Transcript Download Document

OFFICE OF RESEARCH
Department of Research Enhancement and Regulatory Services
Linda M. Gardiner, Ph.D.
Director
Seed Grant Procurement
Workshop
November 13, 2012
DEPARTMENT OF RESEARCH
ENHANCEMENT AND
REGULATORY SERVICES
Website
www.tsu.edu\research
Seed Grants
Things To Remember
• In house state funded program administered by the
Department of Research Enhancement and Regulatory
Services.
• Ms. Kimbler Lofton – Office Administrator
(Ext. 4245)
Hannah Hall #230
• Progress Report Due Date: June 28, 2012
• Funds must be encumbered by July 31, 2013
• Final Report Due Date: August 30, 2013
Categories of Procurement
• Purchasing Equipment, Supplies, Commercial
Services
• Hiring Graduate, Undergraduate and/ or Clerical
Assistant
• Hiring a Consultant
• Traveling on Behalf of the University
Items Needed To Purchase
Equipment, Supplies and
Commercial Services
• Requisition (Vendor’s information ie. Vendor ID#)
• Quote from the vender
• W-9 form for venders not in TSU system
• Vendor Direct Deposit Authorization Form
• 3 Bids or Sole Source Document ($5,000< purchases)
~In house form
~Letter/ statement from vender
Items Needed To Hire a Graduate/
Undergraduate/Clerical Assistant
• Application for Employment Packet from HR
(If not already on file)
• Copy of Driver’s License
• Copy of Social Security Card
• PA Form
Note: ~ PA form must be submitted 1 month in advance of
expected pay date.
~ Employees should not be allowed to start work until they have
been formally engaged and they have completed orientation
with HR
~ Students must enter their time on time web entry each
month by the specified deadline.(students should not work
hours beyond allotted pay – PI will be held accountable)
Items Needed To Hire Consultant
• Requisition (SS# is require if the consultant doesn’t have
tax or vendor ID number)
• Compliance Coversheet for New Contracts/ Agreements
• Professional/ Consulting Service Agreement Form
(Completed and signed by Provost prior to start date)
(Signature process must begin 6 weeks in advance of
service start date)
• Request for Payment Guidelines Form
• W-9 form to be completed by consultant
• Invoice from consultant
• Vendor Direct Deposit Authorization Form
Items Needed To Travel
• Authority To Travel Form (Must be approved
before leaving)
• Requisition (Receipt of Payment for Registration before
departure)
• Travel Voucher (Reimbursement Document)
• Supporting Documents
~CWT Almeda Travel / Carlson Wagonlit Travel
Itinerary or Air Travel Invoice/ Receipt (713)592-8000
~Hotel Quote/ Paid Receipt
~ Registration Fee Documentation
~Ground Travel Receipts
~Parking Receipts
• Travel Waiver
Note: Specific allowances for food and hotel
Refer to the Federal: Domestic Per Diem Rates
Procurement Process
• Complete Paperwork sign and obtain
necessary signatures
• Forward to the Department of Research
Enhancement and Regulatory Services
• Online Entry Into The System By Ms.
Lofton
• Online Approvals By:
~Director of Research Enhancement and
Regulatory Services, Provost
~Provost and President – Foreign Travel
Procurement Process Con’t
• Purchasing Department Generates a
Purchase Order (PO) Number and
Document
• PO document is forwarded to the vender
• Vendor forwards invoice to the Accounts
payable department
• Goods are received
• Accounts Payable forwards check to
vender
Procurement Services
Department
HH #333
Gregory Williams, Executive Director of Procurement
Services, ext 1962,
• Purchasing
Alan Phillips, Manager, ext. 7280
Thomas Britt, Staff, Buyer, ext. 4350
• Accounts Payable
Melanie Dumas-Jackson, Supervisor ext. 7162
Sylvia Washington, AP Specialist, ext. 4364
Seleta Bruton, AP Specialist, ext. 4352
Lesley Anderson, AP Specialist ext. 7868
Procurement Services
Department
continued
• Procurement Services Travel Office
Jewel Rahimizadeh, Travel Coordinator
ext: 7050
BANNER TRAINING
Rena Robinson, Systems Administrator
ext. 7646, HH #137
HUMAN RESOURCES
Carolina Velasco, HR Assistant, ext 7520
Research Compliance
For Research That Involves the Use of
Radiation, Animals and/ or
Human Subjects
Contact:
Tequerio Banks, Project Coordinator
Ext. 4301
Research Week 2013
• April 2 - 5, 2013
• All Seed Grant recipients will be required
to be present at General Session and Luncheon
of the 2013 Research Week Program
• All recipients will be asked to present at the
2014 Research Week Program.