Research & Sponsored Programs Training
As federal regulations, rules, and norms change and shift, it is important for faculty, staff and students to keep well informed about federal guidelines around research and sponsored projects administration. The topics mentioned below will assist you with learning best practices for pre-award and post-award administration, research compliance and research development. Please send any questions to orsptraining@umb.edu. We are here to help!
Pivot
Finding Funding with Pivot
UMass Boston uses Pivot to connect to a wide range of funding opportunities. Pivot provides a searchable database of funding opportunities from diverse sources including federal agencies, governments, private foundations, corporations, professional societies, and research institutions.
First Time Users - Register with Pivot
Resources:
See Finding Funding with Pivot (PDF) for information on how to register with Pivot and make full use of this powerful tool.
Watch Basic Searching for Funding Opportunities (YouTube Video)
CITI Training
Required Training Courses Accessible through CITI
UMass Boston CITI SSO (Log In Here)
UMass Boston utilizes Collaborative Institutional Training Initiative (CITI) courses for required trainings.
How to Login and Use CITI:
- Use the UMass Boston CITI Single Sign-On (SSO) link above. Enter your campus-wide UMass Boston email and password.
- First Time Users - Setting up your account
- Your CITI profile must have your UMass Boston email as your primary email address. This allows your CITI trainings taken through UMass Boston to display in Kuali.
- See, CITI UMB Account Setup Instructions for more details on accessing your UMB CITI account for the first time.
- Under My Courses, select View Courses for University of Massachusetts Boston
- Scroll down to Learner Tools for University of Massachusetts Boston to add courses
- Select your required courses by completing the questions listed
Affiliating CITI Trainings Taken Through Other Institutions:
- Log into your CITI account using the SSO instructions above
- Click the Add Institutional Affiliation link below the Welcome message
- Search for your previous institution and add your completed courses
Resources:
See CITI Training Guide for more details on logging in, selecting courses, and affiliating CITI training taken from other institutions to your UMass Boston CITI account.
Kuali Training
Kuali is UMass Boston's Electronic Research Administration (eRA) System
Kuali Training dates and materials can be found on the Kuali page.
SUMMIT for Sponsored Programs
Award Expenditure Reporting – Training and Resources
UMass uses the SUMMIT reporting tool to deliver PeopleSoft data quickly and easily. The Sponsored Activity section within the FDM: Department Management Dashboard is an
important resource for managing your sponsored projects. The document linked here in this section details how to use the SUMMIT Reporting tool to effectively manage your sponsored funding - SUMMIT for Sponsored Programs
SUMMIT for Sponsored Projects Training Sessions
SUMMIT is UMass Boston's fiscal reporting tool and is essential for effectively managing your sponsored projects. Sign up for a 1-hour session using the links below:
Effort Reporting
Certifying Effort for Sponsored Projects – Training and Resources
The UMass System uses ECC (Employee Compensation Compliance) to provide after the fact verification that employee compensation charged to sponsored projects is applied as expected and represents a reasonable approximation of effort committed to those projects. See Effort Reporting (this should link to the Effort Reporting page under the Compliance section) for more information about regulatory oversight and compliance regarding compensation for personal services charged to sponsored projects.
Certifier Training and Resources:
Effort Coordinator (EC) Training and Resources are available upon request - ECC@umb.edu
Required Trainings
Conflict of Interest
UMass Boston uses the CITI Program Conflict of Interest (COI) Basic course to satisfy training requirements associated with the U.S. Public Health Service (PHS) regulations on financial conflicts of interest. This course is required for key personnel who receive funding from a PHS agency, including the National Institutes of Health (NIH).
All personnel on externally funded research must complete this training every 4 years or upon significant financial change.
See Conflict of Interest under Research Integrity & Compliance for more information.
Complete the Conflict of Interest Module on CITI.
Responsible Conduct of Research
The National Institutes of Health (NIH), National Science Foundation (NSF), and U.S. Department of Agriculture (USDA) require certain categories of researchers to receive Responsible Conduct of Research (RCR) training. UMass Boston uses the CITI Program RCR course to meet these training requirements.
Faculty, graduate students, postdocs, and undergraduate students on NSF, NIH, or USDA projects are required to complete this training every 4 years or per sponsor requirements.
See Responsible & Ethical Conduct of Research under Research Integrity & Compliance.
Complete the RCR Module on CITI.
Human Subjects Protection (IRB)
All personnel conducting human subjects research must complete this training prior to IRB protocol approval. Personnel must complete a refresher every 3 years.
See Institutional Review Board (IRB) under Research Integrity & Compliance.
Complete the Human Subjects Training Module (Biomedical or Social Behavioral) on CITI.
Animal Research (IACUC)
All personnel involved in animal care and use must complete this training prior to protocol approval. Personnel must also complete a refresher every 3 years.
See Animal Care & Use under Research Integrity & Compliance.
Complete the Animal Care Training Modules: Working with the IACUC, Responsible Conduct of Research and a species-specific module on CITI.
Data Security & Controlled Unclassified Information (CUI)
Key Personnel with CUI, DOJ, DOD, or DOE-sponsored projects must complete this training every 2 years or upon project change.
See Research Safety & Security under Research Integrity & Compliance for more information.
Complete the Information Privacy Security (IPS) Module on CITI.
Research Security
All Key Personnel on Federally funded projects must complete this training every 2 years or upon project change.
See Research Safety & Security under Research Integrity & Compliance for more information.
Complete the Research Security Training Module on CITI.
Export Control
Log into CITI and take the Export Control course. This course provides an introduction to export compliance and explains the roles and responsibilities of key individuals and departments within organizations that must follow export compliance regulations.
Key personnel with CUI, DOJ, DOD, or DOE-sponsored projects must complete this training every 2 years or upon project change.
See Export Control under Research Safety & Security for more information.
Complete the Modules: Export Control & Undue Foreign Influence on CITI.
Biosafety
Faculty, staff, and students are required to successfully complete varied safety related training. The Biosafety and Blood Borne Pathogen (BBP) training must be completed once with an annual refresher. Training is offered both online and in-classroom.
Contact Environmental Health & SafetyResearch Administration/Research Integrity Networks
National Council of University Research Administrators (NCURA)
NCURAs mission: To advance the profession of research administration through education and professional development programs, the sharing of knowledge and experiences, and the fostering a diverse, collegial and respected global community.
Quick Learning – Browse NCURA’s YouTube Tuesday channel for a wide variety of topics
Visit NCURASociety of Research Administrators International (SRAI)
SRA International's mission: To develop, define and promote international best practices in research management, administration, knowledge transfer and growth of the research enterprise.
Visit SRAIPublic Responsibility in Medicine and Research (PRIM&R)
PRIM&R's mission: To advance the highest ethical standards in the conduct of biomedical, behavioral, and social science research. Accomplished through education, membership services, professional certification, public policy initiatives and community building.
Visit PRIM&RGRANT Forum
Grant Research Administrator’s Network Team (GRANT)
Established to support research administrators at UMass Boston, the Grant Research Administrators’ Network Team (GRANT) Forum is meant to provide a forum for communication on all areas of research administration activities, provide continuing education opportunities and time for department administrators to interact with each other and leaders in central administration.
Previous Forum Materials
2024 GRANT Forum Presentations
October 2024
GRANT Forum October 23, 2024 for Agenda Topics Below
- Kick-off and Research Updates: Vice Provost for Research Bala Sundaram
- Investigator Eligibility
- Indirect Cost Rate Agreement
- Effort Reporting
- Research Security
- Award Setup Update
April 2024
GRANT Forum April 17 2024 for Agenda Topics Below
- Subrecipient Monitoring
February 2024
GRANT Forum February 21 2024 for Agenda Topics Below
- Sponsored Expenditure Guidance
- Cost Transfer Policy & Procedures
- Annual Disclosures
- Effort Certification
- NSF Research Security Modules Release
- NSF RCR
2023 GRANT Forum Presentations
December 2023
GRANT Forum December 20, 2023 Presentation for Agenda Topics Below
- Effort Certification Period Closed
- Kuali PD Questionnaire - Updates
- New Forms Check-in
November 2023
GRANT Forum November 15, 2023 Presentation for Agenda Topics Below
- Effort Reporting
- Kuali PD Questionnaire
- Forms
- Hands on Demo in Kuali PD
September 2023
GRANT Forum September 20, 2023 Presentation for Agenda Topics Below
- Effort Reporting
- UMB.edu Impact on Research
- Kuali Update
- Sponsored Student Payments
August 2023
GRANT Forum August 16 2023 Presentation for Agenda Topics Below
- ORSP FY24 Budget Workbook
- ORSP FY23 External Funding Report
- NICRA/F&A Rate Agreement
- NSF RCR
June 2023
GRANT Forum June 21, 2023 Presentation
April 2023
GRANT Forum April 19, 2023 Presentation
February 2023
GRANT Forum Feb 15, 2023 Presentation
January 2023