“WE’RE NOT IN KANSAS ANYMORE!”
‐ Dorothy
6/26/2012
Introductions
y Panda Powell
y powellp@uncw.edu, Phone: 2‐3167
y John Finn
J h Fi
y finnj@uncw.edu, Phone: 2‐7562
6/26/2012
Overview
y Life cycle of a grant
y Budget revisions
y Allowable costs
6/26/2012
In this session you may expect to hear about
hear about
y Payroll
y Independent Contractors
y Sub‐awards (sub‐contracts)
y Tuition
ii
y Equipment/supplies
y Travel
T
l
y Questions ?
6/26/2012
Thanks for coming
y For those new to grant finances y For a refresher on grant procedures
6/26/2012
Life cycle of a grant
y Proposal y Award A
d y Setting up a banner fund y Spending appropriately Spending appropriatel y Covering overages
y Fiscal reporting y Closing the account 6/26/2012
Allowable costs
y Allowed by the sponsor
y Allocable to the project
All bl t th j t
y Reasonable and prudent costs
6/26/2012
Grants Vocabulary
y 915000 – salaries and wages
y9
918000 ‐ benefits
y Travel – 920100 – domestic; 902000 – participant travel
y 921000 – Contracted Services
y 920000 – Purchased Services
y 930000 – Supplies
y 960000 ‐ Tuition
y Indirect Costs / F&A
6/26/2012
Salaries
y Do you have salary budgeted?
y Contract and grant salaries are NOT encumbered in banner
y Who is tracking salaries on your grant?
6/26/2012
HR forms
y Students
y Graduate
y Undergraduate
y Faculty – summer only
y Temporary EPA
T
EPA
y Temporary SPA
y HR Website: http://www.uncw.edu/hr/
HR W b it htt //
d /h /
y Supplemental Pay y http://uncw.edu/hr/documents/HROnline/HR1.35‐
http://uncw edu/hr/documents/HROnline/HR1 35‐
FirstSteps&Step‐by‐Step.pdf
6/26/2012
Independent Contractors
y Do you have independent contractors budgeted?
y Process:
y Independent Contractor PUR1.40 and uShop
y Performance Contract Template
p
y Written contract is required y
y
for Purchasing
f OSP
for OSP
More information: www.uncw.edu/Purchasing/independent.html
/
g/
p
6/26/2012
921000 Contract for services v. 921000 Contracted Service S b
Subcontract
y Are you paying an individual?
A i i di id l?
y Are you paying a company?
6/26/2012
Tuition
y Required form FIN 1.10
y Send to Grant Officer of record if grant funded
S d t G t Offi f d if t f d d
y Sometimes allowable – check your 960000 budget line y Rates are limited to current UNCW tuition/fees
y Tuition period must be within grant period
6/26/2012
Travel
y Foreign travel is approved by Grant Officer of record for grant
y Must be in proposal or have written approval from sponsor prior to submitting travel request in E‐Travel
y Please include grant purpose in comment section of travel authorization
6/26/2012
Equipment and Supplies
y Grants must follow purchasing guidelines
y Sole source justification
y Items less than $1,000 and useful life of 1 year or less can be charged to 930000 supply budget line
y Please check budget in banner before keying in Pl
h k b d i b
b f k i i requisition in uShop
y Grant Officer of record approves all equipment pp
q p
requests via uShop approvals
6/26/2012
Budget Revisions
y Need email from PI
y How much
y From what budget line(s)
y To what budget line(s)
y For what purpose
y Fund number
y Sponsor approval may be required depending upon terms of agreement
6/26/2012
Planning
y Check banner often for available budget
y HR deadlines
y Sponsor deadlines
y No‐cost extension request deadline
y Budget revision request deadline
B d i i d dli
6/26/2012
Who handles what in OSP/ORS
y Proposals –
Proposals Grant Development Specialist
y Internal Forms – Grant Officer
y Banner Fund numbers – Grant Officer
y No‐cost extensions – Grant Officer
y Subcontracts – John Finn
y Budget revisions – Grant Officer
y Independent Contractors – Grant Officer
y Contracts for services –
Contracts for services Grant Officer y Equipment approvals – Grant Officer
y Allowable costs Allowable costs – Grant Officer
6/26/2012
Conclusion Conclusion
y There
There’s a lot to remember
s a lot to remember
y CONTACT US EARLY
y CONTACT US OFTEN
6/26/2012
OSP C t t i f
ti
OSP Contact information
Panda Powell, Director of Sponsored Programs
Hoggard Hall Room 177
powellp@uncw edu powellp@uncw.edu Phone: 2 3167
Phone: 2‐3167
J
John Finn, Financial Compliance Officer
,
p
Hoggard Hall Room 178
finnj@uncw.edu Phone: 2‐7562
Marc Maus, Grant Officer
Cameron Hall Room 240
mausm@uncw.edu Phone: 2‐3649
•6/26/2012
OSP C
I f
i
OSP Contact Information Kimberly McKoy, Grant Officer
Dobo Hall Room 122A
mckoyk@uncw.edu Phone: 2‐7853
Patty Fox, Grant Officer
McNeill Hall Room 1059
C t f M i S i
Center for Marine Science Room 1121
R
foxp@uncw.edu
Phone: 22131
Cheryl Nichols, Accounting Associate
Hoggard Hall Room 179
nicholsc@uncw.edu
Phone: 27361
y http://www.uncw.edu/ors/sponsored.html
6/26/2012
Questions??
6/26/2012