SPECIAL REPORT. of the. concerning an. Presented at the 729 th Regular Meeting of the Faculty Senate September 12, 2013 COUNCIL MEMBERSHIP

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1 Sen. Dc. N SPECIAL REPORT f the ACADEMIC PRIORITIES, GRADUATE, PROGRAM AND BUDGET AND RESEARCH COUNCILS cncerning an INSTITUTE FOR SOCIAL SCIENCE RESEARCH (ISSR) (Apprved by the Rules Cmmittee, acting n behalf f the Faculty Senate, May 15, 2013) Presented at the 729 th Regular Meeting f the Faculty Senate September 12, 2013 COUNCIL MEMBERSHIP ACADEMIC PRIORITIES COUNCIL Margaret Allard, Richard Bgartz (Chair), Elizabeth Chiltn, W. Curt Cnner, Kathleen Debevec, Bryan Harvey, A. Yemisi Jimh, Jhn Kingstn, Ernest May, J. Elit Mss, Debrah Picking, Mnre Rabin, James Rinderle, Jan Servaes, Barbara Stanley, Sctt Stangrm, Susan Sturgen, Savannah Van LeuvanSmith, Jerri Willett GRADUATE COUNCIL Neal Abraham, Danielle Allessi, Jane Baran, Lri Barnas, Tm Braden, D. Anthny Butterfield, Leslie Buttn, Derek Dughty, David Frd, Steve Gdwin, Linda Griffin (Chair), Mark Hamin, Cynthia Jaceln, A Yemisi Jimh, Akshay Kapr, Arthur Kinney, Keven Klement, Beth Lang, Jhn Lpes, Michael Malne, Ernest May, Jhn McCarthy, Dminic Pccia, Margaret Riley, Alan Rbinsn, Frederic Schaffer, Jcelyn Silverlight, Hward Stidham, Anna Strwe, Patrick Sullivan, Hngmei Sun, Nathan Therien, David Vaillancurt PROGRAM AND BUDGET COUNCIL Rbin Andersn, D. Anthny Butterfield, Genevieve Chandler, Elizabeth Chang, Stephen Clingman, Nancy Chen, Rbert Faulkner, Patricia GalvisAssmus, Bryan Harvey, James Kurse, Michael Let, Lisa Liebwitz, Andrew Mangels, Jel Martin, Gail Matthews, Ernest May, Jhn McCarthy, Alex Phillips, Jay Schafer, Stephen Schreiber, Anurag Sharma (Chair), James Sheehan, Nrman Sims, Michael Sugerman, Dnald Tmaskvic Devey, Julian Tysn, Ralph Whitehead, Dnna Zucker RESEARCH COUNCIL C. Marjrie Aelin, Jane Baran, Leslie Buttn, Graham Caldwell, E. Bryan Cughlin, Paul Dauenhauer, Rbert Decnt, Jennifer Dnais, David Evans, Olga Gershensn, Ahmed Ghniem, Brigitte Hlt, Srinivas Lankala, Daniel Lass, Michael Malne, Michael Marney, Ernest May, Jhn McCarthy, Sharn MillsWisneski, J. Elit Mss, Jennifer Nrmanly, Jesse Rhdes, Stephen Rich, Margaret Riley, Caren Rtell (Chair), Jnathan Rthstein, Jay Schafer, Brislava Simidchieva, Carl Sprague, Hngmei Sun, Maria Tymczk, Martin Weinberg

2 Sen. Dc. N ACADEMIC PRIORITIES COUNCIL At the APC meeting f January 29, 2013, the Academic Pririties Cuncil unanimusly endrsed the prpsal fr the establishment f the Institute fr Scial Science Research. GRADUATE COUNCIL The Academic Standards and Curriculum Cmmittee (ASCC) f the Graduate Cuncil met n January 30, 2013 and reviewed the prpsal fr the Institute fr Scial Science Research (ISSR). The ASCC declined t review this prpsal. PROGRAM AND BUDGET COUNCIL At its meeting n February 20, 2013, the Prgram and Budget Cuncil unanimusly apprved the prpsal fr the Institute fr Scial Science Research (ISSR). RESEARCH COUNCIL At its meeting n April 26, 2013, the Research Cuncil unanimusly apprved the Institute fr Scial Science Research (ISSR). MOVED: 7713 That the Faculty Senate apprve the Institute fr Scial Science Research (ISSR), as presented in Sen. Dc. N

3 Sen. Dc. N Institute fr Scial Science Research (ISSR) Cllege f Scial and Behaviral Sciences Prpsed Starting Date: Started with Interim Apprval n July 1, 2012 Jennifer Lundquist W35 Machmer Hall I. DESCRIPTION Frm T Attachment The Institute fr Scial Science Research (ISSR) was frmerly lcated in the scilgy department called the Scial and Demgraphic Research Institute (SADRI). After its 1962 inceptin it was grandfathered int unfficial institute status by the faculty senate (see Sen. Dc. N ). Thrugh the supprt f the Dean f SBS, its scpe and missin have expanded t include supprting scial scienceriented research f all faculty at the University f Massachusetts, Amherst, and thus ISSR received interim apprval by the Chancellr, Prvst and VCRE t begin expanded activities in FY2012 (see appended memrandum). We nw submit ur request fr frmal review by the Faculty Senate fr apprval f its status as a University Institute. A. Name: Institute fr Scial Science Research (ISSR) Basic Missin: Supprt: interdisciplinary scial science research, research partnerships between scial scientists and ther scientists, and training and grants activity acrss campus. Activity Scpe: Grantsrelated mentring, submissin and pstaward administratin supprt, research cnsultatin & methds training, data and sftware licensing access, research netwrking and partnerships amng scial scientists, interdisciplinary methds undergraduate and graduate certificate prgrams, and clearinghuse f all research resurces available n campus. Build bridges acrss the STEM and humanities disciplines n campus and acrss the fiveclleges. Clientele: Primarily scial scientist faculty and graduate students n campus, but als nnscial scientists interested in partnering with scial scientists. Fr a list f UMass, Amherst departments and centers with scial science researchers wh we see as ur target audience, see: B. Ratinale & Justificatin Missin: Supprt interdisciplinary research and grants activity in the scial sciences acrss campus. Gals: Increased funding activity, highquality schlarship and intellectual develpment, welltrained Research Assistant pl, heightened graduate student training and educatin, imprved scial science research infrastructure, and interdisciplinary cllabratin n campus. Objectives: Prvide increased supprt fr research develpment, bth fr grants and fr the services necessary t train strng graduate student Research Assistants, supprt faculty and graduate students via cnsultatin and methds training and prmte interdisciplinary cllabratins. Relatin t Campus Gals: The establishment f a general scial science research infrastructure cntributes t the university s missin t advance the campus t the tp tier f public research universities. ISSR als advances the university s missin t fster interdisciplinary and cllabrative research by: Establishing ties acrss scial science departments acrss campus Prmting partnerships between natural science, humanities and behaviral science researchers. Interdisciplinary cllabratins, particularly including an expert n the grant team wh can analyze data and ascertain scial impacts f science research is nw a majr funding expectatin by gvernment funding agencies. ISSR further advances scial science graduate and undergraduate educatin by prviding training pprtunities, a methds certificate and experience cnducting direct scial science research in cllabratin with ISSRaffiliated faculty.

4 Sen. Dc. N Resurces Space & equipment: 17,400 ftsq f space currently in Machmer Hall which includes ffice space, a cld data rm fr high security datasets, archives, a cnference rm, and a training and cnsultatin lab. Staff: Acting Directr, Acting Assciate Directr, Grants Manager, Research Business Manager, Cnsulting team, Advisry Bard, IT Wrkstudy. C. Specific Activities Planned I. Spring 2013 ISSR Schlars Prgram: Tw grantwriting mentring grups This prgram prvides a curse release fr interdisciplinary seminars f six scial science faculty frm acrss the university t meet regularly thrugh the academic year t develp individual research grant prpsals. The seminar includes nging presentatins and discussin f faculty research prpsals, advice n grantwriting and submissin, infrmatin abut grant agencies, and pprtunities t meet natinal schlars fr cnsultatin. We have mdeled this initiative in cllabratin with the Center fr Research n Families, which initiated the first such grants mentrship prgram n campus and has demnstrated that such prgrams are successful in the lng term generatin f external funds. This year s tw prgrams are led by faculty frm Plitical Science and Scilgy and prfessinal staff frm the Center fr Public Plicy and Administratin and the Office f Research Develpment. Prgress reprt frm Fall f 2012 Wrking with the PI hme departments, we have rganized public speaker visits f the first tw ISSR Schlars Speaker Series (Paula England f NYU and Shelly Lundberg f UCSB). The first three Schlars have submitted the fllwing grants, with the remaining Schlars t submit external prpsals fr JuneAugust deadlines: Elisabeth Hamin, LARP, "Sustainable Adaptive Gradients in the Castal Envirnment (SAGE): Cupled EngineeringEclgicalScial Typlgies t Enhance Castal Resilience" (spnsr Belmnt Frum/NSF, submitted 1/5/2013) Hannah Wallach, Cmputer Science and Bruce Desmarais, Plitical Science, "Organizatinal Respnsiveness t Open Outside Input: A Mdeling Apprach" (Spnsr NSF, submitted 12/17/13) Michelle Budig, Scilgy "Scarring Effects f Cntingent Emplyment? Early Jb Quality and the Wrk Trajectries f NnCllege Yuth" (Spnsr William T. Grant Fundatin, submitted 1/3/2013). Research Cnsulting Prgram A team f advanced graduate students with expertise in specific areas (statistical mdeling, quantitative methds, qualitative methds, data prgramming, GIS, etc.) prvide free cnsulting t faculty and graduate students by appintment and walkin cnsultatin. They are managed by a Senir Methdlgist faculty appintee. The graduate students each wrk abut 5 hurs a week (and each teaches a few shrt curses a semester, see belw), funded by the Graduate Schl. Prgress reprt frm Fall f 2012 After pening in Octber 2012, by middecember the cnsulting center had prvided cnsultatin n 30 different research prjects. 35% f the clientele were faculty and the rest graduate students Disciplinary representatin: 57% SBS

5 Sen. Dc. N % Public Health 10% Natural Sciences 10% Educatin 7% Humanities 3% Management Participant feedback "I am just s delighted that this resurce exists! It is a wnderful resurce and I can say with n exaggeratin that it has imprved my UMass experience mre than any ther resurce at the University, hands dwn." "This new knwledge really helped me understand a subsequent netwrk analysis prblem and has pened up a whle new dimensin f research and analysis fr me. I was very satisfied with the cnsulting drp in. It was mre than enugh fr preparing the applicatin, and mre imprtantly gt me thinking in new ways abut hw t analyze the qualitative cmments in the questinnaires I am receiving. I will definitely fllw up with mre cnsultatin. Very gd experience fr me. This is a wnderful service that yu are ffering and I'm s glad that I knw abut it Research Training Prgram 1. Shrt Curse Wrkshps These wrkshps are designed t supprt faculty and graduate students in scial science research methds. Graduate students and faculty mst ften attend in rder t gain an intrductin t a new data analysis tl r methdlgical apprach. The wrkshps als help t train and prepare graduate students as research assistants n prjects as well as in their wn research. They are intended t cultivate a cmmunity f practice, and sme f ur past wrkshps have led t the creatin f nging wrking grups. These shrt curses are ffered fr free thrughut the semester and are taught by the graduate student cnsultants, a research library staff, and faculty. Wrkshps n schedule fr this semester include: 1. Netwrk Analysis Data Cllectin 2. Qualitative Data Analysis in NViv fr Beginners 3. Multiple Imuptatin fr Missing Data 4. Intrductry Data Analysis in R 5. Grantwriting wrkshps fr scial science graduate students (cspnsred with Graduate Schl) 6. Advanced Data Analysis in R 7. Intrductin t Stata 8. IRB training 9. Intrductin t Qualitative Prgramming in MAXQDA 10. Stata Management Flw in Stata 11. Intrductin t GIS fr scial scientists 12. Lngitudinal Data Analysis and Event Histry Techniques 13. Sharpen Yur Literature Review Research Skills and Cut Thrugh Internet Overlad (cspnsred with library) 14. Haven t I Already Seen That Article? Managing Yur Citatins (cspnsred with library) 15. The Giant Scial Sciences Data Hme (cspnsred with library) 16. Data Management: What Funders Want t See (cspnsred with library) Prgress reprt frm Fall f 2012 We ffered six shrt curses this past fall, which filled almst immediately. We had 191 registrants, f which 15% f the clientele were faculty and the rest graduate students Disciplinary representatin: 46% SBS 7% Public Health 13% Natural Sciences 20% Educatin

6 Sen. Dc. N % Humanities 3% Management 3% Engineering Participant feedback It is a tremendusly valuable resurce t me as a new faculty member t have these kind f wrkshps available t expand my methdlgical tlkit." "I learned quite a lt nt just abut hw R wrks, but als hw I CAN LEARN IN R. This is ging t be invaluable as I prgress with this." "Hw wnderful! This is an amazing cllective resurce that I certainly plan n utilizing ver the next few weeks. Having a centralized place fr faculty t g t in rder t get help with statistical/prgramming issues is very, very valuable t me." "I liked hw the instructr encuraged us t think abut using this methd in ur wn research agendas I am nw quite excited t start using this methd in my wn research!" "It was a great intrductin fr peple independently trying t learn R. Thanks fr including even the students wh are nt in scial sciences! 2. Summer TwDay Wrkshps Series These wrkshps are intended fr faculty and advanced graduate students wh are in the midst f directly related research prjects. They are intensive and generally last tw t three days. A nminal fee is charged t cver the instructr s hnrarium and students lunch. ISSR is currently rganizing this summer s fferings, which are tentatively titled: 1. Interview Methds and Techniques fr the Qualitative Researcher by Gretchen Rssman in Educatin 2. Running queries, using framewrk matrices, autcding, and classificatins and attributes in NViv by Jackie Stein in Scilgy 3. Designing Cmplex Surveys by Brett Butler in Frestry 4. Innvative Data Visualizatin in R by Chris Burns in Resurce Ecnmics 5. Cmputer Simulatin in Scial Science by James Kitts in Cmputatinal Scial Science 6. Visual Research Methds in Film & Vide by Kevin Andersn in Cmmunicatin/Anthrplgy Prgress reprt frm Fall f 2012 We ffered fur summer wrkshps in June and July f 2012 that filled up with waiting lists. There were 20 peple enrlled in each wrkshp fr a ttal f 80 enrllees 30% f the clientele were faculty and the rest graduate students Disciplinary representatin: 56% SBS 9% Public Health 14% Natural Sciences 19% Educatin 3% Management Participant feedback "Great facilitatrs very helpful, very engaging and willing t answer individual questins and specific research issues."

7 Sen. Dc. N "I am definitely cming back t my department with a wealth f knwledge" "Fabulus instructrs clear explanatins, psitive attitude, unending patience." Research in Prcess Panels These RIP series feature three t fur panelists wh cme tgether arund a research theme f interest t the scial science cmmunity. The gal is t create cmmunities arund specific research areas and prvide pprtunities fr researchers t netwrk and learn frm ne anther. Our line up fr the Spring 2013 semester is as fllws: 1. Experimental Research and the Prs and Cns f Mechanical Turk Panelists: Brian Schaffner, Plitical Science; Elizabeth Miller, Isenberg; Bernhard Leidner, Psychlgy 2. Scial Science Research in Springfield Panelists: Fred Rse, CPPA; Sylvia Brandt, Resurce Ecnmics; Jhn Mullin, LARP 3. Mixed Methds Research Design: Prs and Cns Panelists: Gretchen Rssman, Educatin; Amel Ahmed, Plitical Science; Bernhard Leidner, Psychlgy 4. Cmparing Qualitative Research Sftware Packages Panelists: Bridget MacDnald, Ecnmics; Stuart Shulman, Plitical Science; Krista Harper, Anthrplgy; Jackie Stein, Scilgy 5. Web Scraping & Crwd Surcing: New Surces f Scial Science Data (being planned) Prgress reprt frm Fall f 2012 We ffered three RIPS that were well attended by diverse researchers arund the university. They were: Demystifying the UMass IRB fr Scial Scientists, The Integratin f Research and Teaching and The Rewards and Challenges f Interdisciplinary Research. Scial Science Resurce Mapping Prject ISSR has created and cntinues t build a clearinghuse f infrmatin n scial science resurces n and ff campus, featured here: This includes infrmatin and instructr cntact n all types f methds classes ffered in the last five years at UMass and the fur clleges; grants submitted by UMass scial science researchers; nline methds instructin resurces; research labs and wrkspaces n campus; cmputing resurces, etc. Scial Science Sftware Licensing Crdinating Rle Departments and faculty ften purchase individual licenses fr data analysis sftware that culd be mre affrdably prvided via grup licensing. ISSR can crdinate interested sharehlders and interface with OIT t advcate fr campus licensing fr cmmnly used sftware prgrams. One sftware license crdinatin prject ISSR is explring fr the spring term is a grup purchase f Qualtrics, a sphisticated survey design sftware. Plitical Science currently pays $2,000 a year fr five faculty t use this sftware; hwever, a grup license fr many mre faculty can be purchased fr $5,000 a year. Prgress reprt frm Fall f 2012 ISSR successfully crdinated a grup sftware licensing agreement fr NViv acrss SBS, CNS and Educatin. Our research shwed that an estimated 100 faculty had previusly purchased individual licenses, incurring twice the expenditure than the campus license cst.

8 Sen. Dc. N Pre and Pst Grants Supprt ISSR's Grants Manager and Research Business Liaisn will assist faculty in the grant preparatin, submissin, and management prcess. They will prepare budgets, prvide prfreading and cpy editing f prpsals, interface with OGCA, help faculty navigate the federal electrnic prpsal systems, train and supprt departmental grants staff, and manage pst- award accunts. II. Future years In additin t expansin f the abve prgrams, ISSR will have a new, externallyrecruited Inaugural Directr wh will pursue these r ther research initiatives in FY2014: Research Incubatr Functin On a cmpetitive basis, prvide apprpriate resurces f space and financial supprt fr facultyinitiated research clusters. Cnsider expanding the ISSR Schlars Mentring Prgram t include a grup fr multidisciplinary CPIs lcated in different clleges. Cllabrative grups f faculty spanning at least tw disciplines wuld be eligible fr supprt. A prgram t spnsr ncampus cnferences t extend the reputatinal and intellectual reach f research clusters might be adpted as well. Organize regular meetings with ther centers and institutes acrss campus t begin identifying cmmn research synergies fr putting tgether jint funding prpsals. Researcher speed dating meet and greet prgrams are ne mdel. Prmte early frmatin f cllabrative ties between scial and natural scientists t prvide infrastructure fr scial science evaluatin cmpnents n future research prjects High Perfrmance Cmputing Hire staff t interface with the High Perfrmance Cmputing Center in Hlyke that will be n line in 2013 and which will allw large amunts f quantitative and qualitative data t be securely stred, backed up, and accessed remtely and securely by multiple users. Data Repsitry Expansin ISSR already serves as the ICPSR prtal fr the campus. ICPSR is the leading internatinal data repsitry fr the scial sciences. Develp substantively specific data repsitries, such as ne n wrkplace diversity with the EEOC. Prpsal fr an ISSR Springfield Scial Science Incubatr Space A SpringfieldUniversity f Massachusetts Amherst alliance with physical space lcated in the city s dwntwn will enhance the research f UMass schlars, heighted the impact f scial science research already ccurring in Springfield, and invest in Springfield s infrastructure and resurces. We prpse the establishment f a shared research space t enable meetings, interviews, trainings, experiments, and fcus grup research by UMass scial scientists frm the Cllege f Scial and Behaviral Sciences (SBS), the Cllege f Natural Sciences (CNS), Educatin, Public Health, and the Cllege f Humanities and Fine Arts (HFA) at the 31 Elm Street lcatin. Springfieldbased research cnducted by UMass scial scientists can be gruped int tw types: Onging research already ccurring in Springfield, but that suffers frm the lack f a centralized place fr meetings and trainings Experimental and fcus grup research currently ccurring in Amherst that wuld be mutually beneficial t bth UMass researchers and Springfield residents if it were relcated t Springfield. A scial science experimental and fcus grup labratry in Springfield wuld supprt the ability f UMass scial scientists t draw frm a mre diverse and representative human subjects pl than is available n r near the Amherst campus.

9 Sen. Dc. N Visiting Schlars Prgram Invite visiting faculty as semesterlng schlars in residence and sabbatical placements t assist with gaps in methdlgical r grant training expertise at UMASS (e.g., faculty wh have reviewed r received grants frm NIH might be invited, r faculty wh have cllabrated with schlars in clsely allied r quite different disciplines.) Mck Prpsal Review Panels Bring in senir researchers t serve as a mck review bard t evaluate faculty research prpsals. Grants Facilitatin Wrking with ORD, cnnect faculty t meet with grants fficers, and extend invitatins t grant fficers t visit campus. Interdisciplinary Scial Science Methds Certificate prgram develpment Develp and crdinate existing graduate and undergraduate methds curses with crssdisciplinary appeal that are being taught acrss the campus t prvide a certificate prgram. This will allw faculty t teach and graduate students t take mre specialized methds curses enrlling students frm multiple department, since in many instances there is insufficient demand within a department fr such methds curses. This will als be an pprtunity t bring faculty tgether acrss disciplines t cteach seminars, fr example, curses that are taught arund a ppular secndary dataset (such as LIS, US Census, CPS, PSID, NLSY, AddHealth, EEOC, etc.). Such curses have a high prbability f prducing multiple papers and pilt data fr cllabrative research prjects. Undergraduate Research Assistant Prgram Mdeled after successful effrts in SBS departments, ISSRaffiliated faculty wuld submit research prpsals fr yearlng undergraduate RA supprt. ISSR culd prvide student training as part f the RAship. The students culd receive curse credits r a stipend, r sme cmbinatin. Students selected fr the RA prgram wuld be prvided a title reflecting the imprtance f their psitin. D. Hw des this enterprise differ frm ther ffices r activities n campus with similar names, missins, interests? The mst similar rganizatin n campus is the Center fr Research n Families, which ffers a similar grant mentring supprt prgram and training wrkshps. Anther rganizatin is The Center fr Research and Educatin in Wmen's Health (CREWH), which has a small grants mentring prgram and a speaker series. Hwever, each f these centers limit their supprt t faculty and graduate students wh study families r wmen s health (albeit bradly defined). Neither center has the substantive r functinal spread that we envisin fr ISSR. Our institute will meet the larger demand f all scial scientists n campus. We see ur rle as cmplementing and expanding the services that ther centers like CRF & CREWH prvide. We are already wrking in cncert with existing centers and institutes n campus t avid duplicatin and t maximize the university s cmbined resurces. We have appinted the directr f CRF t ISSR s Advisry Bard and have wrked tgether with CRF t crganize speaker series and wrkshps ver the past year. In additin, we meet regularly with CRF, CREWH and ORD t share best practices fr running a grant mentring prgram and we are cllabrating with CPPA and ORD in running ur current mentring prgram. ISSR als shares similar interests and gals as the Office fr Research Develpment (ORD) fr prmting successfully funded research. We will wrk clsely with ORD and the Research Business Manager Netwrk t refer scial science faculty t them fr additinal grant develpment and t cspnsr grantsrelated events and wrkshps that pertain t scial science research. ORD is riented tward direct grant activity n behalf f all UMass faculty. Our missin ges beynd this t include research training II. INSTITUTIONAL RELATIONSHIPS AND GOVERNANCE A. List all University units invlved and describe administrative arrangements with them, if any:

10 Sen. Dc. N The ISSR Directr will reprt t the Cllege f Scial and Behaviral Sciences Dean and is appinted by the Dean. An initial funding arrangement will be shared acrss the SBS Dean, the Prvst, the Vice Chancellr fr Research and Engagement and the Dean f the Graduate Schl. A cmmitment fr financial cntributin n the indirect cst returns n grants frm participating clleges utside SBS (HFA, ISOM, PHHS, CNS, and Educatin); and the Office f Research Develpment. Cllabratin with ORD, CREWH and CRF t develp a mentring grant netwrk and infrastructure. Cspnsrship with the Cmputatinal Scial Science grup, and ther such interdisciplinary research clusters n campus, t supprt synergy meetings, cnference/speaker supprt, and grant activity. B. Describe any rganizatinal relatinships (as distinct frm funding surces) with ther agencies, public r private, utside the University: ISSR supprts the University's membership in the Internatinal Cnsrtium fr Plitical and Scial Research (ICPSR). ISSR (at the time SADRI) was the funding member f the Massachusetts Federatin f ICPSR which nw annually prvides thusands f data sets t faculty and students frm: Amherst Cllege, Cllege f the Hly Crss, Munt Hlyke Cllege, Smith Cllege, University f Massachusetts at Amherst, University f Massachusetts at Bstn, and University f Massachusetts at Dartmuth. ICPSR is a majr resurce fr research is used by many instructrs fr bth graduate and undergraduate classrm purpses. We have brught in the belw listed cnsultants, wh direct prminent scial science institutes at similar universities. We have established nging relatinships with them fr future advice as we cntinue t expand. Phil Mrgan (Scilgist), Directr Duke Scial Science Research Institute Tm Carsey (Plitical Scientist), Directr UNC Odum Institute C. Describe the rganizatin s advisry bard r ther gvernance grup: Michelle Budig (ScilgySBS) Nancy Flbre (EcnmicsSBS) Krista Harper (AnthrplgySBS) Jhn Kingstn (LinguisticsHFA) Jhn McCarthy (Graduate Schl Dean) Sally Pwers (PsychlgyCNS; CRF directr) Brian Schaffner (Plitical ScienceSBS) Acting Directr Jennifer Lundquist (ScilgySBS) Dean s Office representative Jhn Hird We will als appint advisry members frm Management, Educatin, and Public Health. D. Will this be an institute an independent rganizatinal unit, acting as a department fr purpses f nnfaculty persnnel actins and appintments, able t slicit its wn funds withut departmental apprval? Yes. E. If a center, describe the relatinship within the department t which this rganizatin is subrdinate: N/A F. Describe arrangements fr any patent rights, cpyrights, r ther wnership cmpnents f activities, and any restrictins n access t research infrmatin: N/A III. RESOURCES A. Describe the space available fr use by the rganizatin (If this is nt a permanent lcatin, indicate ther space arrangements that are t be made in the future, if knwn.): Third flr, west wing f Machmer Hall: Cnsultatin & Training lab, 20 x 18.5 ; Archives rm, 16.7 x 23.3

11 Sen. Dc. N Rssi Cnference Rm, 20 x 29.7 : capacity 65 withut seminar tables, 40 with tables Data Strage Rm, 16.7 x 11 Grants Mgr s ffice, 10 x 12.3 Business Manager s ffice, 10 x 12.3 Availability f space n the first flr f Draper Hall has been discussed. Anther pssibility t explre is space in the Library if space becmes available due t the transfer f hardcpy bks t ffcampus space. The library is in a central lcatin and ISSR s lcatin there wuld expse mre research faculty and students t library research resurces and the learning cmmns, a stated gal in the library s missin. B. Describe any requests fr space that have been made: N frmal requests have been made. Hwever, ISSR will need mre centralized space fr meetings and classes, and spaces in which t cnduct training and research. We believe a lgical space wuld be cntiguus t the SBS departments, many f which are lcated in the adjining buildings f Thmpsn and Machmer (Plitical Science, Anthrplgy, Cmmunicatin, Jurnalism, Scilgy, Ecnmics) as well as in Stckbridge (Resurce Ecnmics) and Hills Nrth (LARP). C. Describe any repairs, renvatins, majr equipment needed t make the space yu have useful t the rganizatin: Access t a virtual server fr increased cmputatinal capacity and access t databases. Renvate existing cnference rm Additinal ffice space fr new staff hires Investment r sharing arrangements fr a fcus grup rm, a survey center, bimetric, experimental facilities, and a cnference rm utfitted fr nline cnference calls. D. If any nnuniversity emplyees r students are r will be using space, describe the arrangement: N/A E. Staffing (when peratin is fully develped): 1. Nnfaculty: Grants Manager, PSSAP Level 25 (wrking title Grants Manager)FTE $52,000, surce f funding SBS Dean s Office Research Business Manager Liaisn, PSSAP Level 26 FTE $44,000, surce f funding SBS Dean s Office/VCRE Grants Supprt & Public Relatins starting ut at halftime, $30,000 Statistical Supprt Psitin, FTE $60,000 T be staffed by a faculty ISSR Methdlgist until we hire smene Graduate Cnsultants, FTE $40,25, surce f funding Graduate Schl IT Supprt Wrk Study psitins, $10,000, surce f funding SBS Dean s Office. 2. Faculty (prvide name, department, extent invlved, release time arrangement, if any): Acting Directr: Jennifer Lundquist, Scilgy, twcurse release The Directr is appinted by the SBS Dean upn recmmendatin by a search cmmittee.** Manage Staff Run resurce mapping prject Plan institute expansin! Hire new staff! Manage new website design and prmtinal materials Plan wrkshps Oversee ISSR Schlars prgrams Chair Advisry Bard meetings Execute new research initiatives

12 Sen. Dc. N Serve n recruitment cmmittee fr external ISSR Directr hire, University Research Cuncil, Research Strategic Planning Cmmittee, University Deans f Research Cmmittee, Cmputing Research Cmmittee, and the Teaching Cmmns Advisry Cmmittee. Interface with OIT n sftware licensing **During the last three mnths ISSR has actively recruited a senirlevel inaugural directr, a psitin that will bring natinal recgnitin and new resurces t UMass and ISSR. The hiring prcess is nging and five highly qualified individuals have been brught in fr interviews. The new Directr will be appinted as f July Acting Assciate Directr: Emily West, Cmmunicatin, necurse release Organize and implement Research in Prcess Panels Spearhead methds certificate prgram Organize and implement research wrking grups Assist Directr with verlad f abve tasks ISSR Methdlgist: Henry Renski, Landscape Architecture Reginal Planning, necurse release Hire RA cnsultants and crdinate their training utreach Cnduct statistical and methdlgical cnsulting Develp and crdinate methds wrkshps Spearhead establishment f server at MGHPC ISSR Schlars Leader, necurse release Plan syllabus Manage guest speaker series & schlar cnsultant visits Facilitate biweekly meetings fr tw semesters Prvide ral and written feedback at each stage f the grant writing prcess Cnduct backgrund research n funding pprtunities, past grant prttypes and research netwrking fr schlars Advisry Bard Cnsult with directr in setting plicy cncerning:! advancement f research activities! use f funds fr the institute s research supprt functins! planning and rganizing research seminars, wrkshps and public meetings T meet nce a semester at a minimum r as cnvened by the directr and/r at the request f any cmmittee member. 3. Describe hw the Institute may impact existing teaching respnsibilities f participating faculty members thrugh buyut arrangements, reduced teaching lads, r ther prvisins, and hw such impacts will be reslved: The directr will receive tw curse releases. One curse release will als be prvided fr the ISSR Methdlgist, the Assciate Directr, as well as fr each f the ISSR schlars and wrkshp leader. The curse releases will be determined in advance cllabratin with department chairs s that qualified staff can adequately fill departmental teaching needs. E. Attach a detailed budget shwing surces f funding, full year basic peratin cst and anticipated expenditures. (This shuld shw prgrammatic expenditure descriptins, kinds f funding accunts and amunts by subsidiary accunts as well as alternative funding arrangements r prgrammatic adjustments t be made if funding surces fail.)

13 Sen. Dc. N Operating csts and anticipated expenditures are attached. Prjected Funding Surces: Because ISSR will be a universitywide resurce fr scial scientists, funding surces include the Prvst, the Vice Chancellr fr Research and Engagement, the Graduate Schl, the Cllege f Scial and Behaviral Sciences, and ther participating clleges. ISSR will generate grant verhead frm the increased grant activity it will fster. We estimate that grants run thrugh ISSR will steadily increase frm abut five new such grants in FY2013 t twenty such grants by FY2015. This will result in a prjected direct cst f $4,000,000 and $2,360,000 in indirect csts by FY2015. RTF cst sharing will be negtiated upn cntract as fllws: RTF Cst Sharing SBS Faculty NnSBS Faculty Faculty Keep their 10% T be determined by hme Dean Dept* Split its 10% verhead return 5050 Split its 10% verhead return 5050 Dean SBS Dean cntributes all f the 10% verhead return t ISSR Hme Dean splits the 10% verhead return 5050 * In the case f jintappinted faculty with CPPA, departmental shares are always divided 5050 between the hme department and CPPA. In cases where centers cntribute significantly alng with ISSR in direct grant mentring and grant supprt functins, the departmental 10% RTF will be divided differently, with 1/3 t ISSR, 1/3 t the Center, and 1/3 t the department. In all ISSR Schlar Fellwship grants, ISSR will take half f the 10% departmental verhead. In these cases, jintly appinted CPPA faculty and thse faculty wh received grants assistance frm ther centers must negtiate the remaining 50% departmental RTF with the department. Curse releases fr participating ISSR Schlars frm all clleges will be cvered by ISSR at the SBS internal curse buy ut rate.

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