OSP Research Administrator Training

The OSP research administration training is designed for those working in department business offices who are responsible for, or involved with, the administration of sponsored awards.  A number of course offerings addressing sponsored projects related issues are available to both faculty and business office research administrators.

This module provides individuals with an understanding of Yale’s policies and procedures concerning the allowability and allocation of costs associated with sponsored awards.

To successfully complete this course, you’ll need to pass the Allocating Allowable Costs online quiz.

Quiz
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Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

Instructor-led and online training modules cover the same information.  Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.

All are welcome to Brown Bag sessions which cover hot topics and matters of interest to Yale’s research community.

If you would like to suggest a topic for a future Brown Bag session, please send your ideas to osp.trainings@yale.edu.

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Prerequisites: none
Audience: Those involved in the administration of sponsored projects

This module provides resources supporting effective clinical trial budgeting, describes associated costs, demonstrates how to prepare an internal budget, identifies hidden costs, describes elements of a sponsor’s budget, and describes post award activities related to payment and budget changes. 

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Prerequisite: None
Audience: Those involved in the administration of sponsored projects

This short video reviews the rules regarding mandatory cost-sharing, voluntary cost sharing, voluntary uncommitted cost sharing, in-kind/matching and charging effort commitments to an award. Note: This module must be launched in either Chrome or Firefox.  Video does not display properly in the Internet Explorer browser.

View the video (Self-paced video, approx 5 minutes.)
Prerequisite: None
Audience: Those involved in the administration of sponsored projects

This module provides training for the processing of both labor and non-labor cost transfers. Course objectives are to increase awareness and understanding of Federal regulations related to cost transfers, to provide a thorough understanding of Yale’s policies and procedures, and the process to properly and efficiently prepare, document, approve, and submit a cost transfer. 

To successfully complete this course, you’ll need to pass the Cost Transfer Principles online quiz.

Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

Instructor-led and online training modules cover the same information. Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.

This module is available to participants who are interested in learning more about the direct charging of administrative type costs to sponsored awards.  The learning objectives for this course are to increase awareness of Yale’s research policies and procedures, provide an understanding of when acceptable exceptions may exist, and provide information on how to appropriately document exceptions.

To successfully complete this course, you’ll need to pass the Direct Charging of F&A Costs online quiz.

Quiz
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Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

Instructor-led and online training modules cover the same information.  Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.

This module provides administrators with a thorough understanding of the principles of effort reporting including the life-cycle of effort reporting, policies, regulations, key terms and concepts. 

To successfully complete this course, you’ll need to attend class and pass the Principles of Effort Reporting quiz administered at the end of the class.

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Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

This online module explores Export Control Laws, the laws and regulations which prohibit the unlicensed “export” of certain technologies (information, software, materials and other items) to foreign entities. To successfully complete this course you’ll need to pass the Export Controls quiz, a link to the quiz can be found at the end of the online training course.

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Prerequisite: None
Audience: Those involved in the administration of sponsored projects

This module provides critical information for sponsored project administrators responsible for financial reporting and the close out of sponsored awards, including sponsor requirements and University processes supporting these functions.

To successfully complete this course, you’ll need to attend class and pass the Financial Reporting and Closeout quiz administered at the end of the class.

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Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

This module explains the restrictions involved when making foreign flight reservations that will be charged to federal awards, reviews how to avoid booking inappropriate flights, and provides tools and resources to help PIs and business offices remain compliant with the Fly America Act and Open Skies Agreements.

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Prerequisite: None
Audience: Those involved in the administration of sponsored projects
Quick Guide: Fly America Act and Open Skies Agreement

This one-day class provides a fundamental overview sponsored projects from proposal submission through award close and includes basic terminology, regulatory compliance, award negotiation, setup, reporting obligations, audits and overall aware management.

This class provides an excellent introduction for those new to the profession, and serves as an excellent review for those administering awards for years.

To successfully complete this course, you’ll need to attend class and pass the Introduction to Sponsored Project Administration quiz administered at the end of the class.

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Intro to SPA Acronyms
Prerequisite: none
Audience: Those involved in the administration of sponsored projects

This 2-session course is designed to introduce attendees to the IRES* PD module and is a combination of lecture and hands-on exercises. Topics covered include and overview of the IRES environment, and introduction to PD, proposal initiation & creation (system to system and non-system to system), basic and advanced budgeting, and overview of the certification and approval process, and proposal creation.  Participants will perform hands-on exercises and practice common PD tasks.

Prior to registering, check with your department’s Operation Manager and obtain permission to attend this course. Access to IRES is granted upon the completion of PD training which consists of 2 half-day sessions.

* IRES: Integrated Research Enterprise Solution

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Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects and need access to the IRES system

This short video reviews how to enter budget costs in the IRES PD system. (4.5 minute video)

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Prerequisite: None
Audience: Those involved in the administration of sponsored projects

This online course provides an overview of the IRES* Proposal Tracking (PT) environment including navigation, search functionality, and field definitions. Users are encouraged to open IRES PT and click along with the course to become familiar with navigating in the PT environment. This presentation will still be useful if you do not yet have PT access.  

* IRES: Integrated Research Enterprise Solution

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Prerequisite: None
Audience: Those involved in the administration of sponsored projects

This course is designed to provide DBOs (department business offices) with the information and tools needed to better understand the unique requirements of NIH Career Development Awards (CDAs), commonly referred to as “K” Awards. This course will cover the lifecycle of the proposal and K Award process, types of K Awards, effort requirements, RPPRs and more.

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    Prerequisite: Introduction to Sponsored Projects Administration
    Audience: Those involved in the administration of K Awards

This short video reviews the eligibility requirements for becoming a Principal Investigator (PI), including employee status, eligible ranks, required training, Patent Policy Acknowledgement Agreement (PPAA) certification, and required documents.  Note: This module must be launched in either Chrome or Firefox.  Video does not display properly in the Internet Explorer browser.

View the video (self-paced, approx 5-10 minutes)
Audience: Those involved in the administration of sponsored projects and interested in becoming a PI

This half-day session is designed to walk attendees through the principles of research compliance concentrating on what business administrators need to know about research involving animals, human research studies, conflict of interest, environmental health and safety, and export controls.

To successfully complete this course, you’ll need to attend class and pass the Research Compliance Principles for Administrators quiz administered at the end of the class.

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Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

This module provides a comprehensive understanding of Yales policies and procedures related to subrecipients and includes topics such as the roles and responsibilities of the PI and administrators throughout the subaward process, the difference between a subrecipient and a vendor relationship, the requirements for subrecipient monitoring, the processing of subrecipient invoices and where to locate resources to assist in the subaward process.

To successfully complete this course, you’ll need to pass the Subrecipient Basics and Monitoring online quiz.

Training materials are currently being updated to reflect Workday business processes and will be online again soon. If you have any questions contact: osp.trainings@yale.edu.

Quiz
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Preview the class presentation
Prerequisite: Introduction to Sponsored Projects Administration
Audience: Those involved in the administration of sponsored projects

Instructor-led and online training modules cover the same information.  Instructor-led sessions are designed for those who prefer an interactive learning environment and are interested in participating in class discussions. Feel free to ask questions and share relevant experiences in class.

This online module is designated for lab staff and lab staff managers identified by business offices as having a responsibility for purchasing goods and services for a sponsored award. It is designed to raise awareness of University and sponsor policies and regulations and introduce the attendee to tools that support the management of sponsored projects. Topics covered include roles and responsibilities, allowability of costs, allocating allowable costs, purchasing strategies, travel charges, and record retention.

To successfully complete this course, you’ll need to take the online training and pass the online quiz.

Quiz
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Prerequisite: None
Audience: Lab staff responsible for purchasing

Visit the Workday@Yale Sponsored Awards training website to view training materials related to sponsored award business processes performed in Workday.