Research Administration Brown Bag Series · Brown Bag Series November 2019. NortheasternUniversity...
Transcript of Research Administration Brown Bag Series · Brown Bag Series November 2019. NortheasternUniversity...
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Northeastern UniversityResearch Enterprise Services
Research Administration Brown Bag Series
November 2019
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Northeastern UniversityResearch Enterprise Services
Cost Share
NU-RES Portfolio Updates
NSF Training
FY20 Fringe Benefit Rate
Closeout
Limited Submissions
Routing T-Forms in ePAWS
Satellite Hours
Website Walk Through
NSF Research.gov Additional Functionality
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Cost Share• NU-RES has been working with colleges to update and clarify the cost
share documentation needed at the proposal / award acceptance
stages
• Remember this?
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Cost Share• NU-RES in collaboration with COE and COS reviewed methods of
collecting/documenting Cost Share info at time of proposal
• Provost Office supports a consistent method for Cost Share
documentation and reporting
• *NEW* Cost Share Approval Template
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Cost Share• The tool has multiple functions/macros for ease of entry
• For data collection, only the Cost Share Approval Tab info is
needed for GO Review/entry into Data Warehouse
• Users decide - manually fill this table, or utilize built-in macros
• Demo of Cost Share Template macros – Juan Carlos Hincapie COE
Project_Info
Project Information for Cost Share Approval
ePaws #Project Years
PI
Project YearProject Year Start DateProject Year End DateTotal Annual Project Year Cost Share AmountNEU Fiscal YearMos This Fiscal YearMos Next Fiscal Year
100
200
300
400
500
0
Enter ALL annual amounts - other information will populate
CostShare_Approval
ePaws #PICost Share TypeTotal Annual Project Year Cost Share AmountProject Year Start DateProject Year End DateCS Project YearNEU Fiscal YearNEU Fiscal Year Cost Share Cost # of Funding SourcesNEU Fiscal Year Cost This AccountSource Account NumberSource Account NameSource Account DepartmentCommentsApproved by (Full Name)Approval DateApproval email on File (Y/N)
Split Rows
Instructions for Using This Form: Each colored record in the table represents a project year1. All information is required. Start in Tab "Project_Info". Then switch to this Tab. Enter information in each field of the table, starting from left to right and from top to button (Do not edit formulas in cells highlighted gray)2. Column "J" contains the number of accounts to be used for cost sharing for each year. The button in Cell "J1" can be used to copy (split) rows after the number of accounts has been populated in cells below the buttion. To go back to 1 single source, change the number in the cells back to "1" and click the button again.3. When adding or removing accounts, make sure to update accurate account information 4. If applicable, manually adjust amount to be allocated to each account in Col “K” (default is set to equal amounts for each account: “NEU Fiscal Year Cost” ÷ “# of Funding Sources”5. When all information is completed, confirm that an email or signed document is in file to document approval for each account.. This template is intended to record stipulated cost share of two types:Voluntary Committed Cost share: Cost share outlined in NU’s proposal that was not required by the funding agency solicitation.Mandatory Committed Cost share: Cost share outlined in NU’s proposal because the funding agency solicitation required all proposals to include a cost share commitment. Note:When a cost share commitment is included in the proposal, it is considered to be a firm commitment and must be tracked accordingly. Therefore, NU-RES and the College must track and report on that cost share commitment. Accordingly, if cost share was included in the proposal, even if the sponsor did not require it, NU-RES will need a budget, including the accounts from which to transfer the funds, in order to ensure NU meets its obligation to the funding agency.Voluntary uncommitted cost share is cost share that your college did not have included in the proposal. This type of cost share is not formally tracked or report by NU-RES.
Export Data
Lists
Cost Share Type
Mandatory - Specific Amount/Percent
Voluntary Commitment from College
Project Years
1
2
3
4
5
Number of Funding Sources for Cost Share Approval
1
2
3
4
5
6
7
8
9
10
Is Approval Email on File?
Yes
No
Department Description
Accounting Group
American Sign Language
Applied Psychology
Architecture
Art + Design
Asian American Center
Barnett Institute
BCHS Office of the Dean
Bioengineering
Biology
CAMD-Office of the Dean
CCIS-Graduate
CENSSIS
Center for Applied Social Research
Center For Drug Discovery
Center For The Arts
Center for the Study of Sport In So
Chemical Engineering
Chemistry and Chemical Biology
City and Community Affairs
Civil and Environmental Engineering
COE-Graduate
College of Professional Studies
Comm Sciences & Disorders
Communication Studies
COS-Office of the Dean
CPS-Undergraduate Programs
CSSH-Office of the Dean
Ctr. Pharm-Biotech. + Nanomedicine
Cultures,Societies,& Global Studies
DMSB Finance Group
DMSB Office of the Dean
Economics
Education
Electrical and Computer Engineering
Engineering Office Of the Dean
English
Entrepreneurship and Innovation
Financial Aid
Game Design Program
Global Resilience Institute(GRI)
Graduate Affairs
Health Sciences
History
Human Services
Humanities Center
Information Technology Services-VP
Institute For Tissue Damage
Institute Hlth Equ Soc Justice Res
International Affairs
International Business and Strategy
International Study Programs
ITS System Services
Jewish Studies
Journalism
Khoury
Labor Market Studies
Law and Public Policy
Library-Office Of The Director
Library-Systems
Marine and Environmental Sciences
Marine Science Center
Marketing Group
Mathematics
Mechanical + Industrial Engineering
Media and Screen Studies
Mgt and Organizational Development
Music
Network Science Program
Office Of The Provost
Pharm & Hlth Systems Sciences
Pharmaceutical Sciences
Philosophy and Religion
Physical Therapy
Physician Assistant Program
Physics
Political Science
Provost Research
Psychology
Public Safety
Research Administration
Research Innovation
School for Public Policy/Urban Aff.
School of Criminology and CJ
School Of Law-Academic
School Of Law-Administration
School Of Nursing
School Of Pharmacy
Sociology and Anthropology
Stem
Supply Chain Information Mgt Group
Teaching & Learning Group
Technological Entrepreneurship
Theater
University Health and Counseling
University Scholars Program
VP For Student Affairs
World Language Center
Right-Click on any Row. Choose "Insert Table Rows Above" and Enter new Dep Name
CS Database
ePaws #PICost Share TypeTotal Annual Project Year Cost Share AmountProject Year Start DateProject Year End DateCS Project YearNEU Fiscal YearNEU Fiscal Year Cost Share Cost # of Funding SourcesNEU Fiscal Year Cost This AccountSource Account NumberSource Account NameSource Account DepartmentCommentsApproved by (Full Name)Approval DateApproval email on File (Y/N)
10004142Griffin, JacquelineMandatory - Specific Amount/Percent7,5324/1/203/31/21CS Y 120201,8832941685158BCH PT FlowMechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadJacqueline Griffin10/3/19Yes
10004142Griffin, JacquelineMandatory - Specific Amount/Percent7,5324/1/203/31/21CS Y 120201,8832941685158BCH PT FlowMechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadJacqueline Griffin10/3/19Yes
10004142Griffin, JacquelineMandatory - Specific Amount/Percent7,7584/1/213/31/22CS Y 220217,58833,779685158BCH PT FlowMechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadJacqueline Griffin10/3/19Yes
10004142Griffin, JacquelineMandatory - Specific Amount/Percent7,7584/1/213/31/22CS Y 220217,58833,779685158BCH PT FlowMechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadJacqueline Griffin10/3/19Yes
10004142Griffin, JacquelineMandatory - Specific Amount/Percent7,7584/1/213/31/22CS Y 220217,588330685158BCH PT FlowMechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadJacqueline Griffin10/3/19Yes
10004142Griffin, JacquelineMandatory - Specific Amount/Percent7,9904/1/223/31/23CS Y 320227,81617,816310118V. Sahney Start up Mechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadVinod Sahney10/3/19Yes
10004142Griffin, JacquelineMandatory - Specific Amount/Percent20235,99315,993310118V. Sahney Start up Mechanical + Industrial EngineeringPI salary, PI finge, Student finge, overheadVinod Sahney10/3/19Yes
10004419Mueller, AmyMandatory - Specific Amount/Percent6,9001/1/2012/31/20CS Y 120203,45013,450360644OH Return, MuellerChemical EngineeringMueller, Amy10/2/19Yes
10004419Mueller, AmyMandatory - Specific Amount/Percent7,0851/1/2112/31/21CS Y 220216,99216,992360644OH Return, MuellerChemical EngineeringMueller, Amy10/2/19Yes
10004419Mueller, AmyMandatory - Specific Amount/Percent7,2761/1/2212/31/22CS Y 320227,18117,181360644OH Return, MuellerChemical EngineeringMueller, Amy10/2/19Yes
10004419Mueller, AmyMandatory - Specific Amount/Percent20233,63813,638360644OH Return, MuellerChemical EngineeringMueller, Amy10/2/19Yes
10004161Maass, KayseMandatory - Specific Amount/Percent6,9401/1/2012/31/20CS Y 120203,47013,470310536Start-up: Maass, KMechanical + Industrial EngineeringPI salary & Fringe, Student fringeMaass, Kayse10/3/19Yes
10004161Maass, KayseMandatory - Specific Amount/Percent7,1481/1/2112/31/21CS Y 220217,04417,044310536Start-up: Maass, KMechanical + Industrial EngineeringPI salary & Fringe, Student fringeMaass, Kayse10/3/19Yes
10004161Maass, KayseMandatory - Specific Amount/Percent7,3631/1/2212/31/22CS Y 320227,25617,256310536Start-up: Maass, KMechanical + Industrial EngineeringPI salary & Fringe, Student fringeMaass, Kayse10/3/19Yes
10004161Maass, KayseMandatory - Specific Amount/Percent20233,68113,681310536Start-up: Maass, KMechanical + Industrial EngineeringPI salary & Fringe, Student fringeMaass, Kayse10/3/19Yes
10004159Hashmi, SaraMandatory - Specific Amount/Percent6,0611/1/2012/31/20CS Y 120203,03013,030310591Start up, HashmiCivil and Environmental EngineeringHashmi, Sara10/3/19Yes
10004159Hashmi, SaraMandatory - Specific Amount/Percent6,2421/1/2112/31/21CS Y 220216,15216,152310591Start up, HashmiCivil and Environmental EngineeringHashmi, Sara10/3/19Yes
10004159Hashmi, SaraMandatory - Specific Amount/Percent6,4301/1/2212/31/22CS Y 320226,33616,336310591Start up, HashmiCivil and Environmental EngineeringHashmi, Sara10/3/19Yes
10004159Hashmi, SaraMandatory - Specific Amount/Percent20233,21513,215310591Start up, HashmiCivil and Environmental EngineeringHashmi, Sara10/3/19Yes
Summary
Summary Cost Share Commitments by Department per NEU Fiscal Year
Cost Share Type(All)
Sum of NEU Fiscal Year Cost This AccountColumn Labels
Row Labels2020202120222023Grand Total
Chemical Engineering3,4506,9927,1813,63821,261
Civil and Environmental Engineering3,0306,1526,3363,21518,733
Mechanical + Industrial Engineering5,35314,63215,0729,67444,731
Grand Total11,83327,77628,58816,52784,725
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NU-RES Portfolio Update
• Welcome to Brooks Hill-Whilton, Contracts Officer
• Brooks will be taking over the industry agreements portfolio
• Grant & Contract Officer routine review and re-distribution
completed and effective 11/1
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NSF Training• Annual, required training for NU personnel participating on any NSF award
or administratively overseeing / supporting any NSF award (NSF Relevant
Employees) are required to complete the annual NSF Training requirement
• That means you!
• Online or in person options (in person includes free lunch)
• Online module can be accessed at: https://research.northeastern.edu/nu-
res/compliance/nsf-compliance/nsf-training/
https://nam05.safelinks.protection.outlook.com/?url=https%3A%2F%2Fresearch.northeastern.edu%2Fnu-res%2Fcompliance%2Fnsf-compliance%2Fnsf-training%2F&data=02%7C01%7Ca.humphrey%40northeastern.edu%7C871518642d424b9a303c08d75305ba3e%7Ca8eec281aaa34daeac9b9a398b9215e7%7C0%7C0%7C637069157074880143&sdata=3rbgeljisL4F%2BrqVVHqSAlTgoaGqT54K3R%2F%2B2AN4VsY%3D&reserved=0
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NSF Training• Remaining in-person sessions are listed below. Sign up by emailing
• NSF Live Trainings• Monday, November 25, 2019 12:00 PM – 2:00 PM 340 Curry• Monday, December 2, 2019 12:00 PM – 2:00 PM 340 Curry• Monday, December 16, 2019 12:00 PM – 2:00 PM 340 Curry• Wednesday, December 18, 2019 12:00 PM – 2:00 PM 340 Curry• Wednesday, January 08, 2020 12:00 PM – 2:00 PM 344 Curry• Monday, January 13, 2020 12:00 PM – 2:00 PM 340 Curry• Thursday, January 23, 2020 12:00 PM – 2:00 PM 344 Curry• Monday, January 27, 2020 12:00 PM – 2:00 PM 340 Curry
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FY20 Fringe Benefit Rate
Fully Benefited Employee 25%Temp/Part-Time Employee 7.65%
• This change has been made in Banner starting November 2019 for the first monthly payroll run and going forward
• Begin using this rate in proposals and award obligation budgets immediately
• The rate agreement is still pending with CAS and will be released when available
• Please note that there will not be a retroactive adjustment processed for July-October for the variance
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Closeout Process
• NU-RES went through Kaizen team building project over the
summer
• Two mixed teams comprised of NU-RES admin and finance staff
• Leaders: Kelly Basner and Morgan Fielding
• Final SOP on Closeout Project webpage• https://research.northeastern.edu/nu-res/lifecycle-management/closeout-project/
https://research.northeastern.edu/nu-res/lifecycle-management/closeout-project/
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Limited Submission• Limited Submissions go through Research Development (Karen
Drew’s Office)
• Please ensure faculty follow process so they are not disappointed if
they have a submission and it is declined because the institution
submitted its proposals
• https://www.northeastern.edu/resdev/limited-submissions/
https://www.northeastern.edu/resdev/limited-submissions/
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Routing T-Forms in ePAWS• Some instances where SRA agreement and T-form are routed in
ePAWS with the proposal and not emailed to the mailbox
• These are two separate workstreams managed by two different
systems, one electronic and one manual
• Please email the agreement T-Form to [email protected]
• You are welcome to also upload to ePAWS, but it does need to go to
the mailbox in order to be logged, the GOs do not log the agreements
mailto:[email protected]
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Satellite Hours• Per request, we have added the NU-RES representatives to the
calendar for the satellite hours, so you know who will be at which
office hours
• Tuesdays – moved from Cabot Team room to Curry 336 starting 11/19
• See https://research.northeastern.edu/nu-res/events/month/
• Would it be helpful to send out a meeting invite on the list serv?
• Not be updated with the representative names
• Linked to the calendar and you can click through to see the names
https://research.northeastern.edu/nu-res/events/month/
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Website walk through• Tour of the new NU-RES website
• https://research.northeastern.edu/nu-res/
• Shortcut: neu.edu/nu-res
https://research.northeastern.edu/nu-res/
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Website walk through
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NSF Research.gov Additional Functionality• Effective 10/28/19 - enhancement to simplify submission of proposals
with subawards
• Proposals in progress can be easily changed from a collaborative
submission with subs to a non-collaborative, and vice versa
• Can be done after a proposal has been initiated (but not yet submitted)
• See email sent to listserv 11/4/19 and on NU RES News website
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Thank You!
Happy Thanksgiving!
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