Dear Research Administrators,
We wanted to take a moment to remind you about the upcoming training opportunities. Please see below for details and how to register.
ECRT Basics Training
Date/Time:
Thursday, January 28th, 2021, 1:30pm - 3:00pm. Live webinar/systems demo via Zoom
Description:
This course will introduce department administrators to effort reporting and the electronic effort reporting and certification system (ecrt), which allows Principal Investigators and Faculty to certify their effort on federally-sponsored projects. This course will cover the following:
- Introduction to effort and effort reporting
- ecrt roles and responsibilities
- Workflow for certification by Principal Investigators and/or Faculty
- Workflow for Grants Managers to review and monitor and overall management of certifications during certification periods
- Best practices during the pre-certification review period
- Workflow for Primary Effort Coordinators to monitor the process of certifications in their departments and assign roles and overrides as needed
*Please note that this session will include system demos that will first cover Grant Manger responsibilities. The last 30 mins of the session will be devoted to Primary Effort Coordinators and will cover the additional aspects of the systems their role needs to utilize.
Intended Audience: ecrt Basics training is intended for Grant Managers with responsibility for assisting their faculty during the effort reporting process as well as anyone in the Primary Effort Coordinator role. This is a great opportunity for new ecrt users as well as for existing users who want a refresher.
Recommended Pre-Work: Review of the University wide Effort Reporting Policy.
Registration:
Please register for these sessions through the Harvard Training Portal.
The Sponsored Cost Allocation Methodology Info Session
Dates/Times:
Monday, February 8th, 2021, 1:00pm - 2:00pm. Live webinar/systems demo via Zoom / Tuesday, February 23rd, 2021, 11:00am - 12:00pm. Live webinar/systems demo via Zoom
Description:
Formally part of the Sponsored Expenditures Guidelines (appendix B) The Sponsored Cost Allocation Methodology guidance was developed to help administrators oversee and monitor sponsored funds. The Cost Allocation Methodology info session will focus on the following topics:
- Allocation Methodology Criteria
- Documentation requirements
- Allocation Methodology Best Practices
- Acceptable vs Unacceptable Methodology (examples)
This session aims to help participants establish fundamentals, and provide resources demonstrating common methodology and application examples. By offering these resources, we are deepening our collective knowledge base around cost allocation methodology, thereby benefitting administrative oversight of sponsored funds.
Audience:
Anyone working with Sponsored Funds
Registration:
Please register for this session through the Harvard Training Portal
Updates to the Procurement Policy
Date/Time:
Monday, February 22nd, 2021, 2:00pm - 3:00pm. Live webinar/systems demo via Zoom
Description:
Get a preview of the revised Procurement Policy effective January 1, 2020. This session will provide an overview of updates to the Procurement Policy.
Updates include:
- An increase of the micro purchase and small purchase threshold
- Debarment requirements when using federal or cost-share sponsored funds.
- The revised version of Vendor Justification Form (VJF)
- The work-flow in Buy to Pay as it relates to sponsored funding
- Following an overview of the updates, we plan to reinforce this new information through a few case studies.
This session is being held by the Financial Policy Office and Office for Sponsored Programs.
Audience:
This session is open to all in the sponsored research community.
Registration:
Please register for this course through the Harvard Training Portal.