2. Welcome to RAIN! Presented by: the folks in RDA with today’s emcee, Simone Waddell Date: October 15, 2015 Research Administration Information Network

3. RAIN Agenda Introduction Updates & timely information: USR OIA: Export Controls TTBD OPAM RATE ORIO SVPR Research & Academic HR USR CTO RFDS OCTRI Q & A Dana Director 2

4. USR - University Shared Resources 3

5. iLab Billing System & The Roll of Research Administrators iLab Billing System 4 USR: University Shared Resources Tabatha Pulliam

6. Department Administrators –Help manage payment information OGA accounts GL accounts Foundation accounts –Help manage lab personnel Do not remove people; instead, end-date 5 USR: University Shared Resources Tabatha Pulliam

7. 6 Questions? corebilling@ohsu.edu 503-418-1772 Website: http://www.ohsu.edu/research/research-cores/ Tabatha Pulliam USR: University Shared Resources

8. OIA –Office of International Affairs: Export Controls 7

9. OIA: Export Controls Jen McCaw New letters to Sponsoring Faculty for J-Visa applicants Same notification/requirements, new document Complies with State Dept. regulations 8

10. Questions? Jen McCaw mccaw@ohsu.edu 503-494-2009 OIA online 9 OIA: Office of International Affairs Jen McCaw

11. TTBD –Technology Transfer and Business Development 10

12. Register today for the 2015 TTBD Awards When: Monday, October 19, 2015 5-8pm Where: Collaborative Life Sciences Building, room 3A001 Registration is freeRegistration is free! Sanjiv Kaul, MD 2014 Business Partnership Achievement Award Recipient 11 TTBD: Technology Transfer and Business Development Andrew Watson

13. Register today for the Fall 2015 MedTech Alliance Meeting When: Wednesday, November 4, 2015 5-7:30pm Where: Collaborative Life Sciences Building, room 3A001 Registration is freeRegistration is free! TTBD: Technology Transfer and Business Development Andrew Watson 12 Carmem Pfeifer, DDS, PhD

14. 13 TTBD: Technology Transfer and Business Development Andrew Watson New Entrepreneur-in-Residence (EIR) program at OHSU Identifying technologies with commercial promise Supporting inventor teams and new startup companies Providing expertise in target markets, product development, and fund raising strategies Two EIRs Robert Masterson, PhDRobert Masterson Richard Rylander, MBARichard Rylander Robert Masterson, PhD Richard Rylander, MBA

15. Questions? Contact TTBD techmgmt@ohsu.edu 503-494-8200 TTBD Website 14 TTBD: Technology Transfer and Business Development

16. OPAM - Office of Proposal & Award Management 15

17. OPAM: Office of Proposal & Award Management NIH Operates Under a Continuing Resolution NOT-OD-15-001 NOT-OD-15-001 Continues government operations through Dec. 11, 2015 As identified under NOT-OD-14-055, NIH will issue non- competing research grant awards below the level indicated on the most recent Notice of Award (generally up to 90% of previously committed level). NOT-OD-14-055 Upward adjustments to awarded levels will be considered after FY 2015 appropriations are enacted, but NIH expects institutions to monitor their expenditures carefully during this period. Pre-Award: Aric Dutelle 16

18. OPAM: Office of Proposal & Award Management Service Level Understanding (SLU) Update Per the recently updated SLU, OPAM has 1 business day to conduct signature authority review and approval, and to submit. Submissions which error upon submission require ½ business day prior to the deadline. With this in mind, please note that no submission received after 2pm on a deadline date (assuming the deadline is 5pm) will be submitted by OPAM, due to workflow and personnel requirements. Pre-Award: Aric Dutelle 17

19. OPAM: Office of Proposal & Award Management InfoEd Update Filenames no longer convert when uploaded. Change filenames before they are uploaded, or on the “Attachment Filenames” link in the Finalize tab. Only use A through Z, 0 through 9 and Underscores, for example: Stockdale_bio or Appendix1 InfoEd: Danny Stockdale 18

20. OPAM: Office of Proposal & Award Management Out Going Subawards: When they get stuck and how to un-stick them. Subaward Request FormsSubaward Request Forms may be returned when: The Subrecipient Commitment Form is missing or incomplete.Subrecipient Commitment Form The budget has issues.budget OGA Project is not yet active. Payment schedule is missing (Fixed price requests) 19 RAIN:1-15-15 Subawards: Jen Michaud

21. OPAM: Office of Proposal & Award Management Requests can be delayed when: F&A and/or Fringe Benefit rates not compliant. Inadequate Scope of Work. Dates not within OGA/Notice of Award period. Budget and request forms amounts do not agree. Subaward requires sponsor prior approval (not yet provided). 20 RAIN:1-15-15 Subawards: Jen Michaud

22. OPAM: Office of Proposal & Award Management Types of Subaward Status in InfoEd:InfoEd Received Request form Department To Subaward GCA for Validation (NEW!) Pending Department Approval/Info. to Proceed Risk Assessment in Process (new agreements only) Pending Signed Agreement from Other Party To AO for Signature (new agreements only) Fully Executed (final status) 21 RAIN:1-15-15 Subawards: Jen Michaud

23. OPAM: Office of Proposal & Award Management For further information, contact: Jen Michaud Subaward Grants & Contracts Administrator 503.494.2379 michauj@ohsu.edu Subawards: Jen Michaud 22

24. OPAM: Office of Proposal & Award Management Reminder: OPE on Taxable Employee Reimbursements OPE costs resulting from untimely submission (> 60 days) of employee reimbursements are not allowable on grants - departments are responsible for transferring these to unrestricted accounts. See CFS Employee Reimbursement Policy for more information.Reimbursement Policy Policy: Charles Resare 23 RAIN:1-15-15

25. OPAM: Office of Proposal & Award Management Announcing the official launch of the new AND improved… OPAM We bring you great site navigation and search features, easier-to-identify OPAM contacts, and better organized OPAM Forms!Forms Cari Benveniste 24

26. OPAM: Office of Proposal & Award Management And, presenting the freshly updated... OPAM Public Website Intended for public use Includes prospective subrecipients page! Cari Benveniste 25

27. RAIN:1-15-15 26 OPAM Staff: Danny Stockdale Gage Hymas Gavin Hamilton Hope Asana Julian Bowman Kim Petersen Lisa Simmons Maksim Ginesin Matt Ziltener Neil Unger Robin Murphy Val Mansur Department Staff: Brianna Duncan Catherine Hogan Chelsea Cowher Cindy Early McDermid Jennifer Reed Margaret Gardner Maria Nash Matthew McCreith Melissa Brewer Nikki Lind Phyllis Klein Rose Masin-Brown Susanne McGlothlin Teresa Newton Thank you! OPAM: Office of Proposal & Award Management Cari Benveniste.. along with OPAM Management, Web Strategies, & all our research community partners!

28. RAIN:1-15-15 27

29. RAIN:1-15-15 28 OPAM: Office of Proposal & Award Management Big thanks to our tireless Project Manager: Cari Benveniste

30. 29 RAIN:1-15-15 Questions? OPAM Central: orserv@ohsu.edu 4-7784 OPAM on O2! OPAM: Office of Proposal & Award Management

31. RATE – Research Administration Training & Education 30

32. RATE : Research Administration Training & Education Margaret Gardner Fall classes Search Research Administration in Compass to find all currently scheduled classes. Compass If you’re interested in a class that’s not scheduled yet, be sure to interest track it. This helps us select dates and frequency of classes! 31

33. Questions? rate@ohsu.edu 503-494-8990 RATE Website RATE : Research Administration Training & Education Margaret Gardner 32

34. ORIO –OHSU Research Integrity Office 33

35. New eIRB Update Went live Wednesday, August 5 th ! Update: New studies only Migration of existing studies – Anticipated November! Will involve 2-4 days of downtime for both systems Keep your eyes open for updates! ORIO IRB: Institutional Review Board David Holmgren 34

36. Reminder of What’s new! IRB Coordinators can’t make changes to the Smart Form for you. HelpText now available – lots of good info: UP’s – PD’s now combined and called ‘RNI’. Routine ‘Close to enrollment’ happens in eCRIS, not eIRB. Terminology Alert! –‘Terminate’ now called ‘Close’ a study, at which point it can be found in the ‘Archived’ list. ORIO IRB: Institutional Review Board David Holmgren 35

37. 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 36

38. IRB Classroom Training* 11:30 to 12:30 p.m. in CHH 3178 Introduction to IRB Thursday, October 15 th (today!) *Register through Compass, more info here.Compasshere 37 ORIO IRB: Institutional Review Board David Holmgren

39. 38 Questions? David Holmgren, IRB Manager holmgred@ohsu.edu 503-880-9126 www.ohsu.edu/researchintegrity ORIO: OHSU Research Integrity Office

40. Integrity Department Nicole Lendino OHSU Code of Conduct Is a focal point for decision-making –Brings together mission, vision, values and policies to guide action –Provides common framework Makes a statement –To ourselves and those we serve about who we are as an organization and what we stand for Self-governance assurance –That we can manage ourselves and have the right priorities as an organization 39

41. Integrity Department Nicole Lendino What’s new in the Code of Conduct update? Highlighted OHSU Core Values Entirely online & Searchable from O2!O2 Phrased overarching principles in terms of specific individual responsibilities New sections on Social Media and Constructive Conflict Resolution New searchable FAQ database on O2!searchable FAQ database 40

42. Updates to Conflict of Interest (CoI) Policy What revisions were made to the CoI policy? –Repealed policies 10-01-001 through 10-01-035 –Replaced with one policy (Chapter 10 of OHSU Policy Manual) Detailed information can be found on the Integrity website.Integrity website Integrity Department Nicole Lendino 41

43. More updates to CoI Policy Financial interests in purchasing decisions Policy on acceptance of gifts extended to all Further clarifications on: –Vendor-funded food and travel –Vendor presence at OHSU –Consulting and other outside activities for marketing & promotional purposes Financial interests that impact patient care Integrity Department Nicole Lendino 42

44. 43 Questions? Nicole Lendino, Assistant Integrity Officer lendino@ohsu.edu Integrity Department

45. Wrap Up Q & A Next RAIN Meeting November 19, 2015, 9:30 – 11:00 a.m. UHS 8B60 Send agenda item requests to: rain@ohsu.edurain@ohsu.edu Or use the RAIN Feedback FormRAIN Feedback Form Everyone 44