Overdraft Report NIH Forms E Department of Medicine Office of Research Administration

Overdraft (OD) Report

OD Report Overview (what hasn’t changed) Due: Last working day of the month for the prior month’s ledger i.e. Due January 31, 2018 for the December 2017 ledger Submission: MSO emails single worksheet Excel OD report to Giti Zarenia prior to deadline Purpose of Change: Streamline OD Report process – from generation to completion to review.

OD Report Changes Effective now for all OD reports due January 2018 and beyond Start with December 2017 ledgers There will no longer be a “template”. Use Financial Reporting Application within QDB to create and add additional columns. Resources: Updated DOM FM Manager Manual chapter: Overdraft Report Overdraft Report Sample

OD Report Change Overview Run same report in FRA within QDB Add 5 additional columns in cells K5 – O5. Column K and M dates should be in format: Mon-YY i.e. Dec-17, Jan-18

Live Demo

OD Report Reminders Explanations should be succinct but thorough. Include $ and dates to explanations of actions whenever applicable. For actions that can be reflected today, i.e. Npears/TOFs, emails, please process prior to submitting OD Report. We do not want to see “Will take action”. We want dates those actions were taken. Avoid excessive acronyms and abbreviations. Submit 1 worksheet per Division regardless of # of FMs in Division. Update explanations on a monthly basis.

NIH Forms E

Effective Date & Main Changes Required for all NIH proposals with due dates on or after January 25, 2018 Main changes (NOT-OD-17-062 / NOT-OD-17-119): New PHS Human Subjects & Clinical Trials Information (HS&CTI) Form Clarification Research Strategy should not duplicate information in new HS&CTI Form Updated appendix policy (NOT-OD-17-098) – list of only 4 allowable items CT related materials must be included in HS&CTI; no longer allowed in appendix unless specifically required in FOA Incorporates grants.gov changes to R&R budget Discontinue supplemental instructions for competing applications & progress reports. All incorporated into NIH Grants Policy Statement.

New Parent Announcements All new parent announcements associated with Forms E There are 2 parent announcement for each activity code Clinical Trial NOT Allowed Clinical Trial REQUIRED

Forms E in Cayuse Be sure to choose the appropriate Comp. ID Forms Set in Cayuse! Do not “Copy” applications. “Transform” them to the new form set

SF424 R&R Forms Other Project Information PHS Human Subjects and Clinical Trials Information Appendix

Live Demo in Cayuse

Resources SF424 R&R Forms E Instructions – especially section G.500 – PHS HS & CTI YouTube: PHS Human Subjects and Clinical Information Form Walk-through NIH’s New PHS Human Subjects and Clinical Trials Information Form PowerPoint NIH’s Annotated Forms E Series Packet NIH Clinical Trial Information Website HS&CTI PDF Fill-able Form Set on DOM ORA Website

Hint & Tips Ask your PIs NOW if they intend on having Human Subjects in their proposals! Allows you AND the PI time to familiarize yourselves with the new HS&CTI forms. If you started a proposal in Cayuse early, i.e. in Forms D, transform application and delete old form set. If PI is proposing a clinical trial, ensure the FOA chosen accepts clinical trials See Section II. Award Information of the FOA Feb 5 will be the first Forms E large deadline. It will be new to all – PIs, FMs, DOM DRA, OCGA & NIH, so there may be complications.

Moral: Start Early!  DOM DRA has 11 proposals (so far) for the February 5th deadline!