Training for Excellence in Research Administration
Training for Excellence in Research Administration WELCOME to the University of Chicago Training for Excellence in Research Administration Program. This program has been developed in collaboration with central and departmental staff across the university campus that are dedicated to supporting the faculty, researchers, and mission of the University of Chicago through efficient and consistent application of rules, regulation policies, procedures and best practices related to research administration. TERA 2.0 aims to: Increase competency and knowledge Support faculty and research administrators Streamline processes and reduce administrative burden Ensure research administration compliance Create a repository of research administration resources The program includes eleven 2-3 hour interactive sessions that cover the full life cycle of sponsored research and all major topics a fully-informed research administrator should know. Topics include an overall introduction to research administration, compliance, proposal and budget development, award acceptance, post-award management, and audit. Albeit some staff perform functions that limit their exposure to a specific task, we firmly support the idea that knowledge of the full spectrum of research administration functions will improve communication and overall effectiveness in administrative support to our faculty and researchers. All employees are welcome to apply through a simple registration form that includes approval by his/her direct supervisor. As participation requires a significant time commitment, a supervisors’ approval is requested as not to leave a department/unit without sufficient staff to manage workload. Participants are expected to attend ALL required sessions to receive a Certification of Completion. In the event a session is missed, there will be make-up requirements for those seeking a certificate of TERA 2.0 completion. Registration forms must be submitted no later than Friday, March 13th, 2015 to [email protected]. Optional special topic courses will be developed as the need arises and offered outside of this structured program. If you have a specific need for training that is not met within this program, please contact [email protected]. Thank you for your interest and enthusiasm! We hope you will find this training opportunity worthwhile to your personal and professional growth as it supports a major function of the University of Chicago! Sincerely, The Training Advisory Committee * University Research Administration 2015 TERA 2.0 Curriculum Course Time (hrs) Schedule Day of Week Intro: Overview of Research Administration & Sponsored projects Identify roles, responsibilities, compliance of research administration. Review project lifecycle, UC Culture, university contacts, and learn basics for effective project management at the University of Chicago in compliance with the new uniform guidance. 3 Week 1 4/1/2015 WEDS Core 1: Project Basics Communicate the big picture (the “what and why”) of research project management at UC, new Uniform Guidance, concepts applied in Pre-award, and their impact on Post-award. 3 Week 2 4/8/2015 WEDS 3 Week 3 4/15/2015 WEDS 3 Week 4 4/22/2015 WEDS 3 Week 5 5/6/2015 WEDS 3 Week 6 5/13/2015 WEDS Core 2: Proposal & Budget Development (Part I) Outline requirements, process, and application of concepts to proposal development and budget management. Core 2: Proposal & Budget Development (Part II) Practice session - Case Study 1 Application of knowledge/ information in Core 1& 2 Core 3: Compliance (Part I) Recognize compliance operations and processes at UC and how they affect the research administration process and projects. Core 3: Compliance (Part II) 2 Practice session - Case Study 2 Application of knowledge/ information in Core 3- Part I/II Core 4: Project Management (Part I) Describe the post award management process from acceptance to audit. Total hrs Total classes (in curriculum) - 11 Certification Ceremony/ Reception – TBD WEDS 2 Week 8 5/27/2015 WEDS 3 Week 9 6/3/2015 WEDS 3 Week 10 6/11/2015 TH 3 Week 11 6/17/2015 WEDS Core 4: Project Management (Part II) Practice session - Case Study 3 Application of knowledge/ information in Core 4- Part I/II Week 7 5/20/2015 31 University Research Administration 2015 Course Descriptions Intro: Overview of Research Administration & Sponsored projects Whether you are new, novice or an expert in research administration, this course ensures a standard level of expertise in research administration at the University of Chicago. You will learn concepts and skills that foster efficient, effective management of sponsor projects increasing your knowledge, saving you time, and reducing error! This is the first required course of the program. All program participants/ research administrators must attend this class. Topics include: Overview of Research at The University of Chicago Structure of the University Sponsored Projects vs. Gifts Sponsored projects lifecycle Sponsored Agencies Structure Central and Departmental Key Players Key acronyms And more… Core 1: Project Basics Project Basics equips you with the big picture (the “what and why”) of research project management at UC, concepts applied in Pre-award, and their impact on Post-award. You will learn how to distinguish between funding types, requirements, and apply federal regulation (Uniform Guidance) concepts as you manage projects daily. By the end of this class, you will be able to: Describe the type of announcement opportunities Distinguish between the Federal guidelines (Purpose of each, relationships, how/ when are they applied) Locate UC Policies and recognize Fringe & HR policies Classify allowable and unallowable costs related to research projects Explain direct and indirect/ F&A cost (what, how to classify/ calculate on projects) Identify PI eligibility & effort (what it is, who is required to show effort, how to calculate) Prerequisite: Intro: Overview of Research Administration & Sponsored projects Core 2: Proposal & Budget Development (Part I) This class will prepare you for efficient, effective development of your next proposal and proposal budget. You will learn the requirements, process, policies and application of University Research Administration 2015 concepts to proposal and budget development. The class is divided into two modules (Part I/ Part II). By the end of this class, you will be able to: Summarize the high level UC proposal process Recognize components of a proposal Locate URA proposal requirements Reference guidelines and requirements Prerequisite: Intro, Core 1 Core 2: Proposal & Budget Development (Part II) This class will prepare you for efficient, effective development of your next proposal and proposal budget. You will learn the requirements, process, policies and application of concepts to proposal and budget development. The class is divided into two modules (Part I/ Part II). By the end of this class, you will be able to: Identify and apply cost principles Distinguish difference in application of concepts to types of students/ tuition/ remission List type of budgets Review composition/ construction of a basic budget Build a basic budget applying concepts learned Prerequisite: Intro, Core 1, Core 2 (Pt. I) Practice Session - Case Study 1 (Core 1 & 2) This hands-on practice session that will allow you to apply the knowledge and skills you gained in Core 1 & 2 to everyday projects/situations. Learn with peers while analyzing real world case studies in groups and sharing with class participants. You will create a mock proposal and build a budget. This session will reinforce knowledge and prepare you for the daily responsibilities of your role. Core 3: Compliance (Part I & II) In this course you will learn how to recognize the various areas related to research compliance that are required under federal and university regulations at The University of Chicago and how they affect the research administration process and projects. By the end of this class, you will be able to: Locate and effectively use the compliance matrix Identify systems for various compliance regulations, processes, and appropriate contacts for compliance issues (Misconduct or Research/Scientific Integrity; IACUC, IRB, CITI and FCOI, IBC, EHS, Export Control) Note: Financial Compliance will be covered in Core 4. University Research Administration 2015 Analyze when IACUC, IRB, or IBC approval is required Identify who must comply with the federal and university policies related to financial conflicts of interest Define an export Recognize “misconduct in science” Locate placement of the Whistle Blower policy Prerequisite: Core 1 & 2 Practice Session - Case Study 2 (Core 3) This hands-on practice session will allow you to apply the knowledge and skills you gained in Core 3 to everyday projects/situations. Learn with peers while analyzing real world case studies in groups and sharing with class participants. This session will reinforce knowledge and prepare you for the daily responsibilities of your role. Core 4: Project Management (Part I) This class will provide knowledge and skills necessary to understand post award management. Even if your role is only focused on pre-award aspects, this class is essential to understanding the entire process and how it all relates. You will describe the post award management process from acceptance to audit. Class is divided into two modules (Part I/ Part II). By the end of this class, you will be able to: Define Negotiation Process Identify major problem areas in accepting awards Describe best practices for award language/ terms Prerequisite: Intro, Core 1, Core 2, Core 3 Core 4: Project Management (Part II) This class will provide knowledge and skills necessary to understand post award management. Even if you only manage pre-award, this class is essential to understanding the entire process and how it all relates. You will describe the post award management process from acceptance to audit and learn the basics of the Uniform Guidance Cost Principles. By the end of this class, you will be able to: Describe high level administration processes/ requirements of Post Award (standards for financial management) Examine concepts/ components - cost sharing, project changes, cost transfers, Award monitoring, Re-budgeting, No cost extension (definitions and "how to") University Research Administration 2015 Identify Post-award management systems (FAS, Business Objects, etc.) Illustrate cost sharing as it relates to post-award management Discuss the close-out process and components Identify components of an audit List major steps/ management of the audit process and contacts involved Prerequisite: Intro, Core 1, Core 2, Core 3 (Pt. I) Practice Session - Case Study 3 (Core 4 & Tech Transfer) This hands-on practice session that will allow you to apply the knowledge and skills you gained in Core 4 to everyday projects/situations. Learn with peers while analyzing real world case studies in groups and sharing with class participants. This session will reinforce knowledge and prepare you for the daily responsibilities of grants management. *Training Advisory Committee URA - Steve Aldape, Joanne Altieri, Michael Ludwig, Candace Washington, Lynda Wolter SAA - Mary Beth Rudofski SSD - Shikha Evans, Adrienne Thomas SSA - Suzanne Fournier BSD - Katie Pizer PSD - Hank Way University Research Administration 2015
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