1. Research Unit Liaison Meeting April 30, 2012

2. eRPM System Updates SF424 Grants.gov: Version 2.0 released on 04/28/12 NIH validations updated to support: —Administrative supplements  Can submit NIH funding supplements electronically, as part of NIH pilot program. —Grants. gov validation rules (v.5.0) New supported form: Budget Information for Construction Programs (SF-424C) V.2.0 2

3. New date field and business process change: Published sponsor deadline – To record the submission date set by the sponsor Sponsor Deadline – Date unit expects proposal to be sent to the sponsor 3 Tentative Release Date: 05/12/12 eRPM System Updates Release 2.2 – what’s coming:

4. PAF eLearning course: – Pre-requisite for instructor-led – Covers system basics Instructor-led course: – Covers business processes – More specific – Shorter (4 hours) 4 eRPM Training Updated http://www.umich.edu/~eresinfo/erpm/training.htm Course changes based on your feedback: —Grants. gov (e.g., field mapping from PAF) —Processes:  States & their associated activities  Request ORSP action vs. post a comment  Hardship —Post award: PAN/PAC

5. PHS Requirements: Key investigators must disclose ALL financial interests. Disclosures completed annually and within 30 days of a change. Significant financial interests reviewed in relation to ALL U-M responsibilities (not just research). U-M determines relatedness to proposed research. U-M manages significant financial interests before PHS funding awarded. U-M makes financial conflicts of interest (FCOI) and management plans available to the public. What U-M Needs To Do: Develop a new business process that includes: A comprehensive disclosure system Management tools for COI committees: input, review, tracking, and archiving Tracking for research personnel after award A means for public reporting Training 5 COI Project Update

6. The COI Project Teams have been working on: 6 COI Project Update Disclose in M-Inform Unit determines who discloses: Faculty with PHS funding All faculty Faculty & staff No change for units already using M-Inform Capture data in eRPM Manage in Conflict Admin Updating PAF to capture project personnel: Who are responsible Who need to disclose/have disclosed COI committees & staff developing a management plan process & template that facilitates reporting of Financial Conflicts of Interest (FCOI): By individual By project By outside entity “Responsible” = person required to contribute knowledge or who conducts original work independently (i.e., requiring little/no supervision) for the project. E.g., design the study protocol or methodology; analyzes and interprets data or results.

7. Unit agreement to use one disclosure form for U-M Form updated based on unit feedback: – Three (3) General Questions – If answer “yes” to general questions, subsequent questions used to provide details – Definitions and examples included, with links to U-M resources 7 COI Project Update

8. In PAF, Personnel question to be updated to capture who is responsible for proposal. If PHS-funded, those responsible must disclose in M-Inform. eRPM feeds PHS data to M-Inform at time proposal submitted. 8 COI Project Update

9. New: PAF displays disclosure status for those responsible. U-M can’t award the project until all disclosures are completed, evaluated, and managed if conflict identified. 9 COI Project Update

10. Architecture & Urban Planning: Linda Mills Business School: Sally Sivrais Dearborn: Martin Hershock, Drew Buchanan Dentistry: Charlotte Mistretta, Mary Jo Gray Education: Elizabeth Moje Engineering: Elizabeth Wagner, Bekah Ashley Flint: Terry Van Allen Information: Becky O’Brien ISR: James Jackson, Anna Schork Kinesiology: Elizabeth Tropiano Law School: Christina Luo Life Sciences Institute: Liz Barry, Erin Stephens Roles & Responsibilities: Represent unit in decision-making; provide timely feedback/approval for project milestones. Review deliverables describing key decisions about system design and process. Advise the project team on system functionality related to each release, including future enhancements. Communicate project decisions, share deliverables, etc. to prepare unit for the upcoming change. 10 COI Project Update Who is working on the project: COI Unit Contacts LSA: Jim Burkel, Peggy Westrick Medical School: June Insco Nursing: Mary Martinowicz OVPR: Curt Smitka Pharmacy: Bruce Mueller, Susan Johnson Public Health: Sharon Kardia Public Policy: Marcy Brighton Rackham: John Godfrey Social Work: Ruth Dunkle, Jorge Delva, Scott Stanfill, Candace Terhune-Flannery SNRE: Michael Moore, Lara Nelson University Audits: Sherry Cogswell, Jennifer Vitale University Library: Robert Campe, Anne Beaubien

11. COI Unit Contact Action Items: Finalize disclosure audience for unit – Faculty with PHS funding only, or – All faculty, or – Faculty & staff Identify who fulfills M-Inform roles 11 COI Project Update RoleDefinition School/College Administrator Can assigns M-Inform roles at department group level. Unit Administrator High-level user for a Dept ID. Can assign reviewer and unit assistant roles in M-Inform for a discloser. Unit Reviewer Provides the unit’s compliance check for discloser(s). Unit Assistant The discloser’s delegate (optional). Can enter disclosure data on behalf of a discloser.

12. Research ULs: Help COI Unit Contacts to raise unit awareness: – PHS regulation deadline – Outside interest disclosure: COI policy (to be updated for PHS regulation) M-Inform use Annual disclosure timeframe – Provide unit-based context COI Project Team Develop a communication package for COI Unit Contacts/Research ULs: – Overview of change (infocast) – OVPR web page (one-stop resource) – Communication template M-Inform role assignments Resources Action items M-Inform training eRPM training updates 12 COI Project Update Next step: Change Management

13. QUESTIONS? 13