1. STIMULUS AWARDS: A RESEARCHERS DREAM OR AN ADMINISTRATOR’S NIGHTMARE
PRESENTORS:
DAN W. HAMLIN, EXECUTIVE VICE PRESIDENT, ECLAT CONSULTING, LLC.
ROBERT KLEIN, SENIOR MANAGER, BEARINGPOINT, INC.

2. WELCOME AND INTRODUCTION TO THE RESEARCH STIMULUS
WELCOME TO THE SESSION
AGENDA
OVERVIEW OF THE STIMULUS PLAN
SPECIFIC IMPACT ON THE RESEARCH ENTERPRISE
THE RULES AS THEY EXIST
IS THERE VARIANCE BY AGENCY?
EXAMPLES
WHAT DO YOU NEED TO DO NOW?
WHAT IS THE TIMEFRAME IN WHICH WE NEED TO WORK?
Q & A

3. OVERVIEW OF THE STIMULUS PLAN AND THE RESEARCH ENTERPRISE
1512
OMB’s FIRST DOCUMENT
SUBSEQUENT AGENCY RELEASES
ASSOCIATION RELEASES
OMB’s MOST RECENT RELEASE OF DATA ELEMENTS

4. SPECIFIC IMPACT ON RESEARCH UNIVERSITIES
THE GOOD AND THE BAD
ADDITIONAL FUNDING OF NEW RESEARCH
NEW STEPS FORWARD TOWARD DISCOVERY AND THE IMPROVEMENT OF HEALTH AND LIFE
NEW JOBS AND THE EXTENSION OF JOBS
THE VOLUME MAY KILL US
MAJOR MANAGEMENT CHALLENGES
REPORTING, REPORTING AND MORE REPORTING
HOW DO WE GET THE NEW DATA AND CONSOLIDATE REPORTING?
AUDITS GALORE

5. THE RULES 1512 OMB AGENCY QUARTERLY VS MONTHLY REPORTING
REPORTING ON TOP SALARIES
REPORTING ON ALL SALARIES OVER $50,000

6. WHAT DO WE NEED TO DO NOW? KEEP UP TO DATE
FORMULATE A SMALL GROUP TO MANAGE THE PROCESS
INCLUDE RESEARCH PRE AND POST AWARD STAFF, FACULTY, DEPT ADMIN., CFO, AND V.P. RESEARCH
THEY NEED TO NOT ONLY DETERMINE DIRECTION, MAKE BASIC DECISIONS ON APPROACHING THE ISSUES BEFORE THE UNIVERSITY, BUT ULTIMATELY TAKE THESE DECISIONS FORWARD TO THE REST OF THE UNIVERSITY
IDENTIFY THE MISSING DATA AND DETERMINE HOW IT WILL BE COLLECTED AND REPORTED BACK TO THE GOVERNMENT
NUMBER OF NEW POSITIONS
NUMBER OF RETAINED POSITIONS
TOP SALARIES

7. WHAT DO WE NEED TO DO NOW?
SALARIES OVER $50,000 PAID ALL OR IN PART WITH STIMULUS FUNDS
CODING STRUCTURE FOR REPORTING SEPARATELY AND TOGETHER
REPORTING THE NON-FINANCIAL GOALS AND THEIR ATTAINMENT, QUARTERLY (THE 50% RULE)
DO YOU HAVE CONTRUCTION FUNDING VIA STIMULUS?
CONSOLIDATING REPORTING BY AWARD/PROJECT, STIMULUS FUNDING ETC. AND PREPARING THE QUARTERLY REPORTS
INVOLVING IT AND OUTSIDE SOURCES

8. HOW DO WE HANDLE THE COST?
LOOK FOR NEW RULE MAKING AT THE OMB LEVEL
ALLOW DIRECT RECOVERY AT THE AWARD LEVEL FOR SUPPORT STAFF TO SUPPORT RESEARCHERS AND DEPARTMENTS
ALLOW RECOVERY AS AN INDIRECT ADMINISTRATIVE COST
SPECIAL ONE TIME RATE INCREASE TO COVER THE COST
ADJUST THE DEPT. ADMIN.CAP THROUGH FY2012
OTHER

9. HOW DO WE HANDLE THE COST?
YOU NEED TO GET YOUR UNIVERSITY BEHIND THE FUNDING. GET YOUR PRESIDENT, OTHER EXECUTIVES AND BOARD MEMBERS ACTIVE.
DO IT NOW!

10. THE TIMEFRAME
NOW
THE RULEMAKING AND DESIGN NEEDS TO BE COMPLETE IN MAY
REPORTING IS 10 DAYS AFTER THE END OF THE QUARTER (JULY 10, 2009) THIS MAY BE EXTENDED SLIGHTLY IN THE FIRST QUARTER
YOU NEED TO DEVELOP, DESIGN THE SYSTEM, GET BUY IN AT MULTIPLE LEVELS, COMPLETE AND TEST THE SYSTEM, TRAIN STAFF AND FACULTY, ROLLOUT AND IMPLEMENT BY JULY

11. Q and A
YOUR QUESTIONS
OUR BEST ANSWERS AS OF TODAY.