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Home of the Bobcats

Assessment of the Sponsored Projects Services Office at the University of California, Merced Jennifer Teixeira Sr. Research Administrator Sponsored Projects Services Office University of California, Merced. Home of the Bobcats. The Leadership Challenge Kouzes & Posner’s Model. Model the

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Home of the Bobcats

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  1. Assessment of the Sponsored Projects Services Office at the University of California, Merced Jennifer Teixeira Sr. Research Administrator Sponsored Projects Services Office University of California, Merced Home of the Bobcats

  2. The Leadership ChallengeKouzes & Posner’s Model • Model the • Way • Motivate Staff Project Vision Assessment of a Sponsored Projects Services (SPS) Office that will result in meaningful recommendations that allow SPS to fulfill it’s mission • Inspiring a • Shared • Vision • Stakeholders • to participate • Challenging • the Process • Challenging • status quo • Enable • Others • to Act • Enable VCR • Encourage • the Heart • Positive about • Meaningful • results

  3. Personal Best Project Overview July - October 2011 November - December 2011 January- June 2011

  4. University of California MercedSponsored Projects Services (SPS) Background The University of California, Merced is the first new research university to be founded in the 21st century and the first new University of California to be founded in over 30 years.

  5. SPS Office Current Organizational Design The Mission of the Sponsored Projects Services Office is to provide effective and timely pre- and post-award services to faculty, staff and students, for extramurally-sponsored research and educational projects at the University of California, Merced. Pre-Award • Proposal budget development assistance (not for School of Engineering) • Review proposal and budget for compliance with sponsor and UC policy • Submit proposal on behalf of the Regents • Negotiate and accept awards to comply with sponsor and UC policy • Sub-award/ subcontract preparation and administration • Non-financial post-award assistance • Award closeout • Preparation and administration of incoming Material Transfer Agreements • Preparation and administration of Nondisclosure Agreements • Research activity reporting • Faculty and Staff general inquires • Liaison with compliance committees Post-award • Award set-up and monitoring • Monthly expenditure statements and projections • Policy clarification and compliance • Reconciliation • Cost sharing collection • Award re-budgeting • Purchasing, travel and reimbursement approvals • Sub-award set-up and monitoring • Financial award closeout • Faculty and Staff general inquires Note: The School of Engineering and some off site programs are responsible for all or a portion of post award management.

  6. Pressures for Assessment of SPS Office • Fragmented Process & Inconsistent Services • Differences among the three schools and one Organizational Research Unit • Efficient Organizational Design • Eliminate duplication of effort • Support SPS Mission • WASC Accreditation • Required Annual Assessment

  7. Current Progress • Time & Effort Tracking – Started January 2011 • Proposal Tracking- Started January 2011 • When are we receiving proposals? • Average 3 working days prior to deadline (Internal deadline is 5 working days) • What % of proposals are not submitted through SPS? 5%

  8. Future Plans • Roles & Responsibilities Mapping • Started February 2011 • Survey Collection • Started March 2011 • Assessment of Data • To Begin July 2011 • Recommendations to VCR • Planned for December 2011 • Data collection & Assessment • To Continue Annually • External Assessment • VCR included NCURA external assessment in budget request

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