Research Administrator Training

First Thursday of Each Month

1. Overview of Proposal Budget Preparation
2. Calculate indirect/F&A costs
3. Determine/Confirm Named and To Be Named (TBN) UCSF Personnel Salaries
4. Create a Proposal Budget Using the RMS/OSR Budget Template

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Required for all OSR staff

First Friday of Each Month 

Required for all new OSR employees to learn about the exception progress and obtain REMS access

1. Overview of University Policy for Full Recovery of Indirect Costs
2. Requesting Exception to the University's Policy for Full Recovery
3. Preview of Research Enterprise System (REMS) - available for authorized users only

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Session 1: Second Thursday of Each Month

Required for all OSR Staff

1. ­Overview of eProposal system
2. Complete an uploaded Sponsor Packet proposal
3. Complete a basic budget
4. Route for PI, Chair and AOR approvals
5. How to “Submit to Sponsor” in eProposal

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Session 2: Third Thursday of Each Month

1. Complete a detailed budget
2. Complete a system to systems proposal
3. Submit to Grants.gov

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Required for all OSR staff

Fourth Thursday of Each Month

1. Overview of CACTAS system
2. How to create a view
3. Complete a JIT CACTAS record (initiating COI review)
4. Complete a New Award CACTAS record
5. Overview of other Award activities in CACTAS
6. How to send emails

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1. Be able to identify key elements in a funding opportunity announcement necessary to complete an application
2. Become familiar with the components of a proposal application
3. Know the federal cost principles
4. Know the anatomy of a budget, including what constitutes direct and indirect costs
5. Know how to calculate indirect/F&A costs with MTDC base
6. Become familiar with common Research Administration terms and acronyms (including subcontract)

1. Understand allowability of costs, including what is covered by F&A
2. Know how to determine the correct NIH Budget type for a project
3. Know how to prepare a Modular Budget
4. Understand how NIH ASSIST compiles a Composite Budget for NIH Multi-Component Applications
5. Become familiar with budgeting consideration for multi-component projects and projects with subcontracts
6. Know how to prepare a NIH Training Grant Budget

1. Understand the critical relationship between the scope of work, budget and budget justification
2. Be able to identify the necessary resources to prepare a budget for an application to non-Profit sponsors
3. Know the nuance of calculating indirect costs for applications to non-Profit sponsors
4. Know how the F&A rate agreement serves in the determination for full recovery
5. Be able to identify and apply the correct indirect cost rate and base.

1. Understand the order of precedence
2. Be able to determine PI status
3. Understand what constitutes as cost sharing and program income
4. Know the COI requirements
5. Know regulatory requirements, such as IRB, IACUC, foreign influence, special funding considerations and data sharing)
6. Have a basic understanding of the subcontract process
7. Be able to appropriately distinguish (or know when to escalate to distinguish) between subcontracts and vendor contracts

1. Know who are our clients and partners
2. Understand the goals of our primary clients
3. Know OSR’s top 5 core competencies to meet our performance and service goals
4. Be able to apply OSR’s top 5 core competencies to seek resolution
5. Learn tips for effective and clear communication and how to prepare for your first meetings (with PIs and departments)

1. Understand the requirements to complete the NIH application process in Other Support requirements 
2. Know your role in the Award Acceptance process
3. Using the NIH Notice of Award (NoA), learn to read a federal award
4. Learn how the NIH Grant number can assist in identifying the purpose of the award.
5. Understand our responsibilities under the terms and conditions of a federal award
6. Review examples of Non-NIH NOAs

1. Become familiar with the 8 University Principles and why they were developed
2. Be familiar with the RPAC Contract and Grant Manual
3. Know common terms in research agreements 
4. Be able to recognize terms and conditions embedded in a funding announcement
5. Learn to use the FDP website
6. Become familiar with the FDP Amendment Template
7. Become familiar with Multiple Campus Awards (MCAs)

1. Know what transactions require Prior Approval from the sponsor
2. Know award reporting requirements
3. Understand OSR's responsibility to complete the award closeout process
4. Be aware that UCSF is subject to Federal single audit