Training & Development Resources for Research Administrators

Research, Innovation & Impact (RII) offers an extensive program of workshops designed to help research administrators and business offices successfully work with faculty researchers to navigate the full research cycle, from finding and securing funding, negotiating contracts, and managing the award, to ensuring compliance with relevant laws and policies.

If you are interesting in having one of these workshops presented for your department or college, please contact the Research Training & Education Team at Research-Training@email.arizona.edu. We can also deliver specialized training by request.

Browse the trainings we offer below or view a schedule of upcoming workshops. Please register for workshops in advance by clicking the title or through EDGE Learning.

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Upcoming Development Opportunities!
Monthly Research Administration (RA) Forum
Compliance News
Online Learning

Sponsored Projects Services Training & Development

Sponsored Projects Services, a unit of RII, facilitates a monthly Research Administration (RA) Forum which hosts speakers on pertinent topics, provides training and development opportunities to campus, and communicates opportunities and upcoming changes to processes, policies, and systems.

SPS also moderates the RAMTalk listserv, which notifies subscribers of training, events including the monthly RA forum, funding announcements, policies, procedures and other research related communications.

To subscribe, go to https://list.arizona.edu/sympa/subscribe/ramtalk, enter your UArizona email address, and click submit. You can also Subscribe, Unsubscribe, and manage your Subscriber Options by going to https://list.arizona.edu/sympa/info/ramtalk, logging in, and selecting the appropriate option from the left hand navigation panel. 

Upcoming Development Opportunities!

NCURA Conference Opportunity!

Logo for NCURA 2022 Region 6 and 7 Regional Meeting in Tucson Arizona

NCURA Regions VI and VII are joining forces to present the 2022 Regions VI and VII 'Reconnect and Rejuvenate' Regional Meeting in Tucson, Arizona at the JW Marriott Starr Pass from October 30-November 2, 2022, presenting a unique opportunity for professional development and growth in our own backyard!

Registration is now available!

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This meeting will be the first in-person regional meeting in 3 years – don’t miss reconnecting with your colleagues! With the meeting taking place during Halloween and Day of the Dead, you can expect fun themes and activities (for both kids and adults!) throughout the conference.

New Virtual Day: Even if you can’t join us in Tucson, you can still be part of the learning experience. Tuesday, November 1, we will be offering a Virtual Day. Join us for 5 hybrid sessions and your Region’s business meeting. Included in the registration fee is a recording of the NIH and NSF update sessions which will be held October 31, 2022.

Workshops Available: (Sunday, October 30)

  • New Leaders: Bridging the Beginning
  • Managing a Research Portfolio: A Department Perspective
  • Pre-Award Basics
  • Post-Award Basics
Shana's Note: Memberships to NCURA are at the individual level. There is no such thing as an "institutional" membership. 

*FREE* NCURA Live Webinar Opportunity!

Roles and Responsibilities: How to Assess and Create ClaritySeptember 28, 2022 from 2:00pm to 3:30pm EDT (11:00am to 12:30pm MST).

Overview: 

We each have a role within our institution that includes various responsibilities, and we each have an understanding of that role and those responsibilities.  But what if others with whom we work and interact have a conflicting understanding of our role and responsibilities?  What if they expect more from us than we believe we are responsible for?  Or, perhaps worse, what if they don’t acknowledge the responsibilities we believe we must fulfill!  What if something goes wrong on a project – who is responsible?  The PI, the institution, the administrator?  Most of us find ourselves at some point in our careers trying to figure out just what our roles and responsibilities are, or perhaps trying to help a someone else, such as a PI, understand theirs.

In this webinar we will look at roles and responsibilities in research administration through the lens of 3 institutions.  We will examine the difference between responsibility, authority and accountability as impacted by institutional policies and procedures and sponsor terms and conditions.  We will also use case studies to identify how gaps in roles and responsibilities can create challenges for an institution, and we will discuss ways to mitigate identified gaps.

Pre-requisites: Experience in departmental and/or central research administration

Upon Completion of the webinar, participants will be able to:

  1. Identify gaps in institutional roles and responsibilities
  2. Describe how to determine what authorities may be delegated
  3. Identify who is responsible for a particular task or activity
  4. Describe the difference between responsibility, authority and accountability

Speakers: 

Urmila Bajaj
Director of Post Award
University of Virginia

Stephanie Gray
Assistant Vice President
University of Florida

David Mayo
Senior Director for Research Administration
California Institute of Technology

Participants receive 1.5 hours of continuing education credits

Note from Shana: This counts as 1.5 contact hours for RACC CRA/CPRA/CFRA recertification requirements! 


SPS has registered for this opportunity. Campus can take advantage of this by requesting an additional *FREE* login by registering here: https://onlinelearning.ncura.edu/p/220921rolesxl

*FREE* NCURA Live Webinar Opportunity!

Financial Reporting at the Departmental Level and Strategies for Successful Collaboration with the Central OfficeOctober 27, 2022 from 2:00pm to 3:30pm EDT (11:00am to 12:30pm MST).

Overview: 

Central offices take responsibility for submitting official institutional Financial Reports to sponsors; however, ensuring the data is accurate requires a partnership with the PI and their Departmental Research Administrator/s. There could be pending transactions, commitments, adjustments that the department has submitted but that have not cleared the financial system. There could be pending requests for budget changes or extensions. Departmental Research Administrators often have information that the central office is not privy to, so communication before and during the Financial Report preparation is essential. In this Webinar, we will discuss best communication practices between central and departmental offices related to financial management and reporting.

Pre-requisites: Experience in departmental and/or central research administration

Participants will:

  1. Identify areas of risk in Financial Reporting
  2. Learn best practices for ensuring an efficient process and data integrity in Financial Reports
  3. Share tips for effective cross-departmental communication and collaboration

Speakers: 

Jennifer J. Cory
Director of Strategy and Operations, Center for Definitive and Curative Medicine, Department of Pediatrics
Stanford University

Dorothy J. Johnson
Interim Associate Director, Research Financial Services and Managing Officer
University of Wisconsin-Madison

Rady M. Rogers
Associate Director, Research Administration and Finance
Harvard University

Participants receive 1.5 hours of continuing education credits

Note from Shana: This counts as 1.5 contact hours for RACC CRA/CPRA/CFRA recertification requirements! 


COM Phoenix has registered for this opportunity. Campus can take advantage of this by requesting an additional *FREE* login by registering here: https://onlinelearning.ncura.edu/p/221027XLfinrep

Research Administration (RA) Forum

The objective of this forum is to bring campus and central research administrators together to create a community of peers that will meet, collaborate, and share best practices to support our faculty and the UA research enterprise. The forums often include speakers on relevant topics and primer training sessions for new research administrators. RA Forums are generally held the morning of the second Wednesday of the month.

You may register for forums by clicking on the individual deep-links, below. You will be automatically registered for that session and should receive a confirmation email/calendar invite from EDGE Learning within 24 hours. If you wish to receive a calendar reminder prior to the event, please open your calendar invite after accepting and change the Reminder from 'None' to your custom selection. If you do not receive your confirmation email/calendar invite, please contact shana@arizona.edu for assistance. 

Shared Resources of the UA Research Administration Forum are available with your NetID login using Box. To upload resources, send email to UA_Rese.iwxa7uwftvi4idao@u.box.com with the file to be uploaded attached.

DATE DESCRIPTION SLIDES VIDEO LINK
September 14, 2022 eDisclosure from the Faculty Perspective; Heads Up on Upcoming Changes (NSF and NIH); HSI Question Update; Upcoming Opportunities September 2022 Slides *Coming Soon!*
August 10, 2022 CANCELLED N/A N/A
July 13, 2022 Liability Insurance Requirements for Independent Contractors; Discussion of Changing Current & Pending Support Needs; Available RA Resources;  UAR Updates; Upcoming Opportunities July 2022 Slides *Coming Soon!*
June 8, 2022 CANCELLED N/A N/A
May 11, 2022

Expenditure Hot Topics (allowable and unallowable costs, approving expenditure requests, cost transfers; recap of January 2022 NSF site visit; recap of April 2022 updated business purpose guide memo; year-end tips); UAR Update Discussion 

May 2022 Slides

May 2022 Video
April 13, 2022

NIH Requirement for Certified e-Signature on Other Support Forms, Limited Submissions Overview, Award Account Setup Turnaround Times and Tracking Tools, UAR Update Discussion and Search Functionality

NOTE: You may see a yellow bar at the top of the April 2022 Slides .pdf that says "Multimedia and 3D content has been disabled. Enable this feature if you trust this document. If you wish to view the video of the Search Records functionality on slide 71, you will need to select "Trust this document" from the Options drop-down. 

April 2022 Slides April 2022 Video
March 9, 2022 HSI/Minority Student Project Information Question, UAR Updates and General Tips for Proposal Routing, Discussion of UAccess Research System Update, Upcoming Development Opportunities March 2022 Slides  March 2022 Video
February 9, 2022 NIH RPPR Internal Submission Process Update, Discussion of UAR System Update, SRA LevelUP Update, Announcements February 2022 Slides February 2022 Video
January 12, 2022 Reminder of Timelines for UAR Update, Demo/Discussion of UAccess Research Changeover Routing and Approval Tool, Reminder of Training Resources and Opportunities January 2022 Slides Corrupted recording file. Video not available.    
DATE DESCRIPTION SLIDES VIDEO LINK
December 8, 2021

Guidance for Proposals due over Winter Closure (and immediately after!), Proposal Routing Timelines for UAR Update, Demonstration of Proposal Tool for UAR Cut-over, Training Resources and Opportunities for UAR Update

December 2021 Slides

December 2021 Video
November 10, 2021 CANCELLED N/A N/A
October 13, 2021 UAccess Research Update/Introduction - Overview of new features, look and feel, walkthrough of how to create and navigate a proposal development document, Q&A; SRA LevelUP Update, *FREE* NCURA Webinar 10/25, *FREE* NIH Virtual Seminar 11/1-11/4 October 2021 Slides October 2021 Video
September 8, 2021 Tracking Funding Status, Managing Project Changes and Preparing Prior Approvals; Effort Reporting Overview, Resources, and Routing Tips; UAccess Research Update/Introduction; SRA LevelUP Update; *FREE* Conferences, Seminars and Webinars (NSF, NIH, Animal Welfare) September 2021 Slides September 2021 Video                                            
August 11, 2021 Biosketch and Other Support Document Requirements and Improper Influence; Subaward Payment Request Processing Requirements; SRA LevelUP Update; UAccess Research Update; Future Forum Dates August 2021 Slides August 2021 Video
July 14, 2021 Managing Fixed Price Projects; SRA LevelUP Update July 2021 Slides *Coming Soon!*
June 9, 2021 Sponsored Projects award/account setup and tracking process, notifications and timelines, partnership to speed up setup June 2021 Slides June 2021 Video
May 12, 2021 FSO/SPCS Discuss Operational Advances; SRA LevelUP Update May 2021 Slides *Coming Soon!*
April 14, 2021 How to Present Budgets in Proposals and Award Negotiations with For-profit Sponsors

April 2021 Slides

*Coming Soon!*
March 10, 2021 CANCELLED N/A N/A
February 24, 2021 Conflict of Interest at time of proposal, Subaward process and revised forms, zoom meeting best practices February 2021 Slides *Coming Soon!*
January 20, 2021 Associate Deans for Research Update, Principal Investigator Eligibility, Overdue Progress Reports, F&A Waivers, FDP Highlights, Sam.gov January 2021 Slides *Coming Soon!*
  • December 16, 2020 - SPCS Techniques for an Efficient Proposal Routing Process
  • October 21, 2020 - Contracting, SBIR/STTRs & COIs, Insider’s Guide to ORCID and SciENcv
  • May 27, 2020 - Managing furlough plan effort on sponsored awards, Telework and Research Administrator Best Practices
  • February 19, 2020 - Managing Property Purchased on Sponsored Awards, NIH RPPR Discussion and Tools
  • January 15, 2020 - Export Control for Research Administrators
  • December 18, 2019 - UAccess Research and UAccess Financials Tips and Tricks
  • November 20, 2019 - NIH Primer, NSF Postdoc Survey, NIH Updates from November NIH Regional Conference, Postaward Expenditures Workshop
  • October 23, 2019 - Open Researcher and Contributor (ORCID) and Science Experts Network Curriculum Vitae (SciENcv), Federal Demonstration Partnership (FDP), One year review of RA forum and survey for future.

  • September 18, 2019 - Research Gateway changes, General proposal checklist subgroup, NSF proposal checklist subgroup, NSF PAPPG, Stipends vs Payroll compliance, Federal purchases >10k, Proposal best practices discussion
  • August 21, 2019 - Federal Sponsors, Disclosure of Faculty Interests/Effort, & Foreign Influence, F&A Negotiation Status, Analytics Award Setup Status Report, Project FOCUS
  • July 16, 2019 - SPCS Contracting Process (Non-UAHS contracting)
  • May 22, 2019 - Supplemental Compensation on Grants. F&A rate agreements, F&A waivers, and F&A distributions.
  • April 17, 2019 - Hot topics in proposal budgeting and postaward expenditures. 
  • March 20, 2019 - Main Forum: NIH RPPR overview and dashboard tool, Grant Transfers, Q&A. Post Session: Intro to a sponsored projects and SPCS department overview
  • February 20, 2019 - Pre-session: Subawarding Intro and Basics. Main Forum: Research Data Services Overview. Subaward administration by departments discussion. Collaborative Q&A.
  • January 9, 2019 - Pre-session: Effort Reporting Intro and Basics. Main Forum: Effort Reporting by departments discussion. Collaborative Q&A.
  • December 5, 2018 - Pre-session: Cost Share Intro and Basics. Main Forum: Cost Sharing by departments discussion. Collaborative Q&A.
  • November 7, 2018 - NSF Sexual Harrassment policy discussion and review results from October forum and agree on logistics going forward. Collaborative Q&A.
  • October 9, 2018 - Inaugural Meeting. Group exercises to develop content ideas for future forums. Collaborative Q&A

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Compliance News

Recap of 2017 University of Arizona National Science Foundation Audit 

Online Learning

UA has a license for the CITI Program course Essentials of Research Administration Training

  • Enroll through EDGE Learning (Course ID: CITI-189968) to ensure your participation is recorded.
  • Then, log in to CITI with your UArizona NetID and password, select "View Courses" for University of Arizona, then scroll to the bottom of the next page and select "Add a course." Enroll in and complete the Essentials of Research Administration Course.

The United States Chief Financial Officers (CFO) Council offers free Grants Training 101 modules designed to provide Federal officials a basic knowledge training on grants and cooperative agreements. The training is not designed to provide detailed administrative, accounting and audit requirements that are specific to programs based on their statutory provisions, agency regulations and guidance. Thus, this training should be supplemented by materials that are specific to agency guidance and requirements.

  • Module 1 - Laws, Regulations and Guidance:
  • Module 2 - Financial Assistance Mechanisms
  • Module 3 - Uniform Guidance Administrative Requirements
  • Module 4 - Cost Principles
  • Module 5 - Risk Management and Single Audit

National Science Foundation Virtual Grants Conference Sessions

National Institutes of Health Virtual Seminar Sessions

National Institutes of Health Resources:

National Council of Research Administrators (NCURA) Resources

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University of Arizona online workshops

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Instructor-Led Workshops & Training

Following workshops are available to the campus community. 

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Research Development

Please visit Research Development Services

 

Research Administration

Workshops

Please contact sponsor@email.arizona.edu for personalized training for your unit. SPCS also delivers training in the monthly Research Administration Forum.

 

Research Compliance & Ethics

Training & Workshops

Online Resources

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