materials for OSR staff, departmental staff, and investigators 8

10 ESPR Awards & Financial Mgmt Move to single intake system Submit request in new InfoEd Change Request Module Streamline intake Streamlined approval process based on risk Most require only PI approval Prespend still requires full route/approval Reduced unnecessary document uploads Provided clarification language and embedded links to assist staff with completing the request to reduce send backs Set standards and metrics collection Develop training and informational materials for OSR staff, departmental staff, and investigators 9

11 Year-End Procedures

12 Year End Procedures All Awards should be routed to: OSR moved up Restricted Award Effective Date Awards requiring revised budgeting instructions will be set up as Restricted Holds on COI and IRB approvals PI review of pending proposal use the PI Portal ( Metrics are refreshed nightly see OSR home page 11

13 NSF Changes

14 NSF Changes New PAPPG guide: available for review in October 2018 will be implemented January 20, 2019 More programs utilizing Dear Colleague letters rather than full solicitations More directorates are removing due dates for proposals Proposal resubmission If you resubmit a declined proposal without changes, it will be rejected. PI s have been recycling the same proposal with no significant changes just resubmitting at every deadline. 13

15 NSF Changes Submitting proposals in research.gov If the instructions in research.gov differ from the solicitation or pappg follow the research.gov instructions International campuses New checkbox on cover page Project description must contain rationale for why work can t be done in the US If missing, award will not be made Misconduct Clarification that NSF would work with the institution to keep the award (harassment policy) OIG is looking at unfunded proposals for misconduct PSC clarification Speakers that are also participants may be PSC 14

16 NSF Changes Biosketch Synergistic activities 5 discreet activities, NOT 5 activities with 10 examples of each READ and ADHERE to the instructions Proposal will be rejected for non-compliance per NSF Policy Office 15

17 NIH Biosketches

18 NIH Biosketches NIH is enforcing Biosketch requirements OSR received the following letter During the review of your application entitled XXXXX, NIH staff and/or reviewers noted that one or more of the biosketches included in the application did not comply with the new biosketch format requirements (NOT-OD ; OD html). Applications with biosketches that do not follow the current guidelines for format and content are non-compliant. You should be mindful that non-compliance can have serious consequences. NIH may withdraw any application identified during the receipt, referral and review process that is not compliant with the instructions in the SF424 (R&R) Application Guide, the Funding Opportunity Announcement, and relevant NIH Guide Notices (see Instructions for preparing a compliant biosketch can be found at 17

19 NIH Biosketches Be mindful of specific requirements: Personal Statement Contributions to Science: up to 5 significant contributions to science not more! For each contribution, you may cite up to 4 publications or research products that are relevant not more! Note that while you may mention manuscripts that have not yet been accepted for publication as part of your contribution, you may cite only published papers to support each contribution For more information: 18

20 Cost Share Chartstrings

21 Cost Share Chartstrings Type of Cost Share Mandatory Voluntary Committed NIH Salary Cap Any Agency Salary Cap Voluntary Uncommitted X X X X N/A N/A N/A Resources & Guidance: 20

22 Fall 2018 Training Offerings

23 In Person Training Early Fall - Evanston Campus Introductory level, hands-on, case study-based sessions Must complete related SPOT courses before enrolling in corresponding in-person course Location: 1800 Sherman Avenue, 205 Room 217 Training Lab DATE TOPIC Thurs. Sept. 20, 9:30-11:30am Reading & Evaluating a Solicitation Fri. Sept. 21, 9:30-11:30am Proposal Budgets 101 Wed. Sept. 26, 9:30-11:30am Proposal Budgets 102 Fri. Sept. 28, 9:30-11:30am Award Documents & Award Set-up Late Fall - Chicago Campus (Planned) TBD Dates (likely late November/December)

24 Online Training: Fall 2018 Rollouts SPOT Courses Finding Funding (New!) Updates/Refreshes (mainly graphical) of existing courses Microlearnings Subcontract Invoicing Current & Pending Support Job Aids Request submission in InfoEd (ESPR Replacement Project) Updates/Refreshes of existing aids 23

25 Monthly Salary In Research Portal OSR Monthly Meeting August 2018

26 New Features Salary information in Research Portal Payroll dollars by month including journals Percent of base salary Look at a project and see list of people Look at a person and see list of projects Staff who have InfoEd proposal creation rights will see all sponsored projects/people Faculty will see staff and students paid from their projects Faculty will not see salary data for other faculty

27 Viewing a Project Note: All amounts and percentages are fake for Professor Wildcat s Portfolio

28 New People Tab Note: All amounts and percentages are fake for Professor Wildcat s Portfolio

29 Viewing a Person Note: All amounts and percentages are fake for Professor Wildcat s Portfolio Questions? consultant@northwestern.edu.

30 Thank you for joining us! Find monthly meeting presentations on the OSR website at: