DGA Community Meeting

February 14, 2012

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DGA Community Meeting: AgendaFebruary 14, 2012

Agenda Item Discussion Leader

Welcome and Introductions Moira Kiltie

New RIGE Team Members Moira Kiltie

Updated F&A Rate, SPS Application and the UO Distribution of Funds

Moira Kiltie

Pre-Award General Updates Analinda Camacho

Post-Award General Updates Marisa Zuskar

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Welcome and Introductions

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New RIGE Team Members

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Pat JonesAssociate Vice President for

Business and Research Finance

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Newly Negotiated F&A Rate

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Newly Negotiated F&A Rates

Negotiated as of December 8, 2011:

• New rates are effective beginning FY2013 (July 1, 2012)

Project Type Current Rate New Rate

Research (On-campus) 42% 45%

Research (Off-campus) 26% 26%

Instruction (On-campus) 53% 59.4%

Instruction (Off-campus) 26% 26%

Other Sponsored Activities (On-campus) 29% 30.7%

Other Sponsored Activities (Off-campus) 23.8% 24.3%

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Application of New F&A Rates

New Proposal Submissions:

• Start Date Prior to July 1: Use OLD Rates

• Start Date After to July 1: Use NEW Rates

Existing Awards:

• Use the rate in effect at the time the award was made throughout the competitive segment

Pending Proposals:

• Federal Proposals already submitted with a start date after July 1 should use the new rates

• Proposals submitted prior to the publishing of the updated rates with a start date after July 1, will be further reviewed in RIGE and a joint action plan is being developed

• Work with your SPS SPA Team to rebudget as needed8

Distribution of F&A Across Campus

Rents4%

Physical Plant9%

Library3%

General Administration

27%

Research and Faculty Supprt

57%

FY2011 F&A Allocation

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Pre-Award General Updates

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Pre-Award General Updates

Major Sponsor Updates and Changes to Know

• Cost of Living and Inflationary Adjustments

• NIH Salary Cap

EPCS Training

Updated QRC

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Post-Award General Updates

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Post-Award General Updates

Cost Transfer Training Highlights and Process Changes

• Cost Transfers: Processing and Compliance training was held on February 2nd

• Feedback?

• Another Session will be offered on February 29th – Please Join!

Cost Transfer Process Changes

• New changes to the Cost Transfer Process with be effective this week

• New Cost Transfer Justification Form (Old form will be accepted through the end of February)

• New definition of “Late” – 90 days after the month end close of the original posting month

• Justification form is required for ALL “Late” Cost Transfer – Debits and Credits

• SPS is “raising the bar” on what will be accepted as justifications13

Post-Award General Updates

GTF Appointments and Allowability & Cost Share

• In the new budget model – there are only two circumstances when a GTF appointment and remission pay can be different Cost Share (Specific items of cost proposed) Unallowable Costs per Sponsor recommendations

• The Cost Share examples should be at a minimum Think about Cost Share requirements and the budget model

when developing project budgets

• PRFs for a split charge need to indicate the reason for the split charge in the Remarks section

• PRFs MUST have SPS SPA Approval indicated on the form via a SPA signature

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Example PRF Scenario:• Graduate Student is working 100% on Grant A• Tuition (UO Remission costs) is unallowable on the award• Call and verify with your ORSA Post-Award SPA Tuition is unallowable• Complete the PRF:

Post-Award General Updates

General Updates

Open Discussion & Questions

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