Training Resources

NCURA Satellite Broadcasts:

The "OMB Uniform Guidance: Key Issues for Universities" DVD is available through RAS at

Description from NCURA website:

After two years of discussion and debate, the new OMB uniform guidance was released Dec. 26, 2013. The Uniform Guidance, or Omni-Circular, consolidates eight OMB circulars into a single document and changes some fundamental concepts underlying the management of sponsored programs. Research administrators across the country have been reading, highlighting, flagging and tagging the regulations, while also trying to determine how the new material applies to our institutions. There has been considerable analysis to date, and this session will target information that universities need to understand what the guidance means and how it will affect our current policies and business practices. Is there still effort reporting? Can we buy iPads and laptops? Do we still have title to equipment vested in universities? How do we monitor subrecipients? Do we have to change the way we charge fringe benefits?

The panel provides current information about interpretations of those questions and many others. This guidance is the single most significant change in research regulations in the past 50 years. Join the panel for a review of its key elements.

Learning Objectives

  • an understanding of the new OMB uniform guidance on sponsored programs administration;
  • understanding how the guidance might change their business practices; and
  • understanding what to expect in the next year as a result of this new guidance

Moderator: Kim Moreland, associate vice chancellor for Research and Sponsored Programs, University of Wisconsin-Madison

Panel: Michelle Christy, director, Office of Sponsored Programs, Massachusetts Institute of Technology; Mark Davis, vice president for Higher Education, Attain; Cindy Hope, assistant vice president for Research, The University of Alabama; David Kennedy, director of Costing Policies and Studies, Council on Governmental Relations; Jim Luther, assistant vice president, Research Costing Compliance, Duke University

"ABCs of the Federal Cost Principles" DVD is available through RAS at

Description from NCURA website:

OMB circulars and other costing principles establish guidelines for determining costs applicable to grants, contracts, and other agreements from governmental agencies to educational institutions (A-21) nonprofit organizations (A-122) and hospitals (OASC3). The principles are designed to provide that the federal government bear its fair share of total costs within defined parameters and with some exceptions. As federal audit activity increases and budget challenges face universities and the federal government, it is even more critical that research administrators understand the principles provided by the Circulars in order to appropriately fund research and other sponsored programs.

Learning Objectives

  • Understanding what answers can be found within OMB circulars A-21and A-122, and the cost principles applicable to hospitals (OASC3);
  • Reviewing key principles related to allocating costs as direct or facilities and administrative costs;
  • Reviewing costs examples provided in Section J of A-21;
  • Identifying agency-specific cost principles implementation;
  • Connecting the theory with application to budgeting and spending

Participants will develop a better understanding of, and a resource toolkit for, addressing the following aspects of contract negotiation:

Program Level: Basic

Target Audience: Departmental administrators, pre- and post-award administrators

Moderator: Jane Youngers, assistant vice president for Research and Sponsored Programs, The University of Texas Health Science Center at San Antonio

Panel: Robert Andresen, assistant director, Post-Award Services, Research & Sponsored Programs, University of Wisconsin-Madison; Craig Reynolds, chief administrator, Biological Chemistry, University of Michigan Medical School; Michelle Vazin, director, Office of Contracts and Grants, Vanderbilt University

"Managing Financial Requirements of Awards"

Description from NCURA website:

Awards for extramural funding carry a variety of requirements and restrictions. Appropriately administering awards will require policies and procedures and, potentially, electronic systems to meet a myriad of financial and administrative responsibilities. This program will focus on the Office of Management and Budget (OMB) circulars related to financial and administrative issues for universities and nonprofit organizations. The session will also address issues related to financial management of grants and contracts from various sources while sharing recent developments and best practices.

Learning Objectives

  • reviewing the regulatory framework for financial and administrative compliance requirements provided through OMB circulars and learning various approaches used to implement the requirements;
  • learning about systems designed to handle additional contract-related requirements – e.g., complex financial and programmatic invoicing; reporting and collections; and sponsor-required approvals and systems; and
  • understanding how institutions are approaching many of the newest financial issues: data collection and reporting including subrecipient reporting, required in relation to American Recovery and Reinvestment Act of 2009 (ARRA) funding and by the Federal Funding Accountability and Transparency Act (FFATA)

Moderator: Jane Youngers, assistant vice president for Research, University of Texas Health Science Center at San Antonio

Panel: Rob Barbret, director of Sponsored Programs, Controllers Office, University of Michigan; Tracey Fraser, senior director, Financial Services, California Institute of Technology; Lisa Gentry, assistant dean, Finance & Administration, College of Education, University of Arizona


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