Additional Dept. Lists

Sign up to the list serv using your UT email to continue to receive departmental announcements.  Log into the UT List Serv at: https://utlists.utexas.edu/sympa and search for the department distribution list to request access.

Only UT emails will be approved for all list subscriptions. If you need an email list created, send an email to PhysicsABS@physics.utexas.edu and one will be created for you. 

• Faculty (T/TT) – includes tenured and tenure-track faculty members
• Faculty (adjunct) – includes adjunct faculty members
• Faculty (instructional) – includes instructional faculty members
• Faculty (research professors) – includes research professor faculty members
• Faculty (emeritus/retired) – includes emeritus and retired faculty members
• Physics Friends – includes alumni and affiliated faculty
• Advisory Council – includes members of the department Advisory Council
• Learning Assistants – list includes current department learning assistants

Admin Group Emails

Physics administrative staff group emails:

• Room reservations: physicsrooms@physics.utexas.edu
  • For more information, refer to this link
• Inventory support: Inventory@physics.utexas.edu
• Travel support: travel@physics.utexas.edu
  • For more information, refer to this link
• Purchasing & Payment Processing support: purchasing@physics.utexas.edu
  • For more information, refer to this link
• Grants & Contracts support: grants@physics.utexas.edu
  • For more information, refer to this link
• Human Resource support: hr@physics.utexas.edu
  • For more information, refer to this link
• Event assistance: events@physics.utexas.edu
  • For more information, refer to this link
• Finance support: financials@physics.utexas.edu
  • For more information, refer to this link
• Undergraduate academic support: ugaffairs@physics.utexas.edu
  • For more information, refer to this link
• Graduate academic support: graduate@physics.utexas.edu
  • For more information, refer to this link

Email Policy

Email Policy

Physics communicates with its department members (faculty, staff, students, research staff) via their  official university email address in accordance with email policies set forth by the Provost Office and Information Technology Services (ITS).  Non-UT emails will be removed from department email distribution lists and you must update your Workday profile with your UT email and re-subscribe to departmental distribution lists.  

Visit this site to claim your UTmail.  To update your official address, visit UT Direct.

Policy References:

• Provost Office – University Email Policy
• Information Technology Services –  University Electronic Mail Student Notification Policy

Catering

Food Requests

• Ordering food yourself?
  • Physics Catering Vendor List
  • Request tax-exempt, provide a copy of Tax-Exempt form to the vendor
• Need assistance ordering food?
  • Fill out the Physics Event Request Form

OOEFs

Official Occasions and Entertainment Expenses (OOEF)

What is a Blanket OOEF? 

• Used for events occurring regularly (weekly, monthly) such as water service, monthly coffee orders, meetings/seminar/colloquiums with refreshments.

Do I need a Blanket OOEF? 

• If the answer is “Yes” to the questions below, your event qualifies for a blanket OOEF
  • Is the event over a period of time (semester or fiscal year)?
  • Is the title and purpose of the event the same of each occurrence?
  • Is the “host” and core audience/group of the event the same for each occurrence?

Who submits an OOEF?

• Fill out a Physics Event Request Form, the information gathered on this form will be used to create an OOEF for your event.  The OOEF documentation submitted here will remain on repository with the Physics’ Department.
• If your event will exceed a budget of $3,000 in total, please complete the required Budget Breakdown spreadsheet and attach the spreadsheet in the Physics Event Request Form.
• The department Executive Assistant will process the OOEF and obtain all necessary signatures.  The OOEF will be retained in department files for reference.

OOEF Policy and Policy Chart

• OOEF DocuSign power forms:
  • Under $3K
  • $3K and above
  • Important! Review the information below when processing an OOEF
    • Docusign process diagram
    • Department Funding Approver: Input Virginia Hoskins and use the EID email only for routing
    • Form can only move forward - funding approver can edit but cannot send back to requestor
    • Payment for one time event such as meal for guest will require information in VPE document notes without OOEF
    • Requestor gets copied when form is signed

• Budget Breakdown spreadsheet – required to complete and attach to the OOEF docusign form when submitting an OOEF for an event $3k+ or a blanket OOEF.

Event Requests & Assistance

Fill out a Physics Event Request Form to request assistance with venues, booking rooms, catering, buying groceries or event supplies for any type of event.

• An OOEF will be created (as needed) for your event.
• If your event will exceed a budget of $3,000 in total, please complete the required Budget Breakdown spreadsheet and attach the spreadsheet in the Physics Event Request Form.

Conferences/Symposiums/Multi-day meetings requiring any of the following: hotel blocks, travel, registration sites or payments, landing page, etc. require sufficient planning and lead time with vendors.  These events should be requested at minimum, six months in advance. 

Reimbursements & Payments

• Submit an Entertainment Payment Request to either request a reimbursement to a UT individual for entertainment expenses incurred or to pay a vendor directly.
  • Instructions on how to fill out form can be found here (link).
• Please note that all receipts/invoices must be presented at least 60 days after the event occurs due to Internal Revenue Service regulations and Safe Harbor rules.

Documentation Required:

• Receipts/invoices must be included and itemized. For reimbursements, proof of payment is also required.
• All scans must be fully legible.
• All receipts must have legible dates.
• Dates on receipts must match dates on the OOEF. Exceptions will be approved for necessary purchases made before an event.

Payment Processing

Payment Processing

• Email Dale Campbell your receipt/invoice and account to be charged. If you are a student or employee of a faculty member, the qualifying faculty member should provide their approval for the reimbursement or otherwise acknowledge the charges.
• Processing documents: travel (VP5), gift/cash deposits (VC1s), reimbursements (VPE), corrections (VT6), PBU, VP1s, VP2, and VP7s
• H1B1 Visa Fees
• Payee Information Form (PIF)

Reimbursements & Payments

• Submit an Entertainment Payment Request to either request a reimbursement to a UT individual for entertainment expenses incurred or to pay a vendor directly.
  • Instructions on how to fill out form can be found here (link).
• Please note that all receipts/invoices must be presented at least 60 days after the event occurs due to Internal Revenue Service regulations and Safe Harbor rules.

Domestic Travel

Refer to the General Information Travel Tab regarding processes. 

• Email and paper requests for an RTA will not be processed
• Submit your RTA using the Travel Authorization Request System, at minimum, two weeks prior to travel
• Questions or need assistance? Email: travel@physics.utexas.edu

Car Rentals

• A rental car is recommended for use with business-related travel. If you drive a personal vehicle, the vehicle owner - NOT THE UNIVERSITY – is liable for any injury or damage to your person, car, and any injury or damage to other vehicles, property, or persons outside your vehicle which may occur as a result of an accident.
• Rental car options which include insurance coverage: https://travel.utexas.edu/travelplanning/rentalcars
• If you are renting a car yourself for travel within Texas, you are required to fill out the Motor Vehicle Rental Tax Exemption Certificate.  Submit form to the rental company.

Travel within Texas

• Prior to traveling, if you are staying in a hotel and/or renting a car, you are required to fill out the following forms:
  • Texas Hotel Occupancy Tax Exemption Certificate
  • Motor Vehicle Rental Tax Exemption Certificate
  • You will provide the signed forms to the hotel and/or rental company. Contact, travel@physics.utexas.edu for an authorized signer of each form
• You will not be reimbursed if you are charged taxes within the state of Texas unless you use these forms when checking in/picking up your rental
• Reimbursements for travel to a Texas city for any county not listed in the federal rate tables are limited to actual expenses

Travel within the United States

• Effective 6/24/21: Domestic travel no longer requires Dean approval
• Air travel and rental cars may be booked using UT Contracted travel agencies or an online reservation tool (e.g., Expedia, Southwest)
• The university will not provide reimbursement without an exception from the CNS Dean for travel booked outside of the university’s contracted rental car and travel agencies.

International Travel

Refer to the General Information Travel Tab regarding processes.  Email and paper requests for an RTA will not be processed.

Plan Ahead!  Most international travel requires pre-approval to travel to a Restricted Region, refer to the list here.  This process requires a MINIMUM of 5 weeks PRIOR to date of travel.   

Faculty, research staff, students (grad and undergrad), and administrative staff are required to follow the steps below to successfully submit international travel requests.

• If your destination is not listed as a Restricted Region, complete steps #3 and #5.  

Step 1 - Complete Restricted Regions Form

• Graduate & Undergraduate students: complete the student restricted regions form
• Faculty, Research Staff, Admin Staff: complete the faculty/staff restricted regions form
• Forms must be typed, handwritten will not be accepted
• Email completed, unsigned form to travel@physics.utexas.edu.  The travel team will route for signatures including submitting to Texas Global for review and approval.

Step 2 - Register your trip and complete remaining steps outlined by Texas Global

• Graduate & Undergraduate students: review and complete steps 2-4 found on this link for student travel
• Faculty, Research Staff, Admin Staff: review and complete steps 3-5 found on this link for faculty/staff travel

Step 3 - Submit Travel Authorization (RTA) Request 

• All travelers must submit their RTA using the Travel Authorization Request System to allow the traveler to book airfare and/or car rentals.
• This step can be completing while awaiting approval of your restricted region form

Step 4 - Notify Travel Team of Restricted Region Decision by Texas Global

• All travelers are required to submit the approval memo from Texas Global with their decision to approval or deny your travel.  The memo is required as supporting documentation. 
• Questions regarding Texas Global's decision? Email: grs@austin.utexas.edu 

Step 5 - Traveler submits Export Controls form

• All travelers taking or shipping UT owned or personal technology is required to complete the Export Control form.
  • Export Control defines technology as: laptops, cell phones, hard drives, USB drives, etc.  Includes items purchased with university funds, sponsored/grants, and your personally purchased technology items.
• Email the completed form directly to David Ivey – Export Control Officer at ivey@austin.utexas.edu
• If approved, email signed form to travel@physics.utexas.edu for inclusion as supporting documentation for your RTA.
• Questions? Email David Ivey directly for clarification any issues/questions

Reimbursement Checklist

All travelers are expected to provide documentation and itemized receipts for reimbursements.  After you return from your trip, use the Travel Reimbursement Request System to upload your receipts and initiate reimbursement.

Reimbursement policy reference: HBP Part 11 - Travel

Lodging Expenses:

• Traveler name
• Dates
• Location matches destination(s)
• Tax amount and nightly rate amount
  • For employee/student travelers in-state travel, confirm no state sales tax
  • Check that combined lodging and meal expenses (per day) do not exceed UT limits OR reason for overage is provided on Request Form
• Double vs. single occupancy rates
• Documentation of payment

Meal Expenses 

• Per diem:
  • Compare with travel dates and times
• Receipts:
  • Check for tips within 20% and move tips to Other Expenses
  • Alcohol not allowed
  • Confirm not a group meal
  • Documentation of payment

Transportation Expenses 

• Airfare
  • Dates
  • HQ and destinations (disregard layover cities if no overnight stay)
  • Confirm economy travel
  • Documentation of payment (cannot reimburse miles/points/exchange vouchers)
  • Confirm “Online selection is best value as consistent with institutional priorities” OR purchased through Anthony/Concur
• Personal Car Mileage
  • If crossing state lines, provide comparable airfare
  • HQ and destinations
• Taxis and Public Transportation
  • Receipts only required for travel between cities
    • Tips cannot exceed 20% of subtotal
    • Documentation of payment
• Rental Car
  • Confirm one of the contracted vendors
  • Check for fuel charges and optional add-on fees
  • Documentation of payment
• Gasoline - date and documentation of payment
• Tolls - receipts not required
• Parking - receipt OR location of parking listed in Expense Notes

Other Expenses 

• Internet, Phone, and Baggage Fees
  • Documentation of payment
  • "UT Business" statement from department
• Tips
• Registration Fees
  • Documentation of payment
  • Optional additional fees (meals, memberships, materials, etc.) separated out
  • Check dates and locations
• Other Incidentals
  • Itemized receipt with documentation of payment

Travel FAQs

FAQ's Commonly Asked Questions

Do I need a profile in the Concur system?

Yes, as Travel Management Services improves visibility into duty of care & sustainability reporting, it is imperative that everyone arranges travel or travels on behalf of the university has a travel profile in the Concur system. Please verify that you have a profile and if not, register to complete one at Concur Booking Tool.

Is Dean approval required for travel requests?

Follow the processes outlined in the Physics International Travel tab for procedure.  CNS has a delegated signature approval, collaborate with the travel team to ensure forms are sent to the correct signature delegates.

Can I pay for someone else's expenses?

No, UT will only allow reimbursement for the individual traveler expenses. If you share a room with another traveler, the expense should be divided equally and each person pays their portion of the bill. If you are traveling with a student and they have financial difficulty paying for their travel expenses, please consult with your department Administrative Operations Manager.

Can I be reimbursed for business or first class airfare or seat upgrade?

Generally no, however you can complete a First/Business Class or Seating Upgrade Purchase Request to Travel Management Services (TMS) for review and approval. Please note, the purchasing of commercial air transportation may not exceed the cost of the lowest available airfare. The State of Texas and UT Austin allow (6) exceptions for the purchase of First Class and Business Class airfare or Seating Upgrade. An exception request must be made for EACH new reservation. TMS cannot approve blanket requests.

*Department is responsible for maintaining copies of exception approval and supporting documentation for audit purposes.*

Can refundable tickets be purchased through Anthony Travel?

Yes, they can however depending on the search criteria it is possible that there are not any refundable fares available. If this is the case, try changing the search by schedule rather than price and maybe try expanding the time window beyond the 3+/- default setting. Please note, if the refundable ticket happens to be first, business class, or another type of upgrade, it will need an approval and qualified exception from Travel Management Services. See question above for link to exception request approval.

Can I be reimbursed the baggage fee, for my checked bag(s)?

If an airline has a mandatory first bag fee for checked baggage, the expense is considered reimbursable as long as the bag meets airline weight requirements. Receipt required. Fees related to second bags are reimbursable only if the UT department verifies that the second bag is needed for business purposes and the bag meets weight requirements. If a second bag is used, then documentation explaining why the baggage is necessary is required as part of the travel approval.

Can I be reimbursed for mileage?

Yes, for official point-to-point mileage you may use odometer readings or any online mapping tool may be used. The most commonly used tool is Mapquest

Can I be reimbursed for actual meal expenses and per diem?

No, UT doesn't allow the combination of actual meal expenses and per diem to be claimed within the same travel reimbursement. If claiming actual meal expenses itemized receipt(s) and proof of payment are required. Or, you may be reimbursed the $51 per diem per day with the following suggested breakdown: Breakfast $12, Lunch $15 and Dinner $24.

Can I book my own airfare?

Per the Handbook of Business Procedures 11.5.1.C "All travel agency assisted business-related air travel for university employees and students must be arranged through Anthony Travel or Corporate Travel Planners, the two university-contracted travel agencies. Travelers may use an online reservation tool (e.g., Expedia, Southwest.com) in addition to the university's online tool, Concur. If an online tool other than Concur is used, the purchase invoice submitted for reimbursement after the completion of the trip should include the traveler's statement: Online selection is best value as consistent with institutional priorities." Please note, the reimbursement for airfare may not exceed the cost of the lowest available airfare.

Do I need to submit a receipt for every travel expense?

Per the university's Handbook of Business Procedures 11.5.4 the following original receipts are required for reimbursement.

• Airline ticket receipts, if not centrally billed in which the traveler paid for the ticket. See question above for additional traveler statement
• Car rental receipts
• Gasoline receipts
• Taxi, bus, or train receipts for travel between cities
• Lodging receipts which must include the hotel/motel, or short-term rental folio card showing itemized Folio must also show payment with a $0.00 balance due.
• Itemized meal receipts when rules allow exceptions to the limits
• Registration receipts, if registration was paid for by the traveler
• Miscellaneous expenses

Receipts are not required within a city for all other transportation, but the expenses must be itemized by date, locale, type, point-to-point, and amount. Receipts for parking expenses are not required.

Is travel insurance a reimbursable expense?

No, per Handbook of Business Procedures 11.5.3 travel insurance is listed as a non-reimbursable purchase.

Is there a hotel overage exception if my hotel rate is above the university's allowed limit?

Yes, if the combination of lodging and meal expenses exceed the allowed university limit this requires review and approval by the Assistant Director of Payment Services. Please indicate a business reason explaining why there is an overage within the Request Notes on the Travel Reimbursement Request.

Yes, it is department policy to encumber the estimated cost of the travel to ensure funds are available to reimburse the traveler when they return.  

Hiring Research Titles

All persons whose primary activities are to conduct research at The University of Texas at Austin (“University”) will be assigned an appropriate research title. These titles are for an employee in a professional position that normally holds a Ph.D.

The HR team will assist you with determining the appropriate research job profile, posting, and recruitment (if needed).  Please submit the Hiring Research Staff Request form at least 4 weeks in advance to the HR team.  

Each research position will have varying recruitment requirements, refer to each position in the table below for specifics:

Temporary Paid Research Positions

When an applicant is identified, provide the HR team their name and email.  The HR team is responsible for drafting the offer letter and assist the new hire with their visa (if applicable).

Regular Paid Research Positions

Hiring - Other

Hiring a Research Employee?

• Refer to the Hiring Research Titles tab for details.

Classified Employees

• Administrative and shops hiring is handled by Department Administration and Physics HR.

Graduate Student Employees

• Assignment process is coordinated on a semesterly basis with the Physics Graduate Program Administrator, Finance, HR teams and graduate supervisors.
• Each semester, graduate supervisors will be emailed to identify and request their graduate students be assigned as a Graduate Research Assistant (GRA), Teaching Assistant (TA), fellowship, or graduating.
  • Graduate supervisors are provided financial obligations for a GRA assignment and deadlines.
  • Changes to student assignments submitted after the deadline must be approved by the Graduate Program Advisor.
• Physics HR team processes all student assignments in Workday and coordinates onboarding of new student employees.

Undergraduate Student Employees

• Undergraduate student positions include the following:
  • Academic job titles (Undergraduate Research Assistants or Learning Assistants) are limited to a maximum of 20-hours per week
    • Learning Assistants – refer to this link for process to request/hire an LA.
  • Non-academic job titles (Student Assistant or Lecture Demo) may work more than 20 hours per week
  • Work-Study employees must provide proof of work study award and are limited to 19 hours per week
• Physics HR team processes all student assignments in Workday and coordinates onboarding of new student employees
• Timesheets must be submitted weekly in order to be paid (semi-monthly)
• Eligibility: students must be enrolled in 12-hours per semester; exception may be approved for students in their final semester
• Background Checks: new student employees must pass a background check prior to starting their position with Physics. Please allow up to 2-weeks for the background check to clear
• To request an undergraduate student hire, email the Physics HR team:
  • Position title (URA, Student Assistant, etc.)
  • 10-digit account paying for their salary
  • Student’s name, EID, and their UT email
  • Number of hours student will work per week
  • Hourly pay rate
  • Start date and duration (end date)

New Hire Tasks

Information for New Hires

• Timesheets – all employees in a monthly or hourly job are required to complete timesheets in Workday.

• Exception:  Faculty, TA, GRA and Assistant Instructors
• Instructions on completing timesheets can be found here.  

• UT Email Policy– all UT Austin students and employees are required to use a UT email address as their primary work email. Please follow these instructions to claim and login to your UT Email.

• Student Employee Resources

• New Student Employee Checklist
• Physics Department Graduate Student Resources
• Graduate School Academic Employment

• Research Employee Resources:

• Postdoctoral Fellow Handbook
• New Employee Checklist
• Benefits Information

• Staff Employee Resources:

• New Employee Checklist
• Benefits Information

New Hire Tasks to Complete – Day 1

• Set up Duo – UT requires Duo authentication to access our systems and applications. Visit Duo Set Up, login with your UT EID and password to begin.
• Upgrade your EID Upgrade and obtain your UT ID Card –instructions to upgrade your EID and obtain your physical UT employee ID care are available on the ID Center’s service page.
• Log in to Workday using your UT EID and password. Click on the welcome message or go to the upper right corner of the page and click on your inbox.  Here you can:
  • Update your personal information
  • Complete required new-hire forms.
  • Complete Section 1 of Form I-9 Authorization to Work – no later than first day of work. You will need provide original documents from this List of Acceptable Documents.
• Attend PN 1000 – New Employee Welcome & Orientation (NEWO) – NEWO is hosted by UT Human Resources (HR) and provides you a comprehensive introduction to employment and benefits. Go to UTLearn using your UT EID and password.

New Hire Tasks to Complete – Week 1

• All employees are required to complete the following training modules within their first week:
  • Intro to the Compliance & Ethics Program
  • Equal Employment Opportunity (EEO)
  • Information Security Awareness
  • Title IX Basics (sign up for a class within the first week)
• Go to UTLearn to access these training modules

Leaving UT/Physics?

Supervisors should notify Physics HR team as soon as they become aware of a resignation or retirement.  The supervisior must respond acknowledging resignation or retirement.  Physics HR team will coordinate the separation process with employee, supervisor, and Executive Assistant or Center Admin.

Retiring?

• Refer to UT’s Retired Employee site and follow all the necessary steps to retire from the University.  Send an email to your supervisor and Physics HR team informing them of your retirement and provide your last day of work.  The supervisor must accept your retirement date with an email response to the employee and Physics HR Team.

Resigning?

• Employees will need to submit a letter or email to their supervisor resigning their position and include their last day of work
• Supervisor must accept their resignation by email and courtesy copy hr@physics.utexas.edu in this correspondence
• Employees must complete all timesheets by end of the day on their last day of work
• Executive Assistant or Center Admin will coordinate all remaining off-boarding tasks
  • Research Exit Checklist
  • A&P–Admin and Classified

Undergraduate Student Employees

• Student employees who lose eligibility may not continue to work. Physics HR will notify supervisor and employee of loss of eligibility and end assignment.

Graduate Student Employees

• Physics HR is notified by the Graduate Coordinator of students who will be graduating each semester.
• If they have questions regarding, last day of work, final paycheck, benefits, etc., they can email hr@physics.utexas.edu prior to the end of their final semester.

Visitors

Visiting Researchers and Scholars (Research Affiliates)

A Visiting Researcher/Scholar who temporarily collaborates with faculty and scientists are designated as a nonemployee. The designation “Research Affiliate” is a privilege accorded to nonemployee researchers or scholars temporarily in residence at The University of Texas at Austin and are affiliated with an outside university, institution, business, or government participating in collaborative research.

The process for “hiring” a Research Affiliate includes obtaining approval(s) from the Office of the Vice President for Research prior to sending an offer letter.  If you plan to invite a visiting researcher, the HR Team will work with you to obtain approval(s) from the OVPR and establish their assignment in Workday. 

To get this process started (applies to visiting researchers who will be on campus for 14 days or more): 

• Email hr@physics.utexas.edu with their name, dates of visit and a brief description of research collaboration
• Have the visitor complete the Visiting Researcher Scholar Form
• Submit requests, at minimum, four weeks in advance to provide sufficient processing time
  • If your visitor is international and requires a visa, you must provide three-months advance notice. HR team is not responsible for delays with governmental offices in processing visas.

Resources: 

Additional information on Visiting Researcher/Scholars can be found on the VPR website. 

Guest Speakers, Symposium Guests, or Short-Term Visitors

Guests who do not need access to libraries, research labs or other privileges do not need an assignment in Workday.  HR does not need to be notified of these visitors.   

If the guest will be paid an honorarium, refer to the Travel Policies and contact the Physics Travel Team at travel@physics.utexas.edu for assistance.

Visas

Visa holders should give the HR Team at least 120 days’ notice before expiration of a Visa.  Failure to adhere to this timeline may result in the inability of Visa holders to work if the new or renewed Visa is not received prior to the original Visa’s expiration date. 

Please be advised that initiation of Visa requests is the responsibility of the individual named on the Visa, not that of the individual’s supervisor or the department.

Pre-award

Pre-award

•  Submit the Preproposal Review Form to initiate a proposal request with the Grants team.

• All preproposal documents and budget must be submitted in the new UTRMS suite.

• Proposal development support includes collaboration between the C&G team with PI to:
  • create detailed budgets & budget justifications;
  • draft, format and copy/edit proposal documents;
  • review proposals for compliance with sponsor, federal, state, local and university guidelines and regulations;
  • create electronic proposal review form;
  • upload proposal application packages to online sponsor interfaces; as well as ensure accurate and timely submission

• The C&G team will assist with the following pre-award activities:
  • Request PI status with OSP
  • Provide guidance for corrections when proposals do not meet criteria
  • Identify and email timelines to PIs
  • Liaise with the Office of Sponsored Projects and other research support offices on campus

• Centers with a dedicated Administrative Support person, the admin will be responsible for:
  • Provide the C&G team the following information when requested: CVs, Biosketches, Current and Pending Listings, Publications
  • Work as needed in SciENcv to create Biosketches and Bibliographies, and PAMS/RMS as needed to upload proposal documentation for PI’s
  • If your center does not have a dedicated admin, the PI is responsible for providing the information noted above

• Principal Investigators are responsible for the following pre-award activities:
  • PIs are responsible for ensuring their Current and Pending documents are accurate and complies with sponsor specific formats and requirements
    • Beginning January 2023 NSF will require all C&P and Biosketch documents to be created in SciENcv.
    • Link to SciENcv
  • PIs are responsible for ensuring to meet deadline & information requests
  • PIs are responsible for submitting their Financial Conflict of Interest and UT System’s Outside Activity portal in accordance to applicable handbook of operating procedures 5-2011 and 7-1210.
    • COI updates must be made by the PI in the new UTRMS COI portal.
    • Link to COI Portal
  • PIs are responsible for identifying direct costs, describing duties of personnel, writing Statements of Work, and identifying deliverables
    • Examples of direct costs include effort, travel, M&O, equipment and fabrication, tuition
  • Direct Cost Considerations
    • Computer/laptops must be essential, justified, and allocated proportionally to its use on the project
    • General office supplies are unallowable
    • Fabrication line items must meet institutional and federal requirements

Post-award

Post-award

• C&G team and PI will collaborate on the following closeout activities:
  • Verify expenditures are correct prior to expiration of award
  • Ensure equipment fabrication assets are completed and tagged

• The C&G team will assist with the following post-award activities:
  • PI updates/changes
  • Assist with PI/Award transfers
  • Budget transfers to clear overdrafts
  • Process corrections to remove incorrect or unallowable charges
  • Credit requests, No-cost extension requests
  • Address various sponsor requests for information and assistance

• Principal Investigators are responsible for the following post-award activities:
  • Completing Salary Compensation Reports
  • Technical progress/performance/ close-out reports required by Sponsor

Reporting

Reporting Team

• Primary contact: Christopher Carpenter – Sr. Financial Analyst

• Back-up: Virginia Hoskins – Assistant Director

• Send all questions or requests for assistance to: financials@physics.utexas.edu
  • Group email is monitored by the Reporting Team to ensure coverage, do not email staff individually 

Reporting team will assist with the following activities for grant and non-grant accounts:

• Processing salary updates or corrections in Workday (salary/cost allocations)
• Assistance with budget projections assistance, grant close-out reporting, and spend plan reports
• Ad-hoc reporting
• Semesterly graduate student assignments (Fall, Spring, Summer), faculty summer non-teaching assignments; and research staff assignments
• Process corrections to expenses including corrections to salaries for Salary Compensation Reports
• Audit & expense compliance verification