The NIHR have released and fully tested a new online SoECAT over the last year and have already rolled it out across a number of funding streams. Following on from this rollout, it has been determined that the Excel SoECAT will no longer be made available for new applications beyond the end of March 2023 and that, for all phase 2 applications commencing after 1st April 2023, we would like you to help us encourage applicants to use the online system and to use the following wording within your application guidance:
Please be aware that if your planned project includes the recruitment of participants, your application should be accompanied with the Funder Export from the online SoECAT, obtainable via the NIHR Central Portfolio Management System (CPMS).
In order to create a SoECAT, you will need to create an account in CPMS. After creating the account, you will need to login to CPMS to activate this account. If any assistance is required in creating the account, please refer to our user guide. Once your account has been created and is active, you can proceed.
Guidance for the completion of the SoECAT by the applicant is present in the online tool to assist at each page and stage of the application process and further details can be found on the Online SoECAT Guidance page.
There is also an Online SoECAT Guidance Module which includes video tutorials and linked resources (an NIHR Learn account is required to access and enrol onto the module) and a helpful Study Representative – Online SoECAT Top Tips infographic.
Please note that completion of the SoECAT may not be necessary when applying for funding to support: overarching programmes with no specific research study protocol, infrastructure, fellowships, anything where the grant is to be used for direct employment of a member of staff or purchase of an asset, and data or diagnostic reviews where recruitment data is not collected. Such applications should be submitted with supporting documentation to explain why a SoECAT was not submitted in this instance.