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

2. Overdraft (OD) Report

3. 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 s single worksheet Excel OD report to Giti Zarenia prior to deadline
Purpose of Change: Streamline OD Report process – from generation to completion to review.

4. 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

5. 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

6. Live Demo

7. 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, s, 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.

8. NIH Forms E

9. Effective Date & Main Changes
Required for all NIH proposals with due dates on or after January 25, 2018
Main changes (NOT-OD / NOT-OD ):
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 ) – 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.

10. 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

11. 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

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

14. Live Demo in Cayuse

15. 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

16. 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.

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