Department Administrators and the BlueSheet Pat W. Davis – Director of Business & Finance – Research Sharen Olson – Assistant Dean for Business & Finance Department Administrators Training Sponsored Programs & Research Administration October 6, 2006

What is the BlueSheet? The BlueSheet is the School of Medicine (SOM) Proposal Checklist It is required for all proposals routed for external sponsored research Originally created to outline and clarify specific actions required by departments when routing proposals

Primary Responsibility Department to forward a complete and accurate proposal for review and approval

Administrator’s Expectations Read, understand and answer all questions Train department staff on how to complete checklist (Blue Sheet) Ensure adherence to Departmental, School and University’s policies and procedures Verify rates – fringes, indirect cost

Administrator’s Expectations Verify accuracy of information Ensure all documentation is attached to proposal package Be aware of financial implications to Department –i.e. Cost share; G & A

Administrator’s Expectations Person signing as Departmental Contact person should be available to answer questions concerning proposal If Departmental Contact is not available “Be prepared to answer inquiries from the Office of Business and Finance”

Commonly Overlooked Areas Service Centers/Core Lab Charges VAMC Appointments (MOU) New Space Requests School Commitments documentation If COI exist, 2 nd copy of proposal is missing

ITEMS on BLUESHEET which Will PREVENT PROPOSALS From Being FORWARD to OSP Missing Signatures Missing Cost Share Account Numbers Salary Verification Incorrect IDC Rates Budgetary Errors “Contingent based on funding” statement

Administrator’s Expectations KNOW WHAT YOU ARE SIGNING

B & F Contact List Lore Cole, Assoc Dir – Ext Pat Davis, Director - Ext Francine Davis, Sr. Financial Analyst – Ext Cynthia Lewis-Webb, Financial Analyst – Ext 2- Michael Riordan, Sr. Financial Analyst – Ext 7- Robin Moore, Info Analyst II – Ext Barbara Patterson, Sr. Secretary – Ext Sharen Olson, Asst Dean – Ext