Opportunity Application Contract Post-Award


Information : Application


Facilities and Equipment Costs

Facilities & Equipment Costs

Adding the Cost of Existing Equipment to the Project
Adding the Cost of New Item of Equipment to the Project
Amending or Removing an Item of Equipment from the Project

Note: Initially the University will not be charging separately for major research facilities and this section of the system will relate to equipment only.

When a user selects the 'Facilities and Equipment Cost' option on the 'Project Proposal Summary' window the system displays the 'Facilities and Equipment Cost' window. This window is used to list all equipment costs identified for the research project.

Facilities & Equipment Costs
Facilities & Equipment Costs

 


To add an equipment item and its associated costs to the project proposal system users should 'click' the + button. The 'Add Facilities and Equipments to Project' window will be displayed.

Add New Item Not in List
Add New Item Not in List

 


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Adding the Cost of Existing Equipment to the Project

Initially the University is piloting the costing of existing equipment for NMR equipment and Electron Microscopes only. The selection of existing equipment options should only be used if the research project is to use these items of equipment.

For research projects that will use the NMR equipment or Electron Microscopes the system user should select the item of existing equipment to be used from the drop-down list in 'Item Description' field. Having selected an existing item of equipment the system will show the cost per unit for using the equipment in the 'Rate' field. The number of units to be used should be entered in the 'Units' field. Users should designate the 'Start Date' and 'End Date' for the utilisation of the piece of equipment in the fields provided. These dates can be directly entered or selected by using the calendar facility provided. The Save button should be selected to add the cost of the item of equipment and associated usage to the project record. The Close button can be used 'to return to the 'Facilities and Equipment Cost' window. The item of equipment and associated costs will be shown.

Note: the 'Filter by Category' field in the equipment section of the system will not be used initially and need not be completed.

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Adding the Cost of New Item of Equipment to the Project

For research projects that require new items of equipment the system user should select the 'Add new item not in the list' menu option. The following window will appear:

Add Facilities & Equipments to Project
Add Facilities & Equipments to Project

 


A description of the piece of equipment required should be input in the 'Item Description' filed. The additional fields should then be completed as follows:

@ Rate The unit cost of the equipment (inclusive of VAT) should be input in this field.
Units The number of pieces of equipment required should be entered
Unit Type From the drop-down list, select 'Unit Cost'.
Start & End Date Information on the estimated period when the item of equipment will be purchased should be provided.
VAT Type & VAT Value The four options are Exempt, Not VATable, Standard and Zero-rated. With the Exempt, Not VATable and Zero-rated options do not enter a figure in the 'VAT Value' field. With the Standard rate option, 17.5% defaults into the 'VAT Value' field.
Inflation Factor The drop-down list menu option 'Equipment' should be selected.
Category 'New Equipment' should be selected from the drop-down list.
Rate On Date This is the date from which inflation should be applied to the new item of equipment and defaults to today's date. Assuming the unit price was based on current prices, leave this at today's date.

Having completed the information relating to the new item of equipment the Save option should be selected to add the cost of the item of equipment and associated usage to the project record. The Close button can be used 'to return to the 'Facilities and Equipment Cost' window. The item of equipment and associated costs will be shown.

The + button can be used to add another piece of equipment, or the Close button can be used to return to the 'Project Proposal Summary' window. The 'Project Proposal Summary' window will display a total for equipment costs included in the project costing.

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Amending or Removing an Item of Equipment from the Project

To amend details of equipment costs click on ‘Facilities & Equipment Costs’ on the ‘Project Proposal Summary’ screen and then in the ‘Units’ field of the equipment to be amended. Amend the screen, which opens as required, and click Save and Close.

To completely remove a previously selected item of equipment click on the underlined ‘Remove’ word to the left of the equipment item in the ‘Facilities & Equipment Costs’ screen. In the screen that opens enter a reason for removal and click ‘Delete’ and Close.

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