Session TitleDescription/PresentersMaterials
Grant Reporting in InfoporteNicole 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 fundingPresentation
Conflict of InterestJoy 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 ToolLaurie Henry: The top ten things to know for successful pre-award submission.Presentation
F&A Rate OverviewBrian 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 & BiosketchBarrie 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 VillageSharon 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 ConnectCarolinaSusan 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 PreparedSharon 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 101Kathryn 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 RequirementsJenifer 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 ReportingBrian 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 CloseoutBridget 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 OverviewMarcia 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-UpSarah 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 TopicsException Letter, FAR Clauses, Publication RestrictionsException Letter Example

FAR Clauses

Publication Restrictions