College Research Administrators Network (CRAN)

IDR Building, Oak View Rooms I & II

June 18, 2015, 10:00 – 11:30am

Meeting Agenda

Speakers Time Frames

Welcome & Introductions

10:00-10:10

Administrative Services

Human Resources

10:10-10:35

University Controller’s Office

Financial Systems

10:35-10:50

USF Research & Innovation

Sponsored Research

Research Integrity & Compliance

THE RESEARCH ADMINISTRATION IMPROVEMENT NETWORK

10:50-11:25

Closing Remarks/Adjournment

11:25-11:30

PA-13-313 NIH Academic Research Enhancement Award (AREA) Program (R15)

The above-referenced AREA grant program announcement contains two

levels of eligibility (Institutional and Principal Investigator) the

applicant must meet in order to apply.

Specifically, in order for an institution to be eligible, it cannot have

received more than $6 million per year in NIH support in each of 4 of

the last 7 years.

To simplify things, NIH maintains a list of AREA Program ineligible

institutions on a website

(http://grants.nih.gov/grants/funding/area_ineligible_list_2015.pdf).

In reviewing this list, you will find that USF is not an eligible

institution for the period of April 2015 – March 2016. If you are

contacted about this program announcement, please inform them of

USF’s ineligibility before they invest a great deal of time on the

proposal.

For further information:

(http://grants.nih.gov/grants/funding/area_ineligible.htm).

Biosafety Training Requirements

Annual Biosafety Training is required for all Principal Investigators, staff, and or

graduate/undergraduate students who use/store recombinant DNA, infectious agents, select

agents and/or biological toxins. Or who work in a laboratory where these materials are

used/stored.

Live Biosafety Core Course- This course must be completed by those who have not completed

it previously

Continuing Education- Must be completed annually by taking one of the online courses or by

re-taking the live core course.

Training dates for Live Biosafety training 2015

Date Time Location Room July 9, 2015 2:00 to 3:30

p.m. Ted and Marty Couch Auditorium

Stabile Research Building (SRB)

August 12, 2015 2:00 to 3:30 p.m.

Oak View room IDR building 3720 Spectrum Blvd.

September 8, 2015 2:00 to 3:30 p.m.

Oak View room IDR building 3720 Spectrum Blvd.

October 6, 2015 2:00 to 3:30 p.m.

Ted and Marty Couch Auditorium

Stabile Research Building (SRB)

November 12, 2015 2:00 to 3:30 p.m.

Oak View room IDR building 3720 Spectrum Blvd.

December 2, 2015 2:00 to 3:30 p.m.

Oak View room IDR building 3720 Spectrum Blvd.

Registration for core course can be completed online at: http://www.research.usf.edu/dric/biosafety/core-course/register.asp Registration for online trainings can be completed online at: http://www.research.usf.edu/dric/biosafety/education.asp For more information contact us by email at: Biosafety@research.usf.edu

eIRB System Training

Research Integrity & Compliance offers an in-person training on the eIRB System.

Please see the schedule and enrollment information below.

Description

Research Integrity & Compliance presents this training which provides an overview of ARC

(Applications for Research Compliance) for IRB study team members involved in

application submission and record-keeping.

Participants will review the workflow of an IRB study in ARC and learn techniques that aid

system navigation.

Dates and Times*

Monday, August 17, 3:00pm - 4:00pm

Friday , October 9, 9:00am - 10:00am

Tuesday, Dec 8, 11:00am - 12:00pm

Enrollment

To request enrollment, send an email to TRAIN@usf.edu. Please identify the course name

and the session date in your email request.

*Sessions are held in the USF Research Park, Tampa. Once enrolled, you will receive an

Outlook invitation with details, including building location, room and free visitor parking.

Victoria BarnhartLaura BeaglesErin BhagvatJoie EckertRobert FortuneAnne GallacherLew-Anne GordonKaren HaubenstockKate HeadAnesia KellyJohn JohnsonJulie KuhnCarola LaferriereKristene ManningSarah MartinMichael Melanson

Amber MooreJulie MooreHeather MorrMary ParrishMarsha PeschMichelle PhillipsVictoria Poindexter Mary RamosReggie RobinsonAmy RolliePaula SanduskyBrenda SimmonsAnita ThompsonDr. Panida WebbDena-Rose Wilson

TRAIN® AssociatesProject Team

TRAIN® Associates are enhancing the eCRA-USF/Basic online certification course with the latest information and resources.

TRAIN® Associates Make the Difference!

Is it a Gift or a Grant?

Critical Funding Mechanism Clarifications

-Live webcast

July 14, 2015, 2:00 -3:30 p.m.

Oak View Room

Interdisciplinary Research Building (IDR)

3720 Spectrum Boulevard

USF Research Park, Tampa

Pre-registration Required

Seating is limited

Email TRAIN@usf.edu

David Mayo has served as one of NCURA’s faculty for their U.S. and Global offerings. He is the

Director of Sponsored Research at the California Institute of Technology where he is

responsible for oversight of the Office of Sponsored Research including negotiation and

administration of complex awards, review and interpretation of existing and emerging federal

and state policies and regulations, development of campus policies and procedures, and

development and implementation of training programs for campus staff in the area of

research administration.

Can you describe the differences between a gift and a grant?

And what about Material Transfer Agreements, Licensing Agreements,

Consulting Agreements, Technical Service Agreements, Facilities Use

Agreements, and Memoranda of Understanding? This in-depth webinar will

explain the nature and context of various funding agreement types and

how to handle them.

After completing this webinar participants will be better able to:

1. Identify various types of funding agreements, including federal and non-

federal, binding and non-binding, gift and grant;

2. Describe the characteristics of various types of funding agreements and

what they are intended to accomplish;

3. Assess the potential negative impacts to the institution of various

agreement types if they are not handled properly.

The Research Administrators Certification Council was formed in 1993 as an

independent non-profit organization. The Council is composed of active certified

research administrators whose role is to certify that an individual, through

experience and testing, has the fundamental knowledge necessary to be a

professional research or sponsored programs administrator.

RACC

1350 Broadway, 17th Floor

New York, NY 10018

212-356-0693

Exams

RACC offers their examinations in a computerized format at hundreds of

locations. You may take the examination at any time within one of these testing

windows:

Certified Research Administrator

November 7-21, 2015, Application Deadline: September 30, 2015

Certified Pre-award Research Administrator

August 8-22, 2015, Application Deadline: June 30, 2015

Certified Financial Research Administrator

September 12-26, 2015, Application Deadline: July 31, 2015

For a copy of the Handbook for Candidates and an application to take one of the

examinations, visit www.cra-cert.org.

http://www.cra-cert.org/

Division of Retirement P.O. Box 9000

Tallahassee, FL 32315-9000Tel: 850-907-6500 | Fax: 850-410-2010 | Toll-Free: 844-377-1888

Rick Scott, Governor Chad Poppell, Secretary

DIVISION OF RETIREMENT

INFORMATION RELEASE

Release # 2015-187 June 24, 2015

TO: All FRS Agency Heads and Retirement Coordinators

FROM: Dan Drake State Retirement Director

SUBJECT: Retirement Contribution Rates for 2015-2016

It is very important that this information release is immediately distributed to the appropriate staff within your agency.

Governor Scott signed Senate Bill 2512A (Chapter 2015-227, Laws of Florida) into law on June 23, 2015, that establishes the Florida Retirement System (FRS) employer contribution rates for the 2015-2016 plan year. The new rates should be reflected on your first payroll dated on or after July 1, 2015.

The uniform contribution rate system is continued. Participating employers make uniform contributions by membership class to support both the FRS Pension Plan and Investment Plan. Employers contribute a percentage of the total payroll for each class or subclass of FRS membership based upon the uniform or “blended” rates, regardless of the retirement plan chosen by your employees. Therefore, your agency pays the same contribution rates by membership class or subclass for members under both plans.

The required employee contribution rate remains at 3 percent. The Health Insurance Subsidy contribution rate increases from 1.26 percent to 1.66 percent, and the assessment for administering the FRS Investment Plan and the MyFRS Financial Guidance Program remains 0.04 percent. The maximum salary that may be reported for your FRS members and other state-administered retirement system members for fiscal year 2015-16 is $392,460 if they were initially enrolled before July 1, 1996, or $265,000 if they were initially enrolled on or after July 1, 1996.

The total contribution rates by reporting plan code are provided in the attached separate charts.

Retirement Coordinators: If you have questions about contributions or completing the payroll report, see Chapter 2 of the FRS Employer Handbook on the Employers page of the division’s website or call the Division of Retirement toll-free at 844-377-1888 or 850-907-6500 in the Tallahassee local calling area and select option 4, or email retirement@dms.myflorida.com.

DD/gg

Attachments

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CONTRIBUTION RATES EFFECTIVE JULY 1, 2015 Employer contribution rates are set by law. Rates below include the appropriate retirement contribution rate, 1.66 percent HIS contribution rate, 0.04 percent administrative/educational fee and any applicable UAL rates1.

FRS Membership Plan and Class

(Rates below apply to FRS members who are in either the FRS Pension Plan or the FRS Investment Plan)

Employee Contribution

Rate

Employer Contribution

Rate

Total Contribution

Rate

HA/PA – Regular Class 3.00% 7.26% 10.26%

HB/PB – Special Risk Class 3.00% 22.04% 25.04%

HC/PC – Judges – Elected Officers’ Class (EOC) 3.00% 35.71% 38.71%

HE/PE – Legislators - EOC 3.00% 45.80% 48.80%

HG/PG – Governor, Lt. Gov., Cabinet - EOC 3.00% 45.80% 48.80%

HH/PH – State Attorney, Public Defender - EOC 3.00% 45.80% 48.80%

HI/PI – County, City, Special District Elected Officers - EOC 3.00% 42.27% 45.27%

HJ/PJ – Special Risk Administrative Support Class 3.00% 32.95% 35.95%

HM/PM – Senior Management Service Class (SMSC) 3.00% 21.43% 24.43%

Renewed Membership Plan and Class2 (Rates below apply to renewed members in either the FRS Pension Plan or the FRS Investment Plan, including renewed members in the EOC and SMSC, as well as renewed EOC members who chose to join SMSC)

Employee Contribution

Rate

Employer Contribution

Rate

Total Contribution

Rate

RA/QA – Regular 3.00% 7.26% 10.26%

RC/QC – Judges 3.00% 35.71% 38.71%

RE/QE – Legislators 3.00% 45.80% 48.80%

RG/QG – Governor, Lt. Gov., Cabinet 3.00% 45.80% 48.80%

RH/QH – State Attorney, Public Defender 3.00% 45.80% 48.80%

RI/QI – County, City, Sp. Dist. Elect. Officers 3.00% 42.27% 45.27%

RM/QM – Senior Management (SMSC) 3.00% 21.43% 24.43%

RP/QP – SMSC in lieu of EOC:

Judges 3.00% 21.43% 24.43%

Legislators 3.00% 21.43% 24.43%

Governor, Lt. Gov., Cabinet 3.00% 21.43% 24.43%

State Attorney, Public Defender 3.00% 21.43% 24.43%

RQ/QQ – SMSC in lieu of EOC:

County, City, Sp. Dist. Elect. Officers 3.00% 21.43% 24.43%

Institute for Food and Agricultural Science (IFAS) Supplemental Retirement Plan3

Employee Contribution

Rate

Employer Contribution

Rate

Total Contribution

Rate

HK – IFAS Supplemental 0.00% 18.75% 18.75%

1 See the rate chart on Page 4 for a complete breakdown of the UAL contribution rates by membership class. 2 See chart at the top of Page 4 of this attachment for rates for retirees initially reemployed on or after July 1, 2010, who are not eligible

for retirement coverage. 3 IFAS is a closed, grandfathered retirement system and the rates for fiscal year 2015-16 did not change; the 1.66 percent HIS rate, the

0.04 percent administrative/educational fee and UAL rates do not apply to members in IFAS.

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CONTRIBUTION RATES EFFECTIVE JULY 1, 2015 Employer contribution rates are set by law. Rates below include the appropriate retirement contribution rate, 1.66 percent HIS contribution rate, 0.04 percent administrative/educational fee and any applicable UAL rates4.

Teachers’ Retirement System (TRS)5

Employee Contribution

Rate

Employer Contribution

Rate

Total Contribution

Rate

IE – TRS Plan E 6.25% 11.50% 17.75%

EOC Members Who Chose to Join SMSC

Employee Contribution

Rate

Employer Contribution

Rate

Total Contribution

Rate

HP/PP – Judges 3.00% 21.43% 24.43% Legislators 3.00% 21.43% 24.43% Governor, Lt. Gov., Cabinet 3.00% 21.43% 24.43% State Attorney, Public Defender 3.00% 21.43% 24.43% HQ/PQ – County, City, Sp. Dist. Elected Officers 3.00% 21.43% 24.43%

Deferred Retirement Option Program (DROP)

Employee Contribution

Rate

Employer Contribution

Rate

Total Contribution

Rate6

DP – DROP from FRS N/A 12.88% 12.88%

DR – DROP from Plan A, SCOERS N/A 12.88% 12.88%

DS – DROP from Plan B, SCOERS N/A 12.88% 12.88%

DT – DROP from TRS, all plans N/A 12.88% 12.88%

DE, DF, DG, DH – DROP terminated in EOC N/A 8.78%7 8.78%7

4 See the rate chart on Page 4 for a complete breakdown of the UAL rates by membership class. 5 TRS is a grandfathered retirement system; the 0.04 percent administrative/educational fee and UAL rates do not apply to the salaries

of members in TRS. 6 The DROP rate includes the 1.66 percent HIS rate and any applicable UAL rates, but the 0.04 percent administrative/educational fee

does not apply to DROP participants. 7 Only the HIS and UAL rate are owed on the salaries of these elected officials.

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CONTRIBUTION RATES EFFECTIVE JULY 1, 2015 Rates for optional programs listed below include an amount provided to program participants in lieu of the health insurance subsidy and may include an administrative charge, as indicated. The 0.04 percent administrative/educational fee does not apply to participants of these plans.

Non-Integrated Optional Programs

Employee Contribution

Rate

Employer Contribution

Rate Admin.

Cost UAL

Total Contribution

Rate

HO/PO – Local Annuity Programs ----8 ----8 ----8 N/A ----8

OP – SUS Optional Retirement Program 3.00% 5.14% 0.01% 2.65% 10.80%

OM – SMS Optional Annuity Program 3.00% 6.27% N/A 15.41% 24.68%

OC – State College System Optional Retirement Program 3.00% 5.15% ----9 2.65% 10.80%

EOC Members Opting out of the SMSC into the SMSOAP or Local Annuity

Employee Contribution

Rate

Employer Contribution

Rate Admin.

Cost UAL

Total Contribution

Rate

OM – Judges 3.00% 6.27% N/A 15.41% 24.68%

Legislators 3.00% 6.27% N/A 15.41% 24.68%

Governor, Lt. Gov., Cabinet 3.00% 6.27% N/A 15.41% 24.68%

State Attorney, Public Defender 3.00% 6.27% N/A 15.41% 24.68%

HO/PO – County, City, Sp. Dist. Elected Officers ----8 ----8 ----8 N/A ----8

Renewed Membership Optional Programs

Employee Contribution

Rate

Employer Contribution

Rate Admin.

Cost UAL

Total Contribution

Rate

OR – State Senior Managers 3.00% 6.27% N/A 15.41% 24.68%

OZ – Local Senior Managers ----8 ----8 ----8 N/A ----8

OS – SUS Optional Retirement Program 3.00% 5.14% 0.01% 2.65% 10.80% OD – State College System 3.00% 5.15% ----9 2.65% 10.80%

Renewed EOC Members Opting out of the SMSC into the SMSOAP or a Local Annuity

Employee Contribution

Rate

Employer Contribution

Rate Admin.

Cost UAL

Total Contribution

Rate

OR – Judges 3.00% 6.27% N/A 15.41% 24.68%

Legislators 3.00% 6.27% N/A 15.41% 24.68%

Governor, Lt. Gov., Cabinet 3.00% 6.27% N/A 15.41% 24.68%

State Attorney, Public Defender 3.00% 6.27% N/A 15.41% 24.68%

OQ – County, City, Sp. Dist. Elected Officers ----8 ----8 ----8 N/A ----8

8 This contribution rate is established by local authority [see section 121.055 (1)(b)2., Florida Statutes]. 9 Colleges choosing to charge an administrative fee must reduce the employer contribution by the amount of the fee.

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CONTRIBUTION RATES EFFECTIVE JULY 1, 2015 Rates listed below include the 1.66 percent HIS contribution rate and any applicable UAL rates10.

Retirees Initially Reemployed On or After July 1, 2010, Who Are Not Eligible For Retirement Coverage

(Rates below apply to salaries of retirees based on the membership class that the position is covered by even though the individual is not eligible to participate in a state-administered retirement plan.)

Total Employer Contribution

UA – Regular Class 4.31% UG – Governor, Lt. Gov., Cabinet – EOC 39.28%

UB – Special Risk Class 10.65% UH – State Attorney, Public Defender – EOC 39.28%

UC – Judges –EOC 24.28% UI – County, City, Sp. Dist. Elected Officers 33.75%

UE – Legislators – EOC 39.28% UM – Senior Management Service Class 17.07%

Unfunded Actuarial Liability (UAL) Contribution By FRS Membership Class

(Rates below apply to the salaries of FRS members who are in the FRS Pension Plan, the FRS Investment Plan, reemployed retirees without renewed membership in a regularly established position, or the non-integrated defined contribution plans) for fiscal year 2015-16 UAL Rate

FRS Investment Plan Allocations to the Member’s Account On or After July 1, 2012

(Total employer and employee contribution rates below apply to salaries of investment plan members based on the membership class for that position. The contribution rates do not include the employer funded disability rates.)

Employee and

Employer Contribution to Member Account

Regular Class11 2.65% Regular Class 6.30%

Special Risk Class 8.99% Special Risk Class 14.00%

Judges - EOC 22.62% Special Risk Administrative Support Class 7.95%

Legislators - EOC 37.62% Senior Management Service Class 7.67%

Governor, Lt. Gov., Cabinet - EOC 37.62% Elected Officers’ Class

State Attorney, Public Defender - EOC 37.62% Judges 13.23%

County, City, Sp. Dist. Elected Officers - EOC 32.09% Legislators, Governor, Lt. Gov., Cabinet 9.38%

Special Risk Administrative Support Class 27.54% State Attorney, Public Defender 9.38%

Senior Management Service Class12 15.41% County, City, Sp. Dist. Elected Officers 11.34%

DROP 7.12%

DATES CONTRIBUTIONS AND REPORTS ARE DUE*

Report Month Date Due Report Month Date Due

June 2015 July 8 January 2016 Feb. 5

July 2015 Aug. 7 February 2016 March 7

August 2015 Sept. 7 March 2016 April 7

September 2015 Oct. 7 April 2016 May 6

October 2015 Nov. 6 May 2016 June 7

November 2015 Dec. 7 June 2016 July 8

December 2015 Jan. 8

* Contribution payments made using the Department of Revenue’s Electronic Tax Payment System must be initiated no later than 5 p.m., EST, on the fourth business day of each month for the division to receive them by the fifth business day of each month.

10 See the rate chart on this page for a complete breakdown of the UAL rates by membership class. 11 Also applies to the State University System Optional Retirement Program and the State Community College System Optional

Retirement Program. 12 Also applies to the Senior Management Service Optional Annuity Program.

The end of fiscal year 2015 is fast approaching. Please review our calendar of crucial dates and deadlines on the Controller’s Office web site (www.usf.edu/controller ). It is presented in both a calendar format and a chronological list for the months of June and July incorporating deadlines for all areas of the Controller’s Office including Purchasing and Payroll. Note that it is color coded for your convenience. Please let us know if you have questions.

Mark De Vore

____________________________________________________________ FINANCIAL SYSTEMS

CONTROLLER'S OFFICE, UNIVERSITY OF SOUTH FLORIDA

WWW.USF.EDU/CONTROLLER

As we head into fiscal year end, here are a few reminders from Accounts Payable.

Purchase Order Invoices

· June 22rd will be the last day to submit invoices tied to Purchase Orders to guarantee

entry into Fiscal Year 2015. Please continue to send invoices after this date as

we’ll continue to process as many as we can.

· June 30th Last day Accounts Payable will process invoices tied to Purchase Orders for

Fiscal Year 2015. Any vouchers that remain un-posted at the end of the day because of

matching or budget errors will be removed from the system and reentered in July.

· July 6th After Purchasing reopens, Accounts Payable will begin processing invoices

tied to Purchase Orders for Fiscal Year 2016.

Payment Request Forms

Payment Request Forms and other non-Purchase Order related payments such as utility invoices

will continue to be processed as they come into Accounts Payable. These requests will be

checked for proper fiscal year booking until June is closed. Starting July 1st any that are deemed

to be a June expense will be entered with a June 30th accounting date. Any requests with July

expenses will continue with a July accounting date.

July Invoice Processing Note

Every effort should be made to submit all invoices by the third week in July for work done or

goods received in the previous Fiscal Year 2015, especially those with large dollar values. This

is critical for year-end accruals which support USF financial statement reporting.