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H ow toG etYourProposal Funded Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

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Page 1: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Managing Your Grant

Roberta TeliskaVice President for Sponsored Programs OperationsThe Research Foundation of SUNYOctober 6, 2008

Page 2: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Mission and Services

The Research Foundation supports the advancement of education, research and discovery at the State University of New York

The RF supports faculty as they conduct original research that extends the boundaries of human knowledge and drives economic development

Core service is sponsored programs administration

Page 3: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

The RF is Separate from SUNY

The Research Foundation is a private, nonprofit corporation

Established in 1951The RF’s relationship to

SUNY is defined by an agreement signed in 1977

Page 4: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Leadership

The RF is governed by a board of directors composed ofFaculty Campus and system administratorsBusiness and industry representatives

The chancellor of the University serves as chair of the board ex officio

Page 5: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Volume of Activity

In fiscal year 2008, the RF managed approximately $784.3 million in grants and contracts from federal and state governments, corporations and foundations

Supported more than 7,600 campus-based research and training programs

Provided jobs to approximately 17,400 individuals

Page 6: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Sponsored Programs Volume by Sponsor Type (FY 2008)

Page 7: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Corporate Structure

RF offices at 30 SUNY state-operated campuses across New YorkUniversity CentersComprehensive CollegesMedical Centers Technical Colleges

Central office in Albany

Page 8: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Corporate Structure

Campus RF offices conduct day-to-day administration of sponsored programs, including:Pre-award supportHuman resources, payroll and

benefitsPurchasing and accounts payableSome reporting activitiesInteract with principal investigators

Page 9: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Why a Research Foundation?

Provides infrastructure to ensure compliance with federal and state regulations and sponsor terms and conditions

Independence and administrative flexibility to respond quickly to the special demands of sponsored programs

Page 10: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Why a Research Foundation?

Meets needs not easily accommodated through state processesPre-fund expenditures prior to sponsor

reimbursementFlexibility to employ project staff within the

project start and end dates Timely purchase of supplies, equipment,

reimbursement of travel costsSubcontract to third parties for special

servicesTimely billing of sponsors for paymentTimely submission of sponsor-required

financial reports

Page 11: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Sponsored Program Lifecycle

Page 12: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Principal Investigator (PI) Responsibilities

PI responsibilities:Carry out approved scope of workSubmit required technical reports on

timeEnsure expenditures charged to the

award are allocable to that programAcknowledge federal support of the

program in publications relating to the project (if applicable)

Page 13: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Online Tool

The RF provides an online tool to help you review your award budget, expenditures, and balance

RF Quick View is available on the RF web portal – www.rfsuny.org

Page 14: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Pre-award Activities

Finding funding opportunities for facultyProvide help in the preparation of

applications and proposals to sponsoring agencies

Ensure accuracy of budget informationEnsure University assets are verified and

approved for inclusionSubmit applications by deadlinesAccept awards and negotiate contracts

Page 15: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Post-award Activities

Establish an account in the RF business system so that expenditures may be processed

Hire personnel and load payroll information to the business system

Process forms for employee benefitsProcess purchase orders for supplies

and equipmentMake vendor and travel payments

Page 16: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Post-award Activities

Tag and record (inventory) equipmentComplete effort reporting Bill and collect payments from sponsors

for expenditures incurredSubmit financial reports to sponsorsDisclose inventions and file for patentsClose the account once all deliverables

have been met and final payment received

Page 17: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Facilities and Administrative (F&A) Costs The total costs of research

include both direct and indirect (F&A) costs

F&A costs are institutional costs incurred as a project is being conducted but are not project specific. They includePlant operation and maintenance Libraries Buildings and equipment UtilitiesDepartmental and general

administration

Page 18: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Facilities and Administrative (F&A) Costs

F&A rates are negotiated by the RF with the federal government for each campus

Federal government is required to fund full recovery on research projects

Other programs and sponsors provide less than full recovery

Principal investigators should include the correct F&A rate in their proposal

A reduction of indirect costs will result in shifting costs from the sponsor to the institution

Page 19: Managing Your Grant Roberta Teliska Vice President for Sponsored Programs Operations The Research Foundation of SUNY October 6, 2008

How toGetYourProposalFunded

Contact Information

Roberta TeliskaVice President for Sponsored Programs Operations

The Research Foundation of SUNY35 State StreetAlbany, NY 12207

Phone: 518-434-7110E-mail: [email protected] Site: www.rfsuny.org