Competitive Intelligence at Mizzou
Competitive intelligence is the collection and analysis of information, to inform decision-making and strategic planning at MU. Understanding sponsor priorities and trends can help in developing successful proposals to external agencies. The CI team in the Office of Research and Economic Development provides actionable insights and future-looking intelligence on sponsors and programs to help faculty develop more competitive proposals. Additionally, the CI team is a partner with MU’s academic and research units in developing tools to monitor productivity, decrease administrative burden and comply with reporting requirements from sponsors, government agencies, and accrediting organizations.
Email Address: MUResearchCompIntel@missouri.edu
Five Pillars of Competitive Intelligence:
- Reproducible and documented
Areas of Service and Value:
- Research Support – Develop tools to assist researchers and research administrators in proposal development, project management and identifying potential partnerships.
- Compliance/Regulatory – Assistance with the preparation of mandatory reports or the completion and submission of mandatory reports.
- ROI and Productivity – How our investments of time and funding driving our research productivity.
- Competencies/Alignment – Utilizing comparative data to identify potential partnerships, areas of strength, strategic priorities, and peer institution comparisons.
- Marketing/Communications – Provide key data points to assist with the communication of initiatives, successes, and areas of need.
- Research Productivity Dashboards
- MU Faculty Scholars Portal
- MIS Web Applications Searchable Grants Database
- MU Campus Data Hub
- NSF Higher Education Research and Development (HERD) Survey – UM System Summary
External Agency Data Sources
- NIH Reporter
- USDA NIFA Data Gateway
- NSF Award Search Tool
- NSF Higher Education Research and Development (HERD) Survey
- Blue Ridge Institute for Medical Research (BRIMR) NIH Reporting
- US Department of Education Institute for Education Sciences (IES) Award Search
- USA Spending
- DOE Office of Science - Portfolio Analysis and Management System (PAMS)
Shared Credit is a means of defining and quantifying an individual investigator’s intellectual contributions to a sponsored project, enabling the University to recognize, record and report such contributions. Interdisciplinary research is critical to our research enterprise; therefore, by measuring Shared Credit we can demonstrate individual investigator and departmental contributions to team science.
Shared Credit is typically allocated to the Principal Investigator and other project personnel who, if funded, would advance the project’s creative/scientific/scholarly aspects through intellectual contributions, including, but not limited to, generating ideas, project design, conducting research or scholarly activities, preparing manuscripts/reports/articles, preparing funding applications and mentoring students.
For sponsored projects, Shared Credit, as allocated among all contributing Investigators, must total 100%, confirming the project aims are fully covered. Shared Credit is initially recorded in the PeopleSoft Grants Module at the time of proposal, and can be updated upon agreement of all affected parties (see OSPA’s Personnel Change Request Form).
Shared Credit is used to measure research productivity for colleges and schools in the Research Productivity Dashboards and Research and Teaching Department Overviews, for allocating awards in the MU Faculty Scholars search tool, and for the mission support and F&A cost recovery components of the institutional resources allocation model.
To the extent possible, Shared Credit should be determined as the proposal is being developed. Once the scope of the project is determined and each clear roles are established, project personnel should determine the distribution of Shared Credit.
Sponsored Activity refers to any externally funded grants and contracts that are processed through the MU Office of Sponsored Programs Administration. Sponsored activity includes funding for research, as well as funding for public service, instruction, and outreach.
MU’s Research Productivity Dashboards include all externally funded sponsored activity, such as:
- Funding from external entities that is processed through MU Office of Sponsored Programs Administration
- Proposals that have been submitted through MU Office of Sponsored Programs, and are still under review by the sponsor
- Proposals that have been submitted through MU Office of Sponsored Programs, but were not selected for award by the sponsor
Sponsored activity does not include the following:
- Gifts that are processed through MU Advancement
- Cost share on sponsored projects
- Service Operation/Fee for Service activities that are accounted for on service center or auxiliary accounts
- Proposals that have not yet been submitted to a sponsor (“Draft” status)
- Internal grants such as Tier 1-3 Strategic Investment Program funds, PRIME, Research Council and any college or department internal funding programs
PeopleSoft Grants Module (PSGM) – PeopleSoft is UM’s institutional enterprise financial and personnel system. The Grants Module is the component within PS Finance that is used for managing, tracking and reporting on sponsored activity.
Administering Unit/Managing Department is typically the PI’s home department or center. For the purpose of reporting, the DeptID that is used for the proposal budget, award budget, and for recording expenditures determines the managing unit.
Proposals refer to the initial entry in PSGM. All sponsored projects have an associated proposal entry, even if the sponsor did not require a proposal prior to issuing an award. Proposals are recorded in the Research Productivity dashboards based on the Due Date that is entered in PSGM. Proposals that are in “Draft” status are not reflected in the Research Productivity dashboards.
Awards refer to the funding that is obligated to our institution by a sponsor. An award is recorded in PSGM when MU OSPA has accepted the award and finalized the budget in PSGM. The date the budget is finalized is the date that an award is recorded in the Research Productivity dashboards. Federal sponsors often issue an award one year at a time. Only the funding years that have been obligated are reflected in the Research Productivity dashboards.
Frequently Asked Questions
Shared Credit FAQs
Why do we track activity by both Shared Credit and administering unit?
- Tracking activity by Shared Credit provides an additional means of quantifying an investigator`s contribution to a particular sponsored project. The capture of Shared Credit allows for reporting for investigators to showcase their contributions on sponsored projects, independent or in conjunction with sponsored expenditures. Tracking activity by administering unit helps determine the volume of proposals and awards that are prepared and managed through a given department or center, in addition to revealing an individual PI’s productivity.
- Shared Credit allocation is also used to determine overall research expenditure activity for the faculty. This information is used in evaluations for tenure and/or promotion.
Is the Shared Credit allocation shared with the sponsor?
- No, Shared Credit is an internal university tracking mechanism and will not be shared with the sponsor. However, in most circumstances, any named key personnel on a project should receive a portion of Shared Credit.
Should the PI receive the largest percentage of Shared Credit?
- Not always. Shared Credit should be based on the intellectual contributions of all project personnel. ORED does not mandate that the PI receive the largest percentage of Shared Credit for a given project.
How does Shared Credit impact my proposal or award budget?
- Shared Credit is not related to the project budget. The participating investigators may use the budget as one factor in determining the Shared Credit allocation; however, the two are unrelated.
Are Shared Credit and investigator effort related? Are there any compliance concerns with how we determine Shared Credit?
- No, credit and effort are unrelated. An investigator may be budgeted for 25% effort on a large, multi-investigator project, but receive 10% of the Shared Credit for the overall project.
Does Shared Credit have to be a round number or a whole number?
- No, Shared Credit percentages do not have to be rounded or whole numbers. PeopleSoft will allow for two decimal places in the Shared Credit panel.
- Shared Credit must, however, total 100% across all investigators for a given project.
How should Shared Credit be allocated to the centers? How does the Shared Credit allocation for center-based faculty impact the revenue allocation to research centers?
- Our research centers, such as the Bond Life Sciences Center or the Dalton Cardiovascular Research Center, should be reflected in the Shared Credit panel in PeopleSoft with 0%. The investigator’s percentage share is then allocated to their academic home. Here is an example:
Dr. Smith is PI on an NSF grant. She is an investigator in the Bond Life Sciences Center, but her home department is Plant Sciences. She is collaborating with Dr. Thomas, who is also an investigator in Bond Life Sciences Center. Dr. Thomas’ home department is Biological Sciences. They have determined that Dr. Smith will receive 75% Shared Credit and Dr. Thomas will receive 25%. Shared Credit should be entered into PeopleSoft as follows:
- Dr. Smith – LSC DeptID – 0%
- Dr. Smith – Plant Sciences DeptID – 75%
- Dr. Thomas – LSC DeptID – 0%
- Dr. Thomas – Biological Sciences DeptID – 25%
For reporting purposes, center-based faculty Shared Credit will be assigned to the academic home, as illustrated in the above example. Revenue distribution as a result of the grants and contracts of these center-based faculty will be governed by MOU agreements between the center and the academic departments.
The Research Productivity dashboards contain sponsored activity data, both current and historical, for all college, schools, and divisions at Mizzou. Filters are available within each report to allow users to view data by month and year. Reports provide varying levels of granularity to meet users’ needs to allow for analysis at the college level, department level, and individual investigator level. To view the dashboards, visit Tableau.umsystem.edu and enter your institutional credentials with your domain name. For further information, please see our user guide. If you are unable to find the information you need, contact the Research Analytics Team.
Contents of Folders and Subfolders
Institution Level Data
Subfolder 1: Institutional Level Metrics – Proposals, Awards, Expenditures, and Recovered F&A at the campus level. Reports allow for filtering by fiscal year and month.
Subfolder 2: College Comparative – Proposals, Awards, Expenditures and F&A Recovered by Shared Credit and Administrative Unit (based on the deptID associated with the project) down to the College/School/Division (CSD) level. Reports allow for filtering by fiscal year and month.
College/School/Division (CSD) Level Data
Each CSD has a subfolder named by Division Node (i.e. CMED, CHES, CENGR). Within each subfolder is a Research Productivity dashboard, which contains Proposals, Awards, and Expenditures by Shared Credit down to the department and investigator level.
Note: Investigator level reports are based on HR or tenure home as indicated in PS HR in an effort to show activity for investigators who have an administrative home outside the college.
New Awards and Proposals
This is a static report that is based on proposals submitted or awards recorded in PS GM for the previous week. A pdf version of this report is emailed every Monday, system wide, from the MU Office of Research and Economic Development.
Proposals: In order for a proposal to appear on this report, the Due Date that was entered in PS GM must have fallen within the previous week, and the proposal must have been changed from “Draft” status to “Submitted” status by the Office of Sponsored Programs Administration.
Awards: Any funding that is added to a project by the Office of Sponsored Programs Administration in the previous week will appear on this report. This means that continuation funding and some budget reallocations will appear on the report as well (i.e. moving carry over budget from one year to the next). Exception: there are certain projects that are sensitive in nature and will not appear on this report.