The Contract and Grant Liaison Group was established as part of the Office of Research's effort to expand the tools available to our Contract & Grant campus community via an experienced group of departmental research administrators.
Our group meets monthly to discuss areas of need within our campus C&G community. Through collaboration, we pull together existing tools and resources for our campus needs and/or create new tools to establish best practices across administrative departments. The C&G Advisory Group has put together this webpage containing resources and information to assist the C&G community throughout campus.
Liaison Tips and Trainings
With the goal of fostering a knowledgeable and well trained UCSB Contract and Grant administrator community, Sponsored Projects offers additional resources to keep research administrators informed and educated on issues relating directly to sponsored research administration.
New Liaisons
- Subscribe to CGLINK mailing list
- Request access to ORBiT (Proposal & Award management system)
- Familiarize yourself with commonly used C&G Definitions and Acronyms
- Sign up for STAR Classes via UC Learning Center (Current Schedule)
- Many federal agencies use ERA systems for grant submission and award administration. Visit this page to set up agency-specific liaison accounts
- New Liaison Bootcamp
- We are currently in the planning stage. Please check back for updates.
C&G Advisory
Your colleagues are available for assistance via the following tools:
- The UCSB Google Group is a resource where you can directly ask your colleagues questions about any departmental aspects of contract and grant administration. By obtaining access - you can post and/or respond to any C&G questions directly.
- To sign up for the Google group, email Hilda Vasquez (vasquez@research.ucsb.edu)
- The C&G Advisory also serves as the experts in various areas and are available. You are encouraged to reach out to them with questions on the departmental aspects of contract and grant administration.
- Liaison Mentee/Mentor Program
- The UCSB Mentor-Mentee Support Program is an available resource for contract and grant administering departments. It's was developed in coordination with Alycia Lewis, from the Geography department, Tyler Clark, from Businees and Financial Service and Hilda Vasquez, Sponsored Projects Officer in the Office of Research. The purpose of program is to offer departments an individualized resource for establishing a fundamental network of contacts across campus who could assist during the training period of any new contract and grant liaison. If you are interested, please contact Hilda Vasquez at vasquez@research.ucsb.edu
Lifecycle of a Sponsored Project: What to Do
- Who's Who on my Sponsored Project? This chart explains the roles of entities and individuals typically found on a sponsored project.
- Proposal checklist (examples provided for internal-use only)
- Compliance Guidance
- Helpful Forms
- Submission Checklist (guidance on different proposal types)
- COI Quick Reference
- This stage includes submission of additional information requested by the sponsor prior to the official issuance of an award. This may include: Just in Time (NIH), Proposal Updates, Revised Budgets, etc
- See the following page for further direction
- Research Related Agreements This page describes different types of agreements related to research and identifies the campus department generally responsible for the different types of agreements.
- Submission Matrix (guidance on award processing)
- During the course of an awarded project, it may be necessary to request prior approval from a sponsor, examples include: No Cost Extensions, Re-budgeting, Prior Approval Requests, etc. Work directly with your sponsored projects team to determine what steps may be necessary.
- General Guidance can be found on the following page
- The C&G Advisory also serves as the experts in various areas and are available. You are encouraged to reach out to them with questions on the departmental aspects of contract and grant administration.
- Submission Matrix (guidance on different post-award actions)
The following are useful links related to Closeout of an award:
- See the Sponsored Projects Closeout Page for information regarding final reports
- See the Business and Financial Services page for the Close Memo and additional information
Professional Development
STAR Class Course
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. Sign up for STAR Classes via UC Learning Center
Advanced Topics Training
As part of its effort to keep the campus community informed and educated on issues relating to sponsored projects, Sponsored Projects offers periodic training opportunities geared towards experienced UCSB Staff working in the field of contracts and grants. See below for current list of upcoming topics:
-We are currently in the planning stage for the next advanced topic course. Please check back for updates-
Additional Opportunities
- NCURA (National Council of University Research Administrators)
- Departmental Research Administration
- FRA (Financial Research Administration)
- Youtube Channel
- SRA (Society of Research Administrators, International)