Transcript University Support Programs - Sponsored Programs Administration
Slide 1
University Enterprises, Inc.
Sponsored Programs Administration
University Support Programs
Click mouse or use right arrow to advance slide.
Slide 2
TABLE OF CONTENTS
University and Auxiliary Funds Overview
UEI Funds Managed by Sponsored Programs Administration
UEI University Support Program Funds
Request to Establish Account Form
Account Considerations
Approvals
Account Usage and Maintenance
Slide 3
University and Auxiliary Funds
“California State University, Sacramento (University) funds
come from a variety of sources and are accounted for
separately. Among the major sources are: state funds, student
fees, trust and self-supporting funds (Continuing Education,
Parking Services, Student Housing, Student Health Center
etc.), gifts, grants and contracts, commercial operations, and
state and non-state capital outlay funds.
Slide 4
Funds from gifts, commercial operations, and most grants and contracts are
deposited with the University Foundation at Sacramento State
(Foundation), University Enterprises, Inc., Associated Students, Inc.,
Capital Public Radio, and the University Union and are managed there per
operating agreements with the University. As official Auxiliary
Organizations they each have their own financial and business operations,
with policies and procedures that control the expenditure of funds for
which they are responsible.”
Procedures for Delegated Fiscal Authority and Responsibility, Policy
ADM-0162, University Funds Overview, Updated July 2013
Slide 5
University Enterprises Inc. (UEI)
Funds managed by Sponsored Programs Administration include:
Sponsored Activity – Grants, Contracts, and Other Awards
University Support Programs (USP)-
Campus Activities, Campus Grant Program, Faculty Grant Program,
Residual Funds, Board Allocated Funds, and Self -Support Center and
Institute Operating Accounts
University Foundation At Sacramento State (UFSS) –
UEI is contracted by UFSS to manage and administer gifts,
donations, and grants.
Slide 6
UNIVERSITY SUPPORT PROGRAMS
USP accounts are non-restricted, discretionary funds established
for programs benefiting specific University academic and
administrative units and other campus organizations. Activities
include University-related conferences, workshops, travel
programs, and educational supplies and materials.
Requests for accounts are submitted on the Request to Establish
Account form for University Support Programs.
Accounts are subject to relevant UEI and University policies and
procedures and are managed in accordance with the terms and
conditions of the Request to Establish Account form.
Slide 7
REQUEST TO
ESTABLISH
ACCOUNT
FORM
(See next slide for form
completion information.)
Slide 8
FORM COMPLETION
1. Complete top section of form with requested information.
2. A 7.5% indirect cost rate is applied on expenditures.
3. Complete middle section of form by checking all boxes that apply.
4. Requester signs form and routes to his/her Dean or VP for approval.
A requester is limited to a campus administrator or faculty member.
5. Form is reviewed by Sponsored Programs Administration for
completeness, appropriateness, and approval.
Slide 9
ACCOUNT CONSIDERATIONS
1. Conflict of interest for requester
2. Relation of activity to university and its mission
3. Use of university space and equipment. Reimbursement to university
as appropriate.
4. Compliance – Human or Animal Subjects; Michelle Montoya Act
(interaction with underage children or disabled adults)
5. International issues including foreign nationals, foreign travel,
exports, etc.
(Continued on next slide)
Slide 10
ACCOUNT CONSIDERATIONS, cont’d
6. Personnel - additional employment for university faculty and staff;
volunteers
7. Risk management – biohazards, hazardous waste or chemicals, or
radioactive materials
8. Sales of goods or services
9. Patents, copyrights, or proprietary information
Slide 11
ACCOUNT APPROVALS
Requests for accounts must be agreed upon and approved by a campus
authority such as a Dean or Vice President.
Requests are reviewed and approved by the Director, Sponsored
Programs Administration in consultation with the University Financial
Services AVP or designee.
Slide 12
ACCOUNT USAGE
AND MAINTENANCE
A signature authorization form must be completed to designate the
campus entities authorized to approve transactions on the account.
An authorized signer may not approve payments to him- or herself.
Payments to signers should be approved at a “one-up” level. For faculty,
the approval would be a Department Chair or Dean.
Expenditures will be in accordance with the purpose of the Request to
Establish Account form.
(Continued on next slide)
Slide 13
ACCOUNT USAGE
AND MAINTENANCE, cont’d
Deposits to a USP account must be from an allowable revenue source as
outlined on the Request to Establish Account form.
USP accounts cannot operate in a deficit without prior approval by UEI
and may not close the fiscal year in a deficit.
Sponsored Programs Administration must be informed in a timely
manner when an account is no longer needed. If any funds remain,
consideration will be given to the continued use of remaining funds in a
separate UEI account.
Slide 14
CONTACT US
Sponsored Programs Administration
6000 J Street
Bookstore Building, Suite 3400
Sacrament, CA 95819-6111
(916) 278-7565
Please contact our office for further
information regarding University
Support Programs.
www.csus.edu/sp
Thank you.
University Enterprises, Inc.
Sponsored Programs Administration
University Support Programs
Click mouse or use right arrow to advance slide.
Slide 2
TABLE OF CONTENTS
University and Auxiliary Funds Overview
UEI Funds Managed by Sponsored Programs Administration
UEI University Support Program Funds
Request to Establish Account Form
Account Considerations
Approvals
Account Usage and Maintenance
Slide 3
University and Auxiliary Funds
“California State University, Sacramento (University) funds
come from a variety of sources and are accounted for
separately. Among the major sources are: state funds, student
fees, trust and self-supporting funds (Continuing Education,
Parking Services, Student Housing, Student Health Center
etc.), gifts, grants and contracts, commercial operations, and
state and non-state capital outlay funds.
Slide 4
Funds from gifts, commercial operations, and most grants and contracts are
deposited with the University Foundation at Sacramento State
(Foundation), University Enterprises, Inc., Associated Students, Inc.,
Capital Public Radio, and the University Union and are managed there per
operating agreements with the University. As official Auxiliary
Organizations they each have their own financial and business operations,
with policies and procedures that control the expenditure of funds for
which they are responsible.”
Procedures for Delegated Fiscal Authority and Responsibility, Policy
ADM-0162, University Funds Overview, Updated July 2013
Slide 5
University Enterprises Inc. (UEI)
Funds managed by Sponsored Programs Administration include:
Sponsored Activity – Grants, Contracts, and Other Awards
University Support Programs (USP)-
Campus Activities, Campus Grant Program, Faculty Grant Program,
Residual Funds, Board Allocated Funds, and Self -Support Center and
Institute Operating Accounts
University Foundation At Sacramento State (UFSS) –
UEI is contracted by UFSS to manage and administer gifts,
donations, and grants.
Slide 6
UNIVERSITY SUPPORT PROGRAMS
USP accounts are non-restricted, discretionary funds established
for programs benefiting specific University academic and
administrative units and other campus organizations. Activities
include University-related conferences, workshops, travel
programs, and educational supplies and materials.
Requests for accounts are submitted on the Request to Establish
Account form for University Support Programs.
Accounts are subject to relevant UEI and University policies and
procedures and are managed in accordance with the terms and
conditions of the Request to Establish Account form.
Slide 7
REQUEST TO
ESTABLISH
ACCOUNT
FORM
(See next slide for form
completion information.)
Slide 8
FORM COMPLETION
1. Complete top section of form with requested information.
2. A 7.5% indirect cost rate is applied on expenditures.
3. Complete middle section of form by checking all boxes that apply.
4. Requester signs form and routes to his/her Dean or VP for approval.
A requester is limited to a campus administrator or faculty member.
5. Form is reviewed by Sponsored Programs Administration for
completeness, appropriateness, and approval.
Slide 9
ACCOUNT CONSIDERATIONS
1. Conflict of interest for requester
2. Relation of activity to university and its mission
3. Use of university space and equipment. Reimbursement to university
as appropriate.
4. Compliance – Human or Animal Subjects; Michelle Montoya Act
(interaction with underage children or disabled adults)
5. International issues including foreign nationals, foreign travel,
exports, etc.
(Continued on next slide)
Slide 10
ACCOUNT CONSIDERATIONS, cont’d
6. Personnel - additional employment for university faculty and staff;
volunteers
7. Risk management – biohazards, hazardous waste or chemicals, or
radioactive materials
8. Sales of goods or services
9. Patents, copyrights, or proprietary information
Slide 11
ACCOUNT APPROVALS
Requests for accounts must be agreed upon and approved by a campus
authority such as a Dean or Vice President.
Requests are reviewed and approved by the Director, Sponsored
Programs Administration in consultation with the University Financial
Services AVP or designee.
Slide 12
ACCOUNT USAGE
AND MAINTENANCE
A signature authorization form must be completed to designate the
campus entities authorized to approve transactions on the account.
An authorized signer may not approve payments to him- or herself.
Payments to signers should be approved at a “one-up” level. For faculty,
the approval would be a Department Chair or Dean.
Expenditures will be in accordance with the purpose of the Request to
Establish Account form.
(Continued on next slide)
Slide 13
ACCOUNT USAGE
AND MAINTENANCE, cont’d
Deposits to a USP account must be from an allowable revenue source as
outlined on the Request to Establish Account form.
USP accounts cannot operate in a deficit without prior approval by UEI
and may not close the fiscal year in a deficit.
Sponsored Programs Administration must be informed in a timely
manner when an account is no longer needed. If any funds remain,
consideration will be given to the continued use of remaining funds in a
separate UEI account.
Slide 14
CONTACT US
Sponsored Programs Administration
6000 J Street
Bookstore Building, Suite 3400
Sacrament, CA 95819-6111
(916) 278-7565
Please contact our office for further
information regarding University
Support Programs.
www.csus.edu/sp
Thank you.