Research Administration Series

The Research Administration Series is designed specifically for those involved with the administration of sponsored programs, processes and requirements.

Human Resource Services collaborates with Sponsored Programs Services, the Office of Research Operations and Support and the Office of Internal Audit to make this series possible. Previous sessions of these courses are available as a videostreamNote: Viewing of the videostreams will not be reflected on your HRS training history.

2016-2017 Schedule

Last updated: 4/03/2017

Printable ScheduleHow to Enroll in Instructor Led Training  |  How To Track Progress

Research Administration Update

September 9, 2016 | 9:00-11:30 am

Presented by: Heather Lopez, Dan Nordquist and Kim Small

This course provides an update into new and emerging issues related to award processing and management at WSU. It is intended for those new to research administration as well as those needing to brush up on emerging issues. Topics include new forms and availability of online entry and processing, information on improved databases and workflow processing, and policy and procedure updates.

Course Materials: None

Enroll in upcoming session

Life Cycle of a Sponsored Project

September 30, 2016 | 10:00-12:00 pm

Presented by: Diane Rathbun, Kim Small

This course provides an overview of the grant process and highlights the roles of the principal investigator, the department administrator, the Office of Research Operations and Support and Sponsored Program Services.

Course Materials: Presentation Notes | PowerPoint Presentation | Sponsored Research | Flowchart

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Budgeting for Sponsored Projects

October 21, 2016 | 9:00-11:00 am
Repeated February 24, 2017 | 9:00-11:00 am

Presented by:  Mathew Michener and Erin Rice

This course defines sponsored projects and explains how they differ from other activities. The focus of the class is the allowability of costs, with an emphasis placed upon OMB Circulars A21 and A110, and direct costs vs. facilities and administrative costs. Specific aspects of estimating costs, cost categories, and types of budgets are addressed and opportunities to practice basic budget exercises is included.

Course Materials: Presentation Notes | PowerPoint Presentation | Handout | Practice Budget Questions
If you are attending this training, please bring a laptop to participate in the interactive budget practice portion.

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Proposal Submission, Review and Acceptance

October 28, 2016 | 9:00-11:00 am

Presented by: Lourana Swayne and Maureen Bonnefin

This workshop provides insight into the proposal submission process including application kits and physical requirements of proposals along with the internal policies and procedures of the Office of Research Operations and Support.

Course Materials: Presentation Notes | Powerpoint Presentation | Handout | Sample RFP

Enroll in upcoming session

Ins and Outs of Contracts

November 18, 2016 | 9:00-11:00 am

Presented by: Jessica Smith-Kaprosy and Diane Rathbun

This course covers issues that are unique to contracts including contract basics, WSU’s standard research agreement, hot topics associated with contracts, and contract close-out.

Course Materials: Presentation Notes | PowerPoint Presentation | Examples

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Effort Certification and Cost Sharing

December 9, 2016 | 9:00-11:00 am

Presented by: Anke Moore and Kim Small

This workshop describes cost sharing, when it must be documented and reported, and why the federal government requires it. The effort certification form will be discussed in detail and tips for processing these forms at the departmental level will be provided.

Course Materials: Presentation Notes | PowerPoint Presentation | Handout | BPPM References

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Research Compliance Overview

January 13, 2017 | 9:00-11:00 am

Presented by: Mike Kluzik

This class provides an overview of the major regulations that affect research. Topics to be addressed include human subjects, biological materials, animals, conflicts of interest, export controls and others. The Presidential Committees that oversee these areas of research will also be discussed.

Course Materials: Presentation Notes | PowerPoint Presentation | Assurances and References Resource

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January 27, 2017 | 9:00-10:00 am

Presented by: Derek Brown and Anke Moore

This course describes the who, what, where and when of subcontracting, as well as  WSU’s Subrecipient monitoring plan and A-133 requirements.

Course Materials: PowerPoint Presentation | Presentation Notes | OGRD Guildeline 22

Enroll in upcoming session

Award Administration Part One: The Basics and
Award Administration Part Two: The Forms

February 10, 2017 | 9:00-11:00 am

Presented by: Brian Dentler

The first two sections of the four-part series dealing with how to administer an award focus on:

– The rules and regulations regarding expenditures imposed by various external and internal entities
– Sponsored Project Activity Request (SPAR), Expense Transfer Request (ETR)
– Self-sponsored Research/Conference account Request (Sideways Form)
– Expense Assignment Actions (EAA, justification for retroactive transfers only)
– The Subcontract request form

Course Materials: Part One PowerPoint Presentation |Part One Presentation Notes | Part One Supplemental Materials
Part Two PowerPoint Presentation | Part Two Presentation Notes | Part Two Supplemental Materials

Enroll in upcoming session (One enrollment covers both courses)

Award Administration Part Three: Audits and Audit Issues

March 10, 2017 | 9:00-11:30 am

Presented by: Heather Lopez

A presentation by a representative of the Internal Audit Office is provided in this section, highlighting high risk areas and tips on how to protect the department.

Course Materials: Presentation Notes | PowerPoint Presentation

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Award Administration Part Four: Balances, Facts & Data Warehouse

March 24, 2017 | 9:00-11:30 am

Presented by: Kim Small

The ultimate objective of this final section of the series is to demonstrate how to use BALANCES, FACTS, and the Data Warehouse to minimize the need for a separate ancillary system.

Course Materials: Handout | Balances Training | Data Warehouse Access

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Understanding Facilities and Administration Costs

April 7, 2017 | 9:00-11:00 am

Presented by: Karen Breese and Matthew Michener

This course provides insight into the purpose and use of facilities and administrative costs charged to sponsored projects. It address the importance of collecting those costs and Washington State University’s policy on exceptions to sponsors.

Course Materials: Presentation Notes | PowerPoint Presentation | Supplemental Materials

Enroll in upcoming session

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