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Research Administration Training Program

Supporting the training, education, and development of UC San Diego Research Administrators (RAs).

Welcome to Research Administration Training. We help you acquire the skills and knowledge necessary for your job success as well as provide research administration professional development opportunities to complement the training provided by your department. Offerings include knowledge and skills-based training for research administrators, fund managers, and others who support sponsored research and include onboarding for new hires, a multi-level professional development program, and targeted skills training on the tools and systems used.  We provide training through eCourses and virtual instructor-led sessions. 

RA Training & Professional Development

Level 0: Research Administration Orientation for New Hires

Registration:

Register for Level 0: Research Administration Orientation for New Hires (45 Minutes)

Offering Schedule: 

On Demand in UC Learning

Summary: 

In this online self paced new hire orientation, you will gain a basic understanding of the organizational structure of the UC system and UC San Diego, and what working within sponsored research at a large public university entails. You will identify how your role contributes to your team, department, division and the overall mission of UC San Diego. You will also define vernacular and identify tools unique to the UC San Diego Sponsored Projects Life Cycle.

Target Audience:

New RAs (either to the job or the university) who have been in research administration for less than one year.

Topics Include:

  • The UC System and Sponsored Research
  • Sponsored Project Lifecycle and Management
  • Systems, Tools, and Other Resources

Research Administration Bootcamp for New Hires

Registration:

Register for the Research Administration Bootcamp (Instructor-Led)

Summary:

This is a five (5) day instructor-led Course (Zoom) designed to be an onboarding for brand new fund managers. You will learn about various stages of the Sponsored Project lifecycle. Prerequisite: We highly recommend taking the Level 0: Research Administration Orientation for New Hires prior to attending Bootcamp. This self-paced training introduces you to the University of California System, UC San Diego, your role as a researcher within that landscape, and common vocabulary and tools you will encounter in the RA Training Bootcamp classes.

Training Schedule:

Name Start Date End date Register
Research Administration Bootcamp: April 2024 4/8/2024 9:00 AM PDT 4/12/2024 3:00 PM PDT Register
Research Administration Bootcamp: May 2024 5/13/2024 9:00 AM PDT 5/17/2024 3:00 PM PDT Register
Research Administration Bootcamp: June 2024 6/10/2024 9:00 AM PDT 6/14/2024 3:00 PM PDT Register

Level 1: Research Administration Basics Pre- and Post-Award

Registration:

Register for Level 1: Research Administration Basics Pre- and Post-Award (4 Hours)

Offering Schedule: 

On Demand in UC Learning

Summary: 

The RA Training Program Level 1: Basics is the first level in a series of online self paced courses, designed to provide you with both the theory and practical application of concepts you will deal with on a regular basis. It starts with the basic fundamentals and builds upon itself as we take a comprehensive look at research administration that will serve as the foundation for your expertise.

Target Audience:

Entry-level professional with 0-2 years of experience who may need further learning in using professional concepts to resolve problems of limited scope and complexity and developmental assignments that are initially routine in nature, requiring limited judgment and decision-making.

Topics Include:

  • Sponsorship and Agreements
  • Proposal Development
  • Post-Award Management

Level 2: Research Administration Intermediate Pre-Award

Registration:

Register for Level 2: Research Administration Intermediate Pre-Award (2 Hours)

Offering Schedule: 

On Demand in UC Learning

Summary: 

The RA Training Program Level 2: Intermediate Pre-Award Certificate Program is the second level in a series of self paced online courses designed to provide you with both the theory and practical application of concepts you will deal with on a regular basis. It starts with the basic fundamentals and builds upon itself as we take a comprehensive look at research administration that will serve as the foundation for your expertise.

Pre-requisite: Level 1: Research Administration Basics

Target Audience:

The course is designed for intermediate-level professionals with 2-4 years of experience and/or have completed Level 1. The individual is capable of making simple judgments for typical tasks, may need further learning with complex or unusual tasks, or may need improvements in speed and flexibility.

Topics Include:

  • Research Administration and Agreements
  • Clinical Trials and Research Protocols
  • Personnel and Research Support
  • Financial and Cost Considerations

Level 2: Research Administration Pre-Award Workshop

Registration:

Level 2: Research Administration Pre-Award Workshop

Summary:

Building upon the foundational knowledge gained in the Level 2: Research Administration Pre-Award online training, this advanced instructor-led session provides participants with a hands-on opportunity to apply their expertise in working with the Sponsored Projects Offices (SPO), distinguishing between research and service projects, navigating federal solicitations, proposal submission best practices, and crafting effective proposal budgets. The training will be conducted in an interactive workshop format, allowing participants to engage with instructors and fellow students. Real-world case studies, group discussions, and practical exercises will be integrated to reinforce learning and encourage active participation. This training is designed for individuals who have completed the Level 2: Research Administration Pre-Award online training and are seeking to enhance their practical skills in research administration.

Pre-requisite: Level 2: Research Administration Intermediate Pre-Award

Training Schedule:

Name Start Date Register
Level 2: Research Administration Pre-Award Workshop 3/26/2024 1:00 PM - 3:00 PM PDT Register
Level 2: Research Administration Pre-Award Workshop 4/3/2024 1:00 PM - 3:00 PM PDT Register
Level 2: Research Administration Pre-Award Workshop 4/23/2024 1:00 PM - 3:00 PM PDT Register
Level 2: Research Administration Pre-Award Workshop 5/8/2024 9:00 AM - 11:00 AM PDT Register
Level 2: Research Administration Pre-Award Workshop 5/22/2024 9:00 AM - 11:00 AM PDT Register

Level 2: Research Administration Intermediate Post-Award

Registration:

Register for Level 2: Research Administration Intermediate Post-Award (2 Hours)

Offering Schedule: 

On Demand in UC Learning

Summary:

The RA Training Program Level 2: Intermediate Post-Award Certificate Program is the second level in a series of self paced online courses designed to provide you with both the theory and practical application of concepts you will deal with on a regular basis. It starts with the basic fundamentals and builds upon itself as we take a comprehensive look at research administration that will serve as the foundation for your expertise.

Pre-requisite: Level 1: Research Administration Basics

Target Audience:

The course is designed for intermediate-level professionals with 2-4 years of experience and/or who have completed Level 1. The individual is capable of making simple judgments for typical tasks, may need further learning with complex or unusual tasks, or may need improvements in speed and flexibility.

Topics Include:

  • Framework of Financial Management
  • Post-Award Management
  • Reporting and Closeout

Level 2: Research Administration Post-Award Workshop

Registration:

Level 2: Research Administration Post-Award Workshop

Summary:

Building upon the foundational knowledge gained in the Level 2: Research Administration Intermediate Post-Award online training, this instructor-led session provides participants with the hands-on opportunity to apply their expertise in working with the Sponsored Projects Offices (SPO), best practices when reviewing Notice of Awards (NOAs), completing Financial Expense Reports (FERs), and effective communication and soft skills when working with PIs.

Our interactive workshop structure facilitates active participation, enabling attendees to interact with instructors and peers. Through the analysis of real-world case studies, participants will engage in group discussions and practical exercises, reinforcing learning and fostering dynamic involvement.

Pre-requisite: Level 2: Research Administration Intermediate Post-Award

Training Schedule:

Name Start Date Register
Level 2: Research Administration Post-Award Workshop 4/4/2024 1:00 PM - 3:15 PM PDT Register
Level 2: Research Administration Post-Award Workshop 4/22/2024 1:00 PM - 3:15 PM PDT Register
Level 2: Research Administration Post-Award Workshop 5/9/2024 1:00 PM - 3:15 PM PDT Register
Level 2: Research Administration Post-Award Workshop 5/20/2024 1:00 PM - 3:15 PM PDT Register

Level 3: Experienced - IN DEVELOPMENT

The RA Training Level 3: Experienced is in development. This course will be designed for experienced RAs and will include analysis of case studies involving policy and complex issues as well as data, reporting, and analytics.

Target audience: RAs with 4+ years of experience

Anticipated Expertise: Proficient - At the end of the training attendees will have their performance guided by deeper experience, be able to figure out the most critical aspects of a situation, see nuances missed by less experienced performers, and exhibit flexible performance.

Thank you for your patience as we redesign the delivery and implementation of this program. A notice will be sent out when training opportunities are added to the calendar. 

Level 4: Advanced - IN DEVELOPMENT

The RA Training Level 4: Advanced is in development. In this advanced-level course, RAs will cover various subjects and case studies on complex and nuanced topics.

Target audience: RAs with 5+ years of experience

Anticipated Expertise: Proficient - At the end of the training attendees will have their performance guided by deeper experience, be able to figure out the most critical aspects of a situation, see nuances missed by less experienced performers, and exhibit flexible performance.

Thank you for your patience as we redesign the delivery and implementation of this program. A notice will be sent out when training opportunities are added to the calendar. 

Kuali Research (KR) Systems Training

Kuali Research (KR) is the enterprise research agreement system with modules that include Proposal Development (PD), Institutional Proposal (IP), Award, and Outgoing Subaward.

Below are training opportunities and resources. To learn more about the system, visit UCSD Kuali Research.

KR Instructor Led Training Sessions

Register for an instructor led class (on Zoom) to learn more about Kuali Research and how to create and submit various funded/unfunded proposals and subawards.

Kuali Research: Introduction to Proposal Development

Join our instructor-led introduction course to explore the fundamentals of Kuali Research. Familiarize yourself with the platform's system functionalities and follow the step-by-step process of creating and submitting proposals. Visit our class schedule to register for this informative session today.

Date  Time Register
Tuesday, April 9th 11:00 AM - 12:00 AM Register
Tuesday, May 14th 11:00 AM - 12:00 AM Register
Tuesday, June 11th 11:00 AM - 12:00 AM Register

Kuali Research: System-to-System Proposal Development & Detailed Budget

Join our instructor-led training session to explore System-to-System (S2S) and Detailed Budget functionality of Kuali Research to facilitate submission of federal proposals created in proposal development directly to the Grants.gov on-line systems. Visit our class schedule to register for this informative session today.

Date  Time Register
Wednesday, April 17th 1:00 PM - 2:30 PM Register
Tuesday, May 21th 1:00 PM - 2:30 PM Register
Tuesday, June 18th 1:00 PM - 2:30 PM Register

 

Kuali Research: Subaward and Multi-Campus Agreement (MCA)

Join our instructor-led training session to explore the Kuali Research Subaward Module. Discover how to create, edit, and manage subawards efficiently, including adding financial modifications, processing invoices, and closing subawards. Visit our class schedule below to register for this informative session today.
Date  Time Register
Tuesday, April 9th 9:45 AM - 11:00 PM Register
Tuesday, May 14th 9:45 AM - 11:00 PM Register
Tuesday, June 11th 9:45 AM - 11:00 PM Register

Kuali Research: Unfunded Agreement

Join our instructor-led training session to learn the step-by-step process of creating and submitting unfunded agreements in Kuali Research. Covering confidentiality agreements, data use agreements, memoranda of understanding, and unfunded collaboration agreements to name a few. This informative session will equip you with the necessary skills to navigate these processes efficiently. Visit our class schedule below to register for this informative session today.

Date  Time Register
TBA TBA TBA

Kuali Research: Material Transfer Agreement (MTA)

Join our instructor-led training session to learn the step-by-step process of creating and submitting a Material Transfer Agreement (MTA) in Kuali Research. We'll cover all fields and requirements necessary to facilitate the transfer of tangible research materials, both inbound and outbound from UC San Diego. Visit our class schedule below to register for this informative session today.

Date Time Register
TBA TBA TBA

KR Interactive On-Demand eCourses

E-Courses
eCourse Description Start
Introduction to Kuali Research Proposal Development In this interactive and on-demand training session, you'll learn how to create a basic proposal (non System-to-System) within the Kuali Research platform. We'll guide you through the process with easy-to-follow steps, allowing you to construct your proposal in our sandbox environment, mirroring what you would do in the real proposal development process. Start
How to Create an Outgoing Subaward or Multi-Campus Agreement in Kuali Research In this training, you will be introduced to the Kuali Research Subaward Module. You will learn how to Create a Subaward/Multi-Campus Agreement (MCA), Edit a Subaward or MCA, Add a Modification, Process an Invoice, and Close a Subaward or MCA. Start

KR Step-by-Step Training Guides

For more information or questions email researchadmin@ucsd.edu.