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Learning is life-long!

SRA Northern California Chapter Meeting August 17, 2018 - Santa Cruz

The Society of Research Administrators International, Northern California Chapter invites you to the 2018 Chapter Meeting taking place on August 17, 2018, at the Arboretum & Botanic Garden at the University of California, Santa Cruz campus in Santa Cruz, CA.

The topics this year will be Pre-Award, Post-Award, and Uniform Guidance. We are still arranging speakers from our sister campuses. We feel this one-day educational event will be very helpful to you, your staff, as well as provide valuable networking opportunities.

Registration and additional information can be found here.



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Upcoming ABC Meeting

Stay tuned for the next ABC Meeting.

There will be something for both pre award and post award folks!

View the archived presentation from the October 10, 2017 presentation.


Please review the information below on how to enroll: 

  • Final agenda will be provided in the reminder email prior to the meeting.
  • Please register for the meeting following this link. Or you can search and register for the meeting in STARS using DOR-1200.

 We look forward to seeing you at the next ABC meeting!

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Cardinal Curriculum Companion Workshops Schedule

Cardinal Curriculum Level I

Online course DOR-1102  Overview of Research and Regulatory Environment

Companion workshop ( DOR-1103):

All workshops are in the Birch Lab, 9-Noon

August 29, 2018

September 19, 2018

October 17, 2018

Enroll here

Cardinal Curriculum Level II

Online course DOR-1120 Proposal Development and Budget Preparation

Proposal Development Workshop (DOR-1501) This workshop is mandatory.

All workshops are located Birch Lab, 9-Noon

September 10, 2018

November 13, 2018

January 29, 2019

Enroll here


Budget  Preparation Workshop (DOR - 1502) This workshop is mandatory. 

All workshops are located Birch Lab, 9-Noon

September 12, 2018

November 15, 2018

January 31, 2019

Enroll here


Subawards Workshop (DOR-1503) This workshop is optional.

Online course DOR-1122 Subawards

This workshop will be held in the Redwood Hall, in room G6

August 22, 2018



Award Process Workshop (DOR-1504) This workshop is mandatory.

Online course DOR-1121 Award Process

All workshops are located Birch Lab

September 10, 2018 1-4pm

Enroll Here

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SeRA and Events

You can see all SeRA News and Updates here.

The Office of Research Administration offers seminars featuring research administration related processes, transactions, SeRA, eCertification, the Clinical Research Invoicing System for Participants (CRISP) systems and more!

All seminars are held via Zoom video conferencing.  Attend from your computer, tablet or mobile device. 

Find the scheduled date and time of the seminar in which you're interested and click this attend ORA seminar by zoom! button to attend the seminar.

You'll need to complete a one-time setup of Zoom on your device(s) ahead of the seminar.  Visit the University IT Zoom page to see how easy it is to download and use Zoom.




Proposal Preparation and Development Best Practices

July 12, 2018 - 10:00 to 11:00 am

Seminar on best practices for proposal preparation and development.  Tips on reviewing the funding opportunity solicitation.  Discussion on leveraging the SeRA Proposal Development Routing Form (PDRF) to capture critical Stanford and sponsor information and approvals in advance of submission deadlines.


The Three Cs of Cost Sharing: Commitment, Compliance, and Caveats

 July 17, 2018 - 10:00 to 11:00 am

This seminar will explore the entire life cycle of cost sharing, from including a commitment during proposal development to maintaining compliance through closeout.  We will discuss the three main types of cost sharing: mandatory committed, voluntary committed, and voluntary uncommitted. We’ll also delve a little deeper and discuss how to successfully manage and report on cash, in-kind, and third party contributions throughout an award.


How to Create a Proposal Budget that Makes Award Administration a Snap!

July 24, 2018 - 2:00 to 3:00 pm

Seminar on how to develop proposal budgets to make project management easier for research administrators during the life of the project and at closeout.  Tips and best practices for building a budget as the foundation for efficient award administration during the life of the award.


Cayuse 424 - The Solution for the Retired Grants.Gov PDF Package

July 31, 2018 - 2:00 to 3:00 pm

Seminar on Cayuse 424 system that is used for federal proposal preparation and submissions.  Learn more about Cayuse 424 including finding funding opportunities, real-time error checking, pre-populated information and other helpful features which will make assembling an application easier.  Click for more Cayuse 424 information.


SeRA Proposal Development Routing Form

August 8, 2018 - 10:00 to 11:00 am

Seminar for research administrators on how to create, prepare and route a Proposal Development Routing Form (PDRF) for sponsored research project proposals and applications for funding.  Learn how the PDRF can help you gather necessary information and approvals.  Highlights include the PDRF's routing, tracking and attachment functions.


SeRA New Account Setup

August 16, 2018 - 10:00 to 11:00 am

Seminar for research administrators on how to prepare and complete new account-PTA setup transactions for funded sponsored research projects via the SeRA System.  Overview of the award to account setup process flow and how Oracle P-T-A's are configured based on the award terms and conditions.


Sponsored Projects Maintenance Schedule

August 21, 2018 - 10:00 to 11:00 am

Maintaining a sponsored project award is like maintaining your car.  If you read the manual and follow the recommended maintenance schedule, the car or project will run smoothly, and the journey will have very few challenges which can be remedied.  This seminar will discuss tips and tricks for successful department award management from AAN to Closeout.


NEW - Sponsored Projects Reporting

August 23, 2018 - 10:00 to 11:00 am

Seminar for research administrators on how to run and utilize common reports within SeRA and BI for regular project maintenance and common sponsor reporting requirements.


Departmental Subrecipient Monitoring – Making all the right moves

August 28, 2018 - 2:00 to 3:00 pm

This seminar will address departmental subaward monitoring policies, procedures, and best practices to do it right the first time and save valuable time and resources.


SeRA OSR Request Form for Sponsored Project Management

September 6, 2018 - 10:00 to 11:00 am

Seminar for research administrators on how to leverage the SeRA OSR Request Form transaction for effective sponsored research project management.  Learn about the multiple types of requests you can submit to OSR via SeRA.  See how the Request Form's status tracking and attachment features can save you time from emailing and calling in requests.


How to Manage Your Faculty's Research Portfolio with SeRA My Projects

September 11, 2018 - 10:00 to 11:00 am

Seminar on SeRA My Projects features and functions.  Learn how you can quickly access information about your faculty's portfolio including account balances with My Accounts, submitted proposals, active awarded projects and projects in closeout.  See how you can manage and prepare current and pending/other support reports from within SeRA.  Clean-up old proposals and update Major Goals information.


How to Manage Awards with Carry Forward Restrictions 

September 13, 2018 - 10:00 to 11:00 am

Seminar for research administrators on how to manage awards that require prior approval for carrying forward of funds from one year to another.  Best practices on how to prepare for  requesting carry forward approval from the sponsor.  Also tips how to leverage SeRA to help setup the right accounting treatment for carry forward fund balances.


OSR Post Award Management: “Don’t We Just Catch That at Closeout?” - Presented by Tim Reuter, Director of Post Award Operations, Office of Research Administration

September 25, 2018 - 10:00 to 11:00 am

Seminar highlighting best practices for effective life of the award management of sponsored research projects for research administrators. Tips and tricks to maintain compliance with award terms and conditions, federal and University policies and documenting in anticipation of the project closeout process.


Breaking Down a Program Announcement - Presented by Russell Brewer, Associate Vice President of Research Administration

Stay tuned for future offerings.

Sample Program Announcement Used

Russell Brewer, Associate Vice President of Research Administration will be presenting a special, in-person ORA Seminar on how to understand, review, and dissect BAAs/funding opportunities/program  announcements.  This is a rare opportunity to see Russell and hear him present at an ORA Seminar.  With his nearly three decades of research administration experience, you're sure to receive some very helpful information, tips, and tricks for breaking down even the most complicated of funding opportunities!


eCertification: Lessons Learned & Enhancements

Stay tuned for future offerings.

Seminar for research administrators to review helpful lessons learned during the inaugural electronic quarterly certification period, learn about exciting, forthcoming, value-add enhancements to the eCertification system, and have an opportunity to ask questions and provide feedback directly to the eCertification team.


Subaward Management: Recognizing the Red Flags

Stay tuned for future offerings.

Seminar for research administrators that manage subawards. Learn what to watch out for when managing subawards and reviewing subaward invoices and best practices for how to proceed if issues arise.  This seminar will also explore several real world case studies.


Managing Subawards under Carry Forward Restricted Awards

Stay tuned for future offerings.

Seminar for research administrators that manage subawards. Learn how the iProcurement system and sponsor subaccounts will impact timelines for these impacted subawards.  The seminar will also touch on how to manage and communicate with subrecipients.   Learn about tools available to stay on top of these subawards, and some of the upcoming and recent changes which require more stringent oversight of subaward purchase orders and invoicing.



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NIH Updates and Regional Seminars

Don't miss your opportunity to take part in the Fall 2018 NIH Regional Seminar in San Francisco, California from October 17-19.  Each year, new investigators, research administrators, and those new to working with NIH grants and contracts, participate in the NIH Regional Seminar on Program Funding and Grants Administration.  This 2-day seminar, with a 3rd day of optional workshops, provides a wealth of information for those who desire a better understanding of how the NIH grants process works and the policies behind it all. 

Can't attend this year?

Sign up to get notified of the next regional seminar.

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NSF Updates and Conferences


NSF Fall 2018 Grants Conference

Sign up for the  November 8-9, 2018 in New Orleans, Louisiana for the 50th National Science Foundation Grants Conference! 

These events are primarily designed to provide new faculty, researchers and administrators with key insights into a wide range of current issues at NSF including proposal preparation and merit review basics, award management topics and other important information. Program officers representing each NSF directorate will be on hand to provide up-to-date information about specific funding opportunities and to answer attendee questions.

Topics covered will include:

  • An introduction to the NSF
  • NSF’s proposal preparation and merit review process
  • Award management
  • Conflict of interest policies
  • New programs and initiatives
  • Cross-disciplinary and special interest programs
  • Breakout sessions by discipline

Find more information here

DoR/OSR NSF Update Seminar

Our annual National Science Foundation Updates Seminar  was held on November 30th at the Clark Center (Room S360), between 10 and noon.

The session was presented by Nicole Pobuta from OSR and Catalina Verdu-Cano from DOR.

You can view the presentation for this event here


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Upcoming NCURA Meetings

View NCURA events!

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ABC Meeting Archived Presentations

ABC Meeting - October 10, 2017


Services Provided by the Office of International Affairs; Brendan Walsh

 Privacy Office; Pegah Parsi

New NIH Form Requirements; Sonia Barragan and the NIH Policy on the Dissemination of NIH-Funded Clinical Trial Information, Scott Patton, Clinical Trials Disclosure Manager, Clinical Research Quality, (CRQ)

Updates and Enhancements to Clinical Research Invoicing System for Participants (CRISP); Tim Reuter

Electronic Review and Certification of Expenditure Statements (eCert); Ken Schulz and Sara Bible

New Required Proposal Preparation and Submission Systems; Megan Dietrich


ABC Meeting - May 31, 2017

ABC Meeting - November 8, 2016


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