Sponsored Research
Research CCHIP 028
Clarification or Change in Procedure (CCHIP)
Other Support Disclosures & Research Security Training
OVERVIEW/PURPOSE
This CCHIP establishes the University of South 返字心頭s (返字心頭) internal control to implement the National Institutes of Healths (NIH) new training requirement for Other Support (OS) disclosures and to strengthen compliance with NIH OS rules. It is not a broad 返字心頭 policy; it is a procedure change to protect proposal timelines, ensure accurate NIH disclosures, and reduce enforcement risk. Effective October 1, 2025, NIH requires recipients to (i) train all Senior/Key Personnel on OS disclosure requirements and (ii) maintain a written and enforced policy on OS disclosures.
DEFINITIONS
Senior/Key Personnel  Faculty and researchers identified by NIH who contribute in a substantive, measurable
               way to the project and are integral to meeting project deliverables.
Other Support (OS)  All resources made available to a researcher in support of or
               related to all research endeavors (active or pending), regardless of monetary value
               and regardless of location; includes in-kind contributions and relevant consulting
               when research is performed. 
Just-in-Time (JIT) Post-review pre-award submissions requested by NIH via eRA Commons.
Research Performance Progress Report (RPPR) Research Performance Progress Report (annual, interim, or final reports).
Authorized Organizational Representative/Signing Official (AOR/SO) The University-designated Authorized Organizational Representative/Signing Official for NIH submissions.
AUTHORITY & REFERENCES
-  (released July 17, 2025; effective October 1, 2025)  Training plus written/enforced
                  policy on OS disclosures.
 - OS definition/instructions; NIHGPS 則8.4.2 Record retention (aligns to 2 CFR 則200.334 default 3-year retention). See also Research CCHIP #007.
 
CLARIFICATION/CHANGE
Beginning October 1, 2025, 返字心頭 will:
- Require OS training for all NIH Senior/Key Personnel before JIT or award actions.
                  Sponsored Research may enforce this via proposal/award routing controls; and
 - Enforce a written OS disclosure procedure (this CCHIP) to ensure complete and accurate OS disclosures.
 
NIH TRAINING REQUIREMENTS (EXCLUSIVE TO NOT-OD-25-133)
Curriculum & Delivery
Initially, 返字心頭 will deliver NIH OS training via 返字心頭s Research Listserv. Thereafter,
               返字心頭 will deliver NIH OS training via CITI (e.g., CITI 返字心頭 OS integration). The 返字心頭
               OS training module covers:
- Scope of OS; inclusions/exclusions; examples of in-kind support;
 - Timing (JIT vs. RPPR); documentation standards (agreements, English translations);
 - Immediate-notification scenarios; common pitfalls and remediation.
 
Completion & Frequency
- Complete prior to NIH JIT or any NIH award action that triggers OS checks;
 - Refresh annually (kept current within 12 months) to avoid routing holds.
 
Tracking
- Subsequent to 返字心頭s CITI integration, completion will be tracked in CITI and, where technically feasible, synced to Bulls iResearch for routing checks.
 
NIH OS DISCLOSURE REQUIREMENTS
- Disclose all active and pending support, including in-kind contributions (e.g., lab space, personnel, equipment, supplies) and foreign activities/affiliations relevant to research. When in doubt,disclose.
 - Maintain supporting documentation (executed agreements; certified English translations
                  of foreign documents). Provide upon NIH request at JIT or during RPPR.
 - If a previously undisclosed OS is identified after submission, the PD/PI or Senior/Key Person must immediately notify SR so NIH can be promptly informed.
 
ROLES & RESPONSIBILITIES
- Institutional Research Effectiveness & Assessment (IREA) Performs periodic post-award audits of NIH OS training/compliance (prime and subrecipient); assists or advises on ambiguous or unusual NIH OS situations or cases.
 - Principal Investigators (PI) /Departments Ensure all named NIH Senior/Key Personnel, including subrecipients, complete training and provide complete OS.
 - Research Integrity & Compliance (RIC)  Owns NIH OS training content/delivery; coordinates with eCOI; assists or advises
                  on ambiguous or unusual NIH OS situations or cases.
 - Senior/Key Personnel  Complete training; prepare accurate OS; maintain documentation; immediately report
                  undisclosed OS.
 - Sponsored Research (SR) Verifies NIH OS training completion and OS documentation before JIT/award; enforces routing holds if needed; assists or advises on ambiguous or unusual NIH OS situations or cases; serve as AOR/SO; and, notify sponsors of undisclosed OS.
 
PROCEDURES
Access & Tracking Training is assigned via CITI (upon implementation); completion status available to SR for routing.
Gatekeeping  Subsequent to availability of OS training in CITI, NIH proposals/JIT actions will
               not be routed to AOR until all named NIH Senior/Key Personnel show Complete for
               NIH OS training (12 months).
JIT & RPPR  Before JIT, SR confirms training and that OS documentation is on file. At RPPR,
               PIs update OS and confirm training currency.
Immediate Notification Report undisclosed OS to SR immediately; SR coordinates NIH notice.
RECORD KEEPING AND RETENTION
Retain training certificates, OS forms, agreements, translations, JIT/RPPR submissions, and sponsor correspondence for at least three (3) years from the date of submission of the final financial report, or longer if audit/litigation/claims are pending, consistent with 2 CFR 200.334, NIHGPS 則8.4.2, and CCHIP #007.
ENFORCEMENT
Non-compliance may trigger sponsor-imposed enforcement (e.g., removing non-compliant personnel from NIH proposals/awards until OS disclosure and/or training requirements are satisfied), imposition of special terms and conditions, result in potential disallowances, or enactment of other measures designed to promote research security. Internally, 返字心頭 may elect to remove non-compliant personnel from NIH proposals/awards.
EFFECTIVE DATE AND TRANSITION
Effective October 1, 2025 for NIH; 返字心頭 implementation is immediate to avoid delays for upcoming deadlines.
CONTACT
Sponsored Research (SR) or Research Integrity & Compliance (RIC) for NIH OS questions/training.
 
ISSUED: October 1, 2025LAST REVISION: N/A (Initial Release)