# Roles & Responsibilities (draft)

### ARDs

Definition​: Assistant Regional Directors for Science Applications

* Responsible for supporting staff time and allocating resources to follow the SA Data Management Plan through their entire chain of command
* Ensure data management responsibilities are followed when SA funds go are allocated outside the program (e.g., to another FWS program)
* Ensure Performance Appraisal Plans reflect responsibilities for data stewardship
* Sign ​memo​ stating a project intended for funding is not duplicative research or other science activity (Science Project) and therefore does not need to go through any additional steps in the [SA Non-Duplication Policy](/sametadatacreationguide/policy-guidance.md).
* Sign ​CASC Consultation Certification memo​ stating the CASC consultation took place and identified not duplication of funding between SA and a CASC. For grants and cooperative agreements, this can be certified by checking the appropriate check box on the Award Checklist - FWS Form 3-2460.

### AD and Deputy AD

Definition​: Assistant Director and Deputy Assistant Director for Science Applications

* Provide program leadership and accountability to ensure all SA data management, Science Catalog, internal tracking, and non-duplication policies are followed across the program.
* Ensure data management responsibilities are followed when SA funds go outside the program (e.g., to another FWS program)

### HQ Staff

Definition​: Science Applications HQ staff who are responsible for coordinating and leading SA data management efforts, including but not limited to: SA HQ Science Coordinators and the SA HQ Grants Manager.

* Ensure data management responsibilities are followed when SA funds go outside the program (e.g., to another FWS program)
* Create CASC consultation Google Form to be sent to CASC director(s)

### SA Contracting Officer

Definition​: SA staff who serve as Contracting officials and Contracting Office Representatives and are the primary liaison with the contracting personnel who issue and administer contracts.

* Work with SA Project Officer to ensure that all data procurement contracts and agreements make appropriate reference to data management and, at a minimum, define the general data management requirements within every contract and agreement.

### SA Grants Manager

Definition​: SA staff who are responsible for issuing financial assistance awards or who are the primary liaison(s) with WSFR staff who issue financial assistance awards.

* Work with SA Project Officer to ensure that all data procurement agreements make appropriate reference to data management and, at a minimum, define the general data management requirements within every agreement.

### SA Project Officer

Definition​: SA personnel responsible for administering grants and cooperative agreements, reviewing and selecting proposals, reviewing and approving interim and final reports, and ensuring receipt of deliverables.&#x20;

* Ensure SA data management, Science Catalog, internal tracking, and non-duplication policies and requirements are followed for the projects they manage. This can be done themselves, requiring the work from PIs (e.g. product metadata), or delegating the work to a data manager/steward&#x20;
  * Include requirement for data management plan
  * Include requirements for project and product metadata
  * Ensure the project record is posted to ScienceBase within 30 days
  * Ensure the full metadata is updated
* Ensure scope of work contains requirements for metadata and data management plan deliverables.
* Ensure all Non-duplication documentation (memos, SB searches) are added to award file.

### Non-SA Project Officer

Definition​: Non-SA staff (still FWS) who serve as the Project Officer on agreements using SA funds.

* Ensure scope of work contains requirements for metadata and data management plan deliverables.
* Ensure all Non-duplication documentation (memos, SB searches) are added to award file.
* Work with SA Data Steward/ARD to ensure that all SA data management, Science Catalog, internal tracking, and non-duplication policies and requirements are followed.

### Non-SA Principal Investigator

Definition​: An externally-funded recipient of SA funds via grant, cooperative agreement, contract, or inter-agency agreement, who is responsible for leading the funded project and providing deliverables to SA.

* Transfer deliverables to SA Project Officer
* Write and transfer metadata to SA Project Officer
* Works with Data Steward to develop a Data Management Plan

### SA Principal Investigator

Definition​: SA staff who is responsible for leading the internal project who also assumes the roleof Project Officer.

* Assumes role of SA Project Officer
* Ensures deliverables are loaded to ScienceBase
* Write/ ensures project and product metadata meets SA standards
* Works with Data Steward to develop a Data Management Plan
*

### Data Steward

Definition​: Any SA staff or personnel working on behalf of SA (e.g., contractor) who performs a data management action - writing, reviewing, or publishing metadata; publishing deliverables; etc. Can be project officer, data manager, or other staff. Often a Data manager fills this role.

* Assist non-SA Project Officers with ensuring SA data management, Science Catalog, internal tracking, and non-duplication policies and requirements are followed.&#x20;
*

### Science Coordinators


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