Federal Small Business Grants by anj60002

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									                                                                             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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