EPF Jan 14v1 Web Example (3)
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EPF
PMR
Email
Contract
Processed:
System:
STAFFORDSHIRE UNIVERSITY
New
EPF
Upload Budget Addition
HESA Code
Indicator
0000
840979
Cost Centre
204
3
Contract Rec'd: Yes/No
Jan 14v1
Is this a New, Revision or Addition EPF?
Faculty/School/Service (please select from the menu provided)
Faculty/School Division
Lead staff member
Project Title (maximum of 20 Characters)
Project Funder or WB if Workbased Learning or Employer Engagement
Cross Collaboration
Departmental Code - first digit 0 (or W if Widening Participation-WP)
% of Research or WP
Long Project Title (if required) & Brief Description of Project
1
2
3
4
5
6
7
8
9
Date:
Only grey boxes and grey tabs require data input
New
(complete all sections)
Finance
Finance (840XXX)
204 HODSON T T (441000)
GG OO 01
0% Enterprise King
GG - UK Government : Other
OO_Service Department
01_Finance
0%
Enterprise Roadshow
HESA Code
10
Project Start/Revision date
Project End date
Project Duration (in months)
Main Funder & Income Profile:
13
(EXCLUDING VAT)
Enter funder name in cell J24 and identify income within anticipated
months of receipt (Column N onwards)
Secondary Funder & Income Profile:
Third Funder(s) & Income Profile:
Fourth Funder(s) & Income Profile:
Total Funding
Apr-14
Aug-15
17
11
12
(EXCLUDING VAT)
Select to enter
14
£55,000
£55,000
(EXCLUDING VAT)
(EXCLUDING VAT)
£0
£0
Stoke on Trent City Council
0319 Income Profile
15
0319
Select to enter
Income Profile
16
Select to enter
Income Profile
17
Select to enter
Income Profile
50.0
Stafford County Council
50.0
0.0
0.0
£110,000
18
Is the project going to recognise income and profits - if any - on invoice/claim/receipt of cash during the
life of the project rather than just at the end? i.e. International Partnerships, shop sales, KTP's, retrospective 19
No
claims based on expenditure, tuition fees paid by students, etc.
How will this income/funding be collected?
Is the project Mainly Consultancy, Research (fEC), Research Other or Teaching?
If Teaching please select one of the following
If Research please indicate specific call or proposal
Has the project received ethical approval?
20
24
Not Applicable
Which of the following best describes the main project funder?
25
UK Central Govnt/Public Sector - go to Q27
Invoice
Teaching
- go to Question 22
Teaching - Publicly Funded - go to Question 24
21
22
23
26
If *Other please specify
Is any outcome of the project intended to be released into the public domain with
No
27
free access?
Under which Budget Category was this project identified in your Fac/Serv Budget
Existing or Confirmed Budget
28
Schedule (info. Available from Business Manager)
Does this project involve any educational / vocational training undertaken on behalf
Yes
29
of the client / funder? (e.g. short course, conference, workshop, etc.)
The following questions assist in the production of the HE-BCI return and for Contractual purposes
Please select the must appropriate option from the drop down menus provided.
30
E Davies
If project has been reviewed by ECD please enter name
4 roadshow events to be held at Stafford & Stoke sites
Please provide a brief description of project outputs & anticipated date's of
31
achievement
Which Faculty/Service/Research Institute objective does your project link too?
Does any element of this funding receive a contribution from a European Govn'mt
Body (see note)
If yes, please specify European Funding Body
If you have selected 'Other' please provide details
Please specify the call
Does the project have an official contract/agreement? - In order to be audit compliant a
copy of the contract MUST be forwarded to Financial Services at the start of the project.
Are there any 'related contracts' or transactions - for example, is this a Subcontract
or a Variation to a prior agreement?
Are you aware of any existing agreements covering results/inventions/data you will
contribute to this project? (e.g. Material Transfer Agreements (MTAs), consultancies, collaboration agreements)
Will the Project create results/materials/data/IP of commercial interest?
Is the Project to be based on existing Client IP/results?
Is the Project based on existing Staffordshire University IP/results?
Is there match funding in the project?
Is this match funding secured?
Is this part of a collaborative project?
Who is the lead partner
- If we are the lead please identify the total value of Collaborative Partner Distributions
Please select most appropriate funder status
Please select most appropriate HE-BCI category
Does the project involve CPD (Continuing Professional Development?
Does the project involve hire of specialist facilities or equipment?
Does the project receive Regeneration Income? If Yes select source.
Has this project been secured as a result previous project/funding?
32
Teaching & Learning
33
No - go to Question 37
34
35
36
37
Yes
38
No
39
No
40
No
No
No
No - go to Question 45
41
42
43
44
No - go to Question 48
45
46
47
Non Commercial
Skills & human capital development
No
No
No
48
49
50
51
52
53
No
03/04/2014
Year 1:
31-Mar-15
to
1-Apr-14
Please complete Year 1 Costings
Consultancy & Full Cost Teaching Costing Sheet
Project Title:
Enterprise King: 840979
54
Cohort Size:
(if Teaching)
Jan 14v1
Please note: Projects MUST be approved by your Faculty / Service prior to submission to Financial Services
Grey boxes are for data input
1
University Staffing Costs - staff paid through University payroll
Pension
Department Based Staff
Dept/
Cross
Staff Name
Staff
Type
Phasing Code
55
Grade
SCP
Hours
Directly Allocated, Directly
Incurred or Timesheeted
HODSON T T (441000)
D
Yes Sup
Direct Inc.
DAVIES E J (770000)
C
No Acad
Direct All.
Other: enter name in cell A102, A103, A104,
D
etc
Yesif necessary
Tech
Direct All.
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
D
Yes
For Cross Faculty Staff please select "C" from the drop down box in column B.
56
Payments to University Staff in addition to their standard salary (DI)
JONES A A (551000)
Res
M
U1
M
M
M
M
M
M
M
M
M
M
M
M
M
:Months
GRADE_3
:User defined 1 GRADE_8_Academic
:Months
GRADE_6
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
12
43
28
1577.9
200
150
1927.85
M
M
M
M
M
M
:Months
:Months
:Months
:Months
:Months
:Months
Gross
Pension
N.I.
Total
£
£
£
£
18,185.06
5,933.31
2,793.55
26,911.91
3,400.61
522.39
3,923.00
1,021.91
682.71
206.71
1,911.32
22,607.58
6,616.02
3,522.64
32,746.24
20
425
425
20
Total University Salary Costs
1947.85
Bursaries, Stipend, PGR's Payments, External Company Staff Payments and Cross Faculty/Service Distributions
57
Scholarships
Agency - UNITEMPS
Phasing code
Additional Descr. (if Req)
U2 :User defined 2
M :Months
M :Months
M :Months
2508
4060
#N/A
#N/A
Total External Company Staff Payments
Hours
100
60
0
0
160
26,912
Salary
£
2,000
1,200
3,200
3,923
1,911
Expenses
VAT
£
£
33,171
Total
£
0
2,000
1,200
3,200
0
58
Non-staffing costs - inclusive of VAT
Space to provide details if necessary:
Additional Descr. (if Req)
Computer Equipment
Chemicals & Reagents
U3
M
M
M
M
M
M
M
M
M
M
M
:User defined 3
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
£
1400
2601
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
1,000
50
Total Non Salary Expenditure
1,050
Year 1 Direct Costs
37,421
Is the project Consultancy, Teaching, Non fEC Research, Off-site or a HEFCE Initiative ?
(please select appropriate)
59
TEACHING
Overhead Rate
Year 1 Overhead allocation
100.60%
33,370
Year 1 Cost to University
70,792
TOTAL
TOTAL DIRECT COSTS
£48,606
Year 1
£37,421
TOTAL OVERHEAD ALLOCATION
£44,622
£33,370
TOTAL COST TO UNIVERSITY
EXPECTED PROJECT PRICE EXCLUDING VAT (including 15% profit margin)
£93,228
£70,792
£109,680
£83,284
£110,000
£80,000
£16,772
15.25%
£9,208
12%
60
ACTUAL PROJECT PRICE QUOTED TO CLIENT (EXCLUDING VAT)
TOTAL PROFIT / (LOSS) ON PROJECT
PROFIT/(LOSS) MARGIN
Your completed form should be forwarded to your Faculty/Service Research & Enterprise Director for approval.
03/04/2014
1-Apr-15
Year 2:
30-Mar-16
to
Please complete Year 1 Costings
click button to
unhide Project
Years 4-5
Enterprise King: 840979
2 2
Phasing Code
Grade
SCP Hours
Gross
Pension
£
M
U1
M
M
M
M
M
M
M
M
M
M
M
M
M
:Months
GRADE_3
12
:User defined 1GRADE_8_Academic
43
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
:Months
657.438
50
707.4375
M
M
M
M
M
M
:Months
:Months
:Months
:Months
:Months
:Months
N.I.
£
7,652.88
1,498.16
9,151.04
£
1,431.09
1,431.09
£
430.05
172.38
602.44
COST
9,514.02
1,670.54
11,184.57
0
0
0
0
0
0
Bursaries, Stipend, PGR's Payments, External Company Staff
Payments and Cross Faculty/Service Distributions
2508
4060
#N/A
#N/A
Hours
0
0
0
0
0
9,151
Salary
£
1,431
602
Expenses
VAT
£
£
0
44,356
Total
£
0
Non-staffing costs - inclusive ofSpace
VAT to provide details if necessary
Computer Equipment
M :Months
Chemicals & Reagents
M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
0 M :Months
11,185
0
32,121.60
8,286.56
3,522.64
43,930.80
425
425
-
0
707.4375
Phasing code
Scholarships
M :Months
Agency - UNITEMPS
M :Months
M :Months
M :Months
PROJECT
TOTAL
Total
0
2,000
1,200
3,200
£
1400
2601
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
1,000
50
-
Total Eligible Non Salary Expenditure
-
1,050
11,185
48,606
Year 2 Overhead allocation
11,252
44,622
Year 2 Cost to University
22,436
93,228
Year 2 Direct Costs
100.60%
Year 2
£11,185
£11,252
£22,436
£26,396
£30,000
£7,564
25%
110,000
16,772
15.25%
03/04/2014