Federal Demonstration Partnership (FDP) Overview and Mission

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The Federal Demonstration Partnership (FDP) is a collaborative initiative aimed at enhancing the national research enterprise by streamlining the administration of federally sponsored research. Through a unique forum that brings together individuals from universities, research institutes, and federal agencies, the FDP works to improve research processes and standards while reducing administrative burden. Learn about the FDP's mission, core purpose, structure, and key initiatives in this comprehensive overview.


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  1. FDP New Attendee Webinar May 2023

  2. Todays Presenters Jamie Sprague, Cornell University Amanda Humphrey, Northeastern University Jennifer Rodis, University of Wisconsin, Madison

  3. FDP Co-Chairs Alexandra M. Albinak, JD, MBA Associate Vice Provost for Research Administration Johns Hopkins University Michele Masucci, PhD Vice Chancellor for Research and Economic Development University System of Maryland 3

  4. FDP Staff Maria Koszalka, MS, MBA Executive Director Federal Demonstration Partnership mkoszalka@thefdp.org Sara Pietrzak Senior Program Assistant Federal Demonstration Partnership spietrzak@thefdp.org 4

  5. Agenda Overview of the FDP Member Responsibilities What is an FDP Demonstration? FDP Meeting Structure Get Involved Tools Questions 5

  6. FDP Overview

  7. Welcome to Phase VII of the FDP The FDP Mission/Core Purpose: To streamline the administration of federally sponsored research and foster collaboration to enhance the national research enterprise while maintaining high standards of stewardship and accountability. Researchers doing research, not administration

  8. What is the FDP? A cooperative initiative convened by the Government-University- Industry Research Roundtable (GUIRR) of the National Academies of Sciences, Engineering, and Medicine (NASEM). A unique forum for individuals from universities and research institutes to work collaboratively with federal agency officials to improve the national research enterprise. Attendees include federal agency officials and university administrators, faculty, and electronic research administration managers. Convenes and meets three (3) times a year: September, January, and May. 8

  9. Current and Former Demonstrations ExpandedAuthorities Standard Federal Research Termsand Conditions FDP Subaward Agreement Templates Standard Government-wide Terms and Conditions FacultyWorkload Survey FDP Clearinghouse forFinancial Conflict of Interest FDPExpanded Clearinghouse NAS Reports onReducing Administrative Burden

  10. FDP Phase VII Membership 217 Institutional Members 48 Emerging Research Institutions (ERI) (22%) 32 Minority Serving Institutions (15%) o o 10 Federal Agencies NSF, NIH, ONR, USDA, AFOSR, ARO, AMRMC, NASA, EPA and DHS o List available on FDP website http://thefdp.org/default/about/fdp-member-institutions/ FDP website also includes list of official representatives designated by each member organization https://thefdp.org/default/about/fdp-representatives/

  11. Member Responsibilities 11

  12. Institutional Expectations Appoint and ensure Administrative Rep and the Faculty Rep each attend at least two regularly scheduled FDP general membership meetings within each calendar year Keep the institutional profile in the Expanded Clearinghouse up to date and use it for subrecipient monitoring activities (ExpClearinghouse@thefdp.org) Use the FDP subaward templates Required with other FDP members Encouraged with non-FDP institutions Complete an annual report as requested and remit the annual membership dues Maria Koszalka (mkoszalka@thefdp.org) Keep the Institutional Profile on the FDP website up to date Sara Pietrzak (spietrzak@thefdp.org) o o

  13. Representative Expectations The Administrative, Faculty, and Technical Representatives are expected to: Attend at least two regular FDP meetings held in January, May, and September Participate on committees, working groups, and task forces Serve as advocates for their colleagues Share information with institutional partners

  14. FDP Mailing Lists Accessthe mailing list subscription page by clickingon the MailingLists link at the top of the FDP website. Lists are for FDP membersonly FDPMain-L general FDP announcements Members are not automatically added to lists Unsubscribe links are at the bottom of email messages

  15. What is an FDP Demonstration? 15

  16. Demonstrations Have specific objectives and may require an evaluation of outcomes in order to determine suitability for the full FDP Normally involves at least one member institution and may involve a federal agency Must be approved by the appropriate Committee Co-Chairs and/or Executive Committee based on Demonstration type Encompass five activity groups: Exploratory Initiative, Study, or White Paper Development Tool or Guidance Document Survey Pilot project Ongoing Projects

  17. Demonstration Types Exploratory Initiative, Study, or White Paper Development: Activity to initially review or research an issue that furthers the FDP s mission to streamline the administration of federally sponsored research; completed prior to advancing to another demonstration type; assessment of current state and follow-up evaluation of outcomes may be required Tool or Guidance Document: Activity that provides specific information for the FDP to either meet its needs for planning or to provide information in response to questions addressed to the FDP; assessment of current state and follow-up evaluation of outcomes may be required

  18. Demonstration Types Survey: Activity that provides specific information for the FDP to either meet its needs for planning or to provide information in response to questions addressed to the FDP; assessment of current state and follow-up evaluation of outcomes may be required Pilot project: Formal activity of the FDP that may need written commitments from specific federal agencies and FDP member organizations confirming their intention to participate in the pilot project and evaluate it at appropriate points in its development and implementation; assessment of current state and follow- up evaluation of outcomes is required Ongoing project: Ongoing extension of any demonstration activity that has completed the evaluation of outcomes and resulted in sustained FDP membership and/or federal agency benefit; participation in an ongoing project may be a requirement of FDP membership

  19. FDP Meeting Structure May 2023 19

  20. FDP Meeting Structure Meeting purpose is to support the work of the demonstrations Demonstrations are sponsored by programmatic committees Sessions are participatory rather than didactic Plenary sessions Federal Agency Updates Q&A Plenary sessions Concurrent Sessions Committee working sessions

  21. FDP Meeting Logistics Registration desk hours and location Wednesday Lobby level - Chinese 2pm - 6pm Thursday Lobby Level - Palm Court Promenade opens at 7am Meeting App Download app with QR code Event App Guide with installation code is linked under Announcements on the home page thefdp.org Welcome packet Printable floor layouts and local restaurant list under Announcements on the home page thefdp.org

  22. Working Sessions at this Meeting Subawards Admin Contracts Subcommittee Admin Data Transfer and Use Agreement Admin Expanded Clearinghouse Admin Subrecipient Monitoring Admin FACT Admin and Faculty NSPM-33 Related Initiatives Admin, Faculty, and Federal CUSP Sharing Site Admin and Faculty Research Security Subcommittee Admin and Federal Finance, Audit, and Costing - Admin NIH Data Management and Sharing Admin and Faculty Faculty Committee Faculty SciENcv Admin, Faculty, and Technical

  23. Subawards Tool Overview A common agreement that all parties can use without changing the language, resulting in less time needed to review each agreement and streamlining the subaward process. Additional model agreements have been developed for use with foreign subrecipients, clinical trials and with contract prime awards. Terms are continuously updated as federal requirements change. o o o How to participate o Attend session Friday 9:15am o Utilize FDP subaward templates without imposing additional terms & conditions o Subscribe to listserv: Sub-awards - FDPSubaward-L o Website: http://thefdp.org/default/committees/research- administration/subawards/

  24. Contracts Subcommittee Tool Overview Modernize troublesome clauses database. Database tracks negotiation of the clause, the resolution, and any alternate language that was agreed upon. Assists FDP members to see how specific agencies negotiated specific clauses in the past to use in current negotiations. o o o How to participate o Attend session Friday 8am o Website: https://thefdp.org/default/committees/research- administration/contracts/ o Utilize the tool - instructions on the Troublesome Clauses website o Subscribe to listserv: FDP-Contracts-L

  25. DTUA Tool/Guidance Overview The Data Transfer and Use Agreement (DTUA) was created as a first step to greater consistency in terms and format to help reduce administrative burden. Solicit and discuss hypothetical scenarios. Solidify a commonly acceptable approach and solution to the unique issue(s) each hypothetical raises. Group needs input and thoughts from all members. How to participate o Attend session Thursday 3pm o Website: https://thefdp.org/default/committees/research- compliance/data-stewardship/ o Utilize the available templates o Subscribe to listservs: FDP Contracts-L and/or FDP Data-L

  26. Expanded Clearinghouse Tool Overview FDP-authorized online system with organizational profile information for use in lieu of subrecipient commitment forms. Pass-through entities utilize when issuing subawards or monitoring subrecipient organizations. Currently piloting the Non-Single Audit Profile (NSAP) to test creation of a standardized subrecipient data repository for these entities and test effectiveness in reducing administrative burden. o o o How to participate o Maintain current profile information https://fdpclearinghouse.org o Eliminate non-project-specific subrecipient commitment form requests from entities in Clearinghouse. o Attend session Friday 9:15pm

  27. Subrecipient Monitoring Exploratory Overview Review existing FDP tools for subaward agreements, risk assessment, and monitoring Gather issues with burdensome questions on subrecipient commitment forms, and their origins with auditors and risk- averse institutional officials Review implementation of policy options available under 2 CFR 200 to reduce the administrative burden associated with subawards How to participate Attend session Thursday 4pm o o o o

  28. FACT Exploratory Overview Focuses on understanding and improving the collaboration between faculty and administrators at different FDP institutions to reduce burden in the research environment Includes 9 FDP institutions that have at least one faculty rep and one administrative rep o o How to participate o Attend session Friday 8am o Subscribe to listserv: FDP-FACTOpen Listserv o Website: http://thefdp.org/default/committees/faculty- committee/faculty- administrator-collaboration-team-fact/

  29. NSPM-33 Related Initiatives Exploratory Overview Monitors developments in the implementation of the NSPM- 33 and CHIPS standards, with a specific focus on the draft Research Security Standards and the updated harmonized disclosure forms. Discuss the status of ongoing Listening Sessions with federal partners. National Science and Technology Council Guidance for Implementing NSPM-33 https://www.whitehouse.gov/wp- content/uploads/2022/01/010422-NSPM-33-Implementation- Guidance.pdf o o o How to participate o Attend session Thursday 1pm

  30. CUSP (Animal Use Procedure Template) Tool Overview Compliance Unit Standard Procedure/Universal Protocol Template Online repository where institutions can share standard procedures used in animal care protocols with the broader animal welfare compliance community In development and pilot testing stage o o o How to participate o Attend session Thursday 1pm o Working Group website: http://thefdp.org/default/committees/research- compliance/iacuc/compliance-unit-standard-procedure-cusp/ o Contact Working Group leads if interested in participating in the tool pilot

  31. Research Security Exploratory Overview Gather institutional perspectives on the draft NSPM-33 research security program standard requirements Work with Council on Governmental Relations on cybersecurity draft standards Identify possible approaches and challenges to implementing the standards o o o How to participate o Attend session Thursday 3pm o Contact Working Group leads if interested in participating

  32. Finance, Audit, and Costing Exploratory Overview We will discuss the initial analysis of the Late Draw Request survey results and discuss potential mitigation strategies. We will also discuss the formation of an audit working group. How to participate Attend session Thursday 3pm o o

  33. NIH Data Management and Sharing Pilot Exploratory Overview The FDP NIH DMS Pilot aims to Generate greater consistency in DMSP requirements across NIH ICs and programs and mitigate the administrative burden for researchers associated with DMS Plan development and implementation. Pilot Phase 1: Test the effectiveness and usability of two DMSP templates developed in collaboration with representatives from participating ICs. FDP and NIH are in active discussions with representatives of DMPTool to make the pilot templates available via this tool as well. Phase 2: Establish common cost principles, identify types of costs required, and determine how to identify additional/unforeseen costs that may be required to meet the spirit of the data sharing policy. o o o How to participate Contact the co-chairs to join pilot Attend session Thursday 4pm o o

  34. Faculty Committee - Surveys Survey Overview Faculty members discuss the major administrative challenges they face in the research pipeline and possible solutions. Develop faculty workload survey to determine how much faculty research time is spent on administrative activities Administered in 2007, 2012 and 2018 Website: https://thefdp.org/default/committees/faculty- committee/ How to participate o Attend sessions Thursday 4pm and Friday 9:15am o o o o

  35. SciENcv Exploratory Overview Ongoing exploratory initiative to see how a central repository of researcher profiles including biosketch materials and current and pending support can be implemented to reduce administrative burden Collaborative effort between NIH, NSF and the FDP Formal adoption by Federal agencies began with NSF in October 2020 o o o How to participate o Provide feedback on current pain points is CV system o Attend session Friday 8am collaborative feedback session

  36. Get Involved Tools 37

  37. Get Involved! Mailing lists http://thefdp.org/default/mailing-lists/ Committees http://thefdp.org/default/committees/ Operations http://thefdp.org/default/about/fdp-operations- information/ Demonstrations (includes current list) http://thefdp.org/default/demonstrations/ Meetings (includes ppts, notes, and recordings) http://thefdp.org/default/meetings/

  38. Get Involved! Meeting slides, session summaries, and recordings http://thefdp.org/default/meetings/ Session summaries are created to help you share: Within your office With Faculty listservs and Faculty Senates

  39. Volunteer Tool for FDP Committees New tool to track volunteer opportunities and allow members to express their interest in volunteering Login to FDP website with your institutional email address upper right corner of https://thefdp.org (link is labeled Login) Select Volunteer Openings to see openings and to record your interest or to nominate others Use search people if you don t know your exact email address you can reset password at the login Select Edit Personal Profile to update your information including making changes to your email address Questions/help membership@thefdp.org

  40. Key FDP Contacts Website: http://thefdp.org/ Maria Koszalka (Executive Director): mkoszalka@thefdp.org Alexandra Albinak (Co-Chair): amckeow1@jhu.edu Michele Masucci (Co-Chair): mmasucci@usmd.edu Sara Pietrzak (Senior Admin): spietrzak@thefdp.org Membership: membership@thefdp.org Communications: communications@thefdp.org Subawards Subcommittee: subawards@thefdp.org NIH Data Management and Sharing Pilot: NIHDMSPilot@thefdp.org

  41. Questions Questions?

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