Research Administration Training and Education: October 2019 classes

Research Administration Training and Education (RATE) is offering four classes in October 2019.RATE connects research administrators and others working in support of the research mission with a variety of learning experiences and resources.

RATE Effort Certification & DHHS Salary Cap Refresher

Rate Effort Certification & DHHS Salary Cap Refresher
Tuesday, October 8, 2019
1 to 3 p.m.
Rood Family Pavilion, room B 1215

This drop-in session is offered before the Effort Certification deadline so that Department Effort Coordinators can bring statements they would like to discuss with OHSU’s Institutional Effort Coordinator.

Who should attend?

  • Department Effort Coordinators (DECs)
  • Any Department Administrators who work closely with DECs to accurately report effort and get it certified.
  • Especially for DECs who have issues or questions about their effort statements.

How will you benefit?

  • Identify your role and responsibilities for this process.
  • Gain understanding of the DHHS salary cap, one of the more complicated aspects of effort certification.
  • Become familiar with the tools and resources necessary to stay in compliance with this requirement.
  • Confirm that your department’s certifications will be approved the first time they’re submitted.

If you can’t make it to this drop-in session date, you are welcome to schedule phone, Skype, or in-person one-on-one meetings with the Institutional Effort Coordinator, Hope Asana, to work through any questions or issues.

InfoEd: for Submissions

InfoEd: for Submissions
Tuesday, October 22, 2019
8:30 a.m. – noon
BICC room 122

InfoEd’s Proposal Development module is required for preparing and submissions that go through the Office of Proposal and Award Management (OPAM). The electronic Proposed Project Questionnaire (ePPQ) is completed within InfoEd for both and submissions.

Walk step-by-step through the process of creating and routing an NIH R01 proposal in this hands-on computer lab course. Learn to prepare and route non-R01 proposals as well. After building the proposal, you will learn to complete and appropriately route an electronic Proposed Project Questionnaire (ePPQ).

Who should attend?

Anyone in the Research Mission who submits  proposals and/or ePPQs.

Prerequisite: RATE InfoEd Overview


Clinical Trials 1: Pre-Award Administration

Clinical Trials 1: Pre-Award Administration
Tuesday, October 22, 2019
1:00 – 3:00 p.m.
Rood Family Pavilion (RPV) Room B 1215

There are many elements unique to managing clinical trials funding. It is essential to develop a thorough understanding of all key components in the financial life cycle of clinical trials and use key tools for successfully planning and managing these finances. This course addresses pre-award considerations.

Topics Covered:

  • OHSU policies and guidance relating to a clinical trial budget.
  • Clinical trial budget preparation.
  • Payment schedules of industry sponsored clinical trial.
  • Set-up of accounts such as OGA and Industrial accounts.
  • Third party payer approvals.


Participants are required to have completed eCRIS Training before registering for this class. ​​

Who should attend?

  • Administrators in Clinical Research departments
  • Clinical study coordinators
  • Clinical research administrative staff
  • Anyone planning, coordinating, or managing industry clinical trials finances

How will you benefit?

  • Address unique budgeting issues associated with clinical trials
  • Set up accounts and procedures for appropriate charging
  • Discern the difference between awarded amount and the budget


Essentials of Grant Administration (EGA)

Essentials of Grant Administration
Tuesday, October 29, 2019
Tuesday November 5, 2019
Tuesday November 12, 2019
1:00 – 4:00 p.m.
Rood Family Pavilion (RPV) Room B 1215

Essentials of Grant Administration provides a comprehensive overview of grant administration at OHSU from the very first steps of finding funding all the way to publishing and close-out. A number of topic experts help paint the big picture of grant administration in this course.

Topics Covered:

  • Searching for funding
  • Basic budget preparation
  • Just-in-time requests
  • Research Integrity compliance and approvals
  • NIH policy & Uniform Guidance
  • OPAM forms, reporting requirements, and close-out
  • Public access and publishing

Who should attend?
Any member of the Research Mission who in some way supports federal grant administration.

Three 3-hour sessions over three weeks (9 total classroom hours), offered semi-annually.

Coming In November 2019

Essentials of Grants Administration parts 2 and 3

Tuesday, November 5 & 12, 2019
Rood Family Pavilion, room B 1215
Learn more and enroll via Compass

RDA 101: Introduction to Research Administration

Thursday, November 7, 2019
Bancroft Building, Room 131
9:30 – 11:30 a.m.
Learn more and enroll via Compass

Clinical Trials 2: Post-Award Financial Administration

Thursday, November 21, 2019
Rood Family Pavilion (RPV) Room C 1205
1:30 – 3:30 p.m.
Learn more and enroll via Compass