december 16, 2014research administrators workgroup

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December 16, 2014Research Administrators Workgroup

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Page 1: December 16, 2014Research Administrators Workgroup

December 16, 2014Research Administrators Workgroup

Page 2: December 16, 2014Research Administrators Workgroup

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Agenda

Announcements / Updates (Raquel Espinosa) 

Personnel Transactions SOP

Research Navigator

Pre-award activity (Chanda Robe)

Q & A – All

Page 3: December 16, 2014Research Administrators Workgroup

Announcements/Updates

Page 4: December 16, 2014Research Administrators Workgroup

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2015 Schedule

Date Location

January 20th Howard

February 17th deMarneffe 218

March 17th deMarneffe 218

April 21st deMarneffe 218

May 19th deMarneffe 218

June 16th deMarneffe 218

July 21st No meeting

August 18th NO meeting

September 15th deMarneffe 218

October 20th deMarneffe 218

November 17th deMarneffe 218

December 15th deMarneffe 218

DRAW meetings are held on the third Tuesday of every month from 10:30 to 12 PM.

Above conference rooms may be subject to change. Please see following site for updates:https://partnershealthcare.sharepoint.com/sites/phrmDepartments/hd/mhra/Pages/McLean-Meetings-&-Workgroups.aspx

Page 5: December 16, 2014Research Administrators Workgroup

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Problem Solving – group updates

Group met on 11/13 and focused on the following:

How can we learn from each other and support each other?

1. Create and refine tools or resources that will help the group stay updated and share best practices (SOPs; Research Navigator; Sharepoint site; group emails; DRAW)

2. Notification about system problems (InfoEd and Insight)

3. Reducing pre-award bottleneck (walk-in hours, resources on Research Navigator, creation of Grant Proposal Information Sheet for GAs, review of success rate by PI)

4. GA workload

Next meeting 12/19 at 10 am in deMarneffe 218

Page 6: December 16, 2014Research Administrators Workgroup

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Vision of Excellence Award

Eligibility: employees of McLean or Partners HealthCare who have worked at a McLean campus for at least one year.

Recipients: 12 per year. Nominations are reviewed and awardees selected by the Vision of Excellence Committee.

Award: There will be a reception honoring each awardee with a presentation of a Vision of Excellence certificate. Awardees will also receive a $100 cash prize and a McLean Vision of Excellence lapel pin.

Vision of Excellence page on BrainWaves (McLean Intranet) http://mclean.partners.org/about/honorsAndAwards/voe.aspx

Page 7: December 16, 2014Research Administrators Workgroup

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McL FY15 Provisional Fringe Benefit Rates

 • New FY15 McL Fringe Benefit rates have been

submitted to DHHS for approval.

• When the new rate agreement has been issued, a more complete update will be given.

• Until then the provisional fringe benefit rates below will be charged to all research grants.

• Current Rate agreement is still dated September 13, 2012.

Page 8: December 16, 2014Research Administrators Workgroup

Research Personnel Transactions

Page 9: December 16, 2014Research Administrators Workgroup

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Research Personnel Transactions

• New Standard Operating Procedure for personnel

transactions effective February 1, 2015.

• SOP is posted on the Research Navigator. Please review and provide feedback via [email protected] by January 1st, 2015.

• SOP highlights the process, provides transparency into some of the common challenges, and reinforces controls due to system requirements and compliance regulations.

Page 10: December 16, 2014Research Administrators Workgroup

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Research Personnel Transactions

Some of the Key Points 1. RM will not approve transactions with an effective date

greater than one year from the submitted date. 2. RM will not reactivate a fund number in order to process a

retroactive adjustment. 3. We will not process personnel transactions that alter a Final

Financial Report/Final Invoice unless reviewed and approved by the Research Finance Specialist.

4. Prior to the end date of an existing project period, McL Research Administration must have evidence of a project extension, or request for an advance fund for the next segment, or salaries will be removed.

Page 11: December 16, 2014Research Administrators Workgroup

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5. Effort recertification is required if the change affects a sponsored-research project in a prior effort reporting period. DAs should confirm in the comments, in addition to the over 90 day

justification, that a recertification has been submitted or is in process.  6. Research Post Only (RPO) must be used for all salary allocations impacting research projects, unless the transaction is: Job Code change Salary change Submitted with a future effective date

 7. We will deny all EDC transactions that should have been submitted as an RPO.

Page 12: December 16, 2014Research Administrators Workgroup

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Research Personnel Transactions

Reminder:

SOP is posted on the Research Navigator: https://partnershealthcare.sharepoint.com/sites/phrmResources/news/Pages/Research-Personnel-Transactions.aspx

Please review and provide feedback via [email protected] by January 1st, 2015.

RM is releasing a new SOP for personnel transactions

which will go into effect February 1, 2015.

Page 13: December 16, 2014Research Administrators Workgroup

Pre-award items on Research Navigator

Page 14: December 16, 2014Research Administrators Workgroup

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Pre-award items on Research Navigator

Check out the Research Navigator site for updated news!

Logging into Partners Research Navigator:

Navigate to the public site at http://navigator.partners.org/ and click on Employee Login.

On the Office 365 Login page, enter your primary email address ([email protected]). If you’re not sure what your primary email is, it can be found in Outlook properties preceded by ‘SMTP’ in capital letters. You can also find your primary email by logging into myprofile.partners.org

You will then be directed to a Partners login page, and asked first for your user ID, followed by a page for your password

https://partnershealthcare.sharepoint.com/sites/phrmApply/afff/pp/Pages/Research-Proposal-Components-and-.

aspx

Page 15: December 16, 2014Research Administrators Workgroup

Pre-award updates

Page 16: December 16, 2014Research Administrators Workgroup

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Pre-award Volume

McL Total Submitted Grants Through 12/14/2014

Month Number of Proposals

Oct 39

Nov 34

Dec 10

Grand Total 83

Page 17: December 16, 2014Research Administrators Workgroup

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QUESTIONS?

Contact: Raquel Espinosa

[email protected]

617-855-2868