e RA Project Team Meeting April 21 2001

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e. RA Project Team Meeting April 21, 2001 1 3/10/2021

e. RA Project Team Meeting April 21, 2001 1 3/10/2021

Today Information Items Status Web site development IC Flexibility Commons Paradigm shift Timelines for

Today Information Items Status Web site development IC Flexibility Commons Paradigm shift Timelines for the project 2 3/10/2021

w No Av ai la bl e No w e bl la ai Av

w No Av ai la bl e No w e bl la ai Av 3/10/2021 3

e bl la ai Av w No 3/10/2021 4

e bl la ai Av w No 3/10/2021 4

Ti m el in e fo rt he fu tu re 5 3/10/2021

Ti m el in e fo rt he fu tu re 5 3/10/2021

Providing as Drafts for Feedback Currently Recognize the will go through transitions and iterations

Providing as Drafts for Feedback Currently Recognize the will go through transitions and iterations during the coming months. The target is to have a final version up in September. 6 3/10/2021

g in m Co er m m Su is th 3/10/2021 7

g in m Co er m m Su is th 3/10/2021 7

Bugs / Wishes g in m Co is th er m m Su Implementation

Bugs / Wishes g in m Co is th er m m Su Implementation on track Caution (variance of 5% Budget or 10% Schedule) 3/10/2021 Additional oversight and review (variance of 10% Budget or 20% Schedule ) 8

g in m Co er m m Su is th 3/10/2021 9

g in m Co er m m Su is th 3/10/2021 9

FY Priorities 2001 Reporting Commons Redesigns & X-Train; I-EDISON Committee Management Population Tracking 2002

FY Priorities 2001 Reporting Commons Redesigns & X-Train; I-EDISON Committee Management Population Tracking 2002 Grants Management Program Module Simple R 01’s Post-Award Admin Type 5 - SNAP DEA Module Quick View SITS 2003 R 01’s clinical, animal ECB Trainee Appointment CRISP & CRISP Plus 2004 Budget Receipt & Referral Review Reporting Complex Applications (P 01 s-U 19 s etc)

FY Priorities 2001 Reporting Commons Redesigns & X-Train; I-EDISON 2002 Grants Management Program Module

FY Priorities 2001 Reporting Commons Redesigns & X-Train; I-EDISON 2002 Grants Management Program Module Simple R 01’s Post-Award Admin 2003 R 01’s clinical, animal Trainee Appointment outs in 2003/2004 ECBReminder the build CRISP & CRISP Plus 2004 Budget Committee Management Population Tracking Type 5 - SNAP DEA Module Quick View SITS Receipt & Referral Review Reporting Complex Applications (P 01 s-U 19 s etc)

Design Flexibility for Institutions NIH Policy Business Practice and Rule Institution Policy Business Practice

Design Flexibility for Institutions NIH Policy Business Practice and Rule Institution Policy Business Practice and Rule The following examples are for FY 2003 -2004 and provided to evoke discussion and enthusiasm for reengineering business process now 12 3/10/2021

One IC Request a Grant from Another IC Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial NIH Rule 901

One IC Request a Grant from Another IC Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial NIH Rule 901 - Request Transfer Grant Agree Decline Being Considered d d 13 3/10/2021

Key Issues: Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial NIH Rule 901 - Request Transfer Grant Agree Decline

Key Issues: Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial NIH Rule 901 - Request Transfer Grant Agree Decline Being Considered d Who: Is responsible for making the decision? Will be trained to do the data entry? System doesn’t match our workflow process: Less receptivity to the system, Extension systems to build in needed functionality 14 3/10/2021

Institute Y Process to Lead to the Decision Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial NIH Rule 901

Institute Y Process to Lead to the Decision Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial NIH Rule 901 - Request Transfer Grant Agree Decline Institute X Process Initiated by Program Section Chief Branch Chief Division Director Grants Specialist Budget Officer GMO 3/10/2021 Being Considered Comments d Institute Y Process Initiated by Program Grants Specialist Budget Officer Division Director OD, DEA 15

Example – A Universal Module for IC’s to Use d d d 16 3/10/2021

Example – A Universal Module for IC’s to Use d d d 16 3/10/2021

Example – A Universal Module for IC’s to Use d d d 4 approvals

Example – A Universal Module for IC’s to Use d d d 4 approvals neededd d d d 17 3/10/2021

With Three Approvals - Signal is Sent to from the IC to IMPAC II

With Three Approvals - Signal is Sent to from the IC to IMPAC II to Agree to the Transfer Under IC Control d d d d d d Agree to Take d d d Agree to Give Up NIH Rule 901 - Request Transfer Grant Agree d Decline Being Considered Comments 18 3/10/2021

New Architecture / New Paradigm (2002 -2004) Allows 1 login access to all modules

New Architecture / New Paradigm (2002 -2004) Allows 1 login access to all modules System knows who you are with what permissions – midterm solution eventually build to CIT – NED. Ability to repackage current data so that reports linked directly to the transaction system become the norm. 19 3/10/2021

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial To Be Paid Pending: Action -

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial To Be Paid Pending: Action - Sort by: Pro Grants Bud ODDEA PI Ad Of Ins Of Others IC Tables 20 3/10/2021

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial To Be Paid Pending: Action -

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial To Be Paid Pending: Action - Sort by: Pro Grants Bud ODDEA PI Ad Of Ins Of Others IC Tables Active Paid Grants / Not Being Considered Sort by: Everything - Current Council - All Councils FY 2000 IC Tables 21 3/10/2021

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial Actual/Planned Actual RPG Breakout FY 2001

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial Actual/Planned Actual RPG Breakout FY 2001 RPG Hot Links Grants infonet FA Rates I 2 modules Notes Grateful Med R 01 U 19 P 01 R 21 R 03 N 01 T/Fs Other Millions / Numbers Action - Sort by: Millions / Numbers To Be Paid Pending: Pro Grants Bud ODDEA PI Ad Of Ins Of Others IC Tables Active Paid Grants / Not Being Considered Sort by: Everything - Current Council - All Councils FY 2000 IC Tables 22 3/10/2021

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial Action - Sort by: To Be

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial Action - Sort by: To Be Paid Pending: Pro Grants Bud ODDEA PI Pro Ad Of Ins Of Others Change PI * Change Institution NCI Change IC Referral Make Dual PACA Change Review Assignment 23 3/10/2021

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial Action - Sort by: To Be

My Portfolio & Action Page Grant Act/Info---Query Tools-–Council---Status—-Reports---Financial Action - Sort by: To Be Paid Pending: Pro Grants Bud ODDEA PI Pro Ad Of Ins Of Others Change PI Change Institution NCI Change IC Referral Make Dual * PACA Change Review Assignment 24 3/10/2021

Pause 25 3/10/2021

Pause 25 3/10/2021

At the Core – To Make this Work Group Advocate Analyst Development Team Planning

At the Core – To Make this Work Group Advocate Analyst Development Team Planning & Evaluation 26 3/10/2021

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for requirements, bug fixes with the community priorities & requirements to assist the advocate in developing implementation plans. the module to meet the specifications established in the business plan. the functional groups and project. Implements: Reports: Decides what will and won’t move forward Identifies / Delegates: FITS-JADS Monitors: the project Leader Spokesperson, liaison, outreach to your community & NIH. 3/10/2021 Translates business plan into technical specifications with detailed tasking, timelines and resource requirements Monitors: the project the module in a manner consistent with the architecture in the system as to be compatible. Delivers: the requirement Monitors: the project Documents: actions / decisions on progress to the community Monitors: the project Communicates: progress, actions, decisions, issues through newsletters, websites and other vehicles 27

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for requirements, bug fixes with the community priorities & requirements to assist the advocate in developing implementation plans. the module to meet the specifications established in the business plan. the functional groups and project. Implements: Reports: Decides what will and won’t move forward Identifies / Delegates: FITS-JADS Monitors: the project Leader Spokesperson, liaison, outreach to your community & NIH. 3/10/2021 Translates business plan into technical specifications with detailed tasking, timelines and resource requirements Monitors: the project the module in a manner consistent with the architecture in the system as to be compatible. Delivers: the requirement Monitors: the project Documents: actions / decisions on progress to the community Monitors: the project Communicates: progress, actions, decisions, issues through newsletters, websites and other vehicles 28

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for requirements, bug fixes with the community priorities & requirements to assist the advocate in developing implementation plans. the module to meet the specifications established in the business plan. the functional groups and project. Implements: Reports: Decides what will and won’t move forward Identifies / Delegates: FITS-JADS Monitors: the project Leader Spokesperson, liaison, outreach to your community & NIH. 3/10/2021 Translates business plan into technical specifications with detailed tasking, timelines and resource requirements Monitors: the project the module in a manner consistent with the architecture in the system as to be compatible. Delivers: the requirement Monitors: the project Documents: actions / decisions on progress to the community Monitors: the project Communicates: progress, actions, decisions, issues through newsletters, websites and other vehicles 29

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for

Group Advocate Analyst Development Team Planning & Evaluation Establishes: Validates: Develops: Facilitates: priorities for requirements, bug fixes with the community priorities & requirements to assist the advocate in developing implementation plans. the module to meet the specifications established in the business plan. the functional groups and project. Implements: Reports: Decides what will and won’t move forward Identifies / Delegates: FITS-JADS Monitors: the project Leader Spokesperson, liaison, outreach to your community & NIH. 3/10/2021 Translates business plan into technical specifications with detailed tasking, timelines and resource requirements Monitors: the project the module in a manner consistent with the architecture in the system as to be compatible. Delivers: the requirement Monitors: the project Documents: actions / decisions on progress to the community Monitors: the project Communicates: progress, actions, decisions, issues through newsletters, websites and other vehicles 30

Action Item Review the cross walk document with the slides showing the draft implementation

Action Item Review the cross walk document with the slides showing the draft implementation from your area. Validate they cross walk all your priorities and send corrections to Megan. 31 3/10/2021

Draft - e. RA Implementation Schedule (1 of 6) 2002 2001 Apr May Jun

Draft - e. RA Implementation Schedule (1 of 6) 2002 2001 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Business Area Apps Committee Mgmt CM Redesign CM New Reports Program Support ECB Council Redesign Implementation on track Caution (variance of 5% Budget or 10% Schedule) Additional oversight and review CAM (variance of 10% Budget or 20% Schedule ) QVR Central Printing Population Tracking Other (ICO, SITS, Grants Payment Mgmt Trainee Activities) Grants Mgmt Closeout Cofunding Legend: Analysis* * Includes business process reengineering and design 3/10/2021 Development Start Deployment Continuing 32

Draft - e. RA Implementation Schedule (2 of 6) 2002 2001 Apr May Jun

Draft - e. RA Implementation Schedule (2 of 6) 2002 2001 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Business Area Apps Reporting and Anal Generic Reports Ad Hoc Query Tools Other (QV, CRISP+) Peer Review Assign. Screen Redesign Pre-Review Crit Mod Electronic Rev Book Summary Statement Generation Percentiles Review Reports Receipt & Referral Enhancements Legend: Analysis* * Includes business process reengineering and design 3/10/2021 Development Start Deployment Continuing 33

Draft - e. RA Implementation Schedule (3 of 6) 2002 2001 Apr May Jun

Draft - e. RA Implementation Schedule (3 of 6) 2002 2001 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Business Area Apps Institutional Profile Module Shared Modules Coding Changes People Screen Duplicate Prevent Redesign Subproject Module Grant Folder Sum Statement Access Mailers 901 Request Module Legend: Analysis* 3/10/2021 * Includes business process reengineering and design Development Start Deployment Continuing 34

Draft - e. RA Implementation Schedule 2001 (4 of 6) 2002 Apr May Jun

Draft - e. RA Implementation Schedule 2001 (4 of 6) 2002 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Commons Version 1 X-Train 1. 5 Commons Version 2 Phase 1 Infrastructure Phase 2 X-Train 2. 0 Admin Module Profiles Status Phase 3 Progress Report Competing Appl (R 01) BPR only I-Edison Integration Federal Commons Integration Legend: Analysis* 3/10/2021 * Includes business process reengineering and design Development Start Deployment Continuing 35

Draft - e. RA Implementation Schedule 2001 (5 of 6) 2002 Apr May Jun

Draft - e. RA Implementation Schedule 2001 (5 of 6) 2002 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Data, Databases and Procedures IRDB Changes Type 5 Shell Creation Build Contract Bridge Person Profile Cleanup Addresses Structure Redesign New Technologies Scanning Legend: Analysis* * Includes business process reengineering and design 3/10/2021 Development Deployment Start Continuing 36

Draft - e. RA Implementation Schedule (6 of 6) 2002 2001 Apr May Jun

Draft - e. RA Implementation Schedule (6 of 6) 2002 2001 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep User Support Help Desk (Inc FTEs) Web Site Redesign Computer-Based Training Request Tracking System Project Management Project Oversight Contract Project Status Chk Operations & Maint Legend: Analysis* * Includes business process reengineering and design 3/10/2021 Development Start Deployment Continuing 37

Action Item Review the cross walk document with the slides showing the draft implementation

Action Item Review the cross walk document with the slides showing the draft implementation from your area. Validate they cross walk all your priorities and send corrections to Megan. 38 3/10/2021

Thanks for helping 39 3/10/2021

Thanks for helping 39 3/10/2021