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NIH’s Simplified Peer Review Framework – Factor 3: Expertise and Resources

By Bouvier Grant Group

We stay current on NIH happenings and would be delighted to keep you informed.

NIH research project grants (RPGs) submitted on or after January 25, 2025 will be evaluated using the new NIH Simplified Peer Review Framework.

If you want the history and rationale for NIH’s implementation, check out this blog post. We also have blog posts that look more in-depth at Factors 1 and 2.

In this post, we’ll go more in-depth regarding Factor 3, Expertise and Resources. Below is a side-by-side, color-coded comparison of the old review criteria and where they will fall under the new paradigm.

Current Review CriteriaSimplified Review Framework
Significance – scored
Innovation – scored
Factor 1: Importance of the Research
Significance, Innovation
Scored 1 – 9
Approach – scoredFactor 2: Rigor and Feasibility
Approach (includes Inclusion and Clinical Trial (CT) Study Timeline)
Scored 1 – 9
Investigator(s) – scored
Environment – scored
Factor 3: Expertise and Resources
Investigators, Environment
Evaluated as appropriate or gaps identified; gaps require explanation
Considered in overall impact; no individual score

It’s important to note that the five items under the old review criteria are all scored. Under the new simplified review framework, investigators and environment will be considered, but not scored. In other words, under the new Simplified Review Framework, they will not receive an individual numeric score.

Guests on a recent All About Grants podcast explained that in this criteria, the investigators and the environment will either be deemed sufficient or insufficient. If they are sufficient, reviewers will be confident that the proposed research can be carried out by the research team. In cases where there are questions or concerns, reviewers will be asked to provide comments about their concerns.  This is part of an NIH-wide effort to reduce reputational bias.

Note that historically, most applications received their best scores on Investigators and Environment. De-emphasizing these criteria is a welcome change, as we often hear applicants (particularly those serving on study section) complain that a handful of people receive much of the funding. Another strategy NIH has used to address this problem is that some institutes have implemented caps on the number of R01s on which a given researcher may serve as PI.

Review CriteriaThe table below compares the review criteria of the old review framework and the new simplified framework.

Old FrameworkUnder the Simplified Review Framework
Factor 3. Expertise and Resources
Investigator(s)
Are the PD(s)/PI(s), collaborators, and other researchers well suited to the project? If Early Stage Investigators or those in the early stages of independent careers, do they have appropriate experience and training? If established, have they demonstrated an ongoing record of accomplishments that have advanced their field(s)? If the project is collaborative or multi-PD/PI, do the investigators have complementary and integrated expertise; are their leadership approach, governance, and organizational structure appropriate for the project?

Environment
Will the scientific environment in which the work will be done contribute to the probability of success? Are the institutional support, equipment and other physical resources available to the investigators adequate for the project proposed? Will the project benefit from unique features of the scientific environment, subject populations, or collaborative arrangements?
Investigator(s) 
Evaluate whether the investigator(s) have demonstrated background, training, and expertise, as appropriate for their career stage, to conduct the proposed work. For Multiple Principal Investigator (MPI) applications, assess the quality of the leadership plan to facilitate coordination and collaboration.

Environment
Evaluate whether the institutional resources are appropriate to ensure the successful execution of the proposed work.

Dr. Meg Bouvier

Author:
Dr. Meg Bouvier

Margaret Bouvier received her PhD in 1995 in Biomedical Sciences from the Mount Sinai School of Medicine. After an NINDS post-doctoral fellowship, she worked as a staff writer for long-standing NIH Director Dr. Francis Collins in the Office of Press, Policy, and Communications for the Human Genome Project and NHGRI. Since 2007, Meg has specialized in editing and advising on NIH submissions, and began offering virtual courses in 2015.

She’s recently worked with more than 25% of the nation’s highest-performing hospitals*, three of the top 10 cancer hospitals*, three of the top 16 medical schools for research*, and 8 NCI-Designated Cancer Centers.

Her experience at NIH as both a bench scientist and staff writer greatly informs her approach to NIH grantwriting. She has helped clients land over half a billion in federal funding. Bouvier Grant Group is a woman-owned small business.

*As recognized by the 2024/25 US News & World Report honor roll.

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