1 DEMONSTRATION PARTNERSHIP WELCOME TO THE FEDERAL PHASE IV
WHAT IS THE FDP? The FDP is a cooperative effort among federal research agencies, universities and the National Academy of Science’s Government- University-Industry Research Roundtable aimed at streamlining and improving the federal/ university research support relationship and reducing administrative burden. 2
WHAT IS THE FDP? � The Federal Demonstration Partnership began in 1986 as the Florida Demonstration Project and is now in Phase IV which will extend through 2008. � For more information, see the Federal Demonstration Partnership website located at <http://thefdp.org/> 3
FDP MISSION STATEMENT � The mission of the FDP is to examine, improve and streamline the administrative processes involved in the competitive appointment, allocation and management of federal funds, which support research activities at institutions of higher education throughout the country. 4
FDP MISSION � The FDP aims to minimize the administrative burden on principal investigators, institutional and federal administrators, while maintaining effective stewardship of federal funds � pre-award � post-award 5
FDP MISSION � A partnership and trust between the faculty, their institution and the federal government. � Goal to streamline the procedures without any loss of the integrity of accounting practices that manage these funds. � Develop and design new electronic processes to streamline and standardize across agencies � submission � review procedure � professional profiles � technical reporting 6
FDP MISSION � Recognition that changes recommended will impact on faculty and institutional and federal administrators. � FDP was formed and has evolved to meet these needs 7
MEETINGS � The basic ground rule is that at institutional expense, institutional representatives are expected to regularly attend FDP meetings, and to participate in committees and task forces. 8
MEETINGS � Three meetings per year � Two in Washington, DC, at the National Academy of Sciences � One hosted by an FDP member institution, location determined by the hosting institution with an attempt to distribute the travel burden evenly across the membership. � Format of the meetings is informal utilizing � Broad plenary sessions � Break out sessions for working groups, committee and task force meetings � Receptions offering an opportunity to network 9
COMMUNICATION � FDP list-serves � FDP Website � Announcements made during each meeting. 10
PARTICIPATION � Being a member of the FDP is about participation. � All members are encouraged to join and be active participants in standing committees and task forces. � Participation from the floor during general sessions is always encouraged and ample time is provided for questions and comments. � The membership, by design, is diverse so as to represent all parties affected by new research funding and administrative requirements. 11
PARTICIPATION � Members must be active participants in the evaluation of any impact these changes in administration may have on their institutions. � Members should consider themselves representatives of their constituents back at the home institution, whether representing faculty or administrative staff, a large established research institution or a smaller emerging institute, an east or west coast, public or private institution. � Members are encouraged to suggest new task forces or demonstrations. 12
PARTICIPATION � All committees and task forces, with the exception of the Executive Committee and standing committees, are open to everyone for membership. � Even though the official membership is limited on these committees, when they meet during regularly scheduled FDP meetings, they are open to everyone. � Once a member has identified an open membership committee of interest, approach one of the co-chairs and offer to join the committee. 13
PARTICIPATION � The new member’s name will be added to the membership list and added to that committee’s list serve. � Members are included in conference calls, fact gathering activities or actions the committee undertakes between meetings. � The aims of the current committees and task forces are quite diverse and are outlined on the FDP website at <http://thefdp.org/>. 14
Success Stories � Expanded Authorities � FDP Subaward Agreement � FDP Terms and Conditions � Faculty Burden Survey 15
COMMITTEE STRUCTURE � Committees and task forces have a federal and an academic co-chair. � Membership is comprised of members from both groups to be certain that both sides have equal time to discuss their issues and assess the impact of a discussion point. 16
FDP COMMITTEES � Executive Committee � Strategic Planning Committee � Operational Standing Committees � Membership � Finance � Terms and Conditions � Functional Standing Committees � Faculty � Electronic Research Administration (ERA)Administrative Process 17
FDP TASK FORCES � Contracts � Expanding the Expanded Authority � Basic Assistance Grants � Subawards 18
MEMBERSHIP COMMITTEE � Responsible for: � Monitoring attendance and participation � Assuring vendor participation complies with FDP policy � Receiving, evaluating and recommending requests for additional affiliate memberships and Emerging Research Institution (ERI) Membership � Encouraging increased federal participation and membership � Facilitating transition process for new FDP phases � Updating and overseeing Executive Committee nomination/election procedures � Supporting ERI full participation in FDP activities 19
FINANCE COMMITTEE � Responsible for providing oversight of the FDP finances by: � Reviewing annual budgets � Setting financial related policies and procedures � Monitoring the payment of dues 20
TERMS AND CONDITIONS COMMITTEE � Responsible for: � Updating the Appendices to FDP Operating Procedures � Reviewing proposed changes to the FDP General Terms and Conditions and Agency-Specific Requirements � Monitoring new and changed statutes and changes to the OMB Circulars and making recommendations for implementation of resulting changes to the FDP Terms and Conditions � Encouraging adoption of FDP terms and conditions by all agencies 21
FACULTY COMMITTEE � Current Initiatives � Administrative Support � Homeland Security � Principal Investigator (PI) Grant Administration Burden Survey � On-Line Peer Review 22
ERA COMMITTEE � Responsible for: � Serving as umbrella entity to ERA related task groups � Furnishing guidelines for ERA development � Providing faculty perspective regarding ERA initiatives � Establishing and maintaining relationship with other organizations’ ERA initiatives � Establishing and maintaining relationship with the Grants.gov effort and related research data standards work under P.L. 106-107 � Coordinating presentations 23
ERA COMMITTEE � Membership on the ERA standing committee is limited; however there are many subcommittees and working groups that are overseen by this standing committee that are open to all. � This standing committee provides oversight to ERA activities to prevent redundant efforts and to integrate the findings and activities of the subcommittees and working groups. � The ERA working groups and subcommittees are open to all members interested in participating. 24
ADMINISTRATIVE PROCESS COMMITTEE � Active Initiatives � Pre-Award � Contracts � Basic Assistance Grant � Subawards � Post-Award � Financial Reporting � Allocation of Space Costs � Payroll Certification � Audit � Subrecipient Monitoring 25
MENTORING � Mentors are assigned to new member institutions and first time attendees. � Mentors perform introductions and answer questions at the meeting and throughout the year. 26
MENTORING � Resources to assist new members in the transition to active membership and participation: � FDP Website � Program book that is issued at registration before each meeting. � List of acronyms. 27
FACULTY AT FDP � Faculty representation at FDP was introduced in Phase III and this group is still evolving. � In Phase III, a faculty web page, faculty list serve and an advisory committee were created, with the Chair of the committee being elected by the membership. � This faculty Chair serves on the Executive Committee. 28
FACULTY AT FDP � The creation of this advisory committee was a way of communicating faculty issues and concerns directly to the executive committee. � Faculty lunches, with an established agenda, were instituted on each day of the meeting. This provides an opportunity for faculty to formulate a list of priorities from the faculty perspective to be integrated within the context of the FDP without compromising faculty participation in the afternoon task force and committee activities. 29
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