i’m lisa stephens, iitg program manager, joined today by ... · the slides with notes and...

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Welcome! I’m Lisa Stephens, IITG Program Manager, Joined today by Business Manager Sandy Cowin and Peg Palmiere Director of Finance and AdministraHve Systems in the Office of the SUNY Provost. Today’s session is being recorded and will be posted on the IITG ApplicaHon Website along with the Powerpoint and notes. Feel free to jump in and ask a quesHon – and we’ll keep an eye on the chat box for quesHons too. 1

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Page 1: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Welcome!

I’mLisaStephens,IITGProgramManager,JoinedtodaybyBusinessManagerSandy

CowinandPegPalmiere‎DirectorofFinanceandAdministraHveSystemsintheOffice

oftheSUNYProvost.

Today’ssessionisbeingrecordedandwillbepostedontheIITGApplicaHonWebsite

alongwiththePowerpointandnotes.

FeelfreetojumpinandaskaquesHon–andwe’llkeepaneyeonthechatboxfor

quesHonstoo.

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Page 2: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Today’swebinarbuildsonthepresentaHonfromacoupleFriday’sagowherewedid

a“deeperdive”intotheprogrambackgroundandexplanaHonoftheRFP.Theslides

withnotesandrecordingofthatwebinararearchivedontheIITGwebsite.

Asoflastnight,theIITGGrantApplicaHonPortalhad(9)TierOne,(2)TierTwo’s,and

noTierThreeproposalsunderdevelopment.Thisisgreatnews–itmeanspeopleare

makinggooduseoftheonline,hostedsystemandnotwaiHngunHlthelastminuteto

uploadandrefinematerials.

We’reassumingofcoursethatyou’vehadachancetolookattheRFP,and“lessons

learned”highlightsfrompreviousIITGmid-projectreportswillbeshared..I’llborrow

afewslidesfromthelastpresentaHontoreinforcesomepoints…butjustafew!

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Page 3: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

EverythingyouneedisontheapplicaHonsiteunderthe“ApplicaHonandProgram

Support”box…justclickonthegraphic.

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Page 4: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

AquickreminderofeligibilityforIITG

AllfullHmeSUNYfaculty/staffareeligibletoapplyforanIITG.

AdjunctfacultycanparHcipate,aslongtheyarepartneredwithafullHmestaff

memberandhaveledersofsupportfromtheirhomedepartmenttoensureproject

compleHon.

Mul$pleproposalsfromacampusorindividualsarewelcome–butpleasedon’tsubmitthesamerequestunderdifferentfundingHers…forsurechangetheHtleand

makesurethere’sgooddifferenHaHonifyouleveragesimilarcontentintwodifferent

Hers.

CampusguidelinescanvaryquiteabitacrossSUNY,andthat’swhytheapplicaHon

formrequiresapplicantstoidenHfysomekeysupportpersonnelatthelocalcampus

level,soifyou’reprojectisfunded,wecanefficientlyreachouttoallthecampus

stakeholderstoensuresuccess.

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Page 5: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Chris–ThePerformanceImprovementFund(PIF)hasalsobeenuHlizedtosolidify

communiHesofpracHcethatweregiventheirstartwithIITGgrants.ThepurposeofIITGisto

help“movethedial”onmakinginnovaHvehighereducaHonpracHcesavailablewidelyacross

SUNY.

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Page 6: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

AllthematerialsyouneedareontheApplicaHonSecHonoftheIITGwebsite

StartontheProjectApplicaHonWebsiteLink

You can either logon with your previous account credentials, or create a new account. If you created an account in the past, but forgot your password, just click on the “Forgot your Password” link and the system will send your password to the email address on record in the system.

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Page 7: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Once you provide a password, it will take you to the application page where you select a funding tier Pleaserefrainfromplayingtheoddsbysubmiingaverysimilarproposalattwo

differentfundingHers.It’sfineifyouwanttosubmitmorethanonegrantwitha

similarconcept–butwestronglyrecommendthatdifferentdescripHveHtlesbeused

ifthat’sthecase.

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Page 8: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

AllthematerialsyouneedareontheApplicaHonSecHonoftheIITGwebsite

StartontheProjectApplicaHonWebsiteLink

You can either logon with your previous account credentials, or create a new account. If you created an account in the past, but forgot your password, just click on the “Forgot your Password” link and the system will send your password to the email address on record in the system.

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Page 9: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

PleasechecktheFAQsecHonfirstifyouhaveaquesHonabouttheApplicaHon,

BudgetorAdministraHveprocesses–wethinkwe’vegotmostofthecommon

quesHonsandissuescovered,butwe’rehappytoreceivefeedbackandupdatemore

informaHononthesepages–justletusknow!

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Page 10: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

The budget section is in two parts – although you may need to complete the spreadsheet before writing the narrative. First - download the excel worksheet provided either by clicking on the link, or returning to the application site to get the file. Fill in the spreadsheet, then concentrate on writing the narrative – or visa versa. Then upload a brief document that describes the budget narrative in detail, and upload your spreadsheet. Notice there is a text box. We can’t say it too many times. These are “use it or lose it” funds – all state funds MUST be expended by June 30th 2019. You must enter “I agree” with that policy or you can’t continue with the application. Please enter contact name(s) at the campus or department level who are familiar with State purchasing requests, along with an email address. If you receive an award, we will keep this contact name on file in case we need to work through any administrative issues. More importantly, these fields provide evidence to the reviewers that you’ve identified a local “go to” person should procurement questions arise.

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Page 11: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Whydon’twehavealotofguidanceintheFAQ’saboutin-kind?

BecauseitgetssHckyintermsof“professionalobligaHon”andthedifferent

expectaHonsforfacultyvs.staffserviceandroles.

WeareintenHonallyvagueinordertomaximizetheopportunityforallSUNYfaculty

andstafftobringgoodideastolife.

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Page 12: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Youmaywanttoconsidersiingoutayearbeforeapplyingforanotherroundof

fundsifitleadstoastrongerfutureproposalandenablesacleardelineaHon

betweentheprojectstart,andwhatwillbegainedbyprojectconHnuaHon.

•  You’llalsoneedtoindicatetoreviewershowyourprojectwillmoveforwardinthe

futureonceabsentIITGfunds–whichhavebeenconstrainedtoasinglerenewal.

•  IITG’sareclearlycontribuHngtosupportforOpenSUNYandotherimportant

SUNYwideoutcomes,sowe’reopHmisHcthatthisprogramwillbeavailablethe

foreseeablefuture

•  Thisisconsideredaseedgrantprogram,butwe’realreadyseeinghowstrong

projectoutcomesfosterfuturefundingopportuniHesfrommulHpleagencies

externaltoSUNY.SokeepaneyetowardthatobjecHvewhenseekingproject

renewalfunds.

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Page 13: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Toreiterate–

•  Thesearestatetaxpayerdollars–youmustfollowstateprocurementandall

campusbasedpurchasingrules.

•  Ifyouhaveexpendituresthissummer,you’llhavetoworkwithyourlocalcampus

tocoverthoseexpensesunHlfundsarereleased.

MightwanttogettoknowwhoyourcampusbusinessofficertoseektheirhelpNOW

asapartoftheplanningprocess.

Ifyou’reworkingwithsomeoneonwhoisontheRFpayroll,you’llneedtofollow

campusprocedures–usuallyaninvoicemustbepresentedinordertomovefunds

fromastateaccounttoanRFaccount

Asareminder–procurementpoliciesvaryfromcampustocampus-followyour

localpolicies!

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Page 14: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Youareabletomakebudgetrevisionspostaward,butneedtorequestpermissionif

arevisionexceeds20%ofthetotalfundingrequestwithintheOTPSorPSRcategory.

Allawardsaresubjecttoaudit.

Also–pleasebeverycauHousifyoubudgetanytypeofparHcipaHonincenHve.You

can’tgiveawaylaptopsoriPadsorengageinrandomgamesofchancewithState

taxpayerfunds.Ifavendorsuppliestheseitemsin-kind,that’sfine.

RememberthatIITG’sareNOTforeveryone.Ifyouintendtolatercommercialize

yourprojectoutcomes,pleasecheckwithusfirst,youmaynotwanttoopenlyshare

onthewebsite…butwehavehadsomecaseswheretwodifferentversionsof

outcomeswerecreated…ifyou’reinthatboat,let’stalk.

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Page 15: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Each proposal is reviewed by three peer reviewers before being ranked for secondary review by the Research and Innovation Steering Committee and SUNY Provost Staff. Reviewers see all the application information, your identity is not stripped from the proposal – however, the reviewers are blind to each other. Reviewers are randomly assigned to proposals (outside their institution) and we ask reviewers to identify any potential areas for conflicts of interest so we can swap out reviews. If you’d like to serve as a reviewer, the deadline to submit your name for selection is Monday the 19th of February – it’s a heavy lift to match reviewers to projects, so if you’ve not previously registered as a reviewer, please do so ASAP. If you’ve served as a reviewer in the past, you’ll be receiving an invitation to serve next week. The Provost relies heavily on the peer and secondary reviews, and makes the final call on proposal funding in light of SUNY wide strategic alignment.

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Page 16: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

LessonsLearned

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Page 17: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

LessonsLearned

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Page 18: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

Surprises

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Page 19: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

CommunicaHon

ThenextmostpopularthemetoemergewasaboutcommunicaHonintermsof

Hmeline,rolesandprocess.

(walkthroughpoints,followedbysecondcommunicaHonslide)

Aswehavestudentinterns,andnextterm,paidstudentassistantstoworkingonthis

project,wehaveencounteredtheinevitablechallengeofmakingsuretheteamstays

ontaskandisabletoworkinaself-directedway.Wehavefoundthatweeklyhour-

longmeeHngswithourWebProducHonManagerandonlinetodolistssentvia

googledocshavebeenhelpfulinkeepingtheteamontrack.

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Page 20: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

ThenextmostpopularthemetoemergewasaboutcommunicaHonintermsof

Hmeline,rolesandprocess.

(walkthroughpoints,followedbysecondcommunicaHonslide)

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Page 21: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

TheIITGadministraHonteamisheretohelp.PleaseusetheemailaliassoifI’m

travelingorunavailableotherswillbemonitoringyouremailtoassistwithany

quesHonsthatarise.

Monthlyupdatesareprovided,whichyouareresponsibleforforwardingtoyour

collaborators.

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Page 22: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

TheIITGadministraHonteamisheretohelp.PleaseusetheemailaliassoifI’m

travelingorunavailableotherswillbemonitoringyouremailtoassistwithany

quesHonsthatarise.

Monthlyupdatesareprovided,whichyouareresponsibleforforwardingtoyour

collaborators.

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Page 23: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

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Page 24: I’m Lisa Stephens, IITG Program Manager, Joined today by ... · The slides with notes and recording of that webinar are archived on the IITG website. ... as a part of the planning

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