Fundamentals of Research Administration


Fundamentals of Research Administration is a full day workshop offered in two half-day modules that are taught by content experts with broad experience in the field of research administration. The in-person workshop provides both instruction as well as the opportunity to tackle case studies to practice applying the knowledge presented. Participants receive companion reference materials and job aids to provide new employees with a strong foundation in research administration.


Fundamentals in Research Administration is tailored to those who are new to the field, new to research administration at UT Austin, or moving into a new area of research administration at the University. This program may also benefit those interested in learning more about research administration and staff whose job responsibilities are less than 80% of research administration.


The Fundamentals workshop provides a strong foundation in both federal regulation and UT policy and procedures in order to equip departmental research administrators to more successfully guide UT’s Principal Investigators through the administrative challenges of proposal and award management.


  • Instructor-led workshop
  • Interactive case studies
  • Companion resources and references
  • Light breakfast and lunch to facilitate collaborative relationships with colleagues


The Fundamentals workshop is offered three times each year at the same time so departments can rely on it for on-boarding new employees whose responsibilities include sponsored research activities. Look for announcements on the RAN listserv and the OSP calendar where all training opportunities are listed. Registration is managed through Research TRACKS where continuing education hours for all research-related training is recorded.

  • Spring: March
  • Summer: July
  • Fall: November

Workshop Outline and Learning Objectives

  1. Pre-Award (Proposal Development and Submission)
    1. University Administration
      1. Organizational Structure—UT Austin
      2. Roles and Responsibilities—UT Austin
    2. Federal Administration
      1. Types of Sponsors
      2. Sponsored Project vs Gift
      3. Types of Award Mechanisms (Grant/Cooperative Agreement/Contract)
      4. Federal Regulations (UG and FAR)
    3. Proposal Elements
      1. Budgeting
      2. UT Policies
      3. Cost Principles
    4. UT Elements
      1. Review & approval processes
      2. PI Status
      3. FCOI
      4. Cost Share
      5. Electronic Submission
  2. Post-Award (Award Management)
    1. Federal Administration
      1. Financial Management
      2. Cost Share
      3. Program Income
      4. Compliance (FCOI, IRB, IACUC, Export Controls)
      5. Credits/Spend Available
    2. Administrative Requests
      1. Budget Revisions
      2. Change Key Personnel
      3. Add/Remove Subawards
      4. No Cost Extensions
      5. Carry Forward
      6. Cash Advances
    3. Financial Management
      1. Account Monitoring
      2. Cost Transfers
      3. Cost Reviews
      4. Effort Reporting
      5. Equipment
    4. Closeout
      1. Financial Reporting
      2. Deliverable Reporting
      3. PI Transfers
    5. Internal Controls
      1. Uniform Guidance
      2. Single audit/OIG
      3. Financial Compliance (CAS, DS-2)
      4. F&A vs Direct (rate development)