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Polaris House, North Star Avenue, Swindon, Wiltshire, SN2 1ET Tel (01793) 444000 Helpline (01793)

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Presentation on theme: "Polaris House, North Star Avenue, Swindon, Wiltshire, SN2 1ET Tel (01793) 444000 Helpline (01793)"— Presentation transcript:

1 Polaris House, North Star Avenue, Swindon, Wiltshire, SN2 1ET Tel (01793) 444000 e-mail: Helpline (01793) 444100 Engineering and Physical Sciences Research Council

2 John Wand Programme Operations Tel: 01793 444457 e-mail: EPSRC Polaris House North Star Avenue Swindon SN2 1ET

3 Who funds HE research? Insert pie chart of sources of HE Research income for most recent year available - see SET Statistics

4 HEI Research income Insert the slide from the XCR and the IiI report Expenditure by FCs and other funders 0 500 1000 1500 2000 2500 1988-891989-901990-911991-921992-931993-941994-951995-961996-971997-981998-991999-00 HEFCs Total project funders

5 The problem: trends lIncreased pressure on all HEI staff to conduct and publish research lPoor understanding of cost base lNeglect of long-run costs lLow price culture lStagnating QR alongside increased project funding

6 The problem: present position lUnder-investment in university infrastructure highlighted in the Dearing Report in 1997 lTransparency Review (2000) detailed  Backlog  Recurrent gap lInvesting in Innovation (2002) confirmed a “persistent failure to invest in research infrastructure” lS&I Investment Framework (2004) affirmed need to address this

7 Investing in Innovation/S&I Investment Framework lResearch in HEIs must be sustainable lHEIs must understand and recover FEC overall lDual support system remains lGovernment is contributing very significant amounts of money for sustainability:  SRIF increasing to a permanent stream of £500M per year  Extra QR (£244M + SR2004)  Extra money for Research Councils (£120M+£80M) lBetter cost recovery from others eg Government Departments

8 Implementation lCalculating full economic cost of individual projects lTerms of trade between HEIs and RCs

9 TRAC Methodology lTRansparent Approach to Costing lActivity Based Costing lIntroduced at high level lTeaching (public & non publicly funded) lResearch (PF and NPF) lOther lCost not Income lAccepted by HMT

10 TRAC Methodology lExtend to Project level lRobust, consistent lBalance accuracy and bureaucracy lNO Timesheets lRoll out by January 2005 (grant applications to RCs from Sep ‘05, money paid out from April 2006) lQA process lBenchmarking exercise

11 Project Costing CurrentfEC Dedicated staffXX Academic staff -timeXX Academic staff - costX EquipmentXX Other costs, T&SXX Indirect costs – 46%X Space charge – per FTEX Indirect cost – per FTEX

12 Terms of trade between HEIs and RCs lRCs pay a fixed % of full economic cost lMoving to ‘close to’ 100% by 2010 lIncludes Fellowships (including RS, RAEng) lExcludes PGR (for the present)

13 RC Funding; current position FULL ECONOMIC COSTS Direct costs Indirect costs eligible staff costs (e.g. Research Assistants, support staff) Research council contribution to indirect costs = 46% of eligible direct staff costs The institution must find the rest from other sources. other eligible equipment costs (e.g. equipment) ineligible costs (e.g. salary of the Principal Investigator) Eligible – RC will pay these costs Shaded area – what RC will fund

14 RC funding; proposed model FULL ECONOMIC COSTS Direct costs Indirect costs Research Council pays approx 70% of full costs The institution must find the rest from other sources.

15 Proposal Form lDirectly Incurred  Staff  Equipment  T&S  Consumables lDirectly Allocated  Investigators  Estates  Other Directly Allocated (eg pool technicians) lIndirect Costs lExceptions

16 Issues for move to FEC lWhat percentage of FEC? roughly 70% lSame for all disciplines/RCs? (Yes) lPaying for P.I. salary? (Yes) l37.5 hr working week for costing purposes lDepartments with no QR? (Yes) lTimescale and transition (Sept 2005) lMonitoring and adjustments

17 Issues for RCs for move to FEC lMonitoring academic time on projects etc lApplication numbers lDifferences between indirect cost rates ‘legitimate’ or inefficient? lVerification/audit lAssessment – value for money? lMathematics Small Grants

18 Value for Money l‘Research grant applications will be externally peer reviewed in the same way as they are at present. …. This will not require a fundamental change in the role of the Committees whose job has always been primarily to advise on the quality of science described in the applications.’

19 Issues for HoDs in move to FEC lAcademic time – balance between T & R lBudget  are costs being recovered?  What does the department pay for? lAccess to QR funds

20 Provisional Timescale lNew data requirements and processes (Paper based) September 2004 lAdministrative Workshops Autumn 2004 lTraining of peer reviewers mid 2005 lElectronic forms available mid 2005 lApplications on new basis from Sept 2005

21 Culture Change lProject costing methodology to be rolled out further than TRAC in HEIs (will impact on P.I.s) lHEIs know costs and set prices accordingly lRCs operations will need to change (brief peer reviewers) lNon RC funders – expect to fund all or part of FEC

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