修订及报告

During a project, changes in scope or needs might occur. 本节解释如何 to request revisions, including cost transfers, as well as how to document the changes 以及在报告中要包括什么.

Cost Transfers

Cost transfers and journal vouchers are transactions that move expenditures previously recorded from one fund to another or between line items within a fund. Cost transfers 可考虑用于:

  • 更正笔误或输入错误
  • Transfer of pre-award costs from department accounts
  • 重新分配工作以反映实际成本
  • Activity to clear overdrafts from federally sponsored project to
    unrestricted funds
  • 共享服务的例行分配

Documentation

In compliance with the cost allowability and allocability federal requirements, it is important to obtain a full explanation and justification that addresses why the 成本转移是必要的. 这种解释应该解决
following questions:

  • Why was the expense originally charged to the fund from which it is now being transferred?
  • Why should the expense be transferred to the proposed fund?
  • If the transfer being requested is more than 90 days after the expense was initially 请问延误的原因是什么?

Typically, cost transfer requests more than 60-90 days after the end date of the federal funding shall be considered unallowable, particularly when the final invoice or final 财务报告已经提交给赞助商. 情有可原的情况会 be reviewed on a case-by-case basis by the Research Foundation and must be clearly 并且有大量的记录.

Budget Revisions

When a project has been funded all expenditures must align with the approved proposal budget. If a change becomes necessary after the project has been funded due to equipment price changes or scope of work changes, prior approval from the 菠菜网lol正规平台 Research Foundation is required. Additional documentation and approval(s) from the sponsoring agency may also be required. 获奖后的分析师将发挥作用 with principal investigators to prepare and submit budget revisions to the sponsoring agency.

建议范围的修订

Changes that affect the scope of work, direction, or other areas that necessitate a change from the proposed project plan require sponsoring agency approval.

Project Extensions

If additional time is needed beyond the original project end date to complete the proposed scope of work, the principal investigator must request that their assigned Post-Award analyst submit (on their behalf) a no cost extension request to the sponsoring agency. Updates to all certifications, including conflict of interest, financial disclosures, human subjects and animal welfare covering the additional time period are required. The principal investigator must submit requests for no cost extensions by the due 担保人确定的日期. Please note that due dates for no cost extension requests vary by sponsor. As an  example, the National Science Foundation requires that awardees submit their requests at least 在裁决书到期日前45天.

Change in Personnel

Any changes to key personnel, whose skills, knowledge, and expertise are critical to the success of the project require prior approval. 获奖后的分析师将发挥作用 with principal investigators to prepare and submit a request to approve the change in personnel.

Project Reporting

These are the various reporting requirements for 菠菜网lol正规平台 Research Foundation projects.

时间和努力报告

Required to verify that the individual is performing the work, and that the effort distribution in the HR/Payroll system is a reasonable reflection of how the individual’s effort was actually performed on the federally funded project.

Time and effort reports should reflect activities that are specific to each sponsored agreement, general operations, and other applicable indirect activities.

技术状态报告

Prepared by the principal investigator and submitted to the sponsoring agency based 根据担保人的要求. 出于审计目的，还必须提供一份报告副本 转发给获奖后分析师.

Financial Reports

按要求提供给赞助机构. 获奖后分析师与校长一起工作 调查人员准备并提交报告.

每月帐目状况报告

Generated by the Research Foundation at the close of each month; provides a financial report to principal investigators for their account(s). 报告反映了交易 details of the previous month and is processed and printed during the first week of the following month. 主要调查人员 will typically receive the report via intercampus or electronic mail during the second week of the month. 主要调查人员 should promptly review the report and contact their Post-Award analyst with any discrepancies. The Monthly Account Status Report contains three sections:

  • 帐户累积摘要
  • 本月交易详情
  • 杰出的障碍

For assistance or additional information on the project management phase, please contact us.

其他步骤和资源