Research Financial Administration – Survey Results

1. Research Financial Administration – Survey Results

2. Agenda • Survey (15 minutes) • Intent • Respondents • Results • Communication & Ongoing Learning (20 minutes) • Options for communication • Upcoming sessions • Breakout groups • Upcoming projects (10 minutes) • Closing (5 minutes)

3. Research Financial Administration – Intent of Survey • Shortage of staff • Frustration • Workload • How do other departments manage • Tears • Responsible for everything • No training • Help me!!!!!!

4. Research Financial Administration – Respondents • Distribute survey to any department administrator who may have some involvement with Research Financial Administration • range of respondents from a purchasing clerk to college administrator • # of respondents – 25

5. Research Financial Administration – Respondents • # of faculty • 0-10 : 3 • 11-20 : 6 • 21-30 : 5 • 31-40 : 6 • 41-50 : 3 • 51-60 : 0 • 61-70 : 1 • 71-80 : 0 • 81-90 : 0 • 91 – 100 : 0 • >100 : 1

6. Research Financial Administration - Respondents • # of Research Awards • 0-50 : 6 • 51-100 : 5 • 101-150 : 4 • 151-200 : 4 • 201-250 : 1 • 251-300 : 3 • 301-350 : 0 • 351-400 : 1 • >400 : 1

7. Research Financial Administration - Respondents • % of time spent on research financial administration • 0-10% : 4 • 11-20% : 4 • 21-30% : 1 • 31-40% : 8 • 41-50% : 0 • 51-60% : 2 • 61-70% : 2 • 71-80% : 1 • 81-90 : 2 • 91-100% : 1

8. Research Financial Administration - Respondents • Financial Administration Training • Yes – 3 • Yes (other than Office of Research) – 1 • Some – 4 • No – 17 • Learned on the job/mostly self taught/previous incumbent …

9. Research Financial Administration – Survey Results

10. Research Financial Administration – Survey Results

11. Research Financial Administration – Survey Results

12. Research Financial Administration – Survey Results • Questions and Answers • Does this accurately capture your feedback? • Does this reflect your experience? • What’s missing?

13. Research Financial Administration – Communication & Ongoing Learning • Options for communication • Website • Email • Training sessions Eg. Summary of Changes – 2011 Tri-Agency Financial Administration Guide

14. Research Financial Administration – Communication & Ongoing Learning • Topics to be covered • Session #1 (November 16) • FRS • Session #2 (TBD) • Account set up process • Office of Research/Research Financial Services • Closing of accounts

15. Research Financial Administration – Communication & Ongoing Learning • Topics to be covered • Session #3 (TBD) • Expense eligibility (name sponsors) • Sponsor requirements (name sponsors) • TBD • Session #4 (TBD) • TBD • TBD • TBD

16. Research Financial Administration – Communication & Ongoing Learning • Breakout groups • What works best for communicating change? • What are some additional topics you would like to see covered? • Next session is on FRS – please list one question you have about FRS that you would like to have answered

17. Research Financial Administration – Upcoming Projects • Automated closing of accounts • End date email notice (90 days and 30 days) • New Attributes • Documentation • Last Report Date • Last Reporting period • Next Report Date • Next Reporting period

18. Research Financial Administration – Upcoming Projects • Task List for Research Financial Services • My Grants Tracker • Closing old accounts • 4000 active accounts • 1455 GPR type accounts • 950 accounts with an end date of Sep 2011 or earlier • 115 accounts with a balance of $0.00

19. In Closing • Next steps • Next session • FRS Training • November 16th • Thank you for coming and keep up with the good work!!