STAR Class Schedule

The Sponsored Projects Training for Administrators in Research (STAR) program is a comprehensive certificated training program developed by the UCSB Office of Research to meet UCSB’s research administration needs. The program’s goals are to improve campus understanding of regulations, policies, and procedures; to strengthen internal controls; and to provide staff members with access to key resources and contacts when they need help.

The program is designed for employees with duties and responsibilities related to contract and grant administration. Participants are welcome to take one or several courses in areas of particular interest to them—or they may opt to earn a certificate in the STAR program.

The certificate program offers 11 required courses. This year the courses are provided in one series, offered from September through May. To earn a certificate, you must take all 11 classes. Staff members who wish to earn a STAR Program Certificate must attend all 11 classes in one or two years from the date they begin the course series.

To register, visit the UCSB Learning Center website. Once you have logged in use the search box and type in STAR to view all 11 courses.

For more information about Sponsored Projects training courses please send an e-mail to training@research.ucsb.edu


1. Overview of Contract and Grant Administration (2 hours)

This introductory course provides an overview of the administration of sponsored projects at UCSB and lays the foundation for later courses. Topics covered are campus research rankings, the Office of Research infrastructure and role, shared responsibilities, the general legal principles and policies that guide research activities, resources to help locate and secure extramural funding, and tools, such as the Office of Research website.

Offered: Wednesday, September 12, 2018; 9:00am-11:00am
Instructors: Cora Diaz & Andrea Stith

Location: Elings Hall, Room 1605 - Please print and bring to class: Presentation, Research Development Handout, Sponsored Projects Handout


2. Cost Principles and Cost Accounting Standards (2.5 hours)

This course covers the primary federal regulation governing what costs may be included in proposal budgets and charged to contracts and grants: OMB Circulars A-21 and A-110, which now all fall under Uniform Guidance.

Offered: Wednesday, October 3, 2018; 9:00am-11:30am
Instructors: Tyler Clark & Jim Corkill
Location: Elings Hall, Room 1605 - Please print and bring to class: Presentation, Handouts


3. Proposal Budget Preparation (3 hours)

This course provides an in-depth exploration of the components of a proposal budget, including salary and benefit costs, equipment, participant support, supplies, and indirect cost calculation. This course will also include interactive exercises for preparation of proposal budgets and Academic Titles and an overview of Academic employment titles.

Offered: Wednesday, October 17, 2018; 9:00am-12noon
Instructors: Kevin Loza, John Butzer, Janet Kim, & Joanna Kettmann

Lecture Location: Elings Hall, Room 1605 - Please print and bring to class: AP Presentation, Budget Presentation


4. Introduction to Proposal Submission (3 hours)

This course provides basic overview of instructions on preparing a proposal, securing the appropriate approvals, and submitting to the funding agency. Topics covered are eligibility to serve as principal investigator, types of proposals, interpretation of sponsor guidelines, completion of both sponsor application forms and internal campus forms and proposal revisions. This course will also include an overview on the use of the ORBiT Database.

Offered: Wednesday, November 14, 2018; 9:00am-12noon
Instructors: Hilda Vasquez, Karla Burris & Kelly Hayton

Location: Elings Hall, Room 1605 - Please print and bring to class: Presentation, Handout


5. Business Contracts and Subawards (3 hours)

This course focuses on how to determine the difference betweed subawards and business contracts and the process for establishing both types of agreements. Sponsored Projects will discuss the process of how to propose, establish, maintain, modify and close a subaward. Procurement Services will discuss how Procurement is involved in the pre and post-award phases. Topics include: delegation of authority, relevant policy and law, purchase orders, expenditure contracts, revenue (service) contracts, and tips for expediting transactions.

Offered: Wednesday, December 05, 2018; 9:00am-12noon

Instructors: Daniela Gallardo, Lisa King & Calli Price

Location: Elings Hall, Room 1605 - Please print and bring to class: SPO Subawards, Department Subawards, Business ContractsHandout 1, Handout 2, Handout 3

 


6. Negotiation and Acceptance of Awards and Gifts (3 hours)

This course focuses on the various actions and issues that arise during the period between the submission of a proposal and the award of a contract or grant, and covers the roles of the key players of the University and the Sponsors, denial and withdrawal of proposals, pre-award costs, revised budgets, requests for approvals to spend (RAS), content of award terms, campus award processing, and an overview of the UCSB award synopsis. Introduction to Gift Administration portion will cover how to identify a gift from a grant and what to do if you receive a gift.

Offered: Wednesday, January 09, 2019; 9:00am–12noon

Instructors: Jenny Martinez, Melissa Waver & Jaime Escobedo

Location: Elings Hall, Room 1605 (Any applicable Powerpoints/Handouts will be posted here prior to class)


7. Financial Management (2.5 hours)

This course addresses the financial aspects of administering an extramural award. Financial topics reviewed are direct costing, re-budgeting, cost transfers, overdrafts and balances, close-out procedures and reports, and Effort Reporting.

Offered: Wednesday, February 06, 2019; 9:00am-11:30am
Instructors: Tyler Clark & Jim Corkill

Location: Elings Hall, Room 1605 (Any applicable Powerpoints/Handouts will be posted here prior to class)


8. Post-Award Administration (3 hours)

This course addresses several aspects of post-award administration and will include presentations from selected campus representatives. Topics are award set-up, department responsibilities, obtaining campus approvals for post-award actions, travel, equipment management and reporting requirements, and closeout.

Offered: Wednesday, March 06, 2019; 9:00am-12noon
Instructors: Vaughn Boyle & Alycia Lewis

Location: Elings Hall, Room 1605 (Any applicable Powerpoints/Handouts will be posted here prior to class)


9. Research Administration and Compliance I (3 hours)

This course addresses the research administration compliance environment, including federal and state conflict of interest regulations, significant compliance risks in research administration, research misconduct, export control, and insider tips/preparing for an audit, the UC Whistleblower Policy, and real-life examples of university research compliance issues.

Offered: Wednesday, April 03, 2019; 9:00am-12noon
Instructor: Karen Hanson, & Brian McCurdy and John Kushwara & Irene Camargo from Audit Services
Location: Elings Hall, Room 1605
(Any applicable Powerpoints/Handouts will be posted here prior to class)


10. Research Compliance II (2 hours)

This course provides a brief overview of human subjects, animal subjects and stem cell use in research and Responsible conduct of Research (RCR).

Offered: Wednesday, April 17, 2019; 9:00am-11:00am
Instructors: Melodie Blakemore & Sean Mayuga
Location: Elings Hall, Room 1605
(Any applicable Powerpoints/Handouts will be posted here prior to class)


11. Working with Industry and Intellectual Property (2 hours)

This course focuses on the unique challenges of working with the industrial sector and the tools available at the University to facilitate that work. Topics covered are research agreements, gifts, material transfer agreements, confidentiality agreements, consulting, basic intellectual property, and related UC policies. This course will also provide an opportunity to take a more in-depth look at intellectual property. The course will cover the basic principles of intellectual property as well as the characteristics of patents, copyrights, trademarks, and trade secrets. The course will also provide an overview of the technology transfer process at UCSB.

Offered: Wednesday, May 08, 2019; 9:00am-11:00am

Instructors: Sherylle Mills Englander, Kevin Stewart, Cara Winnewisser & Jenna Nakano
Location: Elings Hall, Room 1605
(Any applicable Powerpoints/Handouts will be posted here prior to class)

 

 

Contract & Grant Certificate Program

2018-2019

The Sponsored Projects Training for Administrators in Research (STAR) program is a comprehensive certificated training program developed by the UCSB Office of Research to meet UCSB’s research administration needs. The program’s goals are to improve campus understanding of regulations, policies, and procedures; to strengthen internal controls; and to provide staff members with access to key resources and contacts when they need help.

The program is designed for employees with duties and responsibilities related to contract and grant administration. Participants are welcome to take one or several courses in areas of particular interest to them—or they may opt to earn a certificate in the STAR program.

The certificate program offers 11 required courses. This year the courses are provided in one series, offered from September through May. To earn a certificate, you must take all 11 classes. Staff members who wish to earn a STAR Program Certificate must complete the coursework in one or two years from the date they begin the course series.

To register, visit the UCSB Learning Center website. Once you have logged in use the search box and type in STAR to view all 11 courses.

For more information about Sponsored Projects training courses please send an e-mail to training@research.ucsb.edu


1. Overview of Contract and Grant Administration (2 hours)

This introductory course provides an overview of the administration of sponsored projects at UCSB and lays the foundation for later courses. Topics covered are campus research rankings, the Office of Research infrastructure and role, shared responsibilities, the general legal principles and policies that guide research activities, resources to help locate and secure extramural funding, and tools, such as the Office of Research website.

Offered: Wednesday, September 12, 2018; 9:00am-11:00am
Instructors: Cora Diaz & Andrea Stith

Location: Elings Hall, Room 1605


2. Cost Principles and Cost Accounting Standards (2.5 hours)

This course covers the primary federal regulation governing what costs may be included in proposal budgets and charged to contracts and grants: OMB Circulars A-21 and A-110, which now all fall under Uniform Guidance.

Offered: Wednesday, October 3, 2018; 9:00am-11:30am
Instructors: Tyler Clark & Jim Corkill
Location: Elings Hall, Room 1605


3. Proposal Budget Preparation (3 hours)

This course provides an in-depth exploration of the components of a proposal budget, including salary and benefit costs, equipment, participant support, supplies, and indirect cost calculation. This course will also include interactive exercises for preparation of proposal budgets and Academic Titles and an overview of Academic employment titles.


Offered: Wednesday, October 17, 2018; 9:00am-12noon
Instructors: Kevin Loza, John Butzer, Janet Kim, and Joanna Kettmann

Lecture Location: Elings Hall, Room 1605


4. Introduction to Proposal Submission (3 hours)

This course provides basic overview of instructions on preparing a proposal, securing the appropriate approvals, and submitting to the funding agency. Topics covered are eligibility to serve as principal investigator, types of proposals, interpretation of sponsor guidelines, completion of both sponsor application forms and internal campus forms and proposal revisions. This course will also include an overview on the use of the ORBiT Database.

Offered: Wednesday, November 14, 2018; 9:00am-12noon
Instructors: Hilda Vasquez, Karla Burris and Kelly Hayton

Location: Elings Hall, Room 1605


5. Business Contracts and Subawards (3 hours)

This course focuses on how to determine the difference between subawards and business contracts and the process for establishing both types of agreements. Sponsored Projects will discuss the process of how to propose, establish, maintain, modify and close a subaward. Procurement Services will update you on the system changes happening with business contracts and PO’s. We will present on topics pertinent to planning conferences and events, business contracts, professional service agreement, facility use permits, university insurance requirements and signature delegation.

Offered: Wednesday, December 05, 2018; 9:00am-12noon

Instructors: Daniela Gallardo, Lisa King and TBD Presenter from BFS (Calli Price?)

Location: Elings Hall, Room 1605


6. Negotiation and Acceptance of Awards and Gifts (3 hours)

This course focuses on the various actions and issues that arise during the period between the submission of a proposal and the award of a contract or grant, and covers the roles of the key players of the University and the Sponsors, denial and withdrawal of proposals, pre-award costs, revised budgets, requests for approvals to spend (RAS), content of award terms, campus award processing, and an overview of the UCSB award synopsis. Introduction to Gift Administration portion will cover how to identify a gift from a grant and what to do if you receive a gift.

Offered: Wednesday, January 09, 2019; 9:00am–12noon

Instructors: Jenny Martinez, Melissa Waver & Jaime Escobedo

Location: Elings Hall, Room 1605


7. Financial Management (2.5 hours)

This course addresses the financial aspects of administering an extramural award. Financial topics reviewed are direct costing, re-budgeting, cost transfers, overdrafts and balances, close-out procedures and reports, and Effort Reporting.

Offered: Wednesday, February 06, 2019; 9:00am-11:30am
Instructors: Tyler Clark and Jim Corkill

Location: Elings Hall, Room 1605


8. Post-Award Administration (3 hours)

This course addresses several aspects of post-award administration and will include presentations from selected campus representatives. Topics are award set-up, department responsibilities, obtaining campus approvals for post-award actions, travel, equipment management and reporting requirements, and closeout.


Offered: Wednesday, March 06, 2019; 9:00am-12noon
Instructors: Vaughn Boyle, Alycia Lewis

Location: Elings Hall, Room 1605


9. Research Administration and Compliance I (3 hours)

This course addresses the research administration compliance environment, including federal and state conflict of interest regulations, significant compliance risks in research administration, research misconduct, export control, and insider tips/preparing for an audit, the UC Whistleblower Policy, and real-life examples of university research compliance issues.

Offered: Wednesday, April 03, 2019; 9:00am-12noon
Instructor: Karen Hanson, & Brian McCurdy and John Kushwara & Irene Camargo from Audit Services
Location: Elings Hall, Room 1605


10. Research Compliance II (2 hours)

This course provides a brief overview of human subjects, animal subjects and stem cell use in research and Responsible conduct of Research (RCR).

Offered: Wednesday, April 17, 2019; 9:00am-11:00am
Instructors: Melodie Blakemore and Sean Mayuga
Location: Elings Hall, Room 1605


11. Working with Industry and Intellectual Property (2 hours)

This course focuses on the unique challenges of working with the industrial sector and the tools available at the University to facilitate that work. Topics covered are research agreements, gifts, material transfer agreements, confidentiality agreements, consulting, basic intellectual property, and related UC policies. This course will also provide an opportunity to take a more in-depth look at intellectual property. The course will cover the basic principles of intellectual property as well as the characteristics of patents, copyrights, trademarks, and trade secrets. The course will also provide an overview of the technology transfer process at UCSB.


Offered: Wednesday, May 08, 2019; 9:00am-11:00am

Instructors: Sherylle Mills Englander, Kevin Stewart, Cara Winnewisser and Jenna Nakano
Location: Elings Hall, Room 1605


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