2023 Symposium Topics
| Title | Presenter | Description | Materials | RACC | ||
|---|---|---|---|---|---|---|
| Tango Card for Study Subject Incentive Processes | Brett Kenney, Brooke O'Neal, Amanda Chang, Samantha Thompson | This session will provide a review of the Tango request form and process for campus. | Presentation Recording | Yes | ||
| Industry Contracts, Budgets and Payment Schedules. Oh my! | Chrissy Kinkade | Describe how working with industry differs from other sponsors. Identify best practices when drafting industry sponsored budgets. Outline key points to consider when developing a payment schedule. Highlight important contract provisions in industry agreements. | Presentation Recording | Yes | ||
| iLabs: General Info, Tips, and Tricks | Michael Akridge, Ben Wright | This training will provide users and managers insight on how to properly manage their account, lab, and/or department. We will discuss the different user roles, responsibilities, access, and rights to better function in their role. | Presentation Recording | Yes | ||
| Research Core Agreements: Contracts Between Core Facilities and External Customers | Diane Koltz, Ben Wright | Does your core have external customers? Are you interested in expanding your core's customer base to include external customers? This session will provide details on what should be in place in order to provide services to external customers and how to conveniently ensure that those contracts are submitted and executed appropriately. The OSP Contracting Team assists cores through the process of creating, negotiating, and executing these agreements. Presenters will summarize the contract process, provide helpful information on the expectations for core facilities, discuss commonly-asked questions and obstacles, and detail changes to streamline contract execution. Core directors, staff, and anyone involved with agreements between core facilities and external customers are encouraged to attend. | Presentation Recording | Yes | ||
| Navigating the New OSP Website | Amanda Chang, Samantha Thompson, Jen Barnett | This session provides an overview of the new OSP website, which includes the new organization and additional resources. | Presentation Recording | No | ||
| Clinical Trial Set-Up Process Flow from ALICE to RAMSeS | Ashwini Roy-Chaudhury, Kimberly Austin, and Jennifer Teixeira | Presentation Recording | Yes | |||
| Looking Ahead: A Panel on Upcoming Research Security Program | Joy Bryde, Brian Collier, William Bucha | Presentation Recording | No | |||
| Essentials of Budget Development & Avoiding Pitfalls | Marybeth Lavrakas, Jim Kenny | This session is designed to enhance your budget development skills. We will examine specific cost categories, review common challenges, and offer strategies to evade pitfalls. | Presentation Recording | Yes | ||
| P-Cards for Study Subject Incentive Processes | Amanda Chang, Samantha Thompson | This session will provide a review of the new P-Card request form and process for campus. | Presentation Recording | Yes | ||
| Accounting Best Practices in ConnectCarolina: Understanding Balance Sheet and Journal Entries | Hua Shen, Daysi Allen, Nicholas Shives | Presentation Recording | Yes | |||
| Understanding the DUA & MTA Process | OSP Contracting Team | Presentation Recording **Please note that, due to a technical difficulty, the beginning portion of this presentation's audio is unavailable** | Yes | |||
| Rate Reviews for Research Service Centers/Core Facilities | Brian Bertlshofer JR Pike, Ben Wright | Does the thought of an upcoming rate review keep you up at night or lead to stress-induced questioning of career choices? We are here to help! The OSP Cost Analysis and Compliance Team, along with the OVCR/OSP Research Core Development Team, will provide updates and information on the rate review process for research service centers (core facilities). Presenters will discuss commonly-asked questions, changes and improvements made to the review process, helpful tips and tricks, and guidance on obtaining financial information required for completing the rate review documents. Core directors and anyone associated with RSC rate reviews are invited to attend. | Presentation Recording | Yes | ||
| Common COI Challenges and FAQs | Joy Bryde | Presentation Recording | Yes | |||
| Navigating the Purchasing Process | Christy Baldridge, Mark Sillman | Presentation Recording | Yes | |||
| Reviewing and Resolving Effort Tasks in the ecrt Effort Reporting System | Brian Bertlshofer, JR Pike | The effort certification process can be fast paced and confusing at times. One source of confusion can be determining what to do with an effort task. During this session you will learn more about what generates an effort task and how to perform the analysis to take action and resolve the tasks in your worklist. Effort Coordinators interested in becoming more efficient with the ecrt system and learning more about the building blocks of effort certification are invited to attend. | Presentation Recording | Yes | ||
| The Clinical Research Landscape: A Finance and Operations Perspective | Ashwini Roy-Chaudhury, Bill Elmore | Presentation Recording | Yes | |||
| Navigating the Slippery Slopes of Transformational Leadership | Stacy Barca, Lance Underwood | Presentation Recording | Yes | |||
| Service Center Model for Supporting Research Administration | Yana Biblin, Ross Babinec | Presentation Recording | No | |||
| Cash Advances - Request Form and Voucher Process | Amanda Chang, Samantha Thompson, Brett Kenney | This session will provide a review of the new Cash Advance request form and process for campus. | Presentation Recording | Yes | ||
| Prior Approvals and Budget Revision | Kathryn Calderone, Caitlin Murn | Presentation Recording | Yes | |||
| Is it A Gift or A Sponsored Project? | Christina Lawrence | Presentation Recording | Yes | |||
| Research Core Development: Updates and Initiatives | Kara Clissold, Ben Wright | The OVCR/OSP Research Core Development Team will provide updates on current initiatives and a look ahead to future plans. Updates will include iLabs, financial reporting, asset management, rate reviews, vendor events, and highlights from FY2023. Core directors, core staff, and anyone working closely with core facilities are encouraged to attend. | Presentation Recording | No | ||
| Let’s Talk: A Forum for Administrators Engaged in the Award Lifecycle | Amy Elliott, Chester Williams, Penny Hawkins, Nhandi Kenion | Create a comfortable, engaging and interactive environment that offers a space for Administrators in OSP and campus departments to network, discuss topics and learn from each other Enhance the professional role of Administrators and improve the quality of the work environment | Presentation Breakout: Stress & Time Management Breakout: Training Breakout: Effective Communication Breakout: Professional Development | Yes | ||
| CRMS and ALICE | Laura Parker, Cassandra Barnhardt | Presentation Recording | Yes | |||
| RAMSeS: Essentials of the IPF | OSP Research Administration Team | Presentation Recording | Yes | |||
| Introducing Dimensions and Altmetrics | Heidi Becker, Fei Yu | Recording | No | |||
| Export Compliance For University Research Administrators: A Practical Guide | William Bucha, Quinton Johnson | Presentation Recording | Yes | |||
| RAMSeS: Essentials of Project Administration and RAMTracker Search | OSP Research Administration Team | Presentation Recording | Yes | |||
| Grant Management from the Department Perspective | Lexie Groner, Bridget Hollingsworth | Best practices for managing a multi-million-dollar, multi-part award. The focus will be on communication, documentation, and compliance between project staff and departmental research administration in successful award management. | Presentation Recording | Yes | ||
| OSP Advance Reconciliation Form and Journal Process | OSP Pre-Audit Team | Presentation Recording | Yes | |||
| Using Qualitative Methods to Ensure Fair Assessment of Applicants | Melody Snow | Presentation Recording | Yes | |||
| SPARC: the New and Improved SIP | Brie Teer, Kimberly Austin | Presentation Recording | Yes |
2022 Symposium Topics
| Time | Title | Presenter | Materials | RACC |
|---|---|---|---|---|
| 8:15 - 8:35 | Welcome & Keynote Speaker | Penny Gordon-Larsen | No | |
| 8:45 - 9:30 | Subagreement Updates | Kim Austin, Liz Powell, Brie Teer | Presentation Recording | Yes |
| 8:45 - 9:30 | The Basics of Initiating & Funding a Sponsored Project | Fatou N'Diaye, Cara Petitt, Lance Underwood | Presentation Recording | Yes |
| 9:10 - 9:30 | NSF OIG Audit: Promising Practices for Award Management | Brian Bertlshofer, Tracey Lemming, David Paul, Ben Wright | Presentation Recording | Yes |
| 9:45 - 10:05 | Contracting Updates | Liz Powell | Presentation Recording | Yes |
| 9:45 - 10:30 | Subrecipient v. Contractor | Stacy Barca, Rhonda Fuquay, Cindy Hoffmeier | Presentation Recording | Yes |
| 9:45 - 10:30 | Conflict of Interest for SBIR/STTR | Joy Bryde | Available upon request to COI Office | Yes |
| 10:10 - 10:30 | Subagreement Initiation Portal Updates | Kim Austin, Brie Teer | Presentation Recording | No |
| 10:45 - 11:30 | Research Core Development: Initiatives and Updates | Meghan Kraft, Ben Wright | Presentation Recording | No |
| 10:45 - 11:30 | NIH Budgeting Basics | Jack Hartley, Jim Kenny | Presentation | Yes |
| 2:00 - 2:20 | Leveraging Purchasing Services as an Enabler to Research | Troy Morse | Presentation Recording | No |
| 2:00 - 2:45 | Export Compliance at UNC: Panel Discussion | Amanda Craigen, Quinton Johnson, Kim Priebe, William Bucha, Lance Underwood | Presentation Recording | Yes |
| 2:25 - 2:45 | Study Subject Payments: Let’s Get Digital! | Brett Kenney | Presentation Recording | No |
| 3:00 - 3:45 | Curious about Organizational Conflicts of Interest (OCI)? | Walker Parrish | Available upon request to COI Office | Yes |
| 3:00 - 3:45 | Improving Data Management and Reproducibility Through LabArchives Electronic Lab Notebooks | Hannah Clark | Recording | No |
| Time | Title | Presenter | Materials | RACC |
| 8:45 - 9:05 | F&A Rate Proposal – Departmental Support | Brian Bertlshofer | Presentation Recording | No |
| 8:45 - 9:30 | Effort Certification Updates | J.R. Pike | Presentation Recording | Yes |
| 9:45 - 10:05 | Introducing the New Website | Amanda Chang, Samantha Thompson | Presentation Recording | No |
| 9:45 - 10:30 | Pain Points in Award Management | Stacy Barca, Dani Burns | Presentation Recording | Yes |
| 9:45 - 10:30 | Privacy and Research | Katherine Georger, Michael Goode | Presentation Recording | Yes |
| 10:45-11:30 | Little things that make a big difference: Keys to successful financial grant management | Ryan Hermreck, Allison Wykoff | Presentation Recording | Yes |
| 10:45 - 11:30 | Audit Ready Files for Financial Transactions | Ellen donna brooks | Presentation | Yes |
| 10:45 - 11:30 | RAM Reports: What It Can Do and What's New | David Paul | Presentation Recording | No |
| 11:45 - 12:30 | Institutional Science & Security Program | Joy Bryde | Available upon request to COI Office | Yes |
| 11:45 - 12:30 | Research Service Center (RSC) Rate Reviews and Research Core Development Updates | Meghan Kraft, J.R. Pike, Ben Wright | Presentation Recording | No |
| 12:30 - 1:15 | Symposium Networking and Raffle | No |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| Proposal Budgeting Fundamentals | Stacy Barca, Amy Grissom, and Martika Jenkins Objectives: Cost Principles Compiling Your Budget Facilities and Administrative (F&A) Costs Cost Share Common Budgeting Concerns & Best Practices | Presentation Recording |
| BOA Prepaid Cards | Ben Wright and Brett Kenney This session will offer an introduction to Bank of America prepaid cards and how they can be used for UNC study subject payments or participant incentives. Note: The new Study Subject Payment account code is 523150. | Presentation Recording |
| Research Playbooks | Samantha Thompson and Liz Powell Learning Objectives: Background and Overview of Playbooks Understanding and Using the Playbooks Introducing New Playbook Demo of New Playbook | Presentation Recording |
| The Fundamentals of Effort | JR Pike The presenter will provide information on the foundational concepts of effort and effort reporting. | Presentation Recording |
| OnCore Demonstration | Chris Mulhern, Jennifer Mead, Christine Smith A web demonstration of OnCore systems. | Presentation Recording |
| Research Conflict of Interest: Top 10 Things you should know! | Joy Bryde and Jennifer Teixeira Types of Conflict of Interest Individual – RAMSeS Organizational Subaward SBIR/STTR Unusual Situations Common Places to Stumble Planning for Success OSR Contact COI Program Contact | Presentation Recording |
| Best Practices in Clinical Trials | Chris Nelson Learning Objectives: Describe ways to avoid common pitfalls encountered during study start-up Determine steps to take to ensure successful clinical trial implementation Apply best practices to study activities | Presentation |
| Subrecipient or Consultant? | Stacy Barca and Dani Burns Is it a subrecipient or supplier/consultant? Learn how to appropriately classify the legal relationships you enter into with partnering entities. | Presentation Recording |
| RAM Reports Update | Gladys Donkeng, Jenifer Gwaltney, David Paul This session provides a review of the new tool for the financial management of sponsored projects, RAM Reports. It will also review the recent enhancements and future initiatives. | Presentation Recording |
| Departments and OSR Partnering for Subagreements | Brie Teer and Amy Mabry This presentation will focus on providing information surrounding the overall process and documentation. | Presentation Recording |
| NDAA Section 889 Compliance Overview | Brian Collier and Judy Faubert Understand what NDAA Section 889 is, it’s impact to the University, and how to be compliant. | Presentation Recording |
| Budgeting Clinical Trials & Primer on RAMSeS IPF | Jill Cunnup and Cassandra Barnhart This session will provide guidance for budgeting a clinical trial and review the sections of the RAMSeS IPF. | Presentation Recording |
| COVID-19 Panel | Jennifer Teixeira, Brian Bertlshofer, and David Paul OSR Leadership will share updates on COVID-19’s impact on research and answer pre-submitted questions from the audience. | Presentation Recording |
| Award Closeout & Final Invention Statements | Dzenita Blackwell, Amanda Chang, Jim Kelly This session will focus on Award Closeout process and Final Invention Statements. | Presentation Recording |
| Research Service Centers | Brian Bertlshofer This session will assist in the understanding of the operational context of Research Service Centers (RSC) and key compliance issues related to RSC management at UNC-Chapel Hill. | Presentation Recording |
| Working with Campus Journals in ConnectCarolina | Yiwen Wang, Cathi James, Deborah Johnson, Sheri Olson We will explain types of campus journals, demonstrate how to navigate campus journal matrix and review journal examples, share frequently asked questions. | Presentation |
| Working with Industry | Liz Powell, Joon Cho, and Christine Kinkade Defining roles and responsibilities in working with industry: Describe how working with industry differs from other sponsors Identifying important contract provisions in industry agreements COVID-19 impacts on industry projects | Presentation Recording |
| OSR Updates & Leadership Panel | David Paul, Jennifer Teixeira, Brian Bertlshofer, Jen Gwaltney, and Amanda Chang OSR Leadership will share several updates on current and ongoing projects as well as respond to the panel questions submitted. | Presentation |
| Subagreement Initiation Portal Updates | Stacy Barca and Brie Teer Learning Objectives: Recent Changes to Subaward Initiation Portal (SIP) Amendments vs. Full Agreements Data Use Agreements IRB Questions Additional Funding vs. Carryover Uploading of Subaward Documents New Instructions Best Practice – Use RT Transparency for follow-ups | Presentation Recording |
| Science & Security Panel | Brian Collier, Sherry Whitaker, Joy Bryde and Judy Faubert OSR Leadership will share updates on COVID-19’s impact on research and answer pre-submitted questions from the audience. | Presentation Recording |
| Other Support Tool | Amanda Chang In this session, we will review training on how to use the new tool, who has access and what information you can generate with the tool as well as provide examples on the three sponsor templates available: NIIH, DOD, and NSF. | Recording |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| Demystifying Invoicing and Financial Reporting | Ryan Hermreck Learn how award billing is processed through ConnectCarolina and best practices for working with OSR on invoicing and reporting. | Presentation |
| Overview of Export Control | Daniel Vick Overview and best practices for Export Control compliance. | Presentation |
| ServiceNow and OSRHelp@unc.edu | Katharine Barna, Amanda Chang, Kate Hash Learn about the new ServiceNow portal and how you need to submit your help requests to OSRHelp. | Presentation |
| Updates from OSR Cost Analysis and Compliance | J.R. Pike, Ben Wright Overview of the recent NSF Audit, team updates for pre-audit and cost accounting and effort teams. | Recording | Presentation |
| Technology Commercialization at UNC | Kelly Parsons Learn about technology commercialization at UNC and the office that supports this effort. | Presentation |
| Carolina RAPiDs | Amanda Chang, Kyle Mullaney, Sam Thompson Introduction to OSR's new online research administration training system and certificate program | Recording |
| OSR Reports and Queries | Jim Kelly, Dan Stroupe Learn how to manage grants accounting by using the OSR reports and queries available to campus. | Presentation |
| Panel Discussion on Foreign Influence | Robin Cyr, Brian Collier, David Paul, Judy Faubert Join a panel discussion on concerns regarding inappropriate foreign influence and university research. | N/A |
| IRBIS Updates and Commercial IRB | Cassandra Myers Learn about new updates to the IRBIS system and commercial IRBs. | Presentation |
| SBIR/STTR and COI | Joy Bryde and Jennifer Teixeira Learn key tips working with SBIR/STTR programs and COI compliance. | Presentation |
| Organizational Conflict of Interest | Kristen Ryan Learn how to recognize Organizational COI and the process for its review and management at UNC. | N/A |
| Oh No, Not Another Budgeting Session: But Seriously, What Did I Forget? | Betty Morgan, Lorrie Robbins Overview of common errors in creating a budget, as well as tips and tricks on avoiding them. | Presentation |
| Other Support Tool | Amanda Chang, Mel Jones Learn about the new tool for compiling Other Support (current and pending support). | N/A |
| How to Work with Industry? | Joon Cho, Liz Moore Learn tips and best practices for working with industry. | Presentation |
| Subagreement Initiation Portal Overview | Brie Teer, Stacy Barca Learn about the new Subagreement Initiation Portal. | Presentation |
| NIH Prior Approvals | Stacy Barca, Dani Burns Learn how to organize a clear prior approval request to NIH and importance of submitting them in a timely manner. | Presentation |
| The Limited Submission and Award Process | Nathan Blouin, Denise Lindley Overview of limited submissions and the review and approval process for these proposals at UNC. | Recording | Presentation |
| RAM Tracker Dashboard | Jennifer Teixeira, John Stephenson Learn about the updated RAM Tracker Transparency Dashboard and future initiatives for this tool. | N/A |
| Principal Investigator Transfers | Lorrie Robbins 15 minute sessions concentrated on a topic or process. | Recording | Presentation |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| Agreements 101 | Liz Thornberry-Moore, Bettina Lampkin: Overview of the types of agreements that OSR recieves, and the central office and campus responsibilities involved. | Presentation |
| Agreements 102 | Liz Thornberry-Moore, Lorrie Robbins: Overview of negiotiating agreements/contracts, what OSR looks for and common terms to be aware of. | Presentation |
| Ask the Experts: OCT, OHRE and IACUC | Rebecca Dye, Colleen Fritsche, Cassie Myers, Christine Nelson: Q&A session with leadership from OCT, OHRE and IACUC concerning research. | Presentation |
| Cost Sharing | Stacy Barca, Ryan Hermreck: Overview of what cost share is, the governing regulations, how and when to propose it and how to monitor and report it. | Presentation |
| Just-in-Time: Concepts and Review | Kim Jones, Jim Kenny: Sponsored Programs Office provides information on Just-in-Time submissions for NIH. | Presentation |
| OSR Leadership Forum | OSR Leadership: Overview of different units within OSR and their responsibilities, along with pre-determined questions and answers from campus. | Presentation |
| Primer on Closeout of Awards | Sponsored Project Accountants: Overview of what OSR needs for closing an award and how campus can help. | Presentation |
| Subawards - The Big Picture | Jennifer MnGinnis, Elisabeth Rogers, Diana Stanley: An overview of what material is needed for subagreements and UNC's process. | Presentation |
| Subrecipient vs. Vendor | Megan Tirpak: Understanding the difference between Subrecipients and Vendors and how to proceed when you have them. | Presentation |
| A Summary of Conflict of Interest | Joy Bryde, Kristen Ryan: Overview of Conflict of Interest Program, the types of research conflict that exisit, how to spot them and what do if you do. | Presentation |
| Understanding the Clinical Trial Process | Andrea Eiring, Marybeth Lavrakas, Christine Nelson: Overview of the Clinical Trial process at UNC and resources when working with clinical trials. | Presentation |
| What is a Proposal & How do I get started? | Betty Morgan, Lorrie Robbins: Overview of types and main components of proposals, as well as OSR's expections for proposals. | Presentation |
| Mini Sessions | ||
| ConnectCarolina: Finding, Understanding & Resolving Errors | Katharine Barna, Chris Minter: Commons errors you may see when working in ConnectCarolina, what they mean, and how to resolve them. | Presentation |
| Finance: P-Card Updates & Liquidating Encumbrances | Brett Kenny, Ben Wright: Overview of release of prepaid cards and how to use them for sponsored research. | Presentation |
| RAM Tracker Transparency Overview | Brian Collier, John Stephenson: Introduction to the RAM Tracker Transparency initiative. | N/A |
| Reporting with Confidence & Ease | Ross Babinec, Tonya Watkins: Tools on monitoring and reconciling expenditures using Excel and other tools for financial reports on sponsored projects. | Presentation |
| OSR Website Updates | Amanda Chang, Samantha Thompson, Megan Tirpak: Introduction to the revised OSR website, updates to be aware and navigating the new layout. | N/A |
| Overview from the Office of Research Development | Alexia Kelley: Overivew of Research Development's responsibilities in sponsored research and the resources they provide to campus. | Presentation |
| Using Grants.gov Workspace | Sarah Hamilton, Scott Young: Introduction to the new Grants.gov Workspace system and how this impacts sponsored research at UNC. | Presentation |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| Ask the Experts Panel | Leadership: Leadership within research offices provided answers to pre-determined questions. | Presentation |
| Budgeting Essentials | Kati Chipps, Debbie Sanabaria: Overview of guidelines for bugeting and highlights considerations for creating a budget. | Presentation |
| Clinical Trials at UNC | Christine Nelson: Overview of Office of Clinical Trials, their responsibilities and process for clinical trial research. | Presentation |
| Closeout Management | Jenifer Gwaltney, Dzenita Blackwell: Updates on the closeout progress by OSR, their process and what campus can do to assist in the clseout process. | Presentation |
| ConnectCarolina for Contracts & Grants | Celia Gravely, Patrick Amihere: Overview of ConnectCarolina and the financial management and reporting for research within the system. | Presentation |
| OSR Updates | OSR Leadership: Updates from each OSR unit, including process changes, policy revisions, guidance and tools and upcoming changes for Research Administration at UNC. | Presentation |
| Subrecipient Management | Stacy Barca, Lance Underwood, Ben Wright: Understanding what subrecipient management is and the guidelines that outline the requirements and expectations for management. | Presentation |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| 2016 Symposium Brochure | Event Program from the 3rd Annual Symposium for Research Administrators. The New Research Environment: A Unified Campus Collaborative. Overview of event schedule, session topics, and venue details. | Brochure |
| Key Queries in ConnectCarolina and InfoPorte | Susan McDonough, Celia Gravely: Key Queries You Should Know in ConnectCarolina and InfoPorte systems. How to find open requisitions, purchase order and voucher statuses, and more. | Presentation Useful Reports Handout |
| An Overview in Research Compliance | Robin Cyr: Review the various offices that comprise UNC's Research Compliance Program, their roles and main points of contact. In addition, the presentation includes the future vision for UNC's Research Compliance Program. | Presentation |
| Budgeting for Proposals | John Sites: Session addresses how to gather information needed to prepare and develop a proposal budget. Presentation discusses the sponsor solicitation, applicable guidance and policies, discuss the budget development process, and introduce a budgeting tool under development by OSR. | Presentation |
| Critical Thinking through the Lifecycle of a Sponsored Project | Kati Chipps, Lori Slack: Presenters share techniques for having crucial conversations with investigators and OSR as it relates to sponsored projects. What are the key questions administrators should be asking? | Presentation |
| Cost Transfer Policy | Martha Martin, Sarah Van Heusen: Details on defining cost transfers, documentation requirements, justification examples, and more. | Presentation |
| An Overview of the UNC-CH Research IT Landscape | John Stephenson: Presenters provide insight into the various systems that may be used during the life of a sponsored project, and how they may (or may not) talk to each other. | Presentation |
| An Exercise in Effort | Brian Bertlshofer, Aja Saylor: Presenters touch on all things related to effort - including; UNC's minimum effort policy, effort vs. salary support, as well as tracking and management of effort in ecert. | Presentation |
| Cost Sharing: Putting the Pieces Together | Karen Mansfield, Tracey Conrad: Presenters review all aspects and implications of cost sharing in relation to sponsored projects. | Presentation |
| Impending Policy Changes | Robin Cyr, Sarah Smith: Presenters highlight federal, state legislative, and UNC-GA policy changes proposed for the upcoming fiscal year. | Presentation |
| Preparing for Project Closeout | Kevin Cook, Ryan Hermreck: Presenters address what you should do to prepare for closeout and ensure a clean and easy end to a sponsored project. | Presentation |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| Grant Reporting in Infoporte | Nicole Sebik: Learn what resources are available to manage grant information through InfoPorte’s OSR Ledger Rollup as well as through the Transactions tab for OSR budget and expenses. Learn how you can use the Grant Profile tab to see detailed information on the project and award and how SAS reporting can be utilized for detailed account expenditure information. | Presentation |
| Uniform Guidance: Key points of the UNC Implementation | Sharon Brooks, Robin Cyr: New guidance in the management of federal funds went into effect late last year. You’ve likely heard about 2 CFR Part 200 (at OSR Quarterly Forums) and perhaps even read about it (in OSR Newsletters). Topics for discussion will include direct costing, prior approval, indirect cost (F&A), subrecipient monitoring, and reporting changes. Join us to get into the weeds with these new regulations and understand when they are applied to your federal funding | Presentation |
| Conflict of Interest | Joy Byrde: As research administrators, you play an important role in the Conflict of Interest process both at the individual and institutional level. In this session, you will get an overview of the federal requirements and tips on being proactive in getting COI disclosures and training completed in a timely fashion for your grants. | Presentation |
| eIPF as a Compliance Tool | Laurie Henry: The top ten things to know for successful pre-award submission. | Presentation |
| F&A Rate Overview | Brian Bertlshofer: Overview of the Facilities and Administrative (F&A) rate proposal development process including definitions, indirect vs. direct costs and grouping in pools and bases, rate calculations, and the rate negotiation process with the Federal Government. The presentation will also discuss UNC-CH’s F&A waiver policy. | Presentation |
| NIH Compliance: Public Access Policy & Biosketch | Barrie Hayes: This session will cover the NIH Public Access Policy and compliance requirements, including a tour of the bibliography management and compliance monitoring functions in My NCBI. This session will also introduce the new NIH Biographical Sketch format requirements effective for NIH and AHRQ grant applications submitted as of May 25, 2015. This class will include a walk-through of the logistical steps in My NCBI for 1) NIH Policy compliance and 2) preparing a bibliography with a public link for addition to the new Biosketch. | Presentation |
| Subrecipient Assessment and Monitoring - It Takes a Village | Sharon Brooks, Robin Cyr: Given the enhanced language in the Uniform Guidance (2 CFR Part 200) related to the oversight of subrecipient relationships, Each of us, including the PIs, as we are involved in the life cycle of these funding relationships will have a role in helping to ensure that the external parties are providing the level of stewardship and responsibility that is expected in the management of sponsored funds as a partner to UNC. | Presentation |
| Grant Transactions: Preparing and Tracking Voucher and Journal Entries in ConnectCarolina | Susan McDonough: Most transactions go through 5 basic steps in the ConnectCarolina. Learn more about these steps and what to watch for from the perspective of a grant. For example, budget checking/errors; payment posting; document and approval requirements; budget versus actuals. This session will help you better navigate in ConnectCarolina and how to follow the lifecycle of a transaction through the system. | Presentation |
| Cost Transfer Policy: Policy 500.20 Cost Transfers | Vanessa Peoples: In response to the Office of the Inspector General Audit findings, the Cost Transfer policy and procedure have been updated. This overview will provide information about timeliness and documentation requirements as well as the need for proper allocability, allowability, and reasonableness when justifying a cost transfer. | Presentation |
| Audits and Reviews - Who is Looking, Lessons Learned and How Can We be Prepared | Sharon Brook, Robin Cyr: Join us to take a peek at recent audits of sponsored programs activities and what actual findings can tell us. We will share the 'hot topics' that are getting attention and what we need to do as a community to be prepared when our time(s) comes. We will also spend time discussing the various responsibilities in meeting the requests of the auditors and the involvement of central OSR in these engagements. | Presentation |
| Grants Budgeting 101 | Kathryn Calderone, Anne Skilton: During this 2-Part interactive workshop, the instructors will review budgeting requirements unique to the world of sponsored projects. We will offer insights into the budget planning process, including determining direct costs, indirect costs, and cost-sharing. Participants will also learn about budgeting for patient care costs, participant support costs, consultants, and sub-awards. | Presentation |
| Project Closeout - The Last Step in Meeting Compliance Requirements | Jenifer Gwaltney: Join us for a discussion on the collaborative steps that need to take place in order to provide timely and accurate financial invoices and reports to the sponsors. We will take a look at the NOTR and provide tips and tools that should be used in this process. We will discuss our challenges and our obligations in this last step in ensuring compliance with project terms and conditions. | Presentation |
| Effort Reporting | Brian Bertlshofer: Learn why effort reporting is necessary for individuals paid on sponsored agreements and some of the biggest issues associated with effort reporting. The presentation will introduce the updated ecrt effort certification software and will discuss updates to UNC-CH’s effort reporting policies. | Presentation |
| Cost Share from Pre-Award to Closeout | Bridget H Poole, Brian Collier: This session will speak to these questions and when a cost share commitment comes to be - pre-award to closeout. Discussions on how to proactively and properly manage, track, and report these commitments will be included. We will also visit the UNC Policy Statement on Cost Share, spend some time in CC regarding the tracking of cost-share, as well as define the criteria and types of costs that represent valid cost-share dollars. | Presentation |
| Research Service Centers | Brian Bertlshofer: This session will assist in the understanding of the operational context of RSCs and key compliance issues related to RSC management. Attendees will gain an understanding of available references and guidance, establishing an RSC, developing RSC recharge rates, working with external customers, and the roles and responsibilities for RSC management | Presentation |
| National Science Foundation Overview | Marcia Margotta, Missy Wood: This workshop will provide an overview of the NSF and Fastlane proposal submission process. Participants will learn how to prepare NSF proposals for submission in Fastlane from a departmental perspective. In addition, participants will be given tips concerning common compliance checks from the OSR Pre-Award review perspective. | Presentation |
| Finding Efficiencies in Project ID Set-Up | Sarah Van Heusen, Megan Marie Tirpak: We will visit the negotiation processes with special mention of the terms/conditions and clauses that UNC cannot accept as a State agency. This session will also highlight research and animal subject protocols, financial conflicts of interest, and subaward documentation steps. Numerous compliance topics are addressed in this stage of the project life cycle, so ‘getting out of the gate’ toward Project ID set-up, will take all of us working together as efficiently as we can. | Presentation |
| Round Table Topics | Exception Letter, FAR Clauses, Publication Restrictions | Exception Letter Example FAR Clauses Publication Restrictions |
| Session Title | Description/Presenters | Materials |
|---|---|---|
| OMB Circular A-81 | The Super-Circular is coming aka OMB Circular A-81 | OMB Circular A-81 |
| Subrecipient Monitoring and You | Megan Tirpak, Justo Torres: This session will explore the foundations of Subrecipient Monitoring and provide a brief overview of the management process here at UNC-CH. Agreements with 2nd Tier recipients are a large contingent of the research portfolio. They also represent one of the larger risk areas in Research Administration. Covered topics will include; Subrecipient Monitoring through the life-cycle of a project, departmental and central office involvement in the monitoring process, and instructional audit findings related to Subrecipient Monitoring. | Sup Recipient Monitoring and You |
| Conflict of Interest | Joy Bryde: As research administrators you play an important role in the Conflict of Interest process both at the individual and institutional levels. In this session, you will get a snapshot of the requirements – the who, what, when, how many, and why of disclosures and as well as the training requirements. | Conflict of Interest |
| Cost Accounting | Liz Thornberry, Tracey Lemming: Do you ever wonder why you get questions about charges expensed on your research accounts? Cost Accounting Standards are guidelines to determine what are reasonable, allocable, and allowable expenses using research funds. As the central office for research, OSR is required to post-audit transactions to ensure these cost principles are being followed. This presentation will explore these guidelines in detail so that you can determine if charges are reasonable, allocable, and allowable before they are expensed. | Cost Accounting Standards and how they affect Research Administration |
| Pre-Award Updates | Martha Martin, Tania Osborn: An update on OSR Pre Award Services including: new Standard Operating Procedures (SOPs) designed to make your life easier… ahhh; the latest in rules and regulations from our top funding agencies and Pre Award Resources – how to find what you need, fast! | N/A |
| Contracts in a Nutshell | Diane Koltz, Angela Smolik: Seems like you need a contract for everything, doesn’t it. We will provide an overview of the different types of agreements and the necessity for each. | Contracts in a Nutshell |
| Prior Approval Requests | Justo Torres: This session will cover the conditions under which prior approval is required, the mechanics of requesting prior approval through OSR, and the authority granted for project changes under the Federal Demonstration Partnership (FDP) and Expanded Authority. | Prior Approval Request |
| Managing Award Closeouts | Vanessa Peoples, Jen Gwaltney: A smooth and thorough closeout of a sponsored award is essential as it is the last step to ensure all sponsor requirements have been met. The session will provide an opportunity to discuss best practices when completing a closeout. | Managing Award Closeouts |
| Managing International Projects | Joni Bowing: Do you sometimes wonder what your colleagues in Chapel Hill are doing? Imagine those colleagues being located in more than 35 countries and trying to monitor all the staffing and finances from start to finish. MEASURE Evaluation is an international health monitoring and evaluation project. It is the largest UNC research project on campus. In this session, we will learn how to work through different time zones; monitor employees, consultants and sub-recipients from afar; and tips for communication and cultural challenges. | Managing International Projects |
| Effort Reporting | Chris Lawless: Learn why effort reporting is necessary for individuals paid on sponsored agreements and some of the biggest issues associated with effort reporting. | Effort Reporting |
| Necessity for Congruency on the Grant Application for IACUC | Russell Hermans, Charlotte Coley: IACUC compliance means ensuring animal activity in the grant application has been approved in an IACUC protocol before an award is funded; learn what you can do to expedite the process. IRB compliance means ensuring human subject participation in the grant application has been approved in an OHRE – IRB protocol before an award is funded; learn what you can do to expedite the process. | IACUC Protocols |
| Necessity for Congruency on the Grant Application for IRB Protocols | Russell Hermans, Charlotte Coley: IACUC compliance means ensuring animal activity in the grant application has been approved in an IACUC protocol before an award is funded; learn what you can do to expedite the process. IRB compliance means ensuring human subject participation in the grant application has been approved in an OHRE – IRB protocol before an award is funded; learn what you can do to expedite the process. | IRB Protocols |
| FAR Contracts | Justo Torres: This session will outline the structure and purpose of the FAR and its role in federally-contracted research. Additionally, this session will discuss FAR and non-FAR based contract terms that are difficult for UNC to accept, as well as explore alternates to those terms. | FAR and Other troublesome clauses |
| Research Service Centers | Brian Bertlshofer: This session will assist in the understanding of the operational context of RSCs and key compliance issues related to RSC management. Attendees will gain an understanding of available references and guidance, establishing an RSC, developing RSC recharge rates, working with external customers, and the roles and responsibilities for RSC management. | Research Service Center |
| Audit Issues - Internal Audit materials | Phyllis Petree, Vanessa Peoples, Janet Rupert: When working with research dollars you will discover it is prudent to think like an auditor, because it is never a question of if there will be an audit, it’s only a question of when. Find out more about Internal Audit’s role within the university and the areas of compliance they have been focusing over the past year as well as what they will be focusing on in the coming year. Now having completed the Office of Inspector General (OIG) audit, OSR and Disbursement Services will share OIGs findings and report on areas of internal controls the university must address. | Audit issues Internal Audit |
| Audit Issues - Office of Sponsored Research materials | Phyllis Petree, Vanessa Peoples, Janet Rupert: When working with research dollars you will discover it is prudent to think like an auditor, because it is never a question of if there will be an audit, it’s only a question of when. Find out more about Internal Audit’s role within the university and the areas of compliance they have been focusing over the past year as well as what they will be focusing on in the coming year. Now having completed the Office of Inspector General (OIG) audit, OSR and Disbursement Services will share OIGs findings and report on areas of internal controls the university must address. | OSR Audit Issues |
| Audit Issues - Asset Management materials | Phyllis Petree, Vanessa Peoples, Janet Rupert: When working with research dollars you will discover it is prudent to think like an auditor, because it is never a question of if there will be an audit, it’s only a question of when. Find out more about Internal Audit’s role within the university and the areas of compliance they have been focusing over the past year as well as what they will be focusing on in the coming year. Now having completed the Office of Inspector General (OIG) audit, OSR and Disbursement Services will share OIGs findings and report on areas of internal controls the university must address. | Asset Management |
| Research Resources - Office of Research Development materials | Regina Bartolone, Kelly Parsons: ORD is in the business of connecting faculty’s ideas with funding trends and opportunities; find out how they can help you. OTD takes a researcher’s innovation to the next level by evaluating, patenting, licensing and networking with corporate sponsors; find out how they can help facilitate translation of new discoveries into the marketplace. | ORD Materials |
