Grant Support and PlanningInformation Services presents

Today

• 9:00am - 9:10am• Welcome

• 9:10am - 9:40am• Grant Writing Introduction

• 9:40am - 10:10am• Systems (Kuali & PIVOT)

• 10:10am - 10:40am• Data Management Planning

• 10:40am - 10:55am• Grant Writing/Technical

Writing

• 10:55am - 11:10am• Docusign

• 11:10am - 11:30am• Training

• 11:30am - 12:00pm• Boilerplate & Q&A

• 12:00pm - 1:00pm• Lunch

Introductions

Coleen SanteeDeputy CIO, Information Services

Jim RaberInterim Executive Director, Information Services

Research & Sponsored ProgramsLori Burchard, Director (lburchar@kent.edu)

Diana Skok, Assistant Director (dskok@kent.edu)Mark van ’t Hooft, eRA Support Analyst (mvanthoo@kent.edu)

What We Do

• Identify external funding opportunities.• Assist with proposal development, authorization, and submission.• Review proposals for compliance with program guidelines and

university policies.• Accept awards and negotiate terms/conditions.• Coordinate with grants accounting for financial management and

reporting.• Assist with implementation of grant awards including budgeting,

reporting, and compliance with all terms/conditions.• Provide training and guidance on all stages of the process.

What is a Sponsored Project?

• Any externally funded research or scholarly activity that has a defined scope of work or set of objectives, which provides a basis for sponsor expectations.• This can include research, demonstration, instruction, training,

curriculum development, community and public service, or other scholarly activity.• Involves funds, materials other forms of compensation, or

exchanges of in-kind efforts under awards or agreements.

Sponsored Project Conditions

• Submitted in response to an RFP (Request for Proposal) or similar solicitation.• Specific line of scholarly or scientific inquiry typically documented in a

statement of work.• Includes a set of objectives which provides basis for sponsor expectations.• Commits university resources, such as personnel effort or use of equipment,

facilities, etc.• Includes a detailed budget.• Involves the use of human subjects, laboratory animals, radioactive or

hazardous materials, recombinant DNA, carcinogens, pathogens, or proprietary materials.

• Agreement between sponsor and university.• Specified period of performance.

Sponsored Project Conditions - Continued

• Expected deliverables, such as reports, financial accounting, or intellectual property ownership.

• Requirement for specific formal fiscal reports and/or invoicing.• Restricts or monitors publications or use of results or calls for protection of

confidential information.• Addresses disposition of property resulting from the project such as equipment,

records, activity reports, theses and dissertations, rights in data, software, copyrights, inventions or research-related materials.

• Specifies fiduciary responsibilities such as adherence to a budget, project audit, payment contingencies, return of any unexpended funds at the end of the project.

• Sponsor is involved in making decisions regarding the project or stands to benefit from the work.

Sponsored Project Process

Finding Support(Funding)

Proposal Preparation

Project Performance

Resources at Kent State

• COS Pivot funding opportunity search• Kuali Research

• Manage lifecycle of sponsored projects• Proposal development and approvals

• Grants.gov• Source to find and apply for U.S. federal grants (26 grant-making agencies)• Institutional applicant account

• Support for various agency Electronic Research Administration (ERA) Systems

Proposal Preparation Process

10+ Business Days Before Deadline

Inform OSP you plan to submit a proposal

5 Business Days Before Deadline

Budget complete and proposal is routed in Kuali

2 Business Days Before Deadline

Internal approval obtained; Final attachments to OSP

Sponsored Programs Regulations

• Federal regulations• Uniform Guidance – 2 CFR 200• Federal Acquisition Regulations (for contracts)

• State law and regulations• Agency policy• Award specific terms and conditions• University policies and procedures• The most stringent regulations apply

Other Opportunities & Resources

• Institutional Funding• University Research Council

• Colleges

• Kent State University Foundation annual grant

• Student Research• SURE (Summer Undergraduate Research Experience)

• Sophomore Research Experience

• Undergraduate Symposium on Research, Scholarship, and Creative Endeavors – April 5, 2018

• Find a Researcher database: www.kent.edu/researcher/find-researcher

• Research & Innovation Forum – April 16 Ballroom Balcony 4:00-6:00

Questions?

Contact Sponsored Programs if we can provide any assistance

www.kent.edu/sponsored-programs207 Schwartz Center

330-672-2070

COS Pivot & Kuali ResearchSearch for Grant-Funding Opportunities

Prepare Proposal Submissions

COS Pivot: Funding Opportunities

• One of the most comprehensive sources of funding available on the Web

• Multi-disciplinary in scope• All categories of sponsors, public and private

• Over 11,500 national and international sponsors including government agencies, private foundations, corporations, non-profit organizations etc…

• Updated daily

COS Pivot: Funding Types

• Research • Artistic Pursuit • Prize or Award • Collaboration or Cooperative

Agreement • Program, Curriculum

Development or Provision • Publishing or Editorial• Equipment, Materials, Facility

• Training, Scholarship, Fellowship • Facility Construction or Operation • Travel • Meeting, Conference, Seminar • Visiting Personnel • Postdoctoral Award• Dissertation or Thesis

COS Pivot: How to Access

• http://pivot.cos.com• https://www.kent.edu/sponsored-programs /funding-

opportunities• Flashline Research/Kuali Channel

COS Pivot: How to Access

• Subscription-based service; free access to all Kent State faculty, staff, students.

• Perform basic and advanced searches.

COS Pivot: How to Access

• Create a user account to take advantage of many features beyond searching. Use your Kent State email address to register!

• Maintain a User Profile that links you to other researchers and funding opportunities• Save and Share Search Results• Save, Tag, and Share Individual Funding Opportunities in two lists• Receive customized weekly updates

http://pivot.cos.com

Kuali Research: Overview

• Electronic proposal preparation• Budgeting• Certifications• Approval Routing• System-2-System Submissions (e.g. NIH)

• Award management

Kuali Research: How to Access

• https://kent-prd-res.kuali.co• https://www.kent.edu/sponsored-programs/proposal-resources• Flashline Research/Kuali Channel

Kuali Research: How to Access

• Kent State University faculty, staff, student with active employment relationships have access. Others can be added manually.• The Office of Sponsored Programs will (help) set up your proposal

and provide instructions for sections to be completed by you.

https://kent-prd-res.kuali.co

Need Help?

• COS Pivot:• Support/Help materials provided on Pivot website, including a Quick Start Guide and

video tutorials.• https://www.kent.edu/sponsored-programs/funding-opportunities

• Kuali Research:• kuali-research-help@kent.edu• https://www.kent.edu/sponsored-programs/kuali-research-resources

Proposal Preparation ResourcesSponsored Programs PreAward Services

Proposal Preparation Resources

• Sponsored Programs:• Public Funding: Federal, State and Local Government• Principal Investigator Initiated Research Proposals (eg, American Heart Association,

National Multiple Sclerosis Society, American Diabetes Society)

• Foundation Relations:• Private Funding: Foundations and Charitable Organizations• Primarily Public Service including Academic Support and Instruction

CONTACT SPONSORED PROGRAMS FOR PROPOSAL SUPPORT:330-672-2070

Proposal Preparation Resources

• Sponsored Programs• Review guidelines• Develop budget• Assistance with budget narrative

(financial language)• Compliance checking• Assistance with forms• Proposal submission

• Foundation Relations• Review guidelines• Grant Writing• Review and edit of narrative text• Will “shop” your project to private

funders• Compliance checking• Assistance with forms• Proposal submission

Proposal Preparation Resources:Assistance with Electronic Submission

• AGENCY ALPHABET SOUP:

• eCommons eBRAP PAMS grants.gov FLUXX• Fastlane Workspace ASSIST Formstack• NSPIRES HIE Research.gov NIWR ARTIE

and multiple private and program specific grant portals…..

Proposal Preparation Resources

• Proposal is comprised of many documents:• Abstract• Narrative• References• Budget Narrative• CV’s or biosketches• Facilities and Other Resources• Human Subjects • Authentication of biologicals and chemicals• Vertebrate Animals• Other Agency Specific and ….

The Data Management Plan

• National Science Foundation began requiring a Data Management Plan effective January 2011.

• Many agencies have since added Data Management Plan as required element of all proposals (NASA, DOE, ED, NIH)

Data Management Plan

1. Types of Data2. Standards Used for the Data3. Policies for Data Access and Sharing4. Policies and Provisions for re-use, re-distribution and production

of derivatives.5. Plans for Archiving

Budgeting for your Data ManagementAllowable, Allocable and During the Project Period

• Allowable

• Specialized hardware/software• Technical Staff/Salary Support• Purchased Services from Outside

Vendors Data storage and indexing of dataData archiving/storage costs

• Not Allowable

• General office hardware/software• Interdepartmental Charges or “Fees”• General IT Support• General storage

Data Management PlansMichael HawkinsResident Library

Head, Map Library

The Data Management Plan

• National Science Foundation began requiring a Data Management Plan effective January 2011.

• Many agencies have since added Data Management Plan as required element of all proposals (NASA, DOE, ED, NIH)

• NSF will not evaluate any proposal missing a DMP• May be up to two pages long• PI may state that project will not generate data or samples• DMP is reviewed as part of intellectual merit or broader impacts of

application, or both• Costs to implement DMP may be included in proposal’s budget

Data Management Plan

• 1. Types of Data• 2. Standards Used for the Data• 3. Policies for Data Access and Sharing• 4. Policies and Provisions for re-use, re-distribution and production

of derivatives.• 5. Plans for Archiving

What is meant by “data management”?

Fundamental Practices• File Organization• Data Documentation• Reliable Backups

Data lifecycle• Digital Sustainability• Scholarly Communication• Data Publishing• Research Impact

Upfront Decisions for Researchers

• What is the expected lifespan of the data?• Besides the researcher(s) on the project, who else should be given

access to the data? • Does the dataset include any sensitive information?• Who owns or controls the research data? • Should any restrictions be placed on the dataset? • How are the data stored and preserved?

Upfront Decisions for Researchers

• How might the data be used, reused, and repurposed? • How is the data described and organized?• Who are the expected and potential audiences for the datasets?• What publications or discoveries have resulted from the datasets?• How should the data be made accessible?

Data Management Plan

• THE DATA MANAGEMENT TOOL:

https://dmptool.org/

Data Management Plan

• Data Management Plan Tool

Data Management Plan

Data Management Plan

Data Management Plan

Data Management Plan

Data Management Plan

Data Management Plan

• Data Management Tool Disclaimer:

• PUBLIC PLANS ARE PLANS CREATED USING THE DMPTool AND SHARED PUBLICLY BY THEIR OWNERS. THEY ARE NOT VERIFIED FOR QUALITY, COMPLETENESS, OR ADHERENCE TO FUNDER GUIDELINES.

Other resources

• Librarians• Library guides• Other online tools -

IS Division Grant Writing/Technical Writing

AssistancePhil Thomas

Information ServicesMarch 16, 2018

By Philip ThomasNetwork Architectplthomas@kent.edu

Where the Fun Begins?

We want you to Select Option 1

What can IS do for you?

Support Letters

We can help Provide Regional Campus Support.• Dean Letters of Support• CIO IT Support Letter• Security Sign Off and Support Letter• Other required Technical letters of support.

Technical IT Research and Design

We can help you design a IT solution to support your Research needs. Address Security Issues.

We can help you design a IT solution to support your research needs.

Address Security Issues.

Help with reviewing, IT sections of Grants

IT Equipment Quotes

Post Grant - IT Equipment RFP/RFQ Assistance

Post Grant IT Support and Set up.

Post Grant Consulting and Support

Tier 1 ISP Engineering Team Dhaka Bangladesh

Docusign –Electronic Signature Platform

Matthew PahlsInformation Services

March 16, 2018

DocuSign - Vision

To empower Kent State to send, sign, and manage documents anytime, anywhere, on any device with confidence. DocuSign replaces printing, faxing, scanning and overnighting documents with a way to make every approval and decision digital.

DocuSign - Benefits

• Digitally sign documents anywhere from any device• No faxing, scanning or copies needed; all instant and

electronic• More secure than paper documents / complete audit trail is

maintained• Quick & easy to use; will decrease processing time• Sustainability value added by eliminating over 140,000

paper transactions in 2017.• Ability to legibly read documents

DocuSign - Benefits

• Get Started Immediately

• Replacing public facing PDFs

• Enhanced Student Services

• Reduce Risk

• Supported Full Mobile Enablement

• Accelerate Turnaround Time for Research Grants

DocuSign - Use Cases

• Student application• Financial aid and scholarships• Transfer requests• Student petitions• Interdisciplinary applications • Requests for postponement

• FASFA forms• Grant Requests• Scholarship requests• Change in major• Title IV authorization • Travel request forms

DocuSign - Human Resources

• HR Records, Career Exploration & Development, Talent Acquisition & Academic Personnel

• 60% of documents are completed under one hour

• Average completion of a hire went from weeks to 1.5 days

• Total digital pages collected 199,937

• Total envelopes sent = 3050 (faculty, staff, students)

• Files are automatically moved from DocuSign to shared drives for processing

DocuSign - Use Cases

• DocuSign University- Self Study• Signer Courses• Sender Courses

• Onsite training “COMING SOON”

DocuSign - Accessing the platform

STEP 1

Discovery

Formal project request

-or-support.kent.edu

STEP 2

Document Gathering & Preparation

STEP 3

Agile Project Management

STEP 4

Execution

Onboarding, Testing,

Promotion

STEP 5

Production

“Go Live” and Refinement

DocuSign - Demonstration

TrainingTom Mahon

Information Services March 16, 2018

Where to find us

• Federated Support Team• Online Service Catalog

• http://support.kent.edu/ (Service & SupportàTechnology for Faculty Research)

• Research Colloquia Site• https://www.kent.edu/is/2018KSRC

Questions/Comments?