http://www.research.ucla.edu/ora/training/raf.htm  

Note: Details and registration for these courses are available through Campus Human Resources.

 
Research Administrator Forum (RAF)
 

RAF are scheduled based on the need to convey important/critical information to campus research administrators.

RAF are usually no more than 90 minutes long.

Notification of upcoming RAF are distributed via the RA-News Professional Development
e-mail list. If you would like to subscribe to this, or any of ORA's e-mail lists, click here (http://www.research.ucla.edu/ora/training/)

If you would like to recommend topics for the RAF, please send your ideas to:
training@research.ucla.edu

Upcoming RAF Dates:

  • December 14, 2017 - Canceled
  • January 11, 2018

The RAF meetings will be held in the Louis Jolyon West Auditorium (formerly known as the NPI Auditorium), Room C8-183, of the Semel Institute, from 10–11:30 am.



October 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OHRPP
Kip Kantelo, OHRPP

  • NIH Single IRB Policy
  • Revised Common Rule
  • NIH Certificate of Confidentiality Policy
  • FDA Expanded Access Policy

RPC
Ann Pham, RPC

  • Export Control Travel to Iran

ORIS
Jackson Jeng, ORIS

  • MFA Roll-out

RSAWA
Jennifer Perkins, RSAWA

  • AAALAC
  • USDA
  • DURC

OCGA
Patti Manheim, OCGA
Kathy Kawamura, OCGA

  • Introduction of New Staff
  • Grant Updates

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Handouts (in PDF)

          Full slide view - 59 pages

Individual presenter slides in full view



September 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

  • Implementation of New F&A Rates

OCGA
Kathy Kawamura, OCGA
Cindy Gilbert, OCGA

  • F&A Split Rates as displayed on Snapshot
  • GCP and CT.gov updates on website and EPASS
  • FDP Updates

RPC
Ann Pollack, RPC

  • Requirement to Submit Proposals and to Receive Awards for Grants and Contracts through the University

EFM
Yoon Lee, EFM
Connie Brown, EFM

  • FY16-17 EFM statistics
  • PAMS worklist and status
  • ERS Update

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Handouts (in PDF)

          Full slide view - 71 pages

Individual presenter slides in full view



July 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

  • FY17 Year-end Data

RSAWA News
Jennifer Perkins, RSAWA

  • AAALAC Site Visit: August 1 4, 2017

OCGA News
Kathy Kawamura, OCGA

  • NIH GCP Guidance Follow-Up
  • Grant Updates

RPC News
Ann Pham, RPC

  • Export Controls Cuba Update

OHRPP News
Kip Kantelo, OHRPP

  • Final Rule
  • NIH Single IRB Policy

EFM News
Yoon Lee, EFM

  • UCPath: Payroll Expense Transfers Yoon Lee
  • PAMS Update Jennifer Aguilar
  • ERS Update Connie Brown

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Handouts (in PDF)

          Full slide view - 76 pages

Individual presenter slides in full view



April 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

ORDM Reports
Rory Constancio, ORDM

  • Q3 Proposal/Award Update
  • FY17 Year End Projection

EFM Updates
Yoon Lee, EFM

  • UC Single Audit for FY2015-16
  • FY2016-17 Fiscal Closing

OCGA Updates
Kathy Kawamura, Cindy Gilbert, OCGA

  • Grants Updates
  • EPASS Update

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Handouts (in PDF)

          Full slide view - 41 pages

Individual presenter slides in full view



March 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

Immigration Update and Q & A
Sam Nahidi, Assistant Director, Student and Scholar Services, UCLA Dashew Center for International Students and Scholars

UCOP Guidance for F&A Rates for State of California Awards
Marcia Smith, ORA

OCGA Updates
Cindy Gilbert, Kathy Kawamura, OCGA

  • NSF Research.gov and FastLane Updates
  • Grant Updates

EFM Updates
Jen Ear, EFM

  • Managing Accounts Receivable

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Handouts (in PDF)

          Full slide view - 37 pages

Individual presenter slides in full view



February 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

ORDM Updates
Rory Constancio, ORDM

OCGA Updates
Patti Manheim, Cindy Gilbert, OCGA

  • EPASS Changes
  • FDP Reports
  • Unilateral Closeouts
  • Restrictions on State-Funded Travel

EFM
Yoon Lee, EFM

  • Increased Financial and Audit Risk with Federal Subaccount Transition

Questions and Discussion

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Handouts (in PDF)

          Full slide view - 59 pages

Individual presenter slides in full view



January 2017 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

  • ORA Move Update

OARO Updates
Jennifer Perkins, OARO

  • Rebranding OARO to RSAWA (Research Safety and Animal Welfare Administration)

EFM Updates

  • PAMS Go Live – Jennifer Aguilar
  • Financial Closeout of Sponsored Projects – Yoon Lee

OHRPP Updates
Kip Kantelo, OHRPP

  • Update on NIH Single IRB Policy
  • Basics of IRB Reliance

RPC Updates

  • Export Control – Claudia Modlin
  • NIH Requirement for Good Clinical Practice Training Ann Pollack

OCGA Updates

  • EPASS Changes – Patti Manheim
  • FDP Reports – Cindy Gilbert

Questions and Discussion

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Handouts (in PDF)

          Full slide view - 56 pages

Individual presenter slides in full view



November 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

  • ORA Move Update
  • December RAF Canceled
  • ORA Directors Updates on Move

OCGA & CFS

  • Composite Benefit Rates (CBR), Vacation Accrual Implementation & GAEL –
    David Beckstrom, Corporate Financial Services
  • CBRs Kathy Kawamura

EFM Updates
Yoon Lee, EFM

  • General, Automobile, and Employment Practices Liability
  • New Fund Closeout Procedure
  • Visa Cost

Questions and Discussion

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Handouts (in PDF)

          Full slide view - 40 pages

Individual presenter slides in full view



October 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OCGA Updates
Patti Manheim, OCGA

  • OCGA Proposals and Awards FY15/16 Patti Manheim
  • Grant Updates Kathy Kawamura
  • FDP Subaward Forms Update Mary Haskins

EFM Updates
Yoon Lee, EFM

  • Staff Updates Yoon Lee
  • New Fund Closeout Procedure Yoon Lee
  • Change to Restriction of Object Codes Jen Ear

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 71 pages

Individual presenter slides in full view



September 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

ORDM Updates
Rory Constancio, ORDM

  • FY16 Proposal and Award Report

OCGA Updates
Patti Manheim, OCGA

  • Staff Updates Patti Manheim
  • Grant Updates Kathy Kawamura
  • FDP Expanded Clearinghouse Pilot for Subawards Mary Haskins

OHRPP Updates
Kip Kantelo, OHRPP

  • RDNA Advisory Committee Request
  • webIRB Changes
  • NIH Single IRB

EFM Updates
Yoon Lee, EFM

  • Highlights from FY 15-16 Yoon Lee
  • New Fund Closeout Procedure Yoon Lee
  • PAMS Update Jennifer Aguilar

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 61 pages

Individual presenter slides in full view



May 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OCGA Updates
Patti Manheim, OCGA

  • Staff Updates Patti Manheim
  • Grants Updates Kathy Kawamura
  • eRA Updates Cindy Gilbert

OHRPP Updates
Kip Kantelo, OHRPP

  • NIH Policy on Single IRB Review

ORDM Updates
Rory Constancio, ORDM

  • 3rd Quarter Research Awards & Proposals Update

EFM Updates
Yoon Lee, EFM

  • Fiscal Closing Schedule Update Maurice Taylor
  • PAMS Update Yoon Lee
  • EFM Newsletter Yoon Lee

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 48 pages

Individual presenter slides in full view



April 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OCGA Updates
Patti Manheim, OCGA

  • Grants Update Kathy Kawamura
  • UC Global Operations Heather Winters
  • Contracts Update Heather Winters

EFM Updates
Yoon Lee, EFM

  • Expense Accrual at Fiscal Year-end Yoon Lee
  • PAMS v.02 Deployment Jennifer Aguilar, Sendhil Kolandaivel, Katie Cadle

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 46 pages

Individual presenter slides in full view



March 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

Billing and Collecting on Awards in Foreign Currency
Jen Ear, EFM

Managing Funds in International Research
Scott Monatlik, Director of Tax Services, CFS
Richard Yamashita, Director of Treasury Services, CFS

  • Paying Foreign Workers -Tax Implications
  • Resources for Operating Abroad
  • Travel Advances
  • Coordination of Global Support

International Contract Negotiations, Case Study
Heather Winters, OCGA

Accessing Your Research Data for Analysis and Decision Support
Harry Yang, ORDM

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 60 pages

Individual presenter slides in full view



February 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

EFM
Yoon Lee, Katie Cadle, Connie Brown, EFM

  • Closeout packet due date Yoon Lee
  • PAMS/RAPID update Yoon Lee & Katie Cadle
  • Effort Reporting Connie Brown

OHRPP
Kip Kantelo, OHRPP
Pamela Miller, PhD, RN, Nurse Scientist, Department of Nursing Education and Research, UCLA Health
Marianne Zachariah, Administrator, Biomedical Informatics Program, UCLA Clinical and Translational Science Institute

  • webIRB Updates Kip Kantelo
  • Reviews by the Nursing Practice Research Council Pamela Miller
  • Requesting Research Data and Medical Record Access Marianne Zachariah

OCGA
Patti Manheim, Kathy Kawamura, Cindy Gilbert, OCGA

  • OCGA Updates Patti Manheim
  • Federal Updates Kathy Kawamura
  • eRA Updates Cindy Gilbert

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 84 pages

Individual presenter slides in full view



January 2016 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

ORIS
Jackson Jeng, ORIS

  • Update on ORA Portal Enhancements

OCGA
Cindy Gilbert, Heather Winters, Kathy Kawamura, OCGA

  • eRA Updates: eRA Help Mail; Submitting Proposal Central Applications to Proposal Intake – Cindy Gilbert
  • AB20 State of California Contracts Heather Winters
  • Grant Updates Kathy Kawamura

EFM
Maurice Taylor, EFM

  • NIH Sub Accounting Transition Update

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 68 pages

Individual presenter slides in full view



November 2015 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OCGA
Patti Manheim, OCGA

  • OCGA By the Numbers and Updates: Patti Manheim
  • FDP Updates NIH: Kathy Kawamura
  • NSF Revised Version of the NSF Proposal & Award Policies & Procedures Guide Evan Garcia
  • CIRM 2.0 guidelines: Heather Winters

EFM
Yoon Lee, EFM

  • Federal Fund Closeout

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 84 pages

Individual presenter slides in full view



September 2015 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

  • Response to OMB Call for Ideas on Reducing Compliance Burden Relating to Grants & Contracts

FY 2015 Proposal & Award Numbers
Rory Constancio, ORDM

Research Policy and Compliance
Claudia Modlin, RPC
Ann Pollack, RPC

  • Export Control Update
  • Who Owns the Data?

OHRPP
Kip Kantelo, OHRPP

  • Release of Federal Notice of Proposed Rule Making

OARO
Jennifer Perkins, OARO

  • Safety Updates

OCGA
Heather Winters, OCGA
Evan Garcia, OCGA

  • NASA Indemnification Clause

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 49 pages

Individual presenter slides in full view



August 2015 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

Institutional Biosafety Committee
Jennifer Perkins, OARO
Alyse DiStefano, OARO

  • IBC System New Online Submission

Office of Intellectual Property and Industry Sponsored Research
Karla Zepeda, OIP-ISR

  • New Material Transfer Agreement System

Human Subjects Research
Kip Kantelo, OHRPP

  • WebIRB Changes for Coverage Analysis

EFM Updates
Yoon Lee, EFM
Maurice Taylor, EFM
Connie Brown, EFM

  • Federal Fund Closeout
  • NIH Sub-Accounting
  • Effort Reporting Update

Research Policy and Compliance
Claudia Modlin, RPC
Ann Pollack, RPC

  • Export Control Update
  • Who Owns the Data?

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 80 pages

Individual presenter slides in full view



May 2015 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

UCLA Research Proposals & Awards FY 2014 & FY 15
Rory Constancio, ORDM

NSF-OIG Final Audit Report
Gwen Herring, Audit and Advisory Services

OCGA Award Processing Timelines
Patti Manheim, OCGA

Award Processing Timeline Case Study
Heather Winters, OCGA

Federal Demonstration Project Meeting: Federal Sponsor Update
Kathy Kawamura, OCGA

EFM Effort Reporting Update
Connie Brown, EFM

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 63 pages

Individual presenter slides in full view



April 2015 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

IBC Click Implementation, What's In Store for IACUC
Jennifer Perkins, OARO

NIH Subaccount Transition
Maurice Taylor & Jovan Iglesias, EFM

Federal Fund Closeout Procedure
Yoon Lee, EFM

Research with Human Subjects
Kip Kantelo, OHRPP

  • New Federal Law Regarding Newborn Blood Spots
  • webIRB Updates
  • Planned webIRB Service Interruption

Review ORA Research Proposals & Awards FY 2014 & FY 2015
Rory Constancio, ORDM

OCGA Updates
Patti Manheim, OCGA

  • Working with LA County (challenges, relationship, goals) Heather Winters
  • eRA S2S Grants (Cayuse outage), NSF Fastlane to Research.gov transition –
    Cindy Gilbert
  • Social Media Update (Twitter/You Tube) Kathy Kawamura

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 69 pages

Individual presenter slides in full view



February 2015 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OCGA Proposal Intake
Patti Manheim, OCGA

Stipend vs. Salary
Kathy Kawamura, OCGA

  • Tips for Ensuring Compliance with NIH NRSA Awards

Research with Human Subjects
Kip Kantelo, OHRPP

  • Preview of webIRB Changes
  • Update on NIH Genomic Data Sharing Policy

Export Controls
Claudia Modlin, RPC

EFM Updates
Yoon Lee, EFM

  • Multiple Fund Numbers One Award (MFNOA)
  • Fund Close-Out Workgroup
  • Post-Award Management System (PAMS) Katie Cadle, Sendhil Kolandaivel
  • Effort Reporting Update Connie Brown

Review ORA Report on FY2014 Research Proposals and Awards
Rory Constancio, ORDM

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 80 pages

Individual presenter slides in full view



December 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

UCLA Implementation of "Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards"
Members of the "UCLA UG Workgroup"

  • Top Nine Topics for Administrators and PIs

OCGA Updates
Patti Manheim, OCGA (if time permits)

EFM Updates
Kevin Cook, EFM (if time permits)

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 76 pages

Individual presenter slides in full view



October 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

ORDM
Rory Constancio, ORDM

  • ORDM Quarterly Update of Awards

OHRPP
Kip Kantelo, OHRPP

  • When And How To Close A Study With The IRB

OCGA
Heather Winters, Kim Duiker, Cindy Gilbert, OCGA

  • Master Training Calendar Update
  • Update on Internal Training Sessions
  • UCOP Intermediate IP Training
  • Envisions - Enterprise Reporting Software Research
  • SRA Basics Research Conference
  • FDP Federal Agency Updates
  • New Senior Grant Analyst - Claudia Thomas
  • Transforming Proposals in S2S Grants

EFM
Yoon Lee, EFM

  • RAPID Closeout Tool Enhancements
  • Business Process Changes
  • Staff Update

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 50 pages

Individual presenter slides in full view



September 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

  • October RA Forum - International Research

New Sales Tax Exemption for Certain Equipment Purchases

  • Scott Monatlik, Senior Director, Corporate Financial Services
  • Upma Budhraja, Tax Coordinator, UCLA Tax Services

EFM News
Kevin Cook, Katie Cadle, Maurice Taylor, EFM

  • Update on EFM Organizational Changes
  • PAMS ERS New Record Set

Debrief of AAALAC Site Visit
Jennifer Perkins, OARO

Accessing Watermarked Documents in webIRB
Kip Kantelo, OHRPP

OCGA Updates
Patti Manheim, OCGA

  • NIH Notice - Additional Educational Information Fellowship
  • Congressionally Directed Medical Research Programs (CDMRP) Lung Cancer Research Program Blinded Review
  • Staff Updates

New Online "Awards to Date" Tool
Jackson Jeng, ORIS

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 90 pages

          Equipment Eligibility Checklist

Individual presenter slides in full view



August 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OCGA Updates
Patti Manheim, OCGA

  • OCGA Master Training Calendar
  • Application Submission System & Interface for Submission Tracking (ASSIST) Update
  • OCGA Staff Update

OHRPP Updates
Kip Kantelo, OHRPP

  • Updates to webIRB

ORDM Updates
Harry Yang, ORDM

  • Award Data Download Tool (ADDT) for 2013-14

EFM Updates
Kevin Cook, EFM

  • Organizational Updates
  • Business Process Enhancements

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 41 pages

Individual presenter slides in full view



July 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OARO Updates
Jennifer Perkins, OARO

  • AAALAC Site Visit

OCGA Updates
Patti Manheim, OCGA

  • Funding Trends
  • F&A Exceptions New Process
  • Staff Updates

EFM Updates
Kevin Cook, EFM

  • NIH Subaccounting Update

OHRPP Updates
Kip Kantelo, OHRPP

  • WebIRB Updates & Departmental Access
  • Injury Policy Reminder
  • Training schedule

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 51 pages

Individual presenter slides in full view



May 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith

OHRPP Retention of Research Records
Marcia Malmet

OCGA Updates – Operational Management Challenges, EPASS Changes, Master Training Calendar
Patti Manheim

EFM Updates – Organizational Updates, Pool to Subaccount, Close-out Timeline, PAMS
Kevin Cook

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 55 pages

Individual presenter slides in full view



March 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith

Human Research Program
Kip Kantelo

Animal Research and Institutional Biosafety Committees Updates
Jennifer Perkins

Research Policy and Compliance on Campus Tobacco-Free Policy and revisiting RE 89
Ann Pollack

OCGA on Award Status Cycle, Collaboration in Negotiations, CIRM GMS and Other Updates
Patti Manheim, Heather Winters

EFM on PAMS and ERS
Katie Cadle, Sendhil Kolandaivel, and Connie Brown

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 35 pages

Individual presenter slides in full view



February 2014 RAF

Agenda:

Welcome and Announcements
Marcia Smith

ORA Annual Report Highlights
Rory Constancio

New and Enhanced ORA System Tools
Jackson Jeng

  • Enhanced Award Status and Snapshot Report (ASSR)
  • New Award Data Download Tool (ADDT)
  • PI Portal Update

Animal Research Committee and Institutional Biosafety Committee Updates
Jennifer Perkins

NIH Salary Cap, FDP Updates and other Contract and Grant Administration Updates
Patti Manheim

Effort Reporting Status
Maurice Taylor

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 77 pages

Individual presenter slides in full view



November 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith and Rory Constancio

Contract and Grant Administration

  • Post-Federal Shutdown
    Patti Manheim
  • Using ASSIST for NIH Complex Applications: Plan, Prepare, Review and Submit
    David Jaquez, Kathy Kawamura, Yessenia Sarmiento

Extramural Fund Management
Yoon Lee, Maurice Taylor

  • NIH awards to transition to subaccounts
  • Post-Award Management System (PAMS) Status Report
  • Effort Reporting Status

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 67 pages

Individual presenter slides in full view



October 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith

Contract and Grant Administration
Patti Manheim

  • Federal Shutdown
  • FDP updates
  • Federal agencies updates NIH, NSF, NASA
  • eRA Updates
  • Subaward workgroup initiatives
  • Stop Work Orders/Notice of Termination

Extramural Fund Management
Yoon Lee

  • Federal closure - LOC payments
  • Post-Award Management System (PAMS) Status Report

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 38 pages

Individual presenter slides in full view



September 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith

Addressing NIH Data Sharing Policies
Lisa Federer

Contract and Grant Administration
Heather Winters and Kim Duiker

Post-Award Management System (PAMS) Status Report
Yoon Lee

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 47 pages

Individual presenter slides in full view



August 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith

Conflicts of Interest and Physician Payments Sunshine Act
Ann Pollack

Contract and Grant Administration
Patti Manheim, Heather Winters, Kim Duiker, and Cindy Gilbert

Human Research News
Alison Orkin

OARO Updates
Jennifer Perkins

Post-Award Management System (PAMS) Status Report
Yoon Lee, Katie Cadle, and Jessica Carney

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 62 pages

Individual presenter slides in full view



July 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith

OCGA Updates
Patti Manheim

EFM Update PAMS
Yoon Lee, Jessica Carney, and Katie Cadle

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 34 pages

Individual presenter slides in full view



June 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith

Radiation Safety in webIRB
Dina Boktor

Export Controls – "Bring your Own Laptop (and other Devices)"
Claudia Maudlin

Travel Advance Process
Belinda Borden

OCGA Update
Patti Manheim

Questions and Discussion

------------------------------------------------------------------------------------------------

Resources and Handouts: not available



April 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith

EFM ERS update
Maurice Taylor

  • Quarters Released: Late April for the Fall 2012 and Winter 2013 Quarters
  • System Updates: Release 10.9
  • Certification Rates
  • ERS Training Course: Monday, April 29, 2013 from 9:00am-3:00pm

OCGA Update
Patti Manheim

  • Compliance with NIH Public Access Policy – Patti Manheim and Lisa Federer, MLIS, MA, AHIP, Research Informationist, UCLA Louise M. Darling Biomedical Library
  • Introduction of new Assistant Director Heather Winters – Patti Manheim
  • Goals and Objectives – Heather Winters
  • EPASS and Progress Reports – Kim Duiker

PI Portal
Gloria Su

  • Demonstration of “My Proposals”

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 33 pages

Individual presenter slides in full view



February 2013 RAF

Agenda:

Welcome and Highlights of ORA Report to RAPID Steering Committee
Marcia Smith  

Highlights of ORA Annual Report of Sponsored Awards
Rory Constancio

Update on Needs Assessment for a Clinical Trials Management System
Jennifer Porter, CTSI

Tour of the New ORA Award Status and Snapshot Report (ASSR)
Jackson Jeng

Extramural Proposal Approval and Submission Summary (EPASS) and Other Updates
Patti Manheim

Tour of the OHRPP Website
Sharon Friend

Business and Finance Services – Human Subject Disbursement Process
Marsha Lovell, Director, UCLA Business and Finance Services

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 44 pages

Individual presenter slides in full view



January 2013 RAF

Agenda:

Welcome and Announcements
Marcia Smith  

Working with the Office of Intellectual Property–Industry Sponsored Research
Lindsay Keever and Karla Zepeda

Needs Assessment for a Clinical Trials Management System
Eric Kleerup, M.D., Co-Chair, CTSI CTMS Working Group

EFM Deadlines for Budget Period Final Financial Reports and Invoices; Effort Reporting Status Report and Updates
Yoon Lee, Maurice Taylor, Connie Brown

OCGA Updates
Patti Manheim, Cindy Gilbert

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 68 pages

Individual presenter slides in full view



November 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith  

RAPID Update - PAMS
Jessica Carney, Allison Philabaum

  • Post Award Management System Project Update and Demonstration

OCGA Update
Patti Manheim

  • Award Set Up and Impacts of New PHS Disclosure Processing

Research Policy and Compliance
Ann Pollack

  • Update on Implementation of Revised PHS COI Regulations

OHRPP Update
Sharon Friend

  • CTSI and UC IRBs Memorandum of Understanding

Office of Compliance Services
Shanley Curran, Polina Eshkol

  • Clinical Research Billing Compliance Program

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 56 pages

Individual presenter slides in full view



September 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith  

OCGA Initiatives
Patti Manheim, Kim Duiker

  • Proposal Intake Team Update
  • COI Processing in OCGA
  • Reorganization: Goals and Objectives

OARO Initiatives
Blair Hoover

  • Change in Review Practices
EFM Update on Effort Reporting
Maurice Taylor

Research Policy and Compliance Updates
Ann Pollack

  • Update on Launch of UCLA eDGE

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 41 pages

Individual presenter slides in full view



August 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith  

EFM Initiatives Update
Tracey Robertson

  • Encumbrances

OCGA Initiatives
Patti Manheim, Kim Duiker

  • EPASS Updates, including Proposal Submission and PHS COI Policy
  • Proposal Intake Team Update
Research Policy and Compliance Updates
Ann Pollack, Raffi Simonian, Allison Philabaum
  • UCLA PHS COI Policy
  • UCLA eDGE Launch

Accounts Payable Update
Ian Da Costa  

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 46 pages
          Handout view - 13 pages

Individual presenter slides



June 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith  

OCGA Initiatives and News
Patti Manheim

  • Proposal Intake
  • Pending Awards
  • EPASS - Extramural Proposal Approval and Submission Summary

Cindy Gilbert and Susan Waelder

  • NIH Research Performance Progress Report (RPPR) Pilot

Research Policy and Compliance Initiatives
Claudia Modlin

  • eCOI Update
RAPID Effort Reporting Workgroup Status Report
Shannon McGarry
  • Current Deadline and Metrics

Connie Brown

  • ERS Enhancements

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view

Individual presenter slides



May 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith  

RAPID Effort Reporting Workgroup Status Report
Maurice Taylor
Shannon McGarry

  • Current Deadline and Metrics

Research Policy and Compliance Update
Ann Pollack

  • PHS COI Regulations

OCGA Initiatives and Updates
Patti Manheim
  • Intake Team Metrics
  • EPASS – Extramural Proposal Approval and Submission Summary
  • Award Snapshot
RAPID Proposal and Award Tracking System (PATS) Project Update and Go-Live
Michelle Leonard
Gloria Su


RAPID Post Award Management System (PAMS) Project Update and Demonstration
Raellen Man
Jennifer Aguilar
Jessica Lee
Allison Philabaum

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view

Individual presenter slides in full slide view



March 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith

  • Reminder to Acknowledge the UC Patent Agreement Amendment

DGSOM Clinical Trials Contract Unit
Helene Orescan
Bishoy Anastasi
  • Coverage Analysis Process for Clinical Trial Budgets

RPC Update
Ann Pollack

  • PHS COI Regulations

EFM Initiatives and Updates
Tracey Robertson
  • Special Invoicing Requirements for CalTrans Funding

OARO Initiatives and Updates
Jennifer Perkins

  • Funding Available from the "3 R's" Program

OCGA Initiatives and Updates
Patti Manheim

  • New Certification Requirement from NASA
Cindy Gilbert and Susan Waelder

  • UCLA Pilot of the Federal "Research Performance Progress Report" (RPPR)

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 61 pages
          Handout view - 19 pages

Individual presenter slides in full slide view



February 2012 RAF

Agenda:

Welcome and Announcements
Marcia Smith

Data Management Tool
Sharon Farb, Associate University Librarian
Todd Grappone, Associate University Librarian for Digital Initiatives and IT

OHRPP/Office of Radiation Safety Committees
Kathy Wadsworth

OCGA Initiatives
Patti Manheim

  • Streamlining Proposal and Award Processes Phase I - Report on Award Intake Pilot Project
  • Streamlining Proposal and Award Processes Phase II - Proposal Deadline Statistics and Notices, Minimum Proposal Submission Requirements and Phasing In Proposal Intake
  • NIH Salary Cap Guidance for Proposals and Awards

EFM Initiatives
Tracey Robertson

  • NIH Salary Cap Guidance for Post Award Management
  • Single Fund Number Initiative
  • ARRA Funds and Spending Timelines
  • Fund Closeout – Department Threshold for Recertification

RPC Update
Ann Pollack

  • Policy 900 – PI Eligibility

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view - 76 pages
          Handout view - 21 pages

Individual presenter slides in full slide view



November 2011 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

"Marketing the Financial System Replacement Project"
Philip Jurjeu, Isaac Lin, Roberta Rey, and Brian Rubke, Professional Development Program

OCGA Updates
Patti Manheim, OCGA

  • Minimum Proposal Requirements
  • OCGA Intake Pilot

EFM Updates
Tracey Robertson, EFM

  • Update on Genomic Array Object Codes
  • ARRA Reporting Updates

RAPID Project Updates

  • Effort Reporting Workgroup
    Greg Swindell, EFM
  • Single Fund Number
    Tracey Robertson, EFM and Terry Novorr, BRI

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view (not including PDP presentation) - 21 pages
          Handout view - 7 pages

Individual presenter slides in full slide view



October 2011 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OARO Updates - Inspection of Research Areas
Jennifer Perkins

OHRPP Updates
Sharon Friend

  • Deadline for Comments on Common Rule
  • webIRB Upgrade
  • Updated Guidelines

RPC Updates
Ann Pollack

  • Patent Agreement Acknowledgement Update
  • PHS Objectivity in Research Final Rule

OCGA Updates
Patti Manheim

  • Changes to NIH eCommons
    Cindy Gilbert
  • Cayuse Application Maintenance
    Cindy Gilbert

EFM Updates
Maurice Taylor

  • Threshold for PI Re-Approval of Changes to Close-Out Packet
    Jennifer Aguilar and Chenda Seng

RAPID Project Updates

  • Effort Reporting Workgroup
    Greg Swindell
  • PATS Workgroup - EPASS and Award Snapshot
    Marcia Smith

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view (66 pages)

Individual presenter slides in full slide view



September 2011 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OHRPP Updates - Request for Comments on Changes to the Common Rule
Alisa Irwin, OHRPP

OCGA Updates - Multi-Campus Agreement (MCA) Procedures
Patti Manheim, OCGA

EFM Updates
Nate Haines, EFM

  • Genomic Arrays
    Nate Haines
  • NPEAR Updates
    Maurice Taylor

RAPID Project Updates

  • Effort Reporting Workgroup
    Tsegaye Teshome and Shannon McGarry
  • PAMS
    Jessica Lee and An Tran
  • PATS
    Gloria Su and Cindy Gilbert

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – (46 pages)

Individual presenter slides in full slide view



August 2011 RAF

Agenda:

Welcome and Introductions
Marcia Smith, ORA

Update on Effort Reporting Status
Shannon McGarry, Institute for Research on Labor & Employment
Greg Swindell, EFM

Preparing for NSF Audit
Marcia Smith, ORA

OHRPP Revised Consent Form Templates and Updated Guidance
Sharon Friend, OHRPP

OCGA Processing of Fellowships
Cindy Gilbert, OCGA
David Jaquez, Department of Pathology & Laboratory Medicine

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – (29 pages)

Individual presenter slides in full slide view



June 2011 RAF

Agenda:

Welcome
Patti Manheim, OCGA

OCGA Updates
Patti Manheim, OCGA

  • Consortium/contractual arrangements versus pucrchase of services
  • Master Calendar of OCGA training sessions

Indirect Cost Rate Agreement
David Beckstrom, Corporate Financial Services

EFM Updates
Nate Haines, EFM

  • Automatic notifications
    Veronica Fuentes
  • Effort reporting update
    Tsegaye Teshome and Shannon McGarry
  • Payroll expense transfer processing
    Yoon Lee
  • EVerify requirements
    Greg Swindell and Paula Dion

ORIS Update: LearnIT.ucla.edu
Jessica Lee, ORIS

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – (39 pages)
          Handout view – (14 pages)

Individual presenter slides in full slide view



April 2011 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OARO Update
Kathy Wadsworth, OARO

OHRPP Update
Sharon Friend, OHRPP

OCGA Update
Patti Manheim, OCGA

Proposal Submission - Unallowable Costs
Cindy Gilbert, OCGA

RAPID Effort Reporting Compliance Initiative
Marcia Smith, ORA
Shannon McGarry, Institute for Research on Labor & Employment
Greg Swindell, EFM

Give 'em the Pickle
Jackson Jeng, ORIS

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – (41 pages)
          Handout view – (12 pages)

Individual presenter slides in full slide view



March 2011 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

Cost Transfers
Yoon Lee and Maurice Taylor, EFM

Enhancements to RAPID Close-Out Tool
Jennifer Aguilar and An Tran, EFM
Neda Navab, SOM

Proposal Submission Requirements
Patti Manheim, OCGA

Subgrants Processing
Sharon Lam, OCGA

RPC Update, Including H1B Visa Applications
Ann Pollack and Claudia Modlin, RPC

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – (66 pages)
          Handout view – (18 pages)

Individual presenter slides in full slide view



January 20 and 27 Special RAF

Agenda:

Effort Reporting Basics
Lilit Amirkhanyan
Raellen Man, DOM
Catherine Rujanuruks, DOM

Effort Reporting Metrics
Tsegaye Teshome, EFM

Effort Reporting and Cost Sharing
Tsegaye Teshome, EFM
Raellen Man, DOM
Shannon McGarry

Q&A
Shannon McGarry

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – 65 pages
          Three slides per page view – 22 pages



January 2011 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

Research Policy and Compliance Update
Ann Pollack, RPC

OHRPP Update: webIRB Enhancements
Michelle Leonard, ORIS

xTrain Requirement for NIH Training Grants
Jennifer Aguilar, EFM
Cindy Gilbert, OCGA
David Jaquez, Pathology/Lab. Med

Allowable Direct Costing
Paula Dion and William Paja, EFM
Cindy Gilbert, OCGA

Automated Notifications of Close–Outs
Linda Finley, EFM
Barbara Harris–Holdrege, OCGA

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation

Individual presenter slides in handout view



November 2010 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

UCLA Library Outreach on the NIH Public Access Policy: Challenges and Opportunities
Sharon E. Farb, Assoc. Univ. Librarian for Collection Management and Scholarly Communication, UCLA Library
Janet D. Carter, Collection Coordinator, UCLA Biomedical Library

Research Policy and Compliance Update
Ann Pollack, RPC

OARO Update
Kathy Wadsworth, OARO

OCGA Updates
Kristin Lund and Evan Garcia, OCGA

ARRA Reporting Update
Marcia Smith, ORA

EFM Update
Jennifer Aguilar, EFM

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation

Individual presenter slides in full view



October 2010 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

OARO-ARC Policies & News Update
Kathy Wadsworth, OARO

OCGA-NIH and NSF Updates
Cindy Gilbert, Kristin Lund, & Mary Haskins, OCGA

RAPID Project Updates
Invoicing Workgroup Update - Allison Philabaum, Huron & Olga Sanders, EFM
PAMS Update - Jessica Lee, ORIS
PATS Update - Gloria Su, ORIS & Dan Newbower, ORA

OHRPP Updates
Sharon Friend, OHRPP

NSF RCR
Ann Pollack, RPC

Closing Comments/Questions/Discussions
Marcia Smith, ORA

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation

Individual presenter slides in full view



September 2010 RAF

Agenda:

Welcome and Announcements
Marcia Smith, ORA

Extramural Fund Management Update
Nathan Haines, Maurice Taylor, An Tran, Jennifer Aguilar, EFM

Update on Stem Cells
Steve Peckman, Broad Stem Cell Research Center

RAPID Project Updates
Financial Reporting Project - Jessica Lee, ORIS
Effort Reporting Project - Paula Dion, Shannon McGarry, Jenna Lee

OHRPP Updates
webIRB Submission Requirements - Allison Orkin, OHRPP

Closing Comments/Questions/Discussions
Marcia Smith, ORA

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation
          (Stem Cell Update slides not included)

Individual presenter slides in full view



September 15 and 22 Special RAF

Agenda:

Effort Reporting at UCLA
Marcia Smith, ORA

Effort Reporting Basics
Lilit Amirkhanyan
Catherine Rujanuruks, DOM

Effort Report Statuses in ERS
Tsegaye Teshome, EFM

Challenges to 100% On–Time Certification
Martha Riemer
Connie Brown, EFM

Tips for Ensuring Compliance
Lilit Amirkhanyan

Q&A
Shannon McGarry

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full slide view – 60 pages
          Three slides per page view – 20 pages



June 2010 RAF

Agenda:

Welcome and Announcements—ORA Furlough Closure July 2
Marcia Smith, ORA

OHRPP webIRB Status Report
Carrie Fisher, OHRPP

OCGA Topics
Virginia Anders, Cindy Gilbert, Susan Waelder, OCGA

  • Pricing Genome Arrays in NIH Grant Proposals
  • Human and Animal Subject Approvals for Training, Program Project and Center Grants
  • SNAP to eSNAP
  • Deadline for Proposals Due July 2 – 9
  • F&A Rate Agreement

RAPID Effort Reporting Update
Marcia Smith, ORA
Allison Philabaum, Huron

EFM Update
Nate Haines, Huron

ARRA Quarterly Reporting Deadline
Evelyn Balabis, EFM

RAPID Financial Reporting Update
Michelle Phillips, Semel Institute

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation

Individual presenter slides in full view



Handouts for the RAPID Smart Closeout Tool
Special RAF Training Sessions

Agenda:

  • Introduction to Financial Reporting Project
  • Getting Started
  • Closeout Checklist
  • Worksheet Tabs
  • Submission Process
  • Resources
  • Live Demonstration

------------------------------------------------------------------------------------------------

Resources and Handouts:

------------------------------------------------------------------------------------------------

Training Sessions:
  • Thursday, June 3rd, 1:00 pm – 3:30 pm – Room 1425 in the Physics/Astronomy Building (does not include Training Grant demonstration)
  • Tuesday, June 8th, 1:00 pm – 4:00pm-  Neuroscience Research Building Auditorium
  • Friday, June 18th,  9:00 am – Noon – Public Policy Rooms 2343 and 2355
  • Thursday, June 24th, 1:00 pm-4:00 pm -  Louis Jolyon West Auditorium
    (Room C8-183 Semel Institute)



May 2010 RA-Forum

Agenda:

Welcome and Announcements
Marcia Smith, ORA

RAPID Project Reports:

  • Usability Upgrade and Data Model Restructuring for Proposal and Award Tracking System
    Marcia Smith, ORA
  • Effort Reporting Update
    Maurice Taylor, EFM
  • Financial Reporting Update
    Nancy Blumstein, Economics
  • Invoicing Update
    Nate Haines, Huron
    Jill Narciso, EFM
    Veronica Fuentes, EFM

OHRPP: Education Update
Sharon Friend, OHRPP

OARO: Tissue Sharing and ARC Approval
Kathy Wadsworth, OARO

Gifts and Grants
Ann Pollack, RPC

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

Individual presenter slides in full view



May 5 and 6 2010 Special RA-Forum

Effort Reporting

Agenda:

Effort Reporting at UCLA
Marcia Smith, ORA

Effort Reporting Basics
Evelyn Balabis, EFM

System Updates & ERS Metrics Demo
Gloria Su, ORIS, ORA

How to Get Started in ERS
Raellen Man, DOM

Using the ERS PAR Detail Report
Raellen Man
Annette Klufas, Life Sciences South Administration

ERS Best Practices
Cathy Rujanuruks, DOM

Challenges to 100% On-Time Certification
Shannon McGarry, Institute for Research on Employment and Labor
Annette Klufas, Life Sciences South Administration
Connie Brown, EFM, ORA

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Slides in full page view (71 slides)
          Slides in handout view (3 slides per page – 24 pages)



April 2010 RA-Forum


Agenda

Welcome and Announcements
Marcia Smith, ORA

Updates from OCGA
Cindy Gilbert, OCGA

Updates from OHRPP
Sharon Friend, OHRPP

RAPID Project Overview
Marcia Smith, ORA

RAPID Financial Reporting Project
Jessica Lee, ORIS

RAPID Effort Reporting Project
Shannon McGarry, Institute for Research on Labor and Employment
Sarah Horner, Huron

RAPID ARRA Reporting Project
Evelyn Balabis, EFM

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



March 2010 RA-Forum


Agenda

Welcome and Announcements
Ann Pollack, RPC

Research Misconduct and Related Issues
Ann Pollack, RPC

Updates from Extramural Fund Management:
Effort Reporting, Payroll Cost Transfers, ARRA Reporting
Evelyn Balabis, EFM

RAPID Project Update: Roll-Out of Fund Close-out Tool
Nate Haines, Huron
Brian Atienza, EFM
Kathy Kawamura, Molecular and Medical Pharmacology
William Paja, EMF

Lab Safety Issues that Research Administrators Need to Know to Keep Their Researchers Safe
Colin Dimock, Rowell Enrique, EH&S Research Safety Division

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



March 3 and March 17, 2010 - Special RA-Forum meeting

The Office of Extramural Fund Management is offering a training session on Cost Transfers to introduce the new Payroll Expense Transfer system and to review procedures for justifying and approving late transfers of both Payroll and Non-Payroll expenses. We will review important federal regulations and UCLA policies related to cost transfers, and address roles and responsibilities from a user and reviewer perspective. EFM will be joined by representatives from both Campus Payroll and General Accounting to assist in the presentation.

All research fund management staff are strongly encouraged to attend one of these sessions to learn about important changes to procedures and requirements for processing cost transfers. Payroll Time Reporting staff are invited to attend as well. The class will be held on March 3, from 1:30 to 3:30, and again on March 17, from 1:30 to 3:30. Both classes will be held at the Louis Jolyon West Auditorium, Room C8-183 in the Semel Institute. You may print your own handouts prior to attending at: http://www.research.ucla.edu/ora/training/raf.htm.

Obtain handouts here.

 
February 2010 RA-Forum


Agenda

Welcome and Announcements
Marcia Smith, ORA

Updates from Office of Animal Research Oversight
Kathy Wadsworth, OARO

Update on webIRB Roll-Out
Carrie Fisher, OHRPP

Cost Transfers – Increasing Controls
Evelyn Balabis, Maurice Taylor, Becky Henricksen, EFM
Eugene Harrison, Corporate Financial Services - Payroll

RAPID Project Update
Nate Haines, Huron Consulting Group

RAPID Financial Reporting Project Update
Project Management Team
Jessica Lee, ORIS
Testing and Rollout Team
Raellen Man, DOM
Jennifer Aguilar, EFM

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



January 2010 RA-Forum


Agenda

Welcome and Announcements
Marcia Smith, ORA

ARRA Reporting Update – Changes in FTE Calculation for Jobs Created and Retained
Marcia Smith, ORA
Terry Novorr, NPI
Neda Navab, SOM

Update on Stem Cells
Steve Peckman, Broad Stem Cell Research Center

NIH RCR Requirements
Ann Pollack, RPC

ORA Portal Enhancements – Demonstration
Gloria Su, ORIS

OCGA Update and S2S Grants Subaward Demonstration
Cindy Gilbert, OCGA

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



December 14, 2009 Special RA-Forum meeting


Agenda

Changes to the NIH Application Forms and Instructions (updated from 11/19 presentation)

Susan Waelder, Sr. Grant Analyst, OCGA
Cindy Gilbert, ERA Coordinator, OCGA



December 2009 RA-Forum


Agenda

Welcome and Announcements
Responsible Conduct of Research – NSF and NIH Policy Update
Ann Pollack, RPC

Proposal Deadline, ARRA Reporting Deadline, Review Session for NIH
Application Changes, ORA Winter Closure

Virginia Anders, OCGA

OHRPP and webIRB
Sharon Friend, OHRPP
Carrie Fisher, OHRPP
Yana Gorelik, ORIS

Questions and Discussion

Adjourn

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



November 19, 2009 Special RA-Forum meeting


Agenda

Changes to the NIH Application Forms and Instructions

Susan Waelder, Sr. Grant Analyst, OCGA
Cindy Gilbert, ERA Coordinator, OCGA



November 2009 RA-Forum


Agenda

Welcome and Announcements
Marcia Smith, Office of Research Administration

Office of Intellectual Property & Industry Sponsored Research
New Website and Submission Processes
Brian Roe, Assistant Director, ISR and MTA

Mougeh Mozafarian, MTA Manager
Jeff Nerdin, Industry and Material Transfer Contract Officer
Jessica Lee, ORIS

RAPID Project Update: Financial Reporting Project Functional Team Report
Maurice Taylor, EFM

Rory Constancio, Graduate School of Education and Information Studies

Update on ARRA Reporting
Terry Novorr, NPI
Neda Navab, SOM

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



October 2009 RA-Forum


Agenda

Welcome and ORA Updates
Marcia Smith, Office of Research Administration

Update and Progress on ARRA Reporting
Evelyn Balabis, EFM

Update from Office of Animal Research Oversight (OARO)
Kathy Wadsworth, OARO

Update from Office of the Human Research Protection Program (OHRPP)
Sharon Friend, OHRPP

Research Policy and Compliance: COI, Clinical Trial Registration, NSF RCR
Ann Pollack, OVCR, Research Policy and Compliance

RAPID Project Update - Financial Reporting Team
Evelyn Balabis, EFM
Keith Steele, Pediatrics
Maurice Taylor, EFM
Roy Constancio, Graduate School of Education and Information Studies
Neda Navab, School of Medicine

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



September 2009 RA-Forum


Agenda

Welcome and ORA Updates
Marcia Smith, Office of Research Administration

ARRA Reporting Requirements
Kathy Kawamura, Molecular & Medical Pharmacology
Terry Novorr, NPI
Gloria Su, ORIS

Demonstration of Updates to ERS Management Reports on the ORA Portal
Jessica Lee, ORIS

Furlough Exchange Program
Marcia Smith, ORA

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



August 2009 RA-Forum


Agenda

Welcome
Marcia Smith, Office of Research Administration

Updates from ORA Leadership
Sharon Friend, ORA Human Research Protection Program

Updates from RPC
COI Disclosure Requirement for all Federal Research
Ann Pollack, Research Policy and Compliance

eVerify Requirements
Gayelea Allison, Corporate Financial Services - Payroll

Update on Stem Cell Research Policy/Regulation
Steven Peckman, UCLA Broad Stem Cell Research Center

RAPID Project Update: Letter of Credit
Terry Wingo, ORIS; Jovan Iglesias, EFM; Nate Haines, Huron

Trends in Post Approval Reporting/Quality Improvement Monitoring
Judith Brookshire, ORA Office for Protection of Research Subjects

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



July 2009 RA-Forum


Agenda

Welcome
Marcia Smith, Office of Research Administration

Updates from ORA Leadership
Kathy Wadsworth, ORA Office of the Animal Research Committee
Connie Whitely, ORA Office of Contracts and Grants Administration

Updates from RPC
Ann Pollack, Research Policy and Compliance

APPM Website Update
Carole D. Zaima, Administration Policies and Compliance Office

NIH F-Series Grants Transition to Electronic Applications Fellowship Award Transmittal Form 10
M. Belinda Tucker, Graudate Division
Ana Lebon, Graduate Division
Lisa Itagaki, Graduate Division

Overview of ORA Research Administration Process Improvement and Deployment (RAPID) Project
Marcia Smith, ORA

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



June 2009 RA-Forum


Agenda

Welcome
Marcia Smith, Associate Vice Chancellor For Research

ARRA Proposal and Award Statistics
Virginia Anders, ORA Office of Contract and Grant Administration

S2S Grants (Cayuse) Version Upgrade
Cindy Gilbert, ORA Office of Contract and Grant Administration
Gloria Su, ORA Office for Research Information Systems

ARRA Grant Reporting Requirements
Evelyn Balabis, ORA Extramural Funds Management

ERS Management Reports
Jackson Jeng, ORA Office for Research Information Systems

OPRS HRPP On-Line IRB Approval Materials; Update on Western IRB
Alisa Irwin, ORA Office for Protection of Research Subjects

Update on webIRB
Carrie Fisher, ORA Office for Protection of Research Subjects

Questions and Discussion

------------------------------------------------------------------------------------------------

Handouts (in PDF)

          Full page view of entire RA-Forum Presentation (with live links)

Individual presenter slides in full view



May 2009 RA-Forum


Agenda

Welcome
Jackson Jeng, ORA Office for Research Information Systems

Statistics on UCLA Recovery Act Submissions and Awards
Jackson Jeng

Updates from OCGA
Latest News on Recovery Act Funding Opportunities

Connie Whitley, ORA Office of Contracts and Grants Administration

Updates from EFM
Preparations for Recovery Act Fund Management, Update on Cost Transfers

Evelyn Balabis, ORA Extramural Funds Management

Updates from OPRS
Reporting Unanticipated Problems: INcidents, Violations, Deviations and Adverse Events

Sharon Friend, ORA Office for Protection of Research Subjects

Announcement from OCT
Vikki Jenkins, Director, Office of Clinical Trial

Questions and Discussion

Handouts (in PDF)

     Notes (two slides per page) view of entire RA- Forum presentation

    Full page view of entire RA-Forum Presentation

Individual presenter slides in full view



April 2009 RA-Forum

Agenda

Welcome
Marcia Smith, Associate Vice Chancellor For Research

Updates from ORA Leadership
Virginia Anders, ORA Office of Contracts and Grants Administration
Evelyn Balabis, ORA Extramural Funds Management
Sharon K. Friend, ORA Office for Protection of Research Subjects
Jackson Jeng, ORA Office for Research Information Systems

Updates from RPC
Ann Pollack, Research Policy and Compliance

Latest Updates on Changes Related to Recovery Act Funding
Virginia Anders
Evelyn Balabis

Questions and Discussion

Handouts (in PDF)

Notes (two slides per page) view of entire RA- Forum presentation

Full page view of entire RA-Forum Presentation

Individual presenter slides in full view



March 2009 RA-Forum

Agenda

Welcome
Marcia Smith, Associate Vice Chancellor For Research

Updates from ORA Leadership
Virginia Anders, ORA Office of Contracts and Grants Administration
Evelyn Balabis, ORA Extramural Funds Management
Judith Brookshire, ORA Office for Protection of Research Subjects
Sharon K. Friend, ORA Office for Protection of Research Subjects
Jackson Jeng, ORA Office for Research Information Systems

Updates from RPC
Ann Pollack, Research Policy and Compliance

American Recovery and Reinvestment Act of 2009
Virginia Anders
Evelyn Balabis

Questions and Discussion

Handouts (in PDF)

Notes (three slides per page) view of entire RA-Forum presentation
Full page view of entire RA-Forum Presentation

Individual presenter slides in full view




September 2008 RA-Forum

Agenda

  • System-to-System Preparation and Submission of Grants.gov Proposals (Cayuse)
  • ORA On-Line Resource Center
  • Fund Back-log Initiative
  • Cost Transfers (NPEAR)
  • Questions and answers

Handouts




March 2008 RA-Forum:

Agenda

  • General Announcements
  • NIH New Forms and Related Issues
  • Grants.gov updates - Adobe forms
  • ERS updates
  • NIH Other Support Hints and Tips
  • PHS PubMed Central requirements
  • Registering Clinical Trials
  • Revised 925.2 requirements for Clinical Trials

Handouts (please print prior to coming to the RAF)


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