Thursday, July 31, 2014Advance Registration Required

Annual Symposium for Research

Administrators

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Photo Credit: Angela Smolik

Annual Symposium July 31st, 2014

Symposium Agenda

8:30 am – 9:00 Registration Chapman Hall1

Annual Symposium July 31st, 2014am Check-in 2119:00 am – 9:30 am Welcome Chapman

Hall 211Barbara Entwisle, Vice Chancellor for Research

9:30 am – 10:30 am

Overview of Uniform Guidance

Chapman Hall 211

Robin Cyr, Associate Vice Chancellor for Research/Director Office of Sponsored Research

10:30 am – 10:45 am Break Attendees proceed to Computer Science Complex: Sitterson

and Brooks10:45 am – 12:00 pm Concurrent SessionsRoomFB007

Subrecipient Monitoring and YouThis 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.

Presenters: Megan Tirpak, Program Administrator and Justo Torres, Assistant Director, OSR

RoomFB008

Conflict of InterestAs 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.

Presenter: Joy Bryde, Conflict of Interest Officer, Office of the Vice Chancellor for Research

RoomSN014

Understanding Cost Accounting Standards and How They Affect Research AdministrationDo 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.

Presenters: Liz Thornberry Moore, and Tracey Lemming, Post-Award Financial Analysts, OSR

RoomFB009

Pre-Award UpdatesAn 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!

Presenters: Martha Martin and Tania Osborn, Grants & Contracts Specialists, OSR12:00 pm – 1:15 pm

Box Lunch Sitterson Hall Lower Lobby

1:15 pm – 2:30 pm Concurrent SessionsRoomSN014

Contracts in a NutshellSeems 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.

Presenters: Diane Koltz and Angela Smolik, Contract Liaisons, OSRRoomFB008

Prior Approval RequestsThis 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.

Presenters: Justo Torres, Assistant Director, OSR

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Annual Symposium July 31st, 2014RoomFB009

Managing Award CloseoutsA 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.

Presenters: Vanessa Peoples, Deputy Director and Jen Gwaltney, Assistant Director of Financial Reporting, OSR

RoomFB007

Managing International ProjectsDo 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.

Presenter: Joni Bowling, Associate Finance Officer, Carolina Population CenterRoomSN011

Effort ReportingLearn why effort reporting is necessary for individuals paid on sponsored agreements and some of the biggest issues associated with effort reporting.

Presenter: Chris Lawless, Central Effort Administrator, OSR2:30 pm – 3:00 pm

Refreshment Break Sitterson Hall Lower Lobby & Brooks Building Lobby

3:00 pm – 4:15 pm Concurrent SessionsRoomFB007

Necessity for Congruency on the Grant Application for IACUC or IRB ProtocolsIACUC 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.

Presenters: Russell Hermans, IACUC Grant Specialist, Medicine Administration and Charlotte Coley, Training Coordinator, Office of Human Research Ethics

RoomFB141(on 1st floor above FB 009)

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

Presenter: Justo Torres, Assistant Director of Award Management, OSR

RoomFB009

Research Service Centers (RSC)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.

Presenter: Brian Bertlshofer, Director of Cost Analysis, OSRRoomSN014

Audit IssuesWhen 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.

Presenters: Phyllis Petree, Director of Internal Audit; Vanessa Peoples, Deputy 3

Annual Symposium July 31st, 2014Director, OSR and Janet Rupert, Director of Systems & Operations, Disbursement Services

RoomSN011

Research Resources: Office of Research Development (ORD) and Office of Technology Development (OTD) 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.

Presenters: Regina Bartolone, Associate Director, Office of Research Development and Kelly Parsons, Technology Development Associate, Office of Technology Development

Buses:RU route bus stop Cameron Avenue at Columbia

NU route bus stop South Columbia at Sitterson Hall

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Arrows indicate building entrances

Annual Symposium July 31st, 2014Room Locations in Sitterson Hall (SN) and Fred Brooks Building

(FB)

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