NIH Loan Repayment Programs October 27, 2016 Ericka M. Boone, Ph.D.

NIH Loan Repayment Programs October 27, 2016 Ericka M. Boone, Ph.D. Director, Division of Loan Repayment NIH Office of Extramural Programs/NIH Office of Extramural Research

LRP Overview Overview and Description of the LRPs Eligibility and Qualifying Loans Application Components and Review Process Tips for Writing a Competitive Application Program Success Rates Brief Website and Online Application System Tour Wrap Up

General Overview of LRPs

About the LRPs NIH Loan Repayment Programs (LRPs) are a vital component in our nation's effort to keep health professionals in research careers Here’s how it works: YOU: Commit to perform research for 2 years NIH: Repays up to 35,000/year of your qualified educational debt and covers resulting Federal taxes (39%) Outcome: Increase in nation’s stock of biomedical research scientists

Description of LRPs

5 Extramural NIH LRPs: For individuals conducting research at non-profit Institutions Patient-oriented research conducted with human subjects or materials of human origin (including cognitive phenomenon) on the causes and consequences of disease in humans Pediatric Research Research related to diseases or disorders in children Basic research allowed Health Disparities Research Research focusing on minority and other health disparity populations Basic, clinical, social and behavioral research allowed Applications reviewed by NIMHD Contraception & Infertility Research Research focusing on conditions impacting ability to conceive or bear children Applications reviewed by Eunice Kennedy Shriver NICHD Same as Clinical Research LRP Available to clinical researchers from verifiable disadvantaged backgrounds Reviewed by NIMHD Clinical Research Clinical Research DB

Basic Eligibility and Qualifying Loans

Basic LRP Eligibility Criteria Extramural Doctoral Degree M.D., Ph.D., or equivalent Exception: Contraception & Infertility Research LRP Research Funding Domestic nonprofit, university, or government organization; NIH grant support NOT required Educational Loan Debt At least 20% of applicant’s annual income Citizenship U.S. Citizen or permanent resident Research Time At least 20 hours/week

Qualifying Loans NIH WILL Repay: Educational loans backed by the U.S. government Educational loans from accredited U.S. academic institutions and commercial lenders NIH Will NOT Repay: Non-educational loans (e.g. home equity loans) PLUS loans to parents – EXCEPTION: PLUS loans disbursed to graduate and professional students on or after July 1, 2006, qualify for LRP repayment Loans from non-US governments or institutions Loans converted to a service obligation, delinquent or in default Loans consolidated with another individual (e.g. spouse or child) Loans of full-time Federal government employees or VA Fellows

The Application and Review Process

Application, Colleague, and IBO Deadline DLR CSR NIH IC Peer Review NIH IC Financial Vetting DLR October Mid-July-August May - June Application Peer Review Selected applications Application Cycle Open Feb - May Nov 15 Sept 1 – Nov 15 Extramural LRP Application Cycle Timeline Final Funding Decisions 1st Lender Payments Quarterly verifications required for future payments 11

The Application – Major Sections Biosketch Personal Information and Employment o Contact information; citizenship; employing organization and title Research Activities o Personal Statement – include previous research training experience, how you developed your scientific interests, background and accomplishments; short and long-term career goals o Training/Career Development Plan – What skills, etc do you need to acquire along your path to independent researcher (e.g., training and professional development opportunities; grantmanship workshops, conference attendance, etc) – include timelines o Proposed Research Plans – Describe planned research activities, specific roles/responsibilities over next 2 years – include timelines Research Environment Loan Information (new applicants only) o Lender and servicer information, loan number, total loan amounts, loan status (e.g., in repayment/forbearance)

What Are Reviewers Looking For? Reviewers evaluate applicant’s potential to succeed in a research career by rating: Applicant’s previous training and research experience Applicant’s commitment to a research career Strength and quality of letters of recommendation Quality and appropriateness of the research environment Research progress (for Renewal applications only)

Tips for Writing a Competitive LRP Application These tips will help you strengthen your application. Know the funding priorities of the NIH Institute or Center that will review your application Effectively demonstrate your qualifications and commitment to research. Describe resources and support thoroughly. Write a strong research plan. Provide strong letters of recommendation. **To download this complete document, visit http://www.lrp.nih.gov/writing-lrp-application

Get Ahead of the Curve, Start Now! 1. Contact your lender to get specific loan information (including account numbers and amounts owed) 2. Read LRP website and published notices and determine which NIH LRP is the right one for you 3. Talk to your mentor and potential recommender about your interest in applying for the NIH Loan Repayment Program 4. Talk to an NIH LRP Program Officer/Liaison 5. Make sure you have an eRA Commons ID **Deadline November 15th!

LRP Success Rates

NIH LRP Applications & Awards, FY10-15 Clinical LRP Pediatric LRP Health Disparities LRP Clinical DB LRP C&I LRP 3500 3218 3159 3100 2721 2500 2742 2615 Success Rates 50% Overall 2000 1500 1584 1572 1554 1357 1328 1353 1000 500 FY10 FY11 FY12 FY13 FY14 Awards Applications Awards Applications Awards Applications Awards Applications Awards Applications Awards 0 Applications Applications vs Awards (#) 3000 FY15

NIH LRP Applications & Awards, FY10-15 Clinical LRP Pediatric LRP Health Disparities LRP Clinical DB LRP C&I LRP 3500 3218 3159 3100 2721 2500 2742 2615 2000 1500 1584 1572 1554 1357 1328 1353 1000 500 FY10 FY11 FY12 FY13 FY14 Awards Applications Awards Applications Awards Applications Awards Applications Awards Applications Awards 0 Applications Applications vs Awards (#) 3000 FY15

2015 Application Profile

LRP Applications & Awards, FY2015 2,736 Total Applications 1,351 Awards 69,368,686 New Applications Renewal Applications 1,641 (60%) 1,095 (40%) 39% of New Applicants received award 65% of Renewal Applicants received award

FY 2015 LRP Awards, by Program 1,351 Total Awards Pediatric Clinical Health Disparities 125 866 312 Clinical – Disadvantaged 25 Contraception & Infertility 23

FY 2015 LRP Applications & Awards, by Gender Female Male 1,578 (58% of applications) 1,158 (42% of applications) 46% of Female Applicants received award 54% of Male Applicants received award

FY 2015 LRP Awards, by Degree Type Physician Doctorates Academic Doctorates 727 awards (54%) 596 awards (44%) Other Degrees 28 awards (2%)

Educational Debt Level, New Awardees 79% of new awardees had educational debt greater than 50,000 16% of new awardees had educational debt greater than 200,000

LRP Awards, FY2015 California had the most recipients, followed by Massachusetts and New York States # of Awards 0 AK,HI,ME,MT,PR,SD,WY 1-25 AL,AR,AZ,DC,DE,GA,IA,ID, IN,KS,KY,LA,MN,MS,ND, NE,NH,NJ,NM,NV,OK,OR, SC,UT,VA,VT,WI,WV 26-50 CO,CT,FL,MI,MO,RI,TN,WA 51-100 IL,MD,NC,OH,PA,TX 101-150 MA,NY 151-200 CA

LRP Website and Online Application Tour

WWW.LRP.NIH.GOV

ACCESS ONLINE APPLICATION SYSTEM

LOGIN Because the system is new, all users (applicants and their colleagues) wil need to log in via one of these portals: 1. Commons ID 2. NIH ID 3. Open ID (Google account) 1 2 3

BASIC PERSONAL INFORMATION After login, users are navigated to the Basic Personal Information screen. This only occurs the first time they log in

SELECT ROLE SCREEN Once the Basic Personal Information form is submitted, user is navigated to the screen where he/she can select their appropriate role.

APPLICATION MENU BAR 1 2 3 1. All sections of the application are displayed in tabbed format (application menu bar) at the top of the page; you can advance by clicking on tabs or pressing save at bottom of screen 2. Applicant can select the LRP, award type, length and mentored or independent status 3. Status of completion for each page indicated as follows: If form is complete, the green icon displayed next to it. If form is not complete, the red icon displayed next to it.

APPLICATION MENU BAR 1 2 1. Here all roles are identified. The number of roles displayed relates to roles of the individual (e.g., some are applicants and mentors, etc) 2. You can start application without Commons ID#, but cannot submit; if don’t have Commons ID, just tab through application at top of menu bar to complete sections, saving each section as you go along

RESEARCH INFORMATION TAB Under “Research Information” tab, applicants upload documents of their: 1. Research Project/Activities 2. Personal Statement 3. Career Development Plan 4. Research Environment 5. NIH Biosketch 6. Research Accomplishments (Renewal Applicants Only)

REFEREE/RECOMMENDER’S PORTAL 1 2 1. 2. Referees/Recommenders can view the list of applicant requests (including application status) in data grid on their dashboards. To upload reference letter for a particular applicant, Referee/Recommender should select “Edit” option available in the action menu.

MENTOR’S PORTAL 1 2 3 4 5 1. Once Mentor selects an applicant name, system will display applicant’s identifying information (name, LRP, etc.) 2. The list of research forms/documents that should be reviewed by Mentor are found here. 3. Mentor will need to upload NIH Biosketch(s) for themselves or anyone else helping to support the applicant. 4. Certify required Mentor’s Assurances. 5. Mentor is allowed to save, submit or cancel completed form.

IBO’S PORTAL 1 2 3 1. Once IBO selected name in the grid, system will display applicant’s identifying information (name, LRP, etc.) 2. Section where IBO will provide the information about applicant’s salary. 3. Complete certifications for protected research time and resources.

Wrap Up

Summary 5 Extramural LRPs eRA Commons ID Required NIH LRPs will repay: o Up to 70K over 2 yrs in educational loan repayment Depending on debt level o Coverage of most Federal taxes resulting from the NIH LRP o 2 year initial contracts 1 or 2 year competitive renewals o Approximately 1,600 researchers funded yearly o 50% application success rate overall **Applications Deadline - Nov 15, 2016

Contact LRP Website: www.lrp.nih.gov Phone: 866-849-4047 (9am to 5pm, EST) Email Inquiries: [email protected] Facebook: www.facebook.com/nihlrp Twitter: @NIH LRP Please complete and turn in your survey. Thank you for your attention!