FDP September 2021 Virtual Meeting

Agenda and Session Descriptions

(All times are Eastern Daylight Savings Time)


Monday, September 20


11:00 - 12:30

NIH-Wide Strategic Plan for Fiscal years 2021 - 2025


Description: Recently the National Institutes of Health released the NIH-Wide Strategic Plan for Fiscal Years 2021 - 2025, which is an update to the previous plan (https://www.nih.gov/about-nih/nih-wide-strategic-plan). It outlines NIH's bold vision for the direction of biomedical research and lays out priorities for the next five years. The FDP welcomes James Anderson, Deputy Director for Program Coordination, Planning and Strategic Initiatives to present plan highlights to the FDP community.

Speaker: Dr. James Anderson, National Institutes of Health



1:00 - 3:00

Federal Agency Updates


Description: Representatives from the Federal Agency Members will update the membership on activities at their agencies. The Department of Education will give an update on the Higher Education Emergency Relief Fund (HEERF) that was authorized by the Coronavirus Response and Relief Supplemental Appropriations Act.



3:30 - 5:00

FDP Phase VII Strategic Plan Initiatives


Description: In the preparation for Phase VII of the FDP, the Executive Committee held several planning sessions and crafted the strategic plan for use in the new phase. There has been a lot of work done on many of the recommendations in the plan, but a lot of that work may not be visible to a majority of our members. This session will highlight several of those projects. The audience will get an update on the financial position of the organization, hear how we are trying to better engage our federal partners and faculty, create a framework for evaluating the work of the FDP and how we are trying to harness the power of all of the volunteers that make this organization work. The FDP is also about to embark on the creation of a new communications strategy to make sure that our successes are highlighted. We will also take a look at two outward facing projects; the Compliance Unit Standard Procedure (CUSP) project and the IRB Wizard. Lastly, with all that has happened in the last year and half moving us to holding all of our meetings virtually and our increased size, we have created a working group to reimagine how FDP meetings will be structured moving forward when in-person meetings will be an option again.


5:30 - 6:30

All Comers Happy Hour


Description: Many of the committees and subcommittees will be hosting breakout rooms so that you can pop in and ask questions about the group's activities and how to get involved.



Tuesday, September 21


11:00 - 12:30

National Science Foundation Proposal Modernization Update


Description: A representative from NSF's Division of Information Systems will provide an overview of the Research.gov Proposal Submission System, recent and upcoming enhancements, and available training resources including a demo site to explore the system before working on proposals. During the session, the presenter will show how to quickly and easily create a proposal, upload proposal documents, manage senior personnel, and much more using NSF's user-friendly and intuitive proposal system. An update and targeted timeline on NSF's initiative to migrate proposal submission from FastLane to Research.gov will also be presented. Bring your questions about Research.gov proposal preparation as well as about the migration of proposal preparation and submission from FastLane to Research.gov.


Speaker: Stephanie Yee, National Science Foundation



1:00 - 2:30



Description: The subaward sub-committee co-chairs will lead a discussion on the new 2 CFR 200.216 telecommunications clause, as well as following up on past discussions about invoicing frequency, referencing state law in subawards, FFATA reporting and working group leads will share relevant updates.


Speakers: Amanda Hamaker, Purdue University; Kevin Ritchie, Harvard University; Kari Tetrault, Institute for Systems Biology



3:00 - 4:00

Research Administration Committee - Exploring Proposal Development & Submission Possible Demonstrations


Description: The Research Administration Committee will facilitate discussions regarding ongoing discovery to identify possible demonstrations in the area of proposal development and submission business requirements. Faculty input is critical to these discussions - we invite faculty to join the discussion and inform priorities in identifying likely demonstrations that they believe will have the greatest reduction in administrative burden. Faculty members are encouraged to participate in this session.


Speakers: Amanda Hamaker, Purdue; Stephanie Gray, University of Florida; Lisa Mosley, Yale University



4:30 - 6:00

Faculty Forum


Description: The Faculty Forum will offer faculty an opportunity to learn about the new Federal Engagement Working Group, charged with assessing the needs and future directions of federal FDP member engagement with the organization. One of the significant areas of interest for federal members of the FDP is the opportunity to work directly with the faculty representatives of the FDP to learn about their experiences in implementing federal research funding and advancing the national scientific enterprise. This forum will provide an opportunity to learn more about the new working group and to provide input on areas of mutual interest among federal and faculty FDP representatives. In addition, the Faculty Forum will provide updates on key activities being engaged by the faculty as part of their FDP experience.



Wednesday, September 22


11:00 - 12:30

Agency Implementation of Unique Entity Identifier (UEI)


Description:  The Unique Entity Identifier (UEI) will replace the DUNS number as the federal government's identifier for entities in April 2022. The System for Award Management (SAM) has published UEIs for existing SAM.gov entities. This panel discussion will provide information on how several agencies will be implementing the UEI within their own systems and processes.


Speakers:  Kasima Garst, National Institutes of Health; Laurie Roman, National Institutes of Health; Michael Martin, National Institutes of Health; Tyson Whitney, US Department of Agriculture; Avinash Tembulkar, National Science Foundation



1:00 - 2:30

Science and Security - Latest Developments in Managing Improper Foreign Influence 


Description - This session continues the strong partnership between FDP federal and institutional partners working to appropriately manage improper foreign influence.  First, our federal partners from NSF and NIH will update us on the latest developments in the work to harmonize definitions and requirements, and fulfill the expectations outlined in the 2021 National Defense Authorization Act (NDAA) and the National Security Presidential Memorandum 33 (NSPM-33). The federal panel will be followed by updates by members of FDP's Foreign Influence Working group on two concepts they are exploring:  that of a Key Investigator Clearinghouse, and that of an Activity Delineation and Risk Assessment Tool (ADRAT). Time will be reserved for questions and answers. 


Speakers: Jean Feldman, National Science Foundation; Dr. Rebecca Keiser, National Science Foundation; Michelle Bulls, National Institutes of Health



3:00 - 4:00

Export Control - Future Subcommittee Objectives and Direction


Description: The Export Control subcommittee reviews existing and new administrative requirements imposed by federal regulations and program officers related to export controls with an emphasis on harmonization of requirements across federal agencies, reduction of redundancies and identification of good practices. In this session, the Export Control subcommittee will facilitate discussion around current issues in export control program requirements with a particular focus on the faculty experience and opportunities to reduce administrative burden. We will review feedback from the membership in order to identify and prioritize areas where FDP could affect positive change with regards export control compliance.


Speakers: Doug Backman, University of Central Florida; Robert Gutierrez, Florida International University


4:30 - 6:00

Update on Implementation of the NIH Data Management and Sharing Policy


Description: The Final NIH Policy for Data Management and Sharing will become effective January 25, 2023. In this session, we will hear updates from NIH on their implementation planning for this new policy. We will also discuss potential opportunities for FDP to support implementation efforts while avoiding the addition of unnecessary administrative burden.


Speaker: Taunton Paine, Director, Scientific Data Sharing Policy Division, Office of Science Policy, NIH


6:00 - 7:00

Faculty Happy Hour


Description: This is a chance for Faculty, and others, to get together and renew friendships and acquaintances and make some new ones. Join us for some friendly discussion and fellowship.



Thursday, September 23


11:00 - 12:30

CUSP & Universal Protocol Template Update


Description: During this session, presenters will provide updates on two burden reducing initiatives of the 21st Century Cures Act: the Compliance Unit Standard Procedure (CUSP) Sharing Site and the Universal Protocol Template (UPT). The CUSP Sharing Site is an online resource where participating institutions can share standard procedures used in animal care protocols. The goal of the UPT project is to create a user-friendly protocol template focused on required elements to ensure animal welfare and assist in IACUC review. We encourage all institutions with an animal program to attend.


Speakers - Axel Wolff, National Institutes of Health; Bill Greer, University of Michigan; Ron Banks, The University of Oklahoma Health Sciences Center; Aubrey Schoenleben, University of Washington



1:00 - 2:30

Grants Quality Service Management Office (QSMO): Working to Improve the Recipient Experience with Federal Grants Management Systems


Description: In collaboration with the FDP Research Administration and eRA Committees, The Grants Quality Service Management Office (Grants QSMO) will host this session as an opportunity to hear from FDP members on their experience with federal grants management systems, the successes and challenges they have faced, and to understand what opportunities exist within the community that can improve the federal grants systems experience for recipients and applicants. Attendees of this session will learn about the background, goals and current areas of focus for the Grants QSMO.  In addition, the Grants QSMO will be presenting their Recipient Seamless User Experience (RUX) Portal for FDP members to provide feedback from a recipient perspective. To preview the portal please use this link: https://vimeo.com/553096795/6c43bded9a


Moderators - Lynette Arias, University of Washington; Lori Schultz, University of Arizona


Speakers: Chad Clifford, Grants QSMO Executive Director; Andrea Sampanis, Grants QSMO Solutions and Services Lead; Mary Beth Foley, Grants QSMO Customer Engagement Lead



3:00 - 4:00



Description: The Finance, Audit and Costing (FAC) Policy Committee will continue the discussions from the last FDP meeting and focus on reducing administrative burden in the areas of financial, audit, and costing policies.  We will discuss plans for the anticipated structure of the subcommittees of FAC, which are currently planned as follows:


a.       Treasury/NSF Grants Payment Pilot

b.       Public Data Access Storage and Management

c.       Cash Management & Reporting Initiatives (joint initiatives between federal partners and institutions including FCTR Elimination, Treasury Offset, ?Pennies? (de minimis refunds post-closeout), FFR Migration, etc.)  

d.       Other Miscellaneous Topics: Procurement issues, Other Direct Charging, Faculty Workload Survey (Analyzing & addressing burden in Post-award areas)

With regard to the topics above, we will follow-up on the discussions related to Data storage costs (coordination with Data stewardship subcommittee) including reviewing a draft "Life-Cycle Based Model of Costing".


Speakers: Michelle Bulls, National Institutes of Health and Jim Luther, Duke University, along with other committee members



4:30 - 6:00

Human Subject Subcommittee Update

Description: During this session the opportunity for partner institutions to independently launch the Wizard Exempt Determination tool will be explored and discussed. Discussion topics will include findings from Phase 1 and 2 of the pilot and institutional resources and ongoing oversight best practices.


Speakers: Debra Murphy, Arizona State University; Drew Brown, Arizona State University