1 / 16

Research Service Centers :

Research Service Centers :. Presented by: Bob Cornwall Beverly Lipski Debbie Meder. ACOR Retreat 2013. Agenda. USER FACILITIES MANAGEMENT Building and Managing Rates Billing and RIMS LABOR in RATES ARSO and USER AGREEMENTS.

tyson
Download Presentation

Research Service Centers :

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Research Service Centers: Presented by: Bob Cornwall Beverly Lipski Debbie Meder ACOR Retreat 2013

  2. Agenda • USER FACILITIES MANAGEMENT • Building and Managing Rates • Billing and RIMS • LABOR in RATES • ARSO and USER AGREEMENTS You decide which is the Good, the Bad and the Ugly!

  3. Agenda • USER FACILITIES MANAGEMENT • Building and Managing Rates • Billing and RIMS • LABOR in RATES • ARSO and USER AGREEMENTS

  4. User Facilities Management • Department/university/external customers • Rate - simple to complex • Straight, tiered, preferred hours, volume discounts? • Guiding principals • Break even or subsidized • Faculty led/staff managed • Special deals? • Capitalize equipment? • Tools to manage the process - many • Reservations, management, billing, safety, equipment lockouts, financial reporting tool

  5. Building & Managing Rates • Consistency • 3 tiers – Commercial, direct cost, subsidized • Users – open to all or only staff • One-step versus multi-step processes • Problems • Billing errors, equipment problems, operator error • Write-offs, no charges – what do you do • He who screams the loudest • Processing costs

  6. Billing • Internal • Get budget data up front • Collecting $ from faculty accounts? • Who gets internal rates • External - Billing and collection costs • Who takes responsibility • Can you build cost of collection into rates • Can you charge a surcharge for slow payers • Who is responsible if they don’t pay

  7. Research Instrumentation Management System (RIMS) • Users – VPR user facilities • MRI – MCL and Nanofab • Huck Institute for Life Sciences • PSIEE - LIME and Stopped Flow • Can others use it?

  8. Agenda • USER FACILITIES MANAGEMENT • Building and Managing Rates • Billing and RIMS • LABOR in RATES • ARSO and USER AGREEMENTS

  9. Labor - Direct • Generally associates with activity base • May have situations where activity base not good measure of usage • Examples • Operator able to simultaneously monitor multiple pieces of equipment • Set up • Customer consultation • Training (user-operated facilities)

  10. Labor - Indirect • Fully-costed rates include individuals who: • Plan • Budget • Monitor • Purchase • Invoice • Schedule • Manage personnel – hire, evaluate • Consider developing administrative pool allocable to rates on direct cost basis

  11. Agenda • USER FACILITIES MANAGEMENT • Building and Managing Rates • Billing and RIMS • LABOR in RATES • ARSO and USER AGREEMENTS

  12. User Agreements • When working with external clients, written agreements must be in place • Protects University • Protects Client • Must clearly delineate • Scope of work • Cost/fees

  13. Who is an external client? • Any external organization, entity or individual • Faculty doing private consulting • HR80 – Private Consulting Practice • Effective 7/1/2013 • Faculty consultants may access University facilities for consulting in the same manner available to non-University personnel.

  14. AD15 Requirement? • ARSO or ARSO “lite” will be required to be used for contracting services from external clients • If client prefers to issue a purchase order, must be reviewed to assure terms are acceptable to Penn State. • Bottom Line – we need something to document the understanding between us and the client.

  15. What agreement is needed? INSURANCE REQUIRED

  16. Research Service Centers: Discussion ACOR Retreat 2013

More Related