Transcript Public Health Services and Systems Research

PUBLIC HEALTH SERVICES AND
SYSTEMS RESEARCH
GRANTEE WEBINAR
MAY 12, 2010
TO CONNECT TO THE AUDIO PORTION OF THE
CALL, PLEASE DIAL 800 504 8071; PASSCODE
3019854
Brief Notes about the Technology
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Slides: nnphi.org/phssr and via Handouts button at
top right
Press *6 to mute your line and *7 to un-mute when you
wish to speak
Questions: We will take verbal questions at the end of
the call
Presenters On the Call
 Robert
Wood Johnson Foundation (RWJF)
 Debra
Perez, Senior Program Officer
 Tom Andruszewski, Senior Grants Administrator
 Administrative
Service Organization (ASO)
 Nikki
Lawhorn, MPP, Research Manager, NNPHI/LPHI
 Erica Johnson, Program Coordinator, NNPHI
 AcademyHealth
 Kate
Papa, Senior Manager
 Megan Ix, Associate
Purpose of the Call
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Overview of RWJF PHSSR initiative
Review of grantee reporting and deliverables
Explanation of grant administration process
 Administrative
monitoring – NNPHI is the Administrative
Service Organization (ASO)
 Technical assistance – AcademyHealth
 Financial/budgetary assistance – Robert Wood Johnson
Foundation (RWJF)
Overview of RWJF PHSSR Program
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Context and vision for the grants
Coordinating Center
Role of Coordinating Center and Administrative
Service Organization
Grantee Reporting
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Semi-annual and Annual Narrative Reports
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Collects information on activities and progress toward goals,
activities that have not been completed on schedule, other
issues you are addressing, and any changes from the
planned activities that were described in your proposal
Final Narrative Report
Takes the place of an Annual Narrative Report at the end of
the final year of your grant
 It is a substantive record of the activities conducted in all the
years of your grant and how they met the goals set forth in
your proposal.
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Send Narrative Reports to ASO and [email protected]
Other Deliverables
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Initial Project Brief
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Submit to ASO
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ASO will forward to PHSSR Coordinating Center, AcademyHealth
and RWJF
Includes a basic description of and rationale for the project
and a summary of the gaps in PHSSR that it will address
Grant Products
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Send to [email protected] as soon as the products are
available
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Reference the RWJF Electronic Submission Standards for details on
naming conventions and formatting
Grant products should also be sent to the ASO
Other Deliverables continued
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Final Policy Summary
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Submit to ASO
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ASO will forward to RWJF and Coordinating Center
Developed in the final quarter of the project, it will detail findings from
the project, policy/practice implications, and recommendations
Bibliography
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Submitted when you file your Final Narrative Report at the end of your
grant
Provides a record of publicly available products produced during the
life of your project
For additional information see the RWJF Bibliography Formatting and
Submission document
Timeline for Deliverables
Item
Submit to
Timeframe
Approx. Due
Date
Changes to work plan as
outlined in full proposal
Initial Project Brief
ASO
As soon as possible
ASO
1st quarter
Semi-annual Narrative Report
ASO and RWJF
Within 30 days of end By Nov 30, 2010;
of 6-mo period
Nov 30, 2011
Annual Financial and Narrative
Report
Financial Report – RWJF
Narrative Report – ASO and RWJF
Within 30 days of end By May 30, 2011
of grant year
Final Financial and Narrative
Report
Financial Report – RWJF
Narrative Report – ASO and RWJF
Within 30 days of
close of grant
By May 30, 2012
Final Policy Summary
RWJF and ASO
Final quarter
By May 1, 2012
Final Bibliography
RWJF and ASO
Close of grant
By May 1, 2012
Grant Products
RWJF and ASO
Ongoing as the
products are available
By Aug 31, 2010
NNPHI - Administrative Service Organization
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NNPHI will:
 Serve
as the ASO through April 30th, 2011
 Role
of ASO is to manage the PHSSR Call for Proposals
process
 NNPHI will work with the TBN Coordinating Center to
release the CFP for the next round of funding
 Conduct
administrative monitoring of grants
 Serve as liaison between grantees and the TBN PHSSR
Coordinating Center
Academy Health-Technical Assistance
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All issues related to technical assistance will be
handled by AcademyHealth
 One
on one support for data, methods, and other
challenges
 Grantee Briefings: ‘expert panels’ to help advance or
fine-tune project
 Dissemination: findings briefs, reports
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AcademyHealth will be in touch soon to discuss your
project and technical assistance needs
Grantee Community
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PHSR Grantee Meeting
 June 30, 12:30-3:00pm, Boston, MA
 Presentations and discussion on translating,
disseminating, and publishing your results
 Discussion about an interactive community of
PHSSR grantees
Grantee Community Survey
 To be sent via e-mail this week
RWJF-Financial/Budgetary Assistance
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The following items should be emailed as separate
attachments to [email protected] Robert
Wood Johnson Foundation
 Annual
and final financial reports
 Requests for budget revisions
 Requests for extensions
 Justifications for over expenditures
 Fact sheet for subcontracts listing subcontractor name,
start and end date, amount, scope of work and
deliverables.
Financial Reporting
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Grantees are required to submit annual and final
financial reports
Reports should be sent to [email protected]
Refer to the RWJF Electronic Submission Standards
document for information on naming and formatting
Financial reports are due 30 days after the end of
each reporting period and at the end of the grant
Over Expenditures
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Expenses are expected to follow the approved budget
Funds may be reallocated among existing line items
provided they do not exceed the Personnel, Other
Direct Costs and Purchased Services budget category
subtotal by more than 10%
Expenses should be monitored. If it is necessary to
exceed the10% limit, a budget revision must be
submitted and approved prior to expensing differently
than the approved budget.
Additional information is available in the Grant Budget
Revision Guidelines document
Grant Payment Schedule
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Grantees will receive a payment equal to 100% of
first year’s budget at inception of the award
Upon receipt of the annual financial and narrative
reports, grantees will receive up to 90% of the
remaining grant budget
A final payment, based on actual expenses, will be
made upon receipt of final financial and narrative
reports
Unexpended Funds
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Unexpended grant funds from a budget period
remain in the grant account and are not
automatically carried forward
You may request to use unexpended funds from
previous budget periods in subsequent budget
periods
A revised budget and budget narrative must be
submitted that outlines the rationale for the use of
the funds prior to expensing differently than your
approved budget.
No-cost Extensions
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Grantees are expected to complete the project as
planned within two years
No-cost extensions are unlikely to be considered
Save the Dates
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You are required to attend the AcademyHealth
PHSR Interest Group Meeting and PHSR Grantee
Meeting
 Tuesday,
June 29, 2010: 1:30 p.m. – 7:00 p.m.
 Wednesday, June 30, 2010: 8:00 a.m. – 3:00 p.m.
 Location: Boston, MA
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You are required to attend the 2011 PHSSR
Keeneland Conference
 Dates:
April 12-14, 2011
 Location: Lexington, KY
Questions
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This Q&A forum is to address general questions
about the grant monitoring process
Helpful Links
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Grant Instructions
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RWJF Reporting Requirements
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http://www.rwjf.org/grantees/grantreporting.jsp
Electronic Submission Standards
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http://www.rwjf.org/grantees/instructionslist.jsp
http://www.rwjf.org/files/publications/RWJF_ElectronicSub
missions.pdf
Grant Budget Revision Guidelines
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http://www.rwjf.org/files/publications/RWJF_BudgetRevisi
onGuidelines.pdf