Apparently my earlier link had expired. Please try this one.

Hollie

From: xxxxxx@lists.healthresearch.org <xxxxxx@lists.healthresearch.org>
Sent: Thursday, February 16, 2023 12:57 PM
To: xxxxxx@lists.healthresearch.org
Subject: RE: [External] - [RESADM-L] RE: organization tools

We do similar, only with Microsoft Forms, which feeds into our Teams channel. I have created a publicly accessible version if you’d like to preview what ours looks like.

We then dump (via simple cut and paste) that data in our proposal checklist, which our Proposal Coordinators use to guide the proposal development #WorkSmarterNotHarder

Hollie R. Schreiber, MBA, CRA

Director

Office of Sponsored Programs

224D Morgan Hall, 2621 Morgan Circle

Knoxville, TN 37996-4506

865-974-7123 Office

xxxxxx@utk.edu | utiasponsoredprograms.tennessee.edu/

UTIA FACULTY: To notify OSP of a planned proposal, please use our PROPOSAL INTAKE QUESTIONNAIRE

From: xxxxxx@lists.healthresearch.org <xxxxxx@lists.healthresearch.org> On Behalf Of Savransky, Marina
Sent: Thursday, February 16, 2023 11:25 AM
To: xxxxxx@lists.healthresearch.org
Subject: Re: [External] - [RESADM-L] RE: organization tools

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We also use Google Forms for proposal intake, like a survey.

It asks questions about the PI, department, submission details, collaborators and compliance questions such as human subjects, animals, foreign activity.

-Marina

On Thu, Feb 16, 2023 at 11:08 AM Werenko, Francesca M <xxxxxx@med.uvm.edu> wrote:

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For proposal intake, I set up a survey. My university uses Qualtrics and I created a survey for the PI to fill out. I do expect to have to re-create it in a few years when the university changes its survey platform which it seems to do every few years. Before that we used a fillable pdf form but that was always plagued with annoying quirks.

The key to making it handy is to set up the questions in the intake form to mirror whatever system you are entering the information into. So if the system asks for the RFP link first, the project dates second, and the name of the PI third, then the intake form asks the questions in that same order.

From: xxxxxx@lists.healthresearch.org <xxxxxx@lists.healthresearch.org> On Behalf Of Daniels, Lisa
Sent: Thursday, February 16, 2023 9:57 AM
To: xxxxxx@lists.healthresearch.org
Subject: [RESADM-L] RE: organization tools

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As much as I don’t want to be a “me too” email to clog up the list serve, I am also interested in any templates other institutions would be willing to share. We are in the process of revamping our procedures because of the exponential growth in research activity we have experienced.

Procedures/policies I would be interested in are:

                Proposal intake forms (when a PI notifies the OSP of an intent to submit)

                Internal review of proposals

                Award/contract checklists



Thank you! 😊



Lisa Daniels, CRA, CPRA

Senior Grant & Contract Officer

Marshall University Research Corporation

304-696-3368

From: xxxxxx@lists.healthresearch.org <xxxxxx@lists.healthresearch.org> On Behalf Of Dave, Avanika
Sent: Wednesday, February 15, 2023 3:56 PM
To: xxxxxx@lists.healthresearch.org
Subject: [RESADM-L] organization tools

Hello All,

Any templates for organization and SOP’s appreciated.

Many Thanks,

Avanika

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Marina Savransky

Supervisor, Grants & Contracts

Center for Discovery & Innovation

111 Ideation Way

Nutley, NJ 07110

201-880-3104

xxxxxx@hmh-cdi.org

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