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Certified Research Administrator Exam What is a CRA Certification? The designation of Certified Research Administrator (CRA) means that an individual has demonstrated a level of knowledge necessary for a person to be a professional research or sponsored programs administrator. Benefits of Certification: Professional recognition Personal Satisfaction An indicator of expertise Increased opportunities for employment Advancement opportunities Increased credibility with clients Serve as a role model to others BWH Department of Medicine offers training twice annually to prepare for the CRA exam Attending institutions include BWH, MGH, PHS, HU, MEEI and BCH. Source: http://cra-cert.org/whatiscertification.html

Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

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Page 1: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Certified Research Administrator Exam

What is a CRA Certification? The designation of Certified Research Administrator (CRA) means that an individual has demonstrated a level of knowledge necessary for a person to be a professional research or sponsored programs administrator.

Benefits of Certification: • Professional recognition • Personal Satisfaction • An indicator of expertise • Increased opportunities for employment • Advancement opportunities • Increased credibility with clients • Serve as a role model to others

BWH Department of Medicine offers training twice annually to prepare for the CRA exam

Attending institutions include BWH, MGH, PHS, HU, MEEI and BCH.

Source: http://cra-cert.org/whatiscertification.html

Page 2: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Spring 2015 CRA Exam Preparation Sessions (tentative schedule)

Certified Research Administrator Exam Exam Preparation Sessions: February 12 – May 6, 2016 Registration Date: March 31, 2016 Testing Window: May 7 – May 21, 2016

Day Time Presentation

February 12 8:30-10:30 CRA Info Session & Animal Research and Lab Safety

February 26 9:00-10:00 A-21 vs. A-122 and Export Control

March 4 9:00-10:00 Federal Contracting

March 18 9:00-10:00 Non NIH Federal Sponsors

April 1 9:00-10:00 Human Subject Research

April 15 8:00-9:00 Intellectual Property

May 6 9:00-10:00 Test Taking Strategies & Tips and Tricks

Page 3: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

BWH CRA Certified Research Administrators

Employee Institution Year

Rachel Cohen PHS 2014 Nathan Carroll MGH 2015 Jaclyn Chai BWH 2015 Isaac Chery BCH 2015 Kay Courtade BWH 2015 Julianne Deluca DFCI 2015 Jason Hagan BWH 2015 Stephanie Jones BCH 2015 Karen Kapusta BCH 2015 Kathleen Kennedy DFCI 2015 Jodi Kurtz MGH 2014 Gordon Massey BCH 2015 Joseph Niola BWH 2015 Jeff Seo HMS 2015 Caitlin Strack BCH 2015 Theresa Vallese PHS 2015 Bonnie Wheeler DFCI 2015

For more information or to register for training please

contact: Laurel Donnell-Fink

[email protected] (617) 732-7897

DOM training sessions started in 2012

Page 4: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Research Personnel Survey & Course Directory

Personnel Survey

A tool that identifies required

safety training, based on the

individual’s job responsibilities

Course Directory

A single location where required courses can be

viewed

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Research Personnel Survey

• Developed by Dr. Orf and the MGH Research Safety Committee, created in HUB by LCS and administered by Division of Clinical Research

• 9 questions about research job responsibilities at MGH: – What: Basic, clinical and/or animal research – Where: Research laboratory setting – How: Special materials or equipment

• 2 tracks: Investigator/researcher and staff • Demo: https://hub.partners.org/research/surveys/training

Page 6: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Course Directory

• Depending on affirmative answers to survey

questions a list of required trainings will be generated.

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February 2016 launch

New Hires and New Nonemployees receive an email prompting them to take the survey • 2 reminders per week until survey is completed

When the survey is completed, an email listing the required courses is sent to the survey taker and that person’s manager

The manager is responsible for ensuring that the employee completes the trainings

Page 8: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

The Learning Management System

• Long-term Goal: Incorporate survey into a LMS o Each research employee will have a profile and dashboard o Automated tracking of required training and elective

courses o Provide hard-copy and electronic transcripts o Generate training reports and send to supervisors o Provide automated notification when recertification is

required (CITI, IATA)

Page 9: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Questions and Comments

• Division of Clinical Research – [email protected]

• MGH Research Compliance – Mary Gervino, Director | [email protected] – Rachel Ackman | [email protected]

Page 10: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

FY15 A-133 Update • The annual Federal audit was issued on December 23, 2015 with no

findings

• The scope included - 27 Research Grants, 7 Cores, Student Financial Aid and 1 Social Service Program

• Direct Cost testing for payroll, equipment, consultants, subcontracts, supplies and patient care

• Revenue and rate testing for the Cores

• Compliance testing for (A) Activities Allowed or Unallowed, (B) Allowable Costs/Cost Principles, (C) Cash Management, (E) Eligibility, (F) Equipment and Real Property Management, (G) Matching/Level of Effort and Earmarking, (H) Period of Availability of Federal Funds, (I) Procurement and Suspension and Debarment, (J) Program Income, (L) Reporting, (M) Subrecipient Monitoring, (N) Special Tests and Provisions – sections D and K reserved

• Total expense reported in the Schedule of Expenditures of Federal Awards (SEFA) is $968,051,896

Page 11: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Introducing “My Wallet”

• My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel and Expenses reporting module

• After the Wells Fargo statement cycle closes, Corporate Card transactions will be loaded into My Wallet monthly

• Cardholders will be notified via email to upload receipts, document the business purpose for all pre-paid expenses and submit the report for approval

• 11 Research cardholders selected to participate in the Phase II pilot beginning January 2016

• Wells Fargo transactions will continue to post to the General Ledger monthly independent of the pre-paid expense reporting

Page 12: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

New Uniform Guidance Procurement Standards 2 CFR 200.317- 326

Reference

Title 200.317 Procurement by States 200.318 Procurement Standards 200.319 Competition 200.320 Methods of Procurement to be Followed

200.321

Contracting With Small and Minority Businesses, Women’s Business Enterprises and Labor Surplus Area Firms

200.322 Procurement of Recovered Materials 200.323 Contract Cost and Price 200.324 Federal Awarding Agency or Pass Through Entity Review 200.325 Bonding Requirements

200.326 Contract Provisions

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The Standards – Effective FY18

• The organization must maintain written policies and procedures over procurement that meet the following standards and any other applicable laws and regulations

• Costs incurred must be necessary and cost-effective

• All procurement transactions must provide full and open competition

• The organization must maintain written standards of conduct covering conflicts of interest

• The organization must maintain documentation addressing cost and price analysis, and vendor selection, as applicable for selected method of procurement - see next slide

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Methods of Procurement

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Cash Posting Two Tools on the Navigator • Cash Posting page on the Research Navigator

–Navigator path: Home> Manage> Manage Funds, Financials and Subrecipients> How to get Paid> Cash Postings

–Click the link to claim an item from the list –Unidentified cash listing is updated monthly

• A Research Cash Mailbox for payment notifications and inquiries: [email protected]

• Established to expedite payment posting for clinical trials and other projects not billed by Research Finance

Page 17: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel
Page 18: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel
Page 19: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

NIH INCREASE SALARY CAP TO $185,100 FOR FY 16

NIH new salary cap was effective on 1/10/16 PeopleSoft has been updated to reflect this salary cap accordingly RM policy regarding Employee Data Changes (EDCs) and Research Post Onlys (RPOs) requires the new salary cap is to be used for transactions with a 2/1/16 effective date.

The difference between the previous cap and new cap for this 3 week period (1/11/16 – 1/31/16) is approximately $100 ($0.86/hr.)

If there are extenuating circumstances that require the need to use the new cap effective 1/10/16, please contact your Post- Award Grant Administrator.

Page 20: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

NIH Questions & Answers

1. Q: If a grant award (competing or non-competing) has already been issued in FY 2016, will an adjustment be made? A: No adjustments will be made. However, rebudgeting is allowable.

2. Q: Can I rebudget grant funds or charge contracts issued in prior years funds to allow for the 2016 salary cap increase? A: Yes, provided funds are available and the increase is warranted. Prorated figures should be used for the applicable months, i.e., the $185,100 level is effective beginning January 10, 2016. 3. Q: As the cap is linked to Federal Executive Levels, can grantees/contractors with ongoing awards rebudget/charge up to the various salary caps, based on the fiscal year of the award and

the time the salary expense is incurred? A: Yes, salary may be charged in accordance with the FY cap(s), as long as the levels are consistent with

the individual's institutional base pay. Please refer to the salary cap summary with times frames for existing salary caps, at: http://grants.nih.gov/grants/policy/salcap_summary.htm..

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New NIH Salary Cap & Existing Awards

Page 21: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Data Use Agreements- Research Management Data Use Agreements are now being reviewed by RM Agreement Associates

o Submit requests to the subcontract mailboxes: o [email protected] o [email protected] o [email protected]

o [email protected] is no longer an active mailbox Scope: incoming agreements and outgoing requests for DATA between a Partners entity

and federal, state, foundation and academic entities for RESEARCH purposes. Process:

o Submit request to mailbox o Analyst will forward a series of questions to gather information o Important information to provide:

o What data is being shared o Purpose of data sharing, source of data o IRB filed for the new study (incoming data) /current IRB amended to include data sharing (outgoing

data)

InfoEd Record o Deliverable will be created in the study record if part of an ongoing study or o A PT IE record will be generated by RM

o Exceptions: o If data sharing is part of a collaboration, data terms will be included in the collaboration

agreement o dbGaP applications for GWAS data: continue to select Paula Sciabarrasi as the SO

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Page 22: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Updates to Apple Product Procurement • Effective January 4, 2016, Partners will be working with Apple Professional Services

(APS) for higher education customers as our official vendor. • Apple products will continue to be ordered with proposal and Purchase Order (PO)

through Apple, then shipped to an APS provider to be inventoried and asset tagged. Orders will then ship directly to the Ship To recipient specified in the PO. Macintosh laptops/desktops will be enrolled in the PEAS program.

• As part of this service transition, fees will be reinstated for each of the following products ordered:

• Laptops/desktops $26.95 • iPads $20.95 • Apple Thunderbolt Display $20.95

• You can now develop your own proposal to purchase Apple products. Instructions can be found on our website, including step-by-step directions, videos, and the opportunity to participate in a training webinar in January:

• January 12th and 13th from 10:00am to 11:00am • January 19th and 20th from 10:00am to 11:00am • Webinar login details are posted on our website

https://rc.partners.org/purchase/apple

Page 23: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Mac OS X 10.11 El Capitan is Ready! • The Partners Enterprise Apple Support (PEAS) team is pleased to inform

you that testing is complete and you may now upgrade to Mac OS X 10.11 El Capitan. Before upgrading, please review the El Capitan Guide and check the compatibility chart to ensure software you use is compatible.

• Apple, and therefore PEAS, supports the current OS and two prior versions so if you're running Mac OS X 10.8 Mountain Lion or older it is recommended that you upgrade. Contact the IS Service Desk if you need assistance with an upgrade.

Office 2016 for Mac is Now Available! • Mac OS X 10.10 or newer is required. • Call the Partners IS Service Desk and request an Office 365 subscription. • Follow step by step instructions in the Knowledge Base article: HOWTO: Install Microsoft Office 2016 for Mac

https://rc.partners.org/el-capitan

https://www.partners.org/ISServiceDesk

Page 24: Certified Research Administrator Exam...2016/01/12  · Introducing “My Wallet” • My Wallet is PeopleSoft functionality that connects the Corporate Card Program with the Travel

Research Administrators Retreat

The 6th Annual Research Administrators Retreat will take place on

February 9, 2016 8am-4:30pm in the Simches 3 conference area.

To register, please visit the 2016 RADG Schedule Intranet Page.

We hope you will all be able to join us.

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2016 Mentoring Program

The Research Administrators Mentoring Program is continuing for a second

year!

For more information, or to register, please visit the Mentoring page on the Research Intranet.

https://mghresearch.partners.org/ResearchMgmt/ResAdminMentoringProgr

am.aspx

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CROI

We need everyone’s help to keep improving!

[email protected]