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Education and Training Hub

Our Education and Training Hub is home to the majority of our custom-developed courses, along with other helpful resources and related content.

Here, you’ll find access to our on-demand resources — including webinars, eLearning modules and more —as well as archived or recorded resources from past live events. To see future Research and Education events that are upcoming, check our calendar or visit our 2022 RA Development Plan page.

If you can’t find what you’re looking for, please visit our Contact page or email research-training@ncsu.edu.

Proposal Development and Submission

The first step to any sponsored research project is developing and submitting the proposal. NC State offers many opportunities and resources related to finding funding, preparing proposals, developing budgets and more.

At NC State, all sponsored research proposals must be submitted to the Proposal Information and Navigation System (PINS); the university’s Research Administration Data and Reporting (RADAR) system is used to track and manage post-award data.

Finding Funding

The university has a number of units devoted to helping researchers find funding, including the Research Development Office (RDO). To learn more about what’s involved in this critical first step of the award lifecycle, access our Education and Training resources.

Our Resources

This 15-minute eLearning module provides a general overview of industry-funded research, including what makes research relationships with an industry or foundation partner unique.

  • Audience: All
  • Delivery: eLearning Module

This 30-minute eLearning module is designed to help research administrators improve their knowledge, workflows and daily practices related to RFPs.

  • Audience: Research Administrators
  • Delivery: eLearning Module

The National Institutes of Health (NIH) is implementing a new DMSP that will go into effect for any applications due January 2023 and beyond. A panel of experts shared their knowledge on these policy changes and their impact on the NC State research community.

  • Audience: All
  • Delivery: eLearning Module

Preparing a Proposal

Preparing a proposal correctly is crucial to its success. NC State University Libraries provides research support to all faculty, and NC State’s Proposal Development Unit (PDU) can help researchers craft proposals for awards worth $1M or more.

In the simplest terms possible, a PI or co-PI is a person designated by the university and approved by the sponsor who has substantively complementary responsibility for the scientific or technical direction of all or a portion of a project.

An individual can only be a PI or co-PI pursuant to the guidance articulated in NC State University POL 10.00.02 or as authorized under an approved exception.

The university maintains a comprehensive list of ID numbers and other reference information commonly required throughout the proposal submission, award setup, and project management and reporting processes.

Science Experts Network Curriculum Vitae (SciENcv) is an electronic system that researchers can use to create and maintain biosketches — documents highlighting the qualifications of key personnel for a specific role in a proposed grant project, which must be submitted with NIH and NSF grant applications and annual reports.

SciENcv pulls information from other systems, including MyNCBI, ORCID and eRA commons, allowing researchers to quickly create or recreate a biosketch for each grant application or annual report. 

External Resources

Developing a Budget

The Office of Sponsored Programs and Regulatory Compliance (SPARCS) provides budgeting guidance for researchers and research administrators to follow.

The Education and Training team also offers multiple NC State-specific budgeting resources, in addition to those provided by organizations such as the National Council of University Research Administrators (NCURA).

Our Resources

This 1-hour eLearning module provides extensive, in-depth information about developing proposal budgets at NC State. It is specifically designed to help research administrators improve their knowledge, workflows and practical applications.

  • Audience: Research Administrators
  • Delivery: eLearning Module

This 30-minute eLearning module provides extensive, in-depth information about TFFA — a cap on the amount an organization can be reimbursed for F&A based on the full amount of an award. It explains how the changes brought on by the 2018 Farm Bill have impacted budgeting — and shows relatable calculations.

  • Audience: Research Administrators
  • Delivery: eLearning Module

This NCURA webinar teaches how to craft a budget justification that not only conforms to Uniform Guidance expectations but also effectively establishes the credibility of the proposed project. It is designed for individuals who have at least two years of experience with proposal writing or are responsible for assisting faculty with proposal development.

  • Audience: Research Administrators
  • Delivery: Webinar

This recorded webinar features a Q+A session in which NC State panelists answer questions on purchasing, accounting, and best practices for equipment and fabricated equipment.

  • Audience: Research Administrators
  • Delivery: Webinar

Marissa Clarkson gives updates on the NSF submission process, including current capabilities and future functionality of Research.gov. Also included are a Research.gov demo and helpful tips from the audience.

  • Audience: Research Administrators
  • Delivery: Webinar

This presentation, from a discussion facilitated in conjunction with representatives from the college research offices, serves as a guide to help define who qualifies as a participant — and what costs are included and not included in this category.

  • Audience: Research Administrators
  • Delivery: Guide

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Award and Project Management

NC State has a wealth of resources to assist faculty and staff in developing proposals for sponsored project funding. Having an established proposal development process helps ensure that our researchers are able to develop successful proposals. Our staff is here to assist you in this process.

Award and Agreement Review

Once a proposal has been awarded, the university and sponsor must agree on certain terms and conditions before funding can actually be spent.

Our Resources

This 15-minute eLearning module provides a general overview of sponsored project agreements at NC State, including how to interpret general contract terms and conditions and where to get help when needed.

  • Audience: All
  • Delivery: eLearning Module

This presentation explains what data use agreements are and when they’re required, as well as tips and guidance on how to process them through PINS at NC State.

  • Audience: Research Administrators
  • Delivery: Guide

This presentation, from a discussion facilitated in conjunction with representatives from the college research offices, serves as a guide to help clarify what a data use agreement is and when one is required, as well as the agreement review process. It also explains material transfer agreements, when they are needed — and what’s involved.

  • Audience: Research Administrators
  • Delivery: Guide

Yessy Mendoza-Tate gives a demonstration of helpful tools and reporting available through the PI Portal/MyPackPortal for PIs and research administrators.

  • Audience: All
  • Delivery: Webinar

Project Management

Throughout the life of an award, steps must be taken to ensure compliance with all applicable federal, state, sponsor, and university rules and regulations. For example, Uniform Guidance is a blanket policy that covers all federal awards.

The university uses an online system known as TEARS to track how much time its researchers spend on each of their sponsored projects — known as “effort reporting.”

NC State requires all researchers and research administrators who receive or are involved with the processing of summer salary to complete Summer Salary training once a year.

There are special steps that must be taken when it comes time to close out a project.

The Education and Training team also offers multiple NC State-specific project management resources, in addition to those provided by organizations such as the National Council of University Research Administrators (NCURA).

Our Resources

This 15-minute eLearning module provides a general overview of the sponsored project closeout process at NC State, including its importance in the research award lifecycle.

  • Audience: All
  • Delivery: eLearning Module

This NCURA webinar, recorded on March 17, 2022, provides updates from representatives of the Office of Management and Budget (OMB), the National Science Foundation (NSF), and the National Institutes of Health (NIH).

  • Audience: Research Administrators
  • Delivery: Webinar

This NCURA webinar recaps the NSF, NIH, NSF Covid audit initiative and other OIG Audit work plans, as well as recent audit results and settlements — providing an in-depth look at audit issues through a combination of audit trends, a review of federal audit reports and a discussion of day-to-day best practices.  

  • Audience: Research Administrators
  • Delivery: Webinar

While the purpose of Uniform Guidance was to reduce administrative burden and safeguard against waste or misuse of funds, compliance remains its primary focus. This NCURA webinar explores the Uniform Guidance sections on cost principles, internal controls and audits.

  • Audience: Research Administrators
  • Delivery: Webinar

This NCURA webinar focuses on identifying alternative ways to promote resources to agencies, relating to the importance of communication and shared tracking responsibilities, and articulating how to proactively manage cost share to avoid closeout issues, rework, and loss of time and money.

  • Audience: Research Administrators
  • Delivery: Webinar

Cost transfers have come under high scrutiny in recent audits. This NCURA webinar explores the federal requirements surrounding cost transfers and examines how two different institutions have implemented policies to monitor compliance and mitigate the risk associated with these types of transactions. NC State-specific responses have also been added to address these topics.

  • Audience: Research Administrators
  • Delivery: Webinar

This 15-minute eLearning module provides a general overview of effort reporting at NC State, including how it impacts a research project.

  • Audience: All
  • Delivery: eLearning Module

This recorded webinar takes an in-depth look at GSSP topics related to research administration. Topics include eligibility requirements, job codes, appropriate dates, receiving benefits, health insurance, exceptions, funding and more.

  • Audience: Research Administrators
  • Delivery: Webinar

This recorded webinar provides insights into how NIH Grants Managers think — what their workload is, how they view grants, and what kinds of assumptions they make about their university counterparts. Using these insights, we discuss some communication strategies to help research administrators better navigate their interactions with the NIH.

  • Audience: Research Administrators
  • Delivery: Webinar

Many considerations must be made to allow for a smooth transition when a principal investigator (PI) transfers from one institution to another. This NCURA webinar, geared toward the departmental research administrator, takes an in-depth look at the PI transfer process. 

  • Audience: Research Administrators
  • Delivery: Webinar

When the Uniform Guidance took effect on Dec. 26, 2014, it changed how funding recipients approached the management of federal financial assistance. in 2020, OMB revised the Uniform Guidance to convey further clarification and guidance. This NCURA webinar discusses key changes reflected in the 2020 revision, including updated definitions and new requirements, as well as modifications to existing requirements. 

  • Audience: Research Administrators
  • Delivery: Webinar

Monica O’Brien gives an in-depth demonstration on adding a new vendor to NC State’s financial system.

  • Audience: Research Administrators
  • Delivery: Webinar

In this course, learners will be given an overview of project reporting and required certifications at closeout. Also covered are the types of required reporting, the roles and responsibilities with the different reports, and commercialization impacts.

  • Audience: Research Administrators
  • Delivery: eLearning Module

In this NCURA webinar, presenters look at roles and responsibilities in research administration through the lens of three different institutions.

  • Audience: Research Administrators
  • Delivery: Webinar

This NCURA webinar takes a deep dive into the complexities, obscurities and changing landscape of subawards. It covers OMB changes, risk appetite, lesser-known federal requirements, foreign subrecipient monitoring and more. The webinar recording also includes a subsequent panel discussion specific to subaward/subrecipient processes and practices at NC State.

  • Audience: Research Administrators
  • Delivery: Webinar

This online course is required annually for faculty members receiving summer salary and administrators who process and/or approve summer salary.

  • Audience: All
  • Delivery: eLearning Module

This NCURA webinar focuses on recent audits performed by federal agencies and their inspectors general, as well as OIG work plans and settlements. It includes the recent National Science Foundation report “Promising Practices for NSF Award Management,” which draws observations from 18 audits in the past four years.  The webinar looks at frequent issues found and discusses day-to-day best practices.

  • Audience: Research Administrators
  • Delivery: Webinar

This 15-minute eLearning module is intended for principal investigators (PIs) who will certify in the closeout system. 

  • Audience: All
  • Delivery: eLearning Module

This 15-minute training explains the PMR system changes that have been implemented.

  • Audience: Research Administrators
  • Delivery: Webinar

External Resources

The FDP’s Prior Approval Matrix provides a tabulated list of project activities and expenditures that are normally pre-approved by various federal sponsors. Keep in mind that each award’s special terms and conditions may have its own specific limitations.

The Office of Audit Services, a division of DHHS’s Office of Inspector General, posts records of prior audits it has conducted on federally sponsored research projects. Reviewing audits that have been conducted at other research institutions can help you stay mindful of trending audit topics.

The NSF posts its Audit Reports for the public to review. Reviewing audits that have been conducted at other research institutions can help you stay mindful of trending audit topics.

Lifecycle of an Award

The award lifecycle at NC State can be broken down into seven stages, beginning with a researcher coming up with an idea and ending with award closeout. Watch this video to learn more.

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Research Administrator Essentials

All of the resources we provide are intended to be relevant to a research administration audience. However, we do also help maintain many resources specifically designed for research administrators at NC State — with input from the Office of Sponsored Programs and Regulatory Compliance (SPARCS), a unit of the Office of Research and Innovation; the Office of Contracts and Grants (C and G), a unit of the Office of Finance and Administration; and partners in each College Research Office.

Our Intro to Research Administration Offices at NC State provides an overview of how research administration works at NC State.

We also work closely with the Research Support Council (RSC) — the research administration staff component of the vice chancellor’s research committees — to provide both new and recurring education and training opportunities for research administrators throughout the year. Our latest development plan outlines all the upcoming opportunities we currently have planned.

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Researcher Resources

The Research Education and Training team offers a variety of resources that researchers may need to navigate through the sponsored programs lifecycle at NC State.

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Research Compliance

SPARCS oversight includes NC State’s Research Compliance program, which is committed to advancing the highest standards of ethics, integrity and honesty as well as compliance with all applicable laws, regulations and policies governing research. 

Animal Care and Use (IACUC)

The IACUC Office of SPARCS fosters compliance by facilitating the efforts employed by the institution’s scientists and instructors in the utilization of the animal model in research, education and other scholarly pursuits.

An Institutional Animal Care and Use Committee (IACUC) serves to ensure that live vertebrate animals used in research are treated humanely. The NIH’s Office of Laboratory Animal Welfare requires institutions to have an Animal Welfare Assurance in place in order to receive Public Health Service (PHS) funding.

NC State University REG 10.10.01 requires an approved Application for Vertebrate Animal Use (AVAU) for all activities involving the use of animals (research, teaching, public service; intramurally or extramurally funded regardless of source or amount; and including animals being bred, conditioned, or held for future use). An AVAU — also known as a protocol — can be approved for up to three years, after which it must be rewritten and undergo a new review process. Significant changes to an ongoing project require a protocol amendment.

IACUC protocols and protocol amendments are submitted and managed via the Research Enterprise Data (RED) system.

Our Resources

This 15-minute eLearning module provides a general overview of the Institutional Animal Care and Use Committee (IACUC), including how to know when IACUC approval is required.

This recorded webinar gives an overview of the Institutional Animal Care and Use Committee (IACUC) process at NC State and the role of Research Administrators in this process. Highlights include applicable forms, policies, and procedures for compliance.

Conflicts of Interest/Notices of Intent (COI/NOI) 

NC State University REG 01.25.01, on conflicts of interest and conflicts of commitment, mandates that all faculty and EHRA staff, as well as certain identified students and staff, complete a conflict of interest (COI) disclosure at least annually; faculty and EHRA staff must also file a notice of intent (NOI) at least 10 days before engaging in an external professional activity for pay.

COI disclosures and NOI forms are submitted and managed via the Research Enterprise Data (RED) system.

conflict of interest is a situation influenced by financial or personal considerations, circumstances or relationships that may compromise, have the potential for compromising or have the appearance of compromising an employee’s objectivity when performing research or other employment duties.

A number of federal sponsors — including but not limited to both NSF and NIH — also require an up-to-date COI disclosure to be on file prior to the expenditure of funds; additionally, CITI Training must be completed at least once every four years.

Our Resources

This 15-minute eLearning module provides a general overview of Conflicts of Interest (COI) and Notices of Intent (NOI), including COI and NOI regulations at NC State and the potential impact of non-compliance.

This 15-minute eLearning module provides an overview of permissible and prohibited political and legislative activities.

This recorded webinar covers the basics you need to know related to COI disclosures, notices of intent (NOI), and related federal regulations and policies at NC State.

External Resources

NIH provides a Financial Conflicts of Interest Tutorial, a self-paced module that explains what a significant financial interest is, what needs to be disclosed, responsibilities and roles, and more.

Human Subjects (IRB)

The NC State Institutional Review Board (IRB) advocates for and protects human subjects participating in research by working with investigators to facilitate ethical and compliant research.

IRB approval is required prior to conducting any activities that meet the definition of “human subjects research.” A research study is a very careful way of looking at something and collecting data in order to answer a specific question aiming to inform or solve a problem. For research involving human subjects, the term “research” is defined as a systematic investigation, including research development, testing, and evaluation, designed to develop or contribute to generalizable knowledge. 

Before IRB approval can be granted, both CITI training and the university’s own online training module must be completed by anyone on the research team who’s involved in the recruitment process, consent process, implementation of interventions and other data collection processes, or analysis of identifiable or re-identifiable private data — or those supervising a student who will be doing these activities. CITI training must be completed at least once every four years.

Our Resources

This 15-minute eLearning module provides a general overview of the Institutional Review Board for the protection of human subjects, including how to understand IRB requirements.

Data Security and Compliance

NC State University REG 08.00.03 “defines the classification governance procedure for the management of University Data and allows for the appropriate degree of protection to be applied consistently across the university based on identified threats, risks, security, and regulatory requirements.” The Office of Information Technology’s Data Management Framework.

Keeping your research data secure is not just important for proprietary reasons. Federal regulations, namely NIST 800-171, mandate that researchers and their institutions take special measures to protect controlled unclassified information (CUI).

The Office of Information Technology (OIT)offers Data Security Training, an online module-based course covering cybersecurity awareness topics that are critical to the university — such as phishing, data classification and mobile device security.

Our Resources

This 10-minute eLearning module provides a general overview of data security for research projects at NC State, including how to secure research data and ensure compliance with contractual requirements.

This 1-hour eLearning module explains the specific safeguards necessary for compliance with NIST 800-171 — to ensure everyone who’s affected understands their role and responsibility to protect controlled unclassified information (CUI).

This 1-hour eLearning module explains the specific safeguards necessary for compliance with NIST 800-171 — with a focus on the special responsibilities that come with being a privileged user.

Export Controls

United States export controls exist to protect the national security and foreign policy interests of this country. These laws govern how technology, technical data, technical assistance, and other information or materials are exported, disclosed or transferred from the U.S. to foreign countries, persons or entities.

Foreign Influence

NC State values and encourages international collaborations and educational opportunities, which promote openness in research and scholarship, serve our research and teaching missions, and advance academic freedom. At the same time, the university must be careful to comply with U.S. laws and regulations that govern how international engagements are managed and reported — including taking necessary steps to mitigate efforts of undue foreign influence.

Our Resources

This 15-minute eLearning module provides a general overview of export controls, including how to recognize when export control regulations apply to a research project.

This recorded webinar provides background on the broad topic of foreign influence and the regulatory compliance issues related to it, with a focus on Export Control Compliance. We touch on developing federal guidance and how to best ensure that NC State research is conducted in a manner consistent with federal expectations and high ethical standards.

This NCURA webinar covers the requirements that currently exist from various federal agencies related to foreign influence and related national security issues, and what is most likely coming in the future. For those who are not already deeply embedded in foreign influence issues, it’s an opportunity to confirm the current interpretation of the guidance, as well as get an idea of what requirements or legislation may be bubbling up in this space in the coming months.

This SRAi webinar takes a global tour of new regulations and their impact on research. The European Union’s General Data Protection Regulation (GDPR) has gotten plenty of attention, but around the globe, numerous other countries — such as China, Thailand to Nepal — have quietly been updating their privacy laws, with huge implications for multinational research. Many are similar to GDPR, but some go much further with in-country registration requirements. Research administrators overseeing international research need to be prepared.

Research Integrity

Investigators at NC State University are expected to uphold the highest standards of integrity in research at all times.

NC State strongly encourages that faculty and instructors incorporate all relevant principles of responsible conduct in research into their course curriculum, especially research methods and independent study courses. Refer to the Graduate School’s Responsible Conduct in Research (RCR) for a comprehensive resource of training and awareness programming.

RCR training is required by some federal agencies for individuals involved in sponsored projects, and NC State has an institutional obligation to ensure compliance in a timely manner. The primary source of RCR training for individuals who are required to complete it at NC State is the CITI Program’s RCR course.

Our Resources

This 20-minute eLearning module provides a general overview of research integrity at NC State, including why it’s important, what training and resources are available, and when they might be needed.

This 15-minute eLearning module provides an overview of leading research compliance at NC State. It’s intended to help deans, associate deans, department heads, and/or directors understand their role in research compliance.

In this recorded presentation, which took place at the May 10, 2022, RSC Meeting, Director of Research Compliance Mary Millsaps gives an overview for research administrators on how integrity is defined, training requirements by federal agencies, and institutional as well as individual responsibility for protecting research integrity.

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Research Enterprise Data (RED) System

The RED system is an enterprise-level software system used to manage research administration at NC State, which will eventually replace RADAR, PINS and NC State’s regulatory-compliance software management systems. RED is being implemented in phases.

Two modules of RED are currently live — the Animal Care Use module and the COI/NOI module. To learn more about the phased implementation of the RED system, visit the Enterprise Research Administration (ERA) project website.

Need help using RED? We’ve got you covered.

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Affiliated Training Providers

The following resources — provided by other units across campus and various external agencies — have been curated here for the NC State research community. Visit their respective websites to see more of what each provider offers.

Visit REPORTER — the university’s registration and enrollment management system for non-credit activities — to search for all available NC State-specific courses. (For help with REPORTER, go to https://support.reporter.ncsu.edu/.)

All NC State University employees also get free access to LinkedIn Learning.

DELTA, which stands for “Digital Education and Learning Technology Applications,” is a unit within the Office of the Provost that works to foster the integration and support of digital learning in NC State’s academic programs — and also supports online and distance education programs at the university.

The Office for Institutional Equity and Diversity (OIED) seeks to create an NC State experience where everyone — regardless of beliefs, background, orientation or ability — feels at home as part of the Wolfpack.

OIED offers a number of educational opportunities for faculty, staff and students. OIED’s Inclusive Excellence and Strategic Practice unit also provides a host of helpful resources.

University Human Resources’ Learning and Organizational Development team aims to help NC State employees develop and achieve their potential so that the organizations they work for can succeed and grow.

The McKimmon Center for Extension and Continuing Education serves the university and the public by facilitating the creation, transmission and timely application of knowledge and resources. The Office of Professional Development is dedicated to the development and delivery of non-degree professional training courses.

A part of the U.S. Department of Health and Human Services, the NIH is the nation’s medical research agency — “making important discoveries that improve health and save lives.” The NIH invests nearly $42 billion annually “in medical research for the American people” — and is a major federal sponsor of NC State’s research.

Recommended Resources:

The NSF is a federal agency that supports “basic research and people to create knowledge that transforms the future.” With an annual budget of nearly $9 billion (fiscal year 2022), the NSF is the funding source for roughly 25% of all federally supported basic research conducted by U.S. colleges and universities.

The NSF is NC State’s largest single source of research funding in terms of dollars.

The NSF offers several Research.gov video tutorials and an FAQs.

Recommended Resources:

Related: NCURA also offers SBIR/STTR Webinars, on the NSF’s Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs.

The NC State University Libraries is “a gateway to knowledge for the university community and partners.” University Libraries provides a variety of research support services.

The Office for Faculty Excellence fosters faculty success in every career stage by offering professional and leadership development programming, supporting policies related to faculty employment, and facilitating faculty awards and recognition.

OIT provides campuswide computing, information and communication technology services in support of the university’s academic and administrative goals. OIT offers training on a variety of IT- and system-related topics.

Recommended Resources:

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