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

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:

• Finding funding
• Pre-award
• Award acceptance
• Compliance
• Post-award

ecrt

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.

• Introduction to Cayuse 424
• Cayuse 424 User Guide

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

• 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

This training provides guidance and an overview on working as a clinical research personnel at the University.

• 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.

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.

• 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.

• Center for Faculty Excellence Guide for RCR
• NC TraCS RCR Training Schedule
• Office of Postdoctoral Affair’s RCR Training Schedule

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.

Annual Symposium 2019

UNC Symposium for Research Administrators

Thursday, August 15, 2019
Friday Conference Center at UNC

This full day symposium will include Concurrent Sessions, a Keynote talk, Research Expo highlighting the Research Environment @ UNC, and offer an opportunity to network with fellow research administrators.

2019 Symposium Schedule

2019 Symposium Planner

2019 Symposium Schedule
8:00 - 8:45 AM	Registration and Research Expo
8:45 - 8:55 AM	Welcome from Andy Johns
8:55 - 9:40 AM	Keynote from Interim Chancellor Kevin Guskiewicz
9:40 - 9:55 AM	Break
9:55 - 12:00 PM	Concurrent Sessions I and II
12:00 - 1:10 PM	Lunch and Research Expo
1:10 - 3:10 PM	Concurrent Sessions III and IV
3:10 - 3:25 PM	Break
3:25 - 4:20 PM	Concurren Sessions V
4:30 PM	Closing Remarks from David Paul and Symposium Raffle

 

Keynote Speaker

We are honored to have interim chancellor, Dr. Kevin M. Guskiewicz as this year’s keynote speaker. Chancellor Guskiewicz is a neuroscientist and recognized expert on sport-related concussions. His groundbreaking and well-funded research has garnered numerous awards, including fellowships in the American College of Sports Medicine and the National Academy of Kinesiology.

 

Venue and Parking

Friday Conference Center at UNC – 100 Friday Center Drive, Chapel Hill, NC 27517

Parking is open and free to attendees of the Symposium

 

Planning Your Day

As a reminder, registration is required to attend the event. Symposium scheduling is also a little different this year and attendees have the opportunity to customize their schedule at the event. We used registrant levels of interest to help assign classrooms so sessions that garnered the most interest are in the auditorium and/or larger rooms. With the exception of two presentations, all sessions are given twice. Please use the Symposium Schedule and Schedule Planner template below to help plan your day. Full sessions descriptions are also included in Concurrent Sessions.

2019 Symposium Schedule

2019 Symposium Planner

 

Concurrent Sessions

Time:	Session Topic	Description	Presenters
9:55 - 10:50 am | Full Session
	Demystifying Invoicing and Financial Reporting	Learn how award billing is processed through ConnectCarolina and best practices for working with OSR on invoicing and reporting.	Ryan Hermreck
	Overview of Export Control	Overview and best practices for Export Control compliance.	Daniel Vick
9:55 - 10:20 am | Mini Session
	ServiceNow and OSRHelp@unc.edu	Learn about the new ServiceNow portal and how you need to submit your help requests to OSRHelp.	Katharine Barna, Amanda Chang, Kate Hash
	Updates from OSR Cost Analysis and Compliance	Overview of the recent NSF Audit, team updates for pre-audit and cost accounting and effort teams.	J.R. Pike, Ben Wright
10:25 - 10:50 am | Mini Session
	Technology Commercialization at UNC	Learn about technology commercialization at UNC and the office that supports this effort.	Kelly Parsons
	Carolina RAPiDs	Introduction to OSR's new online research administration training system and certificate program.	Amanda Chang, Kyle Mullaney, Sam Thompson
11:05 - 12:00 pm | Full Session
	OSR Reports and Queries	Learn how to manage grants accounting by using the OSR reports and queries available to campus.	Jim Kelly, Dan Stroupe
	Panel Discussion on Foreign Influence	Join a panel discussion on concerns regarding inappropriate foreign influence and university research.	Robin Cyr, Brian Collier, David Paul, Judy Faubert
	IRBIS Updates and Commercial IRB	Learn about new updates to the IRBIS system and commercial IRBs.	Cassandra Myers
11:05 - 11:30 am | Mini Session
	SBIR/STTR and COI	Learn key tips working with SBIR/STTR programs and COI compliance.	Joy Bryde and Jennifer Teixeira
	ServiceNow and OSRHelp@unc.edu	Learn about the new ServiceNow portal and how you need to submit your help requests to OSRHelp.	Katharine Barna, Amanda Chang, Kate Hash
11:35 - 12:00 pm | Mini Session
	Organizational Conflict of Interest	Learn how to recognize Organizational COI and the process for its review and management at UNC.	Kristen Ryan
	Technology Commercialization at UNC	Learn about technology commercialization at UNC and the office that supports this effort.	Kelly Parsons
1:10 - 2:05 pm | Full Session
	Oh No, Not Another Budgeting Session: But Seriously, What Did I Forget?	Overview of common errors in creating a budget, as well as tips and tricks on avoiding them.	Betty Morgan, Lorrie Robbins
	Demystifying Invoicing and Financial Reporting	Learn how award billing is processed through ConnectCarolina and best practices for working with OSR on invoicing and reporting.	Ryan Hermreck
	IRBIS Updates and Commercial IRB	Learn about new updates to the IRBIS system and commercial IRBs.	Cassandra Myers
1:10 - 1:35 pm | Mini Session
	SBIR/STTR and COI	Learn key tips working with SBIR/STTR programs and COI compliance.	Joy Bryde and Jennifer Teixeira
1:40 - 2:05 pm | Mini Session
	Organizational Conflict of Interest	Learn how to recognize Organizational COI and the process for its review and management at UNC.	Kristen Ryan
2:15 - 3:10 pm | Full Session
	Oh No, Not Another Budgeting Session: But Seriously, What Did I Forget?	Overview of common errors in creating a budget, as well as tips and tricks on avoiding them.	Betty Morgan, Lorrie Robbins
2:15 - 2:40 pm | Mini Session
	Updates from OSR Cost Analysis and Compliance	Overview of the recent NSF Audit, team updates for pre-audit and cost accounting and effort teams.	J.R. Pike, Ben Wright
	Other Support Tool	Learn about the new tool for compiling Other Support (current and pending support).	Amanda Chang, Mel Jones
	How to Work with Industry?	Learn tips and best practices for working with industry.	Joon Cho, Liz Moore
	Subagreement Initiation Portal Overview	Learn about the new Subagreement Initiation Portal.	Ellen Brearley, Stacy Barca
2:45 - 3:10 pm | Mini Session
	NIH Prior Approvals	Learn how to organize a clear prior approval request to NIH and importance of submitting them in a timely manner.	Stacy Barca, Dani Burns
	The Limited Submission and Award Process	Overview of limited submissions and the review and approval process for these proposals at UNC.	Nathan Blouin, Denise Lindley
	RAM Tracker Dashboard	Learn about the updated RAM Tracker Transparency Dashboard and future initiatives for this tool.	Jennifer Teixeira, John Stephenson
	Subagreement Initiation Portal Overview	Learn about the new Subagreement Initiation Portal.	Ellen Brearley, Stacy Barca
3:25 - 4:20 pm | Full Session
	OSR Report and Queries	Learn how to manage grants accounting by using the OSR reports and queries available to campus.	Jim Kelly, Dan Stroupe
3:25 - 3:50 pm | Mini Session
	RAM Tracker Dashboard	Learn about the updated RAM Tracker Transparency Dashboard and future initiatives for this tool.	Jennifer Teixeira, John Stephenson
	Other Support Tool	Learn about the new tool for compiling Other Support (current and pending support).	Amanda Chang, Mel Jones
	How to Work with Industry?	Learn tips and best practices for working with industry.	Joon Cho, Liz Moore
3:55 - 4:20 pm | Mini Session
	Carolina RAPiDs	Introduction to OSR's new online research administration training system and certificate program.	Amanda Chang, Kyle Mullaney, Sam Thompson
	NIH Prior Approvals	Learn how to organize a clear prior approval request to NIH and importance of submitting them in a timely manner.	Stacy Barca, Dani Burns
	The Limited Submission and Award Process	Overview of limited submissions and the review and approval process for these proposals at UNC.	Nathan Blouin, Denise Lindley
Flash Topics
9:55 - 10:10 am
	Principal Investigator Transfers	15 minute sessions concentrated on a topic or process.	Lorrie Robbins
10:15 - 10:30 am
	Cost Principles	15 minute sessions concentrated on a topic or process.	Betty Morgan
10:35 - 10:50 am
	Prior Approval in eRA Commons	15 minute sessions concentrated on a topic or process.	Lorrie Robbins
1:10 - 1:25 pm
	Budget Revisions	15 minute sessions concentrated on a topic or process.	Lance Underwood
1:30 - 1:45 pm
	Working with Principal Investigators	15 minute sessions concentrated on a topic or process.	Martha Martin
1:50 - 2:05 pm
	This Happened to Me with NIH	15 minute sessions concentrated on a topic or process.	Ashley Jacobs, Jim Kenny
3:25 - 3:40 pm
	Working with Principal Investigators	15 minute sessions concentrated on a topic or process.	Martha Martin
3:45 - 4:00 pm
	Principal Investigator Transfers	15 minute sessions concentrated on a topic or process.	Lorrie Robbins
4:05 - 4:20 pm
	Budget Revisions	15 minute sessions concentrated on a topic or process.	Lance Underwood

 

Research Expo: The Research Environment @ UNC

2019 Symposium Expo Vendors
Office of Human Research Ethics	OHRE	Website
Office of Research Development	ORD	Website
Office of Research Information Systems	ORIS Cayuse	Website
Office of Sponsored Research	OSR	Website
Research Compliance Program	RCP	Website
School of Medicine - Finance Business Office	SOM - FBO	Website
School of Medicine - Office of Research	SOM - OoR	Website
Research Administration Service Center	Shared Services OVCR	Website
The Odum Institute	Odum	Website
Conflict of Interest Program	COI	Website
Corporate and Foundation Relations	CFR	Website
Environmental Health and Safety	EHS	Website
Information Technology Systems	ITS Change Management	Website
Information Technology Systems	ITS Data Security	Website
Information Technology Systems	ITS ServiceNow	Website
Network for Research Professionals	NRP	Website
Office of Animal Care and Use	OACU	Website
Office of Clinical Trials	OCT	Website
Office of Technology Commercialization	OTC	Website
Health Science Library	HSL	Website

 

Annual Symposium 2018

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)

Click here for a printable schedule with descriptions of each session.

2018 SYMPOSIUM SCHEDULE
	8:00 - 8:45 am	Registration & Breakfast
	8:45 - 9:05 am	Welcome from David Paul
	9:05 - 9:15 am	Break
CONCURRENT SESSIONS I
	9:15 - 10:15 am	Regular Sessions
	Auditorium		OSR Leadership Forum David Paul - Executive Director Brian Bertlshofer - Director of Cost Analysis & Compliance James Kelly - Assistant Director of Sponsored Projects Accounting Jennifer Teixiera - Director of Research Administration
	Room 3500		What is a Proposal & How do I get started? Betty Morgan - Research Administration Manager, OSR Lorrie Robbins - Research Administration Manager, OSR
	Room 3575		Subawards - The Big Picture Jennifer McGinnis - Subaward Manager, OSR Elisabeth Rogers - Sponsored Projects Specialist, OSR Diana Stanley - Administrative Director, Global Health & Infectious Diseases
	Room 3600		Just in Time Concepts & Review Kim Jones - Grants Analyst, Sponsored Programs Office Jim Kenny - Grants Analyst, Sponsored Programs Office
	Room 3650		Subrecipient vs. Vendor Megan Tirpak - Training & Communications Specialist, OSR
	9:15 - 9:45 am & 9:50 - 10:20 am	Mini Sessions
	Room 3000		Finance: P-card Updates & Liquidating Encumbrances Travis Henderson - Director of Procurement Services & Material Management, Finance Troy Morse - Director of Purchasing, Finance Mark Sillman - Associate Director of Purchasing, Finance
	Room 3050		Overview from Office of Research Development Alexia Kelley - Project Manager, Office or Research Development
	10:15 - 10:30 am	Break
CONCURRENT SESSIONS II
	10:30 - 11:30 am	Regular Sessions
	Auditorium		Ask the Experts: OCT, OHRE, IACUC Rebecca Dye - Grants Manager, Office of Animal Care & Use Colleen Fritsche - Assistant Director, Office of Animal Care & Use Cassie Myers - Deputy Director, Office of Human Research Ethics Christine Nelson - Director, Office of Clinical Trials Emily Weston - Training and Compliance Manager, Office of Animal Care & Use
	Room 3500		Primer on Closeout of Awards Brittney Andrews - Sponsored Projects Accountant, OSR Dzenita Blackwell - Sponsored Projects Accountant, Closeout, OSR Max Needell - Sponsored Projects Accountant, OSR Cara Petitt - Sponsored Projects Specialist, OSR Brie Teer - Sponsored Projects Specialist, OSR
	Room 3600		A Summary on Conflict of Interest Joy Bryde - Conflict of Interest Officer, COI Kristen Ryan - Conflict of Interest Analyst, COI
	Room 3575		Cost Sharing Stacy Barca - Assistant Director of Research Administration, OSR Ryan Hermreck - Sponsored Projects Accounting Manager, OSR
	Room 3650		Subrecipient vs. Vendor Megan Tirpak - Training & Communications Specialist, OSR
	10:30 - 11:00 am & 11:05 - 11:35 am	Mini Sessions
	Room 3000		Reporting with Confidence and Ease Ross Babinec - Budget Analyst, OVCR Tonya Watkins - Director of Finance and Research Administration, OVCR
	Room 3050		Using Grants.gov Workspace Sarah Hamilton - Sponsored Projects Specialist, OSR Scott Young - Sponsored Projects Specialist, OSR
	11:30 am - 1:00 pm	Lunch & Expo
	Lobby	Conflict of Interest Office Environment, Health & Safety Office of Animal Care and Use Office of Clinical Trials Office of Human Research Ethics UNC Network of Research Professionals
	Auditorium	Office of Sponsored Research & Industry Contracting
	Balcony Level	CrossComm Health Sciences Library iLabs and UNC Cores ITS ConnectCarolina Office of Research Development Office of Research Information Systems
CONCURRENT SESSIONS III
	1:00 - 2:00 pm	Regular Sessions
	Auditorium		OSR Leadership Forum David Paul - Executive Director Brian Bertlshofer - Director of Cost Analysis & Compliance James Kelly - Assistant Director of Sponsored Projects Accounting Jennifer Teixiera - Director of Research Administration
	Room 3600		What is a Proposal & How do I get Started? Betty Morgan - Research Administration Manager, OSR Lorrie Robbins - Research Administration Manager, OSR
	Room 3575		Agreements 101 Bettina Lampkin - Sponsored Projects Accounting Manager, OSR Lorrie Robbins - Research Administration Manager, OSR Liz Moore - Assistant Director of Industry Contracting, OSR
	Room 3050		Subawards - The Big Picture Jennifer McGinnis - Subaward Manager, OSR Elisabeth Rogers - Sponsored Projects Specialist, OSR Diana Stanley - Administrative Director, Global Health & Infectious Diseases
	Room 3650		Understanding the Clinical Trials Process Andrea Eiring - Associate Director, Clinical Billing Research, Office of Clinical Trials Marybeth Lavrakas - Sponsored Projects Specialist, OSR Christine Nelson - Director, Office of Clinical Trials Clinical Trial Checklist Steps to obtaining your Project ID
	1:00 - 1:30 pm & 1:35 - 2:05 pm	Mini Sessions
	Room 3500		ConnectCarolina: Finding, Understanding, & Resolving Errors Katharine Barna - Business Systems Analyst, OSR Chris Minter - Instructional Designer, ITS Change Management
	Room 3000		RAMTracker Transparency Overview Brian Collier - Assistant Director of Research Administration, OSR John Stephenson, Director of Enterprise Applications, Office of Research Information Systems
	2:00 - 2:15 pm	Break
CONCURRENT SESSIONS IV
	2:15 - 3:15 pm	Regular Sessions
	Auditorium		Ask the Experts: OCT, OHRE, IACUC Rebecca Dye - Grants Manager, Office of Animal Care & Use Colleen Fritsche - Assistant Director, Office of Animal Care & Use Cassie Myers - Deputy Director, Office of Human Research Ethics Christine Nelson - Director, Office of Clinical Trials Emily Weston - Training and Compliance Manager, Office of Animal Care & Use
	Room 3575		Agreements 102 Bettina Lampkin - Sponsored Projects Accounting Manager, OSR Lorrie Robbins - Research Administration Manager, OSR Liz Moore - Assistant Director of Industry Contracting, OSR
	Room 3500		Primer on Closeout of Awards Brittney Andrews - Sponsored Projects Accountant, OSR Dzenita Blackwell - Sponsored Projects Accountant, Closeout, OSR Max Needell - Sponsored Projects Accountant, OSR Cara Petit - Sponsored Projects Specialist, OSR Brie Teer - Sponsored Projects Specialist, OSR
	Room 3000		Cost Sharing Stacy Barca - Assistant Director of Research Administration, OSR Ryan Hermreck - Sponsored Projects Accounting Manager, OSR
	Room 3600		A Summary on Conflict of Interest Joy Bryde - Conflict of Interest Officer, COI Kristen Ryan - Conflict of Interest Analyst, COI
	2:15 - 2:45 pm & 2:50 - 3:20 pm	Mini Sessions
	Room 3650		Finance & OSR: Prepaid Card Updates Brett Kenney - University Cash Manager, Accounting Services Ben Wright - Assistant Director of Audit & Compliance, OSR
	Room 3050		OSR Website Updates Amanda Chang - Assistant Director of Operations, OSR Samantha Thompson - Training & Communications Specialist, OSR Megan Tirpak - Training & Communications Specialist, OSR
KEYNOTE SPEAKER
	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.

Annual Symposium 2017

Schedule

Presentation Materials:

• Ask the Experts Panel
• Budgeting Essentials
• Clinical Trials at UNC
• Closeout Management
• ConnectCarolina for Contracts & Grants
• OSR Updates
• Subrecipient Management

 

Annual Symposium 2016

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

Critical Thinking through the Lifecycle of a Sponsored Project, Presenters: Kati Chipps and Lori Slack

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

Annual Symposium 2015

Brochure

Concurrent Sessions:

A1 Grant Reporting in InfoPorte

A2 Uniform Guidance: Key Points of the UNC Implementation – Getting to the Real Impacts of 2CFR Part 200

• Draft UNC Request to Direct Charge Clerical

A3 Conflict of Interest

A4 eIPF as a Compliance Tool

B1 Grant Reporting in InfoPorte (see A1)

B2 F&A Rate Overview

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

C2 Cost Transfer Policy

• Policy 500.20 Cost Transfers (old)
• Policy 500.20 Cost Transfers (revised draft)

C3 Audits and Reviews – Who is Looking, Lessons Learned and How Can We be Prepared?

C4/D4 Grants Budgeting 101

D1 The Final Countdown:  Project Closeout – The Last Step in Meeting Compliance Requirements

D2 Effort Reporting

D3 Cost Share from Pre-Award to Closeout

E1 Research Service Centers (trn)

E2 NSF Overview

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

Annual Symposium 2014

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

Conflict of Interest

Understanding Cost Accounting Standards and How They Affect Research Administration

Pre-Award Updates

Contracts in a Nutshell

Prior Approval Requests

Managing Award Closeouts

Managing International Projects

Effort Reporting

Necessity for Congruency on the Grant Application for IACUC or IRB Protocols

• IACUC materials
• IRB materials

What’s the Hold Up?  Exploring Contracting Under the Federal Acquisition Regulation (FAR) AND Other Troublesome Clauses

Research Service Centers

Audit Issues

• Internal Audit materials
• Office of Sponsored Research materials
• Asset Management materials

Research Resources:

• Office of Research Development materials

For any questions regarding the annual symposium, please email osr_symposium@unc.edu

RASG Forum Archive