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id="block-system-main" class="block block-system"> <div class="content"> <div id="node-481" class="node node-page slider-secondary clearfix" about="/research-administrator-training" typeof="sioc:Item foaf:Document"> <span property="dc:title" content="Research Administrator Training" class="rdf-meta element-hidden"></span><span property="sioc:num_replies" content="0" datatype="xsd:integer" class="rdf-meta element-hidden"></span> <div class="content"> <div class="field field-name-field-body field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><div class="wysiwyg_twocols layout--40-60"> <div class="wysiwyg_twocols--first bg--transparent"> <h2>Monthly Courses</h2> <p><em>Recurring courses in research administration topics. Staff are required to attend a monthly budget training when they join OSR.</em></p> <p>Registration links are included below</p> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Interim Budget </p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <p><em>First Thursday of Each Month</em></p> <ol> <li>Overview of Proposal Budget Preparation</li> <li>Calculate indirect/F&A costs</li> <li>Determine/Confirm Named and To Be Named (TBN) UCSF Personnel Salaries</li> <li>Create a Proposal Budget Using the RMS/OSR Budget Template</li> </ol> <p style="text-align: center;"><a class="btn--small btn--white--underline" href="https://app.smartsheet.com/b/form?EQBCT=25ff8a69052347f184924d4a9efc7d65" target="_blank">Register</a></p> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>REMS Exceptions </p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <p>Required for all OSR staff</p> <p><em>First Friday of Each Month </em></p> <p>Required for all new OSR employees to learn about the exception progress and obtain REMS access</p> <ol> <li>Overview of University Policy for Full Recovery of Indirect Costs</li> <li>Requesting Exception to the University's Policy for Full Recovery</li> <li>Preview of Research Enterprise System (REMS) - available for authorized users only</li> </ol> <p style="text-align: center;"><a class="btn--small btn--white--underline" href="https://app.smartsheet.com/b/form/1fe58c75c8894c2988e315f91a9701ad">Register</a></p> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>eProposal</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <p><em>Session 1: Second Thursday of Each Month</em></p> <p>Required for all OSR Staff</p> <ol> <li>Overview of eProposal system</li> <li>Complete an uploaded Sponsor Packet proposal</li> <li>Complete a basic budget</li> <li>Route for PI, Chair and AOR approvals</li> <li>How to “Submit to Sponsor” in eProposal</li> </ol> <p style="text-align: center;"><a class="btn--small btn--white--underline" href="https://app.smartsheet.com/b/form?EQBCT=187fdfa5403d43f8a341cf7d77d9fdb1" target="_blank">Register</a></p> <p><em>Session 2: Third Thursday of Each Month</em></p> <ol> <li>Complete a detailed budget</li> <li>Complete a system to systems proposal</li> <li>Submit to Grants.gov</li> </ol> <p style="text-align: center;"><a class="btn--small btn--white--underline" href="https://app.smartsheet.com/b/form?EQBCT=4c454df92a4140e981a661ad867ebcec" target="_blank">Register</a></p> <p style="text-align: center;"> </p> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>CACTAS </p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <p>Required for all OSR staff</p> <p><em>Fourth Thursday of Each Month</em></p> <ol> <li>Overview of CACTAS system</li> <li>How to create a view</li> <li>Complete a JIT CACTAS record (initiating COI review)</li> <li>Complete a New Award CACTAS record</li> <li>Overview of other Award activities in CACTAS</li> <li>How to send emails</li> </ol> <p style="text-align: center;"><a class="btn--small btn--white--underline" href="https://app.smartsheet.com/b/form/232fb8a1705d464fb1ec97bd87aa8bce" target="_blank">Register</a></p> </div> </div> <h2>Other Topics</h2> <h3>Outgoing Subawards</h3> <ul> <li><a href="/Intl-Subrecipients" target="_blank">Working with International Subrecipients</a></li> <li><a href="https://uc.sumtotal.host/Core/pillarRedirect?relyingParty=LM&url=core%2Factivitydetails%2FViewActivityDetails%3FActivityId%3D511133%26UserMode%3D0" target="_blank">Submitting an Outgiong Subaward Request</a> (available to all, but only OSR and IGHS staff that complete the eCourse may prepare and submit Subaward Request Forms)</li> <li><a href="https://youtube.com/playlist?list=PLHXktaVxjnxqa3jxXAMv_vOUIzj3hBCb3" target="_blank">Subaward Training Videos</a> (designed for OSR staff but may be of interest to department research administrators)</li> </ul> </div> <div class="wysiwyg_twocols--second bg--transparent"> <h2>Research Administration 101 (RA-101)</h2> <p><em>Eight week course offered three times per year </em></p> <p style="text-align: center;"><a class="btn--small btn--white--underline" href="https://app.smartsheet.com/b/form/8296c19cc7934ae68d491d5aff94f43a" target="_blank">See Schedule and Register</a></p> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 1: Introduction to Proposals and Building Budgets</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Be able to identify key elements in a funding opportunity announcement necessary to complete an application</li> <li>Become familiar with the components of a proposal application</li> <li>Know the federal cost principles</li> <li>Know the anatomy of a budget, including what constitutes direct and indirect costs</li> <li>Know how to calculate indirect/F&A costs with MTDC base</li> <li>Become familiar with common Research Administration terms and acronyms (including subcontract)</li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 2: Other Types of NIH Budgets</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Understand allowability of costs, including what is covered by F&A</li> <li>Know how to determine the correct NIH Budget type for a project</li> <li>Know how to prepare a Modular Budget</li> <li>Understand how NIH ASSIST compiles a Composite Budget for NIH Multi-Component Applications</li> <li>Become familiar with budgeting consideration for multi-component projects and projects with subcontracts</li> <li>Know how to prepare a NIH Training Grant Budget</li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 3: Budget Justifications, Non-Profit Budgets, Budget Policies and Indirect Costs</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Understand the critical relationship between the scope of work, budget and budget justification</li> <li>Be able to identify the necessary resources to prepare a budget for an application to non-Profit sponsors</li> <li>Know the nuance of calculating indirect costs for applications to non-Profit sponsors</li> <li>Know how the F&A rate agreement serves in the determination for full recovery</li> <li>Be able to identify and apply the correct indirect cost rate and base<strong>.</strong></li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 4: Compliance Policies</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Understand the order of precendence</li> <li>Be able to determine PI status</li> <li>Understand what constitutes as cost sharing and program income</li> <li>Know the COI requirements</li> <li>Know regulatory requirements, such as IRB, IACUC, foreign influence, special funding considerations and data sharing)</li> <li>Have a basic understanding of the subcontract process</li> <li>Be able to appropriately distinguish (or know when to escalate to distinguish) between subcontracts and vendor contracts</li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 5: Partnership</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Know who are our clients and partners</li> <li>Understand the goals of our primary clients</li> <li>Know OSR’s top 5 core competencies to meet our performance and service goals</li> <li>Be able to apply OSR’s top 5 core competencies to seek resolution</li> <li>Learn tips for effective and clear communication and how to prepare for your first meetings (with PIs and departments)</li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 6: Award Acceptance Part I</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Understand the requirements to complete the NIH application process in Other Support requirements </li> <li>Know your role in the Award Acceptance process</li> <li>Using the NIH Notice of Award (NoA), learn to read a federal award</li> <li>Learn how the NIH Grant number can assist in identifying the purpose of the award.</li> <li>Understand our responsibilities under the terms and conditions of a federal award</li> <li>Review examples of Non-NIH NOAs</li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 7: Award Acceptance Part II</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Become familiar with the 8 University Principles and why they were developed</li> <li>Be familiar with th eRPAC Contract and Grant Manual</li> <li>Know common terms in research agreements </li> <li>Be able to recognize terms and conditions embedded in a funding announcement</li> <li>Learn to use the FDP website</li> <li>Become familiar with the FDP Amendment Template</li> <li>Become familiar with Multiple Campus Awards (MCAs)</li> </ol> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p>Day 8: Administrative Requirements</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> <li>Know what transactions require Prior Approval from the sponsor</li> <li>Know award reporting requirements</li> <li>Understand OSR's responsibility to complete the award closeout process</li> <li>Be aware that UCSF is subject to Federal single audit</li> </ol> </div> </div> </div> </div> </div></div></div> <div class="paragraphs-items paragraphs-items-field-paragraph-sections paragraphs-items-field-paragraph-sections-full paragraphs-items-full"> <div class="field field-name-field-paragraph-sections field-type-paragraphs field-label-hidden"><div class="field-items"><div class="field-item even"><div class="entity entity-paragraphs-item paragraphs-item-blockreferences"> <div class="content"> <div class="field field-name-field-pg-blockref-blockref field-type-blockreference field-label-hidden"><div class="field-items"><div class="field-item even"><div id="block-block-136" class="block block-block"> <h3>Resources</h3> <div class="content"> <div class="wysiwyg_twocols layout--50-50"> <div class="wysiwyg_twocols--first bg--interactive-purple"> <h5>UCSF Resources</h5> <ul> <li><a href="https://www.youtube.com/watch?v=-7SeH8ueEW8" target="_blank">OSR Town Hall: NIH Updates to Biosketches and Other Support (April 28, 2021)</a> (Video)</li> <li><a href="https://www.youtube.com/watch?v=w_PfEe-dNdg" target="_blank">OSR Q&A: NIH Updates to Biosketch and Other Support (May 22, 2021)</a> (Video)</li> <li><a href="https://www.youtube.com/channel/UCZkvnGm7glGVPc0xpvZxmRw" target="_blank">Subaward Request Form Overview by Section</a> (Video)</li> <li><a href="/sites/g/files/tkssra1766/f/wysiwyg/SubcontractVs%20Services%20Agreements09012016.pdf">Subcontracts vs. Consulting vs. Services Agreements Matrix</a></li> <li><a href="https://osr.ucsfsitebuilder.acsitefactory.com/sites/g/files/tkssra1766/f/wysiwyg/Subrecipient%20versus%20Contractor%20determinations%20%281%29.pptx" target="_blank">Subcontractor or Purchase Slide Deck</a></li> <li><a href="https://epibiostat.ucsf.edu/k-grant-writing-workshop" target="_blank">K-Grant Writing Workshop</a></li> <li>Department of Radiology: <a href="https://radiology.ucsf.edu/academic-affairs/faculty-development-courses" target="_blank">Faculty Development and Courses</a></li> <li><a href="https://prevention.ucsf.edu/education/visiting-professor-program/apply" target="_blank">Training Program for Scientists Conducting Research to Reduce HIV/STI Health Disparities</a></li> <li>Student Academic Affairs, Office of Career and Professional Development: <a href="https://career.ucsf.edu/professional-skills" target="_blank">Professional Skills for Basic and Biomedical Scientists</a></li> <li><a href="http://accelerate.ucsf.edu/training/K-grant-writing" target="_blank">Writing NIH Mentored K Award Applications</a></li> <li>Department of Epidemiology and Biostatistics: <a href="https://epibiostat.ucsf.edu/k-grant-writing-workshop" target="_blank">K-Grant Writing Workshop</a></li> <li><a href="https://controller.ucsf.edu/how-to-guides/contracts-grants-accounting/post-award-financial-administration" target="_blank">Post-Award Financial Administration</a></li> <li><a href="https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D340453%26UserMode%3D0" target="_blank">Post Award Management (PAM) training series</a></li> <li><a href="https://controller.ucsf.edu/search/how-to-guide" target="_blank">Contracts & Grants Accounting How-to Guides</a></li> </ul> </div> <div class="wysiwyg_twocols--second bg--interactive-dark-grey"> <h5>Sponsor Resources</h5> <ul> <li><a href="https://grants.nih.gov/grants/how-to-apply-application-guide.html" target="_blank">NIH Application Guide</a></li> <li><a href="https://grants.nih.gov/grants/pre-award-process.htm" target="_blank">NIH Pre-Award/Award Processes</a></li> <li><a href="https://grants.nih.gov/grants/how-to-apply-application-guide/format-and-write/develop-your-budget.htm" target="_blank">NIH Develop Your Budget</a></li> <li><a href="http://deainfo.nci.nih.gov/extra/extdocs/gntapp.pdf" target="_blank">NIH/NCI Quick Guide for Grant Applications</a></li> <li><a href="http://www.niaid.nih.gov/researchfunding/grant/pages/aag.aspx" target="_blank">NIH NIAID All About Grants: Tutorials and Samples</a></li> <li><a href="http://www.youtube.com/watch?v=DUMw5wZNZqs" target="_blank">NIH How Not to Miss Important Information About the Receipt and Referral of Your Grant Application</a> (Video)</li> <li><a href="http://www.epa.gov/ogd/recipient/tips.htm" target="_blank">Environmental Protection Agency/EPA General Tips on Writing a Competitive Grant Proposal and Preparing a Budget</a></li> </ul> </div> </div> </div> </div></div></div></div> </div> </div> </div><div class="field-item odd"><div class="entity entity-paragraphs-item paragraphs-item-textarea"> <div class="content"> <div class="field field-name-field-pg-textarea-text field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><h2>Need Help?</h2> <p>Email the <a href="/cdn-cgi/l/email-protection#b4dbc7c6dddad2dbf4c1d7c7d29ad1d0c18bc7c1d6ded1d7c089fbe7e6918684e4c1d6d8ddd7918684e7ddc0d1918684fddac5c1ddc6cd">OSR Training Team</a></p> </div></div></div> </div> </div> </div><div class="field-item even"><div class="entity entity-paragraphs-item paragraphs-item-blockreferences"> <div class="content"> <div class="field field-name-field-pg-blockref-blockref field-type-blockreference field-label-hidden"><div class="field-items"><div class="field-item even"><div id="block-block-116" class="block block-block"> <div class="content"> <p><a class="btn--small btn--white--underline" href="https://ucsf.co1.qualtrics.com/jfe/form/SV_8HOu4QbWPyMy0zI" target="_blank">Provide Website Feedback</a></p> <p> </p> </div> </div></div></div></div> </div> </div> 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