The Office of Sponsored Researchs Changing Structure

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The Office of Sponsored Researchs Changing
Structure

• RASG Meeting
• May 17, 2007

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Review Committee

• Donna Braxton - Physics and Astronomy
• Lynn Brody - Public Health
• Hamilton Brown - Office of Sponsored Research
• Dede Corvinus - Research Faculty Affairs, SOM
• Hilda Durham - Office of Sponsored Research
• Tom Heath - Finance Administration Carolina
  Population Center
• Jules Heisler - School of Public Health
• Frances Hess - Office of Sponsored Research
• Nancy Jenkins - Shep Center
• Mark Kramer - Lineberger Comprehensive Cancer
  Ctr.
• Kelly Musty - Office of Sponsored Research
• David Oglesby - Inst. For Private Enterprise
• Jim Peterson - Office of Sponsored Research
• Tim Quigg - Computer Science
• Sherrie Settle University Counsel

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Committees Initial Recommendations

• Eliminate multiple reviews
• Eliminate conflicting priorities
• Faster account set up
• Improve customer service

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Eliminate Multiple Reviews

• Historically - SOM review by SPO and sign off by
  OSR
• Expand SPO signature authority for proposals that
  originate in and will be administered by SOM

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SPO Signature Authority

• All NIH grants except STTR/SBIR
• Non-Profit Organizations
• Foundations except
• Kate B. Reynolds
• Z. Smith Reynolds
• The Duke Endowment
• Robert Wood Johnson
• Kaufman Foundation
• Andrew W. Mellon
• routed through Development Office to OSR

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NOTE

• OSR will review and sign for the University all
  other SOM administered proposals/ subcontracts
  (all other Federal Agencies, State Agencies, and
  Industry in addition to the 6 Foundations named
  above). These will route to SPO for
  authorization only if Cost Share/In-kind or Space
  has been indicated on the IPF
• Non-Med School proposals that include SOM
  personnel will no longer route to SPO for
  authorization

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Eliminate Conflicting Priorities

• Proposal review
• Award set up
• Sub contract set up

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Office of Sponsored ResearchProposal Management
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Proposal Management Responsibilities

• Review and approval of all eIPFs
• New proposals requesting new dollars NOT
  associated with an existing contract or grant
• Proposal supplements requesting additional new
  dollars
• Proposals for incoming subcontracts. Negotiate
  and sign incoming subcontracts only if the
  subcontract is attached to the eIPF in RAMSeS
• Prime contracts (federal, industry, State)
• Small business plans
• Master Agreements and the first task order if
  attached to the proposal for the Master
  Agreement. This will include negotiation and
  signing both the Master Agreement and the first
  task order. Subsequent task orders will be
  negotiated and signed by Award Management
• Continuation proposals

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Proposal Management Assignments

• Hamilton Brown
• For-Profit Corporations/ Industry (N-Z)
• Judith Andersson
• Clinical Trials NIH Sponsored
• All NIH grants and cooperative agreements except
  for R01s assigned to Vicki Moore, Cathy Rogers,
  and SPO
• Cathy Rogers
• UNC General Administration (non flow down)
• All Foundations, Non-Profits, Societies, and
  Associations (except NSF)
• National Endowment for the Arts
• National Endowment for the Humanities
• North Carolina Biotechnology Center
• State, County, City and Local Government Agencies
  (NC and non-NC)
• Universities (flow down from Foundations and
  private funds)
• NIH R01s for Social Work, Nursing, Pharmacy,
  Centers and Institutes

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Proposal Management Assignments

• Diane Sanford
• National Science Foundation
• For-Profit Corporations/ Industry (A-M)
• Vicki Moore
• U.S. Departments of Agriculture, Commerce,
  Defense, Education, Energy, Heath and Human
  Services (except those assigned to other
  specialists), State
• U.S. AID
• U.S. EPA
• U.S. Institute for Museum and Library Services
• NASA
• NOAA
• Assoc of Schools of Public Health
• SBIR/STTR
• NIH R01s for Dentistry and Public Health

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Faster account set up
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Office of Sponsored ResearchAward Management
Kelly Musty Director
Vickie Elmore Award Manager
Frances Hess Award Manager
Pete Strongoli Award Manager
Vacant Award Manager
Vacant Award Manager
Award Analysts Vacant Vacant
Award Analysts Amy Grissom Steve McKee
Award Analysts Allison Maultsby Renita Wiley
Award Analysts Vacant Sarah Thompson (temp)
Award Analysts Ronnie Edwards Debbie Sparrow
Michelle Shoffner Data Management
Pre-Audit Technicians Lonnie Hawley, Team
Leader Linda Dunn Shari Elliot Lindsey
Lawrence Karen Mansfield Lauren Miller Vacant
Data Management Team Kathy Coombs Mary
Lynch Ginger Smith
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Award Management Responsibilities

• Award and Subcontract set up
• Revised requests of a previously submitted
  proposal (e.g. revised personnel, revised cost
  share, revised budget)
• Task orders to Master Agreements (except NC DHHS
  State contracts)
• Carryover
• Continuations requesting the release of dollars
  previously committed by sponsor/agency for an
  existing contract or grant
• Amendments to awards (e.g. no cost extensions,
  supplements, or requests for a change in the
  scope of work)
• Project Financial Guarantee
• JIT
• Negotiating and awarding incoming subcontracts
  that are preceded by an approved eIPF
• Outgoing subcontracts
• Budget revisions after award

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Award Management Assignments

• Vickie Elmore
• SOM Deans Office
• SOM Departments
• Biochemistry Biophysics
• Biomedical Engineering
• Cell Developmental Biology
• Cell Molecular Physiology
• Family Medicine
• Neurology
• Obstetrics and Gynecology
• Ophthalmology
• Physical Medicine Rehabilitation
• Psychiatry
• Radiation Oncology
• Radiology

• SOM Centers Programs
• Area Health Education CTRs
• Aging, Program on
• Bowles CTR for Alcohol Studies
• Carolina Vaccine
• CTR for Maternal Infant Health
• CTR for Womens Health Research
• Clinical CTR for Study of Development and
  Learning
• Cystic Fibrosis/Pulmonary Research Treatment CTR
• Gene Therapy CTR
• General Clinical Research CTR
• Kidney CTR
• Lineberger Comprehensive Cancer CTR Program in
  Molecular Biology and Biotechnology
• Thurston Arthritis Research CTR

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Award Management Assignments

• Frances Hess
• SOM Departments
• Allied Health Sciences
• Anesthesiology
• Dermatology
• Emergency Medicine
• Genetics
• Medicine
• Microbiology Immunology
• Orthopaedics
• Otolaryngology/Head Neck Surgery
• Pathology Laboratory Medicine
• Pediatrics
• Pharmacology
• Social Medicine
• Surgery

• SOM Centers, Programs, Curricula
• Biomed Research IM
• Carolina Cardiovascular Biology CTR
• Carolina CTR for Genome Science
• CTR for AIDS Research
• CTR for Digestive Disease and Nutrition
• CTR for Environmental Medicine, Asthma and Lung
  Biology
• Community Medical Education
• Curriculum in Toxicology
• Neurodevelopmental Disorders Research CTR
• Neuroscience CTR
• Office Educational Development

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Award Management Assignments

• Pete Strongoli
• College of Arts Sciences
• School of Business
• School of Education
• School of Government
• School of Information and Library Science
• School of Law
• School of Social Work

• Vacant (Kelly is contact)
• School of Dentistry
• VCRED Centers
• Carolina Population Center
• Cecil G. Sheps Center for Health Services
  Research
• Center for Health Promotion Disease Prevention
• Frank Porter Graham Child Development Institute
• Highway Safety Research Center
• H W Odum Institute for Research in Social Science
• Injury Prevention Research Center
• Institute for Advanced Materials, Nanoscience,
  and Technology
• Institute of Renaissance Computing
• Institute of Marine Sciences
• Institute on Aging
• NSF Science and Technology Center (Kenan Ctr Util
  Carbon Dioxide)

• Vacant (Jim is contact)
• Nursing
• Pharmacy
• Public Health

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Office of Sponsored ResearchFinancial Reporting
Cash Management
Hilda Durham Director
Jenifer Gwaltney Manager Financial Reporting
Mary Harris Reporting Specialist (part-time)
Lori Pennington Financial Reporting Admin.
Amy Buchanan Cash Management Accountant
Emily Linz Team Leader Reporting Specialist
David Elkins Team Leader Reporting Specialist
Betty Williams Team Leader Reporting Specialist
Financial Reporters Ellenie Asrat Michael
Garrison Anne Lesky
Financial Reporters Matthew Gard Christie
Harris Paige Tingen
Financial Reporters Morgan Alexander Dewey
Greene Tawanda Murphy Vacant
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Financial Reporting Cash Management
Responsibilities

• Reporting Invoicing
• Notice of Termination Reply and Closeout
• Letters of Credit

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Reporting Team Leader Assignments

• David Elkins
• N.C. Government Agencies State, County, City
  and Local
• UNC General Administration
• All Foundations, Non-Profits, Societies,
  Associations and flow downs from these agencies
• National Endowment for the Arts
• National Endowment for the Humanities
• Universities (non flow down)
• Clinical Trials
• For-Profit Corporations
• Industry
• SBIR/STTR

• Betty Williams
• Counties, Cities and States (not N.C.)
• All NIH research grants, cooperative agreements,
  contracts, training, career development,
  fellowship and Fogarty grants flow downs from
  NIH agreements

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Reporting Team Leader Assignments

• Emily Linz
• NASA
• NOAA
• U.S. AID
• U.S. Departments of Health and Human Services,
  Agriculture, Commerce, Defense, Education,
  Energy, State, Transportation
• U.S. EPA
• U.S. Institute for Museum and Library Services
• Other Federal Agencies
• Flow downs for all listed above

• Foundations, Non-Profits, Societies,
  Associations
• Arthritis Foundation
• American Chemical Society
• American Heart Association
• American Cancer Society
• Cystic Fibrosis Foundation
• March of Dimes
• Multiple Sclerosis Society
• National Science Foundation
• North Carolina Biotechnology Center

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Improve Customer Service

• Reorganization is the foundation
• New Contact Finder
• Workflow
• Scanning
• Award Management in RAMSeS

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Questions?