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Sponsored Program Activity Types Sponsored Program Activity Types

Sponsored Program Activity Types - PowerPoint Presentation

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Sponsored Program Activity Types - PPT Presentation

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

activity amp osp sponsored amp activity sponsored osp program research types rates type sage federal system costs project 2014

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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

!!