Associate Director of Pre-Award.

• Coordinate the pre and post award research administration for the Duke Aging Center and research administration services to other research teams, serving as an internal expert regarding proposal development and management. Analyze and allocate work responsibilities to ensure proper distribution of assignments and adequate staffing and resources for performance of duties within deadlines. Review work of research administration team for accuracy and compliance.• Ensure all applications and contracts meet sponsor/agency and university guidelines adhering to the necessary internal and external deadlines.• Provide oversight, controls, procedures and practices for the development and management of financial research portfolios, including internal and external research projects, discretionary funding, and operational support. Reconcile monthly budget reports, implement adjustments and inform PI and/or supervisor of corrections/adjustments consistent with regulatory and institutional standards.

• Hybrid role of both department and central level pre-award support for a portfolio of twelve departments and services within the institution.• Assist and guide researchers in the development of grant budgets and proposal applications; provide analysis of sponsor guidelines, review of agency application forms and administrative documents and ensure submission to sponsor in various sponsor systems.• Manage a heavy volume of proposals from all sponsor types to include foundation, state and federal agencies such as NIH, DoD, NSF and ensure timely submission for all grant cycle deadlines.• Responsible for managing the preparation and submission of complex grant applications involving many departments, researchers and other institutions for NIH complex grants such as P01, P50 and U54. • Submit all non-financial reports to include progress reports, NIH RPPRs and other reports as required by the sponsors.• Obtain sponsor approvals for no cost extensions, re-budgeting, carry over requests and other prior approval requests as needed, as well as submission of JIT and other sponsor requests.• Work with contracting team to request subaward initiation and amendments, as well as compare and review incoming awards to the proposal. Reconcile any budgetary cuts or other programmatic changes in scope with the researcher as needed prior to contract or award execution by contracting team.• Assigned to internal working groups as a volunteer for upcoming changes in the research administration field—to include sponsor checklist documents, changes in upcoming NIH requirements/forms and other institutional-wide updates as needed and requested.

• Oversee the review, submission, and renewal of various types of sponsored projects from a variety of sponsors including NIH, DoD, private foundations, other government, and industry with an assigned portfolio of departments within the medical school.• Assist faculty in the development of grant budgets and lend expertise to refine budget justifications and various components of the application.• Navigate various proposal application processes and electronic proposal systems to include Cayuse 424 and internal University of Texas sponsored project and financial management systems. • Work with the Office of Sponsored Projects to ensure submission of all proposals and sponsor post-proposal requests in conjunction with faculty and PIs.• Monitor the establishment of new awards and request of subawards when appropriate, with correct and updated budgets and other documentation as needed in post-award• Support rebudgeting, account reconciliation, salary allocation and other ongoing financial activities with faculty, departmental managers and other staff as needed in the lifecycle of the grant once awarded.• Obtain sponsor approvals for no cost extensions, re-budgeting, carry over requests and other prior approval requests as needed.

• Prepared, reviewed and finalized global investigator grant budget and payment schedule terms and condition templates for multiple studies, extensive experience especially with North America and European budgets and terms.• Reviewed clinical trial protocol in depth to build investigator grant budgets based on schedule of assessments and events in order to account for every cost to the study for site negotiation and ensure costs are applicable and allowable per country considerations.• Developed investigator grant budget negotiation parameters with clients, communicated client processes, procedures and negotiation parameters to local team members. • Escalated budget negotiations to external client as needed with informed recommendations on costs and provided timely feedback to contract specialists and managers to expedite negotiation of clinical trial budgets.• Coordinated with internal departments to ensure various site startup activities were aligned with investigator grant activities and mutually agreed upon timelines; ensured alignment of budget negotiation process for sites and study were properly aligned and managed for the critical path for site activation.• Provided status updates in a timely manner in various clinical systems from budget development through finalization of fully executed contract and site activation to include CTMS, goBalto Activate, Veevavault, internal and external Sharepoint sites and other client and internal systems as needed.

• Responsible for reviewing, interpreting and recording all incoming research contracts and outgoing sub-award agreements and assigning to upper level contracting staff as appropriate• Reviewing various legal agreements and contracts under the supervision of Research Contracting leadership; requesting and gathering documentation from departments and external agencies related to research contracting• Developing, implementing, and/or coordinating internal contract organization and managementsystems and participate in Kuali Coeus data management.• Primary point of contact for researchers and departmental administrative staff regarding contract and sub-award intake, and will manage the flow of research contract-related documents including correspondence. Responsible for skillful, sensitive, timely and accurate communications in individual and group contacts with project personnel and professionally represent the project and ORA when speaking with external stakeholders.

• Assist faculty and staff in matters related to budget and proposal preparation, submission, acceptance, and administration of grants, contracts and other awarded projects.• Serve as a point of contact for proposal preparation and outreach activities, acting as the liaison between the University and external sponsors for outgoing proposals, incoming subcontracts and award transfers from other institutions to UNC Charlotte as well as gathering and disseminating information to researchers and their staff on pre- and post-award compliance issues.• Update and facilitate the Department Research Administrators Certificate in Grants and Contracts Administration, offered yearly through the Research Services and Outreach Department. Responsible for all administrative aspects of facilitating the eight sessions throughout the year, including room reservation, preparing presentation materials, conducting follow-up learning assessments and tracking participants progress.

• Counseled and assisted faculty and staff in matters related to preparation, submission, acceptance, and administration of grants and other awarded projects. Investigated and answered questions from external agencies, researchers, fiscal officers, research administrators and others. • Counseled principle investigators (PI) and staff on the preparation of budgets, completion of certifications, and institutional information to ensure compliance with university policies, federal regulations, and agency guidelines. • Received and processed awards from external agencies. Confirmed all award terms and conditions, contact funding agencies for clarifications and or discussions of terms and conditions.• Established university accounts and budgets in the university internal management system as well as reviewed and approved grant and contract expenditures posted to those accounts. Additionally, interpreted agency policies and award documents to ensure compliance with spending and administration guidelines, and provided guidance to faculty and departments on allowable expenses.

• Served as acting Grants Management Branch Chief while current chief was made interim Planning Division Director from March 2013-August 2014. Managed an office staff of six grant coordinators and administrative staff, overseeing day-to-day operations. • Held monthly Program Manager meetings to ensure grant program managers were expending their funds according to performance periods and reconciling the amount encumbered verses the amount disbursed. Also resolved any issues related to the grant cycle during or after monthly meetings.• Responsible for researching, soliciting proposals from local and state partners and incorporating those proposals into the State of Indiana grant proposals for the Emergency Management Performance Grant (EMPG) and the Homeland Security Grant Program (HSGP). For 2013, those grant proposals were for roughly $6.6 million and $3.5 million, respectively. • Provided training across the state and conducted day to day customer service for the online Indiana Grants Management System (iGMS) that all recipients of grants managed by the Indiana Department of Homeland Security use. • Created guidance, briefings and parameters for the 2013 Secured School Safety Grant Program, a $20 million state grant program created by Senate Bill 001 in the 2013 Legislative Session. Performed outreach, including implementation of a multimedia informational program including seminars and webinars to the public across the state.• Reviewed and updated a compliance monitoring system that was recognized as a national best practice and implemented in other states.

• Served as a project manager and subject matter expert in the planning process and managed multiple planning projects at once. Was responsible for the design, drafting and finalizing of 3 state-level plans, including the National Level Exercise 2011 After Action Report, as well as updated and revised previous plans as required by FEMA and other authorities. • Worked as a liaison to five state agencies on developing, updating and maintaining their Continuity of Operations (COOP) plans. Assisted the Planning Section Branch Chief with coordinating and presenting courses, workshops and tabletop exercises to test the plans and procedures of all the essential agencies within the State of Indiana government.• Continued teaching Homeland Security Exercise Evaluation Program (HSEEP) courses to emergency management professionals across the state.• Served in the Planning Section of the Emergency Operations Center (EOC) in the event of an activation, including the 7 day Super Bowl XLVI 2012 activation.

• Served as an Exercise Program Coordinator for the Indiana Department of Homeland Security, State and Local Exercise Program. Was responsible for the coordination of a Homeland Security state exercise program through assisting the State Exercise Training Officer with coordination of training, exercises and delivery of a comprehensive exercise training program. • Served as lead controller/evaluator for the National Level Exercise 2011(NLE 11), involving FEMA, several federal agencies and 8 states, the largest functional-level exercise FEMA has attempted. • Taught Homeland Security Exercise Evaluation Program (HSEEP) courses to emergency management professional across the State of Indiana. Taught 3+ classes a year and continued teaching courses even after leaving the position.• Served in the Indiana Department of Homeland Security’s State Emergency Operations Center in the event of an activation.

Responsible for day to day office activities such as coping, filing, coordinating schedules and meetings in outlook for Response Director, Emergency Operations Center Manager and Division Director, as well as preparing travel documents and submitting to travel committee for anyone in the office. Keep track of grant monies and deadlines, as well as input requests for expenditures into IDHS internal system for approval, then created requisitions in the Encompass system (PeopleSoft) for the Auditor of the State; average of 5 requisitions a week. Also the administrative position in the Emergency Operations Center if there was an activation.