Last updated on July 7, 2021

Faculty Training

Research Administration Training


Faculty Training

Human Subjects

All UCSF key personnel conducting human research must complete human subject's protection training through an online program called the Collaborative Institutional Training Initiative (CITI).  Review the FAQs about CITI Training for registration instructions and training details.  

CITI also offers training on Responsible Conduct of Research (RCR). 

UCSF's Committee on Human Research (CHR) offers training for human research proposal application and management. 

Animal Subjects

UCSF's Institutional Animal Care and Use Committee (IACUC) provides training in the care and use of animals for faculty and others involved in animal research. 

Conflict of Interest (COI)

UCSF researchers must comply with federal, state and University regulations and policies regarding financial conflicts of interest and are required to report their COI status via COI Smart (available via MyAccess).  See the COI Smart website for information on reporting procedures.

For access to COI Smart, please contact [email protected]


MyNCBI is a tool for faculty to save their citations (including journal articles, books, meetings, patents and presentations) in My Bibliography in order to maintain compliance with NIH Public Access Policy.  

View the webinar to learn more about how to update your citations in MyNCBI. 

You can download the presentation here.

For additional information on the NIH Public Access Policy, UCSF faculty and staff with a MyAccess login may watch the UCSF Library's July 2014 presentation.

Slides to this presentation may be downloaded here.


Research Administration Training

The Office of Sponsored Research (OSR) provides onboarding and ongoing training for Research Management Services and Government and Business Contracts staff. A limit number of spaces are availabe for Department Staff to audit the training courses.  See below for descriptions of the training courses and for registration links.


Introductory Webinars

Webinar #1: The OSR Oganization (.swf format) or (.mp4 format)

  • Who We Are - the OSR Organization
  • Groups that Support Extramural Funds
  • Role and Responsibilities of the RSC

Webinar #2: The Granting Process (.swf format) or (.mp4 format)

  • Grant Process Overview
  • Grant Process Roles and Responsiblities
  • Application Components


Budget Workbook Training (offered 1st Thursday of the month)

Please go here to register

  • General Introduction to Budgets
  • Create a budget using the RMS (Research Management Services) excel budget workbook template.


REMS Exception Training (offered on the Friday following the Budget Workbook Training

Please go here to register

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


 eProposal Training (Session I offered 2nd  Thursday of the month, Session II 3rd Thursday of the month)

Session I - Please go here to register

  • ­Overview of eProposal system
  • Complete an uploaded Sponsor Packet proposal
  • Complete a basic budget
  • Route for PI, Chair and AOR approvals
  • How to “Submit to Sponsor” in eProposal


Session II - Please go here to register

  • Complete a detailed budget
  • Complete a system to systems proposal
  • Submit to


CACTAS Training (Offered 4th Thursday of the month)

Please go here to register

  • Overview of CACTAS system
  • How to create a view
  • Complete a JIT CACTAS record (initiating COI review)
  • Complete a New Award CACTAS record
  • Overview of other Award activities in CACTAS
  • How to send emails


RA 101 (8 week course offered 3 times a year)

Please go here to register.

1. Introduction to Proposals and Building Budgets

  • How to review FOAs
  • Anatomy of a Budget – DC+IDC=TC
    • Direct Costs
    • Indirect Costs


 2. Types of NIH Budgets - Overview and Practicums

  • NIH Detailed Budget forms (PHS 398 vs. SF424 R&R)
  • Components of a Detailed Budget (exercise)
  • NIH Modular Budgets
  • NIH Multi-Project Budgets
  • NIH Training Budget 


3. Non-Profit Budgets Policies, Full Cost Recovery, Indirect Costs

  • Budget Justifications
  • Exercise: Review non-profit FOA
  • UC Policy on full cost recovery
  • Indirect Cost Rates & Base Codes


4. Compliance Policies

  • PI Status
  • Cost Sharing
  • Program Income
  • COI
  • Compliance - IRB and IACUC
  • REMS: Case-by-Case vs. Vital Interest
  • Post Submission Material (NIH)


 5. Partnership

  • Successful Partnerships
  • Core Competencies/Formula for Success
  • Understanding Our Primary Clients
  • Communicating for Success
  • Tips for First PI Meeting
  • Tools of the Trade


 6. Administrative Requirements 

  • Just-In-Time
  • Post-Submission Materials
  • Changes in Project and Budget
  • NIH standard terms of award
  • Prior approval requirements
  • Reporting, Closeout & Audit


 7. Award Acceptance Pt I 

  • Award Acceptance Overview
  • Review of Federal Notice of Award
  • Federal Patent Laws – Bayh-Dole
  • 8 University Principles
  • CACTAS Tools - Feed


 8. Award Acceptance Pt II 

  • RPAC Contract and Grant Manual
  • Common Terms in Research Agreements
  • Recognize Terms and Conditions Embedded in a FOA
  • Learn to use the FDP Website
  • Become Familiar with FDP Template
  • Multiple Campus Agreements


If you have questions please contact the OSR Training Specialists:  Joyce AbeCatherine Dunn and Kassie Obelleiro