Executive Steering Committee October 2, 2012 Today’s Agenda Brief Review Project Status and...

Executive Steering CommitteeOctober 2, 2012

Today’s Agenda

• Brief Review• Project Status and Roadmap

Reviews• eCOI• Animal Research• Pre-award• Portal

• Research Portal Demonstration• Goals for next quarter

RESEARCHER HANDBOOK guide for navigating the research enterprise

NEW INITIATIVES TO TRANSFORM RESEARCH ADMINISTRATION

• Reduce Cumbersome Administration

• Business Process Improvement

• Simplify the Ability to Connect with OVPR

• Streamline Electronic Processes

• Easy Access to Information

Initiatives

eRA

Researcherhandbook

Education/Orientation

Websites

PartnersFaculty Advisors

eCOI

Status Update• Implemented Conflict of Interest (COI) Disclosure

for UI Health Care, Continuing Medical Education (CME), Provost and Conflict of Interest in Research (COIR) Offices

• Disclosure Met Most Faculty Conflict of Commitment (COC) Reporting Obligations

Metrics• 10,200 Disclosures• 850 Disclosed External Relationships• 110 Faculty with Significant Financial Interests

eCOI

Next Steps • Update 2013 Disclosure Form • Expand Functionality to Meet All Faculty

COC Disclosure Requirements • Enhance Administrative and Reporting

FunctionalityApr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Annual Disclosures

Financial Interests In Research

2013 Disclosure Form Updates and Enhancements

Reporting

Conflicts Management Administration

2014 Disclosure Form Update and Enhancements

Supplemental questions

Subcontractor External Disclosure

IFI Funding Forms Integration

HawkIRB Protocol Renewal Integration

* = Effort continues into 2015

- Next Deliverable Milestone

eCO

I

2012 2013

Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q42014

Q1 Q2 Q3

2013 Disclosure Forms

Reporting

Conflicts Management Admin

HawkIRB Renew

IFI Funding Int

Subcontractors


Suppl Questions

Anual Disclosures

Financial Interest in Research

Animal Research

Status Update

eIACUC (Animal Protocol)• Program Assistant Conversion Launched• Demographics Module Programming Initiated• Research Procedure Templates

Under Development

ARIS (Financial/Operations)• Phase I Enhancements Continue• Phase II Project Planning Initiated

Animal Research

Next StepseIACUC• Complete Demographics Module • Complete Research Procedure Templates• Scope/Initiate Programming for First Species Form

ARIS • Develop Phase II Project Charter and Scope• Establish Stakeholder’s Group• Complete Phase I Enhancements

Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Species Form Question Review

Form Administration Framework

Program Assistant Conversion

Demographic Information Capture Form

First Species Form

All Species Forms

Form Workflow and Review Process

Meeting Management

Reporting

Compliance Monitoring

ARIS - Animal Operations Phase II Enhancements



Ani

mal

Res

earc

h

2012 2013Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4

2014Q1 Q2 Q3

All Species Forms

Form WF

Meeting Mgmt

Reporting




First Species Form

Demographic Info

Prog Asst Conv

Monitoring

Pre-Award

Status Update• Alternate Paper Routing Form• Workflow to paper option released

• Document Archive • Paperless document retention

• Non-Monetary Routing Form • Project documentation and data mapping

completed

• Deferred maintenance • Improved efficiency and effectiveness of

current system

Pre-award

Next Steps

Non-monetary Routing Form • Update and transition to Workflow for approvals and assurancesDSP Data Analysis and Modeling Project • Review current Data Fields: definitions, data entry origin, usage

and consistency with non-DSP unitsConsolidated Grant and Contract Log• Combine Grant, Contract and Subaward tracking into one module,

with individualized access/views for non-DSP users

Portal

Status Update• Phase I Completed• Collegiate Research History Reporting • eResearch – new website to navigate electronic

applications • Established Portal Advisory Committee• Benchmarked portal concept with CIC institutions • Developed Portal Prototype• Vetted Portal Prototype with key constituents

Research Portal Demonstration

Portal

Next StepsResearch Application Links• Develop framework for maintaining links for research

applications• Develop framework for Action Items integration• Create Announcements management frameworkSingle Sign On• Implement single-sign on infrastructure for research applicationsInitial Application Integration and Drill Down• Develop framework for expandable content• Implement top priority expandable content

Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Planning and Initial Design

Prototype development

Integration & Collegiate Reports

Research Application Links Integration

Single sign on (SSO)

Expandable Content - Application Integration and Drill Down

eCOI

Animal research

Pre-Award

Other Application Integration (ePost, HawkIRB, …)

User Profile Favorites

Delegate Integration

Metrics Reporting


Q42014

Q1 Q2 Q32012 2013

Q2 Q3 Q4 Q1 Q2 Q3 Q4


Rese

arch

Por

tal

eCOI - Expandable Content - Application Integration and Drill Down

Animal Research - Expandable Content - Application Integration and Drill Down


Pre-Award - Expandable Content - Application Integration and Drill Down

Planning

Prototype

Int & Rpts

Research Application Links Int

Single Sign On

User Favs

Delagate Integration

Metrics Reporting

High-level PlanApr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Annual Disclosures

Financial Interests In Research

2013 Disclosure Form Updates and Enhancements

Reporting

Conflicts Management Administration

2014 Disclosure Form Update and Enhancements

Supplemental questions

Subcontractor External Disclosure

IFI Funding Forms Integration

HawkIRB Protocol Renewal Integration



Program Assistant Conversion

Demographic Information Capture Form

First Species Form

All Species Forms

Form Workflow and Review Process

Meeting Management

Reporting

Compliance Monitoring


Alternate Paper Routing Form Phase II

Document Archive

Data Analysis and Modeling Project

Non-monetary routing form

Consolidated Grant and Contract Log

electronic Review and Negotiation Workflow

External Sponsor Report Monitoring

Award Notification and Integration*

Planning and Initial Design

Prototype development

Integration & Collegiate Reports

Research Application Links Integration

Single sign on (SSO)


eCOI

Animal research

Pre-Award

Other Application Integration (ePost, HawkIRB, …)

User Profile Favorites

Delegate Integration

Metrics Reporting



eCO

I

Pre-

awar

dRe

sear

ch P

orta

lA

nim

al R

esea

rch

2012 2013Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q4

2014Q1 Q2 Q3

All Species Forms

Form WF

Meeting Mgmt

Reporting


Alt Paper Form


Reporting

Conflicts Management Admin



HawkIRB Renew

IFI Funding Int

Subcontractors


Suppl Questions

eCOI - Expandable Content - Application Integration and Drill Down

Animal Research - Expandable Content - Application Integration and Drill Down


Pre-Award - Expandable Content - Application Integration and Drill Down

Anual Disclosures

Doc Archive

Data Analysis and Modelling

Non-monetary Routing Form

Consolidated Award and Contract Logs

Review and Negotiation Workflow

External Sponsor Report Monitoring

First Species Form

Demographic Info

Prog Asst Conv

Financial Interest in Research

Monitoring

Planning

Prototype

Int & Rpts

Research Application Links Int

Single Sign On

User Favs

Delagate Integration

Metrics Reporting

Next Steps

Project Planning & Infrastructure Goals• Onboard new VPR• Research Metrics• Provide better definition for long duration

activities

Project Specific Goals• eCOI – 2013 Disclosure Updates• Animal Research – Forms, Program Assistant

Conversion, Demographics, and ARIS Project Definition

• Pre-award – Data Analysis and Non-monetary Routing

• Portal – Research Application Links Integration, Signal Sign On (SSO), Expandable Application Content and Drill Down

Executive Steering Committee October 2, 2012 Today’s Agenda Brief Review Project Status and...

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