LSA RESEARCH ADMINISTRATION

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LSA RESEARCH ADMINISTRATION

• Requesting and Funding Cost Sharing
• Peggy Westrick
• June 18, 2008

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• A good Research Administrator manages the
  research process in the department. (RESIN Draft
  Handout 1)

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LSA Research Administration Cost Sharing

• Reasons to cost share
• Sponsor requires it
• The budget is capped
• Fund new initiatives
• Increase the infrastructure
• Show effort
• Other ideas?

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LSA Research Administration Cost Sharing

• Reasons NOT to cost share
• Takes funds from the General Fund when it isnt
  clear they are needed
• Complicates the management of the budget
• Equity the have and have nots
• Other ideas?

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LSA esearch Administration Cost Sharing

• What is Mandatory Cost Sharing(page 49 LSA Budget
  Policy ManualHandout 2)?
• Sponsor requires it
• What is non-Mandatory (page 49 LSA Budget Policy
  Manual) ?
• Agreed upon amount but dont mention it to
  sponsor
• When does Non-mandatory becomes mandatory?
• Sponsor doesnt require it but youve put it in
  the budget or science.

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LSA Research Administration Cost Sharing

• Fellowships Topping Off Awards and Fringe
  Benefits (Handout 3)
• Required but not mandatorymight seem like a
  contradiction
• How to fundSalary on Sponsor shortcode including
  FBs which causes a deficit.
• (Budget Manual page 31Handout 3)

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LSA Research Administration Cost Sharing

• Requesting Salary Cost Sharing (Handout 4)
• Faculty defines amount of effort needed to
  accomplish project (see effort calculator).
• Department makes the commitment from faculty
  members 50 allocated to departmental
  research/scholarship.
• If enough effort is not available from their
  research/scholarship allocation a discussion
  around teaching buyout might be appropriate.

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LSA Research Administration Cost Sharing

• Funding Salary Cost Sharing (Method oneHandout
  5)
• PAN arrives with two shortcodessponsor and Cost
  Sharing Holding Account shortcode (CSHA)
• Appointment worksheet uses the CSHA shortcode
  for faculty salary as appropriate (percent
  committed to sponsor)
• CSHA shortcode goes into a deficit
• Department funds project grant from LIREG right
  away so that balances in LIREG arent overstated

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LSA Research Administration Cost Sharing

• Funding Salary Cost Sharing (Method oneHandout
  5)
• Here is how the Fringe Benefits work for Method
  one
• If the salary is correctly appointed to program
  codes CSTSH or LIREG fringe benefits will be
  expensed to the department id (and project
  grant). As a part of the monthly back-end
  process, the deans office will (systematically)
  fund or cover the expense (to the penny) via a
  general fund transfer. The system process looks
  at all expenses associated with the fringe
  benefit accounts and the salary related program
  codes (in this case CSTSH and LIREG) to ascertain
  the correct amount for the transfer. Any other
  expenditures hitting CSTSH (ie, equipment,
  supplies, etc.), wont be impacted as the
  process will only fund expenses related to fringe
  benefits. 

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LSA Research Administration Cost Sharing

• Funding Salary Cost Sharing (Method two-Handout
  6)
• When PAN arrives use the CSHA shortcode for non
  salary cost sharing
• Ask Fin Ops to open a new shortcode using LIREG
  as the program code (see example)
• Deficit will roll-up at year end into LDBAL
• Exception is when the project ends mid-year as
  Fin Ops wont want to wait for year-end to close
  out the project.

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LSA Research Administration Cost Sharing

• Requesting General Cost Sharing (Handout 7)
• Submit two weeks prior to sponsor deadline via
  eGIF
• If a multi-unit submission show the contributions
  from the relevant participants
• Attach required documents so a complete review
  can take place
• College contacts OVPR if appropriate (only
  requests at least 30,000)

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Research Administration Cost Sharing

• Funding General Cost Sharing
• PAN arrives with CSHA project grant
• Make all your charges against that CSHA project
  grant.
• Ask all contributors to send their commitment to
  the CSHA project grant

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LSA Research Administration Cost Sharing

• Requesting Training Grant Cost Sharing (Handout
  7)
• Request Rackhams portion through John Godfrey
• Submit request two weeks prior to sponsor
  deadline via eGIF
• Show expected shortfall for LSA
• Attach required documents so a complete review
  can take place

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LSA Research Administration Cost Sharing

• Funding Training Grant Cost Sharing
• PAN arrives with project grant (cost sharing
  doesnt show up as it is non-mandatorycaused by
  deficit)
• Make all your charges hit against the assigned
  project grant.
• Yearly, take actual tuition and gradcare
  shortfalls
• Ask all contributors to send their commitment to
  the appropriate project grant

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LSA Research Administration Cost Sharing

• Requesting Industrial Cost Sharing (Handout 7)
• Submit two weeks prior to sponsor deadline via
  eGIF
• Attach required documents so a complete review
  can take place
• Show that the sponsor is being requested for half
• Determine the balance needed and input into eGIF

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LSA Research Administration Cost Sharing

• Funding Industrial Cost Sharing
• PAN arrives with CSHA project grant
• Move all the appropriate expenditures to the CSHA
  project grant.
• Ask all contributors to send their commitment to
  the CSHA project grant

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LSA Research Administration Cost Sharing

• Requesting cost sharing through eGIF
• https//www-a1.lsa.umich.edu/eGif/
• What does the departmental signature mean?
• That all applicable documents and budget as
  required are included in proposal and the
  department supports the PI carrying out the
  research as proposed in the budget.
• That all required commitments are addressed
  either as a commitment or in the notes section.
  Your signature indicates your willingness to
  contribute the departmental share of the funding.

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Research Administration is about good
managementResources

• eGIF https//www-a1.lsa.umich.edu/eGif/
• LSA Funding Sources http//www.lsa.umich.edu/lsa/r
  esearch/funding/sources/
• DRDA/OVPR Cost Sharing rules
• http//www.research.umich.edu/funding/UM_sources/o
  vpr_cost_sharing.html
• LSA Finance Team Budget Policy Manual (under
  College Budget and Finance Policies)
• http//www.lsa.umich.edu/lsa/facultystaff/budget/