Training and Resources

Research and Engagement offers a full range of services, workshops, and trainings to assist and support faculty and staff in the successful conduct of research.

Research Administration Core Curriculum Training Program

The goal of the Research Administration Core Curriculum Training Program is to offer a comprehensive overview of research administration for new staff and faculty, as well as members of the campus community looking for a refresher or interested in learning new job skills. This program is broken down into six core topic areas:

  • Core 1 - Orientation and Fundamentals of Research Administration
  • Core 2 - Proposal Submission and Budgeting
  • Core 3 - Proposal Development Methods and Tools
  • Core 4 - Award Management
  • Core 5 - Post-Award Financial Research Administration
  • Core 6 - SUMMIT Financials for Departmental Post-Award Management

Full detailed descriptions.

This program is offered through Workplace Learning and Development (WLD). Register here.

Research Administration PRO Series

This program is a companion to the CORE program offerings, but focuses on specific topics with a greater level of detail. The goal is to offer two a semester. The campus community can make requests for future topics by emailing

First two topics:

Understanding the NIH Progress Reports (RPPR) Process - Come learn about the RPPR process from experts in the Office of Pre Award Services (OPAS), Office of Post Award Management (OPAM), and Research Accounting. This program will review institutional workflows and review processes, including steps for financial reporting.

Cost Transfers - Cost transfers have come under high scrutiny in audits. While the simplest suggestion is to prevent them altogether, in many cases they are unavoidable. This discussion will explore the federal requirements surrounding cost transfers and examine how we have implemented policies to monitor compliance and mitigate the risk associated with these types of transactions.  We will discuss what you need to know to avoid some of the pitfalls associated with cost transfers, such as inadequate justifications and salary transfers that invalidate effort certification.

This program is offered through Workplace Learning and Development (WLD). Register here.

Kuali Research Training

Kuali Trainings are offered on-demand via Zoom for individuals until the campus returns to normal operations. Please register by sending an email to ​

Lab-based trainings via Zoom are also available each semester that are geared towards administrators engaged in proposal development and faculty and graduate students who build their own proposals.

  • KUALI 1- Proposal Development Basics
  • KUALI 2- Proposal Development Budgeting
  • KUALI 3- Proposal Development- S2S Advanced

Register here through Workplace Learning & Development (WL&D).

Kuali Help Guides, Trainings and FAQs

Research Development Workshops

The Office of Research Development (ORD) hosts workshops focused on tools that will help researchers secure external funding. ORD supports an evolving program of faculty research development workshops, seminars, and peer-to-peer mentoring programs intended to support faculty in all fields and at all professorial levels in meeting their research goals. Faculty groups can request a workshop, seminar, or program to meet specific research needs. Faculty development workshops focus on four general areas: proposal development, internal grant competitions, agency relationship building, and investigator initiated workshops.

Compliance Training 

Compliance units host a regular series of trainings for both human and animal subjects research. 

Human Subjects CITI Training

All UMass Amherst investigators working with human subjects must complete an online training program called the Collaborative Institutional Training Initiative (CITI) Program. The required training modules are divided in two categories, Group 1: Biomedical research Investigators and Key Personnel; and Group 2: Social Behavioral and Education Research Investigators and Key Personnel. For more information see CITI Education and Training.

Animal User Training 

The UMass Institutional Animal Care and Use Committee (IACUC) requires that all personnel listed in an animal use protocol have basic IACUC training certification. Project specific training needs to be described in the protocol to be reviewed by the IACUC. For more information see Animal User Training. To sign up for training please contact Barbara Miller at 413-545-0668.

Export Control Training

The Research and Engagement executive area, through its Office of Research Compliance, has been charged by the Chancellor to recommend and implement a program of required training for identified groups from the campus community. Orientation and training in foundational aspects of export control is critical to ensuring UMass Amherst faculty, staff, and students are aware of and can seek assistance with transactions or circumstances that may be impacted by export control laws and regulations. Because the export regulatory schema impacts not only research activities, but also international travel, purchasing, shipping, receiving, and other aspects of daily university business, it is important that the campus community have a sufficient understanding to ensure compliance. Individuals who complete and maintain this required training, and follow the relevant University policies and procedures, can rely on the University’s protections against liability and its continued support for their activities. Learn more.

Proposal Response Teams (PRT)

The Office of Research and Engagement offers a suite of services that span multiple offices to help provide comprehensive support for complex, large scale, and other proposals of high priority to the campus and academic units. There is also oversight management of these service to streamline the process and reduce the administrative burden of faculty leads. Services can be provided and coordinated with local support services as applicable.