departmental and central departmental administration: same goals, different paths kay gilstrap...

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Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and Biochemistry Sandy Barber Georgia Institute of Technology Grants and Contracts Accounting

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Page 1: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Departmental and Central Departmental Administration: Same Goals, Different Paths

Kay Gilstrap Georgia Institute of TechnologySchool of Chemistry and Biochemistry

Sandy BarberGeorgia Institute of TechnologyGrants and Contracts Accounting

Page 2: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

GA Tech’s Flow of Information

Grants & Contracts Accounting

Departmental Administrators/

Interpreters

PI, Co-PI, Researchers,

Post Docs,Students

Administrators

Page 3: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Who are you?

Departmental Administrator Central Administrator

FinancialContract Officers

FacultyResearchers

Page 4: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Let’s Discuss

Initiation of Award Post award compliance

Effort Reporting Cost Share Cost Transfers Auditing

Close out Networking

Page 5: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Initiation of Award - Life of the Grant It’s here! Now the rush is on.

Notification System Budget set-upStart spending!Now what?

Page 6: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Compliance …

Why can’t they just charge expenditures to the correct project to begin with?

Page 7: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Post Award Compliance

Post Awards Accounting SystemBasic contract information

F&A, Award Number, terms, etc.

BudgetTransaction Details

F&A posted nightly

Page 8: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Post Award Compliance

Federal Regulations – What are those? “I get so many emails I don’t read those.”

Page 9: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Post Award Compliance

Education/TrainingEducating the faculty, administrative staff,

researchers and students. Meet with the faculty. Take advantage of training opportunities

Certifications – OSP, OOD (P-Card, G&C), NCURA

Page 10: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Post Award Compliance - Changes Was it part of the original budget or

proposed budget? Did the sponsor approve the budget

change? Why didn’t you include that in your original

budget?

Page 11: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Post Award Compliance

Line item categoriesThe usual suspectsEquipmentParticipant Support (NSF)Travel: Domestic and Foreign

Page 12: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Effort Reporting

“It’s been CERTIFIED what do you mean it’s CHANGING?”

“I can’t certify this effort report – I work much more than 40 hours a week.”

Page 13: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Cost Share

“Why can’t they charge to the cost share project during the award period so they don’t have to document and certify after-the-fact?”

Page 14: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Cost Share - continued

RequiredTrackingReporting

Not requiredWhy?Tracking

Page 15: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Cost Transfers

“Just cost transfer that to my other NSF project.”

“We need to move last years salaries for two of my students.”

“I need to move ALL of my P-Card charges from last year.”

Page 16: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Cost Transfers - continued

When it’s wrong, and you know it’s wrong, what do you do? 120 days - limit for cost transfers

When it’s right, and you know it’s right, how do you justify it?

“It’s my money….why can’t I spend it any way I want to. The science will suffer!”

Page 17: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Auditing

Internal State Federal Industry

Page 18: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Auditing - continued

Documentation! Documentation! Documentation!Back-up Legitimacy of chargesAllowable, Allocable, Reasonable, and

Consistent

Page 19: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Close Out

Just because there is money left it is not a good reason to charge to that project.

Review prior to term date90 Days60 Days30 Days15 Day Reminder

Page 20: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Networking

Monthly lunch meetings with Financial Reps on campus

Telephone calls Conferences Get out of the office and meet each other

Page 21: Departmental and Central Departmental Administration: Same Goals, Different Paths Kay Gilstrap Georgia Institute of Technology School of Chemistry and

Any other questions?

Feel free to contact us! Sandy Barber [email protected] Kay Gilstrap

[email protected]

Thank you!