OSR & SeRA Seminars

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

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

Just find the scheduled date and time of the seminar you're interested in and click this very 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.


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

June 20, 2018 - 10:00 - 11:00 am  - Clark Center Auditorium or Zoom Meeting ID  https://stanford.zoom.us/j/857571599 

Sample Program Announcement To Be 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!


OSR Post Award Management: “Don’t We Just Catch That at Closeout?”

June 21, 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.


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 Grants.gov 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 Project 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.


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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