8.miceli too small to do it all - ncura region i...

Too Small to Do it All?Effective Partnering to Fill Gaps in

Research AdministrationCara Martin‐Tetreault, Bowdoin College (ME)Penny Miceli, Keene State College (NH) Kris Monahan, Providence College (RI)

Jahnay Pickett, Plymouth State University (NH)Joel Relihan, Wheaton College (MA)

NCURA Region 1 Spring Meeting, 2014 1

Options…When Increasing Staff Size is not an Option

• Out‐sourcing– the contracting out of a business process to a third‐party

• In‐sourcing– looking inside one’s institution to other offices, staff , faculty, and/or librarians to leverage related expertise

• Crowd‐sourcing– Appealing to the “wisdom of the group” to find additional knowledge, expertise, and guidance


KSC2

KSC2 Wondering if including an introductory slide that sort of introduces the 3 themes up front might be helpful?KSC User, 2/4/2014

Out‐Sourcing

Out‐sourcing is the contracting out of a business process to a third‐party

Why out‐source? • Lack of expertise in some areas• Affordable expertise in specialized areas• Ability and feasibility to concentrate on the other crucial processes


Considerations when selecting a consultant

• Level of expertise/knowledge/performance‐oriented• Can you have a good working relationship?• Can the consultant tailor an approach to your goals and to

research administration at a PUI?• Timeline/availability• Does the consultant make clear their flexibility for adjusting

the approach and to receiving feedback?• References from others (particularly from other small

schools)—Get and CHECK them. Ask both performance and relationship oriented questions.

• Ability to travel to you as needed at low cost (proximity)


Outsourcing in Research Administration: Funding Opportunity

Searches• Have faculty prepare 1 page concept paper• Share with consultant (as well as Institutional Advancement in‐sourcing)

• Have consultant do targeted funding search• Give faculty support, but move time consuming task to an expert


Outsourcing in Research Administration: Proposal Writing

Workshops• Outside “experts”, particularly those with faculty experience are new voices

• Get references and past evaluations of consultants

• Attend session(s) yourself to give institutional perspectives

• Consider a series of shorter modules as well as workshops


Outsourcing in Research Administration: IP/TT

• Intellectual Property Management & Technology Transfer (“IP/TT”)

• Keene State/Plymouth State (sister institutions within same system) jointly seek external consultant

• IP/TT—highly technical area, relatively low volume, but important issues

• Working jointly with consultant, we benefit from the work happening for each campus

• Consultant willing to work with us in this way



• Crafting a Request for Qualifications (RFQ) Solicitation– Work within purchasing department procurement process (strict)

– Develop precise descriptions of needs• Seek trusted, knowledgeable others for input

– Merge sponsored research office needs with purchasing office requirements

– Purchasing lead critical throughout• Timetables and justification for outcome based on process



• RFQ: Getting the word out– Get recommendations from trusted others– Create an open and inclusive list– Send out via traditional purchasing avenues & respected individual contacts who may circulate

• Joint institutional selection committee(s)/process– Balance needs of both institutions– Willing to select the same or different firms– Respect of others’ opinions critical– Pre‐rating, then discuss, then select short‐list– In‐person interviews, pre‐rating, discuss, re‐rating…selection


Outsourcing in Research Administration: OTHER POSSIBILITIES

• BENCHMARKING PROJECTS‐Use outsider to compile and make sense of industry standards and best practices at similar institutions

• COMPLAINCE TRAINING PROJECTS Collaborative Institutional Training Initiative (CITI) https://www.citiprogram.org/

• INDIRECT COST NEGOTIATIONS

• IT/Electronic Grants Management‐system development and/or hosting

• Sponsored research office organizational design review/recommendations

• OTHER???????


In‐Sourcing By in‐sourcing, we mean:Looking inside one’s institution to other offices, staff , faculty, and/or librarians to creatively expand your sponsored projects team by leveraging related expertise.

Why in‐source:• Value‐added; match‐maker of existing services• Honor existing expertise of colleagues on campus, engaging

them in something new and interesting• Getting everyone rowing in the same

direction to support sponsored research (campus culture)


In sourcing – Library and Proposal Development

• Bibliography help– Endnote (subscription; workshops)– Zotero (open source; workshops)

• Literature Searches• Data Management Plans

– DMP tool (interactive, free tool)– Science librarian reviews results & offers refinements (avoids disconnect if award comes in)


Insourcing‐ Library IT Record Retention and Public Access

• Scholarly Communication and You• Digital Commons

– Holds metadata– Findable and sharable– Hosts periodic publications related to research– Set up to help faculty manage data– Indexed by Google– Fulfills Public Access requirements– Tracks “hits” on previous research output


Insourcing ‐ IT

• Provide faculty members with a sense of a “team” supporting them

• Small library, small IT= why not facilitatedialogue around an upcoming proposal


Creative Partnering : IRB & IACUC

• Consortial IRBs• Partner with research institution if don’t have the review committee on your campus


Crowd‐sourcing?

An appeal to the wisdom of the group

Why Crowd‐source?• Need action of others in time of crisis


Think of the model of CLASP

• Colleges of the Liberal Arts Sponsored Programs (listserv)

• How can we band together to share information and assistance?


An example fromResearch Compliance

• How would you conduct an investigation into a case of Research Misconduct?

• Does your institution have a dedicated Research Integrity Officer?

• Dedicated Counsel?


The RIO Roundtable

• An association of Research Integrity Officers from neighboring institutions . . .

• . . . receiving guidance from the federal Office of Research Integrity . . .

• . . . but meeting regularly to instruct each other in procedures and to pledge help in a time of crisis.

• [email protected]‐consortium.org (listserv)


Contacts

• Cara Martin‐Tetreault [email protected]• Penny Miceli [email protected]• Kris Monahan [email protected]• Jahnay Pickett [email protected]• Joel Relihan [email protected]


8.miceli too small to do it all - ncura region i...

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