Research Business Models Subcommittee Initiatives

1
Research Business ModelsSubcommittee Initiatives

• Research Terms and Conditions Status Update
• Jean Feldman
• Head, Policy Office, NSF
• co-Chair, FDP Terms and Conditions Standing
  Committee

2
Whats Been Accomplished Since We Last Met.

• Draft Federal Register Notice Developed
• Draft Policy Letter Developed
• Draft Language for Award Letter Developed
• Draft format for Agency Specific Requirements for
  consideration by FDP Developed
• Initial Implementation Conference Call held
• Clearance initiated with OMB

3
Next Steps

• Confirm acceptance of new Policy Letter
  requirements
• Confirm acceptance of new Language with OMB
  Counsels Office
• Confirm acceptance of new Language with OSTP
• Finalize necessary documents
• Conduct Additional Outreach
• Build Research Terms and Conditions website
• Implement!!

4
Proposed Language for Award Letter

• This grant has been awarded to an institution
  that is a signatory to the Federal Demonstration
  Partnership (FDP) Phase IV Agreement. The
  participation Conditions of the FDP Phase IV
  Agreement are therefore applicable to this award.

5
Suggested Format for Agency Specific Requirements

• In their Agency-Specific Requirements, agencies
• (a) State which awards are covered by FDP terms
  and conditions. (If an agency wants to make a
  point of the fact that a particular class of
  awards is not covered, it should state these,
  too.)
• (b) State any additional prior approval
  requirements not included in the general TCs
• (c) State which categories of costs aside from
  those in A-21 are unallowable as direct charges
• (d) Provide contact information for technical
  matters (probably titles, not individuals)

6
Suggested Format for Agency Specific Requirements
(Contd)

• (e) Provide contact information for
  administrative matters (probably titles, not
  individuals).
• (f) Provide contact information for intellectual
  property (titles, not individuals).
• (g) State other agency-specific requirements,
  with reference to general requirements if
  possible.
• (h) State whether revised budgets must be
  submitted on agency forms
• (i) Specify format, content, and timing of
  technical reporting.
• (j) Specify form and timing of final financial
  reporting
• (k) State any additional documentation besides
  progress reports needed to trigger incremental
  funding

7
Questions