Policies Governing Research                          Updated 12/06/05

University Policy on  Deadlines/Submissions (released 9/9/05)
Divisional Policy on Deadlines/Submissions  (released 9/15/05)

Divisional

The ORS Review Procedures are helpful for new administrators preparing proposals to be routed through the Office of Research Services for divisional endorsement, and eventually, institutional endorsement. In particular some grants have a special routing mechanism called the Blue Folder Process. Please review these procedures. 

Request Divisional Approval for PI Status when a faculty member has an academic appointment that is not inherently PI eligible, yet would like to serve as Principal Investigator on a sponsored project because of an agency requirements or other exceptional case. 
List of PI Eligible Positions

There are certain Justification Statements that are required to be included in proposals, when applicable. These include: 
Faculty Salary Statement - a BSD faculty member is receiving salary support on a grant 
NIH Salary Cap - a faculty member's salary is over the NIH salary cap 
GRA language - a graduate research assistant is receiving support on a project
Sharing of Model Organism Statement - Required on NIH applications when investigators involve the development or use of a model organism or animal model.
CT Effort Reporting - an investigator with clinical trials submits other support information 

Cost Sharing--when costs are not recovered from one source and the expense has to be sharing between more than one source. 

Budget/Regulatory Revisions: If changes are made to the Budget, Budget Narrative/Justification, or changes are made to the science that require additional protocols (humans, animals, Biosafety) after BSD/ORS or URA endorsement of an application, resubmission to ORS is required. Generally, an email detailing the changes and copies of the changed pages are sufficient for review. If significant changes are made, a complete re-review of the application by ORS and URA may be required. Questions should be directed to the ORS reviewer of the initial submission.

All administrators should review the following information regarding cost sharing: Matching or Cost-Sharing Commitments on Externally-funded Proposals

Cost Sharing memos which introduce and clarify the University policy on cost sharing.
Keith Moffat, Deputy Provost for Research Memo
Administrative Implementation Memo

BSD Cost Sharing requests on sponsored projects must come in the form of a memorandum, addressed to Lynda Wolter, and must include the following: the PI, the agency, the reason for cost sharing, the amount to be cost shared, and the account number that will be charged. Please note that with rare exceptions, we do not cost share on federally funded projects. 

Required Education in the Protection of Human Subjects is required for all Key Personnel and individual fellows on competing and non competing applications. Sample language is provided in the link. Human Subjects certificates will no longer be submitted to NIH, but can be routed through ORS/URA for internal review. 

Cross Departmental Approval is required when any Personnel listed on an application or proposals are outside the PI's department. This approval should be requested via email to the relevant department administrator, who forwards the request to the chairman for endorsement. The following template provides the required information necessary to document this approval. Copy the sample text into your email program. 
Cross-dept template.doc

Subawarding

Grant Transfers
Transferring an NIH Grant
Transferring an NSF Grant

Clinical Trials
Data and Safety Monitoring for Clinical Trials
Clinical Trial Budgeting Guidelines

Institutional

Guidelines for Grant and Contract Management, courtesy of University Research Administration, is the comprehensive list of University policies that assist administrators in preparing proposals and managing sponsored projects. New administrators should contact Cyndie Shannon regarding training options and review the following training presentations:

Indirect Costs

Financial Policy Manual is a helpful reference for more detailed policies and instructions regarding the financial operation of the University. Some frequently referenced pages include:   

External

OER: Peer Review Policy and Issues (Review Criteria, Study Section Rosters, etc)
Office of Research Integrity (ORI): Responsible Conduct of Research
Clinical Trials.gov Resource Information

Regulatory Compliance