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Brief Notes about the Technology

Public Health Services and Systems Research Grantee Webinar May 12, 2010 to connect to the audio portion of the call, please dial 800 504 8071; PASSCODE 3019854 . Brief Notes about the Technology. Slides: nnphi.org/phssr and via Handouts button at top right

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Brief Notes about the Technology

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  1. Public Health Services and Systems ResearchGrantee WebinarMay 12, 2010to connect to the audio portion of the call, please dial 800 504 8071; PASSCODE 3019854

  2. Brief Notes about the Technology • Slides: nnphi.org/phssr and via Handouts button at top right • Press *6 to mute your line and *7 to un-mute when you wish to speak • Questions: We will take verbal questions at the end of the call

  3. Presenters On the Call • Robert Wood Johnson Foundation (RWJF) • Debra Perez, Senior Program Officer • Tom Andruszewski, Senior Grants Administrator • Administrative Service Organization (ASO) • Nikki Lawhorn, MPP, Research Manager, NNPHI/LPHI • Erica Johnson, Program Coordinator, NNPHI • AcademyHealth • Kate Papa, Senior Manager • Megan Ix, Associate

  4. Purpose of the Call • Overview of RWJF PHSSR initiative • Review of grantee reporting and deliverables • Explanation of grant administration process • Administrative monitoring – NNPHI is the Administrative Service Organization (ASO) • Technical assistance – AcademyHealth • Financial/budgetary assistance – Robert Wood Johnson Foundation (RWJF)

  5. Overview of RWJF PHSSR Program • Context and vision for the grants • Coordinating Center • Role of Coordinating Center and Administrative Service Organization

  6. Grantee Reporting • Semi-annual and Annual Narrative Reports • Collects information on activities and progress toward goals, activities that have not been completed on schedule, other issues you are addressing, and any changes from the planned activities that were described in your proposal • Final Narrative Report • Takes the place of an Annual Narrative Report at the end of the final year of your grant • It is a substantive record of the activities conducted in all the years of your grant and how they met the goals set forth in your proposal. Send Narrative Reports to ASO and grantreports@rwjf.org

  7. Other Deliverables • Initial Project Brief • Submit to ASO • ASO will forward to PHSSR Coordinating Center, AcademyHealth and RWJF • Includes a basic description of and rationale for the project and a summary of the gaps in PHSSR that it will address • Grant Products • Send to grantreports@rwjf.org as soon as the products are available • Reference the RWJF Electronic Submission Standards for details on naming conventions and formatting • Grant products should also be sent to the ASO

  8. Other Deliverables continued • Final Policy Summary • Submit to ASO • ASO will forward to RWJF and Coordinating Center • Developed in the final quarter of the project, it will detail findings from the project, policy/practice implications, and recommendations • Bibliography • Submitted when you file your Final Narrative Report at the end of your grant • Provides a record of publicly available products produced during the life of your project • For additional information see the RWJF Bibliography Formatting and Submissiondocument

  9. Timeline for Deliverables

  10. NNPHI - Administrative Service Organization • NNPHI will: • Serve as the ASO through April 30th, 2011 • Role of ASO is to manage the PHSSR Call for Proposals process • NNPHI will work with the TBN Coordinating Center to release the CFP for the next round of funding • Conduct administrative monitoring of grants • Serve as liaison between grantees and the TBN PHSSR Coordinating Center

  11. Academy Health-Technical Assistance • All issues related to technical assistance will be handled by AcademyHealth • One on one support for data, methods, and other challenges • Grantee Briefings: ‘expert panels’ to help advance or fine-tune project • Dissemination: findings briefs, reports • AcademyHealth will be in touch soon to discuss your project and technical assistance needs

  12. Grantee Community • PHSR Grantee Meeting • June 30, 12:30-3:00pm, Boston, MA • Presentations and discussion on translating, disseminating, and publishing your results • Discussion about an interactive community of PHSSR grantees • Grantee Community Survey • To be sent via e-mail this week

  13. RWJF-Financial/Budgetary Assistance • The following items should be emailed as separate attachments to grantreports@rwjf.org Robert Wood Johnson Foundation • Annual and final financial reports • Requests for budget revisions • Requests for extensions • Justifications for over expenditures • Fact sheet for subcontracts listing subcontractor name, start and end date, amount, scope of work and deliverables.

  14. Financial Reporting • Grantees are required to submit annual and final financial reports • Reports should be sent to grantreports@rwjf.org • Refer to the RWJF Electronic Submission Standards document for information on naming and formatting • Financial reports are due 30 days after the end of each reporting period and at the end of the grant

  15. Over Expenditures • Expenses are expected to follow the approved budget • Funds may be reallocated among existing line items provided they do not exceed the Personnel, Other Direct Costs and Purchased Services budget category subtotal by more than 10% • Expenses should be monitored. If it is necessary to exceed the10% limit, a budget revision must be submitted and approved prior to expensing differently than the approved budget. • Additional information is available in the Grant Budget Revision Guidelines document

  16. Grant Payment Schedule • Grantees will receive a payment equal to 100% of first year’s budget at inception of the award • Upon receipt of the annual financial and narrative reports, grantees will receive up to 90% of the remaining grant budget • A final payment, based on actual expenses, will be made upon receipt of final financial and narrative reports

  17. Unexpended Funds • Unexpended grant funds from a budget period remain in the grant account and are not automatically carried forward • You may request to use unexpended funds from previous budget periods in subsequent budget periods • A revised budget and budget narrative must be submitted that outlines the rationale for the use of the funds prior to expensing differently than your approved budget.

  18. No-cost Extensions • Grantees are expected to complete the project as planned within two years • No-cost extensions are unlikely to be considered

  19. Save the Dates • You are required to attend the AcademyHealth PHSR Interest Group Meeting and PHSR Grantee Meeting • Tuesday, June 29, 2010: 1:30 p.m. – 7:00 p.m. • Wednesday, June 30, 2010: 8:00 a.m. – 3:00 p.m. • Location: Boston, MA • You are required to attend the 2011 PHSSR Keeneland Conference • Dates: April 12-14, 2011 • Location: Lexington, KY

  20. Questions • This Q&A forum is to address general questions about the grant monitoring process

  21. Helpful Links • Grant Instructions • http://www.rwjf.org/grantees/instructionslist.jsp • RWJF Reporting Requirements • http://www.rwjf.org/grantees/grantreporting.jsp • Electronic Submission Standards • http://www.rwjf.org/files/publications/RWJF_ElectronicSubmissions.pdf • Grant Budget Revision Guidelines • http://www.rwjf.org/files/publications/RWJF_BudgetRevisionGuidelines.pdf

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