2017 sra international annual meeting october 14-18, · pdf file2017 sra international annual...

2017 SRA International Annual MeetingOctober 14-18, 2017

Renee J. Vaughan, M.Div., MA, CRA Clinical Research Unit Financial Practice Manager,

Duke University School of Medicine, Durham, NC, USA

Renee J. Vaughan, M.Div., M.A., CRACRU Financial Practice Manager

Psychiatry and Behavioral Sciences, Duke University School of Medicine

Funding Development and Communication Strategies:SRA International Annual Meeting

Educating Research Administrators for the FutureOctober 14 – 18, 2017, Vancouver, BC

This SRAI Annual meeting is seeking to engage attendees. We are using Twitter so you can share your unique experiences with others.

My Twitter handle is @FundingAdvisory. Please feel free to tweet as the session progresses about: ideas that strike you as important, quotes from the speaker, thoughts about the presentation, etc.

Remember to use hashtag #SRA2017AM so that everyone who is following our meeting will see your tweets.

Course Description:

The aim of this session is to demystify the identification of funding opportunities. Tips and techniques as well as an overview of various types of electronic search directories, engines, services and databases will be presented. These strategies along with email alert services and the use of social media, particularly twitter streams, can be used as optimal tools in funding development and dissemination of funding trends and opportunities in a global context. Tracking these trends and forecasting through resources such as agency funding databases, and research.gov will be outlined. Networking and interaction at professional meetings with program officers as well as with peers with similar interests will also be discussed. Digital media dissemination strategies will be analyzed.

Objectives:1. Identify funding opportunities utilizing electronic, social media and interpersonal mechanisms.

2. Examine best practices in communicating funding opportunities and programs of significance to investigators and interested parties.

Why Are We Here?NIH Research Funding Trends

Federal Support of NIH U.S. Biological and Medical Research Fell for Over a Decade• From FY 2003 to 2015, the National Institutes of

Health (NIH) lost 22% of its capacity to fund research due to budget cuts, sequestration, and inflationary losses.– Reduced funding capacity results in:– Fewer grants– Fewer new discoveries– Talented scientists leaving research


Congress Has Begun Restoring the NIH Budget• In both FY 2016 and FY 2017, Congress raised

the NIH budget by $2 billion. • With the FY 2016 budget increase alone, NIH was

able to award 832 more research project grants.• NIH’s funding capacity has been restored to its

pre-sequestration level (FY 2012) through these budget increases!


• Sustained and Predictable Growth Is Needed to Advance U.S. Biomedical Research

• FASEB recommends another $2 billion increase for NIH in FY 2018.

• A pattern of sustainable increases would allow NIH to support more meritorious research to improve the country’s health and quality of life as well as train the next generation of scientists.

http://faseb.org/Science-Policy--Advocacy-and-Communications/Federal-Funding-Data/NIH-Research-Funding-Trends.aspx

Why Are We Here?Historical Trends in Federal R&D

Why Are We Here?Funding Trends - Foundations

• Explore Trends in Global Philanthropy

• Global Giving Crowdfunding platform– $268 Million Projects– 15,288 projects– 170 Countries

• Bill & Melinda Gates Foundation– Top International Funder since 2004– 2.6 billion


Giving USA 2017: Total Charitable Donations Rise to New High of $390.05 Billion

• The Numbers for 2016 Charitable Giving by Source:– Giving by individuals totaled an estimated $281.86 billion,

rising 3.9 percent (2.6 percent adjusted for inflation) in 2016.

– Giving by foundations increased 3.5 percent (2.2 percent adjusted for inflation) to an estimated $59.28 billion in 2016. Data on foundation giving are provided by Foundation Center.


• Giving by bequest totaled an estimated $30.36 billion in 2016, declining 9.0 percent (10.1 percent adjusted for inflation) from 2015.

• Giving by corporations is estimated to have increased by 3.5 percent (2.3 percent adjusted for inflation) in 2016, totaling $18.55 billion

Charitable Giving 2016

• The Numbers for 2016 Charitable Giving to Recipients:

• Giving to religion increased 3.0 percent (1.8 percent adjusted for inflation), estimated $122.94 billion in contributions.

• Giving to education estimated to have increased 3.6 percent (2.3 percent adjusted for inflation) to $59.77 billion.

• Giving to human services increased by an estimated 4.0 percent (2.7 percent adjusted for inflation), totaling $46.80 billion.


• Giving to foundations estimated to have increased by 3.1 percent (1.8 percent adjusted for inflation), rising to $40.56 billion.

• Giving to health organizations estimated to have increased by 5.7 percent (4.4 percent adjusted for inflation), to $33.14 billion.

• Giving to public-society benefit organizations increased by an estimated 3.7 percent (2.5 percent adjusted for inflation) to $29.89 billion.


• Giving to arts, culture, and humanities is estimated to have increased 6.4 percent (5.1 percent adjusted for inflation) to $18.21 billion.

• Giving to international affairs is estimated to be $22.03 billion in 2016, an increase of 5.8 percent (4.6 percent adjusted for inflation).

• Giving to environment and animal organizations is estimated to have increased 7.2 percent (5.8 percent adjusted for inflation) to $11.05 billion

When do we start?

• The Grant Cycle Deadlines• State sponsors

– Legislative actions• Annual award programs• Federal Sponsors

– Regular deadlines, long review timelines– Short FOA turnaround

• Rolling submissions– 60 days before program start

Research.govwww.research.gov

What is Research.gov?

• NSF grants management system

• Helps research administrators manage grants portfolio

• Makes award data available

• View research spending and results

• View highlighted research activities from NSF and NASA

NIH and Federal RePORTER

• NIH RePORTER (updated weekly) –http://projectreporter.nih.gov/reporter.cfm

• Federal RePORTER (updated yearly) –http://federalreporter.nih.gov/ –Administration for Children and Families (ACF) –Agency for Healthcare Research and Quality (AHRQ) –Agriculture Research Service (ARS) –Centers for Disease Control and Prevention (CDC) –Environmental Protection Agency (EPA)

Who are our Stakeholders?Faculty and Research Teams

• Research interest, specialty– Area, specific aims– Methods– Scope of work and complexity

• Preferences– Meeting vs. email

• Periodic evaluation of searches

Search Basics

• Know your Directory, Engines• •Boolean logic: • AND, inclusionary• OR, expands• NOT -exclusionary

– Parenthesis with OR– Quote marks – exact phrase– Asterisk – root stem– Alternative: + , - , * , “ ”

Search basicsKey Terms / Keywords

• http://www.google.com/trends/ • •Funding sources websites and other materials • •Research journal articles • •Listings, Announcements, Calls for Applications • •CV/Resume of other researchers • •Save keywords and notes about them

What do we look for?Funding Opportunity Announcement

Academic Programs and Research• Area of science

– By specialty • Eligibility

– Junior faculty, residency• Scale of expected proposals

– Funded activities– Required effort

• Funding Mechanisms

What do we look for?Application details

• Collaboration requirements• Funding Restrictions• Application due dates• Limited Submissions• Non-Profit

– 501 (c) (3) vs. tax exempt– Donor Profile

• Size, focus, impact, history

• Education– K-12, Higher Ed, Post Grad Fellowships – Outreach

Where do we start?

• Professional meetings– Exhibitors– Program officers– Peer

• Webinars• Council of Foundations http://www.cof.org• Agency meetings and updates• Science Societies• Therapeutic Associations• Others

Where: Federal “One Stop” Fundinghttp://www.grants.gov/

Catalogue of Federal Domestic Assistance www.CFDA.gov

Sample Agency Search EnginesNSF Find Funding http://www.nsf.gov/

NIH Guide for Grants and Contractshttp://www.nih.gov/

National Endowment for the Arts http://arts.endow.gov/

National Endowment for the Humanities

http://www.neh.gov/

Federal Register (daily email) https://federalreister.gov

Federal Business Opportunities http://www.fbo.gov

Sample Search Directories

Yahoo www.yahoo.com

The World’s Oldest DirectoryLinks to other websites

Organized Categorically by subject and alpha order

Sample Search Engines

AltaVista http://www.altavista.com

Excite http://www.excite.com/

Google http://www.google.com/

HotBot http://hotbot.lycos.com/

WebCrawler http://www.webcrawler.com/

Sample Metasearch EnginesSERVER-BASED

Best Search Tools http://www.infopeople.orgDogpile http://www.dogpile.com/

MetaCrawler http://www.metacrawler.com/Northern Light http://www.northernlight.com/

Savvy Search http://www.savvysearch.com/WebCrawler http://www.webcrawler.com/

CLIENT-BASED

WebFerret http://www.ferretsoft.com/Free

Copernic99 www.copernic.com

Sample College/University Grants Administration Sites

• Duke University www.ors.duke.edu/

• College of Charleston http://www.cofc.edu/about/index.php

• Emory http://www.or.emory.edu/

• William and Mary http://www.wm.edu/grants/

Forgarty International Center Cont’d www.fic.nih.gov

African Research Portal researchafrica.com

Foundation Center http://foundationcenter.org/

How – Best Practices:Automated notifications

• Before you start– Gather keywords and eligibility– Determine data management strategy

• Multiple queries vs large data by specialty

• Set weekly delivery• Track Results• Maintain queries regularly

Email Notifications

• Sample is an email service that delivers valuable research and education funding opportunities directly to you.

http://www.researchresearch.com/

• Grants.gov provides organizations with the ability to search for Federal government-wide grant opportunities.

http://www.grants.gov/

• Info Ed Global is an up-to-date listing of national and international government and private funding sources.

Email Subscriptions

• InfoEd Global matches the profiles with the funding opportunities and delivers automatic daily updates.

http://www.infoed.org/

• Community of Science - Pivot offers refined queries

filtered by applicant type in sync with one’s “workbench.”

http://www.pivot.cos.com

• RFP Bulletin offers an email service designed to alert one of foundation opportunities

http://fdncenter.org/pnd/rfp/index.jhtm;

How: Focus Your Search

• Review program goals• Study Eligibility criteria• Assess financial feasibility • Ensure infrastructure availability• Reach out to sponsors with questions

The Chronicle of Philanthropyhttp://philanthropy.com

Researchwww.researchresearch.com

Search Resources• http://www.fdncenter.org • http://www.philanthropyjournal.o

rg • http://www.foundations.org • http://www.cof.org • http://www.fundraising.org • http://www.networkforgood.org• http://www.hhs.gov • http://www.aamc.org• https://www.gatesfoundation.org/

• http://www.fordfound.org • https://.www.rwjf.org • http://.www.carnegie.org • http://www.bwfund.org/ • http://www.louisville-

institute.org/• http://carnegiefoundation.org• http://GivingUSA.org• http://Globalgiving.org

How: Track and Communicate

• Compile and disseminate viable opportunities– Sponsor program title– Program goals– Budget details– Due date– Category– Filter and disseminate– Resulting Action taken

Communication StrategiesSocial Networking

Communication is the transactional or transformational process of creating meaningthrough the use of language and symbols. The goal is to share and understand meaning in order to build communication pathways with stakeholders.

Twitter.com/fundingadvisory•Determine who to follow•Up to the minute news and information•Award data•Track funding trends•Retweet to followers•Integration

Twitter Social Networking Strategies

• Changes in culture, values and identities– Twitter use in facilitating collaboration – Knowledge management tools- Funding fairs

• Syndication– RSS feeds and video sharing and podcasting

Social Networking Technologies

• The diffusion of best practices follow roll-out and implementation.

• Opportunities for embracing new strategies and processes abound.

Web/blog NewslettersDatabases

iTunes – You tube

Social Networking –

LinkedInFacebook

Compliance Wiki

RSS/Peer to Peer

Flickr/instagram/Rating/

Mashups/TaggingFolksonomies

Concurrent Session Handouts Online

Scan the QR code or go to the presentation link to view concurrent session presentations:https://srainternational.org/2017-sra-international-annual-meeting-presentations

The web site will be updated as speakers send in their presentations.

Conclusion:

Funding development is critical to the health of research administration.

Without robust funding many of our roles will disappear and cease to exist.

Contact: Renee J. [email protected]

919.684.1891

2017 sra international annual meeting october 14-18, · pdf file2017 sra international annual...

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