{
  "schema_version": "1.0",
  "plan_id": "JW-CV-NIH-BIO-001",
  "title": "NIH Biosketch Preparation: Common Form and Supplement",
  "as_of": "2026-10-19",
  "purpose": "Working plan for the NIH Biographical Sketch Common Form and NIH Biographical Sketch Supplement. It maps each required section to records already on this site and lists what the owner still has to supply. It is not the biosketch: NIH accepts only the certified PDF produced in SciENcv.",
  "rules": {
    "effective": [
      {
        "date": "2026-01-25",
        "text": "Common Forms apply to NIH application due dates on or after January 25, 2026.",
        "source": "NOT-OD-26-018 (cited in NOT-OD-26-079)"
      },
      {
        "date": "2026-04-21",
        "text": "NIH announced the end of its leniency period for non-compliant Common Forms.",
        "source": "NOT-OD-26-079"
      },
      {
        "date": "2026-05-08",
        "text": "Common Forms are required for all application due dates and for JIT, RPPR and Prior Approval submissions. System warnings became errors that stop non-compliant submissions.",
        "source": "NOT-OD-26-079"
      },
      {
        "date": "2026-05-25",
        "text": "Research security training certification applies to due dates on or after May 25, 2026 (SciENcv restored it to the forms on April 22, 2026).",
        "source": "NOT-OD-26-079"
      }
    ],
    "general": [
      "Both forms must be prepared and certified in SciENcv. NIH says there is no blank template to complete outside SciENcv.",
      "The ORCID iD goes in the Persistent Identifier field and must be linked to your eRA Commons Personal Profile. An ORCID iD can be linked to only one Commons account.",
      "No page limit for either form at NIH. Some sections have entry or character limits.",
      "Do not include personal information: home address, home or cell phone, home email, driver's license number, marital status, hobbies.",
      "The signature date must be within 12 months before submission. After certifying and downloading the PDF, only the file name may change.",
      "Certification cannot be delegated. Only the investigator can link ORCID and eRA Commons in SciENcv and complete My Profile."
    ],
    "changes_from_old_format": [
      [
        "Education/Training",
        "Common Form: Professional Preparation"
      ],
      [
        "A. Personal Statement (with up to 4 citations)",
        "Supplement: Personal Statement, 3,500 characters; in-text references to the 10 Common Form products only"
      ],
      [
        "B. Positions, Scientific Appointments and Honors",
        "Common Form: Appointments and Positions. Supplement: Honors, up to 15 entries"
      ],
      [
        "C. Contributions to Science (up to 5, each with up to 4 citations)",
        "Common Form: Products (up to 5 related + up to 5 other). Supplement: Contributions to Science, up to 5, 2,000 characters each"
      ]
    ],
    "source_note": "Stanford ORA's comparison table says the Personal Statement takes no citations. NIH's Supplement instructions allow in-text, parenthetical references to any of the ten Common Form products (for example lead author and year, or PMID/PMCID) but no full bibliographic citations or hyperlinks. This plan follows NIH.",
    "form_version_note": "The Common Form instructions uploaded on 2026-10-18 carry OMB No. 3145-0279 with expiration date 10/31/2026. Check SciENcv for a renewed form version after that date."
  },
  "sections": [
    {
      "form": "Common Form",
      "name": "Identifying Information",
      "required": true,
      "limit": "None",
      "rule": "Name (last, first, middle, suffix); Persistent Identifier (ORCID iD linked to eRA Commons); current position title.",
      "status": "partly-ready",
      "on_site": [
        "Name: Whiteside, Jermaine E.",
        "ORCID iD: 0009-0004-7136-6859"
      ],
      "owner_actions": [
        "Set up your eRA Commons account, link your ORCID iD to its Personal Profile, then link both ORCID and eRA Commons in SciENcv.",
        "Choose the position title to show (for example Doctoral Researcher, or the title tied to the applying organization)."
      ]
    },
    {
      "form": "Common Form",
      "name": "Organization and Location",
      "required": true,
      "limit": "None",
      "rule": "Primary organization name; city, state/province and country.",
      "status": "owner-decision",
      "on_site": [
        "Liberty University (doctoral program) is the current academic affiliation in the Evidence CV.",
        "Anointed Connect Church Inc. and EWTECHNERD LLC appear as organizations you lead."
      ],
      "owner_actions": [
        "Decide which organization is primary for the application. It is usually the applicant organization or your employer."
      ]
    },
    {
      "form": "Common Form",
      "name": "Professional Preparation",
      "required": true,
      "limit": "None",
      "rule": "Reverse chronological order by start date. For each entry: organization, location, degree (if applicable), start date, month and year received (or expected), field of study. Include postdoctoral and fellowship training and the baccalaureate degree.",
      "status": "partly-ready",
      "entries": [
        {
          "organization": "Liberty University",
          "location": "Lynchburg, VA, USA",
          "degree": "Ed.D. (in progress)",
          "field": "Christian Leadership: Next Generation Ministry",
          "start": "January 2024 (Spring 2024 term; catalog year 2023–24)",
          "received": "Expected date to confirm (degree audit, Oct 8, 2026: 51 of 54 credits applied)",
          "evidence": "/evidence-cv/education/#jw-cv-edu-001"
        },
        {
          "organization": "University of South Carolina",
          "location": "Columbia, SC, USA",
          "degree": "None (doctoral coursework; transferred)",
          "field": "Educational Practice & Innovation: Learning Design & Technologies",
          "start": "May 2023 (Summer 2023 term began May 7, 2023)",
          "received": "Transfer",
          "evidence": "/course-register/"
        },
        {
          "organization": "Walden University",
          "location": "Minneapolis, MN, USA",
          "degree": "Master of Information Systems Management",
          "field": "Information Systems Management",
          "start": "January 2021 (first graduate term, Spring 2021 semester; shared with the certificate)",
          "received": "December 2022",
          "evidence": "/evidence-cv/education/#jw-cv-edu-002"
        },
        {
          "organization": "Walden University",
          "location": "Minneapolis, MN, USA",
          "degree": "Graduate Certificate in Information Systems",
          "field": "Information Systems",
          "start": "January 2021 (Spring 2021 semester)",
          "received": "December 2021",
          "evidence": "/course-register/"
        },
        {
          "organization": "Walden University",
          "location": "Minneapolis, MN, USA",
          "degree": "B.S., Computer Information Systems",
          "field": "Computer Information Systems (Web Systems Design and Usability)",
          "start": "March 2011 (Spring 2011 quarter)",
          "received": "August 2020",
          "evidence": "/evidence-cv/education/#jw-cv-edu-003"
        }
      ],
      "owner_actions": [
        "Confirm the expected Ed.D. completion month (3 credits remain after the Fall 2026 Praxis courses).",
        "Decide whether to list the Graduate Certificate separately and whether the executive-education programs (Harvard PON, Columbia, Duke, MIT Sloan) belong here.",
        "Confirm Walden's location as it should appear (the transcript does not print a campus address)."
      ],
      "date_sources": "Start dates from the first term on each transcript: Liberty official transcript issued September 25, 2026 and degree audit of October 8, 2026; USC Columbia unofficial transcript; Walden official transcript issued January 27, 2023. Walden did not list a separate start date for the master's program; its first graduate term is used."
    },
    {
      "form": "Common Form",
      "name": "Appointments and Positions",
      "required": true,
      "limit": "None",
      "rule": "Reverse chronological order by start date, starting with the current appointment. Each entry: start year, end year, title, organization, department (if applicable), city, state/province, country. Include paid and unpaid, full-time, part-time, voluntary, adjunct, visiting and honorary positions. Positions outside the primary organization are required for up to three years before submission.",
      "status": "owner-input-needed",
      "entries": [
        {
          "start": "2025",
          "end": "Present",
          "title": "Founder, Sole Member & Managing Member",
          "organization": "Anointed Holdings LLC",
          "location": "To confirm"
        },
        {
          "start": "2014",
          "end": "Present",
          "title": "Senior Pastor and Founder",
          "organization": "Anointed Connect Church Inc.",
          "location": "To confirm"
        },
        {
          "start": "To confirm",
          "end": "Present",
          "title": "Founder and Managing Member",
          "organization": "EWTECHNERD LLC",
          "location": "To confirm"
        },
        {
          "start": "To confirm",
          "end": "Present",
          "title": "Founder and Director",
          "organization": "Governance Science Research Program",
          "location": "To confirm"
        },
        {
          "start": "To confirm",
          "end": "Present",
          "title": "Founder and Incorporator",
          "organization": "IAM of America",
          "location": "To confirm"
        },
        {
          "start": "To confirm",
          "end": "Present",
          "title": "Director",
          "organization": "Reinvest Carolina Inc.",
          "location": "To confirm"
        }
      ],
      "owner_actions": [
        "Confirm start years and locations.",
        "Add any other titled positions held in the last three years, including unpaid, advisory or board roles.",
        "Decide whether the Governance Science Research Program is a position or a research activity."
      ]
    },
    {
      "form": "Common Form",
      "name": "Products",
      "required": true,
      "limit": "Up to 5 products closely related to the proposed project, plus up to 5 other significant products",
      "rule": "Products must be citable and accessible: publications, conference papers, presentations, websites, software, datasets, curricula, interventions, inventions, new business creation. Each needs authors, title, date of publication or release, URL, any persistent identifier and other citation details (N/A where not applicable). Multi-author works may use et al.",
      "status": "candidates-listed",
      "candidate_groups": [
        {
          "theme": "Governance accountability and institutional trust",
          "items": [
            [
              "Judicial Governance Capacity: A Diagnostic Application of the Governance Accountability Architecture Framework to Federal Professional Accountability",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=7121881"
            ],
            [
              "Distributed Accountability and the Production of Institutional Trust: A General Theory of Governance Architecture",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=7120804"
            ],
            [
              "Beyond Funding Formulas: Institutional Trust as Strategic Capacity in Public Land-Grant HBCUs",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6969498"
            ],
            [
              "Institutional Trust as a Strategic Asset: Developing the Institutional Trust Index (ITI) for Public and Land-Grant Universities",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6942998"
            ]
          ]
        },
        {
          "theme": "AI governance and Faithful Intelligence",
          "items": [
            [
              "Faithful Intelligence: A Theological Governance Framework for Artificial Intelligence in Interreligious Religious Education",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6854281"
            ],
            [
              "Verification Architecture: Faithful Intelligence as an Epistemic Governance System",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6391880"
            ],
            [
              "Beyond QuantCrit: A Faith-Based Ethical Governance Framework for Algorithmic Decision-Making in Educational Systems",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6571178"
            ]
          ]
        },
        {
          "theme": "Education and learning",
          "items": [
            [
              "From Procedure to Understanding: Predicate Knowledge, Apparent Procedural Competence, and the Robustness of Mathematical Performance in Algebra I",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=7281501"
            ],
            [
              "Instructional Access at the Point of Need",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6656079"
            ]
          ]
        },
        {
          "theme": "Process improvement and operational research",
          "items": [
            [
              "The Readiness Audit-Control Ecosystem: Operationalizing Audibility, Ethical Governance, and Accountability Within DMAIC-R",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6106286"
            ],
            [
              "The IAM Six Sigma for Readiness Framework",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6106007"
            ],
            [
              "The SGHG Six Sigma Method",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5870882"
            ],
            [
              "The Applewood Estates Evidence-Generating Operational Research Constitution",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=7051138"
            ]
          ]
        },
        {
          "theme": "Constitutional and institutional law",
          "items": [
            [
              "Constitutional Fidelity as Epistemic Governance",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6975379"
            ],
            [
              "Insignia Without Command: Law, Ethics, and Institutional Authority in the U.S. Military Chaplain Corps Reform",
              "https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6566000"
            ]
          ]
        }
      ],
      "non_paper_products": "Websites, software and new business creation also count as products. The EWTECHNERD web and lab network is a candidate for that category.",
      "owner_actions": [
        "Name the proposed project, then pick up to 5 closely related products and up to 5 other significant products.",
        "Add each product's release date from its SSRN page. This plan leaves dates blank rather than guess them.",
        "Make sure each chosen product is in your ORCID record or My NCBI bibliography so SciENcv can import it."
      ],
      "caution": "SSRN working papers are citable and accessible, so they qualify as products. They are not peer-reviewed publications and should not be described as such."
    },
    {
      "form": "Supplement",
      "name": "Personal Statement",
      "required": true,
      "limit": "3,500 characters",
      "rule": "Explain why you are well suited to your role on this project: training, prior work, expertise, collaborators or environment, and recent performance (past three years). In-text, parenthetical references to the ten Common Form products only; no full citations or hyperlinks. State whether you have published or created research products under another name. You may explain productivity gaps (family care, illness, disability, military service).",
      "status": "owner-to-write",
      "owner_actions": [
        "Draft after the project and the ten products are chosen.",
        "State whether you have published under another name."
      ]
    },
    {
      "form": "Supplement",
      "name": "Honors",
      "required": true,
      "limit": "Up to 15 entries",
      "rule": "Students, postdocs and junior faculty list scholarships, traineeships, fellowships and development awards. Clinicians list licensures and specialty board certifications. If none, enter Nothing to Report with the current year.",
      "status": "partly-ready",
      "on_site": [
        "Golden Key International Honour Society, Member (Walden University), issued March 19, 2022; externally verified credential (JW-CV-HON-001).",
        "The Fellowships page records applications and evaluations (Echoing Green, NAEd/Spencer, ACLS, Mellon/ACLS). None is recorded as an award, so none is listed as an honor here."
      ],
      "owner_actions": [
        "Add any other awards, scholarships or recognitions received (up to 15 entries in total)."
      ],
      "evidence_links": [
        [
          "Golden Key certificate (PDF)",
          "/evidence/academic-honors/golden-key-membership-certificate-2022.pdf"
        ],
        [
          "Verify Golden Key membership",
          "https://golden-key-international-honou.verified.cv/en/verify/22293507649075"
        ]
      ]
    },
    {
      "form": "Supplement",
      "name": "Contributions to Science",
      "required": true,
      "limit": "Up to 5 contributions; each no longer than half a page and 2,000 characters",
      "rule": "For each: historical background, central findings, influence on science or on health or technology applications, and your specific role. No figures, tables or graphics. Same reference rule as the Personal Statement. Work under development may be mentioned. Enter N/A if none.",
      "status": "owner-to-write",
      "candidate_themes": [
        "Governance accountability architecture and institutional trust (Products: governance accountability and institutional trust group)",
        "Faithful Intelligence: theological and epistemic governance of AI in education (AI governance group)",
        "Readiness and audit-control extensions of Lean Six Sigma (process improvement group)",
        "Learning and instructional access (education and learning group)",
        "Constitutional and institutional governance analysis (constitutional and institutional law group)"
      ],
      "owner_actions": [
        "Pick up to five themes and write each one in your own words: background, findings, influence, your role."
      ]
    },
    {
      "form": "Both",
      "name": "Certification and signature",
      "required": true,
      "limit": "Signature date within 12 months before submission",
      "rule": "You certify the information is current, accurate and complete; that you are not a party to a malign foreign talent recruitment program; and that you completed research security training within 12 months before submission. Disclose contracts and support tied to foreign government-sponsored programs, including talent recruitment programs. Certification is done in your own SciENcv account and cannot be delegated.",
      "status": "training-complete",
      "on_site": [
        "Research Security Training (Combined), CITI Program, University of South Carolina affiliation: completed October 18, 2026, score 100%, expires October 18, 2027 (CITI record 70645209).",
        "The 12-month window in the certification runs from the completion date, so this training covers submissions through October 18, 2027.",
        "CITI states the course contains the SECURE Center Consolidated Training Module, designed to meet the CHIPS and Science Act research security training requirements and recognized by NIH, NSF, DOE, DOD, NASA and USDA."
      ],
      "owner_actions": [
        "Certify the Common Form in your own SciENcv account (it cannot be delegated) and sign within 12 months of submission.",
        "Review the NSPM-33 disclosure table before certifying.",
        "Before October 18, 2027, retake research security training if you will submit after that date."
      ],
      "evidence_links": [
        [
          "Research Security Training certificate (PDF)",
          "/evidence/research-training/citi-usc-research-security-training-2026.pdf"
        ],
        [
          "Verify with CITI (record 70645209)",
          "https://www.citiprogram.org/verify/?w28316a8e-91ac-42cf-a746-2869315dcca7-70645209"
        ],
        [
          "CITI register entry",
          "/evidence-cv/citi-research-training/#jw-cv-citi-usc-007"
        ],
        [
          "CITI course description",
          "https://about.citiprogram.org/course/research-security-training-combined/"
        ],
        [
          "Grant COI & time-commitment readiness",
          "/biosketch/coi-readiness/"
        ]
      ]
    }
  ],
  "resources": [
    {
      "group": "NIH",
      "title": "NOT-OD-26-079: Upcoming system enforcement of Common Forms and end of leniency period (April 21, 2026)",
      "url": "https://grants.nih.gov/grants/guide/notice-files/NOT-OD-26-079.html"
    },
    {
      "group": "NIH",
      "title": "NOT-OD-26-018: Common Forms for due dates on or after January 25, 2026",
      "url": "https://grants.nih.gov/grants/guide/notice-files/NOT-OD-26-018.html"
    },
    {
      "group": "NIH",
      "title": "Biographical Sketch Common Form instructions (PDF)",
      "url": "https://grants.nih.gov/sites/default/files/Common%20Form%20NIH%20Biographical%20Sketch_FINAL.pdf"
    },
    {
      "group": "NIH",
      "title": "NIH Biographical Sketch Supplement instructions (PDF)",
      "url": "https://grants.nih.gov/sites/default/files/NIH%20Biographical%20Sketch%20Supplement_FINAL.pdf"
    },
    {
      "group": "NIH",
      "title": "Biographical Sketch Common Form (forms directory)",
      "url": "https://grants.nih.gov/grants-process/write-application/forms-directory/biographical-sketch-common-form"
    },
    {
      "group": "NIH",
      "title": "NIH Biographical Sketch Supplement (forms directory)",
      "url": "https://grants.nih.gov/grants-process/write-application/forms-directory/nih-biographical-sketch-supplement"
    },
    {
      "group": "NIH",
      "title": "File naming guidance for attachments",
      "url": "https://grants.nih.gov/grants-process/write-application/how-to-apply-application-guide/format-attachments#filenames"
    },
    {
      "group": "SciENcv",
      "title": "SciENcv",
      "url": "https://www.ncbi.nlm.nih.gov/sciencv/"
    },
    {
      "group": "SciENcv",
      "title": "My NCBI",
      "url": "https://www.ncbi.nlm.nih.gov/myncbi/"
    },
    {
      "group": "SciENcv",
      "title": "SciENcv FAQs (research.gov, PDF)",
      "url": "https://www.research.gov/common/attachment/Desktop/SciENcv-FAQs.pdf"
    },
    {
      "group": "NSPM-33",
      "title": "NSPM-33 definitions (NSF, PDF)",
      "url": "https://www.nsf.gov/bfa/dias/policy/researchprotection/nspm33definitions.pdf"
    },
    {
      "group": "NSPM-33",
      "title": "Pre- and post-award disclosures table (NSF, PDF)",
      "url": "https://www.nsf.gov/bfa/dias/policy/nspm_disclosuretable/nspm33_disclosuretable_sept2022.pdf"
    },
    {
      "group": "Guidance",
      "title": "CITI Program: Research Security Training (Combined)",
      "url": "https://about.citiprogram.org/course/research-security-training-combined/"
    },
    {
      "group": "Guidance",
      "title": "Stanford ORA: NIH Common Form Biosketch and Biosketch Supplement",
      "url": "https://ora.stanford.edu/resources/disclosure-resources/national-institutes-health-nih/nih-common-form-biosketch-biosketch"
    },
    {
      "group": "Guidance",
      "title": "Stanford ORA: NIH Common Form FAQs",
      "url": "https://ora.stanford.edu/resources/disclosure-resources/national-institutes-health-nih/nih-common-form-faqs"
    },
    {
      "group": "Guidance",
      "title": "Stanford ORA: NIH training requirements",
      "url": "https://ora.stanford.edu/resources/disclosure-resources/national-institutes-health-nih/nih-training-requirements-faculty-and"
    },
    {
      "group": "Statute and policy",
      "title": "Public Law 117-167 (CHIPS and Science Act, August 9, 2022): research security, §§ 10631–10638 (42 U.S.C. 19231–19237)",
      "url": "https://www.govinfo.gov/content/pkg/PLAW-117publ167/html/PLAW-117publ167.htm"
    },
    {
      "group": "Statute and policy",
      "title": "NSPM-33: Presidential Memorandum on United States Government-Supported Research and Development National Security Policy (January 14, 2021)",
      "url": "https://trumpwhitehouse.archives.gov/presidential-actions/presidential-memorandum-united-states-government-supported-research-development-national-security-policy/"
    },
    {
      "group": "Statute and policy",
      "title": "2 CFR 200.318: procurement standards, including conflicts of interest",
      "url": "https://www.ecfr.gov/current/title-2/subtitle-A/chapter-II/part-200/subpart-D/subject-group-ECFR45df7f6fdd8b3b0/section-200.318"
    },
    {
      "group": "Statute and policy",
      "title": "2 CFR 200.112: conflict of interest disclosure",
      "url": "https://www.law.cornell.edu/cfr/text/2/200.112"
    },
    {
      "group": "This site",
      "title": "Grant readiness: conflicts of interest and time commitment",
      "url": "/biosketch/coi-readiness/"
    }
  ],
  "verification": "Rules checked on 2026-10-19 against NIH's Common Form instructions (uploaded by the owner; OMB No. 3145-0279), NIH's Supplement instructions PDF, NOT-OD-26-079 and the NIH forms-directory page for the Supplement. Stanford ORA's page was used for the section mapping and resource list."
}
