PRESENTORS:DAN W. HAMLIN, EXECUTIVE VICE PRESIDENT, ECLAT CONSULTING, LLC.ROBERT KLEIN, SENIOR MANAGER, BEARINGPOINT, INC.

WELCOME AND INTRODUCTION TO THE RESEARCH STIMULUS WELCOME TO THE SESSIONAGENDA

OVERVIEW OF THE STIMULUS PLANSPECIFIC IMPACT ON THE RESEARCH ENTERPRISETHE 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

OVERVIEW OF THE STIMULUS PLAN AND THE RESEARCH ENTERPRISE1512OMB’s FIRST DOCUMENTSUBSEQUENT AGENCY RELEASESASSOCIATION RELEASESOMB’s MOST RECENT RELEASE OF

DATA ELEMENTS

SPECIFIC IMPACT ON RESEARCH UNIVERSITIES

THE GOOD AND THE BADADDITIONAL FUNDING OF NEW RESEARCHNEW STEPS FORWARD TOWARD DISCOVERY

AND THE IMPROVEMENT OF HEALTH AND LIFENEW JOBS AND THE EXTENSION OF JOBSTHE VOLUME MAY KILL USMAJOR MANAGEMENT CHALLENGESREPORTING, REPORTING AND MORE

REPORTINGHOW DO WE GET THE NEW DATA AND

CONSOLIDATE REPORTING?AUDITS GALORE

THE RULES1512OMBAGENCY

QUARTERLY VS MONTHLY REPORTINGREPORTING ON TOP SALARIESREPORTING ON ALL SALARIES OVER

$50,000

WHAT DO WE NEED TO DO NOW?KEEP UP TO DATEFORMULATE 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

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

HOW DO WE HANDLE THE COST?LOOK FOR NEW RULE MAKING AT THE

OMB LEVELALLOW 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

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!

THE TIMEFRAMENOWTHE RULEMAKING AND DESIGN NEEDS TO

BE COMPLETE IN MAYREPORTING 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

Q and AYOUR QUESTIONS OUR BEST ANSWERS AS OF TODAY.