and related eGC1 changes Presented by OSP June 2015 MRAM Lead up to changes coming UW Annual Report Group OSP ORIS GCA OR met in 2014 to discuss solidifying better definitions for sponsored program activity ID: 148437
Download Presentation The PPT/PDF document "Sponsored Program Activity Types" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
Sponsored Program Activity Types
-and related eGC1 changes
Presented by: OSP
June 2015 MRAMSlide2
Lead up to changes coming
UW Annual Report Group (OSP, ORIS, GCA, OR) met in 2014 to discuss solidifying better definitions for sponsored program activity.
At same time, UW reports its sponsored program activity expenditure amounts to the Higher Education Research & Development (HERD) annual survey. All activity is categorized into Primary R&D areas.
This is primary source of information on R&D expenditures at U.S. colleges/universitiesSlide3
Goals: Define Sponsored Program Activity Types
To categorize sponsored program funding for automated reporting (e.g. annual report, federal reporting, etc.)
To make consistent with Major Functions as defined in Federal Uniform Guidance
To update and synchronize activity definitions across eGC1 and Funding Action drop down lists
To assist campus with choosing F&A rate(s) applicable to sponsored programSlide4
Sponsored Program Activity Types -
Where will I find new terms and definitions?
F&A Rate Table (OSP home page tab)
GIM 13
SAGE – New field on eGC1 details
(Funding Purpose will be replaced by Sponsored Program Activity Type)Slide5
All
sponsored program activity types
fall into three Major Functions as defined in the
Federal Uniform Guidance
: Organized Research, Instruction, or Other Sponsored Activity (OSA).
F&A costs are those costs incurred for a common or joint purpose benefitting more than one cost objective that cannot be readily assigned to a particular sponsored project. F&A costs are also referred to as "indirect costs." Examples include electricity, IT, depreciation on buildings, and general departmental administrative
costs.
The University establishes F&A rates to be used when preparing proposal budgets for sponsored program activity. These F&A rates account for the F&A costs that will be incurred to carry out the project. GIM 13 is the official UW policy on F&A rates. For more information on how F&A rates are established, please visit Management, Accounting & Analysis (MAA). How to determine the correct F&A rate to use: Does a Special Case exist for your project? Skip steps 2-5. Select appropriate sponsored program activity type for the project. Select the location(s) where work will be performed. If multiple locations, determine how to split rates. Understand the Base Calculation for your project.
F&A Rates and Base by Location & Activity Type
Organized Research
OSP Website : Facts & Rates – F&A Tab
Text & Link Updates
Links to Explanations
http://
www.washington.edu/research/main.php?page=ospRates&entryTab=2Slide6
OSP Website : GIM 13: Types of Institutional Activity
Basic
Research
Systematic study directed toward fuller knowledge or understanding of fundamental aspects of phenomena & of observable facts without specific applications towards processes or productions in mind.
Included:
NIH R01, R03, R21; SBIR and STTR Phase I; K99/R00
Applied Research
Systematic study to gain knowledge or understanding to meet a specific recognized need.DevelopmentSystematic use of knowledge or understanding gained from research directed toward production of useful materials, devices, systems, or methods, including design & development of prototypes & processes. Fellowship: Research Graduate/ ProfessionalUndergraduate and graduate fellowships focused on training in research techniques.
Examples: NIH, HRSA, AHA Individual Fellowships (F series)
Other Training: ResearchActivities involving training of individuals in research techniques where training is in the same facility as other research & development.
Examples: NIH Research Training Grants (T series)
Organized Research:
All
research & development activities sponsored by federal or non-federal agencies & organizations.
Explanations for Activity Types that fall under the 3 main categories defined by Federal Govt. (Organized Research, Instruction, other Sponsored Activity)
http://www.washington.edu/research/osp/gim/gim13.activity-types.html Slide7
SAGE View – Activity Types
“Funding Purpose” field replaced by “Sponsored Program Activity Type” field:Slide8
SAGE View – Activity Types (cont.)
On click, will show cascading selection: Category
Activity Type
Expand the category, to select the Activity TypeSlide9
Activity Types by CategorySlide10
2
nd
change in SAGE due to HERD survey: Identifying Clinical Trial Phases
Defining phases helps categorize sponsored program funding into R&D categories.
Phases are defined by NIH & will be adopted by UW for guidance.
Phase definitions will be on UW OSP website for reference.Slide11
SAGE View – Clinical Trial Phases
If Activity Type = “Clinical Trial”, then Phase displays and is a required fieldSlide12
Needs identified for future work
Multiple fields for multiple SPA types under one sponsored program.
Multiple fields for multiple CT Phases under one sponsored program.
Modify GIM 13 policy to allow for split rates for split SPA sponsored programs.
SAGE/SPAERC data map one for one into future financial system SPA types, for F&A rate coding/base coding.Slide13
Project Timeline
Date
Who/Where
What
3/2014
Annual Reporting Group
Review of Sponsored Program Activity Types
Analysis4/2014OSP WorkgroupReview of Examples for each SPA TypeAnalysis6/2014-8/2014OSP, GCA and MAAReview of draft categorization and example buildingDrafting8/2014OSP PMSystem Change request to ORISBusiness Requirements2/2015OSP PM /ORISDiscuss system optionsSystem Analysis with ORIS4/2015-5/2015OSP, GCA, ORISSystem Requirements – final Phasing and ID of Future NeedsSlide14
Communication Timeline
Date
Who/Where
What
3/25, 5/27, and 6/4
Research Administration Process Improvement
Team (R
APIT)Presentation and Request for Input3/25: SPA Type Review5/27 and 6/4: Specific Request for Web Usability Feedback6/08OSP WorkgroupPresentationRequest Web Usability Feedback6/10OSP Staff MeetingPresentationRequest Web Usability Feedback6/11MRAM PresentationInform7/07OSP WebContent Published7/07SAGESystem UpdatesSAGE Announcement7/07MRAM Announcement7/07OSP WebAnnouncementSlide15
Thank you
!!