100 likes | 210 Views
Department Administrators and the BlueSheet. Pat W. Davis – Director of Business & Finance – Research Sharen Olson – Assistant Dean for Business & Finance Department Administrators Training Sponsored Programs & Research Administration October 6, 2006. What is the BlueSheet?.
E N D
Department Administrators and the BlueSheet Pat W. Davis – Director of Business & Finance – Research Sharen Olson – Assistant Dean for Business & Finance Department Administrators Training Sponsored Programs & Research Administration October 6, 2006
What is the BlueSheet? • The BlueSheet is the School of Medicine (SOM) Proposal Checklist • It is required for all proposals routed for external sponsored research • Originally created to outline and clarify specific actions required by departments when routing proposals
Primary Responsibility • Department to forward a complete and accurate proposal for review and approval
Administrator’s Expectations • Read, understand and answer all questions • Train department staff on how to complete checklist (Blue Sheet) • Ensure adherence to Departmental, School and University’s policies and procedures • Verify rates – fringes, indirect cost
Administrator’s Expectations • Verify accuracy of information • Ensure all documentation is attached to proposal package • Be aware of financial implications to Department • i.e. Cost share; G & A
Administrator’s Expectations • Person signing as Departmental Contact person should be available to answer questions concerning proposal • If Departmental Contact is not available “Be prepared to answer inquiries from the Office of Business and Finance”
Commonly Overlooked Areas • Service Centers/Core Lab Charges • VAMC Appointments (MOU) • New Space Requests • School Commitments documentation • If COI exist, 2nd copy of proposal is missing
ITEMS on BLUESHEET which Will PREVENT PROPOSALS From Being FORWARD to OSP • Missing Signatures • Missing Cost Share Account Numbers • Salary Verification • Incorrect IDC Rates • Budgetary Errors • “Contingent based on funding” statement
Administrator’s Expectations • KNOW WHAT YOU ARE SIGNING
B & F Contact List • Lore Cole, Assoc Dir – lcole@emory.edu, Ext 2-2054 • Pat Davis, Director - pdavi03@emory.edu, Ext 7-3119 • Francine Davis, Sr. Financial Analyst – francine.davis@emory.edu, Ext 2-2743 • Cynthia Lewis-Webb, Financial Analyst – clewisw@emory.edu, Ext 2-5704 • Michael Riordan, Sr. Financial Analyst – mpriord@emory.edu, Ext 7-3036 • Robin Moore, Info Analyst II – isrjm@emory.edu, Ext 7-5606 • Barbara Patterson, Sr. Secretary – bpatt03@emory.edu, Ext 7-5672 • Sharen Olson, Asst Dean – solson@emory.edu, Ext 7-7161