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Department of Medicine RFA Monthly Meeting
March 22, 2012 8:30am – 10:00am, Laurel Heights Room 430F
Present: Peter Padilla, Lily Luu, Eric Ormsby, Hung Dao, Kathy Judd, Suzanne Sutton, Denise Go, Elizabeth Flora, Alice Chin, Susan Lau, Ross Beard, Kapo Tam, Sophie Change, CM Dutton, Susana Szeto, Victoria Lee, Joanne Dang, Venecia Jacobs, Lidia Espino, Annie Mar, Eric Wu, Christine Mok, Marissa Meyer ______________________________________________________________________________ UCSF Fellowship Program Dr. Emily Bergsland, Director of the Hematology/Oncology Fellowship Program at UCSF, presented an overview on fellowship programs at UCSF. New fellows are recruited each year through the Electronic Residency Application Service. Training for fellows include didactics (core lectures, case conferences, and journal clubs), clinical rotations (wards and continuity clinics), and mentored research experience. Evaluation and feedback are also included. Each fellowship program at UCSF has its own curriculum. Clinical training for fellows include in-‐patient and consult services at different UCSF campuses, including Parnassus, Mt. Zion, VAMC and SFGH. The diversity of the patient populations at the various campuses (VA, SFGH) is considered to be a strength of UCSF fellowship programs. Double board includes a minimum of 18 months in both clinical and research training. Single board includes a minimum of 12 months in both clinical and research training. Non-‐ACGME fellows may require additional 1-‐3 years of research. The goal of fellowship research is to establish each fellow as an independent researcher with independent grant support. Grant funding strategies include: access to an archive of funded applications, regular emails/announcements regarding funding opportunities, grant writing workshops, and administrative support at School of Medicine/Department/Division level. Dr. Emily Bergsland’s PowerPoint presentation is attached. Fellowship & Residency 101 Sue Sheehan, Division Administrator for Education, was invited to present on fellows appointments and levels, changes in payroll entry after HR transition to OE service teams, difference between ACGME vs. Non-‐ACGME fellows, role of the GME office, and funding streams for fellows. Please refer to the attached materials. Highlights include the following:
• Fellow appointments are on an annual contract basis. Trainees must be notified of renewal four months prior to expiration of contract. Sub-‐specialty ACGME Fellowship salary scales start at PGY 4, which is the minimum rate used. Non-‐ACGME salary scale is a range; we pay at the minimum.
It is important to note that UCSF pays at the level of training offered and not at the level of the individual.
• HR service centers will be responsible for OLPPS and payroll entries. Issues related to payroll (e.g., repayments) will be handled by the Payroll Office. The fellowship coordinator, division administrator or Education Division will handle all other functions.
• ACGME is the accredited program that has very specific program requirements and rules. Accreditation years are program specific. Physicians must first satisfactorily complete a course of training in an ACGME accredited program to qualify to sit for an ABIM or ABMS board exam. Non-‐ACGME programs can be an extension of an ACGME program (either clinical or research), a course of study that leads to ABMS certification, a course of training that does not lead to board certification, or a course of study/training that is not currently recognized or accredited by a certification body. Non-‐ACGME programs do not have the accreditation oversight or restrictions that are placed on ACGME trainees.
• The Office of Graduate Medical Education Office (GME) provides oversight and support for accredited Residency and Fellowship programs and Non-‐ACGME programs.
o ACGME communicates directly with GME office on changes in program, changes in complement, citation responses as well as resident and fellow survey results
o GME office also handles appointments for ACGME and Non-‐ACGME trainees, verifies prior training, ensures that each program meets or exceeds all requirements, establishes educational policy, monitors resident work conditions, monitors resident/fellow appointments, conducts annual review and mid cycle internal reviews of each program, develops cross-‐residency educational programs and serves as an advocate for residents
• Funding sources for UCSF fellowships include: UC Medical Center, VA Medical Center, SFGH City and County funds, division professional fees, SFGH professional fees, State funds, and contracts and grants. Each of these funds usage can also be dependent on the type of fellowship training being done and/or type of rotation.
Fellowships and Training Grants Susan Lau, RSA for the Divisions of Infectious Diseases/AIDS, Kerlikowske, and Occupational and Environmental Medicine, described the different funding opportunities for fellows and trainees. She also navigated through the various steps in submitting statement of appointment forms and PHS 416-‐7 termination notices associated with institutional research training grants, career development awards, fellowships and research education awards. • The objective of the National Research Service Award (NRSA) F32 program is to provide support
to promising postdoctoral applicants who have the potential to become productive and successful independent research investigators in scientific health-‐related fields relevant to the mission of the participating NIH Institutes and Centers.
• National Institutes of Health (NIH) T32 institutional training grants support pre-‐doctoral, post-‐doctoral and short-‐term research training experiences in specified areas of biomedical, behavioral and clinical research. NIH T32 institutional training grants are awarded to an eligible institution to develop or enhance research-‐training opportunities for individuals selected by the institution.
• The T32 requires an institution, research administration staff, the PI, mentors and trainees to have access to a variety of systems located within eRA Commons, NIH's portal to electronic grants management. All participants must have an eRA Commons account and assigned Roles to properly manage a T32. The relevant Roles are as follows:
o Principal Investigator (PI): § PIs must have a Commons account with the Role of PI § A PI may obtain an account from their Department Administrator with the AO
Role or the Office of Sponsored Programs (OSP) (SO Role). o Assistant to a PI (ASST):
§ Receives delegated authority from the PI § Prepares training grant forms § Views grant status § Receives this Role from the AO who initially created the account or contact the
Office of Sponsored Programs (SO) to get the required Role. o Administrative Official (AO):
§ Creates accounts for others or remove accounts (except SOs) § Can edit accounts which the AO created § Reviews documents § Cannot receive delegated authority from a PI
o Business Officer (BO): § For office with signature authority for trainee terminations on training grants
(GCA) o Signing Authority (SO):
§ May create, modify or remove PI, AO, ASST, SO accounts § Updates institutional information § Review documents § Submits eSNAP, extensions, and JIT § Role is with OSP
o Trainee: § Role is required for all trainees, whether the trainee on the T32 is a pre-‐ or
postdoctoral trainee. § The trainee responds to an auto-‐generated e-‐mail from eRA commons to create
this Role once a PI begins the appointment process for the trainee. • xTrain is the electronic submission and storage of NRSA appointment forms (PHS 2271), NRSA
payback agreement (PHS 6031), and NRSA termination forms (PHS 416-‐7) o Required as of January 1, 2011 and is part of eRA Commons o Need eRA Commons Account o Need ASST role in eRA Commons o PI needs to delegate xTrain authority
xTrain website with information/training: http://era.nih.gov/services_for_applicants/other/xTrain.cfm RMS Update from Suzanne Sutton
• Joseph Wilson will serve as the interim Team Manager for Team F as RMS continues with recruitment for the manager position.
• Team F is scheduled to go live on April 18, 2012. They will handle proposals with a June 1, 2012 or after deadline.
• All RSCs and associate RSCs have been hired for Team F. Upcoming RSA Meetings April 19, 2012 from 8:30-‐10:00 am in LH 376 (Kathy Judd) May 17, 2012 from 8:30-‐10:00 am in LH 376 (Wendy Ng) Staff Retreat on June 8, 2012 from 8:30-‐4:00 pm in TBD
Hematology/Oncology Fellowship Program
An example to orient financial analysts
Emily Bergsland, MD Professor of Clinical Medicine
2012
What is a fellow? • Physician who has completed medical school,
and residency training in internal medicine, who is interested in specializing in adult Hematology, Oncology, or both.
• Some of our trainees also have a PhD or MPH
• Some of our trainees are in the ABIM Research Pathway--- which is training pathway for people interested in lab-based research wherein they finish residency one year early, but do two additional years of research during fellowship
Our trainees have had years of training before they start our program:
Undergrad x 4 yr +
Medical school x 4 yr +
Internal medicine residency x 3 yr +/-
(PhD x 3-6 yr) +
Fellowship ONCOLOGY (2 yr)
HEMATOLOGY & ONCOLOGY (3 yr)
Recruitment
• Each year, we recruit a new class of fellows through the Electronic Residency Application Service
• 300+ applications; invite ~40 to interview
• 7-8 fellows “match” with our program & start fellowship the following academic year
UCSF Hematology-Oncology Fellowship Program
To Train Academic Leaders in Hematology-Oncology
Research
Our Mission
Training
• Didactics: – Core lectures – Case conferences – Journal clubs
• Clinical rotations – Wards – Continuity clinics
• Evaluation/feedback
• Mentored research experience
Block 1: Hematology-Oncology Essentials!• Epidemiology, prevention, diagnosis and treatment of all major malignancies and benign hematologic conditions. "Block 2: Cancer Medicine!• Pharmacology, supportive care, nutrition, complementary medicine, end of life care, and ethics of caring for cancer patients
Block 3: Clinical Research Methods !• Research methodology, biostatistics, drug development.""Block 4: Cancer Biology!• Biology of malignant transformation, progression and growth Block 5: Career Development • grant writing, manuscript writing, CV preparation; developing a career in clinical and laboratory research
Curriculum:
UCSF Hematology/Oncology Fellowship
Clinical Training
• Diverse treatment venues: SFGH, VAMC, Parnassus, MZ (Mission Bay)
• Diverse Populations
– Racial – Socioeconomic – Health Care Delivery Systems – Primary/Tertiary Care – Disease Processes
> Benign hematology > Malignant hematology > Solid tumor oncology
UCSF Hematology/Oncology Fellowship
Clinical Training Parnassus:
Ø In-patient service – Malignant hematology: Leukemia, Lymphoma, Myeloma, Transplantation
Ø Consult service: Benign hematology & solid tumor oncology
Ø Heme/Path: self study
UCSF Hematology/Oncology Fellowship
Clinical Training Mt. Zion - Solid tumor specialty programs
Breast GI GU Thoracic Melanoma Gyn Onc Phase I Sarcoma/Ortho Head & Neck
UCSF Hematology/Oncology Fellowship
One-month rotations (yr 1); disease-specific clinics (research phase)
Clinical Training Veterans Administration Medical Center:
General Hem-Onc (consults & clinic)
Faculty: Pat Cornett, Ben Davoren, Amy Lin, Caroline Behler, Katie Kelley, Sunny Wang
UCSF Hematology/Oncology Fellowship
Clinical Training San Francisco General Hospital
Ø General Hem-Onc Ø Underserved population Ø HIV oncology Ø Benign hematology Ø Sickle cell disease
Faculty: Donald Abrams.
Judith Luce, Anand Dhruva, Brad Lewis
UCSF Hematology/Oncology Fellowship
Consults and continuity clinics
Example of Clinical Rotation Schedule
Single vs. double boarding
Fellows who are interested in a career in academic medicine are encouraged to single board.
• Double board: Min. 18 mo. clinical training; Min. 18 mo. research training • Single board: Min. 12 mo. clinical training; Min. 12 mo. research training • Some take additional 1 – 3 years of research as Non-ACGME Fellow
Integrated Hematology-Oncology Program
UCSF Hematology/Oncology Fellowship
Advising and Mentoring • All fellows assigned an advisor 6 mo before starting
fellowship (quarterly meetings)
• Time provided during year 1 for “research on research”
• Research mentor selected by end of year 1 • Research proposal submitted 3 mo before end of clinical
training – Reviewed by the Steering Committee – Written feedback to fellow and mentors
• Biannual meetings with the program director
• Annual division-wide research retreats
UCSF Hematology/Oncology Fellowship
Professional Development
• Travel to ASCO, ASH, AACR, or other meeting – Fellows are encouraged to submit abstracts – Fellows are encouraged to apply for Merit Awards – Workshops/courses on trial design – Formal coursework
• All fellows apply for grants
• Research-related coursework as indicated
UCSF Hematology/Oncology Fellowship
Fellowship Research
Laboratory • Extensive pool of faculty; in and out of division • Extensive network of collaborations already in
place (e.g. SPORES, Molec Medicine Program) • Fellows maintain one continuity clinic per week
Clinical/Translational • Fellows maintain one continuity clinic and ~3
specialty clinics per week • Disease specific clinics/projects • Coursework (ad hoc and formal programs)
UCSF Hematology/Oncology Fellowship
Additional Research Opportunities: Pathways to Discovery (campus-wide)
Clinical/Translational Research
• Training in Clinical Research (TICR) Program – Summer program (8 weeks) – ATCR certificate course (1 year) – Master’s in clinical research (2 years)
• Global Health Pathway – Dedicated coursework, seminars, field work – Master’s and Clinical Scholars program
• Health and Society (1 year) – Health equities – Leadership and health systems
• Pathway for Health Professions Education (HPE)
UCSF Hematology/Oncology Fellowship
Hem/Onc Research Phase Fellows at Mission Bay
Fellow Scholarly Activity Research Focus
Burgess Translational research/Shannon Myelodysplastic syndrome in Nf1 mutant mice
Pourdehnad Translational research/Ruggero Myc and PI3K/mTOR in Multiple Myeloma
Atreya* Translational research/Shokat Signaling pathways in CRC
Lou Translational research/McCormick
miRNA/pancreatic cancer/RAS
UCSF Hematology/Oncology Fellowship
*Non-ACGME fellow
Hem/Onc Research Phase Fellows at Parnassus
Fellow Research/Mentor(s) Research Focus
Blakely Translational research/Coussens
Targeting macrophages in mesothelioma
Muppidi Translational research/Cyster CB2 in marginal zone B cell localization
Dean* Translational research/Martin & Ziv
Pharmacogenomics/ MM and leukemia
Gupta Clinical research lymphoma
Cha* Translational research/Fong lab
Immunotherapy for melanoma
UCSF Hematology/Oncology Fellowship
*Non-ACGME fellow
Clinical/outcomes research (MZ/SFGH) Fellow Scholarly Activity Research Focus
Li Clinical translational research/Rugo & Coussens
DTC/Rank ligand and early stage breast cancer
Moore* Clinical research/Munster Phase I trials
Cinar Clinical research/Tempero Clinical trials/pancreatic cancer
Troung Clinical trials/Munster Drug development; fatigue/pharmacogenetics
Lee Health care disparities/Nguyen End of life care/Asian community (SFGH)
Van Loon Global health/outcomes (Venook) Cancer registry (Tanzania); vitamin D in colon cancer
UCSF Hematology/Oncology Fellowship
*Non-ACGME fellow
Fellowship Research
Funding • 2-3+ years provided; additional training
individualized – 18 ACGME fellows (cap just increased to 24) – +6 non-ACGME fellows (11-12’)=450K
• NIH Training grants (≈4/yr), Divisional funds, DOM funds
• All fellows are encouraged to apply for grants
Goal • To establish each fellow as an independent
researcher, with independent grant support
UCSF Hematology/Oncology Fellowship
Fellowship Research
Grant Funding - Strategy • Archive of funded applications • Regular emails/announcements regarding grant
opportunities (sent to fellows and mentors) • Grant writing workshops • Support at level of the Division/Dept/School of
Medicine
Workshops/courses • TICR – summer course on clinical trial design • ASCO/AACR: Methods in Clinical Cancer Research • ASH: Clinical Research Training Institute • AACR: Molecular Biology in Clinical Oncology
UCSF Hematology/Oncology Fellowship
Training Grant Recipients: 2011-2012
Fellow Mentor T32 - PI
Muppidi Cyster Immunology
Chloe Atreya Shokat Shuman
Collin Blakely Coussens/Vibona Pulmonary
Burgess Shannon Werb
Dean Ziv/Martin Wynshaw-Boris
Gordan Shokat Werb (7/2012 start)
UCSF Hematology/Oncology Fellowship
2011-2012: Grant Applications (pending and awarded)
Fellow 1° Mentor Grant
RA Ryan/Small Applied: ASCO YIA, Pfizer Oncology Fellowship
Awarded: Pfizer Oncology Fellowship
CB Coussens Applied: National Lung Cancer Partnership Young Investigator Award
EC Fong/Daud Applied: NCCN (Daud as PI)
ED Ziv/Martin Applied: ASCO YIA, ASH Clinical Research Institute, NIH Loan Repayment Program
JL Rugo Applied: ASCO YIA, Komen, ACS, DOD grant, Merit Award
JM Cyster Applied: ACS, Giannini, Leukemia Lymphoma Society (awarded)
MP Ruggero Applied: ASH Research Training Award for Fellows, ASCO YIA, NIH Loan Repayment Program
TT Munster/Ko Applied: ASCO YIA, Komen, ACS
KV Venook/Hiatt Applied: ASCO YIA, Merit Award
UCSF Hematology/Oncology Fellowship
Funding examples for ACGME – Lab Research Fellow
ACGME Lab Based Research
Fellow
Annual cost Monthly cost
DOM covers for the year
(10% of time
in clinic)
Training Grant covers for the
year Research
Group
Salary $56,494 $4,707.83 $5,649.40 $45,960 $4,884.60
Insurance $5072.28* $422.69 $507.23 $4,135.43 $429.62
Housing $7686 $640.50 $768.60 T32 does NOT pay for housing $6,917.40
Total $69,252.28 Total $6,925.23 Total $50,095.43 Total
$12,231.62
* based on insuring only fellow – costs increase if dependents on insurance plan Based on current PGY V level. ALL values are Gross amount – before taxes.
Funding examples for ACGME – Clinical Research Fellows
ACGME Clinic Based
Research Fellow
Annual cost Monthly cost
DOM covers for the year
(40% of time
in clinic)
Research Group
Training Grant
Salary $56,494 $4,707.83 $22,597.60 $33,896.40 N/A
Insurance $5072.28* $422.69 $2,028.91 $3,043.37 N/A
Housing $7686 $640.5 $3,074.40 $4,611.60 N/A
Total $69,252.28
Total $27,700.91 Total $41,551.37
* based on insuring only fellow – costs increase if dependents on insurance plan Based on current PGY V level. ALL values are Gross amount – before taxes.
Funding examples for NON-ACGME – Lab Research Fellows
Non-ACGME
Lab Based Research
Fellow
Annual cost Monthly cost
DOM covers for the year
(10% of time
in clinic)
Training Grant covers for the
year Research
Group
Salary $58,881 $4,906.75 $0 $47,940.91 $10,940.09
Insurance $5072.28* $422.69 $0 $4,129.85 $942.43
Housing $7686 $640.5 $0 T32 does NOT pay for housing $7686
Total $71,639.28 Total $0 Total $52,070.76 Total
$19,568.52
* based on insuring only fellow – costs increase if dependents on insurance plan Based on current PGY VI level. ALL values are Gross amount – before taxes.
Funding examples for NON-ACGME – Clinical Research Fellows
Non-ACGME Clinical Based
Research Fellow
Annual cost Monthly cost
DOM covers for the year
(40% of time
in clinic)
Research Group
Training Grant
Salary $58,881 $4,906.75 $0 $58,881 N/A
Insurance $5072.28* $422.69 $0 $5072.28 N/A
Housing $7686 $640.5 $0 $7686 N/A
Total $71,639.28 Total $0 Total $71,639.28
* based on insuring only fellow – costs increase if dependents on insurance plan
Based on current PGY VI level. ALL values are Gross amount – before taxes.
Feedback and evaluation
• Fellows
• ACGME: Program Evaluation – Current Fellows (ACGME & Internal) surveys (q yr) – Graduate surveys (q yr) – Program Faculty surveys & annual meeting (q yr) – GME Reports (q yr) – GME Mid-cycle Site Visits (q 2-3 yr) – ACGME Site Visit (q 5 yr---if lucky and no problems raised by survey)
– E-Value – Procedure Log – Procedure Specific Evaluations – 360 evaluations – Mini CEX evaluations – In–Training Exams
Oversight of Heme/Onc fellowship • Accreditation Council for Graduate Medical
Education (ACGME) – Surveys fellows q yr – Site visit q 3-5 yr
• American Board of Internal Medicine (ABIM) – Annual updates/verifications
• UCSF Office of Gradute Medical Education (GME)
– Annual program review/plan – Mid-cycle internal audit
Program Review-Annual (Internal)
• Survey data-internal and external • ITE results • Board pass rate • First job after fellowship/job at 3 yr • Manuscripts • Grants • GME review • ACGME site visit
Fellowship Administration • Appointments
– ACGME vs. Non-ACGME
• Remediation • Advising/Mentoring
– Grant-writing/professional development/transition to faculty
• Graduation – Verification
• Letters of recommendation • Funding—TG, travel funds, industry, individual
grants
ACGME Fellows (formal phase of fellowship training) :
– Track Duty Hours
– Comply with all ACGME, GME, and UCSF program requirements
Non-ACGME fellows do not track duty hours – Comply with GME and UCSF program requirements – Research fellows with clinical instructor WOS appointment (+/- see pt independently)
2011-2012: Grant Applications (pending and awarded)
Fellow 1° Mentor Grant
AA Daud Applied: ASCO YIA and Merit Award, ACS
Awarded: NIH Loan Repayment, ACS
CA Ruggero Applied: ASCO YIA, Giannini, ACS, AACR, CALGB
Awarded: ACS, ASCO YIA CB Coussens Applied: ACS
EC Fong/Daud Applied: ASCO YIA and Merit Award, Giannini, ACS Awarded: ASCO YIA
ED Ziv/Martin Applied: Leukemia Lymphoma Society, Multiple Myeloma Research Foundation
TF Ryan/Paris Applied: RAP, AACI Awarded: ASCO YIA
AH Ruggero Awarded: ACS, DoD
GH Wells Applied: Multiple Myeloma Research Foundation
KV Venook Applied: CRS RAP, AACR, AACI, RAP, NIH Loan
Repayment Awarded: RAP
MW Damon/ Andreadis
Applied: ASH RTAF
UCSF Hematology/Oncology Fellowship
Mission Bay: A huge new biomedical research campus
Opened in 2003 (e.g., Genentech Hall, 60 labs and 800 researchers)
Mission Bay: Helen Diller Family Cancer Research Building
Opened in June 2009
UCSF Hematology/Oncology Fellowship
Mission Bay: Future Plans UCSF Hematology/Oncology Fellowship
Fellowship & Residency 101 RSA Meeting
Sue Sheehan Division Administrator for Education
March 22, 2012
Fellows Appointments and Levels
n Appointments are on an annual contract basis, trainees must be notified of renewal four months before contract expires
n Sub-Specialty ACGME Fellowships salary scale start at PGY 4 – we pay minimum rate
n Non-ACGME salary scale is a range – we pay at the minimum
n Most important thing to know - UCSF pays at the level of training offered, not the level of the individual
Salary Examples § Trainee completes a three year Internal Medicine
residency and then decides to do an Emergency Med residency – would start at PGY 1
§ Trainee completes a three year Internal Medicine residency and then decides to do a Cardiology fellowship – would start at PGY 4
§ Trainee completes two years of internal Medicine residency and short tracks into a Cardiology fellowship – would start at PGY 4
Changes in payroll entry post HR transition to Service Teams
n HR service center to do OLPPS entry and key payroll
n Payroll issues - like repayment calculations handled by payroll office.
n Other HR functions handled by Fellowship coordinator, Division Administrator or Education Division
Fellows housing stipend
n Housing stipend is for ACGME Fellows and Residents
n Some departments opt to pay Non-ACGME Fellows but with the caveat that they must pay all, not just a few. Only exception is for a trainee that has short tracked into Fellowship and could be eligible for one additional year of housing allowance.
n Housing allowance is currently $661 per month, estimated to increase by 3.3% next year
ACGME vs. Non-ACGME Fellows
n ACGME is the accredited program that has very specific program requirements and rules. n Accreditation years are program specific n In order to qualify to sit for an ABIM or ABMS board exam,
physicians must first satisfactorily complete a course of training in an ACGME accredited program.
Non-ACGME Fellowships
n Non-ACGME programs can be an extension of an ACGME program (either clinical or research),
n a course of study that leads to ABMS certification n a course of training that does not lead to board certification n a course of study/training that is not currently recognized or
accredited by a certification body n Non-ACGME programs do not have the accreditation oversight
or restrictions that are placed on ACGME trainees.
GME Office n The Office of Graduate Medical Education Office (GME) provides oversight and support for
accredited Residency and Fellowship programs and Non-ACGME programs. n ACGME communicates directly with GME office/DIO
n All communication n letters n notice of change in program, n change in Program Director n change in complement n requests n citation responses n Resident & fellow survey results
n Handles appointments for ACGME & Non-ACGME trainees n Is the office of record for verification of prior training n Ensures each program meets or exceeds all requirements n Establishes educational policy, monitors resident working conditions (including salaries and
duty hours), monitors resident/fellow appointments, conducts annual review and mid cycle internal reviews of each program, develops cross-residency educational programs and serves as an advocate for residents.
Funding streams that support fellows
n Funding for Fellowships can be from a number of different sources, each source of funding comes with its own limitations and restrictions.
n Common funding sources for UCSF fellowships n UC Medical Center n VA medical center n SFGH City and County funds n division professional fees n SFGH professional fees, n State funds n Contracts and Grants.
Each of these funds usage can also be dependent on the type of fellowship training being done (ACGME vs. non-ACGME) and or type of rotation (clinical or research) and location.
Resident and Fellow Funding
Fund Type of Fund Loca/ons Type of Rota/on
ACGME/ non-‐ACGME
Payroll cycle Housing Benefits
Controls Funds
19900 State Funds All All All Monthly-‐UC Yes Dept.
60293 UC Med Ctr. UC/Mt. Zion Clinical only ACGME Monthly-‐UC Yes Med Ctr.
69734 VA VA Clinical & Research
ACGME Monthly-‐UC Yes VA
60303 SFGH Pro Fees
SFGH Clinical & Research
All Monthly-‐UC Yes SFGH
20975 SF City and County
SFGH Clinical only ACGME Monthly-‐UC Yes SFGH
Division funds
Pro Fees All Clinical & Research
All Monthly-‐UC Yes Division
Grants Grant All All All Monthly -‐ SOpend
Grant Dependent
PI/ Division
Salary Differences (if there are any) between VA and SFGH fellows
n None
n Questions?
1
DOM RSA Meeting,Thu, March 22, 2012
1
NRSA Training Grants and Fellowships are designed to develop or enhance research training opportunities in order to ensure that a diverse and highly trained workforce will be available.
NIH resourcesGrants policy statement, Kirschstein-NRSA section: http://grants.nih.gov/grants/policy/nihgps_2011/nihgps_ch11.htm#_Toc271265032
Program announcements and other information: http://grants.nih.gov/training/nrsa.htm
2
Training Grants and Fellowships are known as T and F awards because the activity type assigned by the NIH begins with a ‘T’ or an ‘F’.
Training Grants are awarded for a predefined program.
Fellowships are for an individual training experience.
Degree Requirements:
Predoc: must have a baccalaureate degree and be enrolled in a doctoral program.
Programs include F31 and T32
Postdoc: Ph.D. or M.D. or comparable doctoral degree from an accredited domestic or foreign institution.
Programs include F32 and T32
Fellow must be a citizen, non-citizen national (for example born in American Samoa), or lawfully admitted for permanent residence.
Training grants: must have been admitted for residency at the time of appointment.Fellowships: must have been admitted for residency at the time of award.
3
Training GrantAwarded F&AUCSF appoints TraineesCannot transfer institutions
FellowshipNo F&ANIH appoint TraineeCan transfer institutions
Training GrantPI appoints traineePI chooses appointmentTrainees work with multiple mentorsPI defines training program
FellowshipTrainee is the PITrainee chooses appointmentTrainee works primarily with one named mentorMentor defines research experience
Training GrantBudget period defined by NIHAppointments may overlap grant years
Appointed with a Statement of AppointmentPI determines stipend level
FellowshipBudget period defined by TraineeAppointment will match budget periodAppointed with an Activation NoticeNIH determines stipend level
4
DOM RSA Meeting,Thu, March 22, 2012
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11
As of January 2011, NIH requires the use of xTrain for the electronic submission of appointment forms and termination notices related to the following:
• NIH Ruth L. Kirschstein National Research Service Award institutional research training grants (T32, T34, T35, T90, TL1, TU2). NIH institutional career development awards (KM1, K12, KL2),
• NIH research education awards (R25, R90)• "other" NIH training grants (T15)• NIH Ruth L. Kirschstein National Research Service Award
Fellowships (F30, F31, F32, F33) - TERMINATION NOTICES ONLY
To learn more see the NIH guide notice at: http://grants.nih.gov/grants/guide/notice-files/NOT-OD-10-072.html; http://grants.nih.gov/grants/guide/notice-files/NOT-OD-11-026.html
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One will need an NIH eRA Commons username and PD/PI will need to delegate xTrain access.
Until the PD/PI delegates xTrain rights to an associate staff member with an ASST role in the eRA Commons, only the PIcan log in to see his/her own Training grant and Trainee roster.
In order to use xTrain, each trainee to be appointed to the training grant must have an eRA Commons account.
To request an account, send an email to [email protected] with the trainee’s Name, Email Address, and eRA Commons’ Role (Post-Doc Role is appropriate for T-series trainees.)
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xTrain is available through the eRA Commons. The Program Director of the Training Grant can delegate access to the RSA and / or Fellowship Coordinator to create appointment paperwork.
NIH eRA Commons: https://commons.era.nih.gov/commons
◦ Use your NIH eRA Commons username & password◦ Log in and click the “xTrain" tab
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Business Official (BO)◦ Has signature or other authority related to administering
training grants◦ Authorized to submit Termination Notices on behalf of the
institution
Program Director/Principal Investigator (PD/PI)◦ Person responsible for the overall direction of the training
program and is authorized to submit Appointments, Re-appointments and Amendments on behalf of the institution
PD/PI Delegate◦ Person, delegated by the PD/PI, with the authority to
perform xTrain-related functions (except submitting Appointments) on the PD/PIs behalf; holds Assistant (ASST) role in eRA Commons
Trainee◦ Person appointed to training grant
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Statement of Appointment Form (PHS 2271)
Payback Agreement (PHS 6031)
Termination Notice (PHS 416-7)
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Due on or before the start of the appointment periodNo stipend or other allowance may be paid until submittedDelinquent forms (> 30 days) may result in disallowance
If required, include documentation for those legally admitted for permanent residence.
Common errors:Watch for NIH eRA Commons emails. Be sure the Trainee has populated their personal profile in the Commons prior to initiating the appointment.
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Only required for the first 12-month appointment.Signed by the trainee
Available for download/printing on xTrain with instructions for signing and submitting the agreement via postal mail. xTrain will populate the basic information prior to printing, but the Payback Agreement (PHS 6031) must still be mailed - it is NOT processed electronically via xTrain.
• Must perform qualified research or training activities for minimum of 20 hours/week for 12 consecutive months.
• Applies to 1st year only• Patient care or activity unrelated to biomedical or
health‐related research or teaching does not qualify.
• Payback is fulfilled:By completing a second year of NRSA supportEngaging in an equal period of research or health related activitiesFinancially
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Due at the end of total support periodReflects total period of support & NIH stipend only (do not include any supplementation)
Amounts reported must match◦ Appointment forms and amount accounted in
WebLinks (T-series)◦ NoA budget and amount accounted in WebLinks (F-
series)
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NIH verifies:The Trainee was paid the correct amount.Any service obligation was fulfilled.
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Student Accounts: Erika Sweet will verify the amounts reported and Freddie Robinson will approve as BO.
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AppointmentType:NewReappointmentAmendment
Appointment Status:In Progress PIIn Progress TraineePending Agency ReviewAcceptedTerminated
Appointment/Termination Source:Paper or Electronic
Termination Status:In Progress BOIn Progress PIIn Progress TraineePending Agency ReviewAccepted
View: View 2271View TNView Payback
Action: 2271 FormAmend 2271Initiate TNTerm. Notice
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NIH eRA Commons accessPD/PI delegated authority to RSA / Fellowship Coordinator to perform xTrain related functions on his/her behalfTrainee information, previously submitted on paper forms, entered in trainWho does what?
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http://era.nih.gov/services_for_applicants/other/xTrain.cfm
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