Training
OSR Training Library
CBT: Submitting Prior Approvals and Budget Revisions
The Office of Sponsored Research is pleased to announce updates for two important research administration processes: Prior Approval Requests and Budget Revisions. New tools have been developed to streamline both processes for department users with a new form for each process that can be used universally across all projects. This Computer Based Training (CBT) walks users through all the steps required to using the new forms. The new forms and accompanying quick reference guides and instructions may be found in Forms & Tools (link to forms page).
Effort Certification and Reporting Technology (ecrt) Training
Certifying personnel effort on sponsored research projects is a regulatory requirement under constant scrutiny by the Office of the Investigator General, NIH, and other federal agencies. The ecrt training resource provides the training and resources to complete the required reporting.
CBT: Grants.gov Workspace
This Computer Based Training (CBT) provides users a guide to working in Grants.gov Workspace. Workspace is a shared, online environment where members of a grants team may simultaneously access and edit different forms for a federal grant application.
National Council of University Research Administrators (NCURA) Training
The NCURA Life Cycle of the Award webinar series offers training on several broad research administration topics that are relevant to many institutions. Individuals who complete the webinar series will gain insight and knowledge of the award lifecycle from proposal development through award management, and become familiar with a variety of compliance topics essential to research administration.
Symposium for Research Administrators
The annual UNC Symposium for Research Administrators is a forum used to provide campus department administrators the most current information on policies, regulations, and best practices for conducting research at the University.
Past Training Opportunities
- Society of Research Administrators (SRA) Training: Basics of Research Administration
- Finding funding
- Pre-award
- Award acceptance
- Compliance
- Post-award
Dates: April 27-28, 2017 and July 27-28, 2017
The purpose of this training is to provide participants with a broad overview of the various aspects involved in research administration. The 2-day intensive course will discuss all areas of research administration:
Research Systems Training
RAMSeS Training
RAMSeS is the proposal submission system and award management system used for administrative management of all research agreements at the University.
Click here to access the RAMSeS Campus User Guide.
Cayuse Training
This is a proposal creation system, which corresponds with Grants.gov for submitting funding applications for specific Federal agencies.
ConnectCarolina Training
Training is provided by ITS, in collaboration with other central offices, on how to use the various applications within ConnectCarolina and InfoPorte for HR, Finance, Student Administration, and Research related activities. Click here for access to training for Research Administrators.
Upcoming Training
Calendar coming soon!
External Training Resources
- National Council of University Research Administrators (NCURA) Education Opportunities
- National Institutes of Health (NIH) Grants Training
- National Institutes of Health (NIH) eRA Commons User Guides
- National Science Foundation (NSF) Toolkit
- Grants.gov User Help
- Society of Research Administrators International (SRA) Education Opportunities
Training for Researchers and Research Administrators
Office of Clinical Trials Training
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Clinical Research Updates
Provides the most recent updates pertaining to clinical trials at the University, which was presented at UNC’s NRP June Meeting. - Clinical Research Personnel Training
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Good Clinical Practice (GCP)
GCP is the international ethical and scientific standard expected in the design, conduct, performance, monitoring, auditing, recording, analysis, and reporting of clinical trials. Effective October 1, 2014, all UNC-CH investigators and research staff who are involved in the design, conduct, or reporting of clinical trials involving human subjects AND a drug, device, or biologic are expected to document completion of GCP training.
This training provides guidance and an overview on working as a clinical research personnel at the University.
Conflict of Interest (COI) Training
COI Training is required for all individuals involved in research at UNC-Chapel Hill. The training will inform the individual of the University’s policies on conflict of interests, individual disclosure responsibilities and the Federal regulations on financial conflict of interests. Training must be reviewed and completed at least every four years.
Environmental Health and Safety (EHS) Training
EHS provides guidance and training on how to understand and comply with regulations regarding biological, chemical, radioactive and other hazardous material used in research.
Finance Training
Training and documentation provided by the UNC Finance Office for ConnectCarolina and related finance applications, such as InfoPorte and ePro.
Health Insurance Portability and Accountability Act (HIPPA) Training
Training for campus personnel regarding protected health information (PHI) and its transmission.
Institutional Animal Care and Use Committee (IACUC) Training
IACUC provides oversight of all animal subjects used in research at the University in compliance with Federal regulations.
Office of Human Research Ethics (OHRE) Training
Training provided for the ongoing educational process for Institutional Review Board (IRB) members, the staff of the IRB Office, campus researchers and their related administrative team on the ethical concerns and regulatory and organizational requirements for the protection of human subjects research.
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Collaborative Institutional Training Initiative (CITI)
All faculty and staff involved in Human Subject Research at the University must complete required CITI training related to the protection of human subject research.
Office of Research Information Systems (ORIS) Training Portal
This resource includes training from various central offices and centers involved in research at the University and provides a training tracking system for users.
Research Compliance Learning Community
A resource offered by the Research Compliance Program that includes training resources and contact information to aid campus researchers and department administrators involved in research at the University.
Responsible Conduct of Research (RCR) Training
A resource offered by the Research Compliance Program that includes the University’s Plan for Training in RCR along with helpful information for other research related resources.
Symposium for Research Administrators
The annual UNC Symposium for Research Administrators is a forum used to provide campus department administrators the most current information on policies, regulations, and best practices for conducting research at the University.
5th Annual UNC Symposium for Research Administrators
The event is hosted by UNC Kenan-Flagler Business School and sponsored by the Office of the Vice Chancellor for Research (OVCR) and Office of Sponsored Research (OSR). Thank you in advance to those who completed our pre-event survey. Your feedback and suggestions have been very helpful and we look forward to bringing campus an engaging and informative symposium!
Event date: Friday, August 10, 2018
Event time: 8:00 – 4:00pm
Location: McColl Building of the UNC Kenan-Flagler Business School (Directions)
Parking: UNC Kenan-Flagler Parking Deck – Gates Open for Event
Click here for a printable schedule with descriptions of each session.
| 8:00 - 8:45 am | Registration & Breakfast | ||
| 8:45 - 9:05 am | Welcome from David Paul | ||
| 9:05 - 9:15 am | Break | ||
| 9:15 - 10:15 am | Regular Sessions | ||
| Auditorium | OSR Leadership Forum |
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| Room 3500 | What is a Proposal & How do I get started? |
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| Room 3575 | Subawards - The Big Picture |
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| Room 3600 | Just in Time Concepts & Review |
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| Room 3650 | Subrecipient vs. Vendor |
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| 9:15 - 9:45 am & 9:50 - 10:20 am | Mini Sessions | ||
| Room 3000 | Finance: P-card Updates & Liquidating Encumbrances |
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| Room 3050 | Overview from Office of Research Development |
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| 10:15 - 10:30 am | Break | ||
| 10:30 - 11:30 am | Regular Sessions | ||
| Auditorium | Ask the Experts: OCT, OHRE, IACUC |
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| Room 3500 | Primer on Closeout of Awards |
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| Room 3600 | A Summary on Conflict of Interest |
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| Room 3575 | Cost Sharing |
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| Room 3650 | Subrecipient vs. Vendor |
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| 10:30 - 11:00 am & 11:05 - 11:35 am | Mini Sessions | ||
| Room 3000 | Reporting with Confidence and Ease |
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| Room 3050 | Using Grants.gov Workspace |
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| 11:30 am - 1:00 pm | Lunch & Expo | ||
| Lobby | |||
| Auditorium | |||
| Balcony Level | |||
| 1:00 - 2:00 pm | Regular Sessions | ||
| Auditorium | OSR Leadership Forum |
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| Room 3600 | What is a Proposal & How do I get Started? |
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| Room 3575 | Agreements 101 Bettina Lampkin - Sponsored Projects Accounting Manager, OSR |
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| Room 3050 | Subawards - The Big Picture |
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| Room 3650 | Understanding the Clinical Trials Process Clinical Trial Checklist Steps to obtaining your Project ID |
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| 1:00 - 1:30 pm & 1:35 - 2:05 pm | Mini Sessions | ||
| Room 3500 | ConnectCarolina: Finding, Understanding, & Resolving Errors |
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| Room 3000 | RAMTracker Transparency Overview |
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| 2:00 - 2:15 pm | Break | ||
| 2:15 - 3:15 pm | Regular Sessions | ||
| Auditorium | Ask the Experts: OCT, OHRE, IACUC |
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| Room 3575 | Agreements 102 |
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| Room 3500 | Primer on Closeout of Awards |
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| Room 3000 | Cost Sharing |
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| Room 3600 | A Summary on Conflict of Interest |
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| 2:15 - 2:45 pm & 2:50 - 3:20 pm | Mini Sessions | ||
| Room 3650 | Finance & OSR: Prepaid Card Updates |
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| Room 3050 | OSR Website Updates |
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| 3:30 - 4:00 pm | Melina Kibbe, MD | ||
| Auditorium | When Mice are Men: Sex Bias in Biomedical & Clinical Research | ||
Please direct any additional questions or comments to OSR_Symposium@unc.edu.
Brochure
Key Queries in ConnectCarolina and InfoPorte You Should Know, Presenters: Susan McDonough and Celia Gravely
Handout: Useful Reports for Research Administrators
An Overview in Research Compliance, Presenter: Robin Cyr
Budgeting for Proposals, Presenter: John Sites
Cost Transfer Policy, Presenters: Martha Martin and Sarah Van Heusen
An Overview of the UNC-CH Research IT Landscape, Presenter: John Stephenson
An Exercise in Effort, Presenters: Brian Bertlshofer and Aja Saylor
Cost Sharing: Putting the Pieces Together, Presenters: Karen Mansfield and Tracey Conrad
Impending Policy Changes, Presenters: Robin Cyr and Sarah Smith
Preparing for Project Closeout, Presenters: Kevin Cook and Ryan Hermreck
Brochure
Concurrent Sessions:
A1 Grant Reporting in InfoPorte
B1 Grant Reporting in InfoPorte (see A1)
B3 NIH Compliance: Public Access Policy & Biosketch
B4 Subrecipient Assessment and Monitoring – It Takes a Village!
C1 Grant Transactions: Preparing and Tracking Voucher and Journal Entries in Connect Carolina
C3 Audits and Reviews – Who is Looking, Lessons Learned and How Can We be Prepared?
D1 The Final Countdown: Project Closeout – The Last Step in Meeting Compliance Requirements
D3 Cost Share from Pre-Award to Closeout
E1 Research Service Centers (trn)
E3 Getting Out of the Gate: Finding Efficiencies in Project ID Set-Up
Round Table Topics:
Exception Letter
- Other State Contract Example
- Federal Example
- Troublesome FAR Clauses
- University Policy 500.1 Publication Rights
Brochure
Research at UNC-Chapel Hill: Who We Are, Where We’ve Been, and Where Are We Going
The Super-Circular is coming aka OMB Circular A-81
Subrecipient Monitoring and You
Understanding Cost Accounting Standards and How They Affect Research Administration
Managing International Projects
Necessity for Congruency on the Grant Application for IACUC or IRB Protocols
Audit Issues
Research Resources:
For any questions regarding the annual symposium, please email osr_symposium@unc.edu
RASG Forum Archive
The annual RASG Forum is an event that supports the discussion and open exchange of ideas and an information network for policies, procedures, and sponsor guidelines.
Agenda
- Welcome and Introduce RASG Committee — Joni Bowling (joni_bowling@unc.edu)
Fall Forum Flyer
- OSR Transformation Updates — Andy Johns (andy_johns@unc.edu)
- Closeout Process — Jenifer Gwaltney (jgwaltne@email.unc.edu) and Celia Gravely (cgravely@live.unc.edu)
- Research Compliance Office and New Training Program — Robyn Cyr (robin_cyr@unc.edu) and Lisa Ross (lisa_ross@unc.edu)
- Research Compliance Update
- Research Compliance Training
- Office of Industry Contracting (OIC) Overview — Nina Cannon (ninac@email.unc.edu)
Learn more about RASG
Subscribe to the Mailing List
The annual RASG Forum is an event that supports the discussion and open exchange of ideas and an information network for policies, procedures, and sponsor guidelines.
Agenda
- Welcome and Introduce RASG Committee — Joni Bowling (joni_bowling@unc.edu)
Fall Forum Flyer - OSR Transformation Updates — Andy Johns (andy_johns@unc.edu)
- Closeout Process — Jenifer Gwaltney (jgwaltne@email.unc.edu) and Celia Gravely (cgravely@live.unc.edu)
- Research Compliance Office and New Training Program — Robyn Cyr (robin_cyr@unc.edu) and Lisa Ross (lisa_ross@unc.edu)
- Research Compliance Update
- Research Compliance Training
- Office of Industry Contracting (OIC) Overview — Nina Cannon (ninac@email.unc.edu)
Learn more about RASG
Subscribe to the Mailing List
PROCUREMENT ORGANIZATIONAL CONFLICT OF INTEREST
| Responsible Officer: | Director |
| Responsible Unit: | Research Administration |
| Effective date: | July 1, 2018 |
Download this guidance document.
Purpose
This guidance provides the standard of conduct for organizational conflicts of interest related to procurement actions using Federal funds in compliance with §2 CFR 200.318(c)(2). An organizational conflict of interest exists where a financial relationship between the University and an external entity compromises the integrity of institutional decision-making. Due to relationships with a parent company, affiliate, or subsidiary organization, the University may be unable or appear to be unable to be impartial in conducting a procurement action involving a related organization. The intent with this guidance is for the University to provide clear standards aimed at preventing any procurement organizational conflicts of interest from compromising its objectivity in the performance of its responsibilities.
Process
- Office of Sponsored Research (OSR)
- Conflict of Interest Program (COI)
University
Identified procurement activities with affiliated entities of the University on Federal awards and those sponsors requiring Federal standards will be reviewed. The Conflict of Interest Program will be notified of the need for review on these actions.
Subawards
As part of the subrecipient process, subrecipients are required to complete the subrecipient commitment form, and all applicable terms and conditions are flowed down in the executed subaward agreement, indicating compliance where applicable.
Review will be conducted under the standards set by Federal regulations and those used by the State of North Carolina. A bidding process shall be required for all situations in which a sole source justification is not necessary. Purchases can be made under N.C.G.S. 143-129(e)(g) which allows for purchases of apparatus, supplies, materials, or equipment to be made using sole-source exception when: (i) performance or price competition for a product are not available; (ii) a needed product is available from only one source of supply; or (iii) standardization or compatibility is the overriding consideration. In addition to these standards, the review may take into consideration other standards as applicable.
The review is not intended to replace or bypass the typical University review processes administered by the Office of Sponsored Research, the Division of Finance or other applicable University offices.
This review will be conducted by the COI Officer and the Director of Internal Audit or their designees. Documentation of their review will be maintained by the COI Program. A decision on the identified procurement activity will be required before procurement activities will be processed.
References
- Uniform Guidance (General Procurement Standards): §2 CFR 200.318(c)(2)
- N.C. General Statute, Procedure for Letting of Public Contracts: N.C.G.S. 143-129(e)(g)