Wendy G. Harris, Director of Budget and Resource Planning.

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Wendy G. Harris, Director of Budget and Resource Planning

Transcript of Wendy G. Harris, Director of Budget and Resource Planning.

Page 1: Wendy G. Harris, Director of Budget and Resource Planning.

Wendy G. Harris,

Director of Budget and Resource Planning

Page 2: Wendy G. Harris, Director of Budget and Resource Planning.

Current status of Illinois Math funding Resources External funding:

Deadlines Budget Content Submission Management

Internal funding: As above

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Currently: 69 external grants (46 NSF; 17 Simons

Foundation, 2 NSA, 1 via UPenn, 1 US Dept Ed, 1 Actuarial Foundation, 1 Sloan Foundation) $10,284,596 direct total (Math) $13,701,979 direct plus indirect total (Math) $198,579 average (direct plus indirect)

6 internal grants (Research Board) $104,579 total $14,940 average

64 faculty, postdocs, emeritus, other academics

Page 4: Wendy G. Harris, Director of Budget and Resource Planning.

Find funding opportunities and deadlines Department website:

http://www.math.illinois.edu/Businessoffice/ Grant Forward: http://www.grantforward.com/index Federal Government: http://www.grants.gov Campus Research Board (faculty):

http://crb.research.illinois.edu/ Scholars’ Travel Fund (faculty, lecturers):

http://research.illinois.edu/stf/ Fellowships/grants (grad students):

http://www.grad.uiuc.edu/funding-jobs

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Sample Deadlines (due to Wendy) September 9: Sloan Foundation Fellow September 16: NSF Focused Research Groups September 23: Simons Foundation Fellow; NSF

Analysis, Foundations, Combinatorics October 3: NSF Algebra/Number Theory October 7: National Security Agency October 29: NSF Topology, Geometric Analysis October 31: NSF Probability November 7: Simons Foundation Symposia; NSF

Applied Math, Computational Math, Math Bio

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Deadlines that do not go through Wendy September 4: Scholars Travel October 1: MSRI Research Professor October 2: Campus Research Board, Scholars

Travel October 16: NSF PostDoc Fellowship October 31: MSRI Summer workshop November 5: NSF Grad Research Fellowship November 6: Scholars Travel December 1: MSRI Research Member, MSRI

Research PostDoc

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Review the guidelines Margins, font, font size, page limits Budget restrictions Eligibility:

NSA: Algebra, No. Theory, Discrete Math, Probability; citizen or permanent resident; PIs, PDs, and RAs must be citizens or permanent residents

NSA: Young Investigators: up to 10 years after PhD

MSRI Research Professor: tenured associate professor with PhD before 2004

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Eligibility: NSF: REU, REGs, Grad Research Fellow,

Postdoctoral Research fellow: funding for citizens or permanent residents

NSF Postdoctoral Research Fellow: PhD less than 2 years ago

Special attachments to include Special formatting See step by step guides on Business Office website Budget/budget justification: Wendy Harris Content: your mentor, other faculty, and your

program officer

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Stick to the guidelines (margins, pages, font size, font, etc.)

Summary Description Biographical sketch Current and pending grants Facilities and Resources Budget Budget justification

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Summary: Broader impact/intellectual merit

http://www.nsf.gov/pubs/gpg/broaderimpacts.pdf 3rd person; understandable by lay reader; cut and

paste into 3 sections Proposal: section: broader impacts of project,

results from prior NSF support (including intellectual merit and broader impacts)

Biography: products, not publications; specific requirements for who to include as collaborators; certain format

Data management plan

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Supplementary document-under 2 pages Types of data to be produced Standards for data/metadata format Policies for access/sharing of data Policies for re-use, re-distribution and production of

derivatives Plans for archiving **Can state that no plan is needed, but justify why

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PI salary (up to 2 mos summer) Research assistants (2, 4.5, 9, or 11 months at 25%+) Research Experience for Undergraduates (REUs) Benefits (6.36% to 42.94%) Tuition remission (64%) Services/collaborator travel Foreign and domestic (including Canada) travel Participant costs for conferences Equipment Facilities and administration costs (58.6%) on all

except tuition and participant costs

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Nearly impossible to justify: Supplies Printers Computers

Cannot fund: Books Meals with visitors

Budget justification: What will student do? Who might you invite here? Where might you travel?

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2 mos salary @ $6,000/mo: $12,000 50% RA 9 mos @ $2,118.40/mo: $19,066 benefits: $6,366 tuition remission (64% RA): $11,821 collaborator travel: $1,000 domestic travel: $1,000 foreign travel: $2,000 Indirect costs (58.6%): $24,279 TOTAL: $77,532

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Renewal: “additional funding for a support period subsequent to that provided by a standard or continuing grant” Talk to program officer first Include human-resources development of those on

grant within Results from Prior NSF Support Treated as a new grant

Continuation: optional additional funding that was noted in award documents; received based on progress/funds/timely annual report

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Target date: proposals may be accepted after this, but you may miss a panel

Deadline date: will not be reviewed after this date

Window: period in which proposals will be accepted, with final date being a deadline

I treat all as deadlines!!

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Young Investigator: $20,000 per year for two years If $6,000/mo salary:

2 mos salary, no student, no travel 1.25 mos salary, 1 mos 50% RA, $4,000 travel 1 mos salary, 1.5 mos 50% RA, $4,000 travel, $1,200 computer

Standard Grant: $40,000 for one year If $8,000/mo salary and $6,000/mo PD:

1 mos salary, 1.66 mos RA, $2000 equipment/supplies, $4,000 travel

1 mos salary, 1 mos PD salary, 1 mos RA, $1,920 travel Also funding for conferences, workshops, REUs

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Purpose: increase collaborative contacts Eligibility: tenured, tenure track, professor

emeritus; active research/publications; cannot hold grant of over $3,000/yr that allows travel; no citizenship requirements

Funding: $7,000 per year for 5 years $5,000 for PI: travel, computers, computer support,

supplies, books $1,000 for department: “enhance research

atmosphere”; $1,000 indirect costs

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Most submitted online https://www.fastlane.nsf.gov/fastlane.jsp www.grants.gov http://pjm.math.berkeley.edu/nsa-ams/ https://proposalcentral.altum.com Complete a week before agency deadline due to

routing: PI and department signatures Sent to UIUC Grants and Contracts Revisions/corrections Submission to funding agency

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Forward letter to Wendy Adjusting the budget

Revise budget Impact statement Abstract (to NSF)

Review the agreement: reporting, citation in publications, foreign travel limitations

Fund set up

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Funded incrementally or all at once Know policies for spending money:

See guidelines at http://www.math.illinois.edu/Businessoffice/

Questionable: books, computers, supplies Plan ahead: foreign travel (NSA; US Carriers) Unallowable: your own meal when eating with a

visitor Ask for help in advance:

We pay for flights, conference registration, visitor flights, visitor hotels

Reimbursing foreign visitors

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Read your statements Expenditure confirmations Reporting Rebudgeting Extension requests

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Campus Research Board Eligible: full-time tenured and tenure track

faculty; others may also be considered Purpose:

Faculty focus New initiatives/directions Supports preliminary studies Supplements other resources

Guidelines: $30,000 limit (or $10,000 for pilot

projects) 5 page narrative Budget and budget justification Due October 2, January 22, February 26

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Submission process: Submit online See Research Board RA rates on Math

website No department review needed

Review process: 2 Campus Research Board members plus 3

peers review application Look at quality and importance of research;

probable impact on field; value to applicant’s development; quality and productivity of applicant; budget appropriateness

Once awarded: Business office notified Account set up

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Eligible: full-time tenured or tenure-track faculty, full-time lecturers

Purpose: Support for conferences where you will present

Guidelines: 1 trip per fiscal year: full/associate professors,

lecturers (may be foreign or domestic) 2 trips per fiscal year: assistant professors (one

foreign, or both domestic) CAN have an external grant Must plan in advance Amounts are predetermined: $350-$1,050

domestic; $850-$1,950 international

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Due dates: Oct 3, Nov 6, Dec 4, Jan 8, Feb 5, Mar 5, Apr 2,

May 7, Jun 4 Submission process:

Application is online No department copy needed

Once awarded: Bring notice along with receipts for

reimbursement

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