This matrix lists training required for or monitored by the UC Davis Office of Research, including the Institutional Review Board (IRB), the Institutional Animal Care and Use Committee (IACUC), the Research Compliance Office (RECO) (which manages Responsible Conduct of Research, the Financial Conflicts of Interest Program, and Export Control), the Research Security Office, and the Sponsored Programs Office (SPO). Trainings administered by other central campus units (for example, UC Learning Center courses on cybersecurity, sexual harassment prevention, or general ethics) are not included here. Click the button to go directly to the course/platform, or the link beneath it for step-by-step instructions.
PI & Researcher Training Requirements Matrix
Not sure where to start? Filter by your grant sponsor:Showing 9 of 12 requirements for NIH / PHS.Showing 8 of 12 requirements for NSF.Showing 6 of 12 requirements for DOE.Showing 7 of 12 requirements for USDA / NIFA.Showing 6 of 12 requirements for NASA.Showing 6 of 12 requirements for State of California.Showing 6 of 12 requirements for Private / Foundation / Industry.Showing 5 of 12 requirements for Applies to Any Sponsor.
Example: select “NIH / PHS” to see the requirements that apply if you hold an NIH T32, F-, K-, or R-series award. Rows tagged “Any Sponsor” (e.g., IRB, IACUC, export control) show up under every sponsor because they are triggered by the type of research, not the funder.
Recommended, Not Required next to a training means it’s a useful, department-recommended course, not something mandated by a specific law, regulation, or sponsor policy.
Scroll the table sideways to see all columns.
| Training / Requirement | Who Must Complete | Trigger / Applicability | Renewal Frequency | Access & Instructions |
|---|---|---|---|---|
| Human Subjects Research · IRB | ||||
| CITI Human Subjects Protection Training | All investigators & staff engaged in human subjects research | Before engaging in human research / prior to IRB submission | Every 3 years | Add Course in CITI →How to register |
| Good Clinical Practice (GCP) Training | Investigators/staff on clinical investigations or NIH-funded clinical trials | Per funding sponsor requirement | Per sponsor (typically 3 yrs) | Add Course in CITI →How to register |
| Animal Care & Use · IACUC | ||||
| Animal Care & Use (ACU) 101 | All personnel working with live vertebrate animals | Before working with animals on an approved protocol | Every 3 years | Launch Course →Course access & renewal info |
| Responsible Conduct of Research (RCR) · RECO | ||||
| NIH RCR: CITI modules + 8-hour live/virtual workshop | Trainees, fellows, participants & scholars on NIH training grants/fellowships (D43, F-, K-, T-series, etc.) | Before/during period of NIH support | Every 3 years | Add RCR to CITI →Registration guide (PDF) |
| NSF/NIFA RCR: CITI RCR course | Undergrad & grad students, postdocs (incl. short-term visitors) paid on NSF/NIFA awards | Before engaging in funded research | Every 3 years | Add RCR to CITI →Registration guide (PDF) |
| Financial Conflict of Interest & Export Control · RECO | ||||
| PHS/NIH COI Training: “UC Ethics and Compliance Briefing for Researchers” | All PHS/NIH “Investigators” (PI + anyone responsible for design, conduct, or reporting) | Before engaging in PHS-supported research; upon policy change or noncompliance finding | Every 4 years | Launch UC Learning Center →How to find the course |
| NSF Financial Disclosure (disclosure, not a training course) | Anyone responsible for design/conduct/reporting of NSF-funded activity | At proposal submission; annual recertification | Annual | Launch eCOI →Form 800 quick-start guide (PDF) |
| State Economic Interest Disclosure (Form 700-U) | PI (Lead PI only on multi-PI awards) | Non-governmental sponsor awards & gifts | Within 30 days of new/incremental funds | Launch eCOI →Form 700-U quick-start guide (PDF) |
| Export Control training & review | PIs, staff shipping/transferring items, data, or software abroad; hosting foreign visitors | Before export-controlled shipment/collaboration/visitor access | As needed / periodic refresh | Training Resources →Export Control overview |
| Research Security Training · Research Security Office | ||||
| Research Security Training (Combined Course): satisfies NSPM-33 / CHIPS Act First time: select “Research Security Training (Combined Course).” To stay current in later years: select “Research Security Training (Combined) Refresher.” | All faculty, staff, and students funded on federal awards. | Mandatory for all federal grant recipients beginning October 1, 2026. | Annual (within 12 months) | Add Course in CITI →Agency update & guidance |
| Proposal & Award Administration · SPO | ||||
| Sponsored Programs Essentials / Research Administration Overview | PIs and department C&G administrators (recommended) | Recommended before submitting proposals | N/A | View Trainings →Upcoming session dates |
| Cayuse SP / Subaward processing training | PIs & dept administrators managing subawards | Before preparing subaward proposals | N/A | Launch Course → |
Published September 2026. This matrix reflects institutional and sponsor training requirements at the time of publication and is reviewed periodically by the Office of Research; verify current requirements against active CITI course listings and sponsor guide notices before relying on this page for compliance certification.

