UNIVERSITY OF PITTSBURGH POLICY  11-01-02



CATEGORY:                  RESEARCH ADMINISTRATION
SECTION:                   Research
SUBJECT:                   Rights, Roles, and Responsibilities of
                           Sponsored Research Investigators
EFFECTIVE DATE:            April 3, 1992
PAGE(S):                   4


I.      SCOPE

        This policy establishes the roles, rights, and
        responsibilities of faculty investigators in the management
        of sponsored research projects,  the protection of the
        academic and research integrity of such projects, and the
        resolution of conflicts with colleagues and administrative
        supervisors.

II.     POLICY

        The University should not accept awards or enter into
        agreements for the support of research which confer upon
        another party the power to censor or exercise effective veto
        over the dissemination of results and conclusions arising
        from research.  Short delays, usually up to six months, may
        be permitted to allow industrial sponsors to take out patent
        applications; these conditions must be specified in the
        initial awards.

        -    No agreement should preclude the right of researchers to
             publish the results of their research.  See Policy 11-02-
             01, Patent Rights and Technology Transfer and University
             policy on Secret Research for certain exceptions.

        A member of a research team who questions in good faith the
        handling of a research project should be protected from
        reprisals by other researchers or administrators.  On the
        other hand, researchers require equal protection from
        unsupported charges or charges made out of ignorance,
        misinterpretation, or malice.

        The University and its agents will operate under University
        policies on Sponsored Projects or revision of those policies.
        It is understood that all the rights and responsibilities set
        forth in these policies are subject to any legal constraints,
        to the availability of sufficient resources to meet these and
        competing demands, and all existing University policies.

        Investigators have basic rights to an environment that
        facilitates research, and the University should encourage and
        facilitate research.  On all sponsored projects, the
        University shall make reasonable efforts to:

        -    Expedite hiring of staff and faculty to enable work to
             proceed from the start of the award

        -    Assist departments, schools, the Office of Research, and
             the Office of Research Accounting to facilitate
             administrative tasks

        -    Meet the terms and conditions of the sponsored award in
             collaboration with the Investigators

        -    Disseminate to appropriate staff and faculty this
             document as well as more detailed procedures, methods,
             and responsibilities, and including checklists of
             administrative procedures and timetables

        -    Improve and expedite the delivery of essential university
             services to Investigators by facilitating communication
             between Investigators and administrators to solve
             problems related to sponsored research

        -    Provide timely notice of all awards to Investigators and
             to provide notice to investigators of special conditions
             that require University and/or Investigator acceptance

        -    Provide timely and accurate monthly accounting reports to
             Investigators

        Investigators have the following responsibilities:

        -    To create the project

        -    To inform all responsible administrative persons of the
             aims, needs, and expectations of the project early
             enough so that all parties understand the full
             implications and meanings of the award

        -    To avoid conflict of interest

        -    To maintain academic and research integrity

        -    To ensure that research is conducted safely and in
             compliance with all state and federal health and safety
             regulations

        -    To conduct the work supported by the award in a timely
             and professional manner

        -    To conduct the project in a manner consonant with the
             teaching and research mission of the University

        -    To submit progress and final reports as may be required
             under the terms of the award

        -    To follow University and sponsoring agency guidelines for
             the use of animal and human subjects in research

        -    To report patentable and other commercially valuable
             findings in accordance with the University Patent Policy

        -    To acknowledge all sponsors of the research project in
             any official communication regarding the research

        The Principal Investigator has the following additional
        responsibilities:

        -    In collaboration with Co-Principal Investigators, to
             develop the project, allowing adequate time for review
             and comments by department and school officers, relevant
             research review committees, and the Office of Research

        -    To share with all Co-Principal Investigators the planning
             and development of the project to meet the objectives of
             the award

        -    To take appropriate action so that the Office of Human
             Resources clearly states the terms of appointment of non-
             signatory staff members, including secretaries and
             research staff

        -    To follow the guidelines on appointment and termination
             for all research associates and research fellows

        -    To ensure compliance with the specific terms and
             conditions of each award as stated in the contract or
             grant documents and with all administrative requirements

        -    To manage all budgetary matters relating to the project,
             among those including: incurring expenditures made prior
             to the receipt of a fully executed award only after
             obtaining specific authorized approval, controlling
             expenditures so as not to exceed the total amount of
             funds awarded, and adhering to specific budget category
             expenditure limits; obtaining prior approvals (from the
             agency and the University) for budget changes; reviewing
             monthly accounting reports and, upon expiration of the
             contract, making adjustments to clear all expenses

        Investigators have the following rights:

        -    The individual Investigator should not be the subject of
             institutional coercion with respect to particular
             research projects

        -    Once signed and submitted, the University should not
             modify or change the proposal without consultation with
             Investigators

        -    Once accepted by the University, the University must not
             change the condition of the award unless unusual or
             extenuating circumstances arise; and in such
             circumstances changes will be made with full
             consultation of the Investigators;  Investigators have
             the right to appeal such decisions

        -    Investigators have full right to publish their findings,
             except as provided under the University Patent Policy
             and Policy on Secret Research.  Authorship credit should
             reflect the relative contribution of research team
             members, should be determined as early as possible in
             the project, and should be given only to active
             participants in the project

        Settling Disputes

        Investigators should attempt to resolve disputes with
        administrative officers or among professionals engaged in
        research by informal means.  Disputes may arise because of
        interpretation of this policy or other reasons involved in
        the project.  All parties should present their views to the
        next higher level administrator in an effort to achieve
        mutually agreeable solutions.

        Procedure 02-03-01, Faculty Grievances, (or its revision)
        establishes the procedure for settling disputes that arise
        under this policy or disputes arising for other reasons
        involved in the project.  Investigators (including research
        associates) who are unable to achieve a mutually agreeable
        solution on their own initiative will then invoke the Faculty
        Grievance Procedure for settling the dispute.

        Disputes over research issues require evaluation by persons
        familiar with the scientific, intellectual, or managerial
        issues involved.  In disputes on research awards, especially
        when there are accusations of disputed ownership of data,
        misuse of funds or violations of accepted practice, review
        panels must include persons with specific intellectual or
        scientific qualifications.

        In cases of alleged scientific, intellectual misjudgment, or
        fraudulent reporting or any other matters subject to Policy
        11-01-10, Research Integrity, the University will follow this
        policy or its revision.

        Implementation

        Concerns and problems of Investigators arising from issues
        addressed in this policy  should be reported to the
        University Senate Executive Committee for referral to
        appropriate Senate committees and/or to the University
        Research Council.

        Review

        The University Senate Executive Committee and the University
        Research Council should evaluate the operation of this policy
        biannually.

III.    REFERENCES

        -    Policy 11-02-01, Patent Rights and Technology Transfer.

        -    Policy 11-01-10, Research Integrity.

        -    Policy 11-01-03, Conflict of Interest in Research.

        -    Procedure 02-03-01, Faculty Grievances.