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JPL Interdivisional Authorizations

JPL Interdivisional Authorizations. What is an Interdivisional Authorization? Authorization for Caltech to incur expenses for providing a service to JPL and a means for billing JPL for those services (i.e., transferring funding from JPL to Caltech). JPL Interdivisional Authorizations.

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JPL Interdivisional Authorizations

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  1. JPL Interdivisional Authorizations • What is an Interdivisional Authorization? • Authorization for Caltech to incur expenses for providing a service to JPL and a means for billing JPL for those services (i.e., transferring funding from JPL to Caltech)

  2. JPL Interdivisional Authorizations • There are 2 types of IAs • Research IA • Service IA • Set-up process depends on the type of IA

  3. JPL Research IA’s • Generally involve a member of the Caltech faculty • Set-Up • Must prepare a budget and statement of work that is reviewed by Caltech’s Office of Sponsored Research • Should conform to all the usual requirements for proposal submission, e.g., Divisional Approval Form

  4. JPL Research IA’s • JPL Contract Management Office (CMO) will only issue an IA to authorize payment for the work after the proposal has been submitted and reviewed • For more information refer to OSR website • http://atc.caltech.edu/OSR • Billings and Close-Outs • Processed by Project Accounting • Divisional teams

  5. JPL Service IA’s • Generally do not involve, or are not supervised by, a member of the Caltech faculty e.g., services provided directly to JPL by MPS, technicians, shops, service centers, etc. • Set-Up • Complete template detailing budget and statement of work • Submit to Lisa Frenchie in Project Accounting (M/C 211-15) • Template and instructions are available on the Project Accounting website under forms • http://atc.caltech.edu/Finance/pa_forms.htm

  6. JPL Service IA’s • Reviewed by Project Accounting to verify • Salary rates (JPL will not accept a different salary rate than Caltech rate) • Correct overhead rate • Work performed at campus (59.3%) • Work performed at JPL (26%) • Staff benefit rate

  7. JPL Service IA’s • JPL CMO will only issue an IA to authorize payment for the work after this paperwork has been submitted and reviewed • Billings and Close-Outs • Processed by Project Accounting • JPL team

  8. JPL IA’s • Be aware of restrictions on charging to JPL IA’s (both service and research) • Equipment • Must be preauthorized and specifically identified in the IA • Equipment threshold is lower than Caltech’s ($1,000 compared to $5,000) • Foreign travel • Must obtain prior approval

  9. JPL IA’s • Deobligations • Not uncommon • JPL CMO will only de-obligate after obtaining written concurrence from Caltech PI • A revised IA will be issued deobligating the funds

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