Re: Course Releases: How are these Handled re Fringe/IDC at Your Institution? Larry Waxler 18 Feb 2020 10:39 EST

The grant should reflect the full cost of the faculty member’s time,
including Benefits and indirect. (We used to consider a course release
as 25% of a 4-block semester load – 3 courses and a
research/scholarship/research block).

I cases where we were faced with a match requirement or up against a
budget cap we would sometimes show the difference between the
instruction cost and the faculty member’s cost as a match. However, we
never referenced a replacement cost only the value of the faculty
member’s time.

Larry

On 2/18/2020 10:08 AM, Charna Howson wrote:
> Hi all,
>
> Yes, the adjunct/teaching replacement is the most difficult part of the
> conversation to explain.  The grant will not/should not pay for this.
> When the grant pays for a portion of salary, however, the state funds
> dedicated to this purpose are returned to the governing unit on campus.
> The returned state dollars may then be used to hire replacement
> instruction (not the grant).
>
> Cheers,
> Charna
>
> Ms. Charna K. Howson, MA
> Director, Sponsored Programs
> Office of Research
> Appalachian State University
> POB 32174, 384 JET Bldg.
> 287 Rivers Street
> Boone, NC 28608-2068
> 828-262-7311 (Office)
> 828-262-2641 (Fax)
> (She, Her, Hers, Charna)
> --------------------------
>
> Route proposals for internal (Appalachian State University) approvals
> fifteen (15) days prior to the sponsor's deadline in AGrants
> (https://appstate.myresearchonline.org/ramses). Attach "good working
> drafts" of your budget, project narrative and program guidelines to
> expedite the process. Your departmental grants manager can provide
> guidance/assistance as needed.
> (https://orsp.appstate.edu/departmental-assignments/departmental-assignments).
>
>
> Visit us in Sponsored Programs (3rd floor of the JET Bldg) or invite us
> to your office; We want to help you succeed!
>
>
>
>
> On Tue, Feb 18, 2020 at 10:03 AM Megan Roth <xxxxxx@acu.edu
> <mailto:xxxxxx@acu.edu>> wrote:
>
>     You may call it "course release" at your institution, but on the
>     budget it goes in as salary and is subject to fringe and IDC. It
>     took us a little while to make this shift at our institution, but
>     they'll get the hang of it eventually. Is it expensive? Yes. Is it
>     audit-proof? As long as you have the time & effort documentation and
>     appropriate fringe and IDC rates, the answer is also yes. "Course
>     release" on another line of the budget is risky. Is an adjunct
>     teaching a course for the institution really allocable to the award?
>     Probably not.
>
>     On Tue, Feb 18, 2020 at 8:33 AM Charna Howson <xxxxxx@appstate.edu
>     <mailto:xxxxxx@appstate.edu>> wrote:
>
>         Hi Amy,
>
>         You are correct.  This belongs on the personnel line as the
>         grant is paying salary for the effort attributed to the
>         project.  The fringe should follow the salary proportionately,
>         and both are subject to F&A.  As long as you use your negotiated
>         rate, the PI should not be concerned.
>
>         Ms. Charna K. Howson, MA
>         Director, Sponsored Programs
>         Office of Research
>         Appalachian State University
>         POB 32174, 384 JET Bldg.
>         287 Rivers Street
>         Boone, NC 28608-2068
>         828-262-7311 (Office)
>         828-262-2641 (Fax)
>         (She, Her, Hers, Charna)
>         --------------------------
>
>         Route proposals for internal (Appalachian State University)
>         approvals fifteen (15) days prior to the sponsor's deadline in
>         AGrants (https://appstate.myresearchonline.org/ramses). Attach
>         "good working drafts" of your budget, project narrative and
>         program guidelines to expedite the process. Your departmental
>         grants manager can provide guidance/assistance as needed.
>         (https://orsp.appstate.edu/departmental-assignments/departmental-assignments).
>
>
>         Visit us in Sponsored Programs (3rd floor of the JET Bldg) or
>         invite us to your office; We want to help you succeed!
>
>
>
>
>         On Tue, Feb 18, 2020 at 9:21 AM Amy Cuhel-Schuckers
>         <xxxxxx@fandm.edu
>         <mailto:xxxxxx@fandm.edu>> wrote:
>
>             Dear Brain Trust,
>             Our institution is considering use of course releases, where
>             allowable, within a grant budget. (We have a new provost who
>             wants, rightly, to find ways to incentivize grant-seeking,
>             and grant management.) And, I have two PI's who want to use
>             this option ready to go.
>
>             Now that we've decided on how to value such a course release
>             in relation to the PI's IBS (12%; reflective of a
>             five-course load against a 60%-30%-10%
>             teaching-research-service determination), my question is
>             whether there are options/alternatives to:
>
>                 1) including a course release in the personnel line of
>                 the budget? (Could/should this cost be situated
>                 elsewhere? I don't think so, but want to be open to
>                 other possibilities.)
>
>                 2) charging fringe benefits? (Because of the placement
>                 of a course release in the personnel line. Again, I
>                 don't think so, but want to see if there are alternatives.)
>
>                 3) charging indirect costs? (Because we have a S&W-based
>                 IDC rate, and the PI worries that this would make the
>                 course buy-out too expensive.)
>
>             The PI observes that a 12% course-release, plus our fringe
>             and IDC costs (cumulatively 82.5% against the cost of the
>             course release) would make the impact on the budget too
>             great. I'm advocating that a course release should go in the
>             personnel line, be subject to our fringe benefit rate as a
>             result, and be subject, as are other costs, to our indirect
>             cost rate.
>
>             What I need is advice that is audit-proof, and which can
>             help me guide the institution into appropriate action around
>             a new practice at our institution.
>
>             The source of the funds is federal, thus the caution.
>
>             Advice? Thoughts?
>             Amy
>             ____________________________
>             Dr. Amy Cuhel-Schuckers
>             <https://www.fandm.edu/amy-cuhel-schuckers>
>             Director of Faculty Grants and Compliance Resourcing
>
>                 /-/PI, NIH Award # 5G11HD092067
>                 <https://projectreporter.nih.gov/project_info_description.cfm?aid=9692735&icde=47647660>
>
>                 -2019 Hartford-Nicholsen Awardee, Society of Research
>                 Administrators International (SRAI)
>                 -Editorial Board, SRAI /Journal of Research
>                 Administration/; Chair, AFP
>                 <https://www.srainternational.org/resources/journal/author-fellowship>
>                 Committee
>
>             Office of College Grants - Buchanan House (Building #6
>             <https://www.fandm.edu/uploads/files/866561023536642949-campus-map-12-3-18.pdf>)
>             Franklin & Marshall College, PO Box 3003, Lancaster, PA
>             17604-3003
>
>             xxxxxx@fandm.edu
>             <mailto:xxxxxx@fandm.edu>, DMin, CRA,
>             GPC. Office: 717-358-4697.
>             "Nothing ventured, nothing gained!" And, the corollary
>             "perseverance furthers."
>
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>
>
>     --
>     *Megan Roth, Ph.D.*
>     Executive Director of Research
>     Abilene Christian University
>     320 Hardin Administration Bldg
>     ACU Box 29103
>     Abilene, TX 79699
>     O: 325-674-2885
>     F: 325-674-6785
>     xxxxxx@acu.edu <mailto:xxxxxx@acu.edu>
>
>     ~STRENGTHS~
>
>     ∙Learner∙Achiever∙Relator∙Individualization∙Input
>
>
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