Upcoming Training Opportunities

 

Dear Research Administrators,

We wanted to take a moment to let you know about some upcoming training opportunities. Please see below for session details and how to register.

ECRT Basics Training

Date/Time/Format: September 7th, 2022 / 1:00pm-2:30pm / Live Virtual Training

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.

Cost Transfer Level II Training

Date/Time/Format: September 13th, 2022 /11:00am- 12:30pm / Live Virtual Training

Description: This Cost Transfer session will focus on the role of the Cost Transfer Authorized Approver. The class will include a review of Harvard's Cost Transfer Policies and Procedures, the responsibilities of approvers, identifying requirements and best practices for approval, and cost transfer resources. Attendees will participate in group discussions and work through examples and case studies.

Audience: Anyone Responsible for review and approval of cost transfers.

Pre-Requisites: Review the Cost Transfer Policy, Complete the Intro to Cost Transfer online course (Required).

Registration: Please register for this session through the Harvard Training Portal.

Financial Award Management I

Date/Time/Format: September 26th, 2022 /1:00pm- 3:00pm / Live Virtual Training

Description: This course was developed to help research administrators effectively apply cost principles to manage sponsored awards. In this session participants will:

  • Utilize internal financial systems (GMAS, HART) to confirm compliance to sponsor terms and internal policies
  • Take appropriate steps to review, analyze, and, in cases of non-compliance, move costs. 
  • Identify the differences between journals and cost transfers

Audience: Research Administrators, Grant Managers, Research Portfolio Managers
Registration: Please register through the Harvard Training Portal.

Financial Award Management II: Analyzing Cost Principles

Date/Time/Format: October 19th, 2022 /1:00pm- 3:00pm / Live Virtual Training

Description: This course incorporates activities and case studies to help participants think through complex questions regarding allowability of costs on federal awards and how non-compliance with cost principles can lead to audit findings. We will also consider how internal controls plays a role in ensuring cost principles are applied when charging federal awards. Activities include budget analysis, allowability Q&A, and an audit case study.
Learning Objectives:
  • Apply cost principles to ensure responsible spending
  • Identify and interpret appropriate policies and guidelines to ensure expenditure compliance
  • Anticipate problematic costs to prevent audit findings

Audience: Research Administrators
Pre-Requisites: We strongly recommend Cost Principles and Direct Costs on Sponsored Awards (University-wide) for participants. Please note, this course is not foundational and achieving objectives is based on participation.

Registration: Please register through the Harvard Training Portal.