DRAFT 2007-06/27 August 2, 2007 Time Topic Presenter / Organization Meeting Room 1:00 - 1:30 Registration/Welcome Registration Area (outside Ballroom) 1:30 - 3:00 Legal Issues Associated with Federal Grants Legal Issues and Federal Grants provides a fundamental background Kris Rhodes, Director of Grants Ballroom A of the legal compliance requirements associated with federal grants, Administration, Wake Forest University with an emphasis on implications of federal costing and Health Sciences and Immediate Past administrative requirements on applied award administration. The President, SRA Southern Section workshop specifically addresses OMB Circulars, Code of Federal Regulations, Federal Acquisition Regulation, Award Notices, Agency Guidelines, and Institutional Policies and how the compliance requirements intersect and impact award administration. The workshop addresses the legal obligations associated with submitting a proposal or accepting an award. It also provides an understanding of what individuals should expect from their institutions in terms of a compliance infrastructure, where the requirements flow from, and when opportunities exist to “push back” on requirements. For central administrative staff with less than five years experience, the workshop will provide a foundation for effectively administering federal awards. 1:30 - 3:00 Service Centers The speakers will discuss the steps of instituting financial and Mark C. Davis, Managing Director, Ballroom C programmatic controls relating to service centers for research Higher Education & Health Care institutions. There will be a discussion on the specific experiences in Services and/or David Mineo, Senior instituting such a program. Participants will have availability to ask Manager BearingPoint questions and contribute experiences relating to their institutions. 3:00 - 3:30 Break Ballroom B 3:30 - 5:00 Legal Issues Associated with Federal Grants (continued) See session description above. Ballroom A 3:30 - 5:00 Effort Reporting The objective of the Effort Reporting session is to gain an Doyle Smith, Director, Educational Ballroom C understanding and working knowledge of the effort reporting process Services, MAXIMUS and requirements from throughout the life cycle of a sponsored award, i.e., from proposal development to award closeout. Attendees will be made aware of the federal costing principles and the agency expectations surrounding this important topic that will assist the participant in mitigating risks at their institution. Topics discussed will include what effort and effort reporting are, institutional base salary, cost sharing, tracking and monitoring commitments and the certifying of effort. 5:30 - 8:00 Dinner (provided) and Networking Jazz Lab August 3, 2007 7:30-8:00 Registration / Continental Breakfast / Exhibits Registration Area (outside Ballroom) / Ballroom Lounge 8:00 - 8:20 Welcome Dr. Dalton Bigbee, Vice President for Ballroom B Academic Affairs, NSU Dr. Tom Jackson, Dean, Graduate College & Research, NSU 8:30 - 10:30 National Science Foundation Update Denise Martin, DGA Ballroom B Samantha Hunter, Policy Office 10:30 - 10:45 Break / Exhibits Ballroom Lounge 10:45 - 12 noon Space Survey and F&A Rate Calculations from a This session is designed to emphasize the importance of Space Steve Bradley, Regional Director, Ballroom C Departmental Administrator Perspective Surveys within the context of university Facilities & Administrative MAXIMUS Rate Proposals. Also, this will focus upon importance of departmental administrators during the survey process. This will include a brief overview of the F&A model, the rate calculation as well as the allocation for costs to indirect cost pools. This session will process into examples of how to functionalize rooms with specific emphasis upon the coding of research rooms per federal regulations (e.g., OMB A-21). The presentation will encompass a discussion of current federal negotiator issues with space surveys. Finally, this will include sufficient time for participant questions and responses from the session presenter. 10:45 - 12 noon Navigating the Rough Waters: How to Hang On and Whoever said the only constant is change had obviously spent Kate Felzien, Coordinator, Research & Ballroom A Enjoy the ERA Ride some time in electronic research administration. This session Sponsored Programs, NSU will get you up to speed on some of the most recent changes Cindy Schaefer, Office of University in ERA, both in electronic proposal submission and grants Research, OSU management. We'll spend a significant amount of time Holly Schreiber, Proposal discussing recent updates in Grants.gov in particular, offering Development Specialist, Arts and tips and best-practices for successfully using Grants.gov on Sciences Research Support Services, your own campuses. We'll also highlight some of the other OSU ERA systems and how to best interface them into your school's processes. 12:00 noon - 1:15 Lunch (provided) / Business Meeting Ballroom B 1:30 - 2:45 Technology: From Concept to Commercialization This session will provide an overview of the resources, programs and Dan Luton, Associate Director, Ballroom A strategies available to help move technology from earliest concept to Programs, OCAST market. The participants will become aware of opportunities Dr. Linda Mason, Coordinator for available to stimulate and finance technology ideas into businesses. Grants & External Funding Assistance, Part I: Discretionary Grant Opportunities: This section will cover OSRHE John federal and state agency grants available for college/university and Campbell, i2e small business partnerships for research and development. Some foundation grants will be listed and described, also. Two case studies will be presented to show the movement of ideas to the products market. Part II: Commercial Opportunities: This section will cover the types of commercial opportunities available for stimulating and developing technology ideas to market products. I2E and OCAST will be described. Two case studies will be presented to show the movement of ideas to the products market. 1:30 - 2:45 Managing Change: Applying the Principles of “Who David Mineo, Senior Manager Ballroom C Moved My Cheese?” to Your Own Work and Life Are you suffering from change overload? Are you frustrated by the BearingPoint change happening around you? Do you fear the implications of automation and tight deadlines? When change occurs do you think “Oh, no, not more change! This just isn’t fair?” This session is based on the principles espoused on the #1 best-selling book, “Who Moved My Cheese?” It is a simple parable that reveals profound truths about change. Change - it happens to all of us; how we deal with this change is what makes the difference between success and failure in a rapidly changing world. Are you equipped to handle change successfully? This will be an interactive and entertaining session, using the “cheese” principles to introduce you to a fun way to deal with the many changes taking place in our work and in our lives. 2:30 - 3:00 Break / Exhibits Ballroom Lounge 3:00 - 4:15 Priming the Pump: Approaches to Increasing Capacity How do you increase grantsmanship and research administration C.J. Vires, Associate Vice President, Ballroom A within Small Institutions capacity within a one- or two-person office? Participants in this Office of Sponsored Programs and session will have an opportunity to hear ECU's capacity building Research, ECU approach and the successes and near successes associated with that approach. In addition, participants will have an opportunity to share their successful strategies during a discussion period. 3:00 - 4:15 A-133 Audit Ever wonder what your auditor is doing? This session will discuss Jim Salmons & Mike Gibson, Cole & Ballroom C everything you need to know about your A-133 audit from an Reed auditors perspective. Participants will discuss Program Risk Assessment and how to get the most out of your next A-133 Audit. 4:30 - 5:00 Closing Comments Ballroom B Time Blocks/Topics/Presenters All Subject to Change! August 3, 2006 Time Topic Presenter / Organization Meeting Room 1:00 - 1:30 Registration ATRC 105 1:30 - 3:00 DA 201 - Management Principles Kris Rhodes / Wake Forest ATRC 102 3:30 - 5:00 DA 201 - Cost Sharing Concepts Kris Rhodes / Wake Forest ATRC 102 6:00 - 8:00 Network Reception OSU Sponsor's - VP of Research, Center for ConocoPhillips Alumni Innovation &Economic Development, Grants & Center - Legacy Hall Contracts Financial Administration August 4, 2006 7:30-8:00 Registration and Continental Breakfast OSU Sponsor - College of Engineering, ATRC 105 & Vogt Room Architecture & Technology 8:00 - 8:20 Welcome Stephen W.S. McKeever / OSU ATRC 102 8:30 - 10:00 Introduction to F&A Steve Bradley / MAXIMUS ATRC 102 8:30 - 10:00 Ethics in Higher Education Administration Bob Dixon / OSU ATRC 103 10:15 - 11:45 Time & Effort Cost & Reporting William Lambert / MAXIMUS ATRC 102 10:15 - 11:45 Sandbox Etiquette: Facilitating Interdisciplinary Proposals Andrea Deaton / OU ATRC 103 12:00 - 1:00 Lunch / Business Meeting Chris McNabb / OU ATRC Vogt Room 1:15 - 2:45 OMB A-110 Jan Madole / OSU ATRC 102 1:15 - 2:45 Oklahoma Center for the Advancement of Science & Technology: Dan Luton / OCAST ATRC 103 OCAST Update 3:00 - 4:30 Compliance - What Every Research Administrator Needs to Know Steve O'Geary / OSU ATRC102 3:00 - 4:30 Got Grants - Proposal Writing Techniques & Tips Linda Mason / Oklahoma State Regents for ATRC 103 Higher Education 4:30 - 5:00 Closing Comments; Door Prizes Suzette Lavoie / OSU ATRC 102 Stephenson Research & Technology Center University of Oklahoma - Norman Campus Friday, August 5, 2005 7:30 - 8:30 Registration & Breakfast Breakfast compliments of Dr. Lee Williams, OU VP for Research. 8:00 - 8:20 Welcome - Dr. Susie Sedwick, Associate VP for Research 8:30 - 10:00 Concurrent Sessions 001 University/Industry Agreements: Finding Common Ground Andrea Deaton & Regina McNabb, University of Oklahoma Collaborating with industry can be a stressful and challenging undertaking, but it can also be a win/win situation when an agreement is successfully negotiated. This session will present an overview of the agreement negotiation process from both the Technology Development and Research Services perspectives. 002 Post-Award and Financial Administration: A Brief Overview of OMB Circular A-21 Cost Principles for Educational Institutions Jan Madole, Oklahoma State University This session will review the post-award financial and administrative topics that are covered in the OMB Circular A-21. This will be an introduction to the cost principles that apply to grants, contracts, and cooperative agreements for educational institutions (FAR clauses applicable to contracts will not be included). Circular topics will include allowable/unallowable costs, F&A costs, time & effort reporting, and cost accounting standards. This session is intended to present only the basics of the circular so that participants will be better able to use them as a resource in day-to-day operations. 10:00 - 10:15 Break 10:15 - 11:45 Concurrent Sessions 003 Helping Your Researchers Prepare a Competitive Proposal Mike McCallister, University of Arkansas at Little Rock Tired of telling your researchers the same old things? This session is about how one discusses a new proposal with a researcher, some of things your might say and why you might say them. Who knows? They might listen, too! 004 Changing the Grants Culture in the Institution Linda Mason, OK State Regents for Higher Education This session will provide an overview of the current grants culture in Oklahoma higher education institutions, based on data surveyed during 2004 from Oklahoma regional universities and community colleges, data from the NSF and grants.gov. A discussion will follow on improvements in process to increase grantsmanship and improvements that are targeted for the future. The session will be useful to anyone wishing to improve the grantsmanship culture in their institution of higher education, faculty and administrators, as well as grant development administrators. Noon - 1:00 Lunch & Business Meeting (Lunch Provided) 1:15 - 2:45 Concurrent Sessions 005 Patenting your Research Doug Sorocco, Dunlap Codding & Rogers, P.C. Have you ever wondered whether you should pursue a patent application? Or, even how to pursue a patent application? This session will discuss the advantages of seeking patents and the process for patenting. 006 Pre-Award Issues David Hollingsworth, Texas A&M This session will cover a variety of pre-award issues. Discussion of proposal budgeting and the treatment of various costs including participant support, equipment and subcontractor costs. Responding to RFP's where hourly rates are requested. Aspects of cost sharing. What is new in electronic proposal submission and the move by many federal agencies to use Grants.gov. Attendees are encouraged to be prepared to discuss how they handle these and other pre-award issues at their institution. 2:45 - 3:00 Break 3:00 - 4:30 Concurrent Sessions 007 OCAST Update Steve Biggers, OCAST Steve Biggers director of OCAST's R&D programs will provide an update on OCAST. Topics will include program changes, planned changes, and recent research and technology transfer events. 008 Costing Considerations for a University Recharge Center Charlene Blevens, University of Oklahoma This session will provide an overview of a University Recharge Center Operation including budgeting, determining user rates and working capital. The session will present tips for your recharge center from the Association of College & University Auditors and common disallowances. A sample of a Recharge Center Questionnaire will be presented. A Special Thank You to: OU SRTC, OU VP for Research, OU Research Services, OU College of Arts & Sciences, OU School of Civil Engineering, OU College of Geosciences, and the OU Bookstore.
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