Using the InfoEd eRA System to Develop Research Proposals

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Using the InfoEd eRA System to Develop Research
Proposals

• Introduction to the Proposal Development Module
• Presented by Marcus Santodonato

University of Connecticut Office for Sponsored
Programs (OSP) Phone [phone] Fax
860-679-3726
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Overview

• I. Background on the InfoEd System
• II. Getting Started with Proposal Development
• Prerequisite Software and System Limitations
• III. Setting up Your Profile for Proposal
  Development
• Establishing a User Profile
• Maintaining Basic Contact Information
• Maintaining CV/BioSketch Information
• IV. Proposal Development Module Highlights

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Background on the InfoEd System
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Background on the InfoEd System

• The InfoEd eRA system is an internet based
  application designed for research administration.
• InfoEd consists of several modules that
  communicate with each other.
• As more modules are installed, the system becomes
  more comprehensive in its ability to manage all
  areas of research administration.
• Modules currently implemented at University of
  Connecticut include
• Proposal Tracking OSP uses this module to track
  a host of administrative and financial data
  associated with the execution of sponsored
  research and related projects. Also Provides
  administrators and investigators with a
  one-stop-shop to track the status of their
  proposal submissions (i.e. funding status, date
  sent to sponsor, requested and awarded budgets,
  associated protocol approvals, etc. )
• Human Subjects Management Office of the IRB
  uses this module to track the lifecycle of
  research protocols involving the use of human
  subjects. Upon request, the IRB office can use
  this module to deliver a variety of updates to
  researchers regarding the status of their
  approvals and training certification
  requirements.

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Background on the InfoEd System

• Laboratory Animals Management The IACUC office
  uses this module to track the lifecycle of
  research protocols involving the use of
  vertebrate animals. Upon request, the IACUC can
  use this module to deliver a variety of updates
  to researchers regarding the status of their
  approvals and training certification
  requirements.
• Technology Transfer The Uconn Health Center
  houses this module and shares it with our Center
  for Science and Technology Commercialization
  (CSTC). It is used to manage intellectual
  property data by serving as a central database
  for all invention disclosures and related
  information. The module can store and retrieve
  data relating to inventors, patents, key dates
  and agency contacts, agreements, documents and
  communications, and financial information tied to
  expenses and royalties.
• Sponsored Programs Information Network (SPIN)
  SPIN is searchable database that researchers can
  use to find funding in their areas of expertise
  or deliver automatic funding opportunity alerts
  to their e-mail accounts.

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Background on the InfoEd System

• Todays Focus
• Proposal Development Researchers and
  administrators use this module to electronically
  develop proposals and route them for internal
  approval. The final application package is
  submitted electronically to the grants.gov web
  system.

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Getting Started
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Prerequisite Software/System Limitations

• Required Software
• One of the following Internet Browser
  Applications
• Internet Explorer 6.0 or higher
• Netscape 5.0 or higher
• FireFox (Mac users)
• Adobe Acrobat Reader 5.0 or higher
• System Limitations
• Use of InfoEds Proposal Development module is
  currently limited to
• Pilot group users (Pilot group yet to be
  determined)
• NIH applications only
• Competing applications only (Initial,
  Resubmission/Competitive Renewal)
• Future Developments/Rollout Plan
• Ability to
• Submit NSF proposals and NIH progress reports.
• Submit to all major federal sponsors
• Submit to private sponsors

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Accessing the System and Establishing a Profile
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Establishing a User Profile

• The InfoEd portal maintains information for every
  user of the system. This information is grouped
  into user profiles and consists of
• Login information (i.e. username and password)
• Basic contact information (name, department,
  title, phone, fax, e-mail, etc)
• CV/BioSketch information
• Miscellaneous information (providing this
  information is optional)
• To get a profile, log on to the OSPs website at
  http//www.osp.uconn.edu , access the forms
  section, and complete the InfoEd New User
  Account Request Form. Your login will be sent
  via e-mail.
• In order to use InfoEds Proposal Development
  module, all Principal Investigators and their
  administrators must
• Provide all basic contact information by
  completing the General screen in their profile
• Decide if CV/BioSketches will be maintained
  within the investigators profile or uploaded
  individually into each proposal

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InfoEd Proposal Development Module - Key
Features Data Entry Customized for Your
Proposal

• Researchers begin by answering a series of
  questions to customize each screen in a way that
  meets the unique requirements for the proposal in
  progress.

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InfoEd Proposal Development Module - Key
Features Data Entry Customized for Your Proposal
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InfoEd Proposal Development Module - Key
Features User-Friendly Interface

• The user progresses through a series of screens
  that correspond with the funding agencys
  applications forms. Multiple users can work on
  the proposal simultaneously, marking each section
  with a red check when complete.

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InfoEd Proposal Development Module - Key
Features Streamlined Budgeting

• Elimination of multiple budget forms streamlines
  the budgeting of your personnel and other direct
  costs. All financials can be entered and
  reviewed in one centralized location.

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InfoEd Proposal Development Module - Key
Features Automated FA Calculation

• Built-in budgeting rules enable the system to
  automatically calculate FA costs for most types
  of proposals. All exempt budget categories are
  appropriately removed from the FA cost base.

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InfoEd Proposal Development Module - Key
Features Simplified Document Uploading with
Automatic PDF Conversion

• Researchers upload all components of their
  research plan to a central location. The system
  automatically converts the file to .PDF format
  for the user, regardless of the type of file
  uploaded.

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InfoEd Proposal Development Module - Key
Features Easy to Manage Electronic Routing
Process

• With electronic routing, researchers and their
  administrators can monitor their proposals
  progression through its route at their
  fingertips.

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Questions/Feedback

• OSP wants your feedback and is always available
  to answer your questions
• InfoEd Support Team
• Marcus Santodonato (eRA Program Manager) 486-4175
• Kyle Pelletier (Technical Support) 486-1861
• Andy Rittner (Technical Support) 486-1864