wendy g. harris, director of budget and resource planning
TRANSCRIPT
Wendy G. Harris,
Director of Budget and Resource Planning
Current status of Illinois Math funding Resources External funding:
Deadlines Budget Content Submission Management
Internal funding: As above
Currently: 69 external grants (46 NSF; 17 Simons
Foundation, 2 NSA, 1 via UPenn, 1 US Dept Ed, 1 Actuarial Foundation, 1 Sloan Foundation) $10,284,596 direct total (Math) $13,701,979 direct plus indirect total (Math) $198,579 average (direct plus indirect)
6 internal grants (Research Board) $104,579 total $14,940 average
64 faculty, postdocs, emeritus, other academics
Find funding opportunities and deadlines Department website:
http://www.math.illinois.edu/Businessoffice/ Grant Forward: http://www.grantforward.com/index Federal Government: http://www.grants.gov Campus Research Board (faculty):
http://crb.research.illinois.edu/ Scholars’ Travel Fund (faculty, lecturers):
http://research.illinois.edu/stf/ Fellowships/grants (grad students):
http://www.grad.uiuc.edu/funding-jobs
Sample Deadlines (due to Wendy) September 9: Sloan Foundation Fellow September 16: NSF Focused Research Groups September 23: Simons Foundation Fellow; NSF
Analysis, Foundations, Combinatorics October 3: NSF Algebra/Number Theory October 7: National Security Agency October 29: NSF Topology, Geometric Analysis October 31: NSF Probability November 7: Simons Foundation Symposia; NSF
Applied Math, Computational Math, Math Bio
Deadlines that do not go through Wendy September 4: Scholars Travel October 1: MSRI Research Professor October 2: Campus Research Board, Scholars
Travel October 16: NSF PostDoc Fellowship October 31: MSRI Summer workshop November 5: NSF Grad Research Fellowship November 6: Scholars Travel December 1: MSRI Research Member, MSRI
Research PostDoc
Review the guidelines Margins, font, font size, page limits Budget restrictions Eligibility:
NSA: Algebra, No. Theory, Discrete Math, Probability; citizen or permanent resident; PIs, PDs, and RAs must be citizens or permanent residents
NSA: Young Investigators: up to 10 years after PhD
MSRI Research Professor: tenured associate professor with PhD before 2004
Eligibility: NSF: REU, REGs, Grad Research Fellow,
Postdoctoral Research fellow: funding for citizens or permanent residents
NSF Postdoctoral Research Fellow: PhD less than 2 years ago
Special attachments to include Special formatting See step by step guides on Business Office website Budget/budget justification: Wendy Harris Content: your mentor, other faculty, and your
program officer
Stick to the guidelines (margins, pages, font size, font, etc.)
Summary Description Biographical sketch Current and pending grants Facilities and Resources Budget Budget justification
Summary: Broader impact/intellectual merit
http://www.nsf.gov/pubs/gpg/broaderimpacts.pdf 3rd person; understandable by lay reader; cut and
paste into 3 sections Proposal: section: broader impacts of project,
results from prior NSF support (including intellectual merit and broader impacts)
Biography: products, not publications; specific requirements for who to include as collaborators; certain format
Data management plan
Supplementary document-under 2 pages Types of data to be produced Standards for data/metadata format Policies for access/sharing of data Policies for re-use, re-distribution and production of
derivatives Plans for archiving **Can state that no plan is needed, but justify why
PI salary (up to 2 mos summer) Research assistants (2, 4.5, 9, or 11 months at 25%+) Research Experience for Undergraduates (REUs) Benefits (6.36% to 42.94%) Tuition remission (64%) Services/collaborator travel Foreign and domestic (including Canada) travel Participant costs for conferences Equipment Facilities and administration costs (58.6%) on all
except tuition and participant costs
Nearly impossible to justify: Supplies Printers Computers
Cannot fund: Books Meals with visitors
Budget justification: What will student do? Who might you invite here? Where might you travel?
2 mos salary @ $6,000/mo: $12,000 50% RA 9 mos @ $2,118.40/mo: $19,066 benefits: $6,366 tuition remission (64% RA): $11,821 collaborator travel: $1,000 domestic travel: $1,000 foreign travel: $2,000 Indirect costs (58.6%): $24,279 TOTAL: $77,532
Renewal: “additional funding for a support period subsequent to that provided by a standard or continuing grant” Talk to program officer first Include human-resources development of those on
grant within Results from Prior NSF Support Treated as a new grant
Continuation: optional additional funding that was noted in award documents; received based on progress/funds/timely annual report
Target date: proposals may be accepted after this, but you may miss a panel
Deadline date: will not be reviewed after this date
Window: period in which proposals will be accepted, with final date being a deadline
I treat all as deadlines!!
Young Investigator: $20,000 per year for two years If $6,000/mo salary:
2 mos salary, no student, no travel 1.25 mos salary, 1 mos 50% RA, $4,000 travel 1 mos salary, 1.5 mos 50% RA, $4,000 travel, $1,200 computer
Standard Grant: $40,000 for one year If $8,000/mo salary and $6,000/mo PD:
1 mos salary, 1.66 mos RA, $2000 equipment/supplies, $4,000 travel
1 mos salary, 1 mos PD salary, 1 mos RA, $1,920 travel Also funding for conferences, workshops, REUs
Purpose: increase collaborative contacts Eligibility: tenured, tenure track, professor
emeritus; active research/publications; cannot hold grant of over $3,000/yr that allows travel; no citizenship requirements
Funding: $7,000 per year for 5 years $5,000 for PI: travel, computers, computer support,
supplies, books $1,000 for department: “enhance research
atmosphere”; $1,000 indirect costs
Most submitted online https://www.fastlane.nsf.gov/fastlane.jsp www.grants.gov http://pjm.math.berkeley.edu/nsa-ams/ https://proposalcentral.altum.com Complete a week before agency deadline due to
routing: PI and department signatures Sent to UIUC Grants and Contracts Revisions/corrections Submission to funding agency
Forward letter to Wendy Adjusting the budget
Revise budget Impact statement Abstract (to NSF)
Review the agreement: reporting, citation in publications, foreign travel limitations
Fund set up
Funded incrementally or all at once Know policies for spending money:
See guidelines at http://www.math.illinois.edu/Businessoffice/
Questionable: books, computers, supplies Plan ahead: foreign travel (NSA; US Carriers) Unallowable: your own meal when eating with a
visitor Ask for help in advance:
We pay for flights, conference registration, visitor flights, visitor hotels
Reimbursing foreign visitors
Read your statements Expenditure confirmations Reporting Rebudgeting Extension requests
Campus Research Board Eligible: full-time tenured and tenure track
faculty; others may also be considered Purpose:
Faculty focus New initiatives/directions Supports preliminary studies Supplements other resources
Guidelines: $30,000 limit (or $10,000 for pilot
projects) 5 page narrative Budget and budget justification Due October 2, January 22, February 26
Submission process: Submit online See Research Board RA rates on Math
website No department review needed
Review process: 2 Campus Research Board members plus 3
peers review application Look at quality and importance of research;
probable impact on field; value to applicant’s development; quality and productivity of applicant; budget appropriateness
Once awarded: Business office notified Account set up
Eligible: full-time tenured or tenure-track faculty, full-time lecturers
Purpose: Support for conferences where you will present
Guidelines: 1 trip per fiscal year: full/associate professors,
lecturers (may be foreign or domestic) 2 trips per fiscal year: assistant professors (one
foreign, or both domestic) CAN have an external grant Must plan in advance Amounts are predetermined: $350-$1,050
domestic; $850-$1,950 international
Due dates: Oct 3, Nov 6, Dec 4, Jan 8, Feb 5, Mar 5, Apr 2,
May 7, Jun 4 Submission process:
Application is online No department copy needed
Once awarded: Bring notice along with receipts for
reimbursement