The DCS finance team holds monthly dialogues focused on financial and research topics. The format for these dialogues include a brief presentation by members of the Clinical Sciences finance team, time for open discussion, and additional time after the presentation for questions.
- For questions contact Theresa Lagasse, DCS Finance Manager.
- See prior topics below and click the PDF link for the PowerPoint presentation and Zoom link for the recording.
Past Dialogues (with PDF presentation and Zoom recording)
Account Basics
- Outline of your accounts and their uses, descriptions of some of the restrictions based on funding sources. How to use your account to complete various transactions and a brief overview of the documentation required for transactions based on funding.
- PDF & Zoom Recording
Useful resources: Cornell Buying Manual
Internal Grant Submissions
- Available calls for proposals, schedule for submissions. Details for the required documentation to complete the submission. An overview of the guideline restrictions, including PI eligibility and allowable budget items. For a list of FAQ’s for internal grants, please refer to this PDF.
- PDF & Zoom Recording
Monitoring Cornell Accounts
- Links to systems where you can view your account information, including your grants, department funds, gifts etc. Provide details on the pros and cons of each system to help you better understand the information. Overview of what the department provides to account managers to assist in monitoring accounts, what the department reviews on your behalf. Policy guidelines for allowable cost transfer justification and documentation.
- PDF & Zoom Recording
Useful resources: Cost transfer policy, PI Dashboard Link, Webfin 2 Link, KFS DaSHboards (Account-Award Portfolio), Managing Sponsored Awards Policy
Research Project Notification
- Help navigating emails you receive regarding your funding. What does the communication include and what are the action items to take away from each of them.
- PDF & Zoom Recording
Effort on Grants
- Putting PI and staff effort into a proposal. Details for PI and staff effort paid on your Cornell funds and a quick look at benefit rate options for lab staff. How effort is documented and tracked with the department and University. Preferences for modifying effort for PI and staff and a reminder of who to Contact for modifications.
- Reminder to contact department staff before inviting anyone to join your lab.
- PDF & Zoom Recording
- Useful resources: Proposing cost share, Cornell Benefit Rates, Student Wage Scale, Student Wage Classifications, Post Doc Salary and Benefits, Graduate Student Policy Assistantships
Transaction Allowability
- Justifying transactions and common allowable and unallowable transactions.
- PDF & Zoom Recording
Indirect vs Direct
- How can you tell what dollars are spendable? Why pay indirects? Determining rates based on account types.
- PDF & Zoom Recording
Useful resources: Cornell Indirect cost rates
Life of an Award
- Proposal submission, and aspects of post-award administration. How sponsors get us money, how we get money to collaborators, award closeouts and extensions.
- PDF & Zoom Recording
No Cost Extensions
- What is a No Cost Extension (NCE)? A general department review of the No Cost Extension process, for both internal and external awards. Includes examples of unallowable and allowable NCE's.
- PDF & Zoom Recording
Research and Finance Who’s Who in Clinical Sciences
- Who to contact for help with various aspects of pre and post award administration, research and finance.
- PDF & Zoom Recording
Grant Reporting
- Grant reporting requirements: Who sets the deliverable dates (internal vs external grants), who is required to complete the different reporting requirements, and who to contact.
- PDF & Zoom Recording
Travel Overview
- TM Cards, Foreign vs Domestic, adding personal travel dates, documentation needed, reimbursement timelines.
- PDF & Zoom Recording
InfoReady Overview
- Demonstrating the new CRO InfoReady system and provide information on the new internal grant submission process.
- PDF & Zoom Recording
Purchasing Methods
- How to make a purchase via E-shop, PCard or I want document; including demonstrations of E-shop and I want document.
- PDF & Zoom Recording
Transaction Review Dashboard
- Information for the upcoming mandatory University-wide Transaction Review Dashboard launching Fall of 2025. Paul Davis from Research Administration Information Services joined the meeting to talk more about the new dashboards and give a demo of the new review process. He was also able to walk through viewing the personnel paid on your accounts, as this dashboard and the review of salary transactions will replace the current effort certification process.
- PDF & Zoom Recording
Useful resources: PI Dashboard
Proposal updates and FAQs
- Proposal submission policy including a timeline, updates on internal grants, non-financial agreements, and frequently asked questions.
- PDF & Zoom Recording