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Research Week in Review

In the Office of the Vice Provost for Research & Scholarship, over 250 professionals guide faculty, staff, and learners through the entire Research Lifecycle, from project conception and grant submission to sharing results with the world and creating commercial opportunities

To submit an announcement to the Week in Review, email or to have your event appear in the Research Events Round Up newsletter promote your event.



Exciting News!

Research Compass is a New Guide to Navigating Research at UM

Faculty and staff can now access a new resource guide that provides key information for successfully navigating the research landscape at the University of Miami. 

It’s called the Research Compass, and it is a web-based tool that informs and educates members of UM’s research community on the different people, places and things needed to make research and scholarship happen at UM. 

Developed by the Office of the Vice Provost for Research and Scholarship (OVPRS) and the Miami Clinical and Translational Science Institute (CTSI), the goal of the Research Compass is to provide a dynamic tool that offers useful and timely information at the moment it is needed at every stage of the research lifecycle. 

The Research Compass is intended to be a centralized place for clear guidance on where to go for different research needs and complements other existing research support tools like the Research Navigator and the Navigator Chatbot.  

Who Should Use the Research Compass 

Faculty, staff and students taking part in scholarly endeavors across all campuses at the University of Miami. Both new and veteran investigators, members of research teams and research administrative personnel will find the Research Compass useful. 

How to Use the Research Compass 

Go to and access the Research Compass from a computer, smartphone or tablet. 

The Research Compass is organized around the stages of the research project lifecycle, which goes from initiating your research program by setting up the right access and completing required training, then moving on to find collaborators and funding, developing extramural funding proposals, implementing a research project, disseminating findings through various channels, and engaging and learning. 

Navigate content within these groupings or locate specific information using the Search feature. The tool also includes numerous tip sheets and links to additional support. 

Improving the Research Compass With Your Feedback 

Once you have interacted with the Research Compass, let us know what you think. Tell us what you found helpful or offer suggestions on how your experience may be improved.  

Effective February 1, 2023

Enrollment Tracking Using Institutionally Supported Platforms: Velos or REDCap

In order to strategically enhance the University of Miami’s ability to meet increasing institutional reporting requirements for research, a new policy is being implemented, Enrollment Tracking Using REDCap. This policy, jointly sponsored by the University of Miami (UM) Vice Provost for Research and Scholarship (VPRS) and the Miller School of Medicine Executive Dean for Research, requires that study teams use an institutionally supported platform to track participant accruals to human subjects research. Implementation will occur in a phased approach with significant institutional support to ensure there is minimal burden on study team members.

Policy Summary

Effective February 1, 2023, all new human subject research protocols and/or protocol modifications must be registered and tracked in either:

  1. Velos – Required for protocols requiring items or services that could potentially generate a charge in our billing systems, no matter the funding source, or
  2. REDCap – Required for all interventional non-treatment studies lacking any services or protocol events that are capable of generating a clinical charge; and all non-interventional studies

By doing so, we maximize data safety, an ongoing priority for NIH and other funding agencies, as well as the ability to effectively capture the scope of clinical research occurring across UM.

Associated System Updates

New questions will be in the IRB10 system on February 16, 2023, to determine whether a study team needs to use Velos or REDCap to track participant accruals. In both instances, teams will be offered institutional support, including the automated creation of a Velos or REDCap project for the study to facilitate consistent enterprise-wide reporting.

Workflow for Studies Requiring REDCap

As of Monday, February 20, 2023, when an IRB protocol is submitted for IRB review, an automatic notification will be sent to the Principal Investigator, PI Proxies, Primary Contacts, and Research Coordinators/Assistants for protocols identified as needing to use REDCap to track participant accruals. Once the IRB Pre-Review is complete, the study team will receive a link to the REDCap project created specifically for their study. The project will facilitate tracking accruals of study participants, including basic socio-demographic characteristics, that are critical for accurately representing the breadth and diversity of the University’s human subjects research portfolio.

Overview Video of Step-by-Step Process

Informational Sessions and Training

There will a virtual town hall on Monday, March 13, 2023, from 5:00pm – 5:45pm to answer questions related to the policy and the plan for implementation. Please register in advance for the Enrollment Tracking Policy Town Hall meeting. Anyone needing additional support can: (1) email; (2) review the FAQs document; and (3) request a more focused training for their study team, Department/Division, and/or School/College.


Announcements & Reminders

Deadline: March 15, 2023

Clarified NSF Disclosure Requirement and Link for Compliance

On January 30, 2023, the National Science Foundation (NSF) clarified in their Proposal & Award Policies & Procedures Guide (PAPPG) (NSF 23-1) that in addition to disclosing private equity interests, investigators must also disclose venture and other capital financing.

Specifically, disclosures must be made at the time of proposal submission. If you are currently funded or are pending funding from the NSF, UM’s Disclosures & Scholarly Activities Management (DSAM) section is asking you to complete a brief two-question Qualtrics survey. Survey responses may lead to follow-up by the UM’s Disclosures & Scholarly Activities Management (DSAM) team, but your answers to the survey questions are all that is needed at this time.

Follow this link to take the survey that must be completed before UM will submit future NSF funding proposals, and no later than March 15, 2023.

Do not hesitate to contact DSAM with any questions or concerns: and 305-243-0877.

Friday, February 24, 2:00 p.m. - 3:00 p.m.

COI in Research/UDisclose webinar and Q&A session

  • Do you have questions about the University of Miami’s (UM’s) policy on conflicts of interest (COIs)?
  • Do you have questions about how to answer the Foreign Engagement questions in UM’s UDisclose System?
  • Do you know that UM’s COI training is administered within the UDisclose System, on the first page of a user’s smart form – and nowhere else?

We’re available to help with these and any other disclosure questions!

  • Get immediate assistance with the UDisclose System by calling the UDisclose helpline at (305) 243-0877.
  • Join the upcoming COI/UDisclose webinar and Q&A session conducted via a Zoom meeting on Friday, February 24th, at 2:00 p.m.

The discussion will quickly review UM’s new policy that requires our community members to disclose interests to the University. Learners will identify the steps to achieve and maintain compliance with the policy, namely the required training and disclosure of interests associated with Institutional Responsibilities. A demonstration of the NEW UDisclose System will allow users to become familiar with how to designate a proxy and submit their outside interests to UM.

Registration is available through ULearn (; keyword search “UDisclose System”) along with the schedule of future training webinars. 

If you have specific questions or would like to arrange a presentation for your group on UM’s COI policy and how to use the UDisclose System, contact Disclosures & Scholarly Activities Management (DSAM) at

Connect and Create

Open Researcher and Contributor ID (ORCID) Account

As interdisciplinary research increases, the volume and diversity of scholarly information will increase in tandem. With this in mind, it is important that your work is easily distinguishable and visible to funders, publishers, scholarly societies, and other researchers, and creating or connecting your ORCID iD will help us create a complete bibliographic record of your research.

As you are aware, the Open Researcher and Contributor ID (ORCID) is an open, non-profit, community-based tool that provides scholars with a unique persistent digital identifier. ORCID ensures that scholarly societies, publishers, and funders can quickly find and distinguish your work from materials created by researchers with similar names. The tool has been implemented across institutions and disciplines around the world, and most publishers are now requiring ORCID iDs.

To better support faculty members in connecting their research to the University, we have improved the process for connecting or creating your ORCID iD. The following email outlines changes made to the UM ORCID website. The new process is seamless and takes less than a few minutes to complete

At this time, we are encouraging all University of Miami researchers and scholars—which includes faculty, postdocs, and graduate students—to do the following by March 6, 2023.

  • Create an ORCID iD, make it visible, and connect it to Scholarship@Miami.

    Or, if you already have an ORCID,
  • Connect your ORCID with the University of Miami.

Both actions can be completed on the University Libraries’ ORCID@UM website. Click, “start here,” and follow the prompts.

In addition to streamlining the ORCID@UM website, we are expanding the breadth of information that faculty can share on their people profile pages. We will release more information about the new people profile features in the coming weeks. Our goal is to help each of you raise the level of discovery for your work, while providing a comprehensive view of your scholarly activities online.

If you have any questions about ORCID or the sign-up process, please contact Angela Clark-Hughes at

Effective January 25, 2023

NIH Data Management and Sharing (DMS) Plans Resources

NIH Policy* - Effective for New and Competing Applications due on/after January 25, 2023

When is the NIH DMS plan required?

The data management plan (historically only required for proposals requesting more than $500K in direct costs annually or projects generating genomic data) is now required in most NIH applications. 

Read about why this new policy was implemented, what is required, and when it applies. Also find links to resources available, including an NIH DMS Plan Template. Visit the Research Administration website for more information. 

Important Reminder

Compressed Gas Purchases for Research

This is a reminder that the State of Florida has a law, passed in 2013, requiring research laboratories that order medical compressed gasses (such as liquid nitrogen and CO2) to have a medical gas exemption in place which allows these gases to be delivered to non-clinical settings without the need for a medical license. Since January 2022, these exemptions are only valid for two years and a new exemption request must be submitted with FL Department of Business and Professional Regulation (DBPR) office.

If you do not have an active exemption in place, Airgas and other vendors will likely refuse to deliver any more gases to your lab until you have a current exemption in place.  Please note that the Florida State DBPR office is experiencing delays of up to 90 days for some exemption requests.

There is no cost for the exemptions and renewals. To file for the free medical gas exemption, please follow these steps:

Click on this link FL Department of Business and Professional Regulation (DBPR) office.

  1. Select Apply for a new license.
  2. Under LICENSING & REGULATIONS, select Drugs, Devices & Cosmetics.
  3. Go to Exemptions
  4. Select Online Applications and fill out the Exemption Letter - Application Summary.
  5. Ensure that the address you file matches your laboratory, not an office.
  6. When asked for the vendor number, enter the Airgas vendor number which is 31170 or other vendor number of your choice. 

To avoid a disruption in your gas deliveries, send your current exemption to Airgas or other vendor for their files.

For more information, please contact Environmental Health and Safety at (305) 243-3400.

Now Available!

Step-by-Step Guide for Payroll Accounting Adjustments (PAAs) with Multi-Driver Worktags

Based on feedback regarding the process for Payroll Accounting Adjustments (PAAs), Enterprise Business Solutions (EBS), in collaboration with the Office of Research Administration (ORA), has created a step-by-step guide on how to properly submit a PAA in Workday.

Highlights of this guide include:

  • Troubleshooting Workday PAAs with Multi-Driver worktags
  • Selecting the correct related worktags
  • Selecting the correct Company for the PAA

You can access this guide by clicking here or via the Workday Informational website.

For all inquiries, please contact the EBS team at or the ORA team by emailing Gloria Gari at

Important NIH Notices

NIH Notices

  • Reminder: NIH Policy for Data Management and Sharing Plan Effective January 25, 2023. The National Institutes of Health issued a notice (NOT-OD-23-053) to remind the community of the effective date of the NIH Policy for Data Management and Sharing (DMS Policy) and summarize available key resources.

    As noted in the Final NIH Policy for Data Management and Sharing (NOT-OD-21-013), the effective date of the DMS Policy was January 25, 2023 for competing grant applications submitted to NIH on or after January 25, 2023 and subsequent receipt dates; proposals for contracts  submitted to NIH on or after January 25, 2023; NIH Intramural Research Projects conducted on or after January 25, 2023; and other funding agreements (e.g., Other Transactions)  executed on or after January 25, 2023, unless otherwise stipulated by NIH.

    The DMS Policy applies to all NIH research, funded or conducted in whole or in part by NIH, that results in the generation of scientific data. Note that the DMS Policy does not apply to research and other activities that do not generate scientific data, for example: research training, fellowships, infrastructure development, and non-research activities. See Research Covered Under the Data Management & Sharing Policy for more details. 

  • Forms-H Coming for January 23, 2023 Due Dates. 
    Applicants applying to NIH funding opportunities with due dates on or after January 25, 2023 must use updated application forms and instructions identified with a Competition ID of “FORMS-H” (NOT-OD-22-195). The primary change to the updated application forms is the addition of an “Other Plan(s)” attachment on the PHS 398 Research Plan and PHS 398 Career Development Supplemental forms as part of the implementation of the 2023 NIH Data Management and Sharing Policy. Applicants must attach the required Data Management and Sharing Plan in this new field in FORMS-H applications (NOT-OD-22-189).
  • Notice for the NIGMS Grant Writing Webinar Series for Institutions Building Research and Research Training Capacity The National Institute of General Medical Sciences (NIGMS) will host an informational webinar series for faculty and sponsored programs/research development personnel from institutions building research and research training capacity. During the webinars, suggestions will be shared for navigating the process of seeking NIH funding. Attendees will learn considerations for determining research idea and grant writing readiness, selecting opportunities to apply for, effectively writing a grant application, and seeking appropriate feedback. Registration is required to attend.
  • Do you have questions about the National Institutes of Health (NIH) Inclusion Plans?  In Part 1 of this NIH All About Grants podcast mini-series, NIH's Inclusion Policy Officer, Dawn Corbett, discusses how to consider inclusion plans when putting together your application (MP3 / Transcript). Part 2 of the podcast covers inclusion plans during peer-review and post-award (MP3 / Transcript). NIH's All About Grants episodes can also be heard on iTunes and Spotify. Read the article in the Extramural Nexus.
  • Updated Requirements for NIH Notification of Removal or Disciplinary Action Involving Program Directors/Princial Investigators or other Senior/Key Personnel. Section 239 now requires that, “[t]he Director of the National Institutes of Health shall hereafter require institutions that receive funds through a grant or cooperative agreement during fiscal year 2022 and in future years to notify the Director when individuals identified as a principal investigator or as key personnel in an NIH notice of award are removed from their position or are otherwise disciplined due to concerns about harassment, bullying, retaliation, or hostile working conditions.” Therefore, effective 60 days from the publication of this Notice, NIH recipient institutions are required to notify NIH when individuals identified as PD/PI or other Senior/Key personnel in an NIH notice of award are removed from their position or are otherwise disciplined by the recipient institution due to concerns about harassment, bullying, retaliation or hostile working conditions. Notification must be provided by the Authorized Organization Representative within 30 days of the removal or disciplinary action and must be submitted to NIH through a dedicated web form.
  • NIH NIAID Technology Transfer Fellowship ProgramFellows will be mentored by professionals that work side-by-side with with world-renowned NIAID and Centers for Disease Control and Prevention (CDC) scientists and will be part of the team that helps transfer innovations from the lab to commercial products (including vaccines, therapeutics, and diagnostics) that benefit global public health.
  • NIH Grants Policy Statement (Rev. Dec 2021) This update is applicable to all NIH grants and cooperative agreements with budget periods beginning on or after October 1, 2021. This update supersedes, in its entirety, the NIHGPS dated April 2021. Previous versions of the NIHGPS remain applicable as standard terms and conditions of award for all NIH grants and cooperative agreements with budget periods that began prior to October 1, 2021. This update incorporates new and modified requirements, clarifies certain policies, and implements changes in statutes, regulations, and policies that have been implemented through appropriate legal and/or policy processes since the previous version of the NIHGPS dated April 2021.
  • Childcare Funding Available for Pre/Post Docs Full-time appointed predoctoral  and postdoctoral NIH-NRSA supported trainees are eligible to  receive $2,500 per budget period for childcare costs provided by a  licensed childcare provider. For households where both parents are eligible full-time predoctoral or postdoctoral NRSA trainees, each parent is eligible to receive $2,500.
  • Guidance on Salary Limitation for Grants and Cooperative Agreements  This Notice provides information regarding the salary limitation for NIH grant and cooperative agreement awards and extramural research and development contract awards.Since 1990, Congress has legislatively mandated a limitation on direct salary for individuals under NIH grant and cooperative agreement awards (referred to here as a grant). The mandate appears in the Consolidated Appropriations Act, 2023 (Public Law 117-328), signed into law on December 29, 2022, which provides authority for NIH to incur obligations for Fiscal Year 2023. The Consolidated Appropriations Act, 2023 restricts the amount of direct salary to Executive Level II of the Federal Executive pay scale. The Office of Personnel Management recently released new salary levels for the Executive Pay Scale. Effective January 1, 2023, the salary limitation for Executive Level II is $212,100.