City Housing Trust Funds Berkeley, California: Housing Trust Fund Cupertino, California: Affordable Housing Fund Los Angeles, California: Housing Trust Fund Menlo Park, California: Below Market Rate Housing Reserve Morgan Hill, California: Senior Housing Trust Fund Palo Alto, California: The Housing Reserve Sacramento, California: Housing Trust Fund San Diego, California: Housing Trust Fund San Francisco, California: Office Affordable Housing Production Program; Hotel Tax Fund; and Bond Housing Program Santa Monica, California: Citywide Housing Trust Fund West Hollywood, California: Affordable Housing Trust Fund Aspen, Colorado: Housing Day Care Fund Boulder, Colorado: Community Housing Assistance Program and Affordable Housing Fund Denver, Colorado: Skyline Housing Fund Longmont, Colorado: Affordable Housing Fund Telluride, Colorado: Housing Trust Fund Tallahassee, Florida: Housing Trust Fund Chicago, Illinois: Low Income Housing Trust Fund Bloomington, Indiana: Housing Trust Fund Fort Wayne, Indiana: Central City Housing Trust Fund Indianapolis, Indiana: Housing Trust Fund Lawrence, Kansas: Housing Trust Fund Boston, Massachusetts: Neighborhood Housing Trust Cambridge, Massachusetts: Housing Trust Fund Ann Arbor, Michigan: Housing Trust Fund St. Paul, Minnesota: STAR Program St. Louis, Missouri: Housing Trust Fund New Jersey: 142 COAH approved developer fee programs Santa Fe, New Mexico: Community Housing Trust Greensboro, North Carolina: VM Nussbaum Housing Partnership Fund Columbus/Franklin County: Affordable Housing Trust Fund Toledo, Ohio: Housing Fund Portland, Oregon: Housing Investment Fund Charleston, South Carolina: Housing Trust Fund Knoxville, Tennessee: Housing Trust Fund Nashville, Tennessee: Nashville Housing Fund, Inc. Austin, Texas: Housing Trust Fund San Antonio, Texas: Housing Trust Salt Lake City, Utah: Housing Trust Fund Burlington, Vermont: Housing Trust Fund Alexandria, Virginia: Housing Trust Fund Manassas, Virginia: Manassas Housing Trust Fund, Inc. Bainbridge Island, Washington: Housing Trust Fund Seattle, Washington: Housing Assistance Funds Washington, D.C.: Housing Production Trust Fund
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CSR Mission Statement To see that NIH grant applications receive fair, independent, expert, and timely reviews free from inappropriate influences - so the Institutes and Centers within the NIH can fund the most promising research.
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Lifecycle Funds provide age-appropriate allocations Asset Allocation 2010 Fund 2015 Fund 2020 Fund 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund 2060 Fund 2065 Fund Fixed-income Funds Equities Funds As with all mutual funds, the principal value of a Lifecycle Fund isn’t guaranteed. Also, please note that the target date of the Lifecycle Fund is an approximate date when investors may plan to begin withdrawing from the fund. Approximately seven to ten years after a Lifecycle Fund’s target date, the fund may merge into the Lifecycle Retirement Income Fund or a similar fund. The charts are only visual representations of the target date, fixed income and equity percentages. Please refer to the prospectus for the funds for more details on asset allocation for each of the target date funds. TIAA-CREF Lifecycle Funds share the risks associated with the types of securities held by each of the underlying funds in which they invest. In addition to the fees and expenses associated with the Lifecycle Funds, there is exposure to the fees and expenses associated with the underlying mutual funds as well.
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NIH Expedited Reporting • Requirements for reporting vary by institute Institute NCCAM: NCI: NEI: NHLBI: NIA: NIAID: NIAMS: NICHD: NIDA: NIDCR: NIDDK: NIMH: NINDS: Data and Safety Monitoring Policies http://nccam.nih.gov/research/policies/datasafety/ http://deainfo.nci.nih.gov/grantspolicies/datasafety.htm http://www.nci.nih.gov/clinical_trials/conducting/ http://www.nei.nih.gov/funding/policy/policy6.htm http://www.nhlbi.nih.gov/funding/policies/dsmb_est.htm http://rover2.nhlbi.nih.gov/funding/policies/dsm-12.htm http://rover2.nhlbi.nih.gov/funding/policies/dataqual.htm http://www.nhlbi.nih.gov/funding/policies/dsmb_othr.htm http://www.nia.nih.gov/funding/policy/humint.htm http://www.niaid.nih.gov/ncn/pdf/clinterm.pdf http://www.niams.nih.gov/rtac/clinical/dsmb3.html http://www.niams.nih.gov/rtac/funding/grants/datasafe.htm http://www.nichd.nih.gov/funding/datasafety.htm http://www.nida.nih.gov/Funding/DSMBSOP.html http://www.nidcr.nih.gov/research/ctp/data_safety_monitoring_boards.pdf http://www.niddk.nih.gov/patient/patient.htm#policy http://www.nimh.nih.gov/research/safetymonitoring.cfm http://www.ninds.nih.gov/funding/ninds_patient_safety_guidelines.htm
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RDA Responsibilities Post – Award / Compliance Obtain approval/signatures on all post-award grant documents through execution of LSC approval process Serve as primary point of contact for grant documents, negotiations and correspondence with grant funders and auditors In conjunction with Grants Accounting, monitor LSC subrecipients to ensure proper documentation of transactions and follow up of rules and regulations Ensure compliance of post-award documents with applicable rules and regulations as well as LSC policies and procedures Collect and submit audit documents prepared by the grant program team Work with the grant program team, RDA Development and all affected departments to design and submit continuation funding proposals Conduct mock interviews to prepare the grant program team for external audit meetings Summarize the approved grant proposal, grant contract, and applicable rules into Deliverables Worksheets that support and facilitate grant orientation and grant management Communicate to Grants Accounting the approved grant budget and relevant information to establish the grant budget in iStar Make formal applications for amendments, including no-cost extensions, budget revisions, and modification of terms of award Conduct internal checks to ensure grant programs adhere to grant management requirements (ie.: desk reviews, time & effort checks, etc.) Administer LSC IRB*applications and ensure LSC IRB has the required representation and maintains appropriate records *IRB: Institutional Review Board Provide technical assistance to the grant program team to review regulations, answer questions, and resolve issues related to their grants Retain post-award grant documents and applicable notes in ServiceNow for LSC records
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FUND I - GENERAL FUND Fund I – Includes activities directly associated with operations related to the colleges educational mission. All public support and most tuition comes to this fund as revenue. Income Credit Program (ICP) is a sub-fund of Fund I.  Fund IX – Administratively Restricted Fund – This fund is used to account for specific programs where funds are administratively restricted to specific purposes. Activities in this fund generate revenue primarily through specific tuition or fees. For example, the technology fee and related expenses are accounted for in this fund.  When making budget projections Fund I and Fund IX are combined. 
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NIH Funding: Where’s the money?  27 Institutes & Centers (ICs), 24 can fund grants  80% of the NIH budget supports investigators at more than 2,500 institutes world wide  10% funds NIH Intramural research (NIH on campus research)  Each IC has a distinct mission, so identify relevant Institutes that might fund your research  Find and understand funding opportunities  Program Announcements (PAs) & Funding Opportunity Announcements (FOAs)  https://report.nih.gov/tutorial/matchmaker.aspx
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RDA Responsibilities Obtain approval/signatures to develop grant programs as per LSC policies Submit completed grant programs to the funders and execute LSC approval process Work collaboratively with all stakeholders to develop grant budgets that support the program design and meet RFP requirements Provide technical advise to the grant program team regarding rules, regulations and requirements as per grant RFP and other documents Pre – Award / Grant Development Transform data, research, and program team discussion into a proposal that meets grantor’s specifications Facilitate the development of grant program evaluation plans in conjunction with the grant program team, as per RFP guidelines Work with the grant program team, RDA Compliance and all affected departments to design and submit continuation funding proposals Provide support and technical guidance on LSC policies and procedures for grant partnerships Inform the grant program team of costs-share requirements, and document/obtain approvals of costshare sources when applicable Facilitate the screening and identification of qualified external evaluators based on RFP guidelines and LSC policies and procedures Provide technical support to the grant program team with the development of all components of the grant application and supplemental documents Work with the grant program team in the draft of letters of support for designated partners when applicable Retain pre-award grant documents and applicable notes in ServiceNow for LSC records
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Uniform Revenue Accounting System Overview AC1370 vs. FM909, cont’d For the FM909 transactions, behind the scenes the SUNY Accounting System is creating an AC1370 transaction. Only the AC1370 transactions are being transmitted to SFS (SFS does not care about SUNY departmental account detail). Except for the special transfer revenue classes (see next slide) the AC1370 created would be as follows:  FM909 to Income Fund Reimbursable Accounts (Fund 34510) - are processed via revenue classes beginning with 181XX. AC1370 transaction created would be an increase to cash amounts in 34510 Fund and decrease to cash amounts in 344-xx Fund.  FM909 to Dormitory IFR Accounts (Fund 33000) - are processed via revenue classes beginning with 182XX. AC1370 transaction created would be an increase to cash amounts in 33000 Fund and decrease to cash amounts in 344-xx Fund.  FM909 to Hospital IFR Accounts (Fund 34546) - are processed via revenue classes beginning with 183XX / 184XX. AC1370 transaction created would be an increase to cash amounts in 34546 Fund and decrease to cash amounts in 344-xx Fund.  FM909 to SUTRA Accounts (Fund 34547) are processed via revenue classes beginning with 193XX. AC1370 transaction created would be an increase to cash amounts in 34547 Fund and decrease to cash amounts in 344-xx Fund. 14
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Key Office of AIDS Research Legislative Mandates & Authorities The NIH Revitalization Act of 1993 mandates that OAR: • Develops a comprehensive strategic plan that identifies and establishes objectives, priorities, and policy statements governing the conduct and support of all NIH AIDS research activities • Develops and presents to OMB and the President an annual scientifically justified budget estimate for NIH AIDS-related research activities • Submits an alternate AIDS budget to the Secretary, DHHS, and the Director, NIH, in accordance with the strategic plan • Receives and disburses all appropriated funds for NIH AIDS research activities to the NIH Institutes and Centers (ICs) in accordance with the strategic plan • Directs the planning, coordination, and integration of all AIDS research activities across and throughout the NIH ICs • Has a 3% transfer authority: within any Fiscal Year, the OAR Director may move money from one IC to another • Evaluates NIH HIV/AIDS research programs developed for the strategic plan and carried out by the ICs • Administers a discretionary fund for the support, through the ICs, of AIDS research
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Career Transition Awards K99/R00 NIH Pathway to Independence (PI) Award To facilitate a timely transition from a mentored postdoctoral research position to a stable independent research position with independent NIH or other independent research support at an earlier stage than is currently the norm. Two Phases: initial phase of mentored support to allow the candidate time to obtain additional training, complete research, publish results, and bridge to an independent research position. Second phase provides support to conduct research toward establishing his/her own independent research program and to prepare an application for regular research grant support (R01). PA-10-063; http://grants.nih.gov/grants/guide/pa-files/PA-10-063.html – Project Period: K99, up to 2 years; R00, up to 3 years – Budget: see specific NIH Institute and Center
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    Fund 100 – Unrestricted General Fund Fund 017 - Entrepreneurial Fund 120 – Restricted & Categorical Funds Other Funds ◦ Fund 121 – Health Services ◦ Fund 122 - Parking ◦ Fund 330 – Child Care ◦ Fund 400 – Capital Projects ◦ Fund 591 – Community Education ◦ Fund 595 – Contract Education ◦ Fund 712 – ASB ◦ Fund 732 – Campus Center ◦ Funds 741-754 – Financial Aid Administrative Services Fall 2009 9
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 Funds Doug Masury responsible for: ◦ Fund ◦ Fund ◦ Fund ◦ Fund  120 330 591 595 Funds Queenie Chan is responsible for: ◦ Fund 100 ◦ Fund 017 ◦ Fund 120 ◦ Fund 121 ◦ Fund 122 ◦ Funds 741-754 ◦ Fund 400 ◦ Fund 712 ◦ Fund 732 Administrative Services Fall 2009 10
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Research-Related R01 Research Project Grant To support a discrete, specified, circumscribed project on health-related research and development based on the stated program interests of one or more of the NIH Institutes and Centers. PA-10-067; http://grants.nih.gov/grants/guide/pa-files/PA-10-067.html • Budget: costs appropriate for the project, modular and non-modular formats • Project Period: up to 5 years • May be Renewed R03 Small Research Grant To provide research support specifically limited in time and amount for studies in categorical program areas such as pilot/feasibility studies, secondary analyses, method/technology development. Small grants provide flexibility for initiating studies which are generally for preliminary short-term projects and are non-renewable. PA-10-064; http://grants.nih.gov/grants/guide/pa-files/PA-10-064.html • Budget: up to $100,000 direct costs over 2 years with no more than $50,000 direct costs in any year, modular budget unless foreign entity • Project Period: up to 2 years • May NOT be Renewed • Not all NIH Institutes and Centers participate
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OSP Project Update Worksheet Required to open Date: FM: FRAGRNT - Grant Maintenance Form Grant # Proposal # Fund # Org # Long Title: Memo: Y N Animals: Y N Entered by: Short Title: Date: Agency: / Agency code PI: Update log: To: Current Amount:  by: SCRIPT/ (FO Use Only) Banner ID: Project Period: Status: A e-Memo: Maximum Amount: Use Maximum Amount for Billing Limit? Related Grant CFDA: Grant Type: If yes, requires Financial Officer Approval Category: Sub Category: Sponsor ID: FTMFUND Agency Information Billing Address: COA: 1 Effective Date: BACKDATE Fund Type: 4C Predecessor Fund: Address: Phone: Contact: Unbilled AR Acct: UNGRU Revenue Acct #: FO Use Only 10/26/06 Code: GR Seq # Bank: 94 Cash Receipt Code: 34 Mult Fund: Fund Type Rest.Ind: Permantenty Restricted FRMFUND Date: BACKDATE Billed AR Acct Code: 12GRB Location: Location Information FTMACCI Indirect & Cost Share Information COA: 1 Indirect Cost Basis: Indirect Cost Rate Code: COA: 1 Effective Date: BACKDATE % Program # Indirect Cost Charge Acct Code: 62827 Cost Code Distribute to Code: Personnel Information: Dale Huls, Assistant Director CA, 2, CA, 2 Peggy Kastella, Financial Officer CA, 2, CA, 2 BA = Billing Authority, RA = Reporting Authority CoPI (002) Name: FRAGRNT - Billing Information Billing Exclusion Code: MSU Payment Fund Code: FUND Undistributed Cash Rcpt Acct: UNGRC Refund Clearing Acct: UNGRR CoPI (002) Name: Front Office: Verify Billing Seq & Current Amount Auth. Signature (AS): Billing Limits: Minimum to bill FM, 421600 Deferred Account Code: 25GRD FRAEVGA User Defined Data Letter of Credit Code (LC) Event Code: Secondary Agency (AGC2) Final Cost Share (CS) Earmark (E) NO Front Office: If Y, Check Related Grant *IDCs (Y/N/M) *If Y, IDC code required above BILL RPT RPT1 n/a Y/N Y/N Frequency Format Invoice # Project Period n/a n/a n/a ~ to ~
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