#  Upcoming Training Opportunities 

 





March 22, 2023

 

 

 Dear Research Administrators,

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

##  Cost Transfer Level II Training

 **Date/Time/Format:** April 5th, 2023 /10:30am- 12:00pm / Live Virtual Training

 **Description:** This 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 transfering costs on or off of Sponsored Awards.

 **Pre-Requisites:** Review the Cost Transfer Policy, [Complete the Intro to Cost Transfer online course](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/leclassview/dowbt000000000002987) (Required).

 **Registration:** Please [register for this session through the Harvard Training Portal.](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/leclassview/virtc000000000018079)

##  Procurement Policy Info Session

 **Date/Time/Format:** April 12th, 2023 /1:00pm- 2:00pm / Virtual Training

 **Description:** This session will provide an overview of the Procurement Policy. This session utilizes partially recorded content and live instruction/Q&A.  
\*Please note: Part of this training will show a previously recorded session that will be stopped periodically throughout to answer questions live.\*  
Topics include:

- The micro purchase and small purchase threshold
- Debarment requirements when using federal or cost-share sponsored funds.
- Requirements for when to complete the Vendor Justification Form (VJF)
- The work-flow in Buy to Pay as it relates to sponsored funding
- Q&A

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.  
**Pre-Requisites:** Participants should review the Sponsored Procurement Webpage resources:- [Finding the Funding Instrument](https://web.microsoftstream.com/video/e8a1fbba-2d37-4eb8-957a-57bccb46b783) (video; login required)
- [The 5 Ws of the Debarment Form](https://web.microsoftstream.com/video/e1615a46-c7c1-4ada-9b1a-40b16ee47361) (video; login required)
- [The 5 Ws of the Vendor Justification Form](https://web.microsoftstream.com/video/e83f1b2d-267d-4fd2-bc28-7cc615191d0d) (VJF) (video; login required)
- [Introduction to ROPPA](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/leclassview/dowbt000000000003020) (University-wide)

 **Registration:** Please [register through the Harvard Training Portal](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/leclassview/virtc000000000019496).

##  Audits: Request and Documentation (University-wide)

 **Date/Time/Format:** April 26th, 2023 / 1:00pm-2:15pm / Live Virtual Webinar

 **Description:** This session is for research administrators who would like to gain knowledge of audit requests and what actions are needed when you are audited. We will cover the work flow of audits, the types of audit requests one may receive as well as requested documentation to support costs. During this presentation, we will demonstrate differences in work flow and documentation requested between U.S. audits and International audits through examples. This will provide foundational knowledge and begin to advance participants understanding in how to approach an audit request.

 **Audience:** Research Administrators

 **Registration:** Please [register for this session in the Harvard Training Portal](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/leclassview/virtc000000000019497).

##  Financial Award Management I

 **Date/Time/Format:** May 4th, 2023 /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](https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/leclassview/virtc000000000019514).