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Room 218 : Key West Ballroom
Room 221 : Garden Key Meeting Room (Meal Service)
Room 222: Pensacola Board Room
Room 223 : Cedar Key Meeting Room
Room 224 : Egmont Key Meeting Room
Room 316A: Cape Florida Ballroom
Room 316B : Cape Florida Ballroom
Room 316CD : Cape Florida Ballroom
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W1: Critiquing Proposals When You're Not a Writing or Subject Matter Specialist: A Hands-On Experience
Because they are not writing or subject matter experts, many pre-award administrators or proposal development specialists feel awkward when asked to critique proposals prior to submission. What aspects should they critique?
What can add value? This workshop will offer ways to implement the following four strategies via the associated activities: (1) assessing the persuasiveness of the writing from a classical rhetoric perspective, via a rhetorical analysis of a sample proposal; (2) assuming the persona of an educated reader with no knowledge of the field, via a script and related role-play scenario; (3) addressing the logic and structure of the proposal elements at the subsection and sentence levels, via guided small-group editing and revision exercises; and (4) reminding the writer of the inherent
“sales pitch” aspect of a proposal’s rhetorical situation, via a summary of existing advice and best practices, a related script, and a related role-play scenario.
Objectives: (1) Participants will learn what they can in fact say and do that adds significant value when asked to critique proposals when they aren't writing or subject matter specialists. (2) Participants will experience four sets of activities associated with the four strategies the presenter will bring forward; these can be adapted for use with internal training of research administrator teams, particularly departmental administrator training series at larger universities. (3) Participants will be able to identify useful strategies that they can take back to their home institutions to address what kinds of value they can add when they and their colleagues are placed in this situation.
Audience: Intermediate to Advanced
Presenter: Paul Eduard Tuttle , Director of Proposal Development, North Carolina A&T State University
W2: Proposal Review 101: What You Must Know To Be a Pre-Award Research Administrator
Newcomers to research administration are often overwhelmed by the sheer volume of information we must know and use in our daily work. The new Uniform Guidance, the old OMB circulars, compliance regulations, state and local regulations, and institutional policies must all be carefully considered as we review proposals and manage awards. In addition, we deal with many different sponsors that all have their own policies and guidelines. We must effectively communicate these various requirements to our faculty, who may not understand their importance or the impact noncompliance could have on their research. This workshop is a pre-award focused step-by-step guide for newcomers to the profession, both in central offices and at the department level, illustrating an efficient and effective way to handle comprehensive pre-award proposal reviews, communicate with faculty, and make sure the proposal is ready for submission. Specific points in the process are highlighted to show where the various rules and regulations are involved, and what criteria we should be looking for during pre-award proposal review. We will touch on compliance with sponsor guidelines and applicable regulations, budget preparation, and much more.
Objectives:
1) Effectively review proposals for compliance with applicable rules, regulations, laws, and policies
2)Effectively communicate with faculty on policy and regulatory issues
3)Effectively prepare proposals for submission with a minimum of problems or stress
Audience: Basic
Presenter: Brigette S. Pfister, MHRD, CRA, Director of Sponsored Programs for Humanities and Sciences, Virginia
Commonwealth University
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Breakfast will be served from 7:30-9:25 AM in room 221 with seating in 218.
Opening Plenary Keynote Address: 8:30-9:05 AM
Key West Ballroom 218 – 8:30-9:05 AM
Presenter: Dr. Thomas O’Neal , Associate Vice President, University of Central
Florida, Office of Research and Commercialization
Session One: 9:15-10:15 AM
Key West Ballroom 218 - 9:15-10:15 AM
Description : Seasoned grant reviewers will admit that much of their final opinion about the strength of a grant proposal is set by their reaction to the abstract. This critical piece of writing, which can vary from a few sentences to a full page, must function as an effective “first advertisement” for the full proposal, convincing reviewers that the proposed project deserves funding. Because so much critical information must be packed into limited space, at the same time accomplishing its persuasive mission, writing a strong abstract is as much art as it is science. This session will focus on key principles for constructing an effective sales pitch for the grant proposal, with emphasis on how to avoid some of the common mistakes made by grant writers.
Learning Objectives:
1. Identify stylistic differences between traditional “academic prose” and strong grant writing
2. List the key elements reviewers are looking for in a well written abstract
3. Apply a three paragraph template to the construction of an effective “sales pitch”
Presenter: Robert Porter, Owner, Grant-Winners Seminars, Knoxville TN
Audience/Content Level: Intermediate
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Session One: 9:15-10:15 A.M.
Pensacola Boardroom 222– 9:15-10:15 AM
Description: This session will deliver practical information on proven export control methods implemented by universities to identify sponsored programs that may be subject to export regulations administered by the Departments of State, Treasury and
Commerce. Information will include a brief overview of regulations, pre and post award export control indicators, contract clause negotiation and important recent up dates. Real-world examples to facilitate learning and discussion. Attendees will participate in the identification and technology control processes associated with export controlled sponsored programs. Time will be allowed for questions, discussion and networking with others who are responsible for day-to-day export controls compliance.
Learning Objectives:
1 . Participants will learn about the primary regulatory regimes (the EAR, the ITAR and
OFAC) and other ancillary regulations that may require export controls;
2. Participants will learn key indicators in pre and post award activities that may indicate export control issues
3. Participants will learn how to detect and manage export issues.
Presenter: Michael Miller , Export Control Officer, University of Central Florida
Audience/Content Level : Basic
Cedar Key Room 223– 9:15-10:15 AM
Description: Ever wonder whether the grass is greener on the Pre-Award side? Surely, reviewing proposals, finding funding opportunities, interpreting sponsor announcements, and reviewing proposal budgets can't be rocket science? This session will break down the nuts and bolts of Pre-Award in a way that Post-Award research administrators can easily digest.
Learning Objectives:
Participants will learn Pre-Award basics along with how to spot and mitigate compliance risks at the proposal stage for issues such as conflict of interest, effort commitments, animal compliance, human subject compliance and subrecipient eligibility.
Presenter: Evan Roberts, Attain LLC, Senior Consultant, Higher Education and
Academic Medical Centers
Audience/Content Level: All
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Session One: 9:15-10:15 A.M.
Egmont Key Room 224, 9:15-10:15 AM
Description: The purpose of this session is to: Identify when to partner, discuss the three primary types of partnerships, discuss advantages and challenges to consider, and review examples.
Learning Objectives:
1. Discern when it is appropriate to partner
2. Identify types of partnerships
3. Discuss the issues and concerns with managing partnership
4. Review a international partnership case
Presenters: Jo Ann Smith, PhD, CRA, Director of the Graduate Programs in Research
Administration, University of Central Florida and Winona Ward , CRA, Executive
Director, Office of Sponsored Programs, Louisiana State University
Audience/Content Level: Intermediate
Cape Florida 316A, 9:15-10:15 AM
Description: When people use the term “professional development,” they usually mean a formal process such as a conference, seminar, or workshop; collaborative learning among members of a work team; or a course at a college or university. However, professional development can also occur in formal and informal contexts such as discussions among work colleagues, independent reading and research, observations of a colleague’s work or other learning from a peer. Mental Fitness together with specific activities and practices designed for work and everyday life to measurably improve well-being and optimal functioning in the ever increasing stress factors impacting the life of a research administrator. Mental fitness is a personal state of psychological wellness that reflects our self-perceptions (thoughts and emotions) regarding the satisfaction of three basic psychological needs: Relatedness, Competency and Autonomy.
Learning Objectives:
1. Identify specific ways to reduce stress, stay mentally fit and optimize work performance.
2. Understand the relationship between stress and job performance.
Presenter: Gloria W. Greene, MA, CRA, Director, Sponsored Programs, The University of Alabama in Huntsville
Audience/Content Level: All
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Session One: 9:15-10:15 A.M.
S6: Leadership Psychology: Relationship, Perception and Behavior Management for New Leaders
Cape Florida Ballroom 316B, 9:15-10:15 AM
Description: A promotion to a leadership role brings with it a change to the balance of power within a professional community, which will make relationships with those around you complicated and entails employing a specialized management strategy. Navigating these changed relationships requires self-awareness, an understanding of human behaviors and motivations, and a cognizance of multifaceted hierarchical relationships.
In this session, we will discuss the complexities of managing former peers, engaging with prior managers as contemporaries, and highlight how people’s perceptions of you will ultimately construct your leadership profile. Attendees will learn how to leverage management tools to influence those perceptions to ensure a successful transition into a leadership role.
Learning Objectives:
1. Be able to identify how relationships change when a former peer is promoted to a leadership position, and how new leaders coming into an institution are received.
2. Possess the tools necessary to influence behaviors of those around them to ensure that their transition into leadership is successful.
Presenter: Minessa A. Konecky, Director of Operations, The Curadel Companies
Audience/Content Level: Intermediate
S7:NSF Update (Live Virtual Presentation)
Cape Florida Ballroom 316CD, 9:15-10:15 AM
Description: This session will cover new developments at NSF - programs, policies, people and budgets. Senior NSF staff will provide a comprehensive review of what is new and developing at NSF.
Learning Objectives:
1) Understand how NSF has implemented recent changes to proposal and award policies and procedures
2) Learn about changes to NSF systems and how they impact faculty and administrators.
Presenter: Policy Office of Budget, Finance & Award Management, National Science
Foundation Moderator: Jennifer Shambrook
Audience/Content Level: All
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Session Two: 10:30-11:30 A.M.
Key West Ballroom 218- 10:30-11:30 AM
Description: Procurement requirements under federal awards are much more detailed, restrictive, and specific under the Post Federal Administrative Requirements defined in the Uniform Guidance, 2 CFR 200 than they were under OMB Circular A-110. This session will discuss the changes, compliance expectations, and organizational approaches to dealing with the requirements.
Learning Objectives:
1. Be able to assess your organization’s compliance with federal procurement requirements under 2 CFR 200.
2. Be able to discuss approaches to addressing gaps in procurement compliance with institutional leaders.
Presenters: Kris Rhodes, Director, MAXIMUS and Doug Backman , Director, Office of
Compliance, University of Central Florida
Audience/Content Level: Intermediate/Advanced
Pensacola Boardroom 222 – 10:30-11:30 AM
Description: This session is a general overview of the certification process:
• What it is?
• Why is it important?
• Who has to do it?
• When is it done?
Current issues with certification, with NSF and NIH and how it ties into cost share and audits. In addition, project certification, the benefits and risks to it and how it meets the uniform guidance requirement.
Learning Objectives:
1. Understand the basics of Effort Reporting.
2. How to establish the right team of personnel to stay compliant.
3. Know the importance and the consequences of not completing this process.
Presenter: Daniel Sierra, Compliance Manager, University of Central Florida
Audience/Content Level: Basic
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Session Two: 10:30-11:30 A.M.
S10: Rules, Rules and More Rules
Cedar Key Room 223- 10:30-11:30 AM
Description: This session requires a capacity for laughter, an ability to suspend belief in the usual reality of conference presentations-- the “usual” in training sessions, a bit of patience with non-linear thought and an interest in alternative views of processing and accessing one’s experience and skills. I could say, in a more professional tone, that regulations are the framework of all that we do in research administration and also the greatest frustrations for some the researchers we serve. The researchers’ frustrations are directly related to our inability to make the regulatory environment and the role that it plays in project management clear and meaningful which is directly related to our personal facility, understanding and communication skills about those regulations. How can we improve researcher perceptions so that they are less frustrated with what looks, to them, like mindless bureaucracy? How can we improve our own efficiency to ensure that we don’t HAVE mindless bureaucracy?
Objectives:
1. Participants will be able to recount the speaker’s theory comparing the musical styles of Stevie Ray Vaughn with a personal model of organizing and using one’s knowledge and experience.
2. Participants will be able to describe components of the regulatory environment and the interrelationships between institutional, state and federal requirements as they impact on decision-making an problem-solving.
3. There is no third objective, save that if you DO accept this session, that you participate, feel free to think and challenge the speaker when he begins to wander and, most of all, have some fun reimagining how you might approach your job, learn and grow.
Presenter: Mike (Spanky) McCallister, Grant Street Services
Audience/Content Level: Basic/Intermediate
S11: A Brave New World: Navigating through Device Security
Whose job Is it anyway? The roles of research administrators, facility security, and information security in protecting research wherever it is created or resides.
Egmont Key Room 224-10:30 –11:30 AM
Description: As mobile devices proliferate in our personal and work lives, individuals and institutions must consider the threats and protections that can be placed on mobile devices to protect research data. Just as sponsored research occurs in many locations on and off campuses, devices containing the research data are also found in various locations such as mobile phones, laptops, cloud storage, servers running under researchers desks, etc. This session will provide an overview of how to protect sponsored research on mobile devices by presenting: Specific educational threats to research; storing (or not) sponsored research on mobile devices; mobile devices protections; policies and procedures that can help protect research data on mobile devices; consequences of not protecting devices; technology plans and recommendations to reduce risk.
Learning Objectives:
1. Participants will become aware of the threats to mobile devices and research data.
2. Participates should understand general mobile device security topics and their importance in protecting personal and research data.
3. Participants will understand our template for data protection policies and procedures and be able to create their own template.
Presenters: Matthew Fitzgerald, IT Infrastructure Manager for Identity and Access Management,
University of Central Florida and Dela Williams, Facility Security Officer, University of Central Florida and
Audience/Content Level : All
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Session Two: 10:30-11:30 A.M.
Cape Florida Ballroom 316A- 10:30-11:30 AM
Description: This session will introduce attendees to Patrick Lencioni's best selling book - The Five Dysfunctions of a Team. We will discuss the things that keep teams from excelling in the workplace and introduce ideas about how to overcome them. The ultimate goal is to set your workplace on a path toward greater team results and accountability. Attendees will learn the basic things that stop teams in their tracks and how to become more productive. Each of the behaviors that stop teams will be discussed and ideas to overcome these will be introduced.
Learning Objectives:
1. This session will teach individuals about the five dysfunctions that stop teams from becoming strong cohesive units.
2. This session will provide strategies for overcoming the five dysfunctions and becoming a highly productive unit.
Presenters: David Mineo, Managing Director, DLMineo Consulting, LLC and Brigette
Pfister, MHRD, CRA, Director of Sponsored Programs for Humanities and Sciences, Virginia Commonwealth University
Audience/Content Level: All
Cape Florida Ballroom 316B– 10:30-11:30 AM
Description: The presenters will discuss pertinent topics regarding fostering successful working relationships with faculty. Attendees will gain an understanding of the faculty perspective and career; discuss best practices for communicating successfully with faculty; and learn different conflict resolution styles and when to employ them by participating in an interactive dialogue.
Learning Objectives: Attendees will learn and discuss:
1. Understanding Research Faculty.
2. Communication Best Practices.
3. Conflict Resolution Strategies
Presenters: Jennifer Parker, Proposal Manager, Office of Research and Commercialization, University of Central Florida and Taylor Dearman, Contract Manager, Office of
Research and Commercialization, University of Central Florida
Audience/Content Level : All
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Session Two: 10:30-11:30 A.M.
Cape Florida Ballroom 316CD– 10:30-11:30 AM
Description: Helping an entire institution move from a "predominantly teaching" perspective to a "teaching plus research and sponsored program activity" perspective takes time, tact, diplomacy, and plenty of strategic maneuvering. The presenter will draw from his 6.5 years of experience as associate director of a central sponsored programs office (with pre-award responsibilities across the entire campus) to provide a set of considerations that will likely need to be addressed at a PUI, particularly at a PUI that is also a minority-serving institution, in helping to make this culture be addressed at a PUI, particularly at a PUI that is also a minority-serving institution, in helping to make this culture shift happen. Participants' perspectives will be welcomed in this interactive presentation.
Learning Objectives:
1. Participants will learn what strategic and research development considerations to address in helping researchers, scientists, and investigators of all types at PUIs become more active in research and sponsored programs.
2. Participants will be able to use the most relevant of these considerations back at their home institutions as they continue to transition.
3. Even participants who are not from PUIs will be able to discern useful strategies and research development conceptualizations and take them home for adaptation and implementation.
Presenter: Paul Eduard Tuttle, Director for Proposal Development, North Carolina
A&T State University
Audience/Content Level: Intermediate/Advanced
Lunch: 11:30-12:40 P.M.
**Please talk to the wait staff if you have requested a special dietary meal**
Baby Spinach Salad
Roasted New Potatoes
Fresh Herbed Vegetables
Grilled Lemon Rosemary Chicken
Whole Wheat Rolls
Peach Cobbler
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Session Three: 12:45-1:45 PM
Key West Ballroom– 218: 12:45-1:45 PM
Description: By January 2016 the Uniform Guidance will have been in effect for 1 year.
As COGR and FDP continue to work with OMB and COFAR to develop and understand implementation of the Uniform Guidance, many institutions are still developing an understanding of what the new and changes policies and procedures mean for their organizations. This session will discuss major issues in the Guidance and provide news on recent developments in the dialogue with Federal agencies and OMB and COFAR. The panel will offer information and experiences about What Have We Been Doing and What
Are the Challenges? Procurement, Subrecipient Monitoring, Conflict of Interest,
Closeouts, Compensation and other topics will be discussed. Join us to discuss this major change in research administration!
Learning Objectives:
1. Participants will gain an understanding of the major issues with the Uniform Guidance and expected developments with it.
2. Participants will learn about strategies to manage institutional policies and implement the Guidance.
Presenters: Mark Davis, Attain LLC, Managing Partner and Cindy Hope, University of
Alabama, The University of Alabama, Assistant Vice President for Research and Director,
OSP and Doug Backman, Director, Office of Compliance, University of Central Florida
Audience/Content Level: Intermediate
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Session Three: 12:45-1:45 PM
S16: Pre & Post Award: RCR Compliance & Oversight
Pensacola Boardroom–222: 12:45-1:45 PM
Description: This session will explore three RCR core elements: Conflict of Interest (COI) ,
Responsible Conduct of Research (RCR) training and Research Misconduct, as they relate to proposal submission requirements and/or post-award regulatory requirements by federal sponsoring agencies such as PHS & NSF. The three panelists will share most relevant information about how certain regulatory requirements impact the pre & post award process. Non compliance with these requirements by investigators will also be discussed, as well as oversight actions by the university.
Learning Objectives: Among others, under RCR core element COI:
1)Participants will be able to familiarize themselves with COI disclosure requirements for investigators and subrecipients prior to proposal submission and with the consequences of noncompliance with this requirement, and 2)COI training requirements and university oversight of training completion by investigators and subrecipients prior to award/project set up by the university will be discussed.
Among others, under RCR core element RCR Training:
1) Participants will learn about NSF & NIH's requirements for responsible conduct of research training by project participants, as applicable per agency. compliance requirements for implementation of COI disclosure submission by investigators prior to proposal submission, and subrecipients, as applicable. 2) Participants will be made aware of the importance of learning ethical and best scientific practices when conducting research, especially if they are involve in the design, conduct and reporting of research results, and/or while they are preparing for a professional career in science.
Among others, under RCR core element Research Misconduct:
1) How can investigators prevent to be subject to an allegation of research misconduct (per federal definition) and how Pre award staff can increase investigator's awareness of the importance of best scientific practices regarding proposal development and submission, 2) How will the university determine the "level of intent" applicable to a research misconduct allegation involving a proposal submitted to NSF, specifically, per NSF definitions for the various "levels of intent" by the NSF Office of Inspector General. 3) Two examples of research misconduct cases will be presented and briefly discussed.
In addition to the panel presentations, a handout containing definitions and most relevant information about each of the core elements associated to the Responsible Conduct of Research will be distributed to attendees, as a reference tool.
Presenters: Griselle Báez-Muñoz, M.A., Assistant Director, Office of Research & Commercialization/Ethics & Compliance , University of Central Florida, Miriam A. Campo, Director of
Sponsored Programs, Division of Research, Florida Atlantic University, and Rebecca Puig, Ph.D,
Associate Vice President, USF Research & Innovation, University of South Florida
Audience: All- This session is intended to benefit all levels of research administrators who are engaged in the processing of Pre & Post Award actions. The three RCR core elements to be discussed will serve as an introduction to young research administrators working in Pre and/or Post
Award offices and will refresh and challenge existing knowledge of RCR core elements by intermediate to advanced Pre & Post award administrators interested in this topic of Pre & Post Award administration.
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Session Three: 12:45-1:45 PM
Cedar Key Room, 221: 12:45-1:45 PM
Description: Research Administration requires the ability to multi-task, under pressure with several competing deadlines and customers. Identifying effective time-management methods is critical in establishing a workload balance. This session will teach you quick tips and approaches on how to mitigate the stress and overburden of a chaotic schedule.
Learning Objectives:
1. Learn how to drive your schedule and not allow your schedule to drive you
2. Outline approaches for common pitfalls in Research Administration time-management
3. Improving work-life balance by reducing stress and overburden
Presenters: Mindy Solivan, Sr. Proposal Manager, University of Central Florida and Tamara Gabrus, Sr. Proposal Manager, University of Central Florida
Audience/Content Level: Basic
Egmont Key, 224: 12:45-1:45 PM
Description: As cyber-attacks take on new, more complex and dangerous forms, every institution must act to secure information and infrastructure and be able to combat the latest attacks. Research organizations are major users of the “Cloud” and have particular cyber security concerns relating to Cloud and other large-scale network designs. This session will provide an overview of issues including: Privacy and confidentiality; data security; access to data by other researchers for litigation, audit and by other
"outsiders;" location of data (export issues, limits on "rights" in other countries, etc.); responsibility for end users (their data or their use of the data); suspension and termination of the service or accounts; ownership of data; contract terms including warranties and indemnification; incorporation of data or software subject to inconsistent terms; jurisdiction and choice of law.
Learning Objectives
1. Increase awareness of security concerns and preventive measures, compliance with all industry, regulatory, and international standards.
2. Improve understanding of cyber security measures, reduce risk of security breaches and increase ability to use the Cloud for research projects and to manage research.
Presenters: J. Michael Slocum, JD, President, Slocum and Boddie, PC and Jodilynn
Ford, Chief Information Officer, KEMSS
Audience/Content Level: Basic
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Session Three: 12:45-1:45 PM
Cape Florida Ballroom, 316A: 12:45-1:45 PM
Description: This session will give a brief overview of the UCF Master of Research
Administration programs. The speakers will talk about the difference between a CRA and an MRA and the importance of having an advanced degree in research administration.
The MRA Director and MRA students will be available to answer questions for those interested in attending graduate school at UCF
Learning Objectives:
1. Why is a advanced degree important for a research administrator?
2. What is the online structure and program of study for the UCF MRA Program?
3. Ask questions of the Director and MRA students
Presenter: Jo Ann Smith, PhD, CRA, Director and Lecturer, University of Central
Florida
Audience/Content Level: All
Cape Florida Ballroom, 316B: 12:45-1:45 PM
Description: Imagine winning a cruise only to find out you have to pay for taxes and port fees and excursions and drinks ... not to mention a new wardrobe! All of a sudden you're cost sharing your FREE vacation! Learn about the different types of cost share through this real-world example. A sample strategy to manage cost share commitments, tracking, monitoring, and reporting will be reviewed and discussed. This will be fun interactive session ... bring your own limbo pole and tiki torch!
Learning Objectives:
1. Participants will be able to explain cost sharing by relating the concepts to everyday events.
2. Participants will be able to make use of a sample cost sharing planning, tracking, and monitoring design.
Presenter: Terri Vallery, Assistant Director, Financial Compliance, Office of Research and Commercialization, University of Central Florida
A udience/Content Level: Basic
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Session Three: 12:45-1:45 PM
Cape Florida Ballroom, 316CD: 12:45-1:45 PM
Description: In this session, we will review various approaches to crowd funding including those that are broad-based vs. research-focused as well as institution-specific options. We will discuss the implications of seeking crowd funding for both investigators and institutions. Investigators need to have or develop excellent lay communication skills and institutions need to wrestle with whether new policies are required and if so, what they should cover.
Learning Objectives:
1. Describe different types of crowd funding options available
2. Effectively discuss the implications of seeking crows funding on investigators
3. Be prepared to actively participate in institutional planning and around crowd funding
Presenter: Roger Wood, InfoEd Global, Associate VP, Product Management
Audience/Content Level: Basic
Session Four: 2:00-3:00 PM
Key West Ballroom, 218: 2:00-3:00pm
Description: The Federal Demonstration Partnership (FDP) is an association of federal US agencies, academic research institutions with administrative, faculty and technical representation, and research policy organizations that work to streamline the administration of federally sponsored research. FDP members of all sectors cooperate in identifying, testing, and implementing new, more effective ways of managing federal research grants with the goal of improving the productivity of research without compromising its stewardship. The overarching goal of the FDP is to reduce the administrative burdens for the faculty who are carrying out federally funded research so that they can spend more time doing research. This session will be led by FDP Executive Committee leadership, who will provide a brief summary of highlights from the past 25+ years and current and planned initiatives followed by questions and open discussion.
Learning Objectives:
1. FDP's history of success in reducing administrative burden
2. Current initiatives of FDP's programmatic committees
3. Potential plans for new initiatives, particularly in response to Faculty Workload Survey results.
Presenter: Cindy Hope, The University of Alabama, Assistant Vice President for Research and
Director, OSP
Audience/Content Level: All
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Session Four: 2:00-3:00 PM
Cedar Key Room, 223: 2:00-3:00 PM
Description: Grant writing is a learned skill. In the current increasingly competitive funding environment, it is more important than ever to ensure that junior faculty members (and faculty members new to grant writing) learn this skill well in order to present their innovative ideas effectively enough to be funded. This interactive presentation will share best practices of grantsmanship skills training and development at a wide range of institutions and organizations. The leader/facilitator will share case studies and examples from the higher education and nonprofit sectors; participants will be asked to share strategies they use on their own campuses. Pros and cons will be discussed, along with ways to implement the necessary training sessions.
Learning Objectives:
1. Participants will learn and share specific strategies they can use to increase the grantsmanship skills of content experts on their campuses who are new to grant writing.
2. Participants will be able to take the most relevant of these strategies back to their home institutions to improve their existing grantsmanship training efforts.
Presenter: Paul Eduard Tuttle, Director for Proposal Development, North Carolina
A&T State University
Audience/ Content Level: All
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Session Four: 2:00-3:00 PM
Egmont Key, Room 224: 2:00-3:00 PM
Description: In this session, we will present FIU's approach to providing PIs with much needed proposal development support at the departmental level by the central research administration office. We will discuss how embedding central personnel into the colleges provides a “concierge” level experience for the PI, allowing the PI to focus on the science of the proposal while administrative aspects are handled by central staff embedded in the colleges. We will also discuss lessons learned from our implementation of this project which was tied to a transition from a paper based proposal approval process to an electronic solution.
Learning Objectives:
1. Items to consider when embedding central personnel in the colleges
2. Implementation strategies
Presenter: Robert M. Gutierrez, Assistant Vice President for Research, Florida
International University
Audience/Content Level: Advanced
S26: Turning Stress in Research Administration Inside Out
Cape Florida Ballroom, 316A: 2:00-3:00 PM
Description: In this session, we will explore the results of the 2015 Research
Administrator Stress Perception Survey (RASPerS) as we discuss:
• What makes Research Administration a high stress occupation?
• What are some of the health behavior and work-life balance issues that can be affected by occupational stress?
• What we can do as individuals or leaders to mitigate the inevitable stressors we face in research administration?
Learning Objectives:
1. Identify what makes research administration a high stress occupation
2. Describe health behaviors and work-like balance issues affected by occupational stress
3. Identify ways to mitigate stressors faced in research administration
Presenter: Jennifer Shambrook, Ph.D., Director of Research Programs and Services,
Office of Research & Commercialization, University of Central Florida
Audience/Content Level: All
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Session Four: 2:00-3:00 PM
Cape Florida Ballroom, 316B: 2:00-3:00 PM
Description: Providing direct assistance with proposal development is a role of increasing importance in research administration. In addition to working directly with individual researchers, some organizations have pioneered intensive grant writing institutes, where groups of early stage researchers are enrolled for specific periods of time, attending grant writing workshops, meeting with grant program officers, working with senior mentors, and other activities designed to accelerate their path to success in sponsored research. This panel will highlight the different approaches taken by four universities in furthering this concept, with summaries of their program structures, practical results to date, and advice for other organizations considering similar initiatives.
Learning Objectives:
1. Discuss the environmental forces that have led to the development of grant writing
“boot camps”
2.Identify the roles and responsibilities of proposal development teams
3.Compare and contrast the structure of four different grant writing institutes
Presenter: Robert Porter, Owner Grant-Winners Seminars, Knoxville TN
Audience/Content Level: Advanced
Cape Florida Ballroom, 316CD: 2:00-3:00 PM
Description: As manager, we all walk with trepidation down the hiring path. New hires are a significant training investment for organizations. Poor hiring decisions have short and long term implications for our offices. Behavior/Performance-based interviewing focuses not on “what would you do”, but on “what have you done” and is rooted in the philosophy that the past is the best predictor of the future. Once we have hired our new person, we need to get them off to a good start. Getting people off to a good start in this business can be challenging. We will discuss approaches to help make on boarding more effective and a smoother process for our new hires, while increasing new hire retention.
Learning Objectives:
1 . Be able to conduct more effective interviews using performance based interviewing techniques.
2. Be able to improve the on boarding process and new hire retention.
Presenter: Kris Rhodes, Director, MAXIMUS
Audience/Content Level: Intermediate/Advanced
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Networking Break – 3:00-3:30 PM
Session Five: 3:30-4:30 PM
Key West Ballroom 218– 3:30-4:30 PM
Description: 2016 proves to be a challenging year for Subrecipient Monitoring as the
Single Audit Act Auditors (formerly A-133 Auditors) will be testing our compliance with meeting the enhanced compliance requirements in OMB Uniform Guidance. The presenters will take you through eligibility determinations at the Pre-Award stage, subrecipient risk assessments at the Award stage, ongoing monitoring requirements during the life of the award, and proper closeout requirements. If your institution is behind on its Subrecipient Monitoring compliance requirements, this session will teach you best practices that impact the people, processes, and technologies needed to be compliant.
Learning Objectives:
How to be compliant with Subrecipient Monitoring requirements from OMB Uniform
Guidance and strategies to implement best practices at your institution.
Presenter: Evan Roberts, Attain LLC, Senior Consultant, Higher Education and Academic Medical Centers
Content Level: Intermediate
21

Session Five: 3:30-4:30 PM
Pensacola Boardroom, 222: 3:30-4:30 PM
Description: A host of literature exists describing the characteristics of leadership, organizations and organizational culture. But what do research administrators and managers do with all the information presented? Using the Tribal Leadership model, this session focuses on evaluating a leader's or manager's workplace environment and then uses that evaluation to create a plan to improve team dynamics, increase workplace efficiency and create a more positive organizational culture.
Learning Objectives:
1. Understand your unit's morale and climate by interpreting the language your team uses in the workplace.
2. Learn the steps you can take to improve your organizational climate by using the
Tribal Leadership model.
3. Understand the steps a leader can take to create efficiency in their own work and areas of responsibility.
Presenter: Dwayne Lehman , MPM, Business Manager, Human Computer Interaction
Institute, Carnegie Mellon University
Audience/Content Level : Intermediate
Cedar Key Room, 223: 3:30-4:30 PM
Description: Becoming certified brings personal satisfaction, potential career advancement and other benefits. Come learn about the Certified Research
Administrator (CRA), Certified Pre-award Research Administrator (CPRA) and Certified
Financial Research Administrator (CFRA) exams. We'll provide an outline of the Body of
Knowledge for each exam, discuss what's required to take the exams and how they are structured, and take some sample practice questions.
Learning Objectives:
1. Identify eligibility requirements for CRA, CPRA and CFRA exams.
2. Identify potential benefits from becoming certified.
Presenters: Pat Buennemeyer, Chair Emeritus, Research Administrators Certification Council
Audience/Content : All
22

Session Five: 3:30-4:30 PM
Egmont Key Room 224: 3:30-4:30 PM
Description : This discussion forum is intended to facilitate discussion amongst universities about their usage of technologies to support administration in the research enterprise. Topics to be discussed include management of electronic systems, reporting solutions, enterprise systems and other items brought up by the group related to technology and research administration.
Learning Objectives:
1. Items to Consider when implementing research technology
2. Implementation strategies for implementations
3. Area of improvement related to technology and research administration
Presenter: Robert M. Gutierrez, Assistant Vice President for Research, Florida International University and David Driesbach, Assistant Vice President for Research, Florida International University
Audience/Content Level : Intermediate
Cape Florida Ballroom, 316A: 3:30-4:30 PM
Description: This session examines an experimental collaborative approach pilot program at Nova Southeastern University with one department with the goal of improving customer service. The department in question has a high research output, but a small administrative staff. In addition, there was also the challenge of physical distance with being housed at a different campus. We will review the planning and initiation of the collaborative approach and identify future plans moving forward with the pilot program. In addition, we will discuss and provide examples of the successes, challenges, and outcomes of the pilot program and provide anecdotes from the faculty and administrative staff
Learning Objectives :
1.Participants will be informed of one possible method for dealing with a highly funded research department and limited administrative staff
2. Participants will explore one possible method for providing customer service to a department housed on a separate campus
3. Participants will be provided the opportunity to process the methods used to create behavioral change
Presenters: Kristin Cress, CRA, Grant Officer, Nova Southeastern University and Kerri Bolow, CRA, Grant Officer, Nova Southeastern University
Audience/Content Level: All
23

Session Five: 3:30-4:30 PM
Cape Florida Ballroom, 316B: 3:30-4:30 PM
Description : In this presentation we will look at the 10 Steps researchers should take before, during, and after they have contacted a potential funding agencies program officer. In addition, we will describe what actions researchers should avoid when contacting a program officer.
Learning Objectives:
1. Describe the steps to assist faculty in contacting a program officer
2. Identify what actions to avoid when contacting a program officer
3. Discuss important strategies to use when following up with program officers
Presenter: Jo Smith, Director of Graduate Programs in Research Administration,
University of Central Florida and Josh Roney, Research Development Coordinator,
University of Central Florida
Audience/Content Level : Intermediate
Cape Florida Ballroom, 316CD: 3:30-4:30 PM
Description: Post Award policies and procedures are critical to strong internal control and compliance. What are the written policies and/or procedures post award operations need to have in place? What are best practices for writing policies and procedures? What beyond policies and procedures can we do to ensure a highly functioning post award environment? What are the things that we can strategically do to improve our post award internal control environment?
Learning Objectives :
1. Be able to discuss policies, procedures, and processes which will affect the post award internal control environment.
2. Be able to identify organizational gaps in existing an existing post award policies and procedures which have internal control implications.
Presenter: Kris Rhodes, Director, MAXIMUS
Audience/Content Level: Intermediate/Advanced
24

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