University of North Carolina at Chapel Hill

Research Administration Support Group Meeting February 19, 2004

Presented By

John C. Adams – Director, Financial Planning and Budgets

Kevin Maynor – Director, Cost Analysis and Compliance

Barron Matherly – Assistant Provost for Finance

CAMPUS INTERDEPARTMENTAL FEES AND CHARGES

Interdepartmental Fees and Charges Committee

(IFCC)

• Established under the charge of the Budget Committee

• Policies and procedures reviewed by a number of campus constituents, then approved by the Budget Committee

Request for fee information issued 11/14/04

• Fee increases - due by 1/28/04 (extended to 2/11/04)

• No increase – due by 2/27/04• Applies to all fee for service operations• Clarification (forthcoming)

Establish IFCC conduct rules

• Campus areas of representation• Meeting frequency• Service period of membership• Permanent seats

– Director of Financial Planning and Budgets (Finance Division)

– Director of Cost Analysis and Compliance (Research Division)

Establish Oversight Body

• Existing formal body (ACT, CCSF, BOG, BOT, HAB, etc.)

• Research Service Centers (OSR-authority delegated by IFCC)

• All other interdepartmental (IFCC)• Departmental oversight

Inter-departmental Fees & Charge Committee(IFCC)

Reviewed by CommitteeAll Others

Reviewed byOffice of Sponsored Research

(OSR)

Relationship between IFCC and OSR

Recharge or Service Centers

Business or AdministrativeService Centers

(IFCC)

Research Service Centers(OSR)

Types of Recharge or Service Centers

DepartmentalService Centers(Department)

Definition of a Research Service Center (must meet three criteria)

I. The operation:A. Entails a scientific based process, or

B. Is grounded in discovery or obtaining new knowledge, or

C. Is highly complex or technical requiring a specialized methodology or expertise

Definition of an RSC(continued…)

II. The service exists primarily to support sponsored research

…a substantial percentage of total charges are made directly to sponsored project

accounts…

Definition of an RSC(continued…)

III. The amount of charges to sponsored research is material

…a minimum of $10,000 is directly charged annually to sponsored projects…

A. Does the operation:1. Entail a scientific based process, or2. Is it grounded in discovery or obtaining new knowledge, or3. Does it use a highly complex or technical methodology that requires specialized expertise?

Yes

B. Does the service exist primarily to support sponsored projects (e.g. research grants)?

Is the fee reviewed or established by a formal governing body, such as the Advisory Committeeon Transportation (ACT),Chancellor’s Committeeon Student Fees (CCSF),Board of Trustees, Boardof Governors, or HousingAdvisory Board?

No

C. Are the annual charges to sponsored projects at least $10,000?

No

Yes

D. Does the operation charge other departments forthe service?

Yes

Research Service Centers(Oversight - OSR)

Yes

Yes

No No

No

University of North Carolina at Chapel HillInterdepartmental Fees and Charges Committee (IFCC)

Determination of Fee Oversight Authority

No

DepartmentalService Centers

(Oversight – Department)

Inter-departmental Service Centers

(Oversight - IFCC)

Not reviewed by IFCC(Oversight - Appropriate

Governing Body)

Request for Fee Information(Business and Administrative Service Centers)

• Fee Change (Increase)– Original due date January 28, 2004– Extended to February 11, 2004– Attachment A (current or basic information)– Attachment C (rate development information)– Attachment D (schedule of equipment

depreciation)– Submit to IFCC

Request for Fee Information(Business and Administrative Service Centers)

• No Fee Increase– Original due date February 27, 2004– Attachment A (current or basic information)

preferred– Suitable substitute is acceptable– Submit to IFCC

Request for Fee Information(Research Service Centers)

• IFCC Research Service Center Billing Request Form (or suitable substitute)– Due date February 27, 2004 (same as business

and administrative service centers)– Submit to Cost Analysis section of the OSR

• Research Service Center Survey Form- Due date March 19, 2004- Submit to Cost Analysis section of the OSR

Campus Interdepartmental Fees and Charges

QUESTIONS