1. New Faculty Onboarding

2. welcome
Beverly L. Davidson, PhD Chief Scientific Strategy Officer Director, Center for Cellular and Molecular Therapeutics
Dennis R. Durbin, MD, MSCE
AVP and Chief Clinical Research Officer

3. New Faculty Onboarding
Outline
Pre-arrival consultation
Post-arrival assistance
Human Resources
Research Information Services
Business Administration (grants and contracts)
Faculty Affairs and Professional Development Office at Penn
CHOP Office of Faculty Development
Research Compliance and Regulatory Affairs
Human, animal, laboratory research
Responsible Research Training

4. New Faculty Onboarding
Outline, continued..
Department of Veterinary Resources
CHOP Conflict of Interest Program
Clinical Research Support Office
Office of Technology Transfer
IP, Licensing, Contracts
RI Cores
Office of Postdoctoral affairs
Grant review groups
Pre-review consultation for K’s, R’s, etc.

5. Moving or starting your lab
ONBOARDING
Moving or starting your lab
Howard Eck
Director, Research Resources
FIRST ORDER OF BUSINESS:
Fill out ONBOARDING QUESTIONNAIRE!

6. ONBOARDING: Pre-arrival
Lab Move
Freezers
Reagents (Biohazard, Frozen samples, Tissue samples, etc.)
IBC approval; MTA processes
Equipment
Special needs for the move?
Special needs once you arrive (e.g., emergency power)?
Are there equipment purchases that will occur prior to your arrival?
Capital equipment, computers, phone set up, etc.?

7. ONBOARDING: Pre-/Post-arrival
Lab Needs
Equipment installation, plumbing, outlets, lab furniture, etc.
Office Needs
Keys, ID access, telephone connections, voic (if used)
Staff Needs
Keys, ID access, lab telephones, moving people in your lab

8. ONBOARDING Human Resources
Joanne McCool
Director, Human Resources

9. Human Resource Services
Before You Arrive
Once You’ve Arrived
Onboarding
Complete profile, initiate clearances,
Make appt. with Occupational Health (Clearance takes ± 30 days if smooth)
Brian Naughton
will connect you to a Talent Acquisition Coordinator (TAC)
-Complete CHOP mandatory education for new employees
CHOP (aka Talent Acquisition / Recruiting)
Bringing current lab staff? Call Brian to move to CHOP-based salary ladder
-Meet Brian to learn of how to post jobs, screen candidates and extend offers
-Share preferences for sourcing and screening
Office of Immigration & Visa Services (OIVS)
Does anyone need visa sponsorship to work in the US or have immigration-related inquiries? Penn & CHOP each have their own OIVS (based on payroll ‘home’).
Jane Kim-Hall
-Learn about visa and green card sponsorship, processing timelines & costs. Individualized training sessions available upon request.
-Connect with Legal Counsel (if needed).

10. Human Resource Services
Before You Arrive
Once You’ve Arrived
General Human Resources (HR)
If you have an HR question or concern and don’t know who to contact, Leon can help you connect with the right person.
Leon Jones
w/Maxine Johnson support the Practice Plans
Performance management, employee relations, job descriptions and compensation. Connect to / liaison with other HR services.
Organizational Development (OD)
Unlikely that you’d have an OD need prior to your arrival, but if you can’t connect with who you need, Ruth is accessible for escalation.
Ruth Kilgore
New leader support, training & development, talent management, engagement, retreats & in-tact team interventions, organizational analysis, design, etc.
HR Leadership
Unlikely that you’d have an HR leadership need prior to your arrival, but if you can’t connect with who you need, I’m accessible for escalation.
Joanne McCool
You are in very capable hands with the team. I am at your disposal for questions, comments & concerns.

11. HR Personnel Brian Naughton Leon Jones Jane Kim-Hall Joanne McCool
Lead Talent Strategist
Leon Jones
Strategic HR Business Partner
Jane Kim-Hall
Program Manager Immigration Services
Joanne McCool
Director HR
Maxine Johnson
Strategic HR Business Partner
Ruth Kilgore
Sr. Manager HR

12. Research Information Systems
ONBOARDING:
Research Information Systems
Michael Schulz
Director, Research Information Systems

13. Research Information Systems
Answers to onboarding questionnaire will direct RIS leaders to contact you regarding:
Web/Applications
Systems
Devices: relocation and/or requistion
Data needs
Usage levels
Retention requirements
Including large dataset moves
Website or Web application porting or development
Cloud based project porting
Construct solutions tailored to specific needs
Submit requests:

14. Research Sponsored Projects and Research Business Management
ONBOARDING
Research Sponsored Projects and Research Business Management
Michelle Lewis
VP, Research Administration & Operations

15. Research Sponsored Projects and Research Business Management
Three individuals work as a unified team for you (team varies PI to PI)
SPO = Sponsored Project Officer
Helps insure that your grant applications are submitted and reviewed by the sponsor, and follows the sponsor’s instructions and CHOP policies
RBM = Research Business Manager
Supports you in the management of your research $
Meets with you to determine budgets, salary, and resource allocations for new awards
Meets with you to determine budgets, salary and resource allocations for you post award
Budget monitoring, financial closeouts of awards
GCS = Grants Contracting Specialist
Negotiates the incoming and outgoing subcontract agreements that support your collaborations with colleagues at other institutions

16. VP, Research Admin and Operations n lewism8@email.chop.edu
Subject Matter Experts
Michelle Lewis
VP, Research Admin and Operations n
Brigid Czyszczon
Assistant Director, Research Business Management
[RBMs]
Sara Dubberly
Senior Director, Sponsored Projects
[SPOs, GCSs & RBMs]
Robert Denight
Assistant Director,
Sponsored Projects
[SPOs & GCSs]

17. Faculty Affairs & Professional Development (FAPD)
Perelman School of Medicine
FAPD supports the recruitment and appointment, promotion, and retention of distinguished faculty.
See FAPD web site for MyDotMed (my.med.upenn.edu), the gateway to FEDS (Faculty Expertise Data System for CV & Grants), HAMSTER (House Staff & Medical Student Evaluation Record for teaching evaluations)
Faculty Careers: Surveying the Road from Appointment to Promotion (on-line tutorial)
Advance Faculty Professional Development program
Professional Development Teaching Requirement for Assistant Professors
Victoria A. Mulhern
Executive Director

18. CHOP Office of Faculty Development
One-on-one meetings to welcome new CHOP faculty
Provide names and describe roles of people who can help with academic career aside from your assigned Mentor and your Chair/Chief
Outline departmental specific Faculty Development programs
Website https//:ofd.research.chop.edu
Guidance on managing a lab or clinical research group
Internal (CHOP/Penn) and external (AAMC, Harvard) professional development sessions
Samples of successful CHOP grants (K-, R-, P- and U-type funding) and templated language for Resources
Faculty development sessions with internal and external speakers
Mary Blitzer Field
Assistant Director

19. CHOP Office of Faculty Development web site https//:ofd.research.chop.edu

20. Research Compliance & Regulatory Affairs
Investigational Drug Service
Research Safety
Institutional Review Board office
Institutional Biosafety Committee
Animal Care and Use Administration
Shipping Core
Matthew Hodgson, AVP

21. Office of Research Compliance
Routine and for-cause quality assurance and monitoring
Human subjects research
Investigational New Drug (IND) and Investigational Device Exemption (IDE) applications held by CHOP employees
Research billing
Clinicaltrials.gov support
Export control
Policy and procedure documentation program
Research misconduct

22. Research Safety Just ask! Training programs (Bio, Chem, Lab Safety)
Assistance with Institutional Biosafety Committee (IBC) protocol submission
Guidance on lab setup and safety in the lab
Individual lab consultations (risk assessments)
Incident response (24/7 on call)
Research Safety Department
(6-2272)
Just ask!

23. Institutional Animal Care and Use Committee (IACUC)
Laurence Eisenlohr, VMD, PhD
Chair
Denise Ancharski-Stutler
Administrative Director

24. CHOP Onboarding for the Animal User
Meet with IACUC Chair (I. Eisenlohr) and Admin Director to discuss protocol submission
Protocol
Submission
Onboarding questionnaire
For animal use = YES
Complex Protocol or USDA Species:
Meet with Attending Veterinarian (L. Stewart) or designated clinical veterinarian
Meet with Facilities Director (L. Stewart) to discuss space needs
Training:
-On Line Learning Library
-Occupational Health and Safety Risk Assessment (annual)
-LAS hands on training

25. Department of Veterinary Resources
Professional and para-professional staff who provide veterinary, technical, regulatory and research-related expertise
Provide administrative, scientific, and veterinary review of protocols
Provide daily oversight and care for research animal colonies
USDA and non-USDA covered species
Colket Translational Research Building, Abramson Research Center
Enable, support and facilitate animal- based research
Laike Stewart, DVM, DACLAM
Senior Director and
Attending Veterinarian  
Margaret Reasoner
Associate Director Research Operations

26. Institutional Review Board (IRB)
Not Human
Subjects
Research
Not
Human Subjects
Exempt
Expedited
Review
Full Board
Barbara Engel, MD, PhD
Chair

27. IRB Resources IRB webpage https://irb.research.chop.edu/
What must be reviewed by the IRB
Protocol and Consent Templates
SOPs
Contact
IRB Help line ( )
IRB Office Hours – 4 times per month on Thursday afternoons and Friday mornings (no appointment required – call Help line for schedule)
Meet with the Director, Assistant Director or one of the IRB chairs

28. Responsible Research Training
Use the Training Wizard to determine training requirements or contact us, or
Wendy Reed Williams, PhD
Director
Jodi Leckrone
Assistant Director

29. CHOP Conflict of Interest Program
“Conflict of interest” refers to situations in which financial or other personal considerations may compromise, or have the appearance of compromising, an individual’s professional judgment
Janet Holcombe
Vice President, Chief Compliance and Privacy Officer
Patrick Egan, Esq.
Senior Manager of Compliance
Operations

30. eCOI Electronic Disclosure System
Online disclosure system
Part of eResearch – interacts with eIRB, eSPA, eAgreements
COI review required aspect of IRB approval, acceptance of funds, and approval of agreements
Annual/Primary Disclosure Form
Required once per year in February
Reviewed by Department Chair/VP and COI Office
Project-specific Disclosure Form
Pulls information from Annual/Primary form
Required for each specific project
Helps COI Office determine whether project could affect interest
Reviewed by COI Office and Conflict of Interest Committee (if necessary)

31. CHOP COI Requirements Types of conflicts:
Clinical (outside interests may affect prescribing practices or clinical decision-making)
Purchasing (outside interests may affect decision- making with respect to purchasing or vendor relations)
Commitment (outside commitments may conflict with primary obligations to CHOP or with CHOP’s mission)
Research (research has potential to be biased as a result of outside interests – both those of the individual and of the Institution)

32. COI Resources
Conflict of Interest Office\Office of Compliance and Privacy
Intranet:
Policy:
Standard Operating Procedures: rating_procedure.pdf
Anonymous Reporting of Compliance Concerns: or (enter CHOP when prompted for institution access code)

33. Clinical Research Support Office
Dennis R. Durbin, MD
AVP & Chief Clinical Research Officer
Jennifer Goldfarb
Senior Director, CRSO

34. The CRSO Team Research Staffing Clinical Trials Support
Clinical research personnel to assist with start-up and execution of projects, and ensure compliance
Clinical Trials Support
Industry contracting support
Support for management of trial using OnCore
Trial budget preparation
Recruitment support/consultation for clinical research studies
IND/IDE support for sponsor investigators
Research Navigator
Serves as liaison to investigators and their teams navigating research administration

35. Other Clinical Research Resources
Biostatistics Faculty Support
Justine Shults, PhD, lead biostatistician
Westat Biostatistics and Data Management Core (BDMC)
(240) or (267)
Biostatistics support
Study design, power calculations, analytic plans for grant applications
Data management services
Database development and maintenance

36. Office of Technology Transfer (OTT)
Zev Sunleaf, Vice President, OTT

37. Office of Technology Transfer (OTT)
Moving Breakthroughs from Bench to Bedside
Disclosure: Drugs, Therapies, Devices, Diagnostics, Software and Materials.
Review prior art and business case.
Patent and market.
Partner and license.
Competitive intelligence
Protect IP
Communicate
Outreach
Funding
Impact

38. OTT: Intellectual Property and
Licensing Group
Manage the intellectual property (IP) of inventions (i.e. patents and copyrights) from the research institute and hospital
Make patent filing decisions based on prior art and business case
Work with inventors to market technologies to find licensees and sponsored research opportunities
Negotiate the terms of license agreements

39. OTT: Contracts Group
Facilitate the research and collaboration of CHOP’s faculty, research, and hospital staff in the preparation, review, and negotiations of certain research agreements, such as:
Collaboration agreements with corporate and/or academic partners;
Non-disclosure/confidentiality agreements to discuss potential collaborations;
Transfer agreements to receive or send materials and data; and consortium agreements
To learn more about the Office of Technology Transfer, visit
Office of Technology Transfer Website

40. CHOP RI Cores
The CHOP Research Institute Cores provide state-of-the-art technologies, technical expertise and education to facilitate discovery, and support the research missions of our investigators
Harry Ischiropoulos, PhD
Scientific Director for Cores

41. Abramson Pediatric Research Building (ARC)
Flow Cytometry Core (FCC)
Metabolomic Core (MB)
Nucleic Acid and PCR Core (NAP)
Pathology Core (PC)
Protein and Proteomics Core (PPC)
Translational Lab Core (TLC)
Aquatic Zebrafish Core
Colket Translational Research Building (CTRB)
Biostatistics and data management core (BDMC)
Small animal imaging facility(SAIF)
High Throughput Sequencing Core (HTS)
Transgenic Core (TC)

42. Office of Postdoctoral Affairs
Provide opportunities for research trainees to participate in career and professional development programming (CHOP, BPP, Penn Career Services)
Consider the Diversity Fellowship for postdocs
Support trainees in pursuing external funding
Visit the CHOP Trainee Portal to find out more about our services and programs
Wendy Reed Williams, PhD
Director
David Taylor, PhD
Assistant Director

43. Grant Review Groups Grant Proposal Success (GPS): Matthew Weitzman
Neuroscience: Michael Robinson
Cell Biology: Janis Burkhardt
Pediatrics basic: Garrett Brodeur
Pediatrics clinical: Theo Zaoutis

44. Grant Review Groups Pediatrics K and R Advisory Committees
Review of basic and clinical proposals for K and R applications to NIH
Neuroscience Grants Club
Reviews Rs, Ks, Fs, and private foundation grants; clinical and basic research in neuroscience
Attendees include senior faculty, junior faculty, fellows, and post-doctoral fellows
Cell Pathology Grants Club
Reviews basic research grants at concept stage
Attendees include senior and junior faculty from Pathology
Grant Proposal Success Groups (Self- Assembled: Current Group focused on Immunology for NIH, foundation and internal grants for early stage investigators or basic science K awards)
Learning and networking opportunity for investigators across campus
Attendees include senior faculty

45. THANK YOU! Also Visit: Getting Started at the CHOP RI and the
New to CHOP links on the Research Institute intranet

47. GRANT REVIEW GROUPS AT CHOP
Grant Proposal Success - Early Stage Investigator (esiGPS)
Attendees include established faculty with extensive grant experience
Reviews NIH grant proposals as well as foundation and internal grants
This is a learning and networking opportunity for junior faculty
Established for early stage investigators across campus
Grant Proposal Success - Basic Science K awards (BaSciK-GPS)
Established on Ad Hoc basis to support basic science K proposals for NIH
Committee meets twice to help assemble the proposal ).
Contact information: Matthew Weitzman

48. Neuroscience Grants Club
Group Meets 2nd Thursday of Every Month
Attendees include senior faculty, junior faculty, fellows, and post-doctoral fellows
Reviews Rs, Ks, Fs, and private foundation grants; clinical and basic research
If one submits a grant, one is expected to participate in reviewing other peoples’ grants. This is a learning and networking opportunity.
Contact information: Kristen Pidgeon or Michael Robinson

49. OFFICE OF RESPONSIBLE RESEARCH TRAINING (RRT)
Deliver training programs and events that improve compliance with federal regulations, and strengthen and diversify CHOP’s biomedical research pipeline.
OFFICE OF POSTDOCTORAL AFFAIRS (OPA)
Promote the professional development of research trainees (postdoctoral fellows, physician fellows, training grant fellows and CHOP-based graduate students) and foster diversity.