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Dede Corvinus Director Office Of Research School Of Medicine

Basic Do’s and Don’ts for Recharge * Research Service Centers *. Dede Corvinus Director Office Of Research School Of Medicine. Annabelle Stein Accounting and Recharge Liaison Office Of Translational Technologies NC TraCS. Introduction to Recharge * Research Service Centers *.

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Dede Corvinus Director Office Of Research School Of Medicine

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  1. Basic Do’s and Don’ts for Recharge * Research Service Centers * Dede CorvinusDirectorOffice Of ResearchSchool Of Medicine Annabelle Stein Accounting and Recharge LiaisonOffice Of Translational Technologies NC TraCS

  2. Introduction to Recharge * Research Service Centers * • SPECIALIZED EQUIPMENT AND SERVICES • OPEN ACCESS FOR INVESTIGATORS • COST RECOVERY

  3. Basic Do’s and Don’ts for Recharge * Research Service Centers * • RATES • INVOICING • OPERATIONS • CAPITALIZED EQUIPMENT

  4. Do’s: Rates • REVIEW AND UPDATE RATES AS NEEDED • INCLUDE ALL DIRECT COSTS • “ROLL FORWARD” ANY OPERATING SURPLUS OR DEFICIT • CALCULATE ANY SUBSIDIZED USAGE AND EXTERNAL RATES BEGINNING FROM THE INTERNAL BREAKEVEN RATE

  5. Don’ts: Rates • RATES SHOULD NOT DISCRIMINATE BETWEEN USERS • DON’T INCLUDE INDIRECT COSTS • DON’T INCLUDE UNALLOWABLE COSTS

  6. Do’s: Invoicing • COLLECT ACCOUNT NUMBER TO BE CHARGED AT TIME ORDER IS PLACED • INVOICE REGULARLY • INCLUDE DATA IDENTIFYING EACH CHARGE • USE CORRECT OBJECT CODES FOR RECORDING REVENUE

  7. Don’ts: Invoicing • DON’T ADVANCE BILL • DON’T WAIT INTIL THE END OF LONG TERM PROJECTS TO INVOICE

  8. Do’s: Operations • TRACK ALL OUTPUT • TRACK SUBSIDIZED USAGE AND MEASURE AGAINST AMOUNT OF SUBSIDY • FIRST COME, FIRST SERVED

  9. Don’ts: Operations • DON’T USE OPERATING SURPLUS TO FUND UNRELATED ACTIVITIES • DON’T ‘BANK’ SURPLUS FOR A ‘RAINY’ DAY

  10. Do’s: Capitalized Equipment • KEEP EQUIPMENT RECORDS CURRENT • USE ALLOWABLE FUNDING FOR EQUIPMENT PURCHASES • INCLUDE ONLY THE PERCENTAGE OF THE EQUIPMENT AND RELATED EXPENSES WHICH ARE DIRECTLY USED BY THE RECHARGE SERVICE CENTER

  11. Don’ts: Capitalized Equipment • DON’T INCLUDE FULL PURCHASE PRICE OF EQUIPMENT IN YOUR RATES • DON’T INCLUDE DEPRECIATION ON EQUIPMENT PURCHASED WITH FEDERAL FUNDS IN THE RATE CALCULATION

  12. Contact: * Research Service Centers * • Annabelle Stein, Office of Translational Technologies, NC TraCS • 919-843-9554 • abelle@med.unc.edu • Dede Corvinus, Director, School of Medicine Office of Research • 919-966-8089 • dede_corvinus@med.unc.edu • Kevin Maynor, Director, Cost Analysis and Compliance • Office of Sponsored Research • 919-962-4453 • kevin_maynor@unc.edu

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