UNIVERSITY OF PITTSBURGH POLICY 11-01-01

CATEGORY:        RESEARCH ADMINISTRATION
SECTION:         Research
SUBJECT:         Research Integrity
EFFECTIVE DATE:  January 1, 2002 Revised
PAGE(S):         15


A.   Preface

     The University of Pittsburgh seeks excellence in the discovery
     and dissemination of knowledge.  Excellence in scholarship
     requires all members of the University community to adhere
     strictly to the highest standards of integrity with regard to
     research, instruction and evaluation.  The principle of academic
     integrity is integral to membership in the University community.
     Each such member is deemed to recognize the value and special
     importance of this responsibility, which is linked to accepting
     an appointment at the University.

     As scholars and citizens of the University community, all parties
     must be ever cognizant of the axiom that every increment of
     authority and discretion brings with it corollary
     responsibilities to colleagues, staff, students, the University
     as a whole, the community, and society at large.  In addition,
     federal regulations impose policies and procedures on the
     University for dealing with possible misconduct in science.1

     All those engaged in research should be cognizant of the value to
     the University of calling attention to research misconduct, and
     of the importance of bona fide challenges in assuring and
     maintaining the integrity of scholarly investigation and of this
     institution.

     Should the conduct of research or the collection or reporting of
     research data and information be challenged on the ground of
     misconduct, whether by a faculty member, student, staff member,
     research associate or fellow, or a person outside the University,
     the framework for resolution of the grievance shall involve the
     dean2 and the Research Integrity Officer working within a process
     of peer and administrative review.  Throughout, responsible and
     honest discourse, the protection of academic freedom, and
     protection of the individual against unnecessary public
     dissemination of unproven allegations are essential ingredients
     in the process.

     Research misconduct, as defined below, carries potential for
     serious harm to the University community, to the integrity of
     research, and to society as a whole.  Accordingly, it is
     incumbent upon faculty members to exercise active leadership in
     their supervisory roles in mentoring, collaborating with, or
     directing junior colleagues, staff, or students.  First, faculty
     must be fully cognizant of the quality of work being done for
     which they assume responsibility and, second, they must seek to
     avoid undue pressure placed upon more junior faculty, staff, or
     students which could lead to the publication or other report of
     any inaccurate, incomplete, or falsified data or information.  In
     judging whether misconduct has occurred, it is important to
     distinguish fraud from honest error and ambiguities that are
     inherent in the process of scholarly investigation and are
     normally corrected by further research.

     This policy shall be followed in responding to all allegations of
     research misconduct on the part of faculty, research associates,
     and staff.  In the case of students involved in alleged
     misconduct, this policy shall apply in those instances where the
     research in question is supported by federal agencies or where
     the relevant dean requests that the Research Integrity Officer
     invoke the policy.  Student matters may also, as appropriate, be
     handled under the relevant Academic Integrity Guidelines.

     The procedures described below are steps in an academic peer
     review and fact-finding process and are not intended or designed
     to represent rules of a judiciary.  Principles of basic fairness
     and confidentiality shall be observed in these peer-review
     procedures.  Any allegations of misconduct must be treated on an
     individual-case basis.

     Safeguards give the individual accused of misconduct the
     confidence that his or her rights are protected and that the mere
     filing of an allegation of research misconduct will not bring the
     research to a halt or be the basis for other disciplinary or
     adverse action absent other compelling reasons.  Safeguards for a
     complainant or a witness in any proceeding described in this
     document include protection against retaliation for making good-
     faith allegations or providing testimony, fair and objective
     procedures for the examination and resolution of the allegations,
     and diligence in protecting the position and reputation of one
     who makes allegations or gives testimony in good faith.

     Both the person bringing an allegation and the one against whom
     the allegation is made in any of the procedures described below
     may seek the advice of the Senate Committee on Tenure and
     Academic Freedom, as may any administrator.  A dean, in
     initiating any of the procedures described below, shall advise
     the principals that they may seek such advice.

     The University's Research Integrity Officer, who is appointed by
     the Chancellor, shall work closely with the relevant academic
     administrators, inquiry panels, and investigative boards.  In
     consultation with the General Counsel, he/she shall ensure
     procedural compliance with applicable law, government
     regulations, University policy, and principles of fairness in
     each stage of the proceedings set out in this policy.  Academic
     administrators and inquiry panels or investigative boards shall
     keep the Research Integrity Officer fully informed of their
     activities and shall consult him/her as to process before making
     any final recommendations or decisions.  The Research Integrity
     Officer shall monitor compliance with all procedures and time
     schedules described in this policy and shall inform the Provost
     of any failures to comply with such time schedules.  The Research
     Integrity Officer shall not have decision-making responsibility
     regarding the substance of any allegations.  He or she may, at
     the request of a panel or administrator in a research misconduct
     proceeding, assist in drafting the recommendations arrived at by
     that panel or administrator.  The Research Integrity Officer
     shall make or supervise all relevant contacts with government
     agencies or other outside parties, and shall maintain the record
     of all proceedings.  In the case of short absences from the
     campus, the Research Integrity Officer may designate an Acting
     Research Integrity Officer.

     The Provost shall have oversight responsibility to ensure
     compliance with the policy.  Only the Research Integrity Officer
     or the Provost has the authority to modify the various time
     limits specified in the procedures.  (All subsequent references
     to the number of days for particular stages in the process refer
     to calendar days.)

     Even if a respondent leaves the University before a case is
     resolved or does not participate in the proceedings, the
     University has a responsibility to follow the procedures
     described in this policy and reach a conclusion.

     This policy shall be administered in compliance with regulations
     of any agency (the sponsoring agency) sponsoring the research in
     question and shall be subject to appropriate modifications, if
     necessary.

B.   Definitions

     Research Misconduct is defined as fabrication, falsification, or
     plagiarism, including misrepresentation of credentials, in
     proposing, performing, or reviewing research, or in reporting
     research results.

     Research, as defined herein, includes all basic, applied, and
     demonstration research in all fields.

     Fabrication is making up data or results and recording or
     reporting them.

     Falsification is manipulating research materials, equipment, or
     processes, or changing or omitting data or results such that the
     research is not accurately represented in the research record.

          The research record is defined as the record of data or
          results from the research and includes, for example,
          laboratory records, both physical and electronic, research
          proposals, progress reports, abstracts, theses, oral
          presentations, internal reports, journal articles, and
          books.

     Plagiarism is the appropriation of another person’s ideas,
     processes, results, or words without giving appropriate credit.

          Misconduct does not include honest error or differences of
          opinion.

     A finding of Misconduct requires that:

       - There be a significant departure from accepted practices of
          the relevant research community;
       - The Misconduct be committed intentionally, or knowingly, or
          recklessly;
       - The allegation be proven by a preponderance of the evidence.

     A Complainant is a person who reports an allegation of
     Misconduct.

     A Respondent is the subject of an allegation.

     A Whistleblower is an institutional member who in good faith
     makes an allegation or cooperates in the investigation of an
     allegation.

     Additional issues in research integrity are discussed in other
     documents.  Conflict of interest is dealt with in Conflict of
     Interest - Research/Teaching, University Policy 11-01-03.3
     Guidelines for investigators are discussed in Rights, Roles, and
     Responsibilities of Sponsored Research Investigators, University
     Policy 11-01-02.4  Numerous issues, including concern for human
     subjects and animals in research, authorship, maintenance and
     accessibility of data, and mentoring of trainees are reviewed in
     Guidelines for Ethical Practices in Research.5  These topics, as
     well as laboratory safety concerns, are covered in the web-based
     training program, Education and Certification Program in Research
     Practice Fundamentals.6

C.   Reporting

     1.   Obligation to Report

          Reporting suspected Misconduct is a shared and serious
          responsibility of all members of the academic community.
          Allegations shall not be made capriciously, but suspicions
          or evidence of misconduct shall be reported.

     2.   Confidentiality

          Because of the potential jeopardy to the reputation and
          rights of the Respondent, great care must be taken to handle
          the reporting as well as the conduct of any inquiry and
          investigation so as to preserve confidentiality, providing
          information only to those with a need to know.  This
          obligation of confidentiality applies to the Complainant,
          the Respondent, and all participants in an inquiry or
          investigation, including panel members, witnesses and
          administrators.  In order not to release confidential
          information about research integrity proceedings to faculty
          personnel committees who might be regarded as having a right
          to know, a dean may consider delaying a tenure or promotion
          consideration of a Respondent until the allegation has been
          adjudicated.

     3.   Method of Reporting

          Allegations of Misconduct and the basis for them shall be
          communicated confidentially and preferably (but not
          necessarily) in writing to the dean of the responsibility
          center in which the Misconduct is suspected or to the
          Research Integrity Officer.  Each shall immediately inform
          the other of the receipt of an allegation.  Optionally, an
          allegation may be reported to a federal agency supporting
          the research.  Measures (Section G) shall be taken to insure
          that no adverse action is taken, either directly or
          indirectly, against a Complainant who makes allegations in
          good faith.

     4.   Definition of Good Faith

          Good faith means having a belief in the truth of one’s
          allegation or testimony that a reasonable person in a
          Complainant’s or witness’ position could hold based upon the
          information known to the Complainant or witness at the time
          the allegation was made.  An allegation or cooperation with
          an investigation is not in good faith if made with knowing
          or reckless disregard of information that would negate the
          allegation or testimony.

     5.   Allegations Against Administrators

          If an allegation is made concerning a dean or higher
          administrator, the Respondent's supervisor or the Research
          Integrity Officer shall be contacted directly by the
          Complainant and procedures described below for dealing with
          the allegation shall be modified appropriately.

     6.   Protection of the Complainant

          Reporting alleged Misconduct may be difficult and
          uncomfortable for the individual making the report.  The
          option of initially giving an oral report is provided in
          order to offer protection and reassurance to the
          Complainant.

     7.   Securing of Evidence

          When an inquiry is initiated, the Research Integrity Officer
          shall ensure that appropriate steps are taken to locate and
          secure possibly relevant evidence so as to prevent loss or
          alteration of research records, which may include but are
          not limited to notes or notebooks, computer records,
          instrument printouts, manuscripts, and chemical or
          biological samples.  The Research Integrity Officer may call
          on the dean, department chair, or director for assistance in
          locating, retrieving, and storing such records.

     8.   Notifications

          The sponsoring agency, the IRB (Institutional Review Board)
          or IACUC (Institutional Animal Care and Use Committee) shall
          be notified promptly and at any time in the proceedings, if
          the dean or Research Integrity Officer determines that there
          is an immediate need to protect human subjects or animals
          used in research or that the alleged Misconduct is otherwise
          sufficiently serious to warrant early notification.7   If
          the dean or Research Integrity Officer determines that there
          is an immediate need to protect human subjects or animals
          used in research or that the alleged Misconduct is otherwise
          sufficiently serious to warrant early notification, the
          sponsoring agency shall be notified within 24 hours.8  The
          agency shall also be notified in advance if an inquiry or
          investigation is to be terminated prior to completion, in
          the event that the regulations of the specific agency
          require such notification.9  The IRB or IACUC may take
          action to protect human subjects or animals independently of
          the inquiry and investigatory processes described below.

     9.   Optional Jurisdictions

          The Research Integrity Officer, in consultation with the
          dean, may refer an allegation to another institution for
          relevant proceedings if the research in question was
          conducted primarily at that institution, or to an
          appropriate federal agency, if the research in question was
          conducted at several institutions or if some other special
          circumstances make it impractical for the University of
          Pittsburgh to conduct the inquiry or investigation.

D.   The Assessment

     1.   Purpose of an Assessment

          The Research Integrity Officer, in consultation with the
          dean, shall make a preliminary assessment of the allegation
          to determine whether it falls within the definition of
          Research Misconduct in Section B.  If the allegation is
          determined to be a matter of research impropriety but does
          not fall within the definition of Research Misconduct, the
          dean may look into the matter and resolve it in an
          appropriate manner.  An example might be material failure to
          comply with Federal requirements or IRB or IACUC rulings
          issued for protection of researchers, human subjects or the
          public or for ensuring the welfare of laboratory animals.
          If the allegation does fall within the definition of
          Research Misconduct and sufficient evidence exists or may be
          obtained to warrant an inquiry, the procedures listed in the
          following sections of this policy shall be followed.

     2.   Conditions for Dismissing an Allegation

          If the allegation is determined to be outside the definition
          of Research Misconduct and/or probable cause does not exist
          to believe that Research Misconduct has occurred, the
          allegation with respect to this policy will be dismissed by
          the Research Integrity Officer.

E.   The Inquiry

     1.   Appointment of an Inquiry Panel and Its Charge

          The dean shall appoint and charge one or more objective,
          qualified persons (the Inquiry Panel) to conduct the
          inquiry, in consultation with the Research Integrity
          Officer.  The dean shall designate one member of the panel
          to serve as chair.  The dean should be satisfied, on the
          basis of both his own information and signed statements from
          members of the panel, that they are free of any close
          personal or professional association with the complainant or
          respondent or of other conflicts of interest that could bias
          their judgment in the inquiry.  They will normally be
          selected from within the University.  The inquiry shall
          consist of information-gathering and preliminary fact-
          finding to determine whether the allegations appear
          sufficiently founded to warrant a formal investigation.  The
          inquiry is designed to provide a basis on which to proceed
          to an investigation or to determine that an investigation is
          not warranted.  In the case of human or animal research
          studies where further information is warranted, the dean may
          request an audit through the University’s Research Conduct
          and Compliance Office.

     2.   Notifying the Respondent

          The dean shall promptly notify the Respondent of the
          specific allegations and of the initiation of the inquiry
          and provide the Respondent and the Complainant with a copy
          of the Research Integrity Policy.  The dean shall provide
          the Respondent with the names of proposed members of the
          panel.  If the Respondent objects to the appointment of one
          or more of the proposed members, he or she shall state the
          objection(s) in writing to the Provost within 5 days, in
          which case the Provost shall review the proposed list of
          members within 5 days of receipt of such objection(s) and
          shall have authority to direct the dean to replace one or
          more members of the panel.  In the case of research
          sponsored by a federal agency, the Respondent may be
          informed of possible sanctions which the agency might impose
          (see Section F16).  If the Respondent at this or any other
          interim stage admits the allegations to be true, the matter
          shall be considered for appropriate action under Section F14
          of this policy, if permitted by procedural requirements of
          the sponsoring agency.

     3.   Conduct of the Inquiry


          The Inquiry Panel, in consultation with the Research
          Integrity Officer, shall interview witnesses, examine
          relevant primary research records, publications and/or
          reports, and material, consult experts in the field if
          necessary, and/or take such other steps as are in their
          judgment appropriate to the inquiry.  The Research Integrity
          Officer shall collect factual documents and other materials
          requested by the panel and shall provide assistance to the
          panel during its meetings.  The Respondent may elect whether
          to be interviewed or not during the inquiry.  If the
          Respondent is interviewed, he/she may be accompanied by an
          adviser, who may but need not be an attorney; but the
          adviser may not present the case or otherwise participate in
          the discussion.  A written summary of the testimony given by
          each witness shall be provided to the witness for review and
          correction of factual errors.

     4.   The Inquiry Report

          The Inquiry Panel shall prepare a written report that states
          what evidence was reviewed, summarizes relevant interviews
          and includes the findings of the inquiry and recommendations
          to the dean.  The report, which should be completed within
          40 days of receipt of the dean’s charge, shall be given to
          the Respondent, the Research Integrity Officer and the dean.
          Extensions for good cause must be approved by the Research
          Integrity Officer or by the Provost acting on a request from
          the panel summarizing the reason for the delay, progress to
          date, and an estimate of the date of completion.  The
          Respondent shall be given 10 days after receipt of the
          report to submit any written comments on the report to the
          Research Integrity Officer and the dean.

     5.   The Dean’s Decision

          After receiving the inquiry report and any comments by the
          Respondent, the dean shall determine whether additional
          investigation is warranted and shall, within 10 days of the
          day Respondent's comments were due, prepare his/her written
          recommendation and submit it simultaneously to the Provost,
          the Senior Vice Chancellor for the Health Sciences if the
          case arises within the Health Sciences, the Respondent, and
          the Research Integrity Officer.

     6.   The Case in Which Further Investigation Is Not Recommended

          If the recommendation is that additional investigation is
          not warranted, and if the recommendation is accepted by the
          Provost, in consultation with the Senior Vice Chancellor for
          the Health Sciences in cases originating within the Health
          Sciences, the proceedings concerning Research Misconduct
          shall be terminated.  If the Provost does not accept the
          recommendation that an investigation is not warranted, a
          formal investigation shall be initiated as provided for in
          Section E8 below.

     7.   A Finding of Research Impropriety

          If the research activities of the Respondent are found to
          involve research impropriety although not of a nature or to
          a degree that might constitute Misconduct or that warrant
          additional investigation, the dean may take corrective or
          disciplinary measures.

     8.   The Case in Which Additional Investigation is Warranted

          If the recommendation of the dean is that additional
          investigation should be undertaken, and if the
          recommendation is accepted by the Provost, in consultation
          with the Senior Vice Chancellor for the Health Sciences in
          cases originating within the Health Sciences, the dean shall
          so advise the Respondent and shall inform the Respondent of
          the commencement of a formal investigation by a University
          research investigative board.  In the case of sponsored
          research, the relevant sponsoring agency or agencies shall
          also be notified by the Research Integrity Officer before
          the formal investigation is initiated.10  The notification
          shall follow the requirements of the agency in a case where
          federal sponsorship is involved, and shall be subsequently
          supplemented by interim report(s) to the agency when
          required.11  Other parties with a need to know shall be
          informed, with a stated obligation of confidentiality.  If
          the recommendation is not accepted by the Provost, the
          Provost shall provide reasons in writing and notify the
          dean, the Senior Vice Chancellor for the Health Sciences in
          cases originating within the Health Sciences, the
          Chancellor, the Research Integrity Officer, and the
          Respondent.  Unless the Chancellor overrides the Provost’s
          decision within 10 days, the proceedings concerning
          Misconduct shall be terminated.

     9.   Notification of the Complainant

          Whether or not a formal investigation is warranted, the
          Complainant, if known, shall be provided with at least those
          portions of the inquiry report and the determination that
          address the Complainant's role and information given in
          connection with the inquiry.

     10.  Records of the Inquiry

          Records of the inquiry shall be maintained by the Research
          Integrity Officer in a secure place for a period of at least
          three years.12  Such records shall include any comments of
          the Respondent and all other materials collected or
          reviewed.

F.   The Investigation

     1.   Appointment and Charge of the Investigative Board

          An Investigative Board to which allegations of Misconduct
          are to be referred for formal investigation shall be
          appointed by the dean, in consultation with the Research
          Integrity Officer.  The dean should be satisfied, on the
          basis of both his or her own information and signed
          statements from members of the board, that they are free of
          any close personal or professional association with the
          complainant or respondent or of other conflicts of interest
          that could bias their judgment in the inquiry.  The dean
          shall provide the names of proposed board members to the
          Respondent.  If the Respondent objects to the appointment of
          one or more of the proposed members, he or she shall state
          the objection(s) in writing to the Provost within 5 days, in
          which case the Provost shall review the proposed list of
          members within 5 days of receipt of such objection(s) and
          shall have authority to direct the dean to replace one or
          more members of the board and so notify the Respondent.  The
          Investigative Board shall be given its charge within 10 days
          of receipt by the Respondent of the initial list of proposed
          board members or within 5 days of the replacement of one or
          more members of the board, whichever occurs later.  The time
          schedules for the various steps in constituting a board are
          to be taken as suggested guidelines.  The objective of
          charging the board within 20 days of the dean's
          recommendation to constitute a board shall be observed if at
          all possible.

     2.   Composition of the Investigative Board

          The Investigative Board normally will be selected from
          within the University and/or affiliated institutions to
          which this policy applies.  Exceptions may be made by the
          dean if needed to avoid conflicts of interest or to secure
          particular expertise.  When the Respondent is a faculty
          member, research associate, resident, or fellow, the
          Investigative Board normally shall be composed of two
          tenured faculty members of the responsibility center of the
          Respondent and three tenured faculty members whose primary
          appointments are in other responsibility centers within the
          University of Pittsburgh.  No board member shall hold a
          primary appointment in the same program in which the
          research in question was conducted, nor should any board
          member have had direct responsibility for, or a role in the
          research under investigation or have any other relevant
          conflict of interest.  If two suitable tenured faculty
          members cannot be identified within the Respondent's
          responsibility center, additional members of the five-member
          board may be selected from other responsibility centers.
          When the Respondent is staff or a student, the board shall
          include at least one student or staff member as appropriate
          to the particular case.  The above limitations on the
          membership of the board may be modified, and any or all
          members may be selected from outside the University, if the
          Provost deems it necessary in order to find expert,
          objective and otherwise qualified members.  The dean shall
          designate one member of the board to serve as chair.

     3.   Nature of the Hearing

          As part of its investigation, the board shall hold a formal
          hearing.  The proceedings shall be closed to the public
          unless both the Respondent and Complainant agree that the
          proceedings be open.  The charge to the board should be
          limited to investigation of the specific allegations of
          Misconduct and to any additional possible Misconduct that is
          uncovered during the course of the investigation.

     4.   Resources for the Board

          The Investigative Board shall consult with the Research
          Integrity Officer as to procedures and shall have the option
          to consult with and/or receive testimony at the hearing from
          recognized experts who are knowledgeable in the field of
          research under investigation.

     5.   Notification of the Respondent about the Hearing

          Thirty days or more prior to the board's formal hearing, the
          Respondent shall:

          a.   be sent a notice stating the place, time and date of
               the hearing;

          b.   be given notice that he/she shall have reasonable
               access to any relevant information in support of the
               inquiry report, with care to maintain confidentiality,
               if possible, with respect to sources of the
               information;

          c.   be informed in writing of significant new directions of
               investigation undertaken as a result of the emergence
               of additional information that justifies broadening the
               scope of the investigation beyond the initial
               allegations;

          d.   be advised that he/she shall be permitted to present
               materials in defense against the allegations being made
               and present for the board’s consideration a list of
               witnesses to be called at the hearing;

          e.   be sent a list of the witnesses (if any) expected to
               testify at the hearing; and be notified in a timely
               manner of any changes in the list.

     6.   Rights of the Respondent at the Hearing

          At the formal hearing conducted by the board, the Respondent
          shall have the opportunity to:

          a.   hear testimony from the Complainant if the
               Investigative Board desires such testimony;

          b.   question the witnesses appearing before the board on
               any relevant matter, including the Complainant if the
               Complainant’s testimony is essential, subject to the
               procedural rulings provided for elsewhere in this
               policy.  If the Complainant cannot attend the hearing
               to provide essential testimony, written questions from
               the Respondent may be put to him/her by the Research
               Integrity Officer, and written responses shall be
               requested;

          c.   testify if he or she so chooses and submit
               documentation and tangible evidence in defense against
               the allegations of Misconduct;

          d.   be accompanied by one adviser of choice, who may but
               need not be an attorney.  The adviser may consult with
               the Respondent but may not present the case to the
               board or otherwise participate in the discussion and/or
               proceedings; and

          e.   submit a written statement following the close of the
               hearing.

     7.   Hearing Procedures

          The chair of the Investigative Board, in consultation with
          the Research Integrity Officer, shall make all required
          substantive and procedural rulings at the hearing,
          including, but not limited to, admissibility of evidence and
          order of procedure.  The chair need not apply technical
          exclusionary rules of evidence followed in judicial
          proceedings, nor entertain technical legal motions.
          Technical legal rules pertaining to the wording of
          questions, hearsay and opinions need not be formally
          applied.  Reasonable rules of relevancy shall guide the
          chair in ruling on the admissibility of evidence.
          Reasonable limits may be imposed on the number of factual
          witnesses and the amount of cumulative evidence that may be
          introduced.  An audio recording or stenographic record shall
          be made of the proceedings, copies of which may be obtained
          by the Respondent upon payment of any reasonable charges
          associated with preparation thereof.

     8.   Required and Optional Testimony

          The Respondent shall have the right to decline to testify,
          and no adverse inference may be drawn from the exercise of
          this right.  The board may require any other employee of the
          University or of any other entity, such as the UPMC Health
          System, covered by this policy to participate in the
          proceedings.

     9.   An Allegation Made Not in Good Faith

          If the board has some basis for believing that the
          Complainant has not acted in good faith, it should notify
          the Complainant of the basis for that belief, provide an
          opportunity for response, and incorporate its judgment on
          this matter in its report.

     10.  The Investigative Report

          The board should deliver its formal written report to the
          dean within 80 days of receiving its charge.  The board
          shall at the same time provide copies of the report to the
          Respondent, by hand delivery if possible, and to the
          Research Integrity Officer.  Extensions for good cause must
          be approved by the Research Integrity Officer, or by the
          Provost acting on a request from the board summarizing the
          reason for the delay, an interim report of progress to date,
          and an estimate of the date of completion.  The report shall
          describe the policies and procedures under which the
          investigation was conducted, how and from whom information
          was obtained, the findings, the basis for the findings, and
          recommended sanctions.  If the board finds that the
          Respondent engaged in Misconduct, its report shall also
          address the Respondent’s intent in engaging in the
          Misconduct and the materiality or significance of the
          Misconduct in relation to the accepted standards of research
          practice; and the report shall contain a summary of the
          views presented by the Respondent.  The Respondent shall be
          given 10 days to submit his/her written comments on the
          report to the dean and the Research Integrity Officer.

     11.  The Dean’s Decision

          The dean shall decide the case within 10 days of the day on
          which the Respondent's comments were due.  If the dean's
          decision is inconsistent with the recommendation of the
          board, the dean's communication to the Provost, as provided
          for in paragraphs 12 and 15 below, shall include a complete
          copy of the board's report and a written explanation of the
          bases for his or her disagreement with that report.

     12.  A Finding of No Misconduct

          If the dean determines that the alleged Misconduct is not
          substantiated by the findings of the investigation, the
          Respondent shall be so notified in writing.  Diligent
          efforts shall be undertaken, at the Respondent’s request, to
          restore the reputation of the Respondent and to close the
          matter. The dean shall inform the Provost, the Senior Vice
          Chancellor for the Health Sciences in cases originating in
          the Health Sciences, the Research Integrity Officer, and the
          Chancellor, and shall provide the Complainant with at least
          those portions of the Investigative Board’s report and the
          determination that address the Complainant’s role and
          information given in connection with the investigation.  The
          Research Integrity Officer shall give any sponsoring agency
          a report on the investigation in the form and within the
          time prescribed by any applicable regulations.

     13.  Possible Sanctions for Research Impropriety

          If the research activities of the Respondent are found to
          constitute research impropriety, although not of a nature or
          to a degree that might result in a finding of Research
          Misconduct, the dean may impose sanctions such as:

          a.   a reprimand;

          b.   notification of the IRB or IACUC for possible actions
               in matters relevant to clinical or animal research,
               respectively;

          c.   requirement to withdraw or correct abstracts,
               manuscripts, publications, and/or grant proposals;

          d.   limitations on the Respondent’s responsibility in
               research;

          e.   requirement for participation in training programs;

          f.   notification   to   sponsoring  agencies,   co-authors,
               editors,  and  other  institutions  involved   in   the
               research.

     14.  Possible Sanctions for Research Misconduct

          If the dean determines that the alleged Misconduct is
          substantiated by the findings, he/she shall within 20 days
          decide on appropriate sanctions, after consultation with the
          Research Integrity Officer.  These discretionary sanctions,
          which shall be stayed pending the outcome of any appeal, may
          include but are not limited to the following:

          a.   notification and restitution to any sponsoring agency
               as appropriate;

          b.   requirement for withdrawal or correction of all pending
               abstracts and papers emanating from the research in
               question, and, if appropriate, notification of editors
               of journals in which previous related abstracts and
               papers appeared;

          c.   removal from the particular project, letter of
               reprimand, requirement that letters of apology be
               written, or special monitoring of future work;

          d.   probation, suspension, salary adjustment, consideration
               of possible rank reduction or termination of employment
               or student status, repetition of designated student
               examinations, or revocation of a degree, providing that
               steps with a potential impact on the employment or
               student status of a Respondent should be taken in
               accordance with procedures described in the University
               of Pittsburgh Faculty or Staff Handbook or Guidelines
               on Academic Integrity, without the possibility of
               reopening the investigation into the substance of the
               Research Misconduct;

          e.   notification to the IRB or IACUC chair on matters
               related to clinical or animal research, respectively;

          f.   notifications to affected institutions of previous or
               current affiliation, co-authors and other affected
               third parties;

          g.   notification of future or prospective employers;

          h.   notification of state licensing boards.

     15.  Notifications of a Misconduct Finding

          The Respondent shall be notified promptly in writing of the
          determination and the actions by hand delivery or certified
          mail.  The dean also shall immediately inform the Senior
          Vice Chancellor for the Health Sciences in Health Sciences
          cases, and the Provost and the Chancellor in all cases.  The
          Complainant shall be provided promptly with at least those
          portions of the investigative board report and the
          determination that address the Complainant's role and
          information given in connection with the investigation.  In
          matters involving the use of human subjects or of animals in
          research, the IRB or IACUC, as appropriate, shall also be
          informed.

     16.  Possible Sanctions from a Federal Agency

          The Research Integrity Officer shall give any sponsoring
          agency a report on the investigation in the form and within
          the time prescribed by any applicable regulations.13  A
          federal sponsoring agency, if it concurs in a finding of
          Research Misconduct, may in addition apply its own
          administrative actions, which may include but are not
          limited to the following:14

          a.   debarment for a stated period from eligibility to
               receive federal research funds;

          b.   prohibition for a stated period from service on a
               government advisory or peer review committee;

          c.   implementation of procedures for supervising the
               respondent’s subsequent research activities;

          d.   implementation of procedures for certifying the
               accuracy of data and attribution of sources in
               subsequent proposals for research funding;

          e.   publication of the finding in federal publications.

     17.  Public Release of Information

          The Provost or Senior Vice Chancellor for the Health
          Sciences, as appropriate, shall, in consultation with the
          General Counsel, determine the manner in which information
          about the incident is released, with due consideration for
          confidentiality as well as possible danger to human health
          and welfare.

G.   The Complainant

     1.   Non-Tolerance of Retaliation

          The University has a duty not to tolerate or engage in
          retaliation against good-faith whistleblowers. This duty
          includes providing appropriate and timely relief to
          ameliorate the consequences of actual or threatened
          reprisals, and holding accountable those who retaliate.
          Whistleblowers and other witnesses to possible research
          misconduct have a responsibility to raise their concerns
          honorably.

     2.   Defense Against Retaliation

          In cases of alleged retaliation that are not resolved
          through administrative intervention, whistleblowers should
          have an opportunity to defend themselves in a proceeding
          where they can present witnesses, except when the
          whistleblowers violate rules of confidentiality established
          for the proceedings.

     3.   Grievance - First Step

          A Complainant or whistleblower who desires to initiate a
          proceeding for adjudicating a charge of retaliation may
          invoke the procedures of University Policy 02-03-01, Faculty
          Grievances,15 even if the grievant is not a faculty member.
          The first step is for the grievant to contact the Senate
          Committee on Tenure and Academic Freedom to initiate an
          informal investigation and dispute resolution process.

     4.   Grievance - Initiation of Second Step

          If a settlement is not achieved by the first step, the
          grievant shall present a written complaint to the Research
          Integrity Officer which shall contain the following
          information, including supporting dates and facts:

          a.   That the grievant made an allegation of research
               misconduct or that the University failed to respond
               adequately to an allegation of research misconduct, or
               that the Complainant or whistleblower cooperated in an
               investigation of such an allegation.

          b.   That the University or one of its members committed an
               adverse action against the grievant within one year
               after the filing of the initial allegation or the
               cooperative participation in an investigation of such
               an allegation.

          c.   That the adverse action resulted from the allegation or
               cooperation.

          d.   That the complaint is being made within 180 calendar
               days of the alleged adverse action or the discovery by
               the original grievant of the adverse action.

     5.   Appointment of a Grievance Panel

          On receipt of such a complaint, the Research Integrity
          Officer shall refer the complaint to the Provost, who will
          move to the second step and appoint a Grievance Panel.  The
          Grievance Panel shall allow the grievant to present
          evidence, to be accompanied by an adviser who may but need
          not be a lawyer, and to call other witnesses.

     6.   Procedural Rights of the Grievant

          The grievant shall be given a written summary of evidence
          collected including witness testimony and shall have the
          opportunity to respond to this information before the panel
          writes its report.

     7.   The Grievance Report

          The Grievance Panel shall write a report stating its
          conclusions and recommendations and submit its report to the
          Provost and to the grievant.

     8.   Appeal from the Grievance Report

          The grievant, if not satisfied with the report of the Panel,
          may appeal the findings in writing to the Provost.

     9.   The Provost’s Adjudication

          The Provost shall take the report of the Panel and any
          written comments from the grievant into account before
          rendering a decision.  If the decision includes a finding of
          retaliation, the Provost shall take corrective action, which
          may include redress of any disadvantage suffered by the
          grievant and sanctions against the person(s) found to have
          committed the retaliation.  The action of the Provost in the
          matter completes the process.

     10.  Acknowledgment of the Role of the Complainant

          At the conclusion of the proceedings, the University has a
          responsibility to acknowledge the role of the Complainant
          promptly, in public or private as appropriate, if the
          Complainant agrees.

     11.  Response to a Charge of Acting Not in Good Faith

          If a dean believes on the basis of an inquiry or
          investigative report that the initial allegation of possible
          Misconduct was made not in good faith, the Complainant shall
          be given an opportunity to reply in writing if that
          opportunity was not previously provided.  If the dean then
          makes a finding that indeed the Complainant did not act in
          good faith, the dean may apply appropriate sanctions if the
          Complainant is from within the University or affiliated
          institutions covered by this policy.  Sanctions shall be
          stayed pending the outcome of any appeal and shall not be
          applied against the Complainant if the allegation was filed
          with a lack of full information but not out of malice.

H.   Appeals

     1.   Nature of an Appeal

          A dean's determination of Misconduct by a Respondent or lack
          of good faith by a Complainant may be appealed in writing,
          in either case to the Provost, with a copy to the Research
          Integrity Officer, within 10 days of personal delivery or
          mailing of the determination, whichever occurs first. The
          grounds for the appeal shall be submitted in writing within
          20 days after filing the notice of appeal.  Such an appeal
          shall be restricted to the body of the evidence already
          presented in the written record.  The written record shall
          include all materials collected or reviewed at both the
          inquiry and investigation stages (including the Respondent's
          or Complainant’s written comments16), the written reports
          filed at both stages and the audio recording or stenographic
          record of the hearing.

     2.   Appointment and Charge of an Appeal Panel

          In the case of an appeal, the Provost, in consultation
          with the Research Integrity Officer, shall form a five-
          person appeal panel to advise him or her on the merits of
          the case.  The selection of the members of the appeal
          panel shall be in accord with the rules (under IV.B.3.) in
          Faculty Reviews and Appeals, University Procedure 02-02-10
          as approved on November 27, 2000, and as may be amended
          subsequently;17 however, the panel shall not otherwise be
          bound by the procedures described in that document.  Names
          shall be drawn from the Central Appeals Pool or School
          Pools (e.g., for FAS and the School of Medicine), but no
          more than one panel member shall be from the unit
          (department) where the Respondent has his or her primary
          appointment.  The panel shall be formed and charged within
          30 days of the date of the dean's decision, and it shall
          render its report within 60 days after receiving its
          charge.

     3.   Grounds for Appeal

          The only grounds for recommendation of reversal by the
          appeal panel shall be failure to follow appropriate
          procedures, insufficiency of evidence, or arbitrary and
          capricious decision making.

     4.   Outcome of an Appeal

          If the decision of the Provost is to affirm the
          determination and actions, appropriate measures shall be
          taken, after consultation with the Research Integrity
          Officer.  The Provost’s determination shall conclude the
          University’s proceedings with respect to the Misconduct
          allegation.  No subsequent procedure to determine the
          Respondent’s employment or student status may reopen the
          investigation into the allegation of Research Misconduct.

I.   Policy Changes

     Changes in federal regulations or University policies could
     necessitate changes to this policy.  Amendments to the policy
     shall be made only after consultation by the administration
     with the Senate.  Appropriate notice of any such change shall
     be provided to the University community in writing.


____________________________

     1  Public Health Service Regulations, codified at 42 Code of
Federal Regulations (2001), §§ 50.101 through 50.105 (referred to
subsequently as PHSR); National Science Foundation Regulations, 45
Code of Federal Regulations (2001), §§ 689.1 - 689.9 (referred to
subsequently as NSFR).

     2  For the purposes of this document, "dean" includes deans,
directors of University centers, and presidents of the regional
campuses.

     3  http://www.pitt.edu/HOME/PP/policies/11/11-01-03.html

     4  http://www.pitt.edu/HOME/PP/policies/11/11-01-02.html

     5  http://www.pitt.edu/~provost/ethresearch.html

     6  http://www.health.pitt.edu/rpf/

     7  PHSR, 42 C.F.R., §50.104(b); NSFR, 45 C.F.R., §689.3(b)(3).

     8  PHSR, 42 C.F.R., §50.103(d)(5).

     9  PHSR, 42 C.F.R., §50.104(a)(3).

     10  PHSR, 42 C.F.R., §50.103(d)(4); NSFR, 45 C.F.R.,
§689.3(b)(1).

     11  PHSR, 42 C.F.R., §50.103(d)(12) and §50.104(a)(1); NSFR, 45
C.F.R., §689.3(b)(2).

     12  PHSR, 42 C.F.R., §50.103(d)(6).

     13  PHSR, 42 C.F.R., §50.104(a)(2); NSFR, 45 C.F.R., §689.3

     14  PHSR, 42 C.F.R., §50.104(a)(7); NSFR, 45 C.F.R., §689.2

     15  http://www.pitt.edu/HOME/PP/policies/02/02-03-01.html

     16  PHSR, 42 C.F.R., §50.103(d)(1).

     17  http://www.pitt.edu/HOME/PP/procedures/02/02-02-10.html