RAE Video Series

The following Research Administration Essentials (RAE) videos were developed from the original recorded REACH 101 training sessions. Each video addresses a topic that spans the sponsored award life cycle and is essential to research administration.

Select each video title below to view the course in HTP:

ASSIST Demo for NIH Proposals

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Description: Are you developing or submitting a proposal to the National Institutes of Health (NIH)? This short 11-minute video will provide a high-level overview to orient you to ASSIST - NIH's online proposal development system. 

Learning Objective:

  • Recall basic navigation and functionality of ASSIST

Award Receipt and Setup

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Description: This 90-minute online course provides a high-level overview of the account set-up process in GMAS.

Learning Objectives:

  • Describe the just-in-time process and define at-risk accounts
  • Identify award terms and conditions and applicable sponsor regulations
  • Analyze specific award components to inform account set-up and structure
  • Identify key elements of an Action Memo

Closeout and Audit

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Description: This 60-minute online course provides a high-level overview of the three key components of Closeout: 1) Non-financial Deliverables, 2) Financial Deliverables, and 3) Account String Disabling and Segment Closeout in the General Ledger as well as Best Practices for Award Closeout and Closeout Roles & Responsibilities. The training also reviews Internal Controls and Audit Preparation. Finally, participants will learn about Risk Management & Audit Services (RMAS) and its role with regards to Sponsored Programs. 

Learning Objectives:

  • Navigate the award closeout process 
  • Describe the basics of internal and external auditing  
  • Connect award management to audit preparedness
  • Describe the role of RMAS with regards to sponsored programs

Developing Budgets for Sponsored Awards

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Description: This 60-minute online course provides a high-level overview of the cost principles and their impact on the budgeting process. 

Learning Objectives:

  • Define the cost principles and describe their implications on the budgeting process
  • Discern the differences between direct and indirect costs
  • Identify the differences between budgeting for federal and non-federal sponsors
  • List budget categories and differentiate between the line items
  • Explain the relationship/congruence between budget, budget justification, and scope of work

 

Effort Reporting and Certification

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Description: This 26-minute online course provides a high level overview of Effort Reporting and Certification.

Learning Objectives:

  • Identify effort reporting requirements 
  • Recognize how effort is certified 
  • Define ECRT Roles

 

Financial Forecasting and Projections

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Description: This 100-minute online course provides a high-level overview of Financial Forecasting focusing on best practices, projection strategies, and systems support. 

Learning Objectives: 

  • Apply various techniques to develop financial projections using Excel templates
  • Utilize financial forecasting to inform pre-award activities
  • Communicate the financial analysis to the PI/research team

 

GMAS Demo for Post-Award

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Description: This 30-minute online course provides a high-level overview of financial award management in GMAS.

Learning Objectives:

  • Recall Basic navigation and functionality of GMAS
  • Utilize GMAS for financial analysis of funds

GMAS Demo for Proposals

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Description: This 5-minute online course provides a high-level overview of creating an initial proposal request in GMAS. 

Learning Objective:

  • Identify the steps for creating an initial proposal request using GMAS.

HART Demo for Post-Award

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Description: This 15-minute online course provides a high-level overview of financial award management in HART. 

Learning Objectives:

  • Recall the basic navigation and functionality of HART
  • Utilize HART reporting for financial analysis of funds

Internal Approvals: FCOI and Participant Agreements

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Description: This 20-minute online course provides a high-level overview of internal approvals with focus on FCOI and Participation Agreements. 

Learning Objectives:

  • Identify internal approvals types and when they are needed
  • Define participation agreement best practices 
  • Define financial conflict of interest best practices

Overview of IRB and IACUC Approvals

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Description: This 8-minute online course provides a high-level overview of IRB and IACUC approvals.
Learning Objective: 

  • Identify criteria that determines whether a proposal requires IRB and IACUC approval.

PI Dashboard

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Description: This 20-minute online course provides a high-level overview of financial award management in PI Dashboard.
Learning Objectives:

  • Recall the basic navigation and functionality of PI Dashboard
  • Utilize the PI Dashboard for financial analysis of funds

Progress Reporting

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Description: This 20-minute online course provides and high level overview of progress reporting. Demos of NSF and NIH RPPRs are included. 

Learning Objectives:

  • Identify federal and nonfederal sponsor systems for proposal submission
  • Define roles and responsibilities
  • Utilizes resources for system guidance and support

Proposal Elements

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Description: This 55-minute, high-level introduction to proposal development at Harvard includes an overview of sponsor guidelines and program solicitations, resources, checklists and timelines, and a review of common proposal documents. This course is designed for individuals who are new to proposal development or new to proposal development at Harvard. This course should be supplemented with other Harvard and manager delivered trainings that provide more in-depth instruction on specific proposal development documents and elements. There is a focus on NSF and NIH proposals, but the course remains relevant for all proposals/funders. 
Learning Objectives:

  • Utilize a program solicitation to identify key proposal submission requirements
  • Identify institutional resources and policies to support proposal development
  • Recognize Sponsored Guidelines for submitting proposals

 

Proposal Review and Submission

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Description: This 15-minute online course provides a high-level overview of the proposal review and submission process.

Learning Objectives:

  • Identify necessary review components to ensure proposal compliance  
  • Demonstrate awareness of the proposal submission process at the department, school, and central office levels.

 

Provost Review Criteria

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Description: This 10-minute online course provides a high-level overview of provost review criteria

Learning Objective:

  • Identify criteria that determine whether a proposal requires Provostial review.

 

Special Provisions: Sponsor Approval and ICAA

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Description: This 20-minute online course provides a high-level overview of special provisions that may require sponsor approval with focus on International Collaboration Activities (ICAA).

Learning Objective:

  • Identify additional necessary approvals based on the proposed scope of work. 

Sponsor Systems for Pre-Award

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Description: This 50-minute online course reviews best practices for accessing and using external sponsor systems for proposal submission.

Learning Objectives:

  • Identify federal and nonfederal sponsor systems for proposal submission
  • Define roles and responsibilities for proposal submission
  • Utilize resources for system guidance and support

 

Sponsor Terms and Cost Principles

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Description: This 60-minute course provides an overview of key sponsored research terms and cost principles. It explains how to analyze a Notice of Award to locate terms and conditions and allowability and clarifies how to determine allowability of costs as direct charges to sponsored awards. The training also reviews Harvard's Responsibilities of Purchasers, Preparers and Approvers (ROPPA) policy and clarifies the importance of systematic documentation.  

Learning Objectives:

  • Analyze award notices to locate terms and conditions on cost principles and allowability
  • Determine allowability of costs as direct charges to sponsored awards
  • Discuss the importance of systematic documentation and the effects of non compliance
  • Implement knowledge of ROPPA and cost principles

 

Subrecipient Monitoring Overview

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Description: This 15-minute online course provides a high level overview of subrecipient monitoring at Harvard. 

Learning Objectives:

  • Define subrecipient monitoring
  • Identify resources and best practices for subrecipient monitoring

 

Subrecipient Monitoring Toolkit

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Description: This 5-minute mini-course provides a high-level overview of the Subrecipient Monitoring Toolkit.

Learning Objective:

  • Identify the basic navigation and functionality of the Subrecipient Monitoring Toolkit

All previously posted Research Administration Essentials videos can also be found under the RAE Category in HTP.

For questions about the RAE video series, please contact christyne_anderson@harvard.edu.