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COEUS Lessons Learned

COEUS Lessons Learned. JHU School of Medicine Office of Research Administration February 2007. Lessons Learned (from Feb 5, 2007 RO1 submissions). 1. Personnel (slides 3-20) 2. Modular Budgets (slides 21-26) 3. Budgets w/subcontracts (slides 27-36) 4. Narrative types (slides 37-42)

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COEUS Lessons Learned

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  1. COEUSLessons Learned JHU School of MedicineOffice of Research AdministrationFebruary 2007

  2. Lessons Learned (from Feb 5, 2007 RO1 submissions) • 1. Personnel (slides 3-20) • 2.Modular Budgets (slides 21-26) • 3. Budgets w/subcontracts (slides 27-36) • 4. Narrative types (slides 37-42) • 5. Human subject approvals/exemptions (slides 43-47) • 6. Optional forms (slides 48-51) • 7. Other items (slides 52-64) • 8. ORA Submission (slide 65-70) • 9. Revision/Renewal/Copying Proposals (slides 71-78)

  3. Lessons Learned 1. Personnel • Proposal Detail Screen –“Investigator tab” • Only the Principal Investigator should be added under the Investigator tab • Certify investigator

  4. Lessons Learned 1. Personnel (cont) • “Proposal Detail Screen – “Key Person” tab • Add all other key personnel • Add collaborators/other significant contributors • Other significant contributors (will not default into the senior/key person section of the RR budget form. If you want them to appear, you must add them to the “personnel for line item” and assign them a % effort) • Add non-JHU Key Persons (i.e., PI’s from any subawards) • Change “Role” of person

  5. Manually change the role of Key Persons

  6. Lessons Learned 1. Personnel (cont) • “Proposal Detail Screen – “Key Person” tab “Running Man” Icon OR “Edit” > “Proposal Persons” • Upload biosketch • Investigator, key persons, collaborators, other signficant contributors • Change personal info (for this proposal) • Home unit • eRA Commons name • Address • Add degrees (for this proposal)

  7. “Double click” on each person row, Person Detail screen appears

  8. Lessons Learned 1. Personnel (cont) • Rolodex Entries • Non-JHU payroll persons • Create Rolodex • Rolodex ID assigned • Rolodex also used for Organization • Address for performance site

  9. “Maintain” > “Rolodex” Or “Rolodex” Icon

  10. If Person is unknown, select “Cancel” > “Edit” > “Add” OR “Add” icon

  11. Complete Rolodex for non-JHU personnel

  12. Click on magnifying glass to search and change BOTH items to 733 N. Broadway Street Type an asterisk * to search

  13. Lessons Learned (cont)2. Modular Budgets • Create detailed budget in Coeus • Check Modular Budget on Summary page • Select > Edit > Modular Budget • Select > sync • Manually input the following: • Direct Costs less Consortium F&A • IDC Base • IDC Cost

  14. Check Modular Budget Box Select “Edit” Select “Modular Budget”

  15. Coeus “Suggests” the module amount based on the detailed budget Manually change the IDC base and Funds Requested

  16. Lessons Learned (cont) 3. Budgets w/subcontracts Budget file to send to Sub institution and checklist is available on ORA website

  17. Subaward Costs(1st $25K of sub receives JHU F&A) • If total subaward direct costs are less than $25,000 you will need to create several sub budget lines: • UMD Direct $23,395 • UMD F&A $11,318 • Subaward direct expense up to $25,000 • Amount: $23,395 • Subaward F&A expense < $25,000 • Amount $1,665TOTAL OF ABOVE 2 = $25,000 • Subaward F&A expense > $25,000 • Amount $9,653

  18. Lessons Learned (cont)4. Narrative types • R&R Other Project Information Page • 6. Project Summary • Abstract of the project (30 lines maximum) • Coeus Narrative type:Project_Summary • 7. Narrative • A 2-3 sentence (maximum) lay description of the project • Coeus Narrative type:Narrative • 8. Bibliography and References Cited • Coeus Narrative type:Bibliography • 9. Facilities and Other Resources (describe facilities, i.e., lab, clinical, office, computer) • Coeus Narrative type:Facilities • 10. Equipment (describe equipment available for the projecT) • Coeus Narrative type: Equipment

  19. Information from the Coeus Narrative section completes this area on the SF 424 forms

  20. Scientific Section • PHS_ResearchPlan_SpecificAims • Item #2 on the SF424 Research Plan • PHS_ResearchPlan_BackgroundSignificance • Item #3 on the SF424 Research Plan • PHS_ResearchPlan_ProgressReport • Item #4 on the SF424 Research Plan (This is the Preliminary Study/Progress Report) • PHS_ResearchPlan_ResearchDesignMethod • Item #5 on the SF424 Research Plan • NOTE: Create above documents in a word processing program to follow page limit guidelines (25 pages max), then create separate pdf files for each item above.

  21. Information from the Coeus Narrative section completes this area on the SF 424 forms

  22. Narratives (Other) • Do not upload • Table of Contents narrative • Checklist

  23. Lessons Learned (cont)5. Human Subjects • List approval as “Pending” (even if you have an approved protocol. • If project involves human subjects, include the following Narratives: • Target/Planned enrollment table • Inclusion of women and Minorities • Inclusion of children • Protection of Human Subjects

  24. If Human Subjects are involved, you must include narratives for items 8, 9, 10, 11

  25. Lessons Learned (cont)5. Human Subjects • If human subjects are “Exempt” • Under “Special Review Comments Section” • Type the capital letter E and appropriate exemption number (i.e., 1, 2, 3, 4). • No spaces between the capital “E” and exemption number.

  26. For new applications, Select > Pending for Approval If Exempt, Select > Exempt and Under Special Review Comments state “E” and the exemption Number (i.e., E4). No spaces between E and the #.

  27. Lessons Learned6. Optional Forms • Action > Grants.gov > select “Forms” tab: • Manually select to include the appropriate optional forms for your application. • Be sure to select the appropriate budget type. • PHS Modular Budget • If your budget is modular, select this optional form. • RR Subaward Budget • Subaward budgets are not required for Modular applications at time of submission. • Non-Modular budgets should include an uploaded subaward budget. • PHS Cover Letter • If PI includes a cover letter requesting assignment, select this optional form. • RR Budget • If you are submitting a detailed budget with costs >$250K, select this optional form.

  28. PureEdge Documents • Required Components: SF424 (R&R) (Cover component) Research & Related Project/Performance Site LocationsResearch & Related Other Project Information Research & Related Senior/Key Person PHS398 Cover Page Supplement PHS398 Research Plan PHS398 Checklist • Optional Components: PHS398 Cover Letter FilePHS398 Modular BudgetResearch & Related BudgetResearch & Related Subaward Budget Attachment(s) Form

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