PCORI Online Training for Pre-Award Management System April 2017 - - PowerPoint PPT Presentation

PCORI Online

Training for Pre-Award Management System April 2017

Automates and streamlines the awards management process Maintains records and approvals in one location Provides a “one-stop shop” for all aspects of the award lifecycle, including LOI & Application submission, progress reporting, project monitoring, and more

The new PCORI Online platform will enable Applicants to easily submit a Letter of Intent (LOI) and subsequent full Application to a PCORI funding

• pportunity, as well as

respond to PCORI Information Requests (PIR).

Why Change?

2

3

Introduction to PCORI Online LOI Submission PCORI Information Requests

Agenda

Next Steps and Q&A Application Submission

MeetingBridge Help

4

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PCORI Information Requests (PIRs): If PCORI requests additional information during the application process, respond with additional information and/or documentation. Letter of Intent Submission: Search for and select a PCORI funding

• pportunity, and submit a Letter of Intent (LOI)

with details of the proposed project. Application Submission: After the LOI is reviewed, applicants may be invited to continue in the application process, and submit a full Application.

Welcome to PCORI Online!

5

Account Management: Manage your account on PCORI Online, including your email address, employer, and location information. PCORI funds projects that answer patient-centered questions about health and health care. Through the new PCORI Online, you can submit a LOI and subsequent full Application to a PCORI funding opportunity, as well as respond to PCORI Information Requests.

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

LOI & Application Submission: Process Flow

6

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline. Note: For more information on the Application and Merit Review process, navigate to the PCORI Funding Opportunities page.

7

Key Roles and Responsibilities

Members of the Applicant Project Team and PCORI Staff will have customized access to PCORI Online based on their role.

PCORI Staff Applicant Project Team

Roles Description Principal Investigator (PI) The organization’s primary point of contact throughout the lifecycle of the project, from LOI submission to project completion; is responsible for the programmatic conduct of the project. PI Designee An individual selected by the Principal Investigator (PI) to act as a backup or alternate. Administrative Official (AO) Responsible for the proper administration of the contract, including approving the Application submission, overseeing contract modifications, and other required materials. Roles Description Contracts Administrator (CMA) PCORI’s primary contracts point of contact (POC) for the project(s). Program Officer (PO) PCORI’s primary scientific manager for Research Awards project(s). Program Associate (PA) PCORI staff member responsible for supporting the Program Officer(s) on projects.

Introduction to PCORI Online

In this section, you will master the following activities:

Navigating PCORI Online Quick Tips Getting Started

Getting Started: Logging In

9

If you are a new PCORI Applicant, click on ‘New User’ to obtain login information. If you are a New User and don’t know your login information, click ‘New User?’ Once you complete the New User Form, you will receive an email welcoming you to the portal with a link to log-in

1 2

Note: After creating an account and logging in to PCORI Online, email the PCORI Help Desk at help@pcori.org to gain access to the applicable Application(s) or Project(s).

Getting Started: Logging In, Cont’d

10

Complete the requested fields, including contact information, demographic information, and employer information. Complete requested information Complete requested information

3

Enter Employer Information

4

Learning Point

If you cannot find your Employer Name in the lookup field, select ‘Employer not found.’ You will then be prompted to add additional information about your Organization/Institution.

Email Notification: Once you complete the New User Form, you will receive an email welcoming you to the portal with a link to log-in.

Click ‘Submit’

5

Getting Started: Logging In, Cont’d

11

On the following screen, enter your username (i.e. your email address), and click ‘Reset Password’

Email Notification: After selecting ‘Reset Password,’ you will receive a system-generated email with instructions on how to update your password.

3

If you have previously logged in to the new PCORI Online, enter your User Name and Password to get started. If you need to reset your password, click ‘Forgot your password?’

2

Learning Point

Your user name is the email address you use when interacting with PCORI. Enter your User Name and Password, and click ‘Log in’

1

Navigating PCORI Online: Home Screen

The home screen allows you to apply for awards and access multiple PCORI award management features.

12

Click to view your Research Awards

Navigating PCORI Online: Search for Funding Opportunities

13

To create a new LOI or Application, get started by searching for PCORI Funding Opportunities through the new PCORI Online. Note: You can also continue to search for opportunities through the PCORI website. For further instruction, navigate to the Appendix. Click ‘Funding Opportunities’ to search for new

• pportunities

Enter Keyword(s) and click ‘Search’ to view current opportunities

1 2

Navigating PCORI Online: Search for Funding Opportunities, Cont’d

Once you have selected a PCORI funding opportunity, click ‘Apply’ to begin a Letter of Intent (LOI).

14

Navigating PCORI Online: LOI & Application Dashboard

You can also navigate to existing LOIs and Applications through the LOI & Application Dashboard.

15

Click ‘My LOIs and Applications’ to navigate to the LOI & Application Dashboard

1

Use the left-side menu to view either Applications or LOIs

2

Note: Before beginning your first LOI or Application, you will not see any items on the Dashboard.

To recap, we’ve reviewed the following activities:

Navigating PCORI Online Quick Tips Getting Started

Live Demonstration!

LOI Submission

In this section, you will master the following activities:

Introduction to LOI Submission Complete & Submit a Letter of Intent (LOI)

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

Introduction to LOI Submission: Process Flow

18

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

Introduction to LOI Submission: Navigation

At the top of the LOI, you will find the following tabs which will assist with navigating the various sections of the form.

19

LOI Tabs

Contact Information Add basic contact information for the Organization/ Institution, including the PI, AO, and any Designees. Pre Screen Questionnaire Respond to initial screening questions. Resubmission Indicate whether the organization is resubmitting a previous Application, or has been invited to resubmit an Application from a previous cycle. PI Information Enter detailed information about the PI’s experience with research and grants management. Project Information Provide relevant project information, including the focus disease or condition, projected costs, target populations, and analytic methods. Project Personnel Add the names of Project Personnel who will make up the Awardee Project team. Project Personnel Partners Name all partner individuals or organizations as they should appear on the award project page. Templates & Uploads Download any applicable templates, and upload attachments to include with the Application.

Complete & Submit a Letter of Intent (LOI)

From the LOI & Application Dashboard, navigate to a new or draft Letter of Intent (LOI) for a PCORI funding opportunity.

20

Learning Point

Use the icon to edit a draft LOI.

Learning Point

Required fields are designated with a red asterisks ( ).

Complete & Submit a LOI: Contact Information

On the Contact Information tab, add basic contact information for the Organization/Institution.

21

Use the magnifying glass to select the names of your PI, AO, PI Designee(s), Financial Officer, and Organization

1

Enter Location/Satellite, and Department

2

Click ‘Save & Next’

3

Learning Point

Awardee Project teams can have up to two PI

• Designees. PI and AO

cannot be the same person. Note: Only Project Personnel with active PCORI Online accounts will appear in the magnifying glass search results. Team members that do not appear will need to create an account. For instructions, click here.

Complete & Submit a LOI: Pre Screen Questionnaire

On the Pre Screen Questionnaire tab, respond to initial screening questions.

22

Use the drop-down menus to select ‘Yes’

• r ‘No’ for the

following questions

1

Click ‘Save & Next’

2

STOP!

If you answer ‘Yes’ to any

• f these questions, your

LOI will not progress past the review stage. We recommend you discontinue your LOI submission for this PFA.

Complete & Submit a LOI: Resubmission

On the Resubmission tab, indicate whether the organization is resubmitting a previous Application, or has been invited to resubmit an Application from a previous cycle.

23

Use the drop-down menu to select ‘Yes’ or ‘No’ for the first question

1

Learning Point

If you require additional assistance locating a previous application title and/or ID number, please contact pfa@pcori.org. If ‘Yes,’ respond to the remaining questions and attach the resubmission invitation letter on the Templates & Uploads tab

2

Click ‘Save & Next’

3

Complete & Submit a LOI: PI Information

On the PI Information tab, enter detailed information about the PI’s experience with research and grants management.

24

Complete the PI Information tab through open-ended questions, drop-down menus, and multi-select lists

1

Click ‘Save & Next’

2

Learning Point

On the multi-select lists, use the arrow buttons (>, <) to move items between the Available list and the Chosen list.

Complete & Submit a LOI: Project Information

On the Project Information tab, provide relevant project information, including the focus disease or condition, projected costs, target populations, and analytic methods.

25

Click ‘Save & Next’

2

Complete the Project Information tab through open- ended questions, drop-down menus, and multi-select lists

1

Complete & Submit a LOI: Project Personnel

On the Project Personnel tab, add the names of the Project Personnel who will make up the Awardee Project team.

26

Click ‘New’ to add a new personnel record

1

Enter the individual's name, and use the drop-down menus to enter information regarding their position/role

2

Learning Point

At this point in time, you can name a Co-PI, if applicable.

Complete & Submit a LOI: Project Personnel, Cont’d

Complete the Project Personnel form to add them to the list of the Project Personnel, indicating the individual as ‘Key Personnel,’ if applicable.

27

Check ‘Yes’ or ‘No’ for Key Personnel

4

Click ‘Save’

5

Learning Point

Key Personnel typically includes the PI, Co-PIs and sometimes PI

• Designees. This

designation requires PCORI agreement before it can be changed. Complete the remaining fields through open-ended questions, drop- down menus, and multi-select lists

3 5

Complete & Submit a LOI: Project Personnel, Cont’d

Add additional Project Personnel, edit existing Personnel Records, or continue on to the next tab of the LOI.

28

Navigate to the Action column to ‘Delete,’ ‘Edit,’ or ‘View’ existing records

6

Click ‘Next’ to navigate to the next tab

7

Note: Add additional Project Personnel by clicking ‘New’ again, and repeating steps 1-5.

Complete & Submit a LOI: Project Personnel Partners

On the Project Personnel Partners tab, name all partner individuals or organizations as they should appear on the award project page.

29

Enter applicable individuals or

• rganizations

Click ‘Save & Next’

2 1

Complete & Submit a LOI: Templates & Uploads

On the Templates & Uploads tab, download any applicable templates, and upload attachments to include with the LOI.

30

Upload the completed LOI template

2

Click ‘Save’

3

Download and complete the LOI template

1

When you have completed the LOI and are ready to submit, click ‘Review/Submit’

4

Note: If you have been invited by PCORI to resubmit, upload the Letter of Invitation in place of the LOI template.

Learning Point

Please upload the completed LOI template as a PDF.

Complete & Submit a LOI: Review and Submit

Once you click ‘Review/Submit,’ you will be taken to a read-only view of the LOI for final review and submission.

31

If you would like to continue editing, click ‘Back to Record’

1

To print the LOI, click ‘Print’

2

When you have fully reviewed the LOI and are ready to submit, click ‘Submit’

3

Learning Point

If you wish to withdraw your LOI once submitted, please email pfa@pcori.org.

Email Notification: Upon submission, the Applicant will receive an email confirmation.

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

Complete & Submit a LOI: Submitted

32

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

c c

To recap, we’ve reviewed the following activities:

Live Demonstration!

Introduction to LOI Submission Complete & Submit a Letter of Intent (LOI)

Application Submission

In this section, you will master the following activities:

Complete & Submit the Application Introduction to Application Submission

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

Introduction to Application Submission: Process Flow

35

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

c c c c

Introduction to Application Submission: Navigation

At the top of the Application, you will find the following tabs which will assist with navigating the various sections of the form.

36

Learning Point

The first seven tabs have been pre-populated from the LOI submission, and are designated (LOI).

Complete the Application

If the Letter of Intent (LOI) has been reviewed and the organization is invited to continue in the application process, the next step will be to navigate to the LOI & Application Dashboard to complete the full Application.

37 37

Learning Point

If invited to apply, the Applicant will be able to immediately view a draft version of the Application.

Email Notification: If invited to continue in the application process, the applicant will receive an email notification once the LOI has been converted to an Application.

Complete the Application: Review Pre-Populated Tabs

Before adding any new information, review the first seven tabs that have been pre-populated from the LOI.

38

Please note that any changes to the following information completed in the LOI submission will require PCORI's written approval prior to Application submission:

• Principal Investigator
• Institution
• Study design
• Research question(s)
• Specific aims
• Comparators

Review the pre- populated information, and update as necessary

1

Review the pre- populated information, and update as necessary

1

Complete the Application: Proceed to Additional Tabs

The following four tabs will request additional information not included on the LOI. These tabs include Project Information, Budget, Milestones, Templates & Uploads, and Certification.

39

Complete the Application: Project Information

On the Project Information tab, provide more detail regarding your proposed research, including abstracts, narratives, and goals.

40

Enter information through open-ended questions, drop-down menus, and multi- select lists

1

Click ‘Save & Next’

2

Learning Point

The Projected Start and End Date should match the dates listed in the Budget pages.

Complete the Application: Budget

41

Once you are on the Budget tab, you will navigate through the following eleven budget pages to input information related to the yearly costs for your project. The first ten pages require input and the final page will provide a summary. Note: Each page will allow you to edit up to 5 years. Additionally, pages indicated above by an asterisk (*) include a Peer Review Period (Year 6). Budget Page Information Requested (Per Year)

Personnel* For each project personnel, list the name, role, employment information, and salary details. Consultant Cost* If applicable, indicate consultant cost including hourly/unit rate and total cost. Supplies List all supplies and cost per supply. Scientific Travel Specify the details and costs of any scientific travel that will occur. Programmatic Travel Specify the details and costs of any programmatic travel that will occur. Other Expenses Provide details and costs for any additional expenses. Equipment List all equipment and cost per equipment. Subcontractor Direct Costs* Provide subcontractor names and total costs per year. Subcontractor Indirect Costs* Provide subcontractor name and total indirect costs per year. Detailed Budget – Total Indirect Costs* Indicate total prime indirect costs and annual rate per year. Budget Summary Review summary of all budget information before proceeding to the Milestones Tab.

Complete the Application: Budget, Cont’d

42

To begin editing Budget Tables, click ‘Create New Budget’ which will open the first page, Personnel Budget Tables. Click ‘Create New Budget’

1

Complete the Application: Budget, Cont’d

43

To start editing the Personnel Budget, begin by entering the ‘Start Date’ and ‘End Date’ for each year.

Learning Point

Once you enter the Start and End date for each year

• f the project on the

Personnel Budget Table (the first Budget page), the dates will be copied over to the remaining pages. Enter ‘Start Date’ and ‘End Date’ (365 days later) for each year

2

Note: Year 1 ‘Start Date’ should not be prior to the Earliest Start Date listed in the PFA. .

Complete the Application: Budget, Cont’d

44

Even if your proposed project is less than 5 years, you must populate a date value for the ‘Start Date’ and ‘End Date’ fields for all years. Once complete, click ‘Save All Rows.’ Click ‘Save All Rows’

3

Learning Point

If your proposed project is less than 5 years, we recommend you populate the remaining date fields with consecutive years (as displayed).

Complete the Application: Budget, Cont’d

45

Add a row to enter budget details related to the first personnel. Click ‘Save Rows’ when done editing each row. Click ‘Add Row’ for each Personnel

4

Populate all fields

5

Click ‘Save Rows’

6

Learning Point

Institutional Base Salary cannot be greater than $200,000.

Complete the Application: Budget, Cont’d

46

Continue to add additional personnel for Year 1. To copy these personnel details across all remaining years, select the applicable rows and click ‘Copy Selected Rows to All Years.’ Click ‘Add Row’ to add Personnel as applicable

7

Click ‘Copy Selected Rows To All Years’ to add Personnel to each project year

9

Click ‘Delete Selected Rows’ to remove

8

Learning Point

If your proposed project is less than 5 years, ensure that you delete any auto- populated rows after your proposed project End Date.

Complete the Application: Budget, Cont’d

47

Once you have completed each year of your proposed project on the Personnel page, click ‘Save All Rows.’ Then click ‘Next Page’ to proceed to the following Budget page, Consultant Cost. Click ‘Save All Rows’ before navigating to next page Click ‘Next Page’

11

Learning Point

Certain pages include an additional year (Year 6) as a Peer Review Period.

10

Note: You do not need to add budget rows to years after your proposed project end date.

Complete the Application: Budget, Cont’d

48

Update the remaining Budget pages following the previous steps 2-10. Navigate between pages after saving all rows using the ‘Previous Page’ and ‘Next Page’ buttons. To navigate between pages, click ‘Previous Page’ or ‘Next Page’ located at the top & bottom of each page

1

Learning Point

There are 8 other Budget pages to populate. To view the full list of Budget pages, see slide 41. Note: If you edit the Start & End dates on any page, those changes will be reflected on all pages.

Complete the Application: Budget, Cont’d

49

Note that the Detailed Budget – Total Indirect Costs page has a different format. Populate the requested values in each year.

1

Click ‘Save’ and ‘Next Page’

2

Note: If you do not click ‘Save,’ information on this page will not be saved to the Budget Summary page.

Learning Point

If your proposed project is less than 5 years, you must enter ‘0’ for cost and rate for all remaining years. Enter ‘Total Prime Indirect Costs’ and ‘Applicable Rate’ in each year

Complete the Application: Budget, Cont’d

50

Once you have completed all Budget pages, the last page will provide a Budget Summary. These costs are not applicable in Peer Review (Year 6) Period

2

Subtotals and Totals automatically calculated

3

Review for accuracy

1

Complete the Application: Budget, Cont’d

51

When you have finished reviewing your budget information and are ready to proceed, click the ‘Milestones’ tab. Click ‘Milestones’

1

Complete the Application: Milestones

On the Milestones tab, list concrete, specific events or accomplishments that will be documented as contractual tasks of the project.

52

Click ‘New’ to add a new Milestone record

2

Enter the Milestone Name, Description, and Due Date

3

Click ‘Save’

4

Complete the Application: Milestones, Cont’d

Add additional Milestones, edit existing Milestone Records, or continue on to the next tab of the Application.

53

Navigate to the Action column to ‘Delete,’ ‘Edit,’ or ‘View’ existing records

5

Click ‘Next’ to navigate to the next tab

6

Note: Add additional Milestones by clicking ‘New’ again, and repeating steps 1-3.

Learning Point

For a list of sample milestones, please reference the PFA Guidelines. Navigate to the PCORI Funding Opportunities Page, click on the applicable Opportunity, and find the Guidelines under the Applicant Resources section.

Complete the Application: Templates & Uploads

On the Templates & Uploads tab, download any applicable templates, and upload attachments to include with the Application.

54

Note: You can find a list of all applicable templates on the specific PFA page located on the PCORI Funding Opportunity Site. Download and complete any applicable Application template(s)

1

Upload the completed template(s)

2

Learning Point

Please upload the completed Application templates as PDFs. Click ‘Save & Next’

3

Complete the Application: Certification

On the Certification tab, certify that you agree to the statement at the top of the page.

55

When you have completed the Application and are ready to submit, click ‘Review/Submit’

3

Select ‘Yes’ from the dropdown menu

1

Click ‘Save’

2

Complete the Application: Review and Submit for AO Approval

Once you click ‘Review/Submit,’ you will be taken to a read-only view of the Application for final review prior to submitting to the Administrative Official (AO) for approval. After clicking ‘Submit,’ the Application is locked for editing pending AO review.

56

If you would like to continue editing, click ‘Back to Record’

1

To print the Application, click ‘Print’

2

When you have fully reviewed the Application and are ready to submit, click ‘Submit’

3

Email Notification: Upon submission, the Applicant will receive an email confirmation that the Application has been sent to the AO for approval.

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

Complete the Application: AO Approval

57

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

c c c c c

Complete the Application: AO Approval, Cont’d

Once the Application is submitted for internal approval, the Administrative Official (AO) can navigate to PCORI Online to review the Application.

58

Navigate to the Applications dashboard

1

Note: Once it’s submitted to the AO for approval, all members of the Awardee Team will still be able to access the read-only view of the Application through the LOI & Application Dashboard. Review the read-

• nly version of

the submitted Application

3

Under Open Items, locate the Application that is Submitted

2

Complete the Application: AO Approval, Cont’d

After you have reviewed, enter the decision to approve, reject, or withdraw the Application.

59

Click to Approve, Reject, or Withdraw the Application

4

Learning Point

The Application is currently read-only. If updates are necessary, the AO should reject the Application at which point it will become editable again.

Complete the Application: AO Approval, Cont’d

After you have reviewed, enter the decision to approve, reject, or withdraw the Application.

60

Note: To withdraw the Application at any time, navigate to this page, select ‘Withdraw’ and click ‘Save.’ Select ‘Yes’ or ‘No’

5

Select ‘Approve’

• r ‘Reject’

6

Click ‘Save’

7

Click ‘Review/Submit’

8

Submit the Application

Once you click ‘Review/Submit,’ you will be taken to a read-only view of the Approval Record for final review prior to submitting to PCORI for approval.

61

If you would like to update your decision, click ‘Back to Record’

1

To print the Approval Record, click ‘Print’

2

When you have fully reviewed and approved the Application and are ready to submit to PCORI, click ‘Submit’

3

Learning Point

• If the AO approves the Application, the External

Status will be updated to ‘Under Review.’

• If the AO rejects the Application, the External

Status will be updated to ‘Draft’ and the Application will be editable for updates.

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

Complete & Submit the Application: Submitted

62

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

c c

To recap, we’ve reviewed the following activities:

Live Demonstration!

Complete & Submit the Application Introduction to Application Submission

PCORI Information Request (PIR)

In this section, you will master the following activities:

Upload & Submit Requested Files Introduction to PIR

• PCORI staff will

review the Application for administrative compliance and responsiveness to the PFA.

• If compliant, the

Application may then proceed to Merit Review.

• App. Review:

PCORI Staff

5

Introduction to PIR: Process Flow

65

PCORI Staff

• \
• The Administrative

Official (AO) will review the Application.

• The AO will either

submit the final Application to PCORI,

• r return it to the PI/PI

Designee for revisions.

• App. Review:
• Admin. Official

4

• If the organization is

invited to continue in the application process, the next step will be to complete the full Application.

• A draft Application will

be created in PCORI Online based on the initial LOI.

• App. Submission:

PI/PI Designee

3

• Applying for funding

from PCORI is a two- stage process; a LOI must be submitted before an organization is invited to submit a full Application. LOI Submission: PI/PI Designee

1

• Committees of PCORI

staff screen the LOIs based on the criteria

• utlined in the PCORI

Funding Announcement (PFA). LOI Review: PCORI Staff

2

PCORI Staff Applicant Applicant

During this process, PCORI Staff can send the Applicant a PCORI Information Request (PIR) through PCORI Online. The PIR typically will contain a list of questions regarding an Application, requesting the Applicant to upload additional information by a given deadline.

c c

Introduction to PIR: Navigate through PIR Letter

If PCORI has requested additional information regarding your project, you will receive a PCORI Information Request (PIR) notification via email. Navigate to the email, review the details, and follow to the link to PCORI Online.

66

Click ‘Access Your PCORI Information Request’ to submit your response files

1

Learning Point

If you are not already signed in to PCORI Online, you will be prompted to log-in. Note: If you are not automatically directed to the PIR record after logging in, then return to the email and click the link again in Step 1.

Introduction to PIR: Navigate through PCORI Online

Alternatively, you can navigate directly to PCORI Online to view the PIR details. To get started, log-in and select Research Awards.

67

Click the link for Research Awards

1

Email Notification: You will receive an email notification if you have been sent a PIR.

Click the link for Research Awards

1

Introduction to PIR: Navigate through PCORI Online, Cont’d

Navigate to the LOI & Application Dashboard, where you can access a list of all PIR requests.

68

Click ‘My LOIs and Applications’

2

Click ‘Here’ to view your list of requests

3

Introduction to PIR: Navigate through PCORI Online, Cont’d

Once you navigate to your list of PIRs, you can view the PIR Details.

69

Click on the PIR Number to view the PIR Details

4

Upload & Submit Requested Files

Once you’ve navigated to the PIR record, carefully read the Programmatic and Administrative Questions and the Guidelines for Submission.

70

Carefully review the Guidelines for Submission section for instructions on how to respond to requests Review the Programmatic and Administrative Information Requests, and prepare responses

1 2

Note: Prepare responses to the Programmatic and Administrative Questions offline (i.e. through Microsoft Word, Excel, etc.). Do not submit responses in a PDF document.

Upload & Submit Requested Files, Cont’d

When you have prepared your response(s), upload the file(s) in the Notes & Attachments section.

71

Uploaded files appear in the ‘Notes & Attachments section

4

Click ‘Attach File’ to upload your response file(s)

3

Upload & Submit Requested Files, Cont’d

To upload your file(s), follow the instructions on the Attach File page.

72

Click ‘Done’

7

Click ‘Choose File’ and select the file(s) from your computer Click ‘Attach File’

5 6

Upload & Submit Requested Files, Cont’d

After you have uploaded all responses in ‘Notes & Attachments,’ submit the PIR response.

73

Once you’ve submitted all response files, click the ‘Submit Response’ button

8

Email Notification: Both PCORI Staff and the Applicant will receive email notifications after the PIR response is submitted.

After submission, the ‘Attachments Submitted?’ box will automatically be checked

9

To recap, we’ve reviewed the following activities:

Live Demonstration!

Upload & Submit Requested Files Introduction to PIR

Next Steps & Additional Resources

Course Conclusion In this section, we will discuss the following: Next Steps

Course Conclusion

76

• Letter of Intent (LOI) Submission
• Application Submission
• PCORI Information Requests (PIRs)

This course is complete. We have covered the below topics:

77

Next Steps

Outstanding Questions? Access training materials:

• Cheat Sheets
• User Guides
• FAQs

Navigate to https://pcori.force.com/engagement to log-in!

Appendix A

The following topics are included in Appendix A:

Search for Funding Opportunities through PCORI.org Update User Profile Settings Key Terminology

Key Terminology

79

System Launch January 17, 2017: PFAs released on or after this date will be available in the new PCORI Online for Applicants to submit LOIs & Applications Portal User General term to refer to any current or past Applicant or Awardee user of PCORI Online PCORI Staff General term to refer to any PCORI Staff user in the system System Administrator PCORI IT members tasked with providing technical and administrative support for PCORI Online Idle Time If you are idle for more than 2 hours, you will be automatically logged out and will need to re-enter your username and password to login again

The following key terminology will be used throughout training, and will be useful while interacting with PCORI Online.

Update User Profile Settings: My Profile

80

Click ‘My Profile’ Awardees can also review Profile Settings from the PCORI Online home page, including your account information, personal information, email address, and security settings

1

Click ‘Edit’ to update your account information Click ‘Email Address Change Request’ to update your email address Click ‘Edit Employer Details’ to edit information about your current employer

2 3 4

Update User Profile Settings: My Settings

81

Click ‘Location Settings’ change your location information such as your time zone Click ‘Security Settings’ to reset your password or request a new user name Click ‘My Settings’ at the top right of any page Awardees can also manage personal settings, including Location and Security Settings.

1 2 3

Search for Funding Opportunities through PCORI.org

82

You can continue to search for PCORI Funding Opportunities through the PCORI website (www.pcori.org). On the PCORI homepage, click ‘Funding Opportunities’ to search for new

• pportunities

1

On the ‘Open’ tab, View current opportunities

2

83

Search for Funding Opportunities through PCORI.org, Cont’d

Once you select the opportunity to which you will apply, you will log-in to PCORI Online and click ‘Apply.’ Click ‘Apply Now’

3

Learning Point

After Step 3, you will be prompted to log-in to PCORI Online before proceeding with the LOI. Review the

• pportunity to which

you would like to apply

4

Click ‘Apply’ to begin the LOI

5