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Linked Fund Numbers on Collaborative Research Awards

The Office of Research & Innovation and the Office of the Comptroller have been working on improving transparency in managing collaborative research awards in the RCM budget environment. Beginning with proposals submitted on or after January 1, 2024, a main fund number for a PI along with linked fund numbers for Co-PIs and Co-Is will be established on awarded projects.  

Information Session Recording 

The Office of Research & Innovation and the Office of the Comptroller hosted an information session on December 19, 2023 in preparation of establishing linked fund numbers on collaborative research projects. 

Resources 

FAQs

1. Do I need to use the collaborative research budget template provided by the Office of Sponsored Programs (OSP) or can I use my own template?​

It is preferred that all PIs use the OSP collaborative research budget template for all collaborative research proposals. If a PI chooses to use a different template, it must include all of the information that is requested on the OSP template with separate tabs for each Co-PI and Co-I. At time of award, if the template does not meet OSP’s requirements, it will be requested to complete the OSP collaborative research budget template in order for the fund numbers to be set up. 

2. Is a PI tied to the budget provided at the proposal stage?​

No. The proposed budget may be changed at time of award if it does not change the scope of the awarded work, is being corrected to meet the aims of the awarded work, or to make adjustments due to a different award amount.​​

3. Can a Co-PI/Co-I make changes to their linked fund number budget?​

Yes, a Co-PI/Co-I may make changes to their budget in the linked fund number as long as they have discussed the proposed changes with the PI and the PI approves.​​

4. What if I want to provide more IDCs to one of my Co-PIs/Co-Is on the project?​

If a PI decides to return more IDCs to others listed on the project, this can be completed through a journal entry after the PI has discussed with his/her department.​​

5. Can a linked fund number be created for other senior key personnel listed on a project?​​

Linked fund numbers will be restricted to set up only for other Co-PIs or Co-Is listed on the project​.

Other senior key personnel will be listed on either the main fund number or a linked fund number​.

If the PI wants to provide IDC returns to a senior key personnel without a linked fund number, a journal entry will need to be created after the PI has discussed this request with his/her department.

If a sponsor limits the number of faculty who can be listed as a Co-PI or Co-I, an exception can be made. Contact your Grants Administrator to discuss the limitation and need to establish linked fund numbers for senior key personnel on the specific project.

6. How do linked fund numbers work for faculty with joint appointments? ​

For faculty with joint appointments, linked fund numbers can be established for each department they are associated with. If they are the Contact PI, they will be able to see all of the linked fund numbers associated with the project. ​​

7. Do I need to provide a collaborative research budget template if there are no indirects allowed on the project or only purchasing equipment?​

Yes, a collaborative research budget is required for all projects that have Co-PIs and Co-Is listed on the project. Having the linked fund numbers will allow each faculty member to receive credit for their portion of the project.​​

8. What do I do if a student is being co-advised by more than one faculty member on the project?​

You will need to divide the student’s time between the advisors based on the amount of effort that they will be devoting to advising the student. For example, if two advisors are equally mentoring the student, each faculty advisor will put 50% of the student’s effort onto their portion of the budget template.  ​​

9. Who will be responsible for reviewing and approving effort reporting on the linked fund numbers?

Currently, Research Accounting Services (RAS) is working with IT to review and correct issues with effort reporting. RAS has the ability to assign the appropriate approver to the main fund number and linked fund number(s).

10. Who has access to review the main fund number and linked fund numbers in Web Finance?

The Contact PI and their Department Administrator will have access to view the main fund number and any associated linked fund numbers in Web Finance. A Co-PI or Co-I and their Department Administrator will be able to view their linked fund number only.​​

11. If a Co-PI or Co-I charges effort incorrectly, how is it corrected?

The PI, or their Department Administrator, will need to contact the Co-PI or Co-I and their Department Administrator to complete a labor redistribution for any errors previously charged to a project and an EPAF to correct any future salary charges.  ​​

Questions 

Any questions about the new process can be directed to Sarah Saxton, Executive Director, Sponsored Programs at sms559@drexel.edu and Evelyn Balabis, Executive Director, Research Accounting Services at eb545@drexel.edu