To find out how pre-doctoral stipends are taxed read the NRSA guidelines
with regard to consistency, and IRS Publication 520, and you can also
consult the College & University Tax Page. The IRS has recently gone after
and heavily penalized many Universities for incorrectly charging taxes to
fellowships and stipends.
At 12:00 AM 5/28/99 -0400, you wrote:
>There are 29 messages totalling 1420 lines in this issue.
>
>Topics of the day:
>
> 1. Modular grants with Sub-contract (2)
> 2. Please watch your "reply button"!
> 3. Accounting Systems For Sponsored Programs
> 4. Taxes for stipends (8)
> 5. Re[2]: Taxes for stipends
> 6. NIH Midwest Regional Seminar, July 15 & 16, 1999
> 7. NIH Modular Grant Applications
> 8. MTA/Collaborative Research Agreement Form
> 9. Motivating Faculty (6)
> 10. Adjunct faculty (6)
> 11. Unsubscribe
>
>----------------------------------------------------------------------
>
>Date: Thu, 27 May 1999 08:24:54 -0400
>From: Wendy Littlefield <xxxxxx@ARETHA.JAX.ORG>
>Subject: Modular grants with Sub-contract
>
>Hi Everyone - With 6/1 getting closer and everyone scrambling to get this
>modular information accurate, I have a question. When there is a
>sub-contract within an R01 grant what type of documentation are you all
>putting in the actual application from the sub-contracting institution? I
>tried emailing the xxxxxx@nih.gov email but it seems they all must
>be busy with lots of questions so I thought I would try this route. Thanks
>in advance.
>Wendy H. Littlefield (xxxxxx@jax.org)
>Grants Information Specialist
>The Jackson Laboratory
>600 Main Stret
>Bar Harbor, ME 04609
>
>(207) 288-6328 Phone (207) 288-6053 fax
>
>
>======================================================================
> Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 08:04:54 -0500
>From: Pam Fillmore <xxxxxx@ESUMAIL.EMPORIA.EDU>
>Subject: Re: Please watch your "reply button"!
>
>ditto what Mike said. I actually started this goof-up, and for that I'm =
>genuinely sorry. I'm glad to know its just not my e-mail system that =
>shows the sender's name and not the list-serv. I'll be more careful in =
>future. =20
>
>Pam
>
>>>> Mike McCallister <xxxxxx@ATHENA.UALR.EDU> 05/26/99 04:16PM >>>
>"tis true I goof up some. I also don't make a life of this list and the
>monitoring thereof. This gets a little techno-PC. For sure when this =
>kind
>of error occurs, it's generally a genuine mistake. You'll notice I hope
>that this happens more frequently now as the "from" field on email
>generally (on my software, at least) shows the name of the sender, not the
>RESADM-L list as it did in the past.
>
>This is not an opportunity for 400 of you to say, "mine doesn't." For =
>some
>folks, notably me, it does.
>
>It would be helpful for those of you who choose to remain active on the
>list adn who have time to manaage it for all the rest of us, to ask for =
>the
>"from" field to show where the reply will go, not the name of the actual
>person who sent the original message.
>
>Sigining off and robbing you of amusement, I am.
>
>Spanky
>
>
>
>
>>maybe we should just call it "human"
>>
>>Jennifer Morgan, M.H.A.
>>Director, Office of Grants and Contracts
>>Western Psychiatric Institute and Clinic
>>University of Pittsburgh Medical Center Health Systems
>>3811 O'Hara Street, Pittsburgh PA 15213
>>Voice: 412-624-0743 Fax: 412-624-0714
>>
>>
>>> -----Original Message-----
>>> From: xxxxxx@SBLHS.ORG [mailto:xxxxxx@SBLHS.ORG]=20
>>> Sent: Wednesday, May 26, 1999 3:47 PM
>>> To: xxxxxx@hrinet.org=20
>>> Subject: Re: Please watch your "reply button"!
>>>
>>>
>>> I think faux pas deserves its own name -- maybe we could call it a
>>> "spanky." :)
>>>
>>> Molly Daniel
>>> Sarah Bush Lincoln Health Center
>>> Mattoon, IL
>>>
>>> ____________________Reply Separator____________________
>>> Subject: Please watch your "reply button"!
>>> Author: Samuela Evans <xxxxxx@UCOP.EDU>
>>> Date: 05/26/99 7:22 PM
>>>
>>>
>>>
>>> Please remember that if you hit "reply" in response to a
>>> message from a
>>> listserv, the entire list gets your [personal] message, not
>>> just the person
>>> you are writing to! Also some messages are arriving twice;
>>> so somehow you
>>> are sending the same message twice to the listserv.
>>> Thanks.
>>>
>>> =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>>> Instructions on how to use the RESADM-L Mailing List, including
>>> subscription information and a web-searchable archive, are available
>>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>>> =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>>>
>>>
>>> =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>>> Instructions on how to use the RESADM-L Mailing List, including
>>> subscription information and a web-searchable archive, are available
>>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>>> =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>>>
>>
>>
>>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>> Instructions on how to use the RESADM-L Mailing List, including
>> subscription information and a web-searchable archive, are available
>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>
>
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
> Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 08:09:31 -0500
>From: Mike Jacobsen <xxxxxx@MAIL.UND.NODAK.EDU>
>Subject: Re: Accounting Systems For Sponsored Programs
>
>Pam, wrong Mike Jacobsen I think. Never have lived in Cape Girardeau and
can't
>remember a couple named Daniel and Eileen. I wish you well in finding the
>"real" Mike Jacobsen.
>
>Oh, and for those who just read this message and wish they hadn't. I tried
>sending it back only to the sender and apparently that did not work. I
selected
>reply to sender only. Sorry.
>
>>>> Pam Fillmore <xxxxxx@ESUMAIL.EMPORIA.EDU> 05/26 11:49 AM >>>
>Hi Mike - you may not remember me but you used to live next door to Daniel
Scott
>- my uncle. I knew you moved from Cape Girardeau but I lost track of
where you
>went. Do you keep in touch with Daniel and Eileen? I hear they are
building a
>new house in North Carolina and its about to kill him. I just wondered.
Take
>care.
>
>
>
>Pam Fillmore
>Research and Grants Center
>Emporia State University
>phone 316-341-5351
>fax 316-341-5909
>
>>>> Mike McCallister <xxxxxx@ATHENA.UALR.EDU> 05/26/99 10:36AM >>>
>UALR asi inteh throes of implementing BANNER for the whole campus. I'm no
>accountant, for sure, and although it seems to do some pretty sophisticated
>stuff, for grants management it's a pretty awykward and unfriendly beast.
>I've also used the grants component of FAMIS and it's a real turkey.
>
>Spanky
>
>
>>We are interested in hearing from any institutions who have recently
>>implemented an accounting system specifically for sponsored programs. We are
>>especially interested in any commercial accounting software applications
>>which have been implemented by a research institute or organization to
>>handle the requirements of administering federally sponsored research grants
>>and contracts.
>>
>>Stories regarding successful adaptions, or any pitfalls encountered, of
>>commercial accounting software to the accounting needs of sponsored research
>>agreements would be especially useful.
>>
>>Please e-mail me directly at the address below. I will be glad to share
>>responses on request. Thank you.
>>
>>James F. Ball, Assistant Director
>>Office of Grants & Contracts
>>The Ohio State University Research Foundation
>>1960 Kenny Road
>>Columbus, Ohio 43210
>>
>>E-mail address: xxxxxx@osu.edu
>>
>>
>>======================================================================
>> Instructions on how to use the RESADM-L Mailing List, including
>> subscription information and a web-searchable archive, are available
>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>>======================================================================
>
>*****************************************************
>Mike (Spanky) McCallister, Ph.D.,
>Director, Office of Research and Sponsored Programs
>University of Arkansas at Little Rock
>2801 South University
>Little Rock, AR 72204
>(v)501-569-8474
>(F)501-569-3039
>http://www.ualr.edu/~orsp/
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>
>=====================================================================
>Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>=====================================================================
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 08:10:06 -0500
>From: "Deborah L. (Debbie) Smith (901) 448-5587" <xxxxxx@UTMEM1.UTMEM.EDU>
>Subject: Re: Modular grants with Sub-contract
>
>I sent them a note a couple of weeks ago. They still want the letter of
>commitment from the collaborating institution.
>
>Debbie Smith
>UT Memphis
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 09:05:37 -0500
>From: "Peter J. Dolce" <xxxxxx@CCVAX.MMC.EDU>
>Subject: Taxes for stipends
>
>This is a multi-part message in MIME format.
>--------------1BB11384BD7B595AC8E836BB
>Content-Type: text/plain; charset=us-ascii
>Content-Transfer-Encoding: 7bit
>
>We have a number of students who have individual PREdoctoral fellowships
>from NIH and who receive that support in the form of stipends. Where
>can I find info on whether they must report stipends to the IRS and the
>extent to which these are taxed?
>
>--------------1BB11384BD7B595AC8E836BB
>Content-Type: text/x-vcard; charset=us-ascii;
> name="dolcep19.vcf"
>Content-Transfer-Encoding: 7bit
>Content-Description: Card for Peter J. Dolce
>Content-Disposition: attachment;
> filename="dolcep19.vcf"
>
>begin:vcard
>n:Dolce;Peter
>tel;fax:615 327 6716
>tel;work:615 327 6703
>x-mozilla-html:FALSE
>org:Meharry Medical College
>adr:;;1005 Todd Boulevard;Nashville;TN ;37208;
>version:2.1
>email;internet:xxxxxx@ccvax.mmc.edu
>title:Director, Research Support Services
>x-mozilla-cpt:;-6960
>fn:Peter J. Dolce
>end:vcard
>
>--------------1BB11384BD7B595AC8E836BB--
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 10:14:18 -0400
>From: Audrey Buck <xxxxxx@POBOX.UPENN.EDU>
>Subject: Re: Taxes for stipends
>
>I am not sure where to go to find this out, but, here at Penn we have been
>taking out a small percentage for FICA. Up til a year or so ago, we never
>took out monies for the Feds. It is now manditory. I believe that we use
>7.25% on stippends. You should go to your tax office for the information.
>Our tax office is with our Comptroller.
>
>Good luck.
>
>Audrey
>
>At 09:05 AM 5/27/99 -0500, you wrote:
>>We have a number of students who have individual PREdoctoral fellowships
>>from NIH and who receive that support in the form of stipends. Where
>>can I find info on whether they must report stipends to the IRS and the
>>extent to which these are taxed?
>>Content-Type: text/x-vcard; charset=us-ascii;
>> name="dolcep19.vcf"
>>Content-Transfer-Encoding: 7bit
>>Content-Description: Card for Peter J. Dolce
>>Content-Disposition: attachment;
>> filename="dolcep19.vcf"
>>
>>Attachment Converted: c:\eudora\attach\dolcep191.vcf
>>
>Audrey C. Buck
>Senior Contract Administrator
>Research Services
>Phone: (215) 573 6709
>Fax: (215) 898 9708
>email: xxxxxx@pobox.upenn.edu
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 10:28:21 -0400
>From: Robert Kazalski <xxxxxx@ADMIN.UMASS.EDU>
>Subject: Re: Taxes for stipends
>
>Please check out the IRS web site:
>
>Publication 520, Scholarships and Fellowships
>
>The web site address is: www.irs.ustreas.gov/prod/forms_pubs/p52001.htm
>This address worked as of 3/3/99.
>
>Good luck,
>
>Robert
>
>At 09:05 AM 5/27/99 -0500, you wrote:
>>We have a number of students who have individual PREdoctoral fellowships
>>from NIH and who receive that support in the form of stipends. Where
>>can I find info on whether they must report stipends to the IRS and the
>>extent to which these are taxed?
>>
>>Attachment Converted: "c:\apps\eudora\attach\dolcep191.vcf"
>>
>-----------------------------------------------------------------------
>Robert J. Kazalski e-mail: xxxxxx@admin.umass.edu
>Accountant
>Controllers Office
>University of Massachusetts
>Amherst, MA 01003
>Phone: 413-545-1411
>Fax: 413-545-4233
>
>-----------------------------------------------------------------------
>
>
>======================================================================
> Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 11:14:30 -0500
>From: "Deanne L. Hoenscheid" <xxxxxx@LEHIGH.EDU>
>Subject: Re: Taxes for stipends
>
>We had students which recieved stipends for fellowships last year and
>they questioned whether they were to be taxed. I was told by our
>Payroll office that these stipends are taxed at the federal level. If
>the student feels they should not be taxed, they must submit
>documentation to the IRS showing the stipend was spent on educational
>expenses to receive a refund of this tax. You should be able to find
>the information in Publication 520, as mentioned by Robert. For PA,
>stipends are not taxed at the state level.
>
>Good luck
>************************************************************************
>Deanne L. Hoenscheid Phone: (610)758-3863
>Materials Research Center Fax: (610)758-3526
>Lehigh University E-mail: xxxxxx@lehigh.edu
>462 Whitaker Lab
>5 E. Packer Avenue
>Bethlehem, PA 18015
>************************************************************************
>
>
>======================================================================
> Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 10:27:53 -0500
>From: xxxxxx@SBLHS.ORG
>Subject: Re[2]: Taxes for stipends
>
>Peter,
>
>For an IRS discussion of the "student FICA exception," see also the
>Internal
>Revenue Bulletin issued February 2, 1998. I found this information more
>useful
>for an institution's policy formation than Publication 520, which discusses
> the
>individual's obligation for payment of income tax as opposed to the FICA
>withholding by the institution.
>
>Go to http://www.irs.ustreas.gov/prod/bus_info/bullet.html, and in the
>selection
>list, scroll down to "Internal Revenue Bulletin 1998-05 Weekly." Download
>this
>PDF file and look on page 19 for information about Rev. Proc. 98-16.
>
>Hope this helps.
>
>Molly Daniel
>Sarah Bush Lincoln Health System
>____________________Reply Separator____________________
>Subject: Re: Taxes for stipends
>Author: Robert Kazalski <xxxxxx@ADMIN.UMASS.EDU>
>Date: 05/27/99 2:28 PM
>
>
>
>Please check out the IRS web site:
>Publication 520, Scholarships and Fellowships
>The web site address is: www.irs.ustreas.gov/prod/forms_pubs/p52001.htm
>This address worked as of 3/3/99.
>Good luck,
>Robert
>At 09:05 AM 5/27/99 -0500, you wrote:
>>We have a number of students who have individual PREdoctoral fellowships
>>from NIH and who receive that support in the form of stipends. Where
>>can I find info on whether they must report stipends to the IRS and the
>>extent to which these are taxed?
>>
>>Attachment Converted: "c:\apps\eudora\attach\dolcep191.vcf"
>>
>-----------------------------------------------------------------------
>Robert J. Kazalski e-mail: xxxxxx@admin.umass.edu
>Accountant
>Controllers Office
>University of Massachusetts
>Amherst, MA 01003
>Phone: 413-545-1411
>Fax: 413-545-4233
>-----------------------------------------------------------------------
>
>======================================================================
> Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 11:15:36 -0500
>From: Sharon Vetter <xxxxxx@FACSTAFF.WISC.EDU>
>Subject: NIH Midwest Regional Seminar, July 15 & 16, 1999
>
>May 27, 1999
>
>JUST A REMINDER THAT SEMINAR REGISTRATION DEADLINE IS: JULY 1ST!!!
>
>FOR THOSE OF YOU WANTING TO STAY AT THE CONCOURSE HOTEL AND BE GUARANTEED
>THE CONFERENCE RATE--DEADLINE FOR RESERVATIONS IS: JUNE 16TH!!!
>
>
>The University of Wisconsin-Madison will be hosting the National Institutes
>of Health (NIH) Midwest Regional Seminar at the Madison Concourse Hotel in
>Madison, Wisconsin on July 15 - 16, 1999.
>
>Additional information regarding the seminar and registration materials may
>be obtained at: http://www.wisc.edu/grad/NIHseminar
>
>For any additional, questions please contact:
>
>Sandi Robins
>Ofc of Research & Graduate Studies
>University of Wisconsin Medical School
>
>xxxxxx@facstaff.wisc.edu
>
>Hope to see you there.
>
>SV
>
>Sharon M. Vetter
>Research Grants Coordinator
>Dept of Pediatrics, H4/455 CSC
>University of Wisconsin-Madison
>600 Highland Avenue
>Madison, WI 53792-4108
>xxxxxx@facstaff.wisc.edu
>(608)263-4719
>FAX(608)263-0440
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
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>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 12:24:35 -0400
>From: "Herbert B. Chermside" <xxxxxx@VCU.EDU>
>Subject: Re: NIH Modular Grant Applications
>
>VCU is using the "actual" F&A Base and F&A amount, as determined using our
>spreadsheet. (see: http://views.vcu.edu/views/ospa/budgetsheet.html
>for modular grant spreadsheet -- some of you have looked at it before.)
>This spreadsheet enables the PI to create a budget very closely approaching
>an exact modular amount. In practice, the PI's come within $100-200 of an
>even multiple modules across all years, so any "loss" of F&A in the budget
>process is a cheap price to pay for a VERY simple budget review ("send a
>copy of the spreadsheet!") and a consistent approach by all PI's.
>
>Chuck
>
>At 11:56 AM 5/25/99 -0500, Diane M Meyer wrote:
>> I would appreciate any feedback from folks who have already dealt with
>>these issues!
>>
>> Since the Indirect Cost is reported on the checklist separate from the
>>Module amount, should the PI show IDC based on
>> -- the real dollars needed (if less than the module amount) OR
>> -- the Module amount (knowing that it will revert to NIH if not used, but
>>at least we have it)?
>>
>> If that happens, the PI will overspend the IDC (if we use the first
>>scenario above).
>>
>> The real dollar total or the Module Total?
>>
>> I don't assume NIH expects to see the same numbers on the Checklist and
>>the Budget (Module) page since *their* examples show a difference. . . but
>>what is the reality?
>>
>>
>> Diane M. Meyer & Grants Iowa State University 221 Beardshear 50011
>>515-294-8000 (fax) http://grants-svr.admin.iastate.edu/candg.html
>Herbert B. Chermside, CRA
>Director, Sponsored Programs Administration
>Virginia Commonwealth University
>PO BOX 980568
>Richmond, VA 23298-0568
>Express Delivery Only:
> Sanger Hall, Rm. 1-073
> 11th & Marshall Streets
> Richmond, VA 23219
>Voice: 804-828-6772
>Fax 804-828-2521
>OFFICE e-mail xxxxxx@VCU.EDU
>Personal e-mail xxxxxx@vcu.edu
>http://views.vcu.edu/views/ospa/
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
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>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 11:46:59 -0500
>From: "Peter J. Dolce" <xxxxxx@CCVAX.MMC.EDU>
>Subject: Re: Taxes for stipends
>
>This is a multi-part message in MIME format.
>--------------EE42C0F6C42FBC525557F1C8
>Content-Type: text/plain; charset=us-ascii
>Content-Transfer-Encoding: 7bit
>
>Thanks to all who responded to my question about taxing stipends.
>
>--------------EE42C0F6C42FBC525557F1C8
>Content-Type: text/x-vcard; charset=us-ascii;
> name="dolcep19.vcf"
>Content-Transfer-Encoding: 7bit
>Content-Description: Card for Peter J. Dolce
>Content-Disposition: attachment;
> filename="dolcep19.vcf"
>
>begin:vcard
>n:Dolce;Peter
>tel;fax:615 327 6716
>tel;work:615 327 6703
>x-mozilla-html:FALSE
>org:Meharry Medical College
>adr:;;1005 Todd Boulevard;Nashville;TN ;37208;
>version:2.1
>email;internet:xxxxxx@ccvax.mmc.edu
>title:Director, Research Support Services
>x-mozilla-cpt:;-6960
>fn:Peter J. Dolce
>end:vcard
>
>--------------EE42C0F6C42FBC525557F1C8--
>
>
>======================================================================
> Instructions on how to use the RESADM-L Mailing List, including
> subscription information and a web-searchable archive, are available
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>
>------------------------------
>
>Date: Thu, 27 May 1999 13:25:53 -0500
>From: "Ann T. McGuigan" <xxxxxx@ILSTU.EDU>
>Subject: Re: Taxes for stipends
>
>One brief note on taxing stipends. If the students receiving the stipends
are
>foreign students, their home country may have a treaty with the US that
>excludes them from the requirement of paying taxes. I know India is one such
>country.
>Ann
>
>Ann T. McGuigan, Ph.D.
>University Research Coordinator
>University Research Office, Illinois State University
>Campus Box 3040, Normal, IL 61790-3040
>
>tel: (309) 438-2528 fax: (309) 438-7912
>xxxxxx@ilstu.edu
>
>Peter J. Dolce wrote:
>>
>> Thanks to all who responded to my question about taxing stipends.
>>
>>
------------------------------------------------------------------------------
>>
>> Peter J. Dolce <xxxxxx@ccvax.mmc.edu>
>> Director, Research Support Services
>> Meharry Medical College
>>
>> Peter J. Dolce
>> Director, Research Support Services <xxxxxx@ccvax.mmc.edu>
>> Meharry Medical College
>> 1005 Todd Boulevard Fax: 615 327 6716
>> Nashville Work: 615 327 6703
>> TN Netscape Conference Address
>> 37208
>> Additional Information:
>> Last Name Dolce
>> First Name Peter
>> Version 2.1
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 14:46:04 -0400
>From: "Ginny L. Goodwin" <xxxxxx@OVPR.UGA.EDU>
>Subject: Re: Taxes for stipends
>
>The U.S. also has a tax treaty with the People's Republic of China.
>
>
>Date sent: Thu, 27 May 1999 13:25:53 -0500
>Send reply to: Research Administration Discussion List
<xxxxxx@HRINET.ORG>
>From: "Ann T. McGuigan" <xxxxxx@ILSTU.EDU>
>Subject: Re: Taxes for stipends
>To: xxxxxx@HRINET.ORG
>
>> One brief note on taxing stipends. If the students receiving the
stipends are
>> foreign students, their home country may have a treaty with the US that
>> excludes them from the requirement of paying taxes. I know India is one
such
>> country.
>> Ann
>>
>> Ann T. McGuigan, Ph.D.
>> University Research Coordinator
>> University Research Office, Illinois State University
>> Campus Box 3040, Normal, IL 61790-3040
>>
>> tel: (309) 438-2528 fax: (309) 438-7912
>> xxxxxx@ilstu.edu
>>
>> Peter J. Dolce wrote:
>> >
>> > Thanks to all who responded to my question about taxing stipends.
>> >
>> >
------------------------------------------------------------------------------
>> >
>> > Peter J. Dolce <xxxxxx@ccvax.mmc.edu>
>> > Director, Research Support Services
>> > Meharry Medical College
>> >
>> > Peter J. Dolce
>> > Director, Research Support Services <xxxxxx@ccvax.mmc.edu>
>> > Meharry Medical College
>> > 1005 Todd Boulevard Fax: 615 327 6716
>> > Nashville Work: 615 327 6703
>> > TN Netscape Conference Address
>> > 37208
>> > Additional Information:
>> > Last Name Dolce
>> > First Name Peter
>> > Version 2.1
>>
>>
>> ======================================================================
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>> subscription information and a web-searchable archive, are available
>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
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>------------------------------
>
>Date: Thu, 27 May 1999 14:52:44 -0500
>From: "Deborah L. (Debbie) Smith (901) 448-5587" <xxxxxx@UTMEM1.UTMEM.EDU>
>Subject: MTA/Collaborative Research Agreement Form
>
>Does anyone out there have a GOOD form for a combined MTA/collaborative
>research agreement, when the University is the party providing the material?
>No $.
>
>Thanks.
>
>Please respond directly to xxxxxx@utmem.edu
>
>
>Debbie Smith
>UT Memphis
>
>
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>
>------------------------------
>
>Date: Thu, 27 May 1999 16:07:00 -0400
>From: "Helen G. Kiss" <xxxxxx@MUOHIO.EDU>
>Subject: Motivating Faculty
>
>I recently attended a conference on contracts and grants, and one of the
topics discussed was how sponsored research offices motivate faculty to
submit proposals. What do your offices do to tackle this tricky area?
>
>Helen
>
>
>
>*******************************************************
>Helen G. Kiss, Ph.D.; xxxxxx@muohio.edu
>Office for the Advancement of Scholarship and Teaching
>107 Roudebush Hall
>Miami University
>Oxford, OH 45056
>Voice: (513)529-3734; Fax: (513)529-3762
>http://www.muohio.edu/oast/
>
>
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> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 16:24:00 -0400
>From: "Steven R. Hoagland, Ph.D." <xxxxxx@UAKRON.EDU>
>Subject: Re: Motivating Faculty
>
>This is a multi-part message in MIME format.
>--------------FA4E929E3EF0CAD28117028B
>Content-Type: text/plain; charset=us-ascii
>Content-Transfer-Encoding: 7bit
>
>Aside from diminishing any administrative obstacles, leave that one to the
colleges, departments, and higher units!
>
>
>
>"Helen G. Kiss" wrote:
>
>> I recently attended a conference on contracts and grants, and one of the
topics discussed was how sponsored research offices motivate faculty to
submit proposals. What do your offices do to tackle this tricky area?
>>
>> Helen
>>
>> *******************************************************
>> Helen G. Kiss, Ph.D.; xxxxxx@muohio.edu
>> Office for the Advancement of Scholarship and Teaching
>> 107 Roudebush Hall
>> Miami University
>> Oxford, OH 45056
>> Voice: (513)529-3734; Fax: (513)529-3762
>> http://www.muohio.edu/oast/
>>
>> ======================================================================
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>> subscription information and a web-searchable archive, are available
>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>> ======================================================================
>
>--------------FA4E929E3EF0CAD28117028B
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> name="hoaglan.vcf"
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>Content-Disposition: attachment;
> filename="hoaglan.vcf"
>
>begin:vcard
>n:Ph.D.;Steven R. Hoagland,
>tel;fax:330-972-6281
>tel;work:330-972-7666
>x-mozilla-html:FALSE
>url:http://www.uakron.edu/orssp
>org:The University of Akron;Research Services and Sponsored Programs
>adr:;;;Akron;OH;44325-2102;USA
>version:2.1
>email;internet:xxxxxx@uakron.edu
>title:Associate Director and IRB Vice Chair
>fn:Steven R. Hoagland, Ph.D.
>end:vcard
>
>--------------FA4E929E3EF0CAD28117028B--
>
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>
>------------------------------
>
>Date: Thu, 27 May 1999 16:45:33 -0400
>From: Julie Cole <xxxxxx@WFU.EDU>
>Subject: Re: Motivating Faculty
>
>We did a presentation on this topic at the NCURA PUI conference a few
years ago. If interested, please respond to me directly and I'll send the
power point file to you.
>
>Julie
>
>Helen G. Kiss wrote:
>
>> I recently attended a conference on contracts and grants, and one of the
topics discussed was how sponsored research offices motivate faculty to
submit proposals. What do your offices do to tackle this tricky area?
>>
>> Helen
>>
>> *******************************************************
>> Helen G. Kiss, Ph.D.; xxxxxx@muohio.edu
>> Office for the Advancement of Scholarship and Teaching
>> 107 Roudebush Hall
>> Miami University
>> Oxford, OH 45056
>> Voice: (513)529-3734; Fax: (513)529-3762
>> http://www.muohio.edu/oast/
>>
>> ======================================================================
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>> subscription information and a web-searchable archive, are available
>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>> ======================================================================
>
>
>
>--
>Julie B. Cole
>Executive Director
>University Programs and Partnerships
>Wake Forest University
>336/758-5888
>336/758-1959 FAX
>xxxxxx@wfu.edu
>
>
>======================================================================
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>
>------------------------------
>
>Date: Thu, 27 May 1999 15:04:41 -0600
>From: Gwen Logan Gennaro <xxxxxx@DENVER.DU.EDU>
>Subject: Re: Taxes for stipends
>
>We're also struggling with this issue. The latest info I have from NIH
>regarding NRSA stipends states that it's "unallowable for institutions to
seek
>funds for or to charge individual fellowship awards for costs that would
>normally be associated with employee benefits (for example, FICA, workman's
>compensation, and unemployment insurance)." Has this changed? Does anyone
>have a ruling from the IRS on this issue?
>
>Thanks for your wisdom.
>
>Gwen Logan Gennaro
>Senior Project Administrator
>University of Denver
>Office of Sponsored Programs
>phone: 303/871-4053
>fax: 303/871-2623
>
>
>======================================================================
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>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 16:25:40 -0500
>From: "Peter J. Dolce" <xxxxxx@CCVAX.MMC.EDU>
>Subject: Adjunct faculty
>
>This is a multi-part message in MIME format.
>--------------DA64E619442EF9E0327D9ADA
>Content-Type: text/plain; charset=us-ascii
>Content-Transfer-Encoding: 7bit
>
>Does anybody out there allow adujuct faculty--by which I mean person who
>hold faculty status and, say, teach from time to time, but are not
>employees--to apply for grants?
>
>--------------DA64E619442EF9E0327D9ADA
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> name="dolcep19.vcf"
>Content-Transfer-Encoding: 7bit
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> filename="dolcep19.vcf"
>
>begin:vcard
>n:Dolce;Peter
>tel;fax:615 327 6716
>tel;work:615 327 6703
>x-mozilla-html:FALSE
>org:Meharry Medical College
>adr:;;1005 Todd Boulevard;Nashville;TN ;37208;
>version:2.1
>email;internet:xxxxxx@ccvax.mmc.edu
>title:Director, Research Support Services
>x-mozilla-cpt:;-6960
>fn:Peter J. Dolce
>end:vcard
>
>--------------DA64E619442EF9E0327D9ADA--
>
>
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>
>------------------------------
>
>Date: Thu, 27 May 1999 16:53:28 -0500
>From: Kim Moreland <xxxxxx@RGSPS.WPO.UKANS.EDU>
>Subject: Re: Adjunct faculty
>
>Yes, Peter. We have a policy that allows persons outside the institution =
>to become PIs in certain circumstances. If you want a copy of the policy, =
>let me know.
>
>Kim
>
>Kim Moreland, Director
>Contract Negotiations & Research Compliances
>The University of Kansas
>Center for Research, Inc.
>2385 Irving Hill Road
>Lawrence, KS 66044-7552
>785/864-7431 (phone)
>785/864-5049 (fax)
>email: xxxxxx@ukans.edu
>
>>>> "Peter J. Dolce" <xxxxxx@CCVAX.MMC.EDU> 05/27 4:25 PM >>>
>Does anybody out there allow adujuct faculty--by which I mean person who
>hold faculty status and, say, teach from time to time, but are not
>employees--to apply for grants?
>
>
>======================================================================
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>
>------------------------------
>
>Date: Thu, 27 May 1999 16:57:34 -0500
>From: "Deborah L. (Debbie) Smith (901) 448-5587" <xxxxxx@UTMEM1.UTMEM.EDU>
>Subject: Re: Adjunct faculty
>
>Yes, UT Memphis will allow adjunct/volunteer faculty to apply for grants;
>however, they cannot include SALARY for themselves on the grant unless the
>department head indicates that he/she plans for the faculty member to be
added
>to the regular faculty later.
>
>Debbie Smith
>xxxxxx@utmem.edu
>
>
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>
>------------------------------
>
>Date: Thu, 27 May 1999 18:04:33 -0400
>From: "Herbert B. Chermside" <xxxxxx@VCU.EDU>
>Subject: Re: Motivating Faculty
>
>It's my view that motivating them is the responsibility of academic
>management, whereas our (research administrators') duty is to make it as
>easy for them as possible, by providing a "can-do" service approach and
>lots of tools to minimize their administrativew work. Often we can even be
>the conduit for some motivators, but that usually comes about when our
>highest research executive is doing the motivating and trying to get "spill
>over" of pleasant thoughts towards us RA's who are often seen as nitpickers
>and roadblocks.
>
>Chuck
>
>
>At 04:07 PM 5/27/99 -0400, Helen G. Kiss wrote:
>>I recently attended a conference on contracts and grants, and one of the
>topics discussed was how sponsored research offices motivate faculty to
>submit proposals. What do your offices do to tackle this tricky area?
>>
>>Helen
>>
>>
>>
>>*******************************************************
>>Helen G. Kiss, Ph.D.; xxxxxx@muohio.edu
>>Office for the Advancement of Scholarship and Teaching
>>107 Roudebush Hall
>>Miami University
>>Oxford, OH 45056
>>Voice: (513)529-3734; Fax: (513)529-3762
>>http://www.muohio.edu/oast/
>>
>>
>>======================================================================
>> Instructions on how to use the RESADM-L Mailing List, including
>> subscription information and a web-searchable archive, are available
>> via our web site at http://www.hrinet.org (click on "Listserv Lists")
>>======================================================================
>>
>
>
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>
>------------------------------
>
>Date: Thu, 27 May 1999 15:56:20 -0600
>From: Gwen Logan Gennaro <xxxxxx@DENVER.DU.EDU>
>Subject: Re: Adjunct faculty
>
>If they will be awarded to our university, yes, with the approval of the
>department chair.
>
>Gwen
>*********************
>Gwen Logan Gennaro
>Senior Project Administrator
>University of Denver
>Office of Sponsored Programs
>voice: 303/871-4053
>fax: 303/871-2623
>xxxxxx@denver.du.edu
>
>Peter J. Dolce wrote:
>
>> Does anybody out there allow adujuct faculty--by which I mean person who
>> hold faculty status and, say, teach from time to time, but are not
>> employees--to apply for grants?
>>
>> ------------------------------------------------------------------------
>>
>> Peter J. Dolce <xxxxxx@ccvax.mmc.edu>
>> Director, Research Support Services
>> Meharry Medical College
>>
>> Peter J. Dolce
>> Director, Research Support Services <xxxxxx@ccvax.mmc.edu>
>> Meharry Medical College
>> 1005 Todd Boulevard Fax: 615 327 6716
>> Nashville Work: 615 327 6703
>> TN Netscape Conference Address
>> 37208
>> Additional Information:
>> Last Name Dolce
>> First Name Peter
>> Version 2.1
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
> via our web site at http://www.hrinet.org (click on "Listserv Lists")
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>
>------------------------------
>
>Date: Thu, 27 May 1999 16:14:16 -0600
>From: "Claire L. Carlson" <xxxxxx@SELWAY.UMT.EDU>
>Subject: Re: Adjunct faculty
>
>Yes, we do, as long as the department and college are willing.
>
>Claire L. Carlson
>Assistant Vice President for Research
>The University of Montana
>
>At 04:25 PM 5/27/99 -0500, you wrote:
>>Does anybody out there allow adujuct faculty--by which I mean person who
>>hold faculty status and, say, teach from time to time, but are not
>>employees--to apply for grants?
>>
>>Attachment Converted: "C:\EUDORA\Attach\dolcep194.vcf"
>>
>Claire L. Carlson
>Assistant Vice President for Research
>The University of Montana
>E-mail: xxxxxx@selway.umt.edu
>Phone: 406-243-5796
>Fax: 406-243-6330
>
>
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>
>------------------------------
>
>Date: Thu, 27 May 1999 18:29:48 -0400
>From: Rusty Okoniewski <xxxxxx@GNV.IFAS.UFL.EDU>
>Subject: Re: Motivating Faculty
>
>Herbert (and RESADM-L)
> While I can't argue with much of your logic, that is...we as research
>administrators need to make the research process as easy as possible for our
>faculty...and facilitate excellence in research by providing a "can-do"
>approach...I still believe that we must play a critical role in the
>motivation process. If we honestly believe we really don't effect research
>motivation, then we won't!!
> Of course, higher level administrators must be the prime
motivators. But
>that motovation must flow down to the lowest levels of research
>administration. If we don't all buy-in to the concept, the faculty surely
>won't. Even our student assistants understand that they play a very
>important role in motovating research at the University of Florida, IFAS.
> And if,for one second, we allow the concept of "nitpickers and
roadblocks"
>to be assoicated with our profession, our research programs are forever
>doomed.
>Rusty Okoniewski, Interim Director
>IFAS Sponsored Programs
>University of Florida
>G040 McCarty Hall-D
>PO Box 110110
>Gainesville, FL 32611-0110
>Telephone: (352) 392-2356
>Fax: (352) 392-8479
>E-mail: xxxxxx@gnv.ifas.ufl.edu
>Visit IFAS Sponsored Programs Homepage
> http://grants.ifas.ufl.edu
>
>
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>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 15:35:17 -0700
>From: "McCann, John" <xxxxxx@EVERGREEN.EDU>
>Subject: Re: Adjunct faculty
>
>Yes, adjunct faculty at Evergreen may apply for grants through the SRO.
>
>John McCann, Ph.D.
>Academic Grants Program Manager
>Office of the Academic Vice President and Provost
>The Evergreen State College
>Olympia, WA 98505
>Phone: 360-866-6000 ext 6045
>Fax: 360-866-6823
>E-Mail: xxxxxx@elwha.evergreen.edu
>
>> ----------
>> From: Peter J. Dolce[SMTP:xxxxxx@CCVAX.MMC.EDU]
>> Reply To: Research Administration Discussion List
>> Sent: Thursday, May 27, 1999 2:25 PM
>> To: xxxxxx@hrinet.org
>> Subject: Adjunct faculty
>>
>> <<File: dolcep19.vcf>>
>> Does anybody out there allow adujuct faculty--by which I mean person who
>> hold faculty status and, say, teach from time to time, but are not
>> employees--to apply for grants?
>>
>
>
>======================================================================
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> subscription information and a web-searchable archive, are available
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>======================================================================
>
>------------------------------
>
>Date: Thu, 27 May 1999 16:38:02 -0700
>From: "James R. Brett" <xxxxxx@CSULB.EDU>
>Subject: Re: Motivating Faculty
>
>The Deans and Departments are crucial, if not completely alone in this.
Research offices must be ready (instantly) when Deans and Departments need
support, typically as ideas seem to blossom best in the absence of
>program guidelines, rules, and restrictions. Research offices should also
be able to distinguish the different cultures and climates on campus,
making allowances for the different training needs of the less involved.
>
>Jim
>
>
>"Helen G. Kiss" wrote:
>
>> I recently attended a conference on contracts and grants, and one of the
topics discussed was how sponsored research offices motivate faculty to
submit proposals. What do your offices do to tackle this tricky area?
>>
>> Helen
>>
>> *******************************************************
>> Helen G. Kiss, Ph.D.; xxxxxx@muohio.edu
>> Office for the Advancement of Scholarship and Teaching
>> 107 Roudebush Hall
>> Miami University
>> Oxford, OH 45056
>> Voice: (513)529-3734; Fax: (513)529-3762
>> http://www.muohio.edu/oast/
>>
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>
>--
>James R. Brett, Ph.D., Director
>Office of University Research
>California State University, Long Beach
>562-985-4833 fax 985-8665
>http://www.csulb.edu/~research
>
>
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>------------------------------
>
>Date: Thu, 27 May 1999 21:15:29 EDT
>From: Jean LInton <xxxxxx@AOL.COM>
>Subject: Unsubscribe
>
>
>
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>------------------------------
>
>End of RESADM-L Digest - 26 May 1999 to 27 May 1999
>***************************************************
>
>
Deborah Everds
Cell & Molecular Biology
Northwestern University Medical School
303 East Chicago Avenue
Chicago, IL 60611
Phone: 312-503-4334
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