Transformation of Research Funding at ISRM
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Field Call
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The Four Services of Research Disciplines
Each Portfolio will be developed in a way that encourages collaboration,
prevents duplication of research, and improves care to Veterans
Actively Managed Portfolios & Broad Portfolios
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Clinical
Science
R & D
D
Pilot
Pain/
Opioid Use
AMP
Clinical
Science
R & D
D
Pilot
Precision
Oncology
AMP
Clinical
Science
R & D
D
Possible 3
rd
Pilot AMP
Clinical
Science
R & D
D
Pilot
Health
Systems
Portfolio
Clinical
Science
R & D
D
Pilot
Mental/
Behavioral
Health
Portfolio
Clinical
Science
R & D
D
Clinical
Science
R & D
D
Clinical
Science
R & D
D
Health
Services
R & D
Rehab
R & D
Clinical
Science
R & D
D
Bio-
medical
Lab
R & D
Clinical
Science
R & D
Clinical
Science
R & D
D
Future
AMP
Clinical
Science
R & D
D
Future
AMP
Clinical
Science
R & D
D
Future
AMP
Clinical
Science
R & D
D
Future
AMP
Clinical
Science
R & D
D
Future
Broad
Portfolio
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Clinical Science
R & D
D
Pain / Opioid Use
AMP
Leadership Model
Funding Model
Review Process
Clinical Science
R & D
D
Precision Oncology
AMP
Clinical Science
R & D
D
Health Systems
Portfolio
Launch Date
Clinical Science
R & D
D
Mental/Behavioral
Health Broad
Portfolio
New Pilot Portfolio
Single SPM Model
Director-led
Model
Accelerated +
Standard Merit
Review
11/1/2022
Rotational Model
of 4 SPMs
Competitive
Budget
Standard Merit
Review
1/31/2023
Defined Budget
Defined Budget
Standard Merit
Review
1/31/2023
SPM Team-led
Single SPM Model
Competitive
Budget
Accelerated +
Standard Merit
Review
6/1/2023
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ISRM’s transition from Service based funding to portfolio-based funding will be incremental and deliberative
over the next 2 years
During this transition, current funding commitments will be honored and administered as normal
Field researchers should continue to submit proposals as they normally do as Standard Merit Review
processes will remain unchanged
While existing review processes will not change, there are additional review opportunities available through
the new portfolios that will be highlighted in a later slide
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Mental/Behavioral
Health Broad
Portfolio
Project Review
and Management
Biomedical
Clinical
Health Systems
Rehabilitation
A matrixed
organizational model will
allow proposals scored in various review committees to be referred to a
portfolio-based margin meeting rather than a Service-based margin meeting.
A phasing out of Service-based margin meetings to Portfolio-based margin meetings will allow ISRM to bring projects
from across scientific disciplines under one portfolio
Precision Oncology
AMP
Pain/Opioid Use
AMP
Future AMPs
Future Broad
Portfolios
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ISRM’s transition from Service-based research to portfolio-based research will create new funding
opportunities for investigators
Investigators will be able to apply to the following RFAs for the pilot portfolios:
Precision Oncology AMP
RFA for Accelerated Review for Research Projects (accepting applications)
RFA for Accelerated Review for Clinical Trials (accepting applications)
Pain/Opioid Use AMP
Broad RFA for Standard Merit Review (coming Summer 2023)
Focused RFA for Standard Merit Review (coming Fall 2023)
Health Systems Portfolio
RFA for Standard Merit Review (accepting applications)
Mental/Behavioral Health Broad Portfolio
Broad RFA for Standard Merit Review (coming Fall 2023)
RFA for Accelerated Review (coming Winter 2024)
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1.
Apply a consistent and uniform
standard to consideration of new AMPs
2.
Assess the maturity of proposed
research portfolios
3.
Select new AMPs through an evidence-
based process
4.
Justify decisions under scrutiny
This assessment will allow ISRM to:
ISRM has developed an assessment tool to identify new AMPs
Potential AMPs will be assessed along the
following criteria:
1.
Ability to focus on an area of Veteran need
and not on a discipline or method
2.
Alignment with a statutory requirements
from Congress, the White House, Veterans
Advocacy Groups, etc.
3.
Ability to foster collaborative partnerships
amongst researchers, clinicians, and other
key stakeholders
4.
Ability to prevent unhelpful duplication of
research in a given area
5.
Potential to conduct cross-disciplinary
research
6.
Potential for research to have a real-word
impact on Veteran healthcare
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ISRM has developed an SOP to evaluate AMPs and Broad Portfolios
Key Points:
The evaluation SOP outlines the process and criteria to
be used to evaluate the success of managed portfolios
Evaluations will be conducted by an uninvolved third-
party identified by the ISRM Leadership Council
Portfolios will be evaluated along defined short-term and
long-term criteria
Portfolios will undergo evaluations at the following
intervals:
Short-term evaluation 3-6 months after launch
Long-term evaluation 9-14 months after launch
Additional long-term evaluations every 2 years
New portfolios will be evaluated along the following
criteria:
Example Short-Term Criteria:
1.
Knowledge of funded portfolio projects
2.
Evidence of efforts to prevent unhelpful
duplication of research
3.
Knowledge of relevant clinical operations and
funder contacts
Example Long-Term Criteria:
1.
Evidence of strategic coordination with clinical,
governmental, and private-sector partners
2.
Approval of Critical Research Priorities
3.
Evidence of translational impact of research
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Email questions or feedback to:
Dr. Chris Bever
christopher.bever@va.gov
ISRM is transitioning from service-based funding to portfolio-based funding, focusing on disciplines like Clinical Science, Precision Oncology, and Health Systems. The shift aims to encourage collaboration, prevent research duplication, and enhance care for Veterans over a deliberate two-year period, honoring existing funding commitments. Researchers are urged to continue submitting proposals as usual during this period of change.
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Presentation Transcript
ISRM March 2023 Updates ISRM March 2023 Updates Field Call 1
Transition from Services Transition from Services- -Based Research to Portfolios Based Research to Portfolios The Four Services of Research Disciplines Actively Managed Portfolios & Broad Portfolios Pilot Mental/ Behavioral Clinical Science R & D D AMP Clinical Science R & D D AMP Clinical Science R & D D Clinical Science R & D D Health Portfolio Clinical Science R & D D Portfolio Clinical Science R & D D Clinical Science R & D D Pilot Precision Oncology Pilot Health Systems Clinical Science R & D Possible 3rd Pilot AMP Pilot Pain/ Opioid Use Rehab R & D Clinical Science R & D D Clinical Science R & D D Clinical Science R & D D Clinical Science R & D D Clinical Science R & D D Portfolio Bio- medical Lab Clinical Science R & D D Clinical Science R & D D R & D Future Broad Health Services R & D Future AMP Future AMP Future AMP Future AMP Each Portfolio will be developed in a way that encourages collaboration, prevents duplication of research, and improves care to Veterans 2
ISRM will launch a fourth pilot portfolio focused on mental and behavioral health ISRM will launch a fourth pilot portfolio focused on mental and behavioral health New Pilot Portfolio Precision Oncology AMP Pain / Opioid Use AMP Health Systems Portfolio Mental/Behavioral Health Broad Portfolio Rotational Model of 4 SPMs Single SPM Model Leadership Model Director-led Model SPM Team-led Single SPM Model Clinical Science R & D D Clinical Science R & D D Clinical Science R & D D Clinical Science R & D D Funding Model Competitive Budget Competitive Budget Defined Budget Defined Budget Accelerated + Standard Merit Review Review Process Standard Merit Review Standard Merit Review Accelerated + Standard Merit Review 11/1/2022 1/31/2023 6/1/2023 1/31/2023 Launch Date
Key points regarding ISRMs transition Key points regarding ISRM s transition ISRM s transition from Service based funding to portfolio-based funding will be incremental and deliberative over the next 2 years During this transition, current funding commitments will be honored and administered as normal Field researchers should continue to submit proposals as they normally do as Standard Merit Review processes will remain unchanged While existing review processes will not change, there are additional review opportunities available through the new portfolios that will be highlighted in a later slide 4
AMPs and Broad Portfolios will utilize a matrixed organizational model AMPs and Broad Portfolios will utilize a matrixed organizational model Mental/Behavioral Health Broad Portfolio Future Broad Portfolios Precision Oncology AMP Pain/Opioid Use AMP Future AMPs Project Review and Management Biomedical Clinical Health Systems Rehabilitation A matrixed organizational model will allow proposals scored in various review committees to be referred to a portfolio-based margin meeting rather than a Service-based margin meeting. A phasing out of Service-based margin meetings to Portfolio-based margin meetings will allow ISRM to bring projects from across scientific disciplines under one portfolio
New Portfolios, New Funding Opportunities New Portfolios, New Funding Opportunities ISRM s transition from Service-based research to portfolio-based research will create new funding opportunities for investigators Investigators will be able to apply to the following RFAs for the pilot portfolios: Precision Oncology AMP RFA for Accelerated Review for Research Projects (accepting applications) RFA for Accelerated Review for Clinical Trials (accepting applications) Pain/Opioid Use AMP Broad RFA for Standard Merit Review (coming Summer 2023) Focused RFA for Standard Merit Review (coming Fall 2023) Health Systems Portfolio RFA for Standard Merit Review (accepting applications) Mental/Behavioral Health Broad Portfolio Broad RFA for Standard Merit Review (coming Fall 2023) RFA for Accelerated Review (coming Winter 2024) 6
How will new Actively Managed Portfolios be identified? How will new Actively Managed Portfolios be identified? ISRM has developed an assessment tool to identify new AMPs This assessment will allow ISRM to: Potential AMPs will be assessed along the following criteria: 1. Ability to focus on an area of Veteran need and not on a discipline or method 2. Alignment with a statutory requirements from Congress, the White House, Veterans Advocacy Groups, etc. 3. Ability to foster collaborative partnerships amongst researchers, clinicians, and other key stakeholders 1. Apply a consistent and uniform standard to consideration of new AMPs 2. Assess the maturity of proposed research portfolios 4. Ability to prevent unhelpful duplication of research in a given area 3. Select new AMPs through an evidence- based process 5. Potential to conduct cross-disciplinary research 4. Justify decisions under scrutiny 6. Potential for research to have a real-word impact on Veteran healthcare
How will new portfolios be evaluated? How will new portfolios be evaluated? ISRM has developed an SOP to evaluate AMPs and Broad Portfolios New portfolios will be evaluated along the following criteria: Example Short-Term Criteria: 1. Knowledge of funded portfolio projects Key Points: The evaluation SOP outlines the process and criteria to be used to evaluate the success of managed portfolios Evaluations will be conducted by an uninvolved third- party identified by the ISRM Leadership Council Portfolios will be evaluated along defined short-term and long-term criteria Portfolios will undergo evaluations at the following intervals: Short-term evaluation 3-6 months after launch Long-term evaluation 9-14 months after launch Additional long-term evaluations every 2 years 2. Evidence of efforts to prevent unhelpful duplication of research 3. Knowledge of relevant clinical operations and funder contacts Example Long-Term Criteria: 1. Evidence of strategic coordination with clinical, governmental, and private-sector partners 2. Approval of Critical Research Priorities 3. Evidence of translational impact of research
Questions or Feedback Questions or Feedback Email questions or feedback to: Dr. Chris Bever christopher.bever@va.gov 9
