1. RAPPORT Grants Product
Department Research Administrator Training Session

2. Training Session Outline
Overview of Major Changes
Proposal & Simple Budget Demo
Post-submission/Pre-Award Functionality
Award Overview & Demo
Hands-on Session

3. Major Changes Overview
My InBox
Displays Records Requiring Your Attention or Action
Department Access for All DRAs in Your Area
No More Adding Colleagues to Every Proposal!
No More Adding DRAs as Award Readers!
Budget Module in Proposals and Awards
Detailed Budget Line Items

4. Pre Award Changes Overview
Routing Changes
Parallel PI Routing Approval
Ancillary Review for Fiscal Office
Budget Module
Maps to SF424 – Both Detailed & Modular Formats
Cost Share Budget Data Capture
SF424 Documents
All Documents Uploaded in SF424

5. Post Award Changes Overview
OGA Review Tab in Awards
Allows DRAs to see PTAEO
Post Award Communication in RAPPORT
Send
Request Award Modification
Budget Reconciliation – Ancillary Review
Awards
Modifications

6. Post-submission/Pre-award Overview
New Activities – Status & Communication Tracking
Just in Time (JIT) Request
Grants Officer Requests in RAPPORT
Department Research Administrator (DRA) Responds
Request Advance Account
Department Research Administrator Requests
Sponsored Research Manager (SRM) Responds

7. Routing Your Proposal
Submit to Department for Review = Routing Activity

9. S2S Proposals – Routing Steps
Since All Documents are Uploaded in the SF424, the SF424 Application Must be Created before Routing:
Click Create-Update SF424
Select Budget Form (Detailed/Modular)
Click OK
After Create-Update SF424 is Executed the Following Activities are Available:
Upload Routing Documents to SF424 (Abstract, Justification)
Access SF424 (one-click SF424 access)

10. Choose SF424 Budget Form

11. Upload Routing Documents to SF424

12. One Click to Access SF424

13. Validating the SF424

14. From SF424 to FP

15. Budget Features Institutional Rates Automatically Populated
Fringe Rates & F&A Research Rate
Ability to Modify as Needed
IDC Base & Requested Amount Calculated
Budget module does the math for you
Salary Cap Automatic Calculation
Choice to inflate cap in out years or not

16. Budget Functionality Detailed Budget for All Proposals
Enter ALL Named Proposal Personnel in Proposal
Import Named Personnel into Budget
Add TBD Personnel in Budget Module ONLY
Type of Effort & Salary Entered is DIFFERENT
Subaward Budgets Uploaded or Entered in Budget Module

17. Personnel Entry & Import
Budget
Proposal
ALL Named Personnel
Import Named
Add TBD

18. Manual Entry Directs/Indirects
Funding Proposal
Modular Yes/No
Project Periods
Budget
Detailed Entry
Line Item Flexibility
Subaward Budget
Import RR SUB Budget
Manual Entry Directs/Indirects

19. Proposal Demo

20. Salary Calculation Example
Person
Per Month Salary
Type of Effort
Academic,
Off Term
Salary Calculation Amount
Percent Effort
Month Effort
Salary Request
Heather
$20,000.00 12
Months
$240,000.00
8.333% 1
$20,000.16
Renee 11
$220,000.00
9.091%
$20,000.20
Tom 10
$200,000.00
10.000%
Kevin 9
$180,000.00
11.111%
Jill 7
$140,000.00
14.286%
$20,000.40
Sherrie 5
$100,000.00
20.000%
Bill 3
$60,000.00
33.334%
Lisa 2
$40,000.00
50.000%
PI Nine %

22. JIT Request in RAPPORT Just in Time (JIT) Request
Grants Officer Sends JIT Request in RAPPORT
Outlook Notification is sent to PI
FP Appears in DRA My Inbox
FP State = JIT Response Required
DRA Executes Submit JIT Response to OSP
FP Appears in Grants Officer My Inbox
FP State = Pending Sponsor Review Award Anticipated

23. Advance Account Request in RAPPORT
DRA Executes Request Advance Account in RAPPORT
Outlook Notification is Sent to SRM
At Risk Flag = Yes on FP Workspace
SRM Reviews Request
If Approved, Advance Account is set up in OGA
Outlook Notification is Sent to DRA
Comment Logged in Proposal Containing OGA String

24. Advance Account Request

26. Post Award Changes in Detail
Searching & Filtering Awards
Additional Tabs
Award Workspace
New Activities & Functionality
Request Award Modification
Active Awards
Budget Reconciliation – Submit Ancillary Review
Awards
Modifications

27. Searching & Filtering Awards

28. OGA Review All Awards Awards in Review Award Mods Active Awards
Draft Awards
Subawards ID
Title
Name
PI Last Name
PI (Last Name)
State
PI First Name
Sponsor
Dartmouth PI
Status
Sponsor Award ID
Direct Sponsor
Specialist
OGA Project
Start Date
Award Approver
Subrecipient
OGA Award
End Date
Admin Contact
Award Segment
OGA Task
Date Modified
OGA Org

29. Award Workspace

32. Submit Request Modification

33. DRA Award Budget Review

34. DRA Budget Review

36. DRA MOD Budget Review Similar Process to Award Budget Review
Modifications Located on Award Workspace

37. ~ Hands-on Practice Session ~
Now it’s your turn!
~ Hands-on Practice Session ~