I think many HEIs will be like ours - we have to produce a full budget for internal purposes, and will have to reflect that in any proposals we put forward, otherwise we won't get institutional sign off. So - lovely that you have tried to make the process easier for us, many thanks for that - but we'll have to do the same work anyway for internal purposes.

All the best


Suzanne
--
Suzanne Hardy
Senior Advisor (Information)
Higher Education Academy Subject Centre for
Medicine, Dentistry and Veterinary Medicine
Newcastle University

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On 13 Jan 2012, at 10:07, Scott Wilson wrote:


On 13 Jan 2012, at 09:41, Julian Tenney wrote:

OK. I guess it’s up to bidders whether they work out the amount of time they can afford to include the indirect costs, which swell the budget significantly. If I were calculating how many days effort I can afford with £25k, I can afford about 60 days effort if I include the indirect costs, about 110 days effort if I don’t.

I think in general HEFCE requires indirect costs to be funded using TRAC -  it usually ends up near enough 100% on top.

I worked it out at roughly the same, so:

£10k =  ~30 days
£15k = ~40 days
£20k = ~55 days
£25k = ~70 days

.. you then assume some space in the budget for attending programme events, but thats not expensive in this case as I think there is only one required event, and everything else is probably online.

If you don't include any indirect costs, it means your institution is agreeing to pay that as a contribution - best check that one, as often the institution will refuse to do so. Sometimes they will offer a subsidy via an discounted effective overhead rate, but thats less likely than it used to be.

Maybe its fine to just take account of full indirect costs using a rough TRAC calculation for the bid (about 100% of staff costs), and then provide a full calculation in the project plan at the next stage if the bid is successful?

Incidentally, 60-70 days over 6 months is roughly the same as 0.6 FTE - would JISC rather see an FTE figure or a number of days effort?

Anyway, here's a strawman budget paragraph example for JISC people to comment on:

"BUDGET

For this project we are requesting a budget of £20,000. This will be used to pay for 30 days of John Smith for developing the software and 15 days of Jane Jones for creating documentation, plus any required expenses such as attending programme events".


From: Open Educational Resources [mailto:[log in to unmask]] On Behalf Of Scott Wilson
Sent: 13 January 2012 09:28
To: [log in to unmask]<mailto:[log in to unmask]>
Subject: Re: OER RI Call - COSTINGS

On 13 Jan 2012, at 09:20, Julian Tenney wrote:


Cheers. The form asks for the institutional contribution, in section 2 and the only way to work that out is to work out a budget. Should we complete the institutional contribution?

.. though it also says in the supporting slides that RI projects don't require institutional contribution?




From: Open Educational Resources [mailto:[log in to unmask]] On Behalf Of Amber THOMAS
Sent: 13 January 2012 09:03
To: [log in to unmask]<mailto:[log in to unmask]>
Subject: Re: OER RI Call - COSTINGS

Hi Julian and oer-discuss members,

You’re right that there isn’t a requirement to submit a budget form. Because of the funding levels being relatively low, we just need to see what the funding will be spent on and that you are confident you can achieve the work proposed with the levels of funding provided.

So, do think through the costs and describe them, but no need to itemise them in detail or submit a jisc budget template.

Thanks for checking – hope that’s useful for everyone

Amber

From: Open Educational Resources [mailto:[log in to unmask]] On Behalf Of Julian Tenney
Sent: 12 January 2012 13:43
To: [log in to unmask]<mailto:[log in to unmask]>
Subject: OER RI Call

Hi Amber,

Quick, probably easy question: do we need to present a budget? In previous bids there has been a budget form: there isn’t one in this, although the guidelines mention the ‘presentation of costing’. Should we indicate where we think any money will be spent, or is it enough to simply indicate the total cost?

Thanks,

Julian



From: Open Educational Resources [mailto:[log in to unmask]] On Behalf Of Amber THOMAS
Sent: 09 January 2012 10:15
To: [log in to unmask]<mailto:[log in to unmask]>
Subject: Reminder: OER RI Call closing date 27th Jan

Hi

A reminder: the OER Rapid Innovation Call deadline is Friday 27th January

http://infteam.jiscinvolve.org/wp/2011/11/29/oerri/

I will be available on skype and telephone all day this Wednesday 11th January for questions, and you are encouraged to use this list too.

Yours,

Amber


Amber Thomas
Programme Manager: digital infrastructure, learning materials, IPR
Innovation Group
Joint Information Systems Committee (JISC)
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team blog: http://infteam.jiscinvolve.org/wp/



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