dom fund manager meeting february 19, 2015. efm visit ► fund closeout workgroup
TRANSCRIPT
DOM Fund Manager DOM Fund Manager MeetingMeeting
February 19, 2015February 19, 2015
EFM VisitEFM Visit
►Fund Closeout WorkgroupFund Closeout Workgroup
Total Direct Cost vs. Direct Cost Total Direct Cost vs. Direct Cost CeilingCeiling
►Total Direct Cost Total Direct Cost = UCLA DC + Sub DC + = UCLA DC + Sub DC + Sub F&ASub F&A
►DRA’s signature authority is based on TDCDRA’s signature authority is based on TDC►TDC can be found on page 3 of the detailed TDC can be found on page 3 of the detailed
budget, Item G. Direct Costsbudget, Item G. Direct Costs If this amount is greater than $500,000 then DOM DRA If this amount is greater than $500,000 then DOM DRA
cannot review/submit. The proposal MUST go to OCGA.cannot review/submit. The proposal MUST go to OCGA.
►Direct Cost Ceiling Direct Cost Ceiling = UCLA DC + Sub DC= UCLA DC + Sub DC►Sole purpose of this is to not penalize a PI for Sole purpose of this is to not penalize a PI for
collaborating outside his/her own institutioncollaborating outside his/her own institution►Refers to any DC ceiling amount listed in a PA/RFA Refers to any DC ceiling amount listed in a PA/RFA
for detailed budgets, and all modular budgetsfor detailed budgets, and all modular budgets
Total Direct Cost vs. Direct Cost Total Direct Cost vs. Direct Cost CeilingCeiling
Cayuse/S2S Common Review Cayuse/S2S Common Review CommentsComments
► Co-PICo-PI is not an NIH recognized role. is not an NIH recognized role.► Key PersonsKey Persons::
Should be listed in Alpha Order. (Use blue sort arrow)Should be listed in Alpha Order. (Use blue sort arrow) Position/Title in Profile does not match BioSketch.Position/Title in Profile does not match BioSketch. When using non-UCLA email addresses, please When using non-UCLA email addresses, please
confirm this information is correct.confirm this information is correct.
► Facilities and Other ResourcesFacilities and Other Resources Recommend including a sub-header for “Scientific Recommend including a sub-header for “Scientific
Environment”Environment”
►AppendixAppendix: Confirm appendix material is : Confirm appendix material is allowable as per NIH policy allowable as per NIH policy NOT-OD-07-018
► EPASS RemarksEPASS Remarks: Include “Submitted via DOM : Include “Submitted via DOM DRA”DRA”
DOM 3 Day Policy►Due 3 business days prior to the Sponsor Due 3 business days prior to the Sponsor
due datedue date►This also includes “soft” deadlines, such as This also includes “soft” deadlines, such as
continuous submission datescontinuous submission dates►Any exception to policy should be requested Any exception to policy should be requested
in advance in advance via email to DOM DRA with via email to DOM DRA with justification for Dr. Fogelman’s approvaljustification for Dr. Fogelman’s approval
►Proposals submitted to DOM DRA for review Proposals submitted to DOM DRA for review should be in its final, ready to submit formshould be in its final, ready to submit form
►Please reiterate to your PIsPlease reiterate to your PIs
NIHNIH UpdatesUpdates►NIH Late Submission Policy:NIH Late Submission Policy:
NOT-OD-15-039 2-week window of consideration2-week window of consideration Not applicable to RFAs that state in the due Not applicable to RFAs that state in the due
date field: “No late applications will be date field: “No late applications will be accepted for this Funding Opportunity accepted for this Funding Opportunity Announcement”Announcement”
A Cover Letter MUST be included, A Cover Letter MUST be included, explaining the delay in submissionexplaining the delay in submission
Note: Note: Continuous Submission only applies to Continuous Submission only applies to R01s, R21s & R34s with standard due datesR01s, R21s & R34s with standard due dates
NIHNIH OffsetOffset►Grants Policy Statement:Grants Policy Statement:
If the GMO determines that some or all of the unobligated If the GMO determines that some or all of the unobligated funds are not necessary to complete the project, the GMO funds are not necessary to complete the project, the GMO may restrict the grant’s authority to automatically carry may restrict the grant’s authority to automatically carry over unobligated balances in the future, use the balance to over unobligated balances in the future, use the balance to reduce or reduce or offsetoffset NIH funding for a subsequent budget NIH funding for a subsequent budget period, or use a combination of these actions.period, or use a combination of these actions.
►NIH NOA will state “Less Unobligated NIH NOA will state “Less Unobligated Balance” in Section I, and describe the Balance” in Section I, and describe the Offset in Section IV.Offset in Section IV.
►NOT to be confused with Carry Forward!NOT to be confused with Carry Forward!► Very common in T32s where carry forwards Very common in T32s where carry forwards
are generally not approved/allowed.are generally not approved/allowed.
New Fund Manager Manual New Fund Manager Manual ChaptersChapters
►New NIH Biosketches►How to calculate 9/12 academic salary
in budgets►Coming Soon…Graduate Tuition/Fees Coming Soon…Graduate Tuition/Fees
and when/how to calculate the correct and when/how to calculate the correct amount for your proposal budgets.amount for your proposal budgets.
New NIH BioSketchesNew NIH BioSketches
►My NCBI demoMy NCBI demo My Bibliography vs. Other CitationsMy Bibliography vs. Other Citations Creating the URL for the My Bibliography Creating the URL for the My Bibliography
link required in the new BioSketchlink required in the new BioSketch
ERSERS
►DOM ERS Statistics:DOM ERS Statistics: OverOver 99%99% certified! certified! 207207 reports are currently reports are currently OVERDUEOVERDUE!!
► Please make every effort to get your Please make every effort to get your remaining open reports certified as soon as remaining open reports certified as soon as possible.possible.
► Reminder: Reminder: Every overdue report is a potential Every overdue report is a potential audit disallowance!audit disallowance!
Research Administrators Forum►Every 2Every 2ndnd Thursday of each month Thursday of each month►10-11:30 am10-11:30 am►Louis Jolyon West Auditorium (NPI Louis Jolyon West Auditorium (NPI
Auditorium) – Room C8-183 Semel InstituteAuditorium) – Room C8-183 Semel Institute►Sign up for to be on the listserv to receive Sign up for to be on the listserv to receive
notifications notifications To subscribe: Send an e-mail to:
[email protected]. The subject line and body of the e-mail can be blank.
Research Administrators Research Administrators ForumForum
►OCGA – use [email protected] OCGA – use [email protected] to send ALL proposal packagesto send ALL proposal packages All proposals that will be submitted by OCGA All proposals that will be submitted by OCGA
need to be submitted 5 business days prior to need to be submitted 5 business days prior to deadlinedeadline
All internal documents from proposals that All internal documents from proposals that have been submitted by DOM DRAhave been submitted by DOM DRA
PI & Fund Manager should receive immediate PI & Fund Manager should receive immediate acknowledgement from Intake Teamacknowledgement from Intake Team
Research Administrators Research Administrators ForumForum
►EFM – Single Fund # ExceptionEFM – Single Fund # Exception All awards must meet ALL 4 criteriaAll awards must meet ALL 4 criteria
1)1) CF not allowed or restrictedCF not allowed or restricted
2)2) Annual close out requiredAnnual close out required
3)3) Monthly invoice requiredMonthly invoice required
4)4) Payment basis = cost reimbursementPayment basis = cost reimbursement
OR all T32 grantsOR all T32 grants
►RAPID close out new reportsRAPID close out new reports Detailed warning & unallowableDetailed warning & unallowable Expense & Payroll After End Date only includes Expense & Payroll After End Date only includes
doc & earned dates outside project perioddoc & earned dates outside project period
Training OpportunitiesTraining Opportunities
►DOM Weekly FM Training Winter/Spring 2015 DOM Weekly FM Training Winter/Spring 2015 semester begins Tuesday, Feb. 24semester begins Tuesday, Feb. 24thth
►OCGA Master Calendar Training ScheduleOCGA Master Calendar Training Schedule►Gift Handling TrainingGift Handling Training
Wednesday, April 15, 2015Wednesday, April 15, 2015 James West Alumni CenterJames West Alumni Center Two Sessions:Two Sessions:
►Morning: 10:00 AM – 12:00 PMMorning: 10:00 AM – 12:00 PM►Afternoon: 1:30 PM – 3:30 PMAfternoon: 1:30 PM – 3:30 PM
Need to RSVP to attend.Need to RSVP to attend.
Next BioBasics Lay SeminarNext BioBasics Lay Seminar
Amy Waterman, PhDAmy Waterman, PhDAssociate Professor of Medicine, Associate Professor of Medicine,
Division of NephrologyDivision of Nephrology
Transplant Research and Education Center Transplant Research and Education Center (TREC)(TREC)
Tuesday, March 31, 2015Tuesday, March 31, 2015
12:00 PM – 1:00 PM12:00 PM – 1:00 PM
Room 53-105 CHSRoom 53-105 CHS
Lunch is provided, so get there early!Lunch is provided, so get there early!