Research Management Group (RMG)

Events and News

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"Using ASSIST to Prepare Proposals" Workshop Materials

S.M.A.R.T. Meetings


S.M.A.R.T. Meeting-October 17, 2017


New eCertification System for Quarterly Review & Certification
Ken Schulz, Associate Vice President, Research Financial Compliance & Services
Ken and his team will demo the new process for electronic review and certification of Expenditure Statements.  This new system will roll-out in the next couple of months for certification of FY18 Fall Quarter.
Download the presentation   PDF file

Introducing SeRA Proposal Intake Form
Kathleen Thompson & Sonia Barragan, RMG
As part of our ongoing Process Excellence efforts, we have developed a new streamlined approach for gathering proposal information combined with completion of a PDRF in SeRA.

Clinical Trial Intake Process
Erin Romer, CT RMG
As part of our ongoing Process Excellence efforts to improve budget/contract turnaround time, we are implementing changes to the intake process for industry sponsored clinical trials.
Download the presentation   PDF file

Tim Leung, OSR
Vanessa Parli & Anita Miranda, Business Process & Metrics Analysis
Tim will review recent enhancements to the CRISP system.  Vanessa and Anita will share information on the process improvement project they are conducting with OSR to evaluate the clinical trial billing process.
Download the presentation   PDF file

NIH New Application Forms
Sonia Barragan, RMG
Sonia will review the significant changes in the new proposal application forms NIH is releasing January 25, 2018.
Download the presentation   PDF file



S.M.A.R.T Meeting- May 16, 2017

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OSR Updates - Mich Pane, Director, Pre-award Operations
Download OSR CGO Assignment changes  

A133 Audit Results - Ken Schulz, Associate Vice President, Research Financial Compliance & Services
Ken will share the results of this year’s annual federal audit. He’ll review findings and the near misses that we can all learn from.

OSR Post-Award Reminders - Tim Reuter,
Tim will discuss the importance of Early PTAs, changes to the cost transfer policy, and management of effort for NIH K-awards.

Performance Excellence Update - Peggy Lim, Stanford Medicine Process Excellence Team
In 2015, the Stanford Medicine Process Excellence team was formed to advance the School of Medicine’s transition to a continuous improvement organization using Lean methodology. Peggy will provide an update on the efforts of her team and the wonderful work of the groups who have launched initiatives in their areas.
Download Lean presentation   

Veterinary Services Center (VSC) Budgeting - Michael Renzi, DFA Comparative Medicine
Mike will review best practices for budgeting animal services and will present a new animal care budgeting tool.
Download VSC presentation   
Download VSC tips   
Download VSC Services worksheet (updated)  

Clinical Trial Intake Process - Erin Romer, CT Team Manager & Sarah Daadi, CT RPM, RMG
Erin and Sarah will review changes to the RMG intake process for industry sponsored clinical trials.
Download CT RMG Intake presentation   

NIH Updates - Sonia Barragan, Associate Director, RMG
New NIH Final Report Requirements
NIH Announces New Forms for Clinical Trials
NIH Non-Competing Continuation Report
Download FRPPR presentation  
Download Changes made to forms (Forms-E)



S.M.A.R.T. Meeting
Tuesday, Dec. 13, 2016

Download agenda pdf      

Oncore Enterprise Development Program
Donald Mitchell, IRT & Yona Shucker, Spectrum-Don and Yona will provide an overview of the Clinical Trial Management System (CTMS) under development.
Download presentation   pdf

NIH Updates - Sonia Barragan, RMG
NIH has recently released several important Guide Memos that we will review.
Download presentation  pdf

SeRA  Authority Management for PDRF - Sonia Barragan, RMG & Tim Leung, OSR
Review of the Department’s ability to manage the routing process for the PDRF
Download presentation   pdf - Jennifer Brown, Clinical Research Quality (CRQ)
Jennifer will provide an overview of the federal requirements for registering and reporting clinical trials.
Download presentation   pdf

RMG Winter Closure Reminder



S.M.A.R.T. Meeting
Tuesday, August 9, 2016

OBI Financial Reporting - Alex Ochoa, Research Financial Compliance and Services. Alex will provide and overview of the newly released PI Quarterly Review and Certification (RM3 149 Report) including the different views and scheduling of the report. In addition, he will demonstrate the OBI version of the Expenditure Award Report (RM3 179 Report) and the different features.

NIH Updates - Sonia Barragan, Research Management Group
Sonia will review several of the latest NIH Guide Notices including a recent policy change on required effort during a no-cost extension period.

SeRA Updates - Tim Leung, Office of Sponsored Research
Tim will review the recent SeRA release with focus on the new SeRA PTA Manager look and feel and the PDRF Budget Details page. There will also be time for general SeRA Q and A.


SMART Email Distribution List

To be added to the S.M.A.R.T. email distribution list to receive research administrative and funding opportunity announcements, please send an email to Jeanne Heschele at jheschele at stanford dot edu [jheschele].

ARRA- Recovery Act

RMG staff acknowledged:

-April 27, 2009 Dean's Newsletter "The Stimulus Stimulates NIH Applications"

April 29, 2009 Stanford Report
"Round-the-clock effort fuels stimulus grant drive"

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