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Welcome to…RAIN

Welcome to…RAIN. (the meeting formerly known as SPIN). Presented by: the folks in RDA, with today’s emcee, James Trotter. Date: February 16, 2012. Agenda. James Trotter. Intros Updates & timely information from the units:. Export Controls CTO SPA RATE ORIO OHSU Foundation.

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Welcome to…RAIN

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  1. Welcome to…RAIN (the meeting formerly known as SPIN) Presented by: the folks in RDA, with today’s emcee, James Trotter Date: February 16, 2012

  2. Agenda James Trotter • Intros • Updates & timely information from the units: • Export Controls • CTO • SPA • RATE • ORIO • OHSU Foundation • Office of the VPR • RGC • TTBD • CRBO • Research HR • Q & A RAIN: 02.16.2012

  3. Office of the Provost • Export Controls RAIN: 02.16.2012

  4. Office of the Provost: Export Controls Mark Peters What is an Export? Does OHSU Export? • Transfer of technology, information, equipment, software or services to a foreign person in the U.S. or abroad by any means. For example: • actual shipment outside the US • visual inspection in or outside the US • written or oral disclosure • Overseas Travel- Discussions & Technology OHSU Exports to every Foreign National who works or studies on campus RAIN: 02.16.2012

  5. Office of the Provost: Export Controls Mark Peters International Shipments • Any shipment if select agents, equipment, and/or technology may be subject to export controls • THIS INCLUDES DNA OR COMPONENTS OF SELECT AGENTS http://www.ohsu.edu/xd/education/office-of-export-controls/controlled-agents-list.cfm DO NOT SHIP WITHOUT APPROVAL FROM EXPORT CONTROLS! RAIN: 02.16.2012

  6. Office of the Provost: Export Controls Mark Peters University Exemptions from Export Controls • Frequent references to “FRE” or “fundamental research exemption” in export control compliance • Regulations actually contains three separate, distinct exemptions applicable to universities and their work: • “Published information and software” • “Fundamental research” • “Educational information” • Many situations in university settings may blend or combine aspects of more than one exemption • Activity may be exempt even if not “fundamental research” EXEMPTIONS DO NOT APPLY RAIN: 02.16.2012

  7. Office of the Provost: Export Controls Mark Peters What are the penalties for ignoring export controls? • The penalties for non-compliance are severe. Fines can reach up to $1 million (for Universities and Individuals) for each civil violation of an EAR, ITAR, or OFAC regulation. • Criminal penalties for willful misconduct can also result in up to 10 years of imprisonment or $1 million fine for each violation of an EAR, ITAR, or OFAC regulation for researchers and administrators. • Violations are for the individual and the institution! (No Universities have been fined) RAIN: 02.16.2012

  8. Office of the Provost: Export Controls Mark Peters International Shipping & Export Control • If the materials are either being received from, or shipped to a foreign country, an export control license may be necessary. If in violation, the signatory may be personally responsible and subject to fines, and both civil and criminal penalties. RAIN: 02.16.2012

  9. Office of the Provost: Export Controls Mark Peters RAIN: 02.16.2012

  10. Office of the Provost: Export Controls Mark Peters Mark Peters Export Compliance Officer www.ohsu.edu/export petemark@ohsu.edu (503) 494-0137 Thank you! RAIN: 02.16.2012

  11. CTO • Clinical Trials Office • Oregon Clinical & Translational Research Institute (OCTRI) RAIN: 02.16.2012

  12. OCTRI: Oregon Clinical & Translational Research Institute Darlene Kitterman CRMS New Name! • eCRIS (electronic Clinical Research Information System) • Submitted by Jeffrey Jensen, MD RAIN: 02.16.2012

  13. OCTRI: Oregon Clinical & Translational Research Institute Darlene Kitterman Project Status • Completed Work • Study Startup • Study Management • Subject Tracking • Remaining Work • Invoicing/Payment Terms • Interfaces • Reports • User Testing RAIN: 02.16.2012

  14. OCTRI: Oregon Clinical & Translational Research Institute Darlene Kitterman Roll-Out Schedule • June 4, 2012 (Go-Live) • Big Brain training available to all users • Knight Cancer Institution begins migrating ongoing studies • July 1, 2012: Knight begins mandatory use of eCRIS • October 1, 2012: Open eCRIS for optional use to remaining Research Community • January 1, 2013: All new studies prospectively consenting subjects submitted to IRB as of January 1, 2013 require eCRIS • June 1, 2013: Target deadline for all existing studies involving prospectively consented subjects to be migrated to eCRIS RAIN: 02.16.2012

  15. OCTRI: Oregon Clinical & Translational Research Institute Darlene Kitterman Studies Required to Use eCRIS • All studies prospectively consenting subjects • Excludes studies that involve a single sample collection • Other studies may use the eCRIS, but are not required • All funding sources (and unfunded) • Industry: • All: Budget, visit schedule, contract, department approval (aka, PPQ), invoicing, subject tracking • If clinical services: research billing review/approval, clinical services approval (aka, research rate request) • Non industry: No budget or department approval (done in InfoEd at grant submission), or contract (N/A) RAIN: 02.16.2012

  16. SPA • Sponsored Projects Administration RAIN: 02.16.2012

  17. SPA: OHSU Sponsored Projects Administration James Trotter New NIH Policy on Efficient Spending Related to Grants Supporting Conferences and Meetings • Direct charges for meals/food and beverages are unallowable • Applies to R13s and U13s for FY 2012 effective the date of this notice (Jan 27, 2012) • Other conference grant mechanisms will be considered on case by case basis http://grants.nih.gov/grants/guide/notice-files/NOT-OD-12-041.html RAIN: 02.16.2012

  18. SPA: OHSU Sponsored Projects Administration James Trotter Stipend & tuition levels have been announced for FY 12 • FY 2012 awards issued at FY 2011 levels will be revised to increase the stipend category • For trainees already appointed to FY 2012 budget period, stipends must be adjusted to reflect the new level when revised award notice is received • Amended appointments must be submitted through xTrain http://grants.nih.gov/grants/guide/notice-files/NOT-OD-12-033.html RAIN: 02.16.2012

  19. SPA: OHSU Sponsored Projects Administration James Trotter OHSU/AFSCME Merit Based Pay Pilot Project-SPA Participation • A brief survey was sent to all ADFM, PDFM, CRCs and post award contacts asking for feedback on all of the SPA analysts. • Final day to submit survey is tomorrow (Friday, Feb 17th) • Thanks to all who participated!  RAIN: 02.16.2012

  20. RATE • Research Administration Training & Education RAIN: 02.16.2012

  21. RATE: Research Administration Training & Education Margaret Gardner Upcoming Courses! DHHS (Dept of Health and Human Services) Salary Cap Tuesday, February 28, 2012 – Marquam Hill Clinical Trials – Pre-Award and Post-Award Thursday, March 22, 2012 – Marquam Hill Registration & Details on the RATE webpage: http://www.ohsu.edu/xd/research/administration/rate_courses.cfm RAIN: 02.16.2012

  22. ORIO • OHSU Research Integrity Office RAIN: 02.16.2012

  23. ORIO: OHSU Research Integrity Office Ames Elliot The VA IRB Agreement has been finalized! • Under this agreement, the OHSU IRB will serve as the single IRB for all studies that would have previously been reviewed by both the VA and OHSU IRBs. •  We are planning for a May 1st launch date.  RAIN: 02.16.2012

  24. ORIO: OHSU Research Integrity Office Ames Elliot IRB Brown Bags: 2/23 – Minimal Risk Research  3/22 – PI Eligibility and Research Collaborations http://www.ohsu.edu/xd/research/about/integrity/irb/index.cfm RAIN: 02.16.2012

  25. ORIO: OHSU Research Integrity Office Ames Elliot 2/16 – Intro to IRB Review 3/1 – eIRB 101 3/15 – eIRB 201 http://www.ohsu.edu/xd/research/about/integrity/irb/eirb_info.cfm RAIN: 02.16.2012

  26. ORIO: OHSU Research Integrity Office Ames Elliot Integrity Week 2012 April 30th to May 4th Last year… RAIN: 02.16.2012

  27. OHSU Foundation RAIN: 02.16.2012

  28. OHSU Foundation: Sarah Panetta, VP Development • OHSU Foundation • Fundraising at OHSU • Corporate & Foundation Relations • Future RAIN OHSUF topics An Overview RAIN: 02.16.2012

  29. OHSU Foundation: Sarah Panetta, VP Development Fast Facts • Exists solely to support OHSU • Reports to OHSU Foundation Board, which includes university president as a member • Serves as receiving entity for philanthropic gifts made to OHSU • Provides staffing resources to Doernbecher Children’s Hospital Foundation through a shared services agreement • Has received clean audits for 17 years in a row RAIN: 02.16.2012

  30. OHSU Foundation: Sarah Panetta, VP Development Looking Ahead • OHSU has charged the combined foundations with raising $100 million/year sustainably, starting with fiscal 2013-14 • From fiscal 2006-7 through 2009-10, we raised an average of $68 million/year (subtracting one $40 million gift and one $100 million gift) • In fiscal 2010-11, we achieved $100.5 million • This included one gift of $10 million and two gifts of $5 million RAIN: 02.16.2012

  31. OHSU Foundation: Sarah Panetta, VP Development OHSU Foundation has access to range of fundraising tools used in multiple combinations • Working with individual donors on personalized proposals • Direct marketing techniques (phone, letters, email, web) • Fundraising events • Gifts & grants from corporations and private foundations Fundraising Mechanisms RAIN: 02.16.2012

  32. OHSU Foundation: Sarah Panetta, VP Development Case in Point: School of Dentistry Building • Outcome: $18M identified in 8 weeks • Leading up to that: • Decades of relationship building • 2 failed attempts to move project forward • Opportunity created to leverage other gifts Vision + Urgency + Donors = Campaign • New goal – raise $16M in three years RAIN: 02.16.2012

  33. OHSU Foundation: Sarah Panetta, VP Development • Outcome: $25M gift ($5M over 5 years, $20M later) • Leading up to that: • Referral from M/M Moore’s advisors • Campus tours and discussions to craft vision • Internal and external negotiations Vision + Urgency + Donors = Campaign Case in Point: Bob & Charlee Moore Institute RAIN: 02.16.2012

  34. OHSU Foundation: Sarah Panetta, VP Development Doernbecher, Pediatrics & Children’s Fundraising Structure BME Knight OCSSB Basic Sciences (lead) Neurosciences Clinical Programs (lead) School of Medicine - Alumni Fundraising School of Medicine Dean’s Priorities Provost’s Funding Priorities (TBD) Center for Ethics Diversity School of Dentistry School of Nursing Casey Eye Institute Diabetes & Metabolism Global Health Nutrition Women's Health Basic and Translational Sciences RAIN: 02.16.2012

  35. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations OHSU Foundation Corporate & Foundation Relations: Updates RAIN: 02.16.2012

  36. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Corporate & Foundation Relations • OHSU Foundation central development team • In FY11, raised more than $22 million from companies and foundations • In FY12, focusing on: • Stewarding previous corporate donors • Building relationships with untapped (inter/national) corporations and foundations, particularly $1M+ giving capacity • Continual process improvement RAIN: 02.16.2012

  37. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Corporate & Foundation Relations • Robust, growing foundation relations program • Historical corporate funding, but no formal program to manage and grow corporate relationships • September 2010, hired Director of Corporate Relations • January 2011, combined corporate and foundation relations into one unit at OHSUF RAIN: 02.16.2012

  38. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Corporate Catalyst Program Partnerships that drive innovation • August 2011, launched Corporate Catalyst Program • Recognizing recent and significant giving $50K+ cumulative in past 5 years • 4,500 corporate donors: less than 5% (125 companies) are recognized as Corporate Catalysts; 80% of giving from this group RAIN: 02.16.2012

  39. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Corporate Catalyst Program • FY13 and beyond: annual recognition program for $25K+ corporate donors • Goal is to steward and cultivate companies for future solicitations • Corporate donors receive additional and consistent levels of recognition and benefits to further engage them with OHSU RAIN: 02.16.2012

  40. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Corporate & Foundation Relations Office • 6 employees • Assist development directors, faculty, and staff in working with and applying to companies and foundations for research and program funding • Identify, cultivate, solicit, and steward corporate and foundation prospects to promote and advance university goals and priorities • Primary focus on OHSU President’s List RAIN: 02.16.2012

  41. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations OHSU President’s List • Includes just over 100 companies & foundations OHSUF staff is actively working with • Requires special attention and internal coordination • Reserved for top institutional priorities • Require relationship building & management • Increase likelihood and success of proposal RAIN: 02.16.2012

  42. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations OHSUF Notice of Intent • Prior to 2012: Clearance & Tracking form • Beginning 2012: Notice of Intent form • What does this mean for you? • OHSU Foundation will continue to process “Notice of Intent” forms and communicate the outcome of that review to the applicant and RGC. • Require that Notice of Intent forms be submitted prior to submission for those companies and foundations on the President’s List, but not for all other organizations. RAIN: 02.16.2012

  43. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations OHSUF Notice of Intent • Purpose of Notice of Intent remains the same • Coordinated submission/limited submission • Background info on OHSU’s relationship and info not found on website • Establish relationship with board or staff • Strategize approach & contact organization • Arrange meetings & site visits • Help write & edit some proposals RAIN: 02.16.2012

  44. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Questions? RFDS Website: Funding Portal Bonnie Schade 503-552-0699 schadeb@ohsu.edu RAIN: 02.16.2012

  45. OHSU Foundation: Bonnie Schade, Director, Corporate & Foundation Relations Stay tuned… Future RAIN topics: • OHSU/F Fundraising Priorities • OHSUF gift administration (agreements, funds, transfers, admin fees) RAIN: 02.16.2012

  46. Wrap Up Everyone Q & A Next Meeting: March 15, 2012 9:30 AM Send agenda item requests to: rain@ohsu.edu Or use the feedback form at: http://www.ohsu.edu/xd/research/administration/rain.cfm RAIN: 02.16.2012

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