trainra.ucsd.edu

Staff

Academic

Fringe Benefits

Vacation Accrual (vac lac)

Key Personnel

Severance

General Campus Compensation Program (GCCP)

Faculty Salary Compensation Program (FSCP)

Layoffs

Union Guidelines

Leave

Visas

Contracts

Academic Compensation

Effort Tracking & Reporting

Project Appointments

Summer vs. Academic vs. Calendar Months

VA 8s

Tuition Remission

Funding Changes

Salaries

Increases in Salary

Contracts

FMLA

Maternity

Types of Visas (H1, J1, etc.)

What can be applied to Federal Grants, et al.

Human Resources

General Knowledge,Skills & Abilities

Stress ManagementCan Meet Deadlines

InitiativeOrganization

PlanningMulti-Tasking

ConsistencyProblem Solving

MathGeneral Computer/Software Skills

Reading & ComprehensionWriting

Critical ThinkingAnalytical Ability

NegotiationCreativity

MindfulnessCan See the Gray

University of California

Vice Chancellor Areas (VCs)

UC San DiegoInstitution vs. Institute

Rankings & Statistics

Department/Division/ORU

Process &Players

Sponsored ProjectsLife Cycle

DisbursementsTravel HSSPPOOCGAPCTA

SIOOGS

AMAS

OrganizationalStructure

Compliance

How it relates to daily tasks/transactions

Uniform Guidance

Financial

Risk

Other

RCP - Research Compliance Program (Med Center)EH&S

IRBIACUC

OICExport Control

ShipsDrivingEscrow

OCAAIRS

Conflict of Interest (COI)

PHS (FCOI)700-U

9510Addendum

Subject MatterExpertise

AnticipatedOpportunitiesTypes

Acronyms

Common Termsand Definitions

Funded

Unfunded

Self-Supporting Activities/Recharge

Award vs. Funding vs. Other Agreements

Material Transfer Agreement (MTA)

Confidential Disclosure Agreement (CDA)

Non-Disclosure Agreement (NDA)

Memorandums of Understanding (MOU)

Data Use Agreements (DUA)

PI InitiatedIndustry Initiated

Lab Service Agreements (LSA)

Subaward ContractSubaward GrantIncomingOutgoingAmount of IDC

EquipmentGoods or Services

Contract

Grant

Cooperative Agreement

Clinical Trial

Service Agreement

Subawards

Fellowships

Gifts

VA - Interpersonnel Agreements (IPA)

VMRF - (Personnel Agreements) PAs

Sponsors &Agencies

Sponsored Projects Life Cycle

Types ofResearch

Pre-Award

Accept Award

Post-Award

Closeout

Research Ethics & Compliance

Identify Opportunity

Systems/Mechanisms

Develop & Submit Proposal

Just in Time and Advance Spending RequestNegotiate Award and AgreementMeet with PI, Budget PlanningForms/Packages

Award Set-UpManage Award/AgreementInvoiceReport to Agency

FOA/RFP/RFASolicitation Call

Budget-Proposed

Read and Understanda Solicitation

Where/How to find them

Build a budget according to rules &PI Project specificationsFixed Costs vs. Cost ReimbursementsIdentify Cost Share

How to read them

Federal

State

Local Government

Federal Demonstration Partnership

Non-Profit

Foundations

For-Profit/Industry

Institutions of Higher Education

Foreign (Universities, Governments, For-Profit, Non-Profit)

UC Programs

Unique Rules & Restrictions

Reporting Requirements

NIHNASANSFAMRMCDHC

BasicApplied ResearchDevelopmentalClinicalOther

Instruction/TrainingPublic ServiceEquipmentMarine Facilities (SIO)

AROONRUSDAEPA

Identify allowableexpenses/limits/deadlines/start and due dates

Accounting & FinancialManagement

Debits/Credits

Post-Award Budget - ActualManage theAward/Agreement

On Campus

Off Campus

Waived

What they are and how to identify and apply them

Can I charge that to the grant?

Equipment

Postdocs

Personnel

Monthly/Annual/On Demand

Financial Summary Reports (FSR)

Agency Reports

PI Reports

Central Office

Conflict of Interest Changes

Transactions

Monitoring Subawards

Allowable/ Allocable/ ReasonableRecharges

JournalsExpress Cards

Write JustificationsCost TransfersePET

eNPETSeparation of

DutiesHow to avoid/

minimize them

TechnicalFinancial

EquipmentIntellectual Property

Closeout ReportsProgress Reports

SpaceCost Sharing

Indirect Cost Rates (IDCs)

Cost Sharing

What kind of cost components can I put in the budget (also relates to compliance and pre/post-award)

How much will it cost “me”?

Budget Modifications

Reporting

Cost Accounting

InternalSeparation of Duties

Express Card vs. Marketplace

UC San Diego

Sponsor

Identify high and low risks

Determine impact of the identified risk

Category of risk

Time frames/implications of risk

Chart of AccountsAccounts/Commodity CodesIndex NumbersFund Ranges/Program/SOFIPOsInvoices

Transaction Sampling

Risks

External

Justifications

Auditing

Policies, Procedures &Regulations

Uniform Guidance

University of California

UC San Diego

Sponsor

Record Retention

UC San Diego

Sponsor

Department/Division/ORU

Systems & Tools

Departmental SecurityAdministrator (DSA)

Systems

Forms

Approval levels/hierarchies

Buy, approve, amounts

No removals & reconciles

Separation of duties

WordExcel

OutlookGmail

Eudora

General Software & ToolsAdobe PDFs

Faxing

Microsoft Suite

Email Fastlane

ASSIST

Grants.gov

Proposal Central

eRA Commons

External

Internal

Electronic

Paper

COI Forms (see COI)

PI Exception

PI Assurance

RES

Subrecipient Commitment Form

MCA Multi Campus Modification Forms

Manual Recharge Form - Inter/Intra Recharge Forms

Inter Location Transfer of Funds Form

Gift Processing Form

SF424

PHS

Transmittal Form Invoice (subrecipient)

eCERTCost Share 2.0

CAMPSBlink

STaRTMarketplace

ePDPPS

FinancialLinkCoeus

eCOIeMTA

SPARCMDocusign

P-Tracker

iDocs (Award Lookup)AccessLink (ALTNG)

P-something VA 8sOnBase

SalesforceServiceNowSharepoint

Training & Development

PIsPI AssistantsOther RAsTeacher

CoachMentorHelper

How to read a financial report and answer why/ask the right questions

Communications

Political Acumen

Relationship Building

Maintain Confidentiality

Know what you don’t know

Ask the right questions

Know when to ask questions

Know who to ask

Maintain Professionalism

Diplomacy

Central Offices

Departments/Divisions/ORUs

PIs

Agencies

Other RAs

Inside the RESEARCH ADMINISTRATOR MIND