Call for Proposals

The call for collaborative methods project proposals is now closed. If you have any questions regarding this funding opportunity, please contact Courtney Segal.


Of the EDM Forum’s three primary aims, the second directs the EDM Forum to provide support on an annual basis for up to four investigator-initiated projects to advance methods and support collaboration on topics related to building infrastructure and conducting comparative effectiveness research (CER), patient-centered outcomes research (PCOR), and quality improvement (QI) with electronic health data. Each project will address shared challenges across the community and develop proposed approaches to analytic methods, clinical informatics, governance, or building learning health systems in support of useful innovations in health care quality, population health, and discovery.

Projects will be collaboratively designed and executed, drawing on the perspectives of multiple initiatives and stakeholder groups. The expected range of funding is $25,000 to $100,000 per project.

Project proposals are due by June 26, 2014 and should be submitted online at:

Part of the EDM Forum's role is to facilitate collaboration. Interested parties are encouraged to contact EDM Forum staff (Courtney Segal) to discuss proposed topics and potential collaborators.

For more information about the projects and the review process, please refer to the funding opportunity description below:

  1. GOALS

Questions? Please contact Courtney Segal.

For more information about past and current collaborative methods projects supported by the EDM Forum, please visit:


Submission Deadline

June 26, 2014

Peer Review

June 27 - July 16, 2014

Notification of Award

August 11, 2014

Project Start

September 30, 2014


The EDM Forum is seeking proposals for commissioned projects that provide novel, collaborative approaches to addressing key challenges in CER, PCOR, and QI; approaches to test the scale and spread of local innovations; or, new strategies for disseminating knowledge at the point of care to improve patient outcomes. Projects must seek to contribute generalizable knowledge to the community.

The intent of this announcement is not to fund research activities currently ongoing at the sites, or to undertake proof of concept studies for disciplinary or disease-specific CER studies, but rather, to synthesize or integrate the perspectives of key stakeholders to generate new insights into CER, PCOR, and QI. Descriptions of past and current projects are available on the EDM Forum website.

Each submission must clearly demonstrate collaboration among investigators and responsiveness to a priority challenge for using electronic health data to conduct CER, PCOR, and QI. Collaborations between researchers and delivery-system partners, purchasers, payers, industry, and other decision-makers is highly encouraged—especially where the combined perspectives of both can make the application of evidence more user-centered.

(back to top)


Projects should respond to a priority challenge within at least one of the four domains that are the focus of the EDM Forum:

Analytic Methods: Activities focused on analytic methods should consider approaches to analyzing data from electronic clinical data systems, with a specific focus on the challenges of integrating data from a variety of sources--for example including health insurance exchanges, and patient-reported outcomes.

Clinical Informatics: Activities focused on clinical informatics should consider the use of computer applications to collect, process, and represent medical data used for CER, PCOR, and QI.

Governance: Activities focused on  governance should consider challenges relating to privacy and confidentiality, data stewardship, and data access for the purposes of conducting CER, PCOR, and QI, with a specific focus on the high rate of variation in institutional review board approval (or failure) for new studies and/or data collection.

Learning Health System: Activities focused on CER/PCOR and the learning health system should consider lessons learned from QI and other efforts to use electronic clinical data for health research and clinical care. Components of CER/PCOR in support of a learning health system include approaches to meaningfully engage patients; opportunities and barriers to collaborative science; incentives to drive research innovation; and, efforts to advance training and continuous professional development.

(back to top)


A general overview of the collaborative methods project structure is provided below. For more information about past and current collaborative methods projects supported by the EDM Forum, please visit:

Project Objectives and Activities 

Tackle shared issues and promote best practices by:

  • Comparing approaches for research and QI
  • Collecting case studies on promising practices
  • Developing conceptual guidance, best practices, and frameworks
  • Building community-curated toolkits and shared resources

Pilot test new tools and methods to advance discovery by:

  • Collaboratively testing protocols, tools, or novel approaches across diverse settings
  • Enhancing access to tools, models, and data

Specific project activities1 and deliverables may include (but are not limited to):

  • Submitting a manuscript on the topic and/or key findings from the project to the EDM Forum’s open access journal, eGEMS
  • Disseminating the work through the EDM Forum, including public webinars and participation in the annual Stakeholder Symposium
  • Building wikis or other portals to facilitate input

Convening Activities
All funded projects will include support for convening activities (including one workshop with approximately 15-20 people) designed to promote exchange and collaboration across disciplines and sectors. The cost of travel and administrative support for such activities is covered under a separate line item through the EDM Forum, for which reasons these costs need NOT be addressed in individual submissions. However, submissions should discuss the most effective/innovative ways to execute convening activities that will advance the field. Patient engagement and involvement of non-traditional stakeholders is highly encouraged where relevant.

1AcademyHealth will provide administrative, content, and convening support for these activities over the course of the project

(back to top)


This section was updated on 4/8/14 to provide clarification on eligibility requirements. 

Eligible Applicants

This funding opportunity supports collaboration by bridging efforts across multiple disciplines and stakeholder perspectives, and is open to all users or producers of evidence using electronic health data to improve care and outcomes.
  • Eligibility is not restricted to certain types of institutions or organizations, or individuals with certain areas of expertise.
  • Any individual(s) with the skills, knowledge, and resources necessary to carry out the proposed research as the project lead is invited to work with his/her organization to develop an application for support. 
  • At least two organizations must participate on a collaborative project submission. Project partners must represent diverse (more than one) discipline or sector (e.g., academia, industry, healthcare delivery) and these partners must be meaningfully involved  in all phases of the design and execution of the project. 
Applicants should use the “Statement on Collaboration” section of the application to explain the role of participating initiatives and individuals. The unique contributions and expertise of all partners should be explained, and it should be clear how the collaborative approaches involving the specified stakeholder groups is necessary to advance the understanding and dialogue on the use of electronic health data to improve patient care and outcomes.

Submission Criteria

Submissions must:
  • identify which of EDM Forum’s domains (analytic methods, clinical informatics, governance, or the learning health system) is addressed by the proposal; and, 
  • identify which of the topical areas of focus (research discovery, quality improvement, health care operations, population health) is addressed by the proposal.
  • articulate the priority challenges being addressed.
  • provide a statement on the collaborative approach

The proposal narrative must clearly:
  • explain the project aims with respect to advancing understanding of—and potential solutions to—current challenges faced by CER, PCOR, QI networks;
  • clearly describe proposed methods or activities, emphasizing the conceptual models, planned case examples, estimation strategies, convening efforts, or tools/efforts to promote collaboration;
  • explain how the proposed project is integrative in nature and draws on perspectives from multiple projects and stakeholder groups to advance understanding, dialogue, or collaboration; and,
  • identify key stakeholders who will participate in the project, and/or intended audiences for dissemination.

Submissions must provide a budget and timeline for the proposed work (please see the ‘submission instructions’ section for additional budget criteria and the 'detailed timeline' section for information about the timeline. Please DO NOT include any costs related to the convening workshop, or publication. Any requests for additional travel support must be justified.)

Assessment Criteria

Submissions will be scored based on the extent to which the proposed effort:

  • clearly identifies which priority challenges are addressed, and clearly explains how the proposed effort will advance understanding of—and potential solutions to—current challenges faced by CER, PCOR, QI research networks;
  • successfully demonstrates that the proposed project is focused on integrating perspectives from multiple projects and stakeholder groups to advance understanding, dialogue, or collaboration;
  • describes proposed methods or activities;
  • includes key stakeholders in the project design, or includes core stakeholder audiences as the target for dissemination efforts; and,
  • has potential for impact, and is generalizable (or applicable) for CER, PCOR, QI research networks.

Priority will be given to proposals that include:

  • conceptual models with empirical work to test proposed approaches;
  • strategies or tools to advance collaboration or the ability to conduct cross-team comparisons;
  • comparative case examples; and,
  • best-practice guidance.

(back to top)


To submit a collaborative project/project:

  1. Visit
  2. Follow the prompts to complete the online form.

*You will receive an email confirmation with a summary of your abstract once your submission has been received. 

All submissions must include background information and an overview of the proposed work including a brief narrative; a proposed outline; and a proposed budget.

  1. Investigator information:
    - names of all co-investigators, including work affiliation or academic institution.
    - contact information and bio sketches or brief biographies for primary contributors.
  2. Title and brief description of the proposed project (no longer than 150 words)
  3. The domain and challenge of focus
  4. A brief narrative (no longer than 1,000 words) that describes the project’s:
    - primary aims;
    - brief background or questions that will be explored, including conceptual frameworks where relevant; 
    - methods, or a description of approach, including data sources, analytic methods, or expert resources requested; and,
    - key stakeholders2 who will participate in the project (including the workshop), or who are the intended audience for the    project
  5. Statement (no longer than 150 words) of the collaborative approach, including roles and responsibilities for participating investigators from specific teams.
  6. A proposed budget specifying the amount of time required to complete the project and rate for each potential co-investigator and staff.

*If you propose more than one project, please submit each project separately.


Please provide a budget proposal with each submission. Proposed budgets must specify amount of time required to complete the project and rate for each potential co-author and staff. Based on recent clarifications we have received on the budget regulations, please be advised that indirect costs can be included. Any requested indirect costs must come from the total award amount. Please DO NOT include costs related to the convening workshop (including travel), or publication. The EDM Forum will support travel to the convening workshop separately. Any requests for additional travel support must be justified. Proposals with total cost estimate exceeding $100,000 will not be considered.

Proposal Deadline
Proposals will be accepted online at until 10:00 (Eastern) on June 26, 2014.

Contact Information
All questions regarding the submission process and scope of work should be directed to Courtney Segal or 202.292.6737.

2Key stakeholder groups include government, industry, healthcare delivery, quality improvement professionals, patients and consumers, policy, researchers, and payers.


(back to top)


Note: The following timeline is subject to change. Please check this page regularly for updates or contact Courtney Segal.
This section was updated on 6/12/14 to provide clarification on the due dates for deliverables.

Proposal Application Open

March 13, 2014 

Project Proposals Due

Proposals should be submitted online at: 

June 26, 2014
10:00 PM (Eastern)

Proposal Review Process

June 27 - July 31, 2014

Notification of Awards

August 31, 2014

Earliest Anticipated Project Start Date

September 30, 2014

Present ‘Progress Report’ at EDM Forum Steering Committee Meeting

The primary investigator (or designee) should plan to participate in the EDM Forum Steering Committee meeting, which will be held in January 2015 in Washington, D.C. (date and location TBD), to provide an update on progress of the project and receive feedback.

January 2015 (TBD)

Final Deliverables* Due

*Deliverables and due dates will vary based on the objectives of the project.  Draft publications for eGEMs are due July 31, 2015 All final deliverables are due on September 30, 2015.

(back to top)