2024 Symposium Topics

TitlePresenterDescriptionMaterials
Core Facility Rate ReviewsMeghan Kraft, Brian Bertlshofer, JR Pike, Michael Akridge This is a joint presentation with the RCD team and OSP CAC team on information and updates related to the rate review process.Presentation

Recording
Outgoing Subcontracts: Behind the Scenes and Best PracticesBrie Teer, Kaylie Orlan, Jenna WestThe presentation will provide a “behind the scenes” view at what is involved in executing an outgoing subcontract, as well as best practices for the department personnel who work with outgoing subcontracts.Recording

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Training Grants: Pre and Post Award ManagementAshleigh Jackson, Candace LubarThis presentation will clarify the definition of "training grants or awards" within the UNC framework, ensure participants understand and can apply best practices for both pre- and post-award processes, and equip participants with troubleshooting strategies for handling real-life challenges associated with training grants.Recording

Presentation
Conflict of Interest - Organizational Conflict of InterestRaha KhademiThe objective is to enhance the campus research community’s knowledge and understanding of organizational conflict of interest. Recording
Tips & Tricks for Working with Industry ProposalsChrissy KinkadeDescribe how working with industry differs from other sponsors

Outline key points to consider when developing required documentation for OSP

Identify best practices when submitting documentation to OSP
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ABCs of NIH RPPRsJim Kenny, Jack HartleyThis presentation aims to provide research administrators with a foundational overview of the NIH Research Performance Progress Report (RPPR) process for submission. The discussion will cover the various types of RPPRs – SNAP, Non-SNAP, and Training, and highlight their specific requirements.Presentation

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Clinical Research Billing Compliance and the Billing Coverage Analysis (BCA)Nancy Garbarino, Tara Renee Krieg, Bill ElmoreThis session will cover how to use the BCA to ensure clinical research billing compliance and why this is important.Presentation

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Research Development ServicesNathan BlouinThis session will cover the Office of Research Development pre-award administrative functions that our office supports which include:

• internal seed funding

• limited submissions and awards process

• new in-progress business services
Presentation

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Data Use Agreements v. Collaboration AgreementsKhadeeja Mullard-Clements, Emily LinzData Use Agreements and Collaboration Agreements can be challenging. In this presentation, learn how to submit a DUA, identify the type of data needed, and how to provide the correct information on OSP's DUA form. We will also demonstrate how to build a lasting and mutually beneficial collaboration agreement. Presentation

Recording
Conflict of Interest - SBIR/STTRJoy BrydeThis session will enhance the campus research community’s knowledge and understanding of SBIR STTR.Recording
ALICE or RAMSeS: An Interactive Panel Discussion IStacy Barca, Kim Austin, Lance Underwood. Martika Jenkins, Cara Petitt, Angela SmolikConnect with OSP Research Administration unit leadership to learn how the teams and systems are structured to support various sponsored program tasks. This session will offer participants the opportunity to network and discuss any specific processes as well. Presentation

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Core Facility Systems - iLab, Infoporte, Tableau, AssetsBen Wright, Michael Akridge, Meghan Kraft This session will provide information about the new capabilities and systems utilized by core facilities at UNC.Presentation

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Cost SharingRyan HermreckThis presentation will provide an overview of cost share and how it works at UNC. Presentation

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Journey from Trial Interest to Participant Accrual: Charting the CourseAshwini Roy-Chaudhury, Paula SteeleReviewing the UNC Internal study start up process, discussing hurdles, delays, and solutions.Presentation

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Core Facility Billing and Accounts ReceivableBen Wright, Kara Clissold, Leah CombsInformation and helpful tips for collecting payments from external customers of core facilities. Presentation

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Financial Guarantee or Letter of Guarantee (LOG) Process Julie Cook, Sarah HamiltonThis presentation will review the submission process for LOGs, including when and why to submit, and the different types of requests.Presentation

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Institutional Review Board 101Carley Emerson, Todd Braswell, Celeste Cantrell• Understand the types of IRB review and IRB process

• Describe two IRB-related responsibilities for investigators after receiving IRB approval for a study

• Identify which events are reportable to the UNC IRB

• Demonstrate how the OHRE/IRB office must work in consultation with other research administrative offices
Presentation

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Effort Reporting FAQsJR PikeThis session will cover the frequently asked questions during the effort certification period in order to provide further knowledge and solutions to the common problems faced by certifiers and effort coordinators.Presentation

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Gifts v Sponsored Programs (Grants)Stacy Barca, Christina LawrenceDetermining whether funding is a gift, or a sponsored program can be challenging. Join this session to learn the distinctions between the funding types and resources available to support the proper classification of gifts v grants. Presentation

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Clinical Trial Budgets and Negotiations; Case Study to Keep Industry Projects ProfitableBill Elmore, Nicole Nelson, Olivia Kohrman, Jordan Thorndyke-RiceThis session will highlight how Clinical Trial negotiations and administration should:

• ensure UNC requests competitive professional rates

• the project has adequate effort to succeed

• all appropriate tasks not offered by Sponsors are covered
Presentation

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Research Core Development Team Info and Updates Ben Wright, Michael Akridge, Meghan Kraft This session will provide updates and information related to the Research Core Development Team's efforts to provide support to UNC core facilities. Presentation

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Transforming Research Administration with AI: Insights and Techniques Using Microsoft CopilotJim KennyThis session will explore the transformative impact of AI in research administration, with a particular focus on Microsoft Copilot. It will cover best practices, responsible usage guidelines, and effective prompting techniques to enhance administrative processes.Presentation

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Best Practices for Award Management for Research DepartmentsColette Dishakjian, Sarah DavisThis session will introduce a resource that gathered Best Practices for Award Execution and Management from departments engaged in sponsored research across campus.

We will highlight communication practices and workflows within a department and between the department and OSP and external stakeholders.

The goal of these best practices is to assist departments with efficient award execution and management.
Presentation

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Clinical Trial Management: A Research Team's Perspective - From Protocol Implementation to Sponsor PaymentsAshwini Roy-Chaudhury, Kelsey Haywood, Susan JacksonIllustrate how research study teams collaborate with many UNC groups to:

• implement the tasks required in the research protocol

• ensure the finances associated with the protocol tasks flow correctly

The road to the finish line is not always straight:

• managing amendments, AE's, incorrect bills, and the sponsor
Recording

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Participant Payments OverviewAmanda Chang, Stacey MastersLearn more about Greenphire as well as updates to Tango, and the best practices and guidelines for Cash Advance and P-Card participant payments processes.Recording

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Research Data Management CoreJon Crabtree, John Martin, Thu-Mai LewisUpdate on new guidelines for data management and sharing and the services of the RDMC.Presentation

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Guidance on Preparing Health Resources and Services Administration GrantsVictoria Soltis-Jarrett, Brittany Kenyon-FlattAt the end of this presentation, participants will be able to:

1. Understanding the role of HRSA and training grants

2. List the steps of writing the proposal from concept to submission
Presentation

HRSA Application Guide Handout

HRSA Research Application Guide Handout

Recording
How to Supersize Your FRIEs, Best Practices for Working with the Foundation Relations and Industry Engagement TeamDiane Royle, Heather KeckThis presentation will provide a high-level overview of who is included within the FRIE team and how the team routinely supports the UNC campus faculty, students, and staff. The presentation includes an overview of the major foundation/industry funders with which the FRIE team regularly works. Learn how team FRIE can support department colleagues for both pre- and post-award and how team members' expertise and funder relationships can add value to both proposal development and submission, as well as post-award stewardship.Presentation

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Institutional Integrity & Risk Management: PrivacyKatherine Georger, Michael GoodeThis presentation will discuss the European Union’s General Data Protection Regulation (“GDPR”) in Research. Topics include:

• Territorial and Material Scope of the GDPR

• Lawfulness of Processing under the GDPR

• GDPR Data Subject Rights

• GDPR Data Processing Agreements and Standard Contractual Clauses

• Privacy Incidents and the GDPR
Presentation

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RAM Reports Enhancements and Use CasesDavid Paul, Ashleigh JacksonLearn about the new Burn Rate enhancement and also gain a department's perspective on utilizing RAM Reports. Recording

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Independent ContractorsTracey Lemming, Anne Green, Jen ClarkA review of the best practices and essential actions necessary on timely paying independent contractors on sponsored programs. Presentation

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Let's Talk Forum 2024: Strengthening RA's through Innovations in Peer-to-Peer Support, Training & ResourcesAmy Elliott, Chester Williams, Penny Hawkins, Nhandi KenionPeer group discussion on upcoming initiatives.NA
Office of Animal Care OverviewRebecca Dye, Mike Chi, Colleen FritscheStaff from the Office of Animal Care and Use will present an overview of the roles and responsibilities within their group, discuss grant congruency reviews and Memorandum of Understanding agreements, and share some of the questions the office frequently receives. There will be a Q&A at the end of the session.Presentation

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Reliance ExplainedAriana Peden, Kristen Katopol• Examine the different types of reliance agreements.

• Distinguish when UNC IRB is willing to serve as the IRB of Record.

• Describe the documentation needed when entering into a reliance agreement.
Presentation

Recording
Clinical and Human Research Panel DiscussionValorie Buchholz, Jamie Kauwell, Carley Emerson, Ashwini Roy-ChaudhuryJoin a panel discussion with leadership and subject matter experts supporting clinical and human research efforts. Presentation

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University Export ComplianceTatiana ShapiroLearn the basics of Export Control Compliance as it applies to university research, with a focus on sponsored programs. This includes understanding regulatory regimes, key concepts, the University Export Compliance Program, and internal resources.Presentation

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Dimensions & AltmetricEmily Koechel, Xinyu PengJoin this session for an overview of two powerful resources that help researchers and departments seek collaborative opportunities, understand funding trends, and track the impact of their work.Presentation

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Accounting Best Practices in Connect Carolina: Understanding Balance Sheet and Journal EntriesNick Shives, Daysi Allen, Hua Shen, Monjur Rahman, Yiwen WangThe goals of this session are for the audience to better understand:
• The Connect Carolina (CC) system

• The campus journal structure within CC

• How to get journal entries approved

• Related CC reports

• Updates for FY25, including JSS and JCR
Presentation

Recording
OSP Leadership PanelDavid Paul, Brian Bertlshofer, Amanda Chang, Jenifer Gwaltney, Jennifer Teixeira, Ben WrightJoin a panel discussion with OSP leadership. NA
Reviewing and Interpreting RFPs & NOAsKathryn Calderone, Caitlin Murn, Ryan Bingham, Rhonda ClarkIn this session, presenters will walk participants through a variety of sponsor Requests for Proposal (RFPs) and Notices of Award (NOAs). Participants will also come away being able to identify key relevant information from both a pre-and post-award perspective.Presentation

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Science and Security Research Compliance PanelBrian Collier, Dustin Yocum, Tatiana Shapiro, Joy BrydeJoin a panel discussion with leadership and subject matter experts supporting compliance in science and security.Presentation

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