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CONCURRENT SESSION
DESCRIPTIONS
MONDAY, MAY 7 | 9:30 –
10:45 a.m.
.jpg) M1: 86,400 Seconds in a Day: Tools for Time Management
Content
Level: All Levels
There never seems to be enough time in a day to
get everything on your "list" accomplished. You may think "If I only had
more time, I could…." Why does it seem like some people can get a lot done, and
others talk about what they still need to finish.
Learning
Objectives:
1. Learn how to work in our timeframe, and take a look
at the value of time
2. Look at some tools and techniques to help manage time
effectively
Speaker: Domenica Pappas, CRA, Director,
Sponsored Research and Programs, Illinois Institute of Technology
 M2: Case Studies in
Research Ethics: A Historical Perspective
Content Level:
Intermediate
The proper conduct and reporting of research is of paramount
importance to our institutions. Noncompliance can result in severe penalties to
the organization, the individual(s), and their reputations. The modern
definition of research misconduct however, in the context of responsible conduct
of research training, reflects an evolution of hundreds of years of social and
ethical issues that have arisen in the practice of scientific research. What may
have been acceptable practice a century ago may be considered unacceptable
practice by today's standards. An examination of the global history of biology,
chemistry, physics and medicine provides some insightful examples of both
responsibly and irresponsibly conducted research by many famous scientists. In
this highly interactive session, participants will become familiar with an
international case history of research misconduct and will engage in discussion
of how these prominent cases have shaped contemporary perspectives on the
responsible conduct of research.
Learning Objectives:
1.
Describe a variety of famous cases involving ethical issues in research and
apply modern RCR standards to better assess and work through those issues
2.
Discuss the relevant rules and regulations of modern RCR standards and the
ethical principles and cases that justify current institutional compliance
policies
Speaker: Tony Onofrietti, Director of Research
Education, University of Utah
.jpg) M3: 2 CFR 220: Cost
Principles for Educational Institutions
Content Level: All
Levels
2 CFR Part 220 contains the principles for determining the costs
applicable to research and development, training, and other sponsored work
performed by colleges and universities under grants, contracts, and other
agreements with the Federal Government. The session will provide participants
with a detailed overview of each section of the principles. In addition, the
session will focus on the concept of cost allocation methodology and the
development of indirect cost pools, as well as the development of institutional
F&A rates.
Learning Objectives:
1. Provide a
comprehensive overview of cost principles applicable to educational
institutions
2. Understanding and application of cost principles in pre and
post-award settings
Speaker: Kathryn Watkins-Wendell, CRA,
Director, Research Services and Sponsored Programs
 M4: Clinical Trials: The
Industry Perspective
Content Level: All Levels
This is a
presentation of the process of drug development from the pharmaceutical
company's perspective, based on 22 years personal experience. Timelines, quality
and cost will be driving factors for discussion. The pharmaceutical company
general organizational structure will be introduced. The clinical trial protocol
development process and clinical study conduct will be presented in detail.
Pharmaceutical drivers for study site selection will be highlighted. Site-based
contracts, including budgets, publication rights and intellectual property will
also be discussed.
Learning Objectives:
1. Understand the
drug development process including pharmaceutical industry drivers
2.
Understand how sites are selected and contracts are negotiated for clinical
trials
Speaker: Debra Gmerek, PhD, Associate Dean for
Research, College of Medicine, University of
Toledo
Certificate: CTRA101-R
 M5: Positioning for
External Funding Success: How Development Specialists Support Faculty
Content
Level: All Levels
If a grant proposal is to be competitive, the
applicant(s) and the project idea must be well-positioned relative to other
proposals and applicants. A well-positioned applicant has an established place
in the literature and the field, a track record of success in conducting
research, and established relationships with collaborators and resources, and
knows who the competition is. This process begins long before pen ever hits
paper. Research/proposal development specialists can help faculty and
staff be positioned for success in obtaining external funding. This session will
discuss the concept of positioning (originally presented at the 2010 SRA
International Meeting), explore how the concept translates into actions faculty
can take to improve their position (and thus be more competitive), and propose
ways in which development specialists can support faculty in these
endeavors.
Learning Objectives:
1. Identify steps faculty
can take to better position themselves to successfully compete for external
funding
2. Identify strategies development specialists employ to help faculty
position themselves for external funding success, and how those functions vary
across disciplines
Speakers: Andrea Buford, Office of
Sponsored Projects, Northern Illinois University DeKalb; Donna Martin, Office of
Sponsored Projects, Northern Illinois University DeKalb; Michael Spires, Office
of Sponsored Projects, Smithsonian Institution
 M6: Crisis Communications
for the Research Administrator
Content Level: All Levels
Geraldo
Rivera is in the reception area asking for YOU! Is this about research
misconduct, misappropriated funds, the sudden and unexpected death of someone in
your area, a fire in the lab, results from the last audit, the scandal of the
week or a scandal you are not aware of yet. This session will better prepare
both administrators and researchers to deal with a variety of crisis
communications situations. You can't rely solely on your institution's marketing
and communications department. Your preparation, in conjunction with your
institution's communications staff, can make a significant difference in the
outcome of a crisis. You will leave with specific tools to assist in making you
better prepared to respond to a crisis. This is "For Those Who Are Crisis
Managers, Whether They Want to be or Not" because it could be you or your boss
or ….
Learning Objectives:
1. Provide research
administrators with tools, techniques and a process for planning for and
possibly dealing with crisis communications
2. Learn from case studies and
possible scenarios on how to plan, prepare and respond to
crises
Speaker: Kevin Titus, Business Director, Cincinnati
Children's Hospital Medical Center
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MONDAY, MAY 7 | 11:00 a.m. -
12:15 p.m.
M7: Managing with Artistic
Flair
Content Level: Beginner
This concurrent session will
discuss the art of managing people and explore creative strategies for improving
relationships. The prelude will include an overview of the basic principles
needed to manage groups of faculty, groups of administrators, or groups of
people in general: communicating, mentoring, directing and problem solving. We
will present rationale and methods for accomplishing those principles with
artistic finesse. Attendees will be encouraged to offer their insights for
conducting successful relationships at all levels.
Learning
Objectives:
1. Gain an understanding of the basic principles of
managing groups of people
2. Discover tools for better managing
people
Speakers: Kim Carter, CRA, Associate Director, Office
of Sponsored Programs, Ohio State University; Elsa Nadler, Director of Grants
Development, University of Toledo
M8: Between a Rock and a Hard Spot:
Implementing the New Regulation on Conflict of Interest
Content
Level: All Levels
Implementation of the new federal regulation on
conflict of interest in PHS-funded research presents many challenges for
institutions. This session will cover the institutional responsibilities under
the Final Rule, as well as information on how to operationalize the
responsibilities. Topics will include: financial interest disclosure
forms; determining "relatedness;" investigator training; public access to
information on financial interests; monitoring for compliance with management
plans; dealing with sub-recipients; retrospective reviews for noncompliance,
and; reporting financial conflicts of interest to PHS.
Learning
Objectives:
1. Identify three differences between the 1995 PHS Final
Rule on conflict of interest and the 2011 Final Rule
2. List four
significant financial interests that can create a financial conflict of
interest
Speaker: Charlotte Talman, Director, Conflict of
Interest in Research Office, University of Iowa
M9: A Different
Approach to Financial Monitoring Grants and Contracts
Content Level:
All Levels
As Research Administrators we are in a position to positively
affect the accuracy and integrity of each grant/contract's final financial
report. I will provide a "new" approach to training/guiding PIs in the
right direction.
Learning Objectives:
1. Have new
ideas for working with their PIs
2. See the connection between Pre and
Post Award when it comes to the finances involved.
Speaker:
Diana Dubinsky, CRA, Assistant Director, Office of Sponsored Programs and
Research, Cleveland State University
M10: Clinical Trials:
Rules and More Rules
Content Level: Intermediate
Clinical trials
must comply with the Good Clinical Practice guidelines (GCP). Unfortunately, the
GCP is not well defined. This session will review HHS, FDA, and major
international regulations and guidelines, and other the influence of other
institutions governing clinical research. Participants will learn how the
actions of regulatory agencies affect budget development, contract negotiations
and the way studies are conducted. Topics will include the ethical origins of
the GCP, historic milestones and their regulatory significance, and discuss of
best practices to enhance regulatory compliance.
Learning
Objectives:
1. Identify three important documents that form the core
ethical basis for the regulatory environment
2. Identify three best practices
for improving regulatory compliance in clinical
trials
Speaker: Bruce Steinert, PhD, Administrative
Director, Clinical Trials Center, NorthShore University
HealthSystem
Certificate: CTRA201-R
M11: Post-Submission to
Award Acceptance
Content Level: Beginner
The pre-award office is
responsible for dealing with a variety of issues that arise after proposal
submission and lead to acceptance of the award. The pre-award administrator
should be able to deal with publication restrictions, intellectual property,
indemnification, facilities and administrative costs questions, and know how to
address such special situations as international agreements and JIT
requirements. The session will identify troublesome clauses and discuss how to
determine what to accept and what to reject, and other difficult contract review
topics.
Learning Objectives:
1. Review different types of
award terms and conditions, including Federal Acquisition Regulations and
different grants policy manuals
2. Negotiate acceptance of awards
3.
Review revised budgets
Speaker: Rene Hearns, CRA, Director,
Grants and Sponsored Programs, Edinboro University of
Pennsylvania
Certificate: PA-R
M12: Consulting for Academics
Content Level: All Levels
There
is a rising call for academic institutions to assist our businesses in regaining
competitiveness and for the government to become efficient and effective.
Much of this assistance is offered through consulting arrangements under which
individual faculty members provide their expertise to private companies and
government agencies. However, with financial rewards come legal, business,
and even ethical risks. This fast-paced, intense session encompasses some
of the most important issues that arise from consulting activities.
Learning Objectives:
1. How to draft essential terms for
a consulting agreement - to protect the consultant, the client, and the
university, including non-disclosure, non-compete, Indemnity, limited liability
and errors and omissions clauses
2. How to identify and apply the special
rules apply to faculty who advise the government or government contractors
3.
How to apportion and police the rights to inventions and data when a faculty
member does both sponsored research and independent consulting
4. How and
when to monitor consulting agreements and
activities
Speaker: J. Michael Slocum, JD, President, Slocum
& Boddie, PC
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MONDAY, MAY 7 | 2:15 - 3:30
p.m.
M13: Pre, Post, a Little
of Both?
Content Level: All Levels
How many research
administrators are purely pre-award? How many are purely post-award? This
session presents the perspectives of a research administrator working in a true
pre-award setting, along with those of an administrator working in the more
typical "a little of this, a little of that" blended office. Insight on the
relationship both types of offices experience with the financial management area
will be examined. Struggles these offices sometimes face when working with
faculty, administrators and peers will be discussed, specifically the challenges
(opportunities?) presented when working with an administration that may not
fully understand the delineation between pre and post areas of
responsibility.
Learning Objectives:
1. Examine the
differences between the pre-award research administrator and the pre/post award
research administrator
2. Learn how to effectively communicate with your
counterparts in the pre or post-award office and the faculty and administrators
that that we serve
Speakers: Kathryn Watkins-Wendell, CRA,
Director, Research Services and Sponsored Programs, University of Akron; Anne
Schauer, Assistant Director for Research, Miami University of Ohio
M14: Research Integrity:
The Institutional Perspective
Content Level: All Levels
This
session can be used to fulfill the “Research Integrity General” category for the
Research Integrity certificate. Academic and other research institutions are
becoming more and more aware that many faculty, researchers, staff and students
are not properly trained in ethics, professional standards and responsible
conduct of research. This session provides a brief summary of the overall issues
encountered and approaches to enhance the training and competency in research
integrity and professional standards across several different types of
organizations.
Learning Objectives:
1. Identify the
institutional and cultural-discipline-specific challenges to RCR training
2.
List strategies to address the challenges in gaining "buy in" and implementing
RCR training
Speaker: Daniel Vasgird, PhD, Director, Office
of Research Integrity and Compliance, West Virginia University
M15: Preparing for an
Audit
Content Level: Intermediate
During this session the
audience will learn how to prepare for a federal and financial statement audit
from an auditor perspective. We will talk about the main areas that auditors
concentrate during audits and will highlight key areas within the federal rules
and regulations. Additionally, we will emphasize key areas such as effort
reporting and will provide key points to help the audience understand if they
have an effective effort reporting system. We will provide some advice on how to
prepare for a successful audit or in the best of scenarios, how to prevent being
selected for an audit by your granting agency.
Learning
Objectives:
1. Understand that being proactive can prevent them of
being selected to be audited by their grantor(s)
2. Prepare for an audit in
case they are selected for one and to know what questions to ask the
auditors
Speakers: Wilfredo Corps, Director, Government
Services, Mike Burns, and Michelle Spriggs, CBIZ MHM, LLC
M16: An Academic Site's
Foundation for Clinical Study Recruitment
Content Level: All
Levels
"Build it and they will come"… as in the fantasy baseball movie,
"Field of Dreams." If only it were that easy. Historically, investigators have
invested extensive time and care into planning and developing clinical trial
protocols, but frequently have neglected to commit sufficient time to organizing
recruitment strategies and tactics to recruit participants. Without giving the
recruitment component necessary prominence in the study planning, recruitment
deadlines and goals are missed costing millions of dollars to sponsors.
This session highlights Cincinnati Children's Clinical Trials Office's (CTO)
approach to the participant recruitment process. Key components will be
addressed from CTO support of research divisions and departments to tailoring an
appropriate recruitment plan with sufficient budgetary support. Actual tactics
and case studies will be presented to give attendees useful takeaway information
so that their future recruitment efforts result in accomplishing study goals,
not a "Field of Dreams."
Learning Objectives:
1. Recall
Cincinnati Children's CTO's strategic approach to participant recruitment
2.
Reproduce three proven tactics of effective clinical research study participant
recruitment
Speaker: Mark Schuller, Marketing and Recruiting
Manager, Cincinnati Children's Hospital Medical
Center
Certificate: CTRA201-E
M17: Funding
Development
Content Level: Beginner
Acquisition of funding is a
highly competitive process particularly with emerging trends of flat to modest
increases in research and development budgets. The aim of this session is to
demystify the identification of funding opportunities by providing tips and
techniques as well as an overview of various types of electronic search
directories, engines, services and databases. Key considerations such as
application due date, funding limitation, eligibility and other restrictions
will be covered. Additionally search strategies using a wide range of funding
programs, sources and opportunities applicable to specialty are provided.
Specifically COS, IRIS, SPIN, grants.gov and other search database features and
e-mail alert service options will be demonstrated. Participants will also review
e-mail alert services and the use of social media, particularly Twitter streams
as an optimal tool in funding development and dissemination of funding trends
and opportunities in a global context.
Learning
Objectives:
1. Identify funding opportunities utilizing electronic,
social media and interpersonal mechanisms
2. Review electronic search
directories, agency search engines and databases to find funding information
electronically and via social networking sites
Speaker:
Renee Vaughan, Director of Research Communication and Compliance, Duke
University Medical Center
Certificate: PA-R
M18: OHRP Update
Content
Level: All Levels
Session will review the OHRP/FDA proposed
revisions to the common rule regulations governing the conduct of research with
human subjects described in the Advanced Notice of Proposed Rule
Making.
Learning Objectives:
1. Be able to discuss the
major elements of the proposed changes
2. Be able to discuss the potential
impact of the changes on there organization.
Speaker: Jeremy
Corsmo, Director, Research Compliance and Regulatory Affairs, Cincinnati
Children's Hospital Medical Center
Room:
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MONDAY, MAY 7 | 3:45 - 5:00
p.m.
M19: A Blended Model of
Research Administration and Research Development Positions
Content
Level: All Levels
As requirements tightened and resources dwindled,
research administrators began providing, at least informally, proposal
development support to faculty and staff. Multiple models and visions for this
new role have emerged. At large institutions, the roles of research
administration and development are undertaken by separate staffs. At smaller
schools, these roles may be blended into one office, frequently one
person. As Research Development Specialists at NIU, the presenters
represent this blended model. Every day, we operationalize a model for research
development; however, we recognize we are "building the boat while rowing it."
This strategy suggests principles that may guide new development professionals
in this emerging profession. We will share our expertise about the
benefits and challenges of this model. We will offer support, resources, and
guidance. We also hope for a lively discussion, fully expecting that the most
meaningful support will come from the shared wisdom of the
group.
Learning Objectives:
1. Identify core values,
challenges and pitfalls of the Research Development position
2. Understand
how to navigate the blending of job roles between Research Administration and
Research Development
Speaker: Donna Martin and Andrea
Buford, Research Development Specialists, Office of Sponsored Projects, Northern
Illinois University
M20: Best Practices in
the Responsible Conduct of Research
Content Level:
Intermediate
This session will first provide an overview of the development
of professional standards in the responsible conduct of research. Next, the
session will describe the many components required under the federal guidelines
for mentoring and teaching the responsible conduct of research. The session then
will review various tools and resources available for providing training to
graduate students, postdoctoral fellows and principal investigators. Finally,
participants will be asked to share their own institutional practices and
problems with implementing a program in the responsible conduct of research.
Handout materials will provide references and sources of information to develop
institutional programs based on the most recent federal guidelines and
requirements.
Learning Objectives:
1. Describe the
required components of responsible conduct of research and use the handout
materials to make strategic decisions on external vs. internal training
programs
2. Evaluate the strengths and weaknesses of available resources and
evaluate the benefits of developing internal customized
programs
Speaker: Marjorie Piechowski, PhD, Director of
Research Support, University of Wisconsin-Milwaukee
M21: The Basics of
Effort Reporting
Content
Level: Beginner/Intermediate
The fundamentals of effort reporting
and the issues of labor costs charged to federally sponsored
projects.
Learning Objectives:
1. Be able to describe the
fundamentals of federal effort certification requirements
2. Understand the
basic challenges and infrastructure to appropriately administer effort reporting
at an institution
Speaker: Doyle Smith, Director,
MAXIMUS
M22: Negotiating
Clinical Trial Agreements with For-Profit Companies
Content Level:
All Levels
This session will offer tips, traps and tricks of negotiating
clinical trial agreements, including a discussion of conducting negotiations via
email versus teleconference discussions. Presenters will role play to illustrate
tactics and strategies.
Learning Objectives:
1. Develop
strategies for negotiating contractual provisions
2. Develop an understanding
of compromise, its benefits for win-win contracts and tools to help finding
it
3. Practical tips and examples of how to conduct negotiations in person,
over the phone and via e-mail communications
Speaker: J.
Michael Slocum, JD, President, Slocum & Boddie,
PC
Certificate: CTRA101-R
M23: Pre-Award
Preparation
Content Level: Beginner
Pre-award research
administrators must be able to assist investigators in many areas, from
identifying appropriate funding programs and mechanisms to budget development
and proposal review and approval, including such related issues as application
of award types, export controls and effort reporting. This session will provide
participants with the knowledge and skills to assist investigators with
understanding and addressing federal rules and regulations governing proposal
requests, agency policies and award types, matching projects to program
guidelines and developing their proposals in a timely manner. This session will
discuss what elements need to be approved in advance, such as cost share,
program income, investigator eligibility and space needs; who should review and
approve a proposal before submission; and who should have signature authority
for various documents and reports.
Learning
Objectives:
1. Learn the typical elements of a proposal;
institutional assurances and certifications
2. Understand the regulatory
environment for federal funding
3. Describe the relevance of conditions of
award types (grant, contract, sub-award, cooperative agreement) and how to
distinguish from gifts
4. Apply strategies for successful submissions: what
works, what doesn’t, what elements require prior
approval
Speaker: Paul Kingsbury, PhD, Director of Sponsored
Programs, University of South Dakota
Certificate: PA-R
M24: The Brave New Patent World
After the America Invents Act
Content Level: all
levels
What does the Leahy-Smith America Invents Act (AIA) mean with a
particular emphasis on those sections which will most directly impact
universities. These will include Section 3 (which changes the U.S. from a
"first to invent" regime to a "first to file" regime on March 16, 2013), Section
5 (which expands the "prior user" defense but which exempts university patent
rights from being subject to this defense in most instances), and Section 10
(which establishes a "micro entity" discount of 75% which should apply to most,
if not all, inventions by university researchers). With regard to Section
3, there will be a discussion of some suggested filing strategies for
universities to cope with going from a "first to invent" regime to a "first to
file" regime.
Learning Objectives:
1. Understand
the key provisions of the AIA that impact universities
2. Be provided with
some potential strategies for coping with going from a "first to invent" regime
to a "first to file" regime.
Speaker: Eric Guttag, Eric W.
Guttag IP Law Office
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TUESDAY, MAY 8 | 9:00 - 10:15 a.m.
T1: Interviewing: Getting
to the Heart of the Matter
Content Level: Intermediate
The
session will explain and demonstrate effective vs. ineffective general
interviewing techniques. It will first cover how to conduct an interview to get
complete information from a job candidate. It will then cover how to set goals
for the interview and prepare questions that will get the information you need
to choose the best candidate. It will cover listening techniques and how to
stage an effective interview. The techniques demonstrated can be used to improve
day-to-day business conversations with your colleagues. You will learn to be a
more effective communicator and interviewer.
Learning
Objectives:
1. Learn to conduct a job interview that focuses on a
candidate's job-related skills
2. Improve your skills in everyday business
conversations
Speaker: Jennifer Horn, JD, Associate Managing
Director of Research Services, Texas Tech University
T2: Science and the
Global Public: Integrity and the Social Contract
Content Level: All
Levels
Integrity and responsibility are words with profound social
implications. Their fruition depends on an ability to conceive an ideal, aspire
to it, and abide by it. It is the role of the global scientific community to
provide the means for constituents to internalize and practice their highest and
most worthy ideals. Science generally flourishes when the public, with
whom it has a social contract, supports it. The public has a hope for future
knowledge and security and depends on science as a means to that goal. Every
effort must be made to bolster respect and trust. Realizing that we live in a
more demanding and competitive era, the nurturing of research integrity for
research institutions has become forthright rather than presumed. This
presentation will review the evolution of thought, interest and techniques
related to the responsible conduct of research over the last half
century.
Learning Objectives:
1. Understand responsible
conduct of research historical evolution
2. Demonstrate an awareness of
various responsible conduct of research education
techniques
Speaker: Daniel Vasgird, PhD, Director, Office of
Research Integrity and Compliance, West Virginia University
T3: What Can Be Learned
from Recent NSF Audits
Content Level: All Levels
During this
presentation we will talk about the most recent audits performed by the NSF
Office of Inspector General and its outcomes. We will explain how these findings
are derived and the steps needed to fix them. Additionally, we will talk about
the areas of emphasis during these NSF-OIG audits and the different areas that
are reviewed during a regular audit. Our goal with this presentation is to help
organizations be better prepared and to avoid similar
issues.
Learning Objectives:
1. Learn about most recent
NSF findings
2. Learn about the NSF-OIG's areas of emphasis during
audits
Speakers: Wilfredo Corps, Director of Government
Services, Mayer Hoffman McCann, P.C.; Doyle Smith, Director, MAXIMUS
T4: Biobanking for
Research and Clinical Trials
Content Level: Intermediate
Most
clinical and translational research relies on results obtained from biological
specimens. At the same time, investigators often pay insufficient consideration
to the critical effect pre-analytical variables have on these samples and study
results. This deficit can lead to wasted time and resources pursuing false
leads. Biobanks are centers which specialize in the collection, processing,
storage and distribution of biological samples and related clinical information
and can help identify, control, and record these variables. This presentation
will discuss effects of some known pre-analytical variables and how use of a
biobank can lead to improved research at lower costs by centralizing
operations.
Learning Objectives:
1. Learn basics of a
biobank, what it is and how it can improve research
2. Learn aspects of data
and sample collection that investigators should consider when planning and
performing a study
Speaker: Michael Barnes, PhD, Director,
Cincinnati BioBank, Cincinnati Children's
Hospital
Certificate: CTRA101-E; CTRA201-E
T5: eRA Submission
Technologies
Content Level: All Levels
Track: Sponsored Programs
Administration
Electronic Research Administration (eRA) holds tremendous
promise in enhancing various aspects of institutional compliance with sponsor
requirements in the proposal submission process as well as in the administration
of awards. This session offers a comprehensive look at common electronic
proposal submission systems such as Grants.gov, NSF Fastlane, and electronic
Handbook. Additionally other electronic funding development tools such as
Research.gov, NIH RePorter, and Proposal Central will be discussed. Strategies
for successful submissions and best practices are included. Historical overview
of eRA system to system interfaces and their use as a compliance tool for
comprehensive and uniform approaches to managing sponsored projects will be
provided. Integration of sponsor guidance, representations and certification
will be outlined. In addition, the evolution of diverse eRA systems and their
compliance features will be reviewed.
Learning
Objectives:
1. Identify key features of common electronic proposal
submission systems and standard compliance issues relevant to pre-award
processes
2. Review expectations of major federal electronic submission
programs such as NSF Fastlane, Grants.gov, electronic Handbook, e-Grants
(various agencies), Proposal Central
Speaker: Dara Little,
Associate Director, Northern Illinois
University
Certificate: PA-R
T6: PHS Financial Conflict of
Interest: The New Rules and Implementation Considerations
Content
Level: TBD
The Public Health Service released new regulations
on financial conflict of interest in 2011 that will go into effect in August
2012. The new regulations make significant changes to the previous
regulations on financial conflict of interest. Institutions receiving PHS
awards must revise conflict of interest policies to incorporate the new
regulations. They must also provide investigators (as defined by the regulation)
with training on PHS financial conflict of interest regulations prior to
incurring costs on new awards subject to the regulation. The regulations
as currently written also require monitoring of investigator travel that is not
reimbursed directly by the awardee institution. This session provides an
overview of the new PHS regulations and addresses implementation issues,
including examples of how certain institutions are addressing problematic areas
of the regulation.
Learning Objectives:
1. Learn
about what the new regulations require
2. Provide implementation
considerations and will learn about unresolved issues related to
implementation
Speaker: Brooke Langlitz, Export Control and
Conflict of Interest Administrator, Office for Responsible Research
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TUESDAY, MAY 8 | 10:30 - 11:45
a.m.
T7: Using Philanthropy in Research
Content Level: All
Levels
This session will highlight Cincinnati Children's Hospital Medical
Center's approach to partnering philanthropic funding opportunities with
research priorities. You will hear how philanthropic seed funding has been
used to leverage research grants that have had national and international
impact. This session will also discuss distinguishing the financial
accounting of sponsored programs from philanthropic support while still
providing for stewardship opportunities.
Learning
Objectives
1. Understand how to link research
opportunities/needs with philanthropic opportunities
2. Understand the
distinction between a sponsored program grant and a philanthropic
gift
Speakers: Tracy Glauser, Associate Director of the
Clinical, Translational, Outcomes and Health Services Research, Children's
Hospital Research Foundation; Jim Saporito, Senior Vice President of
Development, Cincinnati Children's Hospital Medical Center
T8: A Hard Look at
Research Misconduct: Is Academia Responsible?
Content Level: All
Levels
This session will clearly define the concept and "research
misconduct", introduce the Office of Research Integrity (ORI) and take a hard
look at how the tenants of academia may negatively impact the responsible
conduct of research. In a world of tenure, publishing practices, outside funding
sources, cultural diversity and competition, is the very institution that is
responsible for identifying and reporting research misconduct be causing some,
if not most, research misconduct? Please bring your ideas and/or
examples.
Learning Objectives:
1. Identify "research
misconduct" as defined by the Office of Research Integrity
2. Explore the
tenants underlying academia and to view their impact on research
integrity
Speaker: Lee McDaid, Sponsored Programs Training
Officer, Vanderbilt University
T9: Compensation:
Institutional Base Salary and Augmentation
Content Level:
Advanced
This session will review the federal requirements for proposing and
charging salaries to federal awards and will examine the ways, intentional or
unintentional salary, in which augmentation may be occurring. We will review
worst practices, the impact of those practices, and the cost to the federal
government when engaging in those practices. We will look at bonus and incentive
programs, incidental work, and intra-institutional consulting. We will evaluate
the risk of mid-year promotions and the challenges of correctly costing salary
when there are multiple payers. We will discuss raises that impact the
institution and grants. Finally we will summarize the basic expectations of
charging of salaries on a federal award and ways to resolve the risk that may
exist if augmentation is occurring.
Learning
Objectives:
1. Understand the federal expectations for proposing and
charging salary on federal awards
2. Be able to assist institutions in
addressing the challenges that may result from inappropriate charging of salary
on federal awards
Speaker: Kris Rhodes, CRA, Director,
MAXIMUS
T10: Clinical Trials
Budget Negotiations
Content Level: Intermediate
Budgets for
clinical trials should be based on sound accounting principles and an accurate
analysis of the protocol. Often, establishing the costs for procedures is
relatively straightforward, but accurately estimating hidden costs, such as
investigator time and start-up costs, can be more difficult. A systematic
process for analyzing protocols, determining costs, and negotiating budgets will
be discussed, along with relevant aspects of contract negotiations and
establishing payment schedules. Tips to optimize budgeting for clinical trials
will also be presented.
Learning Objectives:
1. Learn the
four components of a clinical trial budget
2. Explain the differences between
budgeting for clinical trials funded by industry and federal
sources
Speaker: Bruce Steinert, PhD, Administrative
Director, Clinical Trials Center, NorthShore University
HealthSystem
Certificate: CTRA201-R
T11: Whether, When and
How to Use a Professional Grant Writer
Content Level: All
Levels
All successful grants require outstanding research, but large-scale or
collaborative or multi-disciplinary grants require excellent teamwork,
management plans, a coherent and unified voice, a comprehensive and persuasive
budget narrative, and overall high quality, compelling writing. Often the
faculty/researchers lack the organizational skills, writing experience and
knowledge to prepare these types of proposals. A professional grant writer can
provide expert services in these areas that will enhance proposal
competitiveness and success. This session will offer detailed and practical
information on the circumstances and types of proposals that would benefit from
working with an experienced professional grant writer, how to identify and hire
a suitable grant writer, how to collaborate with a professional writer, what a
professional grant writer can and cannot do, and how to avoid pitfalls and
problems with such a resource person.
Learning
Objectives:
1. Identify circumstances and types of proposals that
would benefit from using a professional grant writer
2. Describe
characteristics of an expert professional grant writer, identify best practices
in working with a professional grant writer, and recognize potential pitfalls
and mistakes
Speaker: Marjorie Piechowski, PhD, Director of
Research Support, University of Wisconsin-Milwaukee
T12: FISMA! Never Heard
Of It!
Content Level: Basic and Intermediate
This session will
provide the background of the Federal Information Security Management Act
(FISMA) of 2002. The Presenter will share the evolution from NIST
introducing the informational standards and the government making these
standards law. This session will show how FISMA is making its' way into a
significant number of federal R&D contracts. The Presenter will share
with the audience the various forms FISMA presents itself within a federal
contract and specific steps which are taken to address the significant
challenges presented in complying with the various levels of FISMA. The
Presenter will share how his University is addressing FISMA language and the
associated requirements from an administrative perspective, the impact on the
research, sharing template(s) and varies strategies utilized in addressing FISMA
language presented in the prime contract agreement or within the flow down
language. This session will not get into the specific "technical" aspects
of informational management associated the various FISMA level
requirements
Learning Objectives:
1. Have a basic
understanding of FISMA and how to recognize FISMA language
2. Learn various
methods and strategies for addressing and/or complying with FISMA
requirements
Speaker: John Michnowicz,
Associate Dean and Executive Director, Duke University School of
Medicine
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TUESDAY, MAY 8 | 1:45 - 3:00
p.m.
T13: Mentoring and
Coaching for Organizational Success
Content Level: All
Levels
Over time, mentoring and coaching have become common vehicles for the
development of world-class leaders. Too often, however, these approaches are
independently or collectively mismanaged or misunderstood. The implication is
that we are sub-optimizing the value that the emerging leader can gain from
these experiences. This session will focus on the distinction between mentoring
and coaching and the approach to effectively execute
each.
Speaker: David Mineo, Director, Public Sector, RSM
McGladrey Consulting Services, Inc.
T14: Export Control
Implications and Challenges in University Research
Content Level:
TBD
Complying with export controls in the university environment requires an
effective program with shared compliance responsibilities.
Learning
Objectives:
1. Acquire an understanding of export controls,
when they apply, how to effectively mitigate controls and elements of a standard
compliance program.
2. Identify export controls in research, negotiating
and managing controlled projects, how to qualify and invoke exemptions,
exceptions and exclusions, identifying research not qualifying as "fundamental"
through contractual restrictions, distribution statements,
etc.
3. Screening techniques for: foreign national employee and visiting
scholars (I-129 & DS-2019 reviews), and Entity
List
Speaker: Mike Miller, Export Control Officer,
University of Central Florida
T15: Introduction to
Cost Share and the Proposal Process
Content Level: Beginner
Cost
share is a topic that fills many research administrators with dread- it can be
confusing, distracting, and a hassle. If not appropriately addressed during the
proposal process, it can cause unnecessary administrative burdens when a project
is awarded. This session will provide administrators with the tools necessary to
identify cost share and manage it appropriately in proposals. The session will
begin with an overview of cost share by discussing the various types (mandatory
vs. voluntary), the basis for determining allowable cost share, and reviewing
common examples. It will also focus on the importance of cost share and how cost
share commitments can impact institutions. The presenters will discuss cost
share in the context of the proposal process by reviewing some specific sponsor
guidelines and requests for proposals. Through case studies, participants will
learn how to identify voluntary committed cost share and to manage proposals
with mandatory cost share.
Learning Objectives:
1.
Provide a comprehensive overview of cost share- what it is, the various types,
and why it is important
2. Identify cost share considerations during proposal
development process using case studies
Speakers: Kim Carter,
CRA, Associate Director, Office of Sponsored Programs, Ohio State University
T16: Clinical Trials
Panel: Learn From For-Profits and the Nonprofits
Content Level: All
Levels
With at least half a dozen different organizations located in the
Cincinnati area conducting clinical trials, it's a hotbed of patients, drug
money (the good medicinal kind) and high-caliber, experienced staff. Learn from
the experts how they attract both the funding and the patients. Learn the
differences between clinical trials at for-profit and non-profit institutions.
Ask the experts what is considered when sites are selected and how you can have
your institution selected as a site instead of another. See the
competitors and collaborators all come together at one table to help you
succeed. Panel experts from Cincinnati Children's Hospital Medical Center,
Proctor & Gamble, MedPace, Kendle and the University of Cincinnati. These
experts will be on-hand and agreed to share at least some of their
secrets.
Learning Objectives:
1. Identify to
criteria used for clinical trial site selection
2. Identify keys to patient
recruitment, marketing and securing clinical trials in the first
place
Speaker: Kevin Titus, Business Director, Cincinnati
Children’s Hospital Medical Center
Certificate: CTRA101-E;
CTRA201-E
T17: Lessons Learned
From Building a Local Grants and Contracts Office
Content Level: All
Levels
This presentation will discuss in detail the steps involved in: -
establishing a local Grants and Contracts Office - integrating it into the
university system-wide Office of Sponsored Programs - building working
relationships with PIs and department administrators - offering a multitude of
proposal and budget development services - provide grant management training
Participants will be provided with information on how to foster teamwork at all
levels. We will also discuss how the GCO functions two years later by
reviewing which tools and strategies were most helpful.
Learning
Objectives:
1. Identify and understand steps involved in building a
GCO at the local campus level and how to integrate it into the university
system
2. Identify tools and strategies to increase teamwork amongst
departmental administrators, PIs, and the GCO
Speaker:
Susanne Van Weelden, Director, Grants and Contracts, Texas Tech University
Health Sciences Center El Paso
T18: NSF Update
Content Level: All Levels
This
session is a comprehensive review of what is new and developing with the
National Science Foundation's programs, policies, people and budgets.
Participants will learn about changes affecting their institution and new
programs of interest to their researchers.
Learning
Objectives:
1. Understand upcoming changes to NSF policies and
procedures
2. Learn about current and future NSF budgets, agency
priorities and involvement in electronic initiatives including advances with
Research.gov
Speakers: Samantha Hunter, Senior Policy
Specialist, National Science Foundation
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TUESDAY, MAY 8 | 3:15 - 4:30
p.m.
T19: Training
New Hire Research Administrators
Content Level:
Intermediate
Remember when you first got started in this business? Maybe you
were one of multiple people providing research administration support, maybe you
were the only one with a single senior level administrator to turn to for help.
Remember the struggle to understand and comprehend and the fear of making a
"bad" decision. Getting people off to a good start in this business can be
challenging. Typically the first three months on the job staff are thinking
"what did I get myself into, I'm destined to fail". When we start new folks we
generally are struggling to provide the training they need, while juggling 20 or
more obligations of our own. We tend to train on process, but understanding the
foundation and background for processes is what determines success in this
business. This session is an interactive discussion of how we can improve
training and new hire retention in the profession.
Learning
Objectives:
1. Expand one's toolkit of approaches for training new
hires
2. Expanded ability to use online training, mentoring, and resource
research skill development in training new hires
Speaker:
Kris Rhodes, CRA, Director, MAXIMUS
T20: The
Perfect Storm - CANCELLED
T21: Compliance and
Effective Monitoring Systems
Content Level: Intermediate
This
session will focus upon the need for compliance over sponsored agreements,
including a discussion of increased federal oversight, as well as providing
specific examples of the consequences of non-compliance (i.e., results of recent
federal audits/settlements). As a solution, the session will move forward with a
discussion of the elements of effective compliance programs, with focus upon
policies and procedures. This will lead into a presentation of specific
mechanisms to evaluate the quality of the institutional policies and procedures,
which serve as the foundation of compliance programs. The final phase will
include a discussion of compliance monitoring activities including specific
examples for the testing of several high risk areas (e.g., performance
measurement standards or metrics).
Learning
Objectives:
1. Gain knowledge of current Federal audits over
sponsored agreements
2. Obtain insights into mitigating Compliance Risks at
their institutions
Speaker: Steve Bradley, Director,
MAXIMUS
T22: Effective Monitoring of
Clinical Trials at the Academic Medical Center
Content Level: All
levels
Clinical Trials are an integral component of the research portfolio
and research mission of the Academic Medical Center (AMC). Whether Investigator
Initiated (IIS), AMC sponsored or industry sponsored, effective management of
Clinical Trials starts with understanding the monitoring requirements as well
understanding what industry leading practices exist to manage clinical trials
monitoring in a compliant and efficient manner.
Learning Objectives:
1. For IIS and AMC sponsored trials, understand what
responsibilities and associated risks must be managed and challenges that should
be considered
2. For industry sponsored trials, understand the day to day
operational mechanics of the monitoring process, outputs, and understand what
consequences exist for sub-optimal monitoring
management
Speakers: Elva Turner, Regulatory Affairs
Specialist at Cincinnati Children's Hospital, and Eric Tomasini, Manager, Health
Industries Advisory, PwC
T23: The Agency Review
Process
Content Level: All Levels
Part of the strategy for
preparing and submitting successful grant applications is understanding how the
funding agency review process works so the application can be tailored for that
process. This session will present specific information about the similarities
and differences in the review process at major federal agencies. Participants
will learn about the steps in the review process, how reviewers are selected,
what reviewers look for in successful proposals, and how to become a reviewer.
Research administrators who become reviewers gain an insider's knowledge of
effective proposals and also gain more credibility in advising principal
investigators. The session will be useful for research administrators who advise
and assist principal investigators in preparing competitive proposals.
Understanding the agency review process also can be helpful in interpreting
agency reviews for revising and resubmitting unfunded
proposals.
Learning Objectives:
1. Describe and
understand the review processes at major federal agencies, including how
reviewers are selected and how to become a reviewer
2. Apply this
understanding to advise principal investigators to prepare strong
proposals
Speaker: Marjorie Piechowski, PhD, Director of
Research Support, University of Wisconsin-Milwaukee
T24: ARRA Audit
Findings: Major Issues and Resolutions
Content Level: TBD
The
American Recovery and Reinvestment Act (ARRA) provided millions of dollars in
funding to many institutions across the country. Funds were provided to
grantee institutions for sponsored activities as well as for stabilization of
state funding. The Obama Administration noted at the time the funds were
made available that transparency regarding the use of the funds would be
paramount and that awardees could anticipate audits of their ARRA awards.
Several ARRA audits have been completed by the Federal Government and this
session will provide a summary of the major findings of these audits. In
addition, the attendees will be provided detailed information about the extent
and complexity of one institution's ARRA audit. Finally, attendees will be
provided information about audit resolutions and offered potential solutions for
audit findings that may arise on their ARRA awards.
Learning
Objectives:
1. Inform of major financial and compliance issues
raised during ARRA audits
2. Provide in-depth information about the
complexity of an ARRA audit at one institution
3. Provide examples of
resolutions of audit findings
Speaker: Rochelle Athey, CRA,
Director, Office of Sponsored Programs Administration, Iowa State University
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WEDNESDAY, MAY 9 | 9:00 - 10:15 a.m.
W1: A Session WKRP's Employees Wished Mr.
Carlson; "The Big Guy" Had Taken
Content Level: All Levels
There
are many aspects to research administration but none more important than
recruiting, training, and retaining Research Adminis-trators. Over the last
several years, numerous unfunded mandates requiring more transparency,
accountability, and compliance have been implemented that dictate a demand for
more highly trained and specialized Research Administrators. Attendees will
learn how TRAIN® (The Research Administration Improvement Network), an education
resource at the University of South Florida, is developing curriculum for
internal certification in research administration and proceeding to establish a
Graduate Certificate in Research Admini-stration (GCRA). This interactive
session will offer participants re-sources and recommendations to assist with
professional develop-ment and provide a basis for succession
planning.
Learning Objectives:
1. Recognize and apply the
resources to use to promote professional development, improve productivity, and
succession planning
2. Identify SRA development opportunities (e.g.,
workshops, webinars) and other educational resources that will provide the
appropriate skills and knowledge needed
Speakers: Rebecca
Puig, Director of Sponsored Research, and Robin Jones, TRAIN Facilitator,
University of South Florida
W2: The FDA is Coming: Who
Will You Coordinate With Your Sponsor?
Content Level: All
Levels
You have just gotten notice that the FDA will be visiting your site.
How will your sponsor be involved? Some of the details may be specified in your
clinical trial agreement (CTA). Did you treat it as “boilerplate” when you
negotiated the clinical trial agreement or did you think about the details about
how the sponsor would be involved? Some details may be addressed at time of CTA
signing but other details may depend upon the nature of the visit or how
activities evolve during the FDA visit/review. This session will explore some of
the issues that may come into play when the interests of the various entities
[e.g., principal investigator (PI), facility/hospital, sponsor, site] are not in
harmony (e.g., what if the sponsor wants to review and approve your response in
advance but your PI doesn’t agree with this approach or disagrees with the
sponsor’s perspective.)
Learning Objectives:
1.
Understand the importance of the CTA language regarding FDA visits
2. Plan
for FDA visits and sponsor involvement
Speaker: David King,
JD, Director, Office of Industry Contracts and Assistant University Counsel,
University of Louisville
Certificate: CTRA201-E
W3: Subrecipient Monitoring:
Did We Let the Dogs Out?
Content Level: Beginner and
Intermediate
This session will provide the background associated with
Subrecipient Monitoring and the regulations governing this activity. The
Presenter will share the basis of Subrecipient Monitoring, assessment tools
utilized for assessing risk and share strategies for addressing the various
degrees of risk inherent with collaborative research projects. This
session will touch on roles and responsibilities of the PI, Department
Administrator and Central Office(s) along with covering the terminology
associated with Subrecipient Monitoring. In addition, this session will
touch on proposed OMB changes with respect to Single Audits and how these
changes, if implemented, may impact our future business practices.
Learning Objectives:
1. Have a basic understanding of
what Subrecipient Monitoring means and Subrecipient Monitoring entails
2. Be
presented with actual methodologies employed for assessing risk and strategies
for managing risk
3. Be provided the opportunity to share in a discuss
with respect to the current proposed OMB changes which may impact how
Subrecipient Monitoring is performed in the future
Speaker: John Michnowicz, Associate Dean and Executive Director,
Duke University School of Medicine
W4: Contracts, Budgets and
Financial Management: A Clinical Trials Office Perspective
Content
Level: All Levels
This session highlights Cincinnati Children's
Clinical Trials Office's approach to budgeting and negotiating successful
budgets; along with implementation. Key components of the process will be
addressed from identifying the various components of a budget, to negotiating
the budget with an industry sponsor. Detailed templates, mechanics and
perspective of the budgeting process will be shared. The second portion of the
session will address the importance of financial management post-award in the
department or division. Once a budget has been negotiated, the check is not in
the mail and dollars are not in the bank. It is critical to ensure a process is
created and communication between the clinical team and the financial team is
clearly defined to ensure proper payment and financial management. This session
will provide real-life solutions and resources on accurate tracking and
compliance as well as the opportunity to share best
practices.
Learning Objectives:
1. Describe the process
for developing and negotiating successful clinical trial budgets with industry
sponsors
2. Identify three tactics/ resources for ensuring accurate
post-award financial management of clinical trials
Speakers:
Melinda Muenich, Director, Clinical Trials Office, and Kevin Titus, Business
Director, Cincinnati Children's Hospital Medical
Center
Certificate: CTRA101-E; CTRA201-E
W5: Creating a Research
Program at a PUI- Year 1
Content Level: Intermediate
This session
will discuss the program of changes that were identified to be implemented in
order to increase research at a PUI. It will discuss the value of each
initiative, the strategy to implement the initiative and any difficulty that
occurred along the way. It will provide a "roadmap" of how to perform an
institutional assessment, set goals and manage the change
process.
Learning Objectives:
1. Identify the areas of
the research enterprise that require assessment
2. Evaluate the research
enterprise to develop goals
Speaker: Rene Hearns, CRA,
Director, Grants and Sponsored Programs, Edinboro University of Pennsylvania
W6: NIH Update
Content
Level: All Levels
This session will cover the latest news from the
National Institutes of Health (NIH), including information on the NIH budget,
current policy topics, policy reminders, and updates on NIH eRA
activities.
Learning Objectives:
1. Learn basic
information concerning the NIH, including new, emerging initiatives as well as
recurring policy reminders
2. Learn basic information concerning NIH eRA
activities, including eRA Commons and electronic submission of NIH grant
applications
Speaker: Maria Koszalka, OPERA, National
Institutes of Health
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WEDNESDAY, MAY 9 | 10:30 - 11:45
a.m.
W7: Research Administrator: Succession Planning
Content Level:
Intermediate
The role of a research administrator continues to gain
importance within an organization. Yet how often do we find
ourselves wondering who could fill my shoes if I were to be promoted.
Succession planning will help you understand the importance of planning ahead,
how to identify potential candidates, what needs to be in a training action plan
and identify possible mentoring opportunities for future research
administrators.
Learning Objectives:
1. Define what
succession planning is and how to apply it in your organization
2. Identify
opportunities to mentor staff to provide experience in research
administration
Speaker: Louis Candiotti, Department
Administrator, Michigan State University
W8: Faculty Consulting:
Institutional Policies, Intellectual Property, Private Plans and the Impact of
Stanford vs. Roche
Content Level: Intermediate
This session will
focus on how various institutions address faculty consulting agreements.
Existing policies at various institutions will be reviewed, including how the
agreements are monitored or reviewed. Some institutions have private practice
plans (e.g., medical schools) that address outside work of faculty while other
colleges permit “one day a week” outside activities. What if a faculty member
signs an agreement that is contrary to the institution’s intellectual property
policy or work assignments with the institution? The Harvard School of Public
Health is conducting a survey on the institutional oversight of faculty
consulting agreements at U.S. medical schools and schools of public health.
Information about the status of that study will be discussed as well as the
impact of the Stanford vs. Roche litigation on faculty consulting
agreements.
Learning Objectives:
1. Increased
understanding of the role of faculty consulting and IP ownership
2. Review
how other institutions are dealing with review of faculty consulting agreements
and the impact of Stanford vs. Roche
Speakers: David King,
JD, Director, Office of Industry Contracts and Assistant University Counsel and
Matthew Hawthorne, Contract & Compliance Specialist, University of
Louisville
W9: Basics of an A-21
F&A Short Form Rate Proposal
Content Level: Intermediate
This
session is designed to provide attendees with a basic knowledge of using the
A-21 Short Form method to prepare an F&A Proposal for educational
institutions. This will start with a discussion of which universities are
eligible for usage of the Short form method. The course will briefly describe
the differences between the short form method versus the long form requirements.
It will then progress into a discussion of applicable federal regulations. The
course will embody a description of applicable cost pools as well as a sample
rate calculation.
Learning Objectives:
1. Learn
requirements set forth in the applicable OMB Circulars and Appendix E
2.
Understand the basic methodology to calculate an F&A rate, including
applicable "bases"
Speaker: Mitzi Singleton, CPA, Manager,
MAXIMUS
W10: Clinical Trial
Agreements: The Other Contract Clauses
Content Level:
Intermediate
Contract negotiators spend a great deal of time addressing
indemnification, subject injury and insurance clauses in a clinical trial
agreement (CTA). While these risk management clauses get the most attention, the
other clauses are important as well. In this session we will review these other
clauses and discuss preferred language. Participants will also be provided with
samples of sponsor provided language to discuss the implications of the wording
of the clause and to determine an appropriate alternative.
Learning
Objectives:
1. Identify contract clauses in a CTA that can directly
impact the protection of the Institution/PI
2. Identify areas within a CTA
where cross-referencing with other clauses is
necessary
Speaker: Kristy Baker, CRA, Director, Business and
Industry Contracts, Ohio State University, Office of Sponsored
Programs
Certificate: CTRA201-E
W11: Writing and Living
by Performance Based Goals, Measures and Objectives
Content Level:
Beginner
Performance objectives are used continually in education and service
proposals. How often do we see specific instruction that our performance goals
and objectives must be MEASURABLE? While used in education and service
proposals, performance objectives are not just for proposals, they also apply to
our lives, our personal improvement, our staff, and our office operations.
Performance measures or objectives are what management should be using to let
staff what is expected of them; performance measures are what management should
be using to assess staff performance.
Learning
Objectives:
1. Learn to write effective performance based goals and
objectives
2. Learn to write effective performance based goal setting to
proposals, life, and operations
Speaker: Kris Rhodes, CRA,
Director, MAXIMUS
W12: Proposals in the Large:
Managing Complexity in Proposal Development
Content Level: All
Levels
Large proposals present unique, but not insurmountable challenges, in
that the research plan must be supported by equally robust plans for engagement,
diversity, assessment and evaluation, institutional commitment,
dissemination, and sustainability. Additional challenges include
researcher-to-researcher communications, institution-to-institution Sponsored
Program interaction, complex budgets and justification statements, and the
collection and management of supporting documents. This presentation
attempts to show how the utilization of proven project management techniques can
provide a vehicle by which the inherent complexity of large proposals may be
managed.
Learning Objectives:
1. Better understand
the complexity of large proposals
2. Better understand the tools of
project management in managing proposal complexity
Speaker:
Charlie Senn, Director, Proposal Development, University of Tennessee Back
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