Core Curriculum Pre-Award

Below are classes recommended for research administrators that prepare, review and submit grant applications. 

Core Curriculum: Pre-Award

An Overview of Cost Sharing Policy

An Overview of Cost Sharing

This course introduces the basics of Harvard University's Cost Sharing Policy as it applies to federal and non-federal funds.

An Overview of Effort Reporting

An Overview of Effort Reporting (SPH - online)

This course provides an overview of the Harvard Chan School's effort reporting policy. Topics covered include:

  • Risks posed to Principal Investigators, faculty members, and the institution if federal effort reporting requirements are not met
  • How federal regulations drive the University's effort reporting policy and procedures
  • Committed effort and "reasonable estimates"
  • The responsibilities of administrators, PIs and faculty members, and researchers and lab staff with regards to effort reporting and certification

Chart of Accounts

Chart of Accounts is an introduction to the Harvard Chart of Accounts (CoA) course and provides a framework for understanding the basic University accounting structure.  It is also recommended (but not required) that people attend this class prior to taking classes on financial systems.

Cost Principles and Direct Costs on Sponsored Awards

Cost Principles and Direct Costs on Sponsored Awards

This online course discusses the types of costs that may occur on sponsored projects and the principles in the OMB Uniform Guidance that govern those costs on federal awards. As a learner, you’ll also play the role o a grant manager in multiple scenarios throughout the course, gaining practice in applying these principles to evaluate specific costs proposed by a Principal Investigator. 

Federal Travel Regulations

Federal Travel Regulations

This online course reviews key aspects of the federal travel regulations related to sponsored travel.


Financial Oversight of Sponsored Funding

Financial Oversight of Sponsored Funding - What Researchers Need to Know/ (online)

This course discusses aspects of compliance related to spending sponsored funds, and highlights areas of oversight that can be challenging for researchers.

Introduction to Export Controls

Introduction to Export Controls (online)

This 30-minute course provides administrators and researchers with an introduction to export control laws and regulations, and how they may impact University research activities. 



International Collaboration & Activities Approval Training

International Collaboration & Activities Approval Training  

In preparation for the implementation of new questions in GMAS to consolidate the collection of information related to international collaborations, activities, and resources, this training session is offered specifically to focus on the role of the Central Office Reviewer.  The objectives of the session are to provide Proposal Reviewers with the knowledge needed to: 

  • Recognize the importance of each international component 
  • Understand responsibilities as “Central Reviewer” in the overall process 
  • Advise clients with the identification and entry of internal components in GMAS

Introduction to ROPPA

Introduction to ROPPA is an overview of Harvard’s policy on Responsibilities of Purchasers, Preparers, and Approvers (ROPPA).   It is mandatory for employees who purchase goods and supplies and approve these expenses on the University’s behalf.


Introduction to Sponsored Projects

Introduction to Sponsored Projects

Provides a high-level overview of key concepts related to sponsored programs administration at Harvard.

Introduction to the Uniform Guidance

Introduction to the Uniform Guidance This online course is intended as a primer on the OMB Uniform Guidance, including key changes in the Guidance and how Harvard is managing those changes.

REACH Foundations 101

REACH Foundations 101

Provides a comprehensive understanding of the administration of sponsored research projects at Harvard from proposal to closeout, and introduces key resources for the further development of participant knowledge and expertise.

Ethics and Accountability

Ethics and Accountability

Ethics and Accountability

Course description :In this dynamic workshop, you will explore the world of fiduciary responsibility and internal controls. Specifically, you will walk away with a clear understanding of your roles and responsibilities in protecting the University's resources while promoting an environment consistent with the University's values and objectives.

Some of the key points you will explore include:

  • Fiduciary Responsibility: what it means, why it is important, and how it applies to your everyday work activities
  • Internal Controls: what they are, why they are important, and how to achieve an effective control environment

Fraud and the Workplace

Fraud and the Workplace

Course description In its 2014 report on occupational fraud and abuse, the Association of Certified Fraud Examiners (ACFE) estimated that a typical organization loses 5% of revenues each year to fraud, representing a projected total global loss of almost $3.7 trillion. With FY14 operating revenue of $4.4 billion, Harvard is not immune to the risk of fraud, but is it a typical organization?

Using a combination of case studies, recent examples of fraud in the higher education sector and group discussion, this course seeks to raise awareness of the potential for fraud, to discuss the indicators of fraud and to outline the steps to take if you suspect fraud.

Whistleblowing Policy Course

Whistleblowing Policy Course  This course provides a general overview of the University's Whistleblowing policy as well as links to related policies and resources.

Systems and Tools Training

GMAS Basics and Requests

GMAS Basics and Requests

Course description : The GMAS Basics and Requests training is intended for individuals in departments who are responsible for creating or reviewing proposals for routing to central sponsored submitting offices, and individuals from central offices who are responsible for entering or reviewing proposal data in GMAS.Audience: Staff who create or review proposals for routing to central sponsored submitting offices, and staff from central offices who enter or review proposal data in GMAS.
Pre-Requisites: Access to GMAS (Grants Management Application Suite)


WASABI Training


This online class is an overview of the Wasabi system that covers the modules, reports and resources. It is mandatory for all new users of Wasabi. In order to get a completion status for this class, you must complete the quiz at the end of the sessions. The sessions are broken down into approx. 10 min. segments, so that you can review a segment, take a break and then go back to the class. The total time to complete all segments and the quiz is approx. 1 hour, 10 minutes

Systems & Tools

Conflict of Interest Disclosure Statement (COI) (PIN-enabled)

GMAS - Grants Management Application Suite

GMAS (Grants Management Applications Suite) A university-wide, web-based system for managing sponsored funding. GMAS is used to maintain proposal, award and subcontract data, activate accounts and monitor spending and approvals. It is also an online repository for storing grant-related documents.  For more help, please consult GMAS User Resources.

Registering for an NSF Account

PROPOSALS: YOU MUST HAVE AN ID to submit proposals to the NSF and conduct other award-related activities using NSF systems.

  • New NSF Registration: To register for a new NSF account you must register using the Harvard University DUNS (082359691). Even though the Harvard Chan School is listed as a potential organization, the School's profile is no longer in use: Therefore, the SPA Office will not have access to the proposal and will not be able to submit. The proposal application will have to be redone using the correct Harvard University DUNS (082359691) profile.
  • New Harvard Chan users; You must register using the Harvard University DUNS (082359691) and obtain the proper role (such as Pi/co-PI*)
  • Existing NSF user registration Affiliated with a different Institution, including Harvard Chan: You must check to make sure the listing is Affiliated with, and has the proper role* under Harvard University DUNS (082359691) (not Harvard Chan) before submitting proposals. Once the role is granted, if given a PI/co-PI role, the investigator will need to take certain steps and input information to finish completing registration.
  • Subcontracts: Both individual PIs and institutions need to be registered in, so if you are working with a subcontractor, you should confirm that the institution and sub PIs are also properly registered.

See Register for an NSF Account to Begin Using FastLane and to follow the step-by-step process to create a new NSF account: Remember you must register using the Harvard University DUNS (082359691).

Preparing Your Application Using ASSIST (NIH)

Preparing Your Application Using ASSIST (NIH)


The Application Submission System & Interface for Submission Tracking (ASSIST) system is used to prepare and submit grant applications electronically to NIH and other Public Health Service agencies. Check out this step by step guide for using ASSIST.

On this page you can preview process for:

  • Single-project Application
  • Multi-project Application
  • Navigating ASSIST Screen


WASABI – A Harvard T.H. Chan School of Public Health custom application designed for detailed budgeting of sponsored accounts, journal transactions and creation and approval of payroll actions. The Wasabi Basics class is required for all new SPH Wasabi users. Wasabi Hands-on Lab sessions ae also available to demonstrate features of Wasabi modules.

Please register for Wasabi class on the Harvard Training Portal.  Search for "wasabi" to see a listing of all classes.


Workspace Overview   

Workspace is the standard way for organizations or individuals to apply for federal grants in Workspace allows a grant team to simultaneously access and edit different forms within an application. Plus, the forms can be filled out online or offline — your choice.