RMS Replacement Project - Research...The University of Texas -Austin 2018 4 • 1998 – RMS developed – Not originally designed to be a full research management system – Limited

RMS Replacement Project

Project Decision GateAugust 24, 2018

Office of the Vice President for Research

Goals

The University of Texas-Austin 2018 2

• Review project status– Background– Approach– Preliminary discovery

• Discuss potential scenarios• Recommendations/path forward

PROJECT BACKGROUND


Project Background


• 1998 – RMS developed– Not originally designed to be a full research management system– Limited investment after first 5-10 years of development

• 2008 – RMS Replacement initially evaluated– Suspended to broaden scope to include faculty input

• 2013 – Requirements for RMS replacement gathered– Focus on pre-award; requirements were not gathered for compliance– Draft RFP was developed, but not issued– Postponed due to changes in VPR leadership; evaluation of Workday

• 2016 – Project restarted– ASMP re-engagement with VPR on issue of application end-of-life– VPR project team formed– Suspended after initial discussions due to personnel changes, reprioritization of other initiatives

• 2018 – Project Director identified and funding authorized


Business Case


• In-house developed RMS system is outdated and does not meet functional or usability needs

• Mainframe application reaching end-of-life• Not designed to harvest data and meet research administration

and executive leadership reporting needs• Limited search capabilities• Cannot provide real-time tracking and status views (e.g.

dashboards)• Lack of integration with other systems, including compliance• Electronic files (no more paper files)• Inefficiencies leading to extended time for reviews/approvals


Project Objectives


Enhance UT Austin’s ability to more effectively complete work in certain key research administration systems by implementing a product which reflects more current technology.

Improve our ability to collect, store, analyze, and share data, enabling us to report information about our research enterprise to improve collaboration, proposal preparation and strategic decision making.

Reduce the compliance and administrative burden of our faculty, department, school and central institutional staff.

Potential RMS Replacement Project ScopeGrants.govOther Federal Sponsors

Non-Federal Sponsors (foundations, etc.)

Industry Sponsors

HRMS/Workday

Financial Information (*DEFINE/Workday

Data Warehouse

Partnerships (Unfunded)

Data/Material Transfer

Agreements

Technology Licensing/

Patents

Pre-Award

Proposal Review

Electronic Proposal

Submission (S2S)

Research Compliance

Financial Conflict of

Interest (FCOI)

Human Subjects and

IRB

Institutional Animal Care and Use Committee

(IACUC)

Institutional Biosafety

Committee (IBC)

Animal Operations

Award Notification

Negotiation tracking

Contracts and Incoming Agreements

Contracts Database

Sub-Award Administration

Integration Points

VIP

Pivot/InfoReady

Post-Award

Effort Certification

Award Management

Compliance Training

Other Research

Agreements (donor/gifts)

Financial Reporting Audit Support

Project FocusAreas


*

*

Research Support Applications


IRBAccess

eProtocol

ECS

RMS Cayuse 424

Pivot InfoReady

DEFINE

HRMS

FRMS

MTA Database

Biosafety Database

IRB Database

rDNA Database

Program Development

Proposal Development

Award Negotiation

Award Management

TRACKS

*VPR Managed Applications

*

* *

RR Memo

FID Lookup

EHS Assistant

APPROACH


Considerations• On premise hosting vs Software as a Service (SaaS)• Support for System to System (S2S) submissions• Continuous delivery of updates/federal compliance• Leveraging shared services and contracts• Built in reporting tools vs. data warehouse (e.g. Tableau)• User adoption/barriers to entry• Customization vs configuration• “Best in Breed” as Opposed to “One Size Fits All”• Acquisition approach (Make vs. Buy, RFP, Exclusive Acquisition Justification, implementation costs)

Project Approach


PHASE ONE – PLANNING• Evaluate business practices for

research administration• Identify and engage stakeholders• Identify available software solutions

(preliminary discovery)• Budget planning and modelling

development • Determine project scope• Procurement

PHASE TWO – PHASED IMPLEMENTATION

PHASE THREE – SUPPORT• Ongoing maintenance• Ongoing training• Roadmap updates and planning

•Validation and prototyping•Data migration•Training

Pre-Award


IRB


COI


IACUC

…

Office of the Vice President for ResearchThe University of Texas-Austin 2018 11

Licensed vs. Subscription

• A licensed model is advantageous because the institution is purchasing a perpetual license to the products that can be amortized over time; the annual maintenance and support fees are lower than the annual fees for the subscription model.

• The subscription model is attractive because the cost to entry is lower.• For surveyed vendors, the total cost of ownership for licensed vs. subscription is ~equal after about 5 years.

Customization vs. Configuration

• Customization systems: Provide flexibility to tailor both front-end and back-end components of the tool.• Configuration systems: Provide as close to an “off the shelf” experience as possible. Customization systems typically require

significant support staff compared to configuration systems.• Most vendors are moving toward offering more turnkey, i.e. configuration-based, services.

On Premise Hosting vs. Software as a Service

(SaaS)

• An on premise installation is where the institution maintains their own environments/servers, and can include working with a vendor to upgrade, patch, and support the environments.

• On premise hosting can offer lower costs by leveraging institutional resources and staff, but may also require the institution to manage upgrades and maintenance.

• SaaS implementations typically offer continuous delivery of updates for enhancement and federal compliance. • SaaS can also simplify data management and security planning by leveraging commercial cloud hosting solutions.

“Best in Breed” vs. a Single Vendor Solution

• A single vendor solution typically provides a more unified user experience, though some vendors have different implementations across the various areas of research that do not leverage a common UI/UX.

• A single vendor solution can offer a reduced cost based on scale of purchase or subscription.• A single vendor solution can lower “switching costs” for training, upgrades and integration.• May give up functionality based on the best in breed or optimum solution for institution’s requirements.

Built-in Reporting Tools vs. Data Warehouse

• There is a trend to support a range of built-in reporting tools, including custom and ad hoc reports.• Some vendors offer integration with 3rd party reporting tools (e.g. SSRS, Juice Analytics) to provide more robust capabilities.• While all vendors support some type of data export (monthly, daily, or even real time), there is typically an added fee.

PRELIMINARY DISCOVERY

Huron/Click (1)InfoEd (1)

Kuali/Coeus (6)

Other (6)

Pre-Award Solutions - Peer Institutions (14)

• Surveyed 100 higher education institutions(HEIs) based on peer institution designationand top 100 rankings by total R&Dexpenditures as identified by 2016 HigherEducation R&D (HERD) survey:

• 14 peer institutions• 81 non-peer• 5 UT System

• Used institutional websites and firsthandknowledge/outreach to identify the pre- andpost-award administrative systems and othermajor systems used by each

• Held follow-up interviews with 27 HEIs basedon identification as a peer institution or relevanteRA use case:

• 14 peer institutions• 10 non-peer• 3 UT System

Survey Results Huron/Click, 18

InfoEd, 15

Kuali/Coeus, 21

Internal, 40

Streamlyne Research, 1iMedRIS, 1

Cayuse SP, 4

Pre-Award Solutions - All Universities (100)

https://tuition.utexas.edu/compareInstitutions

Compliance SolutionsIndirect Cost Negotiated Rates

InstitutionPeerUT SystemInterviewSurveyHUG2018R&D Rank

Bruner, Marc A: Bruner, Marc A:Total R&D expenditures as identified by 2016 Higher Education R&D (HERD) Survey: https://ncsesdata.nsf.gov/profiles/site?method=rankingBySource&ds=herdR&D Exp.

Bruner, Marc A: Bruner, Marc A:1000s of $RMS SolutionVendorPre-AwardS2SImplementationComplianceSolution LinkOSP LinkCOIIACUCIRBIBCRSC LinkRespondentPositionRespondent emailContact StatusOn-campusOff-campusDoDLink

Indiana University, BloomingtonXYY45$ 508,766Kuali Coeus v5.2.1 and SaaS KR COI

On premise except COI (SaaS)Kuali CoeusKuali/CoeusDirect SubmissionMixKuali/Coeushttp://researchadmin.iu.edu/Systems/systems_kc.htmlhttp://researchadmin.iu.edu/Kuali COIemail formIRBNetemail formhttp://researchcompliance.iu.edu/index.htmlJim Becker

Tracy TompkinsSr. Executive Director, University Grants Administration

Systems Operation [email protected]

[email protected] 10 am 3/1557.5%26.0%http://researchadmin.iu.edu/GrantContract/gc-propprep/gcs_fanda_cost_rates.html

Michigan State UniversityXYYX36$ 613,369Kuali Coeus v5.2.1Kuali CoeusKuali/CoeusDirect SubmissionOn PremiseHuron/ClickInternal Firewallhttps://www.cga.msu.edu/Research Administration System portalemail formClick™ Research Compliance Systememail formhttps://www.cga.msu.edu/PL/Portal/DocumentViewer.aspx?cga=aQBkAD0AMwA3ADMAMarc Melton

Katherine CookFunctional Lead

Director, Office of Sponsored [email protected]

[email protected] 10 am 3/1355.0%26.0%https://www.cga.msu.edu/PL/Portal/DocumentViewer.aspx?cga=aQBkAD0AMQA2ADUA#Fed

Ohio State University, TheXYY22$ 818,464Homegrown system for pre-award tracking; Cayuse 424InternalInternalCayuse 424On PremiseOtherhttp://osp.osu.edu/resources/etools/http://osp.osu.edu/eCOIeProtocolBuck-IRBeProtocolhttp://orrp.osu.edu/Aimee Beth Nielsen-Link

Christine HambleDirector, HSO

Interim Director, Office of Sponsored [email protected]

[email protected] 2 pm 3/2056.0%26.0%http://osp.osu.edu/files/2014/01/OSU_fringe_rate_agreement_FY2018.pdf

Pennsylvania State University, The, University Park and Hershey Medical CenterXYYX21$ 825,561SIMS (Strategic Information Management) - homegrown system; paired with Cayuse 424InternalInternalCayuse 424On PremiseHuron/Clickhttp://www.sims.psu.edu/index.htmhttps://www.research.psu.edu/ospCOINS (Conflict of Interest System)

Huron (Click)CATS IACUC; based on Huron (Click)CATS IRB; based on Huron (Click)Huron (Click)https://www.research.psu.edu/orpJim Taylor

John W. HanoldDirector, Office of Research Information Systems

Associate Vice President for Research Director, [email protected]

[email protected] 12 pm 3/2158.3%26.0%73.3%https://www.research.psu.edu/sites/default/files/Current%20-%20Rate%20Sheet%20%289.15.17%29_0.pdf

Purdue University, West LafayetteXYY37$ 606,302Coeus; direct submission via FastlaneCoeusKuali/CoeusDirect SubmissionOn PremiseKuali/Coeushttps://coeus.itap.purdue.edu/coeus/userAuthAction.dohttps://www.purdue.edu/business/sps/PDD (homegrown)CoeusCoeusCoeushttp://www.purdue.edu/research/regulatory-affairs/Kimberley Gascho

Ken SandeleRA Program Manager

Senior Director, Sponsored Program [email protected]

[email protected] 2 pm 3/2155.0%

Bruner, Marc A: Bruner, Marc A:Full Cost (Uncapped): 64.75%26.0%

Bruner, Marc A: Bruner, Marc A:Full Cost (Uncapped): 30.10%https://www.purdue.edu/business/sps/pdf/rateagreement.pdf

University of California, BerkeleyXYY26$ 774,255Phoebe Proposal/Phoebe Search - based on Kuali Coeus (KC) w/extensionsKuali CoeusKuali/CoeusDirect SubmissionOn PremiseeProtocolhttps://rac.berkeley.edu/phoebe/background.htmlhttps://spo.berkeley.edu/email formeProtocoleProtocolemail formhttps://rac.berkeley.edu/Neil Maxwell

Pam MillerDriector, Information Systems

Interim Executive [email protected]

[email protected] 10 am 3/1257.0%26.0%https://spo.berkeley.edu/policy/fa2017.pdf

University of California, Los AngelesXYYX12$ 1,037,528S2S Grants; email submissions; online management PATS - Proposal Award and Tracking System (formerly InfoEd)

S2S: Cayuse 424Proposal tracking: InfoEdProposal intake: homegrownPost-award: homegrownInfoEdInfoEdCayuse 424On PremiseHuron/Clickhttp://portal.research.ucla.edu/index.aspx?Section=Generalhttp://ora.research.ucla.edu/ocga/Pages/OCGA_Home.aspxeEGE; based on Huron (Click)RATS Research Application Tracking System

Currently homegrwon; transitioning to Huron (Click)webIRB; based on Huron (Click)IBC Online; based on Huron (Click)http://ora.research.ucla.edu/rpc/Pages/RPCHome.aspxJackson Jeng

Cindy GilbertChief Information Officer, Office Research Administration

Assistant Director, Electronic Research [email protected]


Bruner, Marc A: Bruner, Marc A:56% on July 1, 201826.0%http://ora.research.ucla.edu/OCGA/Documents/Standard-Instit%20Info/F-A-rate-agreement-2017.pdf

University of California, San DiegoXYY7$ 1,087,117ePD - based on Coeus; Because support for Coeus is being discontinued, UC San Diego is beginning a multi-year project to replace it with a new, more modern Contracts & Grants Management system.Coeus 4.5; to be replaced (RFP 1619BH Dec 2016) -> Kuali ResearchKuali ResearchKuali/CoeusKuali ResearchSaaSKuali/Coeushttps://blink.ucsd.edu/research/preparing-proposals/proposal-development/epd/index.htmlhttps://blink.ucsd.edu/sponsor/ocga/index.htmleCOI (Click)Animal Protocol Systeme-IRBMy Research Safetyhttp://blink.ucsd.edu/sponsor/rci/index.htmlJason DeFayDirector, Electronic Research Administration [email protected] 11 am 3/956.0%

Bruner, Marc A: Bruner, Marc A:57% on July 1, 201826.0%https://blink.ucsd.edu/research/preparing-proposals/proposal-development/budgets/indirect.html#UC-San-Diego-Indirect-Cost-Rate

University of Illinois at Urbana-ChampaignXYY33$ 625,180Kuali Research (Award, Proposal Development, Institutional Proposal modules)

Formerly InfoEdKuali ResearchKuali/CoeusDirect SubmissionOn PremiseOtherhttp://sponsoredprograms.illinois.edu/contact/contactform3.htmlhttp://sponsoredprograms.illinois.edu/myDisclosures; HomegrownIACUC Protocol System; Homegrownemail formOnline web formhttp://research.illinois.edu/regulatory-compliance-safetyDavid W. Richardson

Brian Rogers

Bryan BachmanAssociate Vice Chancellor for Research, Sponsored Programs Administration

Associate Director Proposal Submissions

Electronic Research [email protected]

[email protected]

[email protected] at 3 pm 3/2845.8%26.0%https://www.obfs.uillinois.edu/common/pages/DisplayFile.aspx?itemId=780179

University of Michigan, Ann ArborXYYX2$ 1,436,448eRPM (Electronic Research Proposal Management); coupled with a searchable web interface called Sponsored Awards on the Web (SAW DB)

From HUG 2018: Rx store 8.04 soon to be 8.07Huron/ClickHuron/ClickHuron SF424On PremiseHuron/Clickhttp://www.umich.edu/~eresinfo/pm.htmlhttp://orsp.umich.edu/M-Inform Disclosure SystemeResearch Animal Management (eRAM)eResearch Regulatory Management System (eRRM)eResearch Regulatory Management System (eRRM)http://research-compliance.umich.edu/?_ga=2.17647165.568038228.1518447209-1223771953.1518129170Cathy Handyside

Craig ReynoldsAssistant Director, Research Administration Systems

Executive Director of Research & Sponsored [email protected]

[email protected] 2:30 pm 4/355.0%

Bruner, Marc A: Bruner, Marc A:56% on July 1, 201826.0%http://www.finance.umich.edu/system/files/FA_Rate_Agreement_Nov_2016.pdf

University of Minnesota, Twin CitiesXYYX15$ 910,181EGMS (Electronic Grants Management System) - homegrown systemInternalInternalDirect SubmissionOn PremiseHuron/Clickhttps://egms.umn.edu/quickhelp/EGMS_Support/overview.htmlhttps://research.umn.edu/units/spaReport of External Professional Activities (REPA)eProtocolHuron (Click)

ETHOS (Ethical Oversight Submission System)eProtocolhttps://research.umn.edu/units/rcoThierry Boudet

Pamela WebbDirector, Office of Research Information Systems (ORIS)

Associate Vice President for Research [email protected]

[email protected] 9 am 3/2653.0%

Bruner, Marc A: Bruner, Marc A:54% on January 1, 201926.0%57.0%https://research.umn.edu/units/oca/fa-costs/current-fa-rates

University of North Carolina at Chapel Hill, TheXYY11$ 1,045,338EGMS (Electronic Grants Management System) - homegrown systemInternalInternalCayuse 424On PremiseOtherInternal Firewallhttp://research.unc.edu/sponsored-research/AIR (Activities, Interests, and Relationships) Management SystemElectronic Application to Use Live Vertebrate Animals (ACAP)IRBISLabSafetyPlanhttps://research.unc.edu/research-compliance-program/David PaulExecutive Director, Office of Sponsored [email protected] 9 am 3/1955.5%28.0%http://research.unc.edu/sponsored-research/resources/data_res_osr_infosheet/#facilities

University of Texas at Austin, TheX34$ 621,692RMS - Research Management SystemInternalInternalOtherHuron/Clickhttps://utdirect.utexas.edu/rms/https://research.utexas.edu/osp/eProtocoleProtocolIRB - IRBAccesseProtocol56.5%26.0%https://research.utexas.edu/wp-content/uploads/sites/5/2015/10/rate_agreement_eff_sep2014.pdf

University of Washington, SeattleXYYX5$ 1,277,679System to Administer Grants Electronically (SAGE). System is comprised of three modules: SAGE, SPAERC, and SERA. Researchers and administrators enter their proposal information into the SAGE Suite Database. OSP uses SPEARC to accesse and edit parts of it. Grants and Contract Accounting (GCA) views the application information in SERA.

On premise except IRB and IACUC, which are hosted by HuronInternalInternalOtherMixHuron/Clickhttp://www.washington.edu/research/tools/sage/https://www.washington.edu/research/osp/Financial Interest Disclosure System (FIDS) - homegrownHoverBoard (Huron - Click)Zipline (Huron - Click)email formhttps://www.washington.edu/research/compliance/Jim Kresl

Carol RhodesAssistant Vice Provost for Research and Director, Office of Research Information Services


[email protected] 1:30 pm 3/2255.0%

Bruner, Marc A: Bruner, Marc A:55.5% on July 1, 201826.0%http://finance.uw.edu/maa/sites/default/files/fa/FA-FB-Rates-2017-07-21.pdf

University of Wisconsin-MadisonXYY6$ 1,157,680WISPER - Electronic Routing Form for Applications and Agreements; Cayuse 424; PeopleSoft GrantsInternalInternalCayuse 424On PremiseHuron/Clickhttps://www.rsp.wisc.edu/WISPER/index.cfmhttps://www.rsp.wisc.edu/Outside Activities Report (OAR) - webformARROWARROWARROWhttps://www.rsp.wisc.edu/compliance.cfmMark Sweet

Kim MorelandDirector of Electronic Research Administration

Associate Vice Chancellor, Director Research and Sponsored [email protected]

[email protected] 12:30 pm 3/1453.0%26.0%https://www.rsp.wisc.edu/rates/rates.pdf

Albert Einstein College of MedicineY78$ 300,909Rely on Cayuse 424 for routing and approval; attach signed Einstein Grant Application Approval Form to all proposalsInternalInternalCayuse 424https://www.einstein.yu.edu/administration/grant-support/Conflict of Interest Disclosure Systememail formiRIS IRB (since 2013)67.0%26.0%

Arizona State UniversityYX44$ 518,239Enterprise Research Administration system (ERA) provides an integrated platform for the administration of research and sponsored projects at ASU - Huron/Click based

Formerly Coeus based (Proposal, Award, Subcontract modules)Huron/ClickHuron/Clickhttps://researchadmin.asu.edu/erahttps://researchadmin.asu.edu/ERA-COI Moduleemail formERA-IRBEHS-basedhttps://researchintegrity.asu.edu/Sean Dudley

Tamara DeuserDirector, Research Technology Office

Associate Vice President, Operations and Chief of Staff, Office of Knowledge Enterprise [email protected]

[email protected]%26.0%https://researchadmin.asu.edu/files/F-and-A-Rate-Agreement.pdf

Baylor College of MedicineY39$ 572,527Biomedical Research and Assurance Information Network (BRAIN); electronic interface for grant submissionInternalInternalDirect Submissionhttps://brain.bcm.edu/Login.aspx?ReturnUrl=%2fbrainlogin.asphttps://www.bcm.edu/research/office-of-research/sponsored-programs58.5%26.0%https://www.bcm.edu/research/office-of-research/sponsored-programs/indirect-costs

Boston UniversityY57$ 395,921Kuali Coeus Research Management (KCRM); Transitioning to Kauli Research, Proposal Development and COI modulesKuali ResearchKuali/Coeushttp://www.bu.edu/kcrm/http://www.bu.edu/researchsupport/profile/sponsored-programs/COI-SmartINSPIRINSPIR IIRIMShttp://www.bu.edu/researchsupport/compliance/Diane Baldwin

Jen King (Kuali Research)Associate Vice President of Sponsored Programs

IS&T Program [email protected]

[email protected]%

Bruner, Marc A: Bruner, Marc A:65% on July 1, 201826.0%

Brown University YY65$ 347,016Currently Coeus 4.5.1.P3; in the process of converting to InfoEdInfoEdInfoEdOn premisehttps://www.brown.edu/research/conducting-research-brown/research-administration-information-systems/coeushttps://www.brown.edu/research/office-sponsored-projectsInfoEdCoeusCoeusemail formhttps://www.brown.edu/research/oriMarisa Schasel

Patrice A CarrollDirector of Research Administration Information Systems and Reporting


[email protected] 9am 4/262.5%26.0%

California Institute of TechnologyY60$ 371,060Email submissionsInternalInternalhttps://researchadministration.caltech.edu/osrConflict of Interest Disclosure systemIRB Online Submission and Review Systemhttp://www.researchcompliance.caltech.edu/David MayoDirector, Office of Sponsored [email protected]%26.0%

Carnegie Mellon UniversityYX74$ 319,168Sponsored Programs and Research Compliance System (SPARCS); based on Huron/Click: https://www.cmu.edu/research-office/sparcs/alerts/01292018.html

Integrated with Workday

SPARCS is the university's Sponsored Projects and Research Compliance System. SPARCS streamlines the process of obtaining compliance approvals, submitting proposals and processing awards.

Project kick-off in 2013 - slides indicated that CMU was looking for commercial solution at the timeHuron/ClickHuron/ClickHuron SF424Huron/Clickhttps://www.cmu.edu/research-office/sparcs/https://www.cmu.edu/osp/SPARCS COISPARCS IACUCSPARCS IRBhttps://www.cmu.edu/research-compliance/63.0%26.0%https://www.cmu.edu/osp/old-forms/fa-fy18-fixed-rate.pdf

Case Western Reserve UniversityY55$ 405,655Sparta: Sponsored Programs Application for Research Tracking and Administration; based on Huron suiteHuron/ClickHuron/ClickHuron SF424Huron/Clickhttps://case.edu/research/faculty-staff/education/sparta/SpartaCOI (based on Huron/Clcik)SpartaIRBiRIShttps://case.edu/research/faculty-staff/compliance/

Colorado State UniversityYY71$ 331,862Kuali Research, Proposal Development and COI modulesKuali ResearchKuali/Coeushttps://vpr.colostate.edu/kr/https://vpr.colostate.edu/osp/Kuali ResearcheProtocoleProtocol-Ron Splittgerber

Diane BarrettDirector, Research Services (IT)


[email protected] 11 am 3/1452.0%26.0%

Columbia University in the City of New YorkY20$ 837,312Proposal Development (PD) InfoEd; various individual submission solutions (NIH Assist, NSF FastLane, Workspace for Grants.gov, eBRAP for DoD)InfoEdInfoEdDirect Submissionhttps://research.columbia.edu/content/proposal-submission-systemshttps://research.columbia.edu/content/sponsored-projects-administrationRASCAL (Research Compliance and Administration System)RASCAL (Research Compliance and Administration System)RASCAL (Research Compliance and Administration System)RASCAL (Research Compliance and Administration System)https://www.rascal.columbia.edu/Rudi Odeh-RamadanVice President for Research [email protected]%26.0%

Cornell University; Weill Cornell MedicineY13$ 974,199Email submissions/sponsored projects warehouse; various direct instituion submissions; Basic internal system, looking for a pre-award system

Weill Cornell Medicine uses InfoEdInternalInternalDirect Submissionhttps://www.osp.cornell.edu/https://www.osp.cornell.edu/eCOIeSiriusemail forme-MAUhttps://www.oria.cornell.edu/Tammy Custer

Mary-Margaret Klempa

Vanessa BlauGrant and Contract Officer, Research Admin

Director, Office of Sponsored Programs

Associate Director, Research Administrative [email protected]

[email protected]

[email protected]%


Dartmouth CollegeYX95$ 233,636RAPPORT (Research Administration Principal Investigator PORTal) Project - originally based on Coeus 4.3.3, now implemented via Huron in 2014 (as starter site, and tranitioning to SaaS)

1000 proposals/yearHuron/ClickHuron/Clickhttp://www.dartmouth.edu/~rapport/http://www.dartmouth.edu/~osp/COI-RAPPORTeSiriusRAPPORTEHS-basedhttp://www.dartmouth.edu/~comply/Tom Drinane

RAPPORT Project TeamIS [email protected]

[email protected]%26.0%

Duke UniversityY10$ 1,055,778SPS WebInternalInternalDirect SubmissionInternal Firewallhttps://ors.duke.edu/--Internal firewall

Emory UniversityYX35$ 614,527Emory Proposal Express system (EPEX); Cayuse 424; Direct to sponsor (grants.gov; FastLane; ProposalCentral)InternalInternalCayuse 424Huron/Clickhttp://www.osp.emory.edu/systems/index.htmlhttp://www.osp.emory.edu/eCOIeIACUC (Huron)eIRB (Huron)BioRAFThttp://osp.emory.edu/handbook/otherora/orc.htmlHolly SommersAsst. VP, Research Administration and Director, Office of Sponsored [email protected]%26.0%

Florida Atlantic University242$ 26,750GrantsERAInternal (verify)Internal (verify)http://www.fau.edu/research/sponsored-programs/grantsera.phphttp://www.fau.edu/research/sponsored-programs/index.php--IRBNet-Miriam CampoAssistant Vice President for Sponsored Programs [email protected]%26.0%

Florida International UniversityX119$ 170,846Electronic Proposal Routing Approval Form (ePRAF) Internal (verify)Internal (verify)http://research.fiu.edu/proposal-preparation/epraf/http://research.fiu.edu/ored/Roberto GutierrezAsst VP, [email protected]%27.0%

Florida State UniversityYX82$ 268,288email forms?: https://www.research.fsu.edu/research-offices/sra/forms/

Announced they were going with Huron/ClickHuron/ClickHuron/ClickDirect Submissionhttps://www.research.fsu.edu/research-offices/sra/EDMS (Electronic Disclosure and Management System)HSRS (Human Subject Review System)https://www.research.fsu.edu/research-compliance/53.0%26.0%https://www.research.fsu.edu/research-offices/sra/policies-procedures/facts-sheet/

George Washington University, TheY96$ 231,829Cayuse 424 for electronic routing and approvalInternalInternalCayuse 424https://sponsoredprojects.gwu.edu/submit-proposalhttps://sponsoredprojects.gwu.edu/online formsonline formsonline formshttps://research.gwu.edu/ensuring-research-integrity-and-compliance59.5%26.0%https://sponsoredprojects.gwu.edu/institutional-information#far

Georgia Institute of TechnologyY25$ 790,706email submissions; tracking via GTCrossroadsInternalInternalhttp://www.osp.gatech.edu/eCOIemail formIRBWiseemail formhttp://researchintegrity.gatech.edu/Trudy M. RileyExecutive Director, Office of Sponsored [email protected]%26.0%62.0%

Harvard UniversityYX8$ 1,077,253Grants Management Application Suite (GMAS) - GMAS is a web-based tool that supports effective and compliant grant management throughout the life cycle of a grant, from proposal submission to award acceptance, account set-up, creation of subcontracts, financial management and award close-out; originally developed in 2003, major upgrade in 2014-2017; PI Dashboard

At Huron conference - verify (possibly just for ECRT; Harvard medical school may be larger user)InternalInternalDirect Submissionhttps://gmas.fss.harvard.edu/https://osp.finance.harvard.edu/ESTR (ELECTRONIC SUBMISSION TRACKING AND REPORTING)59.0%26.0%https://osp.finance.harvard.edu/fa-cost-rates-federal-sponsors

Iowa State UniversityYX73$ 328,385emailed forms; "Goldsheet" routing via OpenText LiquidOfficeInternalInternalCayuse 424https://www.ospa.iastate.edu/AccessPlusA-TuneIRBManagerA-Tunehttps://www.compliance.iastate.edu/52.0%26.0%https://www.ospa.iastate.edu/sites/default/files/imported/proposal/preparation/docs/2017%20Rate%20Agreement%20signed.pdf

Johns Hopkins UniversityYX1$ 2,431,180Office of Research Information Systems (ORIS)

At Huron conference - verify (just IRB)CoeusKuali/Coeushttps://research.jhu.edu/oris/https://research.jhu.edu/jhura/eDiscloseemail formeHIRB (Huron)email formhttps://research.jhu.edu/jhura/compliance/Alexandra AlbinakAssociate Vice Provost of Research [email protected]%

Bruner, Marc A: Bruner, Marc A:63.75% on July 1, 201826.0%

Louisiana State University, Baton RougeY81$ 291,972Sponsored Program System (SPS). SPS is a web-based proposal routing and approval system designed to streamline the proposal routing and approval process.InternalInternalDirect Submissionhttp://www.lsu.edu/osp/email formemail form48.0%26.0%http://www.lsu.edu/osp/files/DHHSRateAgreementdated032317.pdf

Massachusetts Institute of TechnologyY14$ 946,159Kuali CoeusKuali CoeusKuali/Coeushttps://kc.mit.edu/

https://kuali.org/https://osp.mit.edu/CoeusLite-CoeusLiteemail formShawna VogelDirector of Grant and Contract [email protected]%5.0%

Medical University of South CarolinaY84$ 260,098Coeus 4.4.3 implemented 2012CoeusKuali/CoeusCayuse 424http://academicdepartments.musc.edu/research/orsp/electronic_research/coeus.htmlhttp://academicdepartments.musc.edu/research/orsp/

Mississippi State UniversityYX93$ 239,446internal routing; management through Cayuse 424InternalInternalCayuse 424https://www.osp.msstate.edu/email formKey Solutions myProtocolemail formemail formhttp://www.orc.msstate.edu/45.5%26.0%http://www.controller.msstate.edu/docs/fa-2016.pdf

Mount Sinai School of Medicine (now The Icahn School of Medicine at Mount Sinai)YX40$ 540,296InfoEd is the software program the Icahn School of Medicine uses to internally route and manages all research and sponsored project applications excluding BRANY projects.

InfoEd is also used to submit competitive, single project National Institutes of Health (NIH) and other federal sponsored projects electronically to these agencies. These applications are called “System to System Submissions” or “S2S” applications. InfoEd is the system used to transmit the application directly to the extramural funding agency.InfoEdInfoEdInfoEdhttp://icahn.mssm.edu/research/portal/resources/rit/electronichttp://icahn.mssm.edu/research/portal/resources/gcoemail formIdeateemail form

New York UniversityY23$ 809,739Cayuse 424 and Cayuse SP

At Huron meeting - verifyCayuse SPCayuse SPCayuse 424https://www.nyu.edu/research/resources-and-support-offices/getting-started-withyourresearch/registration-for-electronic-submissions.htmlhttps://www.nyu.edu/research/resources-and-support-offices/getting-started-withyourresearch/office-of-sponsored-programs.htmlCayuse IRB58.5%26.0%https://www.nyu.edu/research/resources-and-support-offices/getting-started-withyourresearch/office-of-sponsored-programs/policies/nyu-administrative-information-for-proposal-preparation/f-and-a-salary.html

North Carolina State UniversityY47$ 489,918Project Information and Navigation System (PINS) and Cayuse 424InternalInternalCayuse 424https://research.ncsu.edu/sparcs/52.0%26.0%https://research.ncsu.edu/sparcs/budgeting-guidelines/budgeting-f-and-a/

Northwestern University XYX29$ 713,491Currently using InfoEd for their grant system; in the process of transitioning to Huron/Click, but awaiting budget for implementationInfoEdInfoEdInfoEdOn PremiseHuron/Clickhttps://osr.northwestern.edu/resources/infoedhttps://osr.northwestern.edu/eDisclosureeIACUC (CLICK)eIRB+-Kimberly GriffinDirector for Electronic Research [email protected] 10am 4/3058.0%26.0%59.0%

Oregon Health & Science UniversityYX72$ 331,524InfoEd

At Huron meeting - verifyInfoEdInfoEdInfoEdhttps://www.ohsu.edu/xd/research/administration/proposal-and-award-management/index.cfmDavid Robinson

Peter Barr-GillespieExec Vice Provost

Interim Senior Vice President for [email protected]


Oregon State UniversityY87$ 254,275Using Cayuse to internall route and trackInternalInternalCayuse 424https://research.oregonstate.edu/osraaiRISemail formemail formhttps://research.oregonstate.edu/ori47.0%26.0%https://research.oregonstate.edu/osraa/forms-and-rates/facilities-administration-information-and-rates

Princeton UniversityYX76$ 305,147Coeus 4.5.1 P2 Premium and Lite - Huron (EFACS) for effort management

At InfoEd conferenceCoeusKuali/CoeusInfoEdhttps://www.princeton.edu/orpa/coeus/https://www.princeton.edu/orpa/COI - COI SystemCoeuseRIA-IRB; InfoEdemail formhttp://www.princeton.edu/ria/Pablo DebenedettiActing Director, Research and Project [email protected]%26.0%

Rensselaer Polytechnic Institute, Troy148$ 101,127Cayuse SPCayuse SPCayuse SPCayuse 424http://finance.rpi.edu/update.do?artcenterkey=940http://finance.rpi.edu/update.do?catcenterkey=35-Mentor IACUCMentor IRBMentor IBChttp://research.rpi.edu/complianceDavid M. SchultzAssistant Vice President for Research [email protected]%26.0%

Rockefeller University, TheY69$ 335,136Currently InfoEd; might be moving to Huron/ClickInfoEdInfoEdInternal Firewallhttp://www2.rockefeller.edu/sr-pd/homepage.php39.5%-http://www2.rockefeller.edu/sr-pd/index.php?page=institutional-data

Rutgers, The State University of New Jersey, New BrunswickYX32$ 630,212Research Administration and Proposal Submission System (RAPSS)

Based on Huron/ClickHuron/ClickHuron/ClickHuron SF424Huron/Clickhttp://rapss.rutgers.edu/eGrants/Rooms/DisplayPages/LayoutInitial?Container=com.webridge.entity.Entity%5BOID%5B78047E6170180D4495B0BA166113E54E%5D%5Dhttp://orsp.rutgers.edu/eCOIeIACUCeIRBhttps://orra.rutgers.edu/55.0%26.0%https://costanalysis.rutgers.edu/sites/default/files/Approved%20Fringe%20Rates%207.1.2017%20-%206.30.2018.pdf

Scripps Research Institute, TheY61$ 364,670Unknown; OSP is on internal siteInternalInternal

Stanford UniversityY9$ 1,066,269Stanford electronic Research Administration System (SeRA) for tracking; direct submissions based on sponsor (NIH = Cayuse 424; NSF = Fastlane; DoD = eBRAP; NASA = NSPIRES)InternalInternalCayuse 424https://doresearch.stanford.edu/research-offices/office-research-administration-ora/office-sponsored-research-osr/stanford-electronic-research-administration/stanford-electronic-research-administrationhttps://doresearch.stanford.edu/research-offices/osr-office-sponsored-researchOutside Professional Activities Certification System (OPACS)eProtocoleProtocol-https://doresearch.stanford.edu/research-scholarship/protocols#protocol-submission,-review-and-approvalG. Russell BrewerAssociate Vice President of Research [email protected] 4/2757.0%30.0%

State University of New York at BuffaloYX59$ 389,569SUNY Pre-Award and Compliance System (PACS)

Based on Huron/Click (estimated project cost of $6.5M)Huron/ClickHuron/Clickhttps://www.rfsuny.org/Information-For/Online-Tools-/SUNY-PACS/SUNY-PACS-Login/PACS COIPACS IACUCPACS IRB--

State University of New York, Polytechnic InstituteY75$ 316,680SUNY Pre-Award and Compliance System (PACS)


State University of New York, Stony Brook UniversityYX97$ 230,621SUNY Pre-Award and Compliance System (PACS)


Temple UniversityY90$ 246,392eRA tools - behind firewall for most information. Clearly reference Huron documentation in IRB, but some other documentation references InfoEd (possibly just SPIN)

At InfoEd conference - long time clientInfoEdInfoEdhttps://research.temple.edu/grants/grants-management58.5%26.0%https://research.temple.edu/sites/research/files/images/Temple%20%20Rate%20Agreement%20Report%20.pdf

Texas A&M University, College StationYY16$ 892,718Maestro - legacy system; direct submissions NSF Fastlane; NSPIRES; or individual agenciesInternalInternalDirect Submissionhttp://maestro.tamus.edu/https://srs.tamu.edu/MaestroiRISiRISiRISLesley Bell

Crissy Stratta

Kristi BillingerAssociate Executive Director

Associate Executive Director

Executive Director, Sponsored Research [email protected]

[email protected]

[email protected] 2 pm 3/2848.5%26.0%

Texas State University194$ 54,298Kuali ResearchKuali ResearchKuali/Coeushttp://www.txstate.edu/research/osp/pre-award-support/preparing-a-proposal/kuali-research.htmlhttp://www.txstate.edu/research/Walter E. Horton Jr.Associate Vice President for Research and Federal [email protected]%26.0%

Texas Tech University117$ 172,521Cayuse Research Suite (Cayuse 424 and SP)

At Huron conference - verifyCayuse SPCayuse SPCayuse 424http://www.depts.ttu.edu/vpr/ors/cayuse/index.phphttp://www.depts.ttu.edu/vpr/ors/email formemail formCayuse IRB-Colette SolpietroSenior Assistant Director, Office of Research [email protected]%26.0%

Tufts University108$ 189,085Research Administration System (RAS)Kuali CoeusKuali/Coeushttp://sites.tufts.edu/ras/http://viceprovost.tufts.edu/RAD/about/Philippa LeharRAS Business Analyst & Interim Project ManagerOffice of the Vice Provost for [email protected]%26.0%

Uniformed Services University of the Health SciencesY86$ 256,203Pre-award intake forms; direct submissionInternalInternalhttps://www.usuhs.edu/research/rea/office-of-sponsored-programsiRIS

University of Alabama at Birmingham, TheY42$ 537,825IRAP at UABis based on software developed by InfoEd Global, Inc. When the system is fully functional it will support electronic submission of funding applications and compliance forms and will seamlessly connect the operations of the Office of Sponsored Programs (OSP), Institutional Review Board for Human Use (IRB), Institutional Animal Care and Use Committee (IACUC), Institutional Biosafety Committee (IBC), Chemical Safety Committee, Radiation Safety Committee, Conflict of Interest Review Board (CIRB), Material Transfer Office (MTO), and the UAB Institute for Innovation and Entrepreneurship (IIE). InfoEdInfoEdInfoEdhttp://www.uab.edu/research/administration/offices/IRAP/Pages/default.aspxhttp://www.uab.edu/research/administration/offices/OSP/Pages/default.aspx

University of Arizona, TheY38$ 604,464UAccess ResearchKuali CoeusKuali/Coeushttps://rgw.arizona.edu/administration/uaccess-researchhttps://rgw.arizona.edu/services/sponsored-projects-services-IACUC - eSiriusemail form-https://rgw.arizona.edu/compliance/homePaul Sandoval

Susan MundtAssistant Director, Sponsored Projects, PostAward

Asst. Director, [email protected]


University of California, DavisYY27$ 741,892Cayuse 424; Cayuse SP; SPARK (Sponsored Programs Administration & Research Kiosk)Cayuse SPCayuse SPCayuse 424http://spark.ucdavis.edu/

https://www.youtube.com/playlist?list=PLOIxLOzynfqd8SF3YamqJ1iFuiqipyGPyhttp://research.ucdavis.edu/proposals-grants-contracts/spo/PHS Conflict of InterestIACUC ApplicationIRBNetBUA applicationhttp://research.ucdavis.edu/policiescompliance/Sheri Pulis

Hakim-Elahi, AhmadCRA Projects and Business Analyst

Executive Director, Sponsored [email protected]

[email protected] 2 pm 3/1457.0%26.0%

University of California, IrvineYY67$ 345,319Kauli Coeus; transitioning to Kuali ResearchKuali ResearchKuali/Coeushttps://www.research.uci.edu/sponsored-projects/era/index.htmlhttps://www.research.uci.edu/sponsored-projects/index.htmlhttps://www.research.uci.edu/compliance/index.htmlBarbara Inderwiesche

Nancy LewisAssistant Director, Electronic Research Administration

Executive Director, Sponsored [email protected]

[email protected] Meeting at 10:45am 3/1954.5%26.0%

University of California, San FranciscoY4$ 1,294,261eProposal is UCSF’s end-to-end system to support the full lifecycle of the pre-award process. It supports proposal creation including budget, approval form, and Grants.gov forms where applicable; https://pmo.ucsf.edu/eproposal; replaced Cayuse 424 for submissions

Dashboard - PAMDash is designed to provide on-demand access to proposal and award data metrics.iMedRISiMedRIShttp://osr.ucsf.edu/eproposalhttp://osr.ucsf.edu/COI-SmartRIO (Research Information Online)iRIS59.5%26.0%http://osr.ucsf.edu/fa-rates#chart

University of California, Santa BarbaraY98$ 230,139ORBiT (Office of Research Bit of Information) is the Office of Research's contract and grant electronic database. All proposals submitted by the campus and all awards accepted by the campus are tracked in this system. InternalInternalCayuse 424https://www.research.ucsb.edu/spoUCSB Office of Research Application for the use of Human Subjects (ORahs)

University of Central FloridaYX91$ 242,308ARGIS (Academic Research and Grants Information Systems); The initial version of ARGIS was derived from a sophisticated data cataloging system developed by UCF as part of a multi-million dollar Department of Defense contract. Version 3.8 has added significant functionality to the initial version, and can now adapt virtually to any data gathering and tracking requirement that is needed for managing research projects. Version 3.8 is now deployed and operational at the Office of Research.

From HUG 2018: will be moving to Huron for full research suiteHuron/ClickHuron/ClickHuron/Clickhttp://www.argis.crata.ucf.edu/http://www.research.ucf.edu/research.htmliRIShttp://www.research.ucf.edu/compliance.html49.0%26.0%http://www.research.ucf.edu/documents/PDF/FA_Rate_Agreement_current.pdf

University of Chicago, TheY53$ 420,997Automating University-wide Research Administration (AURA) is an electronic research administrative system which facilitates research administration activities on campus.; based on Huron/Click (https://news.uchicago.edu/article/2011/06/24/university-launches-new-campus-wide-electronic-system-research-administration)Huron/ClickHuron/ClickHuron SF424http://aura.uchicago.edu/http://ura.uchicago.edu/AURA COI-COCAURA IRBAURA IBC62.0%26.0%http://ura.uchicago.edu/page/quick-reference-fact-sheet

University of CincinnatiY52$ 430,579CoeusCoeusKuali/Coeushttp://www.srs.uc.edu/Home.aspxDavid GearringDirector, Electronic Research [email protected]%

Bruner, Marc A: Bruner, Marc A:60% on July 1, 2018



Bruner, Marc A: Bruner, Marc A:54% on January 1, 2019

Bruner, Marc A: Bruner, Marc A:Total R&D expenditures as identified by 2016 Higher Education R&D (HERD) Survey: https://ncsesdata.nsf.gov/profiles/site?method=rankingBySource&ds=herd

Bruner, Marc A: Bruner, Marc A:1000s of $

Bruner, Marc A: Bruner, Marc A:55.5% on July 1, 2018



University of Colorado BoulderY49$ 453,123Boulder eRA v.15 - based on InfoEd; previously Filemaker applicationInfoEdInfoEdInfoEdhttps://www.colorado.edu/ocg/boulder-erainfoedhttps://www.colorado.edu/ocg/--

University of Colorado Denver and Anschutz Medical CampusY50$ 443,705Same system as University of Colorado BoulderInfoEdInfoEdhttp://www.ucdenver.edu/research/RIT/era/Pages/default.aspxhttp://www.ucdenver.edu/research/OGC/Pages/default.aspxInfoEdeSirius55.0%26.0%http://www.ucdenver.edu/research/Research%20Administration%20Documents/FAGrid_2017_2018.pdf

University of ConnecticutY83$ 265,522InfoEd; Proposal Tracking, Proposal Development, Human Subjects Protocol Development (HSD), External Interests (Financial Conflict of Interests), Human Subjects Protocol Management (HSM), Lab Animal Management (LAM)InfoEdInfoEdInfoEdhttps://research.uconn.edu/research-it/infoedhttps://research.uconn.edu/sps-proposals/InfoEdemail formInfoEdhttps://research.uconn.edu/rcs/59.5%26.0%https://research.uconn.edu/sps-proposals/proposal-preparation-guidelines/budget-prep-guidelines/budgeting-costing-guide/indirect-costs/

University of FloridaYX24$ 791,294University of Florida Integrated Research Support Tool (UFIRST)Huron/ClickHuron/ClickHuron SF424Huron/Clickhttp://research.ufl.edu/ufirst.htmlhttp://research.ufl.edu/dsp.htmlStephanie GrayDirector, Division of Sponsored [email protected]

University of GeorgiaY54$ 410,345eResearch Portal Grants and Awards (“Grants Portal”)Huron/ClickHuron/Clickhttps://research.uga.edu/overview/researchers/eresearch-portal/https://spa.uga.edu/Huron (Click)Tim [email protected]%26.0%https://spa.uga.edu/frequently-used-information/#1496751061745-520f4a33-141c

University of Hawaii at ManoaY77$ 304,476myGRANT is the University of Hawaii System's personalized version of the Kuali Foundation's open source research administration software, Kuali Coeus (KC).Kuali CoeusKuali/Coeushttp://www.ors.hawaii.edu/index.php/mygrant-linkhttp://www.ors.hawaii.edu/myGrant COITopazeProtocolhttps://www.hawaii.edu/researchcompliance/41.5%24.0%http://www.ors.hawaii.edu/index.php/apply/budget-development/indirect-costs

University of Illinois at ChicagoY68$ 337,296START myResearch; START (Systemwide Tools for Administration of Research and Training) is the grants management software leveraging open source (Kuali Coeus) as well as University of Illinois developed software; formerly InfoEd (replaced June 20, 2016)Kuali CoeusKuali/Coeushttp://research.uic.edu/electronic-submission-systemshttp://research.uic.edu/sponsored_programsSTART myDisclosureOPRS Livehttp://research.uic.edu/compliance59.9%26.0%http://research.uic.edu/sponsored_programs/preparing-proposal/developing-budget/rates

University of IowaY48$ 473,362eRouting for simple electronic routing; Cayuse 424InternalInternalCayuse 424https://ris.research.uiowa.edu/https://dsp.research.uiowa.edu/Jose JimenezDirector, [email protected]%26.0%

University of KansasYX79$ 297,933Streamlyne ResearchStreamlyne ResearchStreamlyne Researchhttp://research.ku.edu/streamlyne_implementationhttp://research.ku.edu/proposal_preparation_review_questionnaireeCompliance COIeCompliance Human Subjectshttp://research.ku.edu/research_integrity_office_research_graduate_studies_university_kansas51.5%26.0%http://research.ku.edu/facilities_administration_fa_rate_agreements_industry_campus

University of KentuckyY64$ 349,661eIAF for simple electronic routing; Cayuse 424; InternalInternalCayuse 424https://www.research2.uky.edu/office-sponsored-projects-administrationKim CarterExecutive Director, Office of Sponsored Projects [email protected]%26.0%55.0%

University of Maryland BaltimoreY58$ 393,876Kuali CoeusKuali CoeusKuali/Coeushttp://www.umaryland.edu/kualicoeus/http://www.umaryland.edu/spa/Dennis PaffrathAssistant Vice President, Sponsored Programs [email protected]%26.0%

University of Maryland, College ParkYY41$ 539,388Kuali Research (replaced Coeus on September 26, 2017); Modules - Proposal Development; Institute Proposal; Award; SubawardKuali ResearchKuali/CoeusKuali Researchhttp://www.ora.umd.edu/kualiresearchhttp://www.ora.umd.edu/email formIRBNetIRBNet-Sally EgloffAssistant Director, Information [email protected] 9 am 3/1452.0%26.0%

University of Massachusetts Medical SchoolYX88$ 253,099PeopleSoft routing, Cayuse 424 and direct submissionInternalInternalCayuse 424https://www.umassmed.edu/research/funding/era/https://www.umassmed.edu/research/funding/https://www.umassmed.edu/research/compliance/67.5%26.0%https://www.umassmed.edu/research/funding/facts/

University of MiamiYX62$ 358,441InfoEd; also using WorkdayInfoEdInfoEdhttp://uresearch.miami.edu/research-resources/research-information-technologyhttps://www.ora.miami.edu/eProst55.0%26.0%https://www.ora.miami.edu/forms-and-rates/facilities-and-administrative-rates/index.html

University of Missouri, ColumbiaY89$ 248,300PeopleSoft GrantsInternalInternalDirect Submissionhttps://research.missouri.edu/ospa/eCompliancehttps://research.missouri.edu/compliance/55.0%26.0%https://research.missouri.edu/ogwp/files/grantfactsheet.pdf

University of Nebraska-LincolnY80$ 294,856NUgrant is a secure electronic research administration system developed by the Office of Research to help UNL faculty, staff and administrators manage research projectsInternalInternalhttps://nugrant.unl.edu/system/loginhttp://research.unl.edu/sponsoredprograms/Nugrant IRB53.5%26.0%http://research.unl.edu/sponsoredprograms/facilities-and-administrative-cost-rates/

University of Nevada, Reno152$ 95,475InfoEdInfoEdInfoEdhttps://www.unr.edu/sponsored-projects/project-lifecycle/proposal-preparation-and-submission/infoed-grants-management-systemhttps://www.unr.edu/sponsored-projectsCharlene HartAssistant VP, Research [email protected]%26.0%

University of New Mexico, TheYX92$ 239,550Cayuse Research Suite: A set of integrated, Web-based software modules that deliver flexibility and control in research administration. UNM's Cayuse Research Suite consists of two modules: Cayuse SP and Cayuse 424.Cayuse SPCayuse SPCayuse 424http://osp.unm.edu/cayuse-research-suite.htmlhttp://osp.unm.edu/cayuse-research-suite.htmlOnline survey formIRBNet (Research Dataware)http://researchcompliance.unm.edu/51.5%26.0%54.0%http://osp.unm.edu/resources/RateAgreementMemo.pdf

University of Notre Dame104$ 202,216Cayuse SP; Cayuse 424Cayuse SPCayuse SPCayuse 424Internal firewallhttps://research.nd.edu/Terri HallDirector, Reseasrch Business [email protected]%26.0%

University of Oklahoma, TheY85$ 259,998Cayuse SP; Cayuse 424Cayuse SPCayuse SPCayuse 424https://ors.ou.edu/cayuse/https://ors.ou.edu/email formiRISTopazhttp://compliance.ouhsc.edu/55.0%26.0%https://ors.ou.edu/about/rateagr.html

University of PennsylvaniaY3$ 1,296,429PennERA Proposal DevelopmentInfoEdInfoEdInfoEdhttps://www.pennera.upenn.edu/http://www.upenn.edu/researchservices/Barak ZahavyDirector of Information [email protected]%26.0%63.0%http://www.upenn.edu/researchservices/penndata.html

University of Pittsburgh, PittsburghYX17$ 889,793PERIS (Pitt Electronic Research Information Solution) - based on Huron/Click; formerly InfoEdHuron/ClickHuron/ClickHuron SF424http://electronicresearch.pitt.edu/http://www.research.pitt.edu/processing-teams/grants-management-servicesOSIRIS (Online Submission for Institutional Reviews)Jennifer WoodwardAVP Research [email protected]

University of RochesterYX66$ 346,165Form-based tracking; direct submissionInternalInternalDirect Submissionhttps://www.rochester.edu/orpa/RSRB On-line Submission System (ROSS)54.0%26.0%https://www.rochester.edu/ORPA/_assets/pdf/prop_FA_FB_RateAgreement.pdf

University of South Alabama199$ 46,670Evisions Research Suite (Cayuse 424; Cayuse SP)Cayuse SPCayuse SPCayuse 424https://www.southalabama.edu/departments/research/spa/eraonline.htmlhttps://www.southalabama.edu/departments/research/spa/Gina HedbergExecutive [email protected]%

Bruner, Marc A: Bruner, Marc A:54% on October 1, 201826.0%

University of South Florida, TampaYX46$ 505,965PeopleSoft FAST (GRANTS); direct submissionInternalInternalDirect SubmissionHuron/Clickhttp://www.usf.edu/research-innovation/sr/Rebecca PuigSr. Assoc [email protected]%26.0%http://www.usf.edu/research-innovation/sr/proposal-prep/indirect-costs.aspx#indirect

University of Southern CaliforniaYX30$ 702,866Kuali Coeus

At Huron conference - verifyKuali CoeusKuali/CoeusHuron/Clickhttps://research.usc.edu/kuali-coeus/https://research.usc.edu/dcg-main-page/Jeri MunizExecutive [email protected]%26.0%

University of Texas at Arlington, TheXYY156$ 87,386MentisInternalInternalDirect submissionhttps://mentis.uta.edu/public/http://www.uta.edu/research/administration/departments/gcs/index.phpMentisMentisMentis?Sarah Panepinto

Jeremy ForsbergDirector, Grants Office

Assistant Vice President, Office of Research [email protected]


Bruner, Marc A: Bruner, Marc A:54% on September 1 2019

Bruner, Marc A: Bruner, Marc A:Full Cost (Uncapped): 64.75%

Bruner, Marc A: Bruner, Marc A:63.75% on July 1, 201826.0%

University of Texas at Dallas, TheXYY146$ 106,205Internal- using paper for most internal documents. Peoplesoft is system of record.InternalInternalhttps://research.utdallas.edu/ospEmily LacyAssociate Director, Office of Sponsored [email protected] eRA system (no follow-up discussion planned)53.0%26.0%

University of Texas Health Science Center at HoustonXYY94$ 237,016Internal; Cayuse 424InternalInternalCayuse 424https://www.uth.edu/sponsored-projects-administration/iRISiRISCarmen MartinezDirector, Grants and [email protected]%26.0%https://www.uth.edu/sponsored-projects-administration/institutional-information/index.htm

University of Texas M.D. Anderson Cancer Center, TheXYY19$ 852,095Huron (Click)Huron/ClickHuron/ClickHuron SF424https://www.mdanderson.org/research/research-areas/sponsored-research.htmlHuron (Click)Huron (Click)Huron (Click)Wesley HarrottAssociate Vice President for Research, Research [email protected] 1:30pm 3/26

University of Texas Southwestern Medical Center, TheXYY51$ 442,666Huron (Click) Old system ERGO - Electronic Research Grants Organizer

From HUG2018: starter siteHuron/ClickHuron/ClickHuron SF424http://www.utsouthwestern.edu/about-us/administrative-offices/information-resources/academic-information-systems/systems/ergo.htmlhttp://www.utsouthwestern.edu/about-us/administrative-offices/sponsored-programs/Huron (Click)Huron (Click)Cheryl Anderson

Jamie Wilson

Megan G. MarksPre-Award Director

Research Proposal Supervisor

Assistant Vice President, Sponsored Programs [email protected]

[email protected]

[email protected] 2pm 3/27 62.0%26.0%

University of Utah, TheYX63$ 350,212Investigators or administrators can initiate the DSS in e-Proposal via Campus Information Systems (CIS). e-Proposal can be found under Research Administration.InternalInternalCayuse 424https://osp.utah.edu/ERICAhttp://research.utah.edu/integrity/51.5%26.0%https://osp.utah.edu/resources/quick-reference/fa-rates.php

University of VirginiaY56$ 397,458ePRF, internal tracking and routingInternalInternalDirect Submissionhttp://sponsoredprograms.virginia.edu/On-line financial interests disclosure systemProtocol Builder and IRB OnlineInventory and Activity Registration (IAR)http://www.virginia.edu/vpr/Compliance/index.html61.0%26.0%https://sponsoredprograms.dev.uvaits.virginia.edu/rates

Vanderbilt UniversityY31$ 640,842CoeusCoeusKuali/Coeushttps://www.vanderbilt.edu/sponsoredprograms/coeusatvu.phphttps://www.vanderbilt.edu/sponsoredprograms/

Virginia Commonwealth UniversityYYX99$ 225,999VCUeRA RAMS-SPOT (Research Administration Management System – Sponsored Programs Online Tracking)

From HUG 2018: VCU uses DocuSign for MTA, "really works nice in our system"Huron/ClickHuron/Clickhttps://research.vcu.edu/vcuera/index.htmhttps://research.vcu.edu/osp/index.htmRAMS-AIRS (Activity and Interest Reporting System)RAMS-ACUP (IACUC)RAMS-IRB?Jim WardExecutive Director, Research Information [email protected] 1 pm 3/26??http://www.controller.vcu.edu/cost/farates.htm

Virginia Polytechnic Institute and State UniversityY43$ 521,773Summit - a proposal development and internal submission system. Virginia Tech built a customized solution for research administration processes.

Statements on site indicate that it was developed by Virginia Tech in 2016-2017: https://vtnews.vt.edu/articles/2016/08/it_vtsummit.htmlInternalInternalCayuse 424https://www.research.vt.edu/era/https://osp.vt.edu/COI: Disclosure and Management SystemIACUC Protocol ManagementIRB Protocol Managementhttps://www.researchcompliance.vt.edu/61.0%26.0%6500.0%https://osp.vt.edu/resources/rates/indirect-costs.html

Washington State UniversityY70$ 334,082internal tracking and rounting using eREXInternalInternalDirect Submissionhttps://orso.or.wsu.edu/MyResearchASAFemail formhttp://www.ora.wsu.edu/53.0%26.0%https://sps.wsu.edu/2015%20F&A%20Final%20Rate%20Agreement.pdf

Washington University in St. LouisY28$ 741,115RMS - Research Management System; InfoEd (implementing)InfoEdInfoEdhttps://research.wustl.edu/offices/paamco-project/https://research.wustl.edu/offices/osrs/RMS COI Module-myIRBmyIBCMark CraigAssistant Director, Enterprise [email protected]%26.0%

Wayne State University100$ 221,537

Yale UniversityYX18$ 881,765IRES Proposal Development (PD) Tool, based on InfoEd; formerly CoeusInfoEdInfoEdHuron/Clickhttps://your.yale.edu/research-support/office-sponsored-projects/preparing-and-submitting-proposalhttps://your.yale.edu/research-support/office-sponsored-projects-MAPS--Jessica HammattSystems [email protected]%26.0%69.9%

http://maestro.tamus.edu/https://research.columbia.edu/content/sponsored-projects-administrationmailto:[email protected]://osp.osu.edu/https://utdirect.utexas.edu/rms/https://www.ohsu.edu/xd/research/administration/proposal-and-award-management/index.cfmhttps://www.research.psu.edu/ospmailto:[email protected]://www.research.psu.edu/orpmailto:[email protected]:[email protected]://finance.rpi.edu/update.do?catcenterkey=35https://research.columbia.edu/content/proposal-submission-systemshttp://finance.rpi.edu/update.do?artcenterkey=940http://research.rpi.edu/compliancemailto:[email protected]:[email protected]://www.txstate.edu/research/mailto:[email protected]://www.depts.ttu.edu/vpr/ors/http://viceprovost.tufts.edu/RAD/about/mailto:[email protected]://rgw.arizona.edu/services/sponsored-projects-serviceshttps://www.rascal.columbia.edu/https://rgw.arizona.edu/compliance/homehttps://rgw.arizona.edu/administration/uaccess-researchhttp://research.ucdavis.edu/proposals-grants-contracts/spo/mailto:[email protected]:[email protected]://research.ucdavis.edu/policiescompliance/https://www.research.uci.edu/sponsored-projects/index.htmlmailto:[email protected]://www.research.uci.edu/compliance/index.htmlmailto:[email protected]://www.brown.edu/research/orimailto:[email protected]://www.srs.uc.edu/Home.aspxhttps://blink.ucsd.edu/sponsor/ocga/index.htmlhttp://sponsoredprograms.illinois.edu/mailto:[email protected]://dsp.research.uiowa.edu/https://ris.research.uiowa.edu/https://www.research2.uky.edu/office-sponsored-projects-administrationmailto:[email protected]:[email protected]://www.osp.cornell.edu/http://www.umaryland.edu/kualicoeus/http://www.umaryland.edu/spa/mailto:[email protected]://research.umn.edu/units/spahttps://egms.umn.edu/quickhelp/EGMS_Support/overview.htmlmailto:[email protected]://www.unr.edu/sponsored-projectshttps://www.unr.edu/sponsored-projects/project-lifecycle/proposal-preparation-and-submission/infoed-grants-management-systemhttp://research.unc.edu/sponsored-research/mailto:[email protected]://www.oria.cornell.edu/https://research.nd.edu/https://www.southalabama.edu/departments/research/spa/https://www.southalabama.edu/departments/research/spa/eraonline.htmlhttps://research.usc.edu/dcg-main-page/mailto:[email protected]://www.usf.edu/research-innovation/sr/mailto:[email protected]://www.rsp.wisc.edu/https://www.rsp.wisc.edu/WISPER/index.cfmmailto:[email protected]://researchadministration.caltech.edu/osrhttp://www.uta.edu/research/administration/departments/gcs/index.phphttps://mentis.uta.edu/public/mailto:[email protected]://research.utdallas.edu/ospmailto:[email protected]://www.utsouthwestern.edu/about-us/administrative-offices/sponsored-programs/http://www.utsouthwestern.edu/about-us/administrative-offices/information-resources/academic-information-systems/systems/ergo.htmlhttps://research.utexas.edu/osp/https://www.purdue.edu/business/sps/http://osp.osu.edu/resources/etools/http://www.researchcompliance.caltech.edu/http://www.sims.psu.edu/index.htmhttp://sponsoredprograms.illinois.edu/contact/contactform3.htmlhttp://blink.ucsd.edu/sponsor/rci/index.htmlhttp://orrp.osu.edu/http://research.illinois.edu/regulatory-compliance-safetyhttps://research.umn.edu/units/rcohttps://research.unc.edu/research-compliance-program/https://www.rsp.wisc.edu/compliance.cfmhttps://rac.berkeley.edu/http://researchadmin.iu.edu/GrantContract/gc-propprep/gcs_fanda_cost_rates.htmlhttp://www.osp.emory.edu/https://www.cga.msu.edu/PL/Portal/DocumentViewer.aspx?cga=aQBkAD0AMQA2ADUAhttp://osp.osu.edu/files/2014/01/OSU_fringe_rate_agreement_FY2018.pdfhttps://www.research.psu.edu/sites/default/files/Current%20-%20Rate%20Sheet%20%289.15.17%29_0.pdfhttps://www.purdue.edu/business/sps/pdf/rateagreement.pdfhttps://spo.berkeley.edu/policy/fa2017.pdfhttp://ora.research.ucla.edu/OCGA/Documents/Standard-Instit%20Info/F-A-rate-agreement-2017.pdfhttps://blink.ucsd.edu/research/preparing-proposals/proposal-development/budgets/indirect.htmlhttps://www.obfs.uillinois.edu/common/pages/DisplayFile.aspx?itemId=780179http://www.finance.umich.edu/system/files/FA_Rate_Agreement_Nov_2016.pdfhttps://research.umn.edu/units/oca/fa-costs/current-fa-rateshttp://www.osp.emory.edu/systems/index.htmlhttp://research.unc.edu/sponsored-research/resources/data_res_osr_infosheet/https://research.utexas.edu/wp-content/uploads/sites/5/2015/10/rate_agreement_eff_sep2014.pdfhttp://finance.uw.edu/maa/sites/default/files/fa/FA-FB-Rates-2017-07-21.pdfhttps://www.rsp.wisc.edu/rates/rates.pdfmailto:[email protected]://research.vcu.edu/osp/index.htmhttps://research.vcu.edu/vcuera/index.htmhttp://www.controller.vcu.edu/cost/farates.htmmailto:[email protected]:[email protected]://portal.research.ucla.edu/index.aspx?Section=Generalhttp://osp.emory.edu/handbook/otherora/orc.htmlmailto:[email protected]://researchintegrity.asu.edu/https://researchadmin.asu.edu/erahttps://researchadmin.asu.edu/https://researchadmin.asu.edu/files/F-and-A-Rate-Agreement.pdfmailto:[email protected]://www.dartmouth.edu/~comply/https://ors.duke.edu/https://osp.finance.harvard.edu/https://osp.finance.harvard.edu/fa-cost-rates-federal-sponsorshttp://www.osp.gatech.edu/https://www.nyu.edu/research/resources-and-support-offices/getting-started-withyourresearch/office-of-sponsored-programs.htmlhttps://www.nyu.edu/research/resources-and-support-offices/getting-started-withyourresearch/registration-for-electronic-submissions.htmlhttps://www.nyu.edu/research/resources-and-support-offices/getting-started-withyourresearch/office-of-sponsored-programs/policies/nyu-administrative-information-for-proposal-preparation/f-and-a-salary.htmlhttps://research.ncsu.edu/sparcs/https://research.ncsu.edu/sparcs/budgeting-guidelines/budgeting-f-and-a/http://orsp.rutgers.edu/https://costanalysis.rutgers.edu/sites/default/files/Approved%20Fringe%20Rates%207.1.2017%20-%206.30.2018.pdfhttp://rapss.rutgers.edu/eGrants/Rooms/DisplayPages/LayoutInitial?Container=com.webridge.entity.Entity%5BOID%5B78047E6170180D4495B0BA166113E54E%5D%5Dhttps://orra.rutgers.edu/https://www.rfsuny.org/Information-For/Online-Tools-/SUNY-PACS/SUNY-PACS-Login/http://researchintegrity.gatech.edu/https://www.colorado.edu/ocg/https://www.colorado.edu/ocg/boulder-erainfoedhttps://spa.uga.edu/https://spa.uga.edu/frequently-used-information/http://www.upenn.edu/researchservices/http://www.upenn.edu/researchservices/penndata.htmlhttps://www.pennera.upenn.edu/http://www.research.pitt.edu/processing-teams/grants-management-serviceshttp://electronicresearch.pitt.edu/https://www.vanderbilt.edu/sponsoredprograms/https://research.jhu.edu/jhura/https://www.vanderbilt.edu/sponsoredprograms/coeusatvu.phphttp://research.ufl.edu/dsp.htmlhttp://www.usf.edu/research-innovation/sr/proposal-prep/indirect-costs.aspxhttps://www.uth.edu/sponsored-projects-administration/mailto:[email protected]://www.uth.edu/sponsored-projects-administration/institutional-information/index.htmhttps://www.rfsuny.org/Information-For/Online-Tools-/SUNY-PACS/SUNY-PACS-Login/https://www.rfsuny.org/Information-For/Online-Tools-/SUNY-PACS/SUNY-PACS-Login/https://www.einstein.yu.edu/administration/grant-support/https://www.bcm.edu/research/office-of-research/sponsored-programshttps://research.jhu.edu/oris/https://www.bcm.edu/research/office-of-research/sponsored-programs/indirect-costshttps://brain.bcm.edu/Login.aspx?ReturnUrl=%2fbrainlogin.asphttps://www.cmu.edu/osp/https://www.cmu.edu/osp/old-forms/fa-fy18-fixed-rate.pdfhttps://www.cmu.edu/research-office/sparcs/https://www.cmu.edu/research-compliance/https://case.edu/research/faculty-staff/compliance/https://case.edu/research/faculty-staff/education/sparta/https://www.research.fsu.edu/research-offices/sra/https://www.research.fsu.edu/research-compliance/https://research.jhu.edu/jhura/compliance/https://www.research.fsu.edu/research-offices/sra/policies-procedures/facts-sheet/https://sponsoredprojects.gwu.edu/https://sponsoredprojects.gwu.edu/institutional-informationhttps://sponsoredprojects.gwu.edu/submit-proposalhttps://research.gwu.edu/ensuring-research-integrity-and-compliancehttps://www.ospa.iastate.edu/https://www.ospa.iastate.edu/sites/default/files/imported/proposal/preparation/docs/2017%20Rate%20Agreement%20signed.pdfhttps://www.compliance.iastate.edu/http://www.lsu.edu/osp/http://www.lsu.edu/osp/files/DHHSRateAgreementdated032317.pdfhttps://osp.mit.edu/http://academicdepartments.musc.edu/research/orsp/http://academicdepartments.musc.edu/research/orsp/electronic_research/coeus.htmlhttps://www.osp.msstate.edu/http://www.controller.msstate.edu/docs/fa-2016.pdfhttp://www.orc.msstate.edu/http://icahn.mssm.edu/research/portal/resources/gcohttp://icahn.mssm.edu/research/portal/resources/rit/electronichttps://research.oregonstate.edu/osraahttps://research.oregonstate.edu/osraa/forms-and-rates/facilities-administration-information-and-rateshttps://research.oregonstate.edu/orihttps://www.cga.msu.edu/http://www2.rockefeller.edu/sr-pd/homepage.phphttp://www2.rockefeller.edu/sr-pd/index.php?page=institutional-datahttps://research.temple.edu/grants/grants-managementhttps://research.temple.edu/sites/research/files/images/Temple%20%20Rate%20Agreement%20Report%20.pdfhttps://www.usuhs.edu/research/rea/office-of-sponsored-programshttp://www.uab.edu/research/administration/offices/OSP/Pages/default.aspxhttp://www.uab.edu/research/administration/offices/IRAP/Pages/default.aspxhttp://osr.ucsf.edu/http://osr.ucsf.edu/fa-rateshttp://osr.ucsf.edu/eproposalhttps://www.cga.msu.edu/PL/Portal/DocumentViewer.aspx?cga=aQBkAD0AMwA3ADMAhttps://www.research.ucsb.edu/spohttp://www.research.ucf.edu/compliance.htmlhttp://www.research.ucf.edu/documents/PDF/FA_Rate_Agreement_current.pdfhttp://www.argis.crata.ucf.edu/http://www.research.ucf.edu/research.htmlhttp://ura.uchicago.edu/http://aura.uchicago.edu/http://ura.uchicago.edu/page/quick-reference-fact-sheethttp://www.ucdenver.edu/research/OGC/Pages/default.aspxhttp://www.ucdenver.edu/research/RIT/era/Pages/default.aspxhttps://osr.northwestern.edu/http://www.ucdenver.edu/research/Research%20Administration%20Documents/FAGrid_2017_2018.pdfhttps://research.uconn.edu/sps-proposals/https://research.uconn.edu/research-it/infoedhttps://research.uconn.edu/rcs/https://research.uconn.edu/sps-proposals/proposal-preparation-guidelines/budget-prep-guidelines/budgeting-costing-guide/indirect-costs/http://www.ors.hawaii.edu/http://www.ors.hawaii.edu/index.php/mygrant-linkhttp://www.ors.hawaii.edu/index.php/apply/budget-development/indirect-costshttps://www.hawaii.edu/researchcompliance/http://research.uic.edu/compliancehttps://kc.mit.edu/https://osr.northwestern.edu/resources/infoedhttp://research.uic.edu/sponsored_programs/preparing-proposal/developing-budget/rateshttp://research.uic.edu/sponsored_programshttp://research.uic.edu/electronic-submission-systemshttp://research.ku.edu/proposal_preparation_review_questionnairehttp://research.ku.edu/streamlyne_implementationhttp://research.ku.edu/facilities_administration_fa_rate_agreements_industry_campushttp://research.ku.edu/research_integrity_office_research_graduate_studies_university_kansashttps://www.umassmed.edu/research/funding/https://www.umassmed.edu/research/compliance/https://www.umassmed.edu/research/funding/facts/https://coeus.itap.purdue.edu/coeus/userAuthAction.dohttps://www.umassmed.edu/research/funding/era/http://uresearch.miami.edu/research-resources/research-information-technologyhttps://www.ora.miami.edu/https://www.ora.miami.edu/forms-and-rates/facilities-and-administrative-rates/index.htmlhttps://research.missouri.edu/ospa/https://research.missouri.edu/ogwp/files/grantfactsheet.pdfhttps://research.missouri.edu/compliance/http://research.unl.edu/sponsoredprograms/http://research.unl.edu/sponsoredprograms/facilities-and-administrative-cost-rates/https://nugrant.unl.edu/system/loginhttps://www.princeton.edu/orpa/http://osp.unm.edu/cayuse-research-suite.htmlhttp://researchcompliance.unm.edu/http://osp.unm.edu/resources/RateAgreementMemo.pdfhttp://osp.unm.edu/cayuse-research-suite.htmlhttps://ors.ou.edu/https://ors.ou.edu/cayuse/https://ors.ou.edu/about/rateagr.htmlhttp://compliance.ouhsc.edu/https://www.rochester.edu/ORPA/_assets/pdf/prop_FA_FB_RateAgreement.pdfhttps://www.rochester.edu/orpa/http://www.princeton.edu/ria/https://osp.utah.edu/https://osp.utah.edu/resources/quick-reference/fa-rates.phphttp://research.utah.edu/integrity/http://sponsoredprograms.virginia.edu/https://sponsoredprograms.dev.uvaits.virginia.edu/rateshttp://www.virginia.edu/vpr/Compliance/index.htmlhttps://osp.vt.edu/https://www.research.vt.edu/era/https://www.researchcompliance.vt.edu/https://osp.vt.edu/resources/rates/indirect-costs.htmlhttps://doresearch.stanford.edu/research-offices/osr-office-sponsored-researchhttps://sps.wsu.edu/2015%20F&A%20Final%20Rate%20Agreement.pdfhttp://www.ora.wsu.edu/https://orso.or.wsu.edu/https://gmas.fss.harvard.edu/mailto:[email protected]:[email protected]:[email protected]://research.uga.edu/overview/researchers/eresearch-portal/mailto:[email protected]://doresearch.stanford.edu/research-offices/office-research-administration-ora/office-sponsored-research-osr/stanford-electronic-research-administration/stanford-electronic-research-administrationhttps://doresearch.stanford.edu/research-scholarship/protocolshttps://srs.tamu.edu/http://ora.research.ucla.edu/ocga/Pages/OCGA_Home.aspxhttp://ora.research.ucla.edu/rpc/Pages/RPCHome.aspxhttp://www.umich.edu/~eresinfo/pm.htmlhttps://spo.berkeley.edu/https://rac.berkeley.edu/phoebe/background.htmlhttp://spark.ucdavis.edu/http://www.ora.umd.edu/kualiresearchhttp://www.ora.umd.edu/https://www.washington.edu/research/osp/http://www.washington.edu/research/tools/sage/https://www.washington.edu/research/compliance/http://research-compliance.umich.edu/?_ga=2.17647165.568038228.1518447209-1223771953.1518129170https://research.wustl.edu/offices/osrs/https://your.yale.edu/research-support/office-sponsored-projects/preparing-and-submitting-proposalhttps://research.wustl.edu/offices/paamco-project/https://your.yale.edu/research-support/office-sponsored-projectshttp://sites.tufts.edu/ras/http://www.bu.edu/kcrm/https://research.usc.edu/kuali-coeus/http://www.txstate.edu/research/osp/pre-award-support/preparing-a-proposal/kuali-research.htmlhttp://www.depts.ttu.edu/vpr/ors/cayuse/index.phphttps://blink.ucsd.edu/research/preparing-proposals/proposal-development/epd/index.htmlhttps://www.research.uci.edu/sponsored-projects/era/index.htmlmailto:[email protected]://www.osp.cornell.edu/mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://orsp.umich.edu/mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://www.brown.edu/research/office-sponsored-projectsmailto:[email protected]://www.bu.edu/researchsupport/profile/sponsored-programs/http://www.bu.edu/researchsupport/compliance/mailto:[email protected]://vpr.colostate.edu/osp/https://vpr.colostate.edu/kr/mailto:[email protected]://www.dartmouth.edu/~rapport/http://www.dartmouth.edu/~osp/mailto:[email protected]://www.brown.edu/research/conducting-research-brown/research-administration-information-systems/coeushttp://www.fau.edu/research/sponsored-programs/grantsera.phphttp://www.fau.edu/research/sponsored-programs/index.phphttp://research.fiu.edu/proposal-preparation/epraf/http://research.fiu.edu/ored/mailto:[email protected]://researchadmin.iu.edu/http://researchadmin.iu.edu/Systems/systems_kc.htmlhttp://researchcompliance.iu.edu/index.htmlmailto:[email protected]:[email protected]

Pre-award All

SurveyY

Row LabelsCount of Pre-AwardCount of Pre-Award2

Huron/Click1818%

InfoEd1515%

Kuali/Coeus2121%

Internal4040%

Streamlyne Research11%

iMedRIS11%

Cayuse SP44%

Grand Total100100%

Pre-Award Solutions - All Universities (100)

Count of Pre-Award

Huron/ClickInfoEdKuali/CoeusInternalStreamlyne ResearchiMedRISCayuse SP18152140114Count of Pre-Award2

Huron/ClickInfoEdKuali/CoeusInternalStreamlyne ResearchiMedRISCayuse SP0.180.150.210.40.010.010.04

Pre-award - Peer

PeerX

Row LabelsCount of VendorCount of Vendor2

Huron/Click17%

InfoEd17%

Kuali/Coeus643%

Internal643%

Grand Total14100%

Pre-Award Solutions - Peer Institutions (14)

Count of Vendor

Huron/ClickInfoEdKuali/CoeusInternal1166Count of Vendor2

Huron/ClickInfoEdKuali/CoeusInternal7.1428571428571425E-27.1428571428571425E-20.428571428571428550.42857142857142855

Implementation - Peer

PeerX

Row LabelsCount of ImplementationCount of Implementation2

On Premise1179%

SaaS17%

Mix214%

Grand Total14100%

Implementation Type - Peer Institutions

Count of Implementation

On PremiseSaaSMix1112Count of Implementation2

On PremiseSaaSMix0.78571428571428577.1428571428571425E-20.14285714285714285

S2S - Peer

PeerX

Row LabelsCount of S2SCount of S2S2

Cayuse 424536%

Direct Submission643%

Huron SF42417%

Kuali Research17%

Other17%

Grand Total14100%

Count of S2S

Count of S2S

Cayuse 424Direct SubmissionHuron SF424Kuali ResearchOther56111Count of S2S2

Cayuse 424Direct SubmissionHuron SF424Kuali ResearchOther0.357142857142857150.428571428571428557.1428571428571425E-27.1428571428571425E-27.1428571428571425E-2

Compliance - Peer

PeerX

Row LabelsCount of ComplianceCount of Compliance2

eProtocol17%

Huron/Click750%

Kuali/Coeus321%

Other321%

Grand Total14100%

Count of Compliance

Count of Compliance

eProtocolHuron/ClickKuali/CoeusOther1733Count of Compliance2

eProtocolHuron/ClickKuali/CoeusOther7.1428571428571425E-20.50.214285714285714270.21428571428571427


ERA Distribution – Peer InstitutionsHome-Grown Kuali/Coeus Cayuse Huron/Click InfoEd eProtocol PeopleSoft Grants

Indiana University, Bloomington X

Michigan State University X X

Ohio State University X X X

Pennsylvania State University X X X

Purdue University, West Lafayette X X

University of California, Berkeley X X

University of California, Los Angeles X X X X

University of California, San Diego X

University of Illinois at Urbana-Champaign X X

University of Michigan, Ann Arbor X X

University of Minnesota, Twin Cities X X X

University of North Carolina at Chapel Hill X X

University of Washington X X

University of Wisconsin-Madison X X X

University of Texas at Austin X X X


Kuali Research


• Open source development model originally based on Coeus software developed at MIT in 1998

– Coeus, and later Kuali Coeus, widely adopted by a number of institutions• Kuali Foundation members devote resources to shared development

and management– Foundation also manages Kuali Financials and Kuali Student Enterprise

Resource Planning (ERP) services• In 2014 Kuali Foundation announced transition to Kuali, Inc.

– Acquired portions of rSmart, a former Kuali Commercial Affiliate– Still open source, but Kuali, Inc. is the foundation’s commercial arm for

development and implementation– Offers Software as a Service (SaaS) using a subscription model, or source

can be freely downloaded and managed on-site– Releases monthly patches to Kuali Research baseline (v6.x)

• Modules– Proposal Development, Institutional Proposal, Award, COI, Protocols (IRB/IACUC)

• In use by– Coeus – Purdue University– Kuali Coeus (v5.2.1) – Indiana University, Michigan State, UC Berkeley, etc. (many, many others)– Kuali Research (v6.x) – UC San Diego, UC Irvine, Colorado State University, University of Maryland– Many universities that use Kuali Coeus have not transitioned to Kuali Research as the migration effort is significant; others have

expressed concerns about the switch to a commercial modelHighlights: Open Source, Form Builder, User Dashboard (late 2018),

Active User Community, Real-time Data Export/Access


Huron Research Suite


• Formerly Click Grants– In 2010 Huron Consulting acquired Click Commerce, Inc. and began

making Click one integrated suite to offer as a competitive ERA solution

– Previously Huron was primarily a consulting company only, and would implement solutions based on customer preference

• Offer on-site hosting or SaaS implementations– In the past, Huron has primarily used a license + maintenance model

that is consultation/customization-driven– In last two years started transitioning to a more solutions-based

product (configured vs. customized)– Now offer both Product and SaaS based implementations, depending

on institutional needs• Only a few clients using SaaS model currently

• Modules– Agreements, Animal Operations, Clinical Trials, Conflict of Interest,

Effort Tracking, Grants, IACUC, IRB, Safety (all product modules run on a common framework called Portal)

• In use by– University of Washington and UCLA (compliance only), University of

Michigan, UT MD Anderson, UT Southwestern, Virginia Commonwealth University, many others

Highlights: Dashboard, Workflow Visualization, Reviewer Support, CTMS module,Business Process Development, Active User Community, Implementation Management


Cayuse


• Cayuse Suite includes Cayuse 424 and Cayuse SP products– Cayuse SP based on RAMSeS software originally developed at University of North

Carolina at Chapel Hill and licensed to Cayuse in 2009– License included non-compete/exclusivity clause, which expired in 2015

• Cayuse, Inc. acquired by Evisions in 2012• Sold in 2017 to private equity firm Quad Partners• Implementation

– Previously supported on-site hosting implementations using a license + maintenance model, now solely supports SaaS via a subscription

– Current product does not offer complete integration between modules– Offered to bring us on as a development partner for next generation grant solution

• Modules– Cayuse 424, Cayuse SP, IRB, IACUC, COI, Financials

• In use by– Cayuse 424: Used by a number of large research universities for federal grant

submissions, including UT Austin– Cayuse SP: UC Davis (very limited implementation by large research institutions)

Highlights: Report Visualization, Standard for S2S, Form Builder, Development Partner Opportunity


InfoEd


• InfoEd owned by InfoEd Global – Also developers of SPIN, search engine for finding funding opportunities

• Among the earliest ERA solutions (development going back to 1998)– Historically, if a university looked outside for ERA solutions, the options

were limited to InfoEd and Coeus/Kuali Coeus, which led to wide-spread adoption in the early 2000s

• Modules– Pre-Award, Financials, Compliance (IRB, IACUC, Safety, COI), Lab

Management, Effort• In use by

– UCLA, Princeton, Washington University in St. Louis (recent RFP), Brown University, Columbia, Northwestern, University of Nevada-Reno, McGill University, others

– Several universities surveyed stated they are moving away from InfoEd to other solutions (some concerns about older baseline)

Highlights: Customizable eForms, Financials Visualization, Enterprise-wide ERA Solutions


Solution Comparison

Hosting Data Export CodebaseFunding

OpportunitiesGrants &

Agreements S2S COI IRB IACUC IBCAnimal

Operations Financials

Huron On Premise, SaaS DailyProprietary

w/SDK N/A X X X X X X X N/A

Kuali SaaS Real-time Open Source N/A X X X X X N/A N/A N/A

Cayuse SaaS Daily Proprietary N/A X X X X X N/A N/A X

InfoEdOn Premise,

Vendor, 3rd Party

Daily Proprietaryw/SDK SPIN X X X X X X X X

UT Austin Current

On Premise & SaaS - - Pivot RMS

Cayuse 424 eProtocol IRBAccess eProtocol eProtocol eProtocol RMS


Hybrid/Partnership

Point Solutions

Integrated Suites

Discovery Results / Potential Procurement Paths


• Commercial vs homegrown

• Custom vs product

• On premise vs subscription

• Integrated suite vs point solution

Considerations

• Commercial vs Homegrown

• Custom vs Product

• On Premise vs Subscription

• Integrated Suite vs Point Solution

• Open Source vs. Proprietary

Custom Commercial

‘Best of Breed’

Subscription/SaaS

Development Partnership

On Premise

Hosted

Huron / InfoEd / Kuali

Huron / InfoEd

Huron / InfoEd / Kuali

IRBManager / eProtocol / etc.

Cayuse

RFQ/RFP

Sole Source/ EAJ

FEATURES


Integrated Modules

Direct submissions from proposal instead of

having separate records

Ability to directly relate (link) proposals to

protocols

Common user experience across modules



Integrated Modules (Cont.)

Ability to directly relate (link) protocols to

proposals

Visualization of FID conflicts or status at time

of PRF, submission, award, and with protocols



User Dashboards


Summarized actions by

activity type

Integrated Deadline/Meeting

Calendars

Direct links to projects and

records

Role/user-based Filtering


Workflow Visualization


Highlighted visualization of

status

Workflow diagram to increase process

transparency/ self-service


Reviewer Notes/Change Tracking


In-line reviewer notes to capture communications

within system

Visual change-tracking at field level and within

documents


Form Builder/Designer


Pick list of form elements to create

custom forms for specific institutional needs

‘Drag and drop’ view to build out and redesign forms

Support for optional and smart-form

elements


Reviewer Checklists


Ability to create reviewer checklists

within the application

Apply/enable by role


Built-in Reports


Support for standard and ad

hoc reports

Built-in visualization tools

Ability to create and schedule

reports to run at specific times


FID Review/Management


Built in management plan tools, including review and approval

workflowsSupport for FCOI

committee reviews and scheduling


Built-in Help/Training


Help center with guides, procedures

and regulatory information

Tool-tips/in-line help