1. Welcome to RAIN! Presented by: the folks in RDA with today’s emcee, Dana Director Date: November 19, 2015 Research Administration Information Network

2. RAIN Agenda Introduction Updates & timely information: OPA: Office of Postdoctoral Affairs SVPR TTBD OPAM RATE ORIO Research & Academic HR USR CTO RFDS OCTRI Q & A Dana Director 2 11/19/2015

3. OPA - Office of Postdoctoral Affairs 3 11/19/2015

4. OPA : Office of Postdoctoral Affairs Michael Matrone, Ph.D. Standardized Postdoctoral Appointment Process 1)For all prospective Postdoctoral Researchers or Trainees, send draft offer letters and applicant’s CV to the Office of Postdoctoral Affairs for review. Michael Matrone: matrone@ohsu.edumatrone@ohsu.edu 4 11/19/2015

5. OPA : Office of Postdoctoral Affairs Michael Matrone, Ph.D. Standardized Postdoctoral Appointment Process 2) Add the Office of Postdoctoral Affairs (Michael Matrone, matrone@ohsu.edu) as an FYI on ALL HRE actions for postdoctoral scholars. matrone@ohsu.edu 5 11/19/2015

6. OPA : Office of Postdoctoral Affairs Michael Matrone, Ph.D. Standardized Postdoctoral Appointment Process 3) Enroll all new postdoctoral scholars in the OHSU New Employee Orientation (NEO).New Employee Orientation 6 11/19/2015

7. OPA Michael Matrone 7 11/19/2015

8. Questions? Office of Postdoctoral Affairs Baird Hall 1027 matrone@ohsu.edu 503-346-0361 OPA : Office of Postdoctoral Affairs Michael Matrone, Ph.D. 8 11/19/2015

9. SVPR –Office of the Senior Vice President for Research 9 11/19/2015

10. SVPR: Office of the Senior Vice President for Research Steve Cofield Contracting Triage Analyst is here: Welcome Melissa! 10 11/19/2015

11. Contracting Triage Analyst Role: Triage ambiguous contracts Review contracts and determine the most appropriate office to process Assist departments and contracting offices SVPR: Office of the Senior Vice President for Research Melissa Moore 11 11/19/2015

12. Questions? Melissa Moore Contracting Triage Analyst contract-triage@ohsu.edu moomel@ohsu.edu 503-494-1643 SVPR: Office of the Senior Vice President for Research Melissa Moore 12 11/19/2015

13. TTBD –Technology Transfer and Business Development 13 11/19/2015

14. Sponsored Research & Research Collaboration TTBD: Technology Transfer and Business Development Ruth Epling

15. Research Agreement Request TTBD Notified by PI Officer Reviews/Determines Type of Agreement (SRA, RCA or RSA) Request Info from Investigator (PPQ, Detailed SoW, Budget, F&A, Compliance, Agreement) Info Accurate & Complete? No Draft/Review Agreement Yes Agree to Terms? SBIR/STTR Notified by OPAM Review SBIR/STTR Package TTBD: Technology Transfer and Business Development Ruth Epling

16. Agree to Terms? No Notify PI of Issues Renegotiate Terms Acceptable? No Further Negotiation? Notify PI of Obligations and Restrictions Yes Signatures Yes No Notify PI/Department Abandon Agreement Execute Agreement TTBD: Technology Transfer and Business Development Ruth Epling

17. Questions? Contact TTBD techmgmt@ohsu.edu 503-494-8200 TTBD Website TTBD: Technology Transfer and Business Development Ruth Epling 17 11/19/2015

18. OPAM - Office of Proposal & Award Management 18 11/19/2015

19. OPAM : Office of Proposal & Award Management Changes coming to NIH! NIH recently announced planned changes to policies, forms and instructions. These changes will impact grant applications submitted on or after January 25, 2016 Pre-Award: Aric Dutelle 19 11/19/2015

20. OPAM : Office of Proposal & Award Management Changes coming to NIH Changes include: Updates to application guide instructions for preparing research strategy attachment. “Authentication of Key Biological and/or Chemical Resources” attachment (uploaded in Other Attachments section of R&R Other Project Information form). Additional rigor and transparency questions reviewers will be asked to consider when reviewing applications. Pre-Award: Aric Dutelle 20 11/19/2015

21. OPAM: Office of Proposal & Award Management Changes coming to NIH Inclusion reporting - change in definition of “children”Inclusion reporting Data safety monitoring Appendices - new appendix policy to be issued by spring 2016 Biosketch clarifications Learn more about these changes in Research News or directly from NIH here.Research Newshere Pre-Award: Aric Dutelle 21 11/19/2015

22. OPAM: Office of Proposal & Award Management Additional NIH Information… The NIH has recently reminded us that only changes made to key personnel named in the Notice of Award (not the application) will require NIH prior approval. OPAM will still make note of, and approve changes to, personnel identified as “key” by OHSU, but who are not named in the NOA. Pre-Award: Aric Dutelle 22 11/19/2015

23. OPAM: Office of Proposal & Award Management Changes coming to NSF The NSF has released a revised version of the NSF Proposal and Award Policies and Procedures Guide (PAPPG). The new PAPPG will be effective for proposals submitted, or due, on or after January 25, 2016. Proposal & Award Policies & Procedures Guide (PAPPG), (NSF 16-1). Proposal & Award Policies & Procedures Guide Pre-Award: Aric Dutelle 23 11/19/2015

24. OPAM: Office of Proposal & Award Management Changes coming to NSF Significant changes include: Enforcement of 5pm submitter’s local time across all NSF funding opportunities Implementation of NSF’s Public Access Policy Concurrent submission of proposal certifications by Authorized Organizational Representative (AOR) with proposal submission Implementation of US Government Policy for Institutional Oversight of Life Sciences on Dual Use Research of Concern Submission of Biographical Sketches and Current and Pending Support separately for each senior personnel Pre-Award: Aric Dutelle 24 11/19/2015

25. OPAM: Office of Proposal & Award Management Pre-Award: Aric Dutelle OPAM Holiday Closures Friday, November 27 Thursday, December 24 Thursday, December 31 No institutional signatures will be available on these dates. 25 11/19/2015

26. OPAM Pre-Award Welcomes Maria Nash! 26 11/19/2015 OPAM: Office of Proposal & Award Management Pre-Award: Aric Dutelle

27. OPAM: Office of Proposal & Award Management Subaward Form Improvements Request form Now has total costs. DC/IDC split only shown on the attached budget. Effective 12/1/15 submit to spasub@ohsu.eduspasub@ohsu.edu Commitment form Will no longer require a copy of the audit report. Charles Resare 27 11/19/2015

28. OPAM: Office of Proposal & Award Management Discoverer to Cognos Conversion Update Process: Cari Benveniste Discoverer Replacement – Customer Site 28 11/19/2015

29. Questions? OPAM Central: orserv@ohsu.edu 4-7784 OPAM on O2! OPAM: Office of Proposal & Award Management 29 11/19/2015

30. RATE –Research Administration Training & Education 30 11/19/2015

31. RATE : Research Administration Training & Education Margaret Gardner Upcoming RATE Classes Search Research Administration in Compass to find all currently scheduled classes. Compass Interested in a RATE class that’s not currently scheduled? Interest track it! 31 11/19/2015

32. RATE : Research Administration Training & Education Margaret Gardner New CFS Class for Research Oracle Requisitions: Punch-out Only DATE is TBD Location is in BICC 120/121 Class length is 3 hrs. “Notify me of new sessions” in Compass.Compass 32 11/19/2015

33. RATE : Research Administration Training & Education Margaret Gardner Oracle Requisitions: Punch-out Only Learn the advantages of ordering direct vs. standard orders. Bypass your department Buyer – saving you time! Get your own access to Oracle. No ‘paper’ requests necessary. Get immediate access to OHSU quotes. Comparison shop with access to 7 top Research vendors right from your desktop! 33 11/19/2015

34. RATE : Research Administration Training & Education Margaret Gardner Oracle Requisitions: Punch-out Only Requirements Each attendee must provide the following: Department purchasing account(s) Department Approver name(s) Department financial team information – i.e., Who sets up your budgets? Department receiver - i.e., Who reconciles the incoming orders and submits invoices? 34 11/19/2015

35. RATE : Research Administration Training & Education Margaret Gardner Oracle Requisitions: Punch-out Only Questions? Email Brian Langford at langforb@ohsu.edu.langforb@ohsu.edu Note: There is no class date yet. After interest-tracking in Compass, you’ll receive notification as soon as the date is set.Compass 35 11/19/2015

36. RATE : Research Administration Training & Education Margaret Gardner RATE Community Site Setting up discussion alerts just got easier! Discussion Alerts Link Demonstration 36 11/19/2015

37. RAIN in 2016 New look and web location OHSU Branding alignment Move to internal web presence Echo360 potential: chat, stats, and more. Stay tuned!

38. Questions? rate@ohsu.edu 503-494-8990 RATE Website RATE : Research Administration Training & Education Margaret Gardner 38 11/19/2015

39. ORIO –OHSU Research Integrity Office 39 11/19/2015

40. Update on the New eIRB Initial Data Migration a Success! Up and running 2 days ahead of schedule. Migration of 2,255 studies More than 26,000 documents Around 1.2 million lines of code Only 4 minor migration errors quickly resolved ORIO IRB: Institutional Review Board David Holmgren 40 11/19/2015

41. Update on the New eIRB Nightly Migration Process Underway & Ongoing… Just over 1000 studies with outstanding actions remain in old eIRB. Will migrate to new system nightly, as these actions are completed Goal: All studies migrate to new system over the coming months, and no later than the next continuing review. ORIO IRB: Institutional Review Board David Holmgren 41 11/19/2015

42. Update on the New eIRB Your part in the Migration ProcessYour part in the Migration Process: Joint VA studies and IRQ Information Review your studies Correct any IRQ information or document Archive documents Withdraw old items For detailed and additional instruction, see our Post Data Migration Guidance (Help Sheet) ORIO IRB: Institutional Review Board David Holmgren 42 11/19/2015

43. Reminder of what’s new! IRB Coordinators can’t make changes to the Smart Form for you. HelpText now available with lots of good info. UPs and PDs now combined and called ‘RNI’. Routine ‘Close to enrollment’ happens in eCRIS, not eIRB. Terminology Alert! –‘Terminate’ now called ‘Close’, at which point it can be found in the ‘Archived’ list. ORIO IRB: Institutional Review Board David Holmgren 43 11/19/2015

44. Reminder of what’s new! No longer separate pathways for: Request a Waiver of Oversight to another IRB – answer ‘yes’ to Q7 and provide External IRB info. Future Human Subjects (FHS) – regular study, upload FHS form in lieu of a protocol. Request a Determination (RFD) – regular study, upload RFD form in lieu of a protocol. Repository Only – submit as a regular study with repository only protocol. ORIO IRB: Institutional Review Board David Holmgren 44 11/19/2015

45. Additional Training The IRB is hosting training for the new eIRB in order to provide additional hands-on experience and answer your questions. Enrollment for training is required through Compass.Compass You may contact the IRB at irb@ohsu.edu to request training for your specific department.irb@ohsu.edu Thanks again to the Research Community for your help in making this a great new system for everyone! ORIO IRB: Institutional Review Board David Holmgren 45 11/19/2015

46. IRB Classroom Training 11:30 to 12:30 p.m. in CHH 3178 Introduction to IRB Thursday, Nov. 19 th (today!) Thursday, December 3rd Registration through Compass, more info here.Compasshere ORIO IRB: Institutional Review Board David Holmgren 46 11/19/2015

47. Questions? David Holmgren IRB Manager holmgred@ohsu.edu 503-880-9126 www.ohsu.edu/researchintegrity ORIO: OHSU Research Integrity Office 47 11/19/2015

48. Wrap Up Q & A Don’t forget: No RAIN in December! Next RAIN Meeting January 21, 2016, 9:30 – 11:00 a.m. In UHS 8B60 Send agenda item requests to: rain@ohsu.edurain@ohsu.edu Or use the RAIN Feedback FormRAIN Feedback Form Everyone 48 11/19/2015