OSR Training Certification Programs

1
OSR Training Certification Programs

• Phyllis Daugherty
• Training and Development
• Office of Sponsored Research

2
Level 1 Certification

• Tar Heel Certificate Program in Research
  Administration
• Classroom 2/yr
• On-line beginning in March
• Competency Test (must pass 80)
• November/December class to pilot
• Available on-line January
• Prerequisite for Level II Certification Classes

3
Tar Heel Certificate Program in Research
Administration

• Classroom Format
• Five 3 hour classes
• Homework
• Participation
• Questions and Answers
• Importance of face-to-face
• On-Line Format
• Five Modules
• Materials used in class
• Competency Test with
• each module

• Topical Outline
• Introduction to Research Administration
• Rules/Regulations UNC-CH Compliance Programs
• Proposal Preparation and Submission
• Award Financial Management
• Special Monitoring Project Close-out

4
Level 2 Certification

• Establish campus-wide research administrative
  standards
• Standards established by OSR, SPO and campus
  research administrators
• Focus on how research functions are performed
• Small classroom format - highly interactive
• Test on ability to interpret and analyze complex
  case studies
• Period of observation/mentoring to assure skills
  are correctly applied
• Tangible administrative benefits for successful
  application of skills

5
Level 2 Certification

• Certification Topics
• RAMSeS and the eIPF
• Federal Government Forms
• Contracts
• Budget/Budget Justification
• Award Terms and Conditions
• Award Transactions
• Reporting to Sponsor Agencies
• Subcontracting

6
Where Are We Now?

• Six months into OSRs reorganization

Hamilton Brown, Director, Proposal
Management Kelly Musty, Director, Award
Management Hilda Durham, Director, Reporting
Cash Management
7
Proposal Management

• No duplicate reviews
• Paperless
• Thorough review and approval of eIPF document
  attachments
• Whats on the horizon
• Vacant position

8
Proposal Management

• Hamilton Brown, Director
• Vicki Moore, Sr. Grant and Contract Specialist
• Cathy Rogers, Grant and Contract Specialist
• Diane Sanford, Grant and Contract Specialist
• Vacant, Grant and Contract Specialist
• Vicky Covington, Proposal Specialist

9
Award Management

• Peak period
• Whats on the horizon
• Fast Track Awards
• Award Management in RAMSeS

10
Office of Sponsored Research Award Management
11
Financial Reporting and Cash Management

• Reporting Statistics
• Whats on the horizon
• Electronic Invoicing
• Electronic NOTR

12
Office of Sponsored Research Reporting Cash
Management