What to Expect When the Call Comes

Nancy Goff, Director of DevelopmentFive Colleges, Incorporated

FCI: Five Colleges, Incorporated, the 501(c)(3) consortium of Amherst, Hampshire, Mount Holyoke & Smith Colleges and the University of Massachusetts Amherst; founded in 1965 to support educational goals of members.

Academic programs, shared administrative and faculty positions, bus system, joint library catalog, fiber optic network, open cross course registration.

Institutional and program grantsSmall central office staff

For NSF:◦ Initial Contact:

Tamara Bowman & Rosalind Jackson-Lewis, Team Leaders Monitoring & Bus. Assistance, Div. of Institution & Award Support

◦ Site Visit: Beatriz Azor, Cost Analyst, Div. of Institution & Award Support

Tarsha Johnson, Grants Mgmt. Spec., Div. of Grants & Agreements

For Contractor Booz Allen Hamilton (BAH)◦ John McQueston and Hailey Beller

For FCI◦ Treasurer(s)◦ Assistant to the Treasurer ◦ Director of Development

November January-May July Fall◦ 2009 2010 2010 2010

NSF contacts Info/document NSF site FinalFCI Treasurer sharing with NSF visit NSF (AOR) contractor report

Booz Allen

Information requested by Booz Allen:◦ Organizational info◦ Policies and Procedures◦ Financial infoFive Month Process: mail, email and phone calls

Responded as quickly as we could:◦ Created spreadsheet to understand the request◦ Organized our policy and procedure documents◦ Reviewed and updated documents◦ Created new documentsFilled a 3 inch binder

NSF team visited 3 days in July Brought Booz Allen list of issues Meetings, document review, closing session Toured campus labs to see equipment (MRI) Met with PI Final report expected in October, not yet

received

Opportunity to review and update policies and procedures.

Be proactive! Written procedures are key. Be quick to respond to all requests. Support your position; push back. Document the process with a paper trail,

notes and emails.

Nancy Goff, Director of DevelopmentFive Colleges, Incorporatedngoff@fivecolleges.edu(413) 256-8316