B&P Office Overview

Report
Office Overview and Proposal Process
Caron Chambers
Manager, Budget Operations
Director
Rena Brasher-Alleva
Administrative
Assistant
Budget Specialist
(Part-time Casual)
Amy Stephens
Janet Evans
Manager
Budget Operations
Caron Chambers
Budget Analyst III,
Proposal Coordinator
Budget Analyst III, Base
Operations
Budget Analyst III, Base
Operations
Valerie Koch
Bob Tan
Elizabeth Chapin
Budget Analyst II, Proposal
Coordinator
Rebecca Greenberg
Non-NSF
Expenditures
37%
NSF Base
Budget
55%
NSF Special
Expenditures
8%
Base Budget Operations
Program Planning
• Strategic Plan
Long-Range budget
planning
• Detailed operating
budget development
• Annual Budget Review
• NCAR Indirect Cost Rate
• NCAR Facility
User/Recharge Ctr. Rates
• Funding/staffing trends
• Long-range
forecasting/ “what ifs”
analysis
•
Program Operating Plan
(POP)
• POP Progress Report
• Funding Allocations
•
•
Budget/overspending
monitoring
Review of Base
subcontracts over $250K
for Director approval.
Non-Base Programs
•
•
•
•
•
Proposal Review and
Approvals
Pre-spending and overspending monitoring
Coordination of Fastlane
Reports
Non-Base proposal and
funding statistics and
trend analysis
Review of non-Base
subcontracts over
$250K for NCAR
Director approval.
A web based system that guides the internal review
of proposals from PI to the NCAR Director

NCAR is required to “notify” NSF of all outside
funded activities
◦ NSF has access to the Advance Notice and may review
proposals at any time
◦ Includes all zero dollar collaborations and MOUs

Assures NSF that activities outside of base funds:

PACUR conducts semi-annual retrospective
review:
◦ Fall within the mission of NCAR
◦ Do not compete unfairly with the University community
◦ Use NSF/NCAR resources appropriately
◦ Provides assurance to universities that there is no unfair
competition
◦ Mechanism to encourage collaboration between NCAR
and University community
◦ A committee of individuals from our member universities,
developed in response to university concerns about unfair
competition.
◦ Conduct a semi-annual retrospective review of Non-NSF and
NSF Competed proposals over $100k
 Select a representative sample of proposals across all divisions/labs
& collaboration levels
 Perform an “audit” of how well proposals follow the agreed to criteria
◦ Provided budgets, Advance Notice, cover pages, and
collaboration letters
◦ Draft report summarizing compliance of proposals & any
recommendations
◦ NCAR has opportunity to respond to report
◦ Final report is presented to UCAR President and entire PACUR
committee
http://www.ucar.edu/governance/committees/urc/subcom.shtml
B&P Manager
B&P Director
• NSF Non-Competed Proposals
• Joint Univ. Proposals > $1M
• No University Collaboration
• Joint Univ. Proposals < $1M
• < $1M with Univ. sub-award
< 20% of budget
• > $1M where Univ. sub-award
is < 20% of budget
• < $1M with University
Collaboration but no funding
• > $1M with University
Collaboration but no funding
• < $1M with Univ. Sub-Award
> 20% of budget
NCAR Director
• Proposals with exceptions to
policy /procedures or concerns
No Univ Collaboration
Univ Collaboration
Collaborative with No Funding
Collaborative with Funding
Joint Collaboration
Non-NSF & NSF Grant Proposals Over $100K
Univ Collaboration vs. Non Univ Collaboration
FY 2004 - FY 2009
180
160
77% Univ
Collaboration
69% Univ
Collaboration
66% Univ
Collaboration
140
77% Univ
Collaboration
84% Univ
Collaboration
87% Univ
Collaboration
25
37
20
36
# of Proposals
48
120
33
18
34
46
100
80
74
62
60
119
105
64%
64%
20
66%
Collab
Collab
85
40
78
35
Collab
26
35
0
2004
2005
Note: Only includes proposals submitted where
dollar amount requested was more than $100K.
2006
Fiscal Year
2007
2008
2009
Note: Numbers reflect the # of proposals that did or did
not include university participation. Some proposals may
have included more than one university partner.
Over the last six years, NCAR has maintained a high level of university collaboration . On average, 76% of all Non-NSF
and NSF grant proposals include university collaboration.

Web Page:
◦ http//ncar.ucar.edu/planning

Phone Contacts:
◦ Operations Questions:
 Caron Chambers x 1114
 Bob Tan x 1105
 Elizabeth Chapin x 1106
◦ Proposal Questions:
 Valerie Koch x 1113
 Rebecca Greenberg x 1119

Proposal Email:
◦ [email protected]

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