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<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-family:"Times New Roman",serif;color:#C00000">~~ Please disseminate this information with those researchers and research administrators in your department who may find it noteworthy
~~<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#033F7B;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<h4><span style="font-size:16.0pt;line-height:125%;font-family:"Calibri",sans-serif">Introducing Kuali SP Proposal Development Training in the UC Learning Center<o:p></o:p></span></h4>
<p class="MsoNormal" style="-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%">
<span style="font-size:12.0pt;color:#374151">Dear Colleagues,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">We are excited to announce that the web-based training for Kuali Sponsored Programs (SP) is now available in the UC Learning Center as part of the
</span><a href="https://impact23.ucr.edu/"><span style="font-size:12.0pt">Impact23 Program</span></a><span style="font-size:12.0pt;color:#374151">. This training is designed to familiarize users with the fundamental steps of proposal development in Kuali SP
and enable them to gain practical experience using the </span><span style="font-size:12.0pt">training sandbox<span style="color:#374151"> (</span></span><a href="https://ucr-sbx.kuali.co/dashboard/"><span style="font-size:12.0pt">https://ucr-sbx.kuali.co/dashboard/</span></a><span style="font-size:12.0pt;color:#374151">)
ahead of the July go-live.</span><br>
<br>
<span style="font-size:12.0pt;color:#374151">The Kuali SP: Proposal Development training aims to achieve the following objectives:<o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="color:#374151;margin-left:0in;mso-add-space:auto;mso-list:l3 level1 lfo5">
<b><span style="font-size:12.0pt;line-height:106%">Understand Proposal Development Functionality</span></b><span style="font-size:12.0pt;line-height:106%"> - Learn about the key features and functionalities of the Proposal Development module in Kuali Research.<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="color:#374151;margin-left:0in;mso-add-space:auto;mso-list:l3 level1 lfo5">
<b><span style="font-size:12.0pt;line-height:106%">Create and Manage Proposal Development Documents
</span></b><span style="font-size:12.0pt;line-height:106%">- Explore the process of creating, editing, and managing proposal development documents within Kuali Research.<o:p></o:p></span></li><li class="MsoListParagraphCxSpLast" style="color:#374151;margin-left:0in;mso-add-space:auto;mso-list:l3 level1 lfo5">
<b><span style="font-size:12.0pt;line-height:106%">Maintain Personnel, Attachments, and Questionnaires -
</span></b><span style="font-size:12.0pt;line-height:106%">Understand how to maintain personnel information, attach necessary documents, and complete questionnaires throughout the proposal development process.<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">To access the training, please click on the following link:
</span><br>
<a href="https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D646654%26UserMode%3D0"><span style="font-size:12.0pt">https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D646654%26UserMode%3D0</span></a><span style="font-size:12.0pt;color:#C00000">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">We encourage all Department C&G Analysts to complete the training and develop a new proposal using the training sandbox. This will help you gain hands-on experience and familiarity with the system.
Additionally, it will prepare you to ask relevant questions and seek guidance during our weekly office hours.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">Starting from <b>
July 12th, we will host office hours on Wednesdays from 9-10 am</b> to provide live support for proposal development. Office hours are a valuable opportunity to interact with colleagues and get your specific questions addressed. Visit the Impact23 calendar
for office hours dates/times and the link to join - </span><a href="https://impact23.ucr.edu/impact23-calendar."><span style="font-size:12.0pt">https://impact23.ucr.edu/impact23-calendar.</span></a><span style="font-size:12.0pt;color:#374151">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">We are here to support you throughout the transition to the new Kuali system.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">Best regards,</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:#374151">Charles E. Greer, Jr.<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">Associate Vice Chancellor for Research Administration and Compliance<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151">Research and Economic Development<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
<div style="mso-element:para-border-div;border:none;border-bottom:solid windowtext 1.5pt;padding:0in 0in 1.0pt 0in">
<p class="MsoNormal" style="border:none;padding:0in"><b><span style="font-size:12.0pt;color:#374151">Cynthia J. Johnson</span></b><br>
<span style="font-size:12.0pt;color:#374151">Assistant Vice Chancellor for Sponsored Programs<o:p></o:p></span></p>
<p class="MsoNormal" style="border:none;padding:0in"><span style="font-size:12.0pt;color:#374151"><o:p> </o:p></span></p>
</div>
<h4 align="center" style="text-align:center"><span style="font-size:8.0pt;line-height:125%;font-family:"Calibri",sans-serif"><o:p> </o:p></span></h4>
<h4><span style="font-size:16.0pt;line-height:125%">Just Released: Material Transfer Request form<o:p></o:p></span></h4>
<p class="MsoNormal" align="center" style="text-align:center"><span style="color:#0E101A;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#0E101A">As mentioned in the March and June 2023 Town Hall Meetings, the On-Line Material Transfer Request System has been replaced with a new Kuali Build form.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#0E101A"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;line-height:105%;mso-list:l1 level1 lfo6">
<span style="font-size:12.0pt;line-height:105%">On June 12<sup>th</sup>, the On-Line Material Transfer Request System in PAMIS went sunset.<o:p></o:p></span></li></ul>
<p class="MsoListParagraphCxSpMiddle"><span style="font-size:12.0pt;line-height:106%">(Any requests which were routed to RED by COB on 6/12/2023 will not be impacted.)<o:p></o:p></span></p>
<p class="MsoListParagraphCxSpMiddle"><span style="font-size:12.0pt;line-height:106%"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:normal;mso-list:l1 level1 lfo6">
<span style="font-size:12.0pt">To accommodate new requests for incoming or outgoing materials, the
<a href="https://ucr.kualibuild.com/app/builder/app/647e6d96f3e79702082c0490/run">
Material Transfer Request</a> form was released ahead of schedule and is now available for use.<o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;line-height:105%;mso-list:l1 level1 lfo6">
<span style="font-size:12.0pt;line-height:105%">This custom digital form has built-in workflow automation, permissions, routing, and notifications.<o:p></o:p></span></li></ul>
<p class="MsoListParagraphCxSpMiddle"><span style="font-size:12.0pt;line-height:106%"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;line-height:105%;mso-list:l1 level2 lfo6">
<span style="font-size:12.0pt;line-height:105%">Roles and permissions, based on current eCAF roles, are managed under
<b>Kuali Build C&G</b> in EACS.<o:p></o:p></span></li></ul>
</ul>
<p class="MsoListParagraphCxSpMiddle"><span style="font-size:12.0pt;line-height:106%"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpLast" style="margin-left:38.25pt;mso-add-space:auto;line-height:105%;mso-list:l2 level1 lfo7">
<span style="font-size:12.0pt;line-height:105%">SAAs will need to maintain the Kuali Build C&G user roles, as they previously did for eCAFs, since the forms will route based on such roles/permissions.<o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:12.0pt">For further information regarding material transfers and/or material transfer agreements, please visit
<a href="https://research.ucr.edu/spa/mta">https://research.ucr.edu/spa/mta</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Questions may be sent to <a href="mailto:mta@ucr.edu">
mta@ucr.edu</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:2.0pt"><o:p> </o:p></span></p>
<h4 align="center" style="text-align:center;line-height:normal"><span style="font-size:2.0pt;font-family:"Calibri",sans-serif;color:windowtext"><o:p> </o:p></span></h4>
<div style="mso-element:para-border-div;border:none;border-bottom:solid windowtext 1.5pt;padding:0in 0in 1.0pt 0in">
<h4 style="line-height:normal;border:none;padding:0in"><span style="font-size:2.0pt;font-family:"Calibri",sans-serif;color:windowtext"><o:p> </o:p></span></h4>
</div>
<h4><span style="font-size:8.0pt;line-height:125%;font-family:"Calibri",sans-serif;color:windowtext;font-weight:normal"><o:p> </o:p></span></h4>
<h4><span style="font-size:16.0pt;line-height:125%;font-family:"Calibri",sans-serif">PAMIS eCAF Sunset and Transition to KUALI<o:p></o:p></span></h4>
<h4 align="center" style="text-align:center"><span style="font-size:11.0pt;line-height:125%;font-family:"Calibri",sans-serif;color:windowtext"><o:p> </o:p></span></h4>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#202020">UC Riverside is transitioning to cloud-based research applications by Kuali to standardize the processes for research proposals, awards and subaward administration,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#202020">and documentation across various departments. Kuali is an integral part of Impact23; it will go live on July 5, 2023, and integrate with Oracle Project Portfolio Management.<br>
<br>
The implementation of the new Kuali Research system will unavoidably require a transition period from the current PAMIS system in mid-June to the new one.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#202020">Research and Economic Development is fully aware of the inconvenience this will unfortunately create. To minimize the effects of this transition on proposal submissions<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#202020">and taking in consideration feedback received from the senate leadership and several faculty members following the first communication on the subject by the Impact23 group,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#202020">a transition process has been determined and can be found on the
<a href="https://ucr.us16.list-manage.com/track/click?u=16b960a15758a2e9f6cc8140d&id=799ae12bbf&e=d130cbcf62" target="_blank">
<span style="color:#009CDE">SPA webpage</span></a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#202020"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14.0pt;color:#003DA5">Key Cut-Off Dates</span></b><span style="font-size:14.0pt;color:red;mso-ligatures:none"><o:p></o:p></span></p>
<div align="center">
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<tbody>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:#003CA6;mso-ligatures:none">System</span><span style="font-size:14.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="570" style="width:427.65pt;border-top:solid #A5A5A5 1.0pt;border-left:none;border-bottom:solid #A5A5A5 2.25pt;border-right:solid #A5A5A5 1.0pt;background:#FFB71B;padding:.05in .1in .05in .1in;height:18.45pt">
<p class="MsoNormal"><span style="font-size:14.0pt;color:#003CA6;mso-ligatures:none">Description</span><span style="font-size:14.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="104" style="width:77.8pt;border-top:solid #A5A5A5 1.0pt;border-left:none;border-bottom:solid #A5A5A5 2.25pt;border-right:solid #A5A5A5 1.0pt;background:#FFB71B;padding:.05in .1in .05in .1in;height:18.45pt">
<p class="MsoNormal"><span style="font-size:14.0pt;color:#003CA6;mso-ligatures:none">Date</span><span style="font-size:14.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
</tr>
<tr style="height:16.15pt">
<td width="132" style="width:99.1pt;border:solid #A5A5A5 1.0pt;border-top:none;background:#F0F0F0;padding:.05in .1in .05in .1in;height:16.15pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">PAMIS/COEUS</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="570" style="width:427.65pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;background:#F0F0F0;padding:.05in .1in .05in .1in;height:16.15pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Last day for department to submit Material Transfer requests and PreAward Spending requests. (The ability to create a request via the Material Transfer Request System or the PreAward Spending
Request System is no available.) </span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="104" style="width:77.8pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;background:#F0F0F0;padding:.05in .1in .05in .1in;height:16.15pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">6/12/2023</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
</tr>
<tr style="height:16.15pt">
<td width="132" style="width:99.1pt;border:solid #A5A5A5 1.0pt;border-top:none;background:#F0F0F0;padding:.05in .1in .05in .1in;height:16.15pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Kuali Build</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="570" style="width:427.65pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;background:#F0F0F0;padding:.05in .1in .05in .1in;height:16.15pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">First day to begin using
<a href="https://ucr.kualibuild.com/app/builder/app/647e6d96f3e79702082c0490/run">
Material Transfer Request</a> form for incoming and outgoing material transfer requests. (*Note: The permissions in EACS was not implemented until after COB on 6/13/2023, so users who may have tried utilizing the form earlier in the day may have received an
error message.)</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="104" style="width:77.8pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;background:#F0F0F0;padding:.05in .1in .05in .1in;height:16.15pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">6/13/2023*</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
</tr>
<tr style="height:104.65pt">
<td width="132" style="width:99.1pt;border:solid #A5A5A5 1.0pt;border-top:none;padding:.05in .1in .05in .1in;height:104.65pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">PAMIS/eCAF</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="570" style="width:427.65pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;padding:.05in .1in .05in .1in;height:104.65pt">
<p class="MsoNormal"><b><span style="color:black;mso-ligatures:none">Last day eCAF submission.
</span></b><span style="color:black;mso-ligatures:none"> This is the last date researchers can submit an eCAF (to RED) for proposals* due on or before July 7, 2023.
</span><b><span style="color:#003DA5;mso-ligatures:none">(<u>This cut-off date if for the eCAF; not the actual proposal.</u>)
</span></b><span style="color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Researchers must follow the RED proposal submission policy, which requires the final proposal to be provided to RED/SPA two full business days before the sponsor's due date.<b> (</b>Cayuse will
continue to remain available for use for system-to-system proposal submissions to Grants.gov.)
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:red;mso-ligatures:none">If a researcher is unable to submit an eCAF to RED by June 20th, such researcher will need to follow the three‐step interim eCAF proposal process identified in the
<a href="https://research.ucr.edu/sites/default/files/2023-05/ecaf-proposal-submission-transition-processes-may-2023.pdf">
eCAF Proposal Submission Transition Process</a> located on SPA’s website.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Starting July 5<sup>th</sup>, proposal routing and approval (eCAF) will be replaced by Kuali.<o:p></o:p></span></p>
<ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="color:black;mso-list:l4 level1 lfo3"><span style="mso-ligatures:none">Note: Kuali’s System to System (S2S) proposal submission to Grants.gov feature will not be enabled until Fall 2023. This approach will provide the campus with
additional time during the summer for training and familiarization with the S2S functionality in the Kuali SP sandbox environment. Kuali Proposal, however, will still need to be used for the routing and approval of all proposals.<o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">*The proposal is the final documents reviewed, endorsed by SPA, and provided to the sponsor via PDF, Cayuse, sponsors platform, etc. </span><span style="color:red;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="104" style="width:77.8pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;padding:.05in .1in .05in .1in;height:104.65pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">6/20/2023</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
</tr>
<tr style="height:28.1pt">
<td width="132" style="width:99.1pt;border:solid #A5A5A5 1.0pt;border-top:none;background:#F0F0F0;padding:.05in .1in .05in .1in;height:28.1pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">PAMIS/eAward</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="570" style="width:427.65pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;background:#F0F0F0;padding:.05in .1in .05in .1in;height:28.1pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Last day for department PAMIS BEA submissions in eAward; must have the budget category breakdown completed and submitted. </span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="104" style="width:77.8pt;border-top:none;border-left:none;border-bottom:solid #A5A5A5 1.0pt;border-right:solid #A5A5A5 1.0pt;background:#F0F0F0;padding:.05in .1in .05in .1in;height:28.1pt">
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">6/21/2023</span><span style="font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
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</tbody>
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<p class="MsoNormal"><span style="mso-ligatures:none"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:11.25pt;margin-right:0in;margin-bottom:11.25pt;margin-left:0in">
<b><span style="font-size:12.0pt;color:#20558A">How To Subscribe to this Research List-Serv</span></b><o:p></o:p></p>
<p class="MsoNormal">Do you know of someone in your department who is not currently registered to receive newsletters (such as this one) from the Research listserv, but would like to? If so, please forward their name and email address to Cynthia Johnson at
<a href="mailto:cwells@ucr.edu">cwells@ucr.edu</a>.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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