Thursday, May 10, 2012

4070.txt

cc: "Jones Philip Prof \(ENV\)" <P.JonesatXYZxyz.ac.uk>, "Osborn Timothy Dr \(ENV\)" <T.OsbornatXYZxyz.ac.uk>, "Agnew Maureen Dr \(ENV\)" <M.AgnewatXYZxyz.ac.uk>, "Warren Rachel Dr \(ENV\)" <R.WarrenatXYZxyz.ac.uk>, "Footitt Anthony Mr \(ENV\)" <A.FootittatXYZxyz.ac.uk>, "Franco Aldina Dr \(ENV\)" <spp09vqu@uea.ac.uk>, "Cheung William Dr \(ENV\)" <jhr09cbu@uea.ac.uk>
date: Thu, 25 Jun 2009 10:40:17 +0100
from: Clare Goodess <C.GoodessatXYZxyz.ac.uk>
subject: RE: UEA involvement in the CCRA tender
to: "Darch Janice Dr \(SCI\)" <J.DarchatXYZxyz.ac.uk>, "Johnson Sue Mrs \(ACAD\)" <kr732atXYZxyz.ac.uk>, "Footitt Anthony Mr \(ENV\)" <A.FootittatXYZxyz.ac.uk>

Dear Sue and Janice
All the tender documents are available on the Defra research competitions web site
[1]http://www.defra.gov.uk/science/funding/competitions.htm - I thought we had already
provided this information to you. But anyway, the call title is UK Climate Change Risk
Assessment and the pack code is [2]CEOSA 0901, closing date 6 July.
Since no-one else has offered to co-ordinate the UEA part of the bid, I will do so.
My email yesterday listed who from UEA will be involved and the attached spreadsheet
provided a list of project tasks. At this stage we do not have more written details from
AEA.
Attached to this email, is draft text which is being sent to AEA from CRU people and
Rachel. This gives some indication of the work we will be doing - though this should be
more clearly defined after the meeting next Monday at AEA. Anthony will be producing some
text on his proposed work on co-ordinating the sectoral studies. Aldina and William have
not yet been asked to produce text.
I'm sure that AEA will tell us how many meetings to plan for. I do not envisage any
equipment or consumable requirements (at least from the CRU participants).
And at this stage, we do not know the specific level of UEA involvement (e.g., the number
of days), again this should emerge from Monday's meeting.
I know that you would both like more information at this stage, but UEA is just one part of
a very complex consortium.
Best wishes, Clare

At 09:43 25/06/2009, Darch Janice Dr \(SCI\) wrote:

Hi All,
If the work you are bidding for is research not consultancy then we use the UEA pay
scale to calculate your day rates i.e. your total salary cost during the period of the
award and divided by the number of working days in the period. Indirect and estates
costs are generally entered separately onto the DEFRA form if it's a research
project. Also you need to calculate your travel, consumables and equipment costs to
enter as line items. This has to be done for the project as a whole and so as Anthony
says its vital to know who is coordinating this from UEA so that person can amass all of
the UEA budget figures to ensure we have not forgotten anything or any body.
If this is to be a research project we Ned to have the full call for tenders
immediately fro RE to check out the legal side of the call's terms and conditions to
ensure that UEA can comply with its requirements e.g. insurance
Janie
_________________________________________________
Dr J. P. Darch
Research Manager
School of Environmental Sciences
University of East Anglia
Norwich
NR4 7TJ
UK
Tel :+44 (0)1603 592994
Mobile:+44 (0)7796932595
Fax: +44 (0)1603 592535
-----Original Message-----
From: Johnson Sue Mrs (ACAD)
Sent: 25 June 2009 09:22
To: Footitt Anthony Mr (ENV); Goodess Clare Dr (ENV)
Cc: Jones Philip Prof (ENV); Osborn Timothy Dr (ENV); Agnew Maureen Dr (ENV); Warren
Rachel Dr (ENV); Footitt Anthony Mr (ENV); Franco Aldina Dr (ENV); Cheung William Dr
(ENV); Darch Janice Dr (SCI)
Subject: RE: UEA involvement in the CCRA tender
Dear All,
When deciding if something is consultancy rather than research we have to follow
guidelines and make sure we can justify the decision, please see the table and text
attached which may be of use.
As well as daily rates you should also consider additional costs such as travel to
meetings as these can soon mount up and should be in addition to your daily rate costs.
You do have to make a decision regarding the income at the time of contract negotiation,
the attached External Consultancy Form has to be completed, signed and dated BEFORE the
contract commences to meet with the inland revenue guidelines.
I have also attached the rules on Waiving income but would be happy to discuss this over
the phone if it is agreed that this is consultancy rather than research.
How have the other institutions involved decided that this should be handled? It would
seem sensible if we all handled the project in the same way.
Kind regards,
Sue.
________________________________
Sue Johnson, Consultancy Manager
University of East Anglia
Tel: 01603 591578 | Fax: 01603 591550 | Email: susan.johnsonatXYZxyz.ac.uk
Web: [3]www.uea.ac.uk/business
Research, Enterprise & Engagement Office, The Registry, University of East Anglia,
Norwich, NR4 7TJ.
University companies registered in England: UEA Enterprises Ltd (Company No.
02626389);UEA Consulting Ltd (Company No. 6477521); SYS Consulting Ltd (Company No.
04045713). Registered Office: The Registry, University of East Anglia, Norwich, NR4 7TJ
________________________________
This email may contain privileged information. If you are not the intended recipient
please notify the sender and delete all copies

>-----Original Message-----
>From: A.FootittatXYZxyz.ac.uk [[4] mailto:A.Footitt@uea.ac.uk]
>Sent: Thursday, June 25, 2009 9:05 AM
>To: Goodess Clare Dr (ENV)
>Cc: Jones Philip Prof (ENV); Osborn Timothy Dr (ENV); Agnew
>Maureen Dr (ENV); Warren Rachel Dr (ENV); Footitt Anthony Mr
>(ENV); Franco Aldina Dr (ENV); Cheung William Dr (ENV);
>Johnson Sue Mrs (ACAD); Darch Janice Dr (SCI)
>Subject: Re: UEA involvement in the CCRA tender
>
>Hi Clare/all,
>
>My thoughts inline....
>
>> First, we need to agree whether this is handled
>> as a research (through Janice) or consultancy
>> (through Sue) proposal.
>
>This needs to go through consultancy not research....in any case Janice
>needs time to work up FEC costings and all via research route and
>typically with these sorts of things you don't finally hammer down and
>agree inputs and costs across a project until a few days beforehand.
>
>Overall, it seems that
>> - > and will need to tell the university whether or
>> not we want to take the money as salary or not.
>
>No we don't, you don't decide what to do with the money until
>it's payout
>time...there are a number of options - take as (non-pensionable) bonus,
>donate to school pot or, if you can get it past finance you can try and
>charge yourself as a direct cost (to Tyndall/CRU or whatever)
>and attempt
>to get the money transferred....if you're lucky enough to be a
>Prof - Phil
>might have one - you can transfer to that via the school -
>Jacquie B and
>me have talked about this in the past - lots of options but
>all have got
>ages to decide and each individual can choose what to do.
>
>
>> Related to this decision is that of day rates. It
>> has been proposed that standard day rates should
>> be used for all Tyndall people. These would apply as follows to UEA
>> people:
>>
>> Phil: �750
>> Tim, Rachel, Anthony, Aldina, William, Clare: �550
>> Maureen: �450
>>
>> But please see the email forwarded below from Sue
>> Johnson about these rates. They would be
>> top-sliced by 25%, but Sue's suggestion that we
>> may wish to up them by 25% would put us out of step with
>other Tyndall
>> groups.
>
>We should be very cautious of increasing further...i.e. don't
>even think
>about it...agreement of these (common range of) rates for
>different levels
>was my suggestion because we are competing with consultancies,
>these are
>the level of rates that they have and if you go higher then your bid is
>both expensive and stands no hope of passing the value for
>money tests -
>for example, we lost a bid for us and Geoff Darch at Atkins
>because costs
>were too high for a few of the Tyndall members and could/would
>not reduce
>them by the 20% asked of us by the Environment Agency - result
>- they gave
>it to someone else when we were the preferred bidder...greed
>loses you the
>prize
>
>...my recommendation is to stick with where they are and if you really
>have increase anything - increase the days and just do it in a shorter
>time -this still makes your bid more expensive overall but at least it
>looks better in the value for money tests.
>
>
>> Second, we need to decide who will lead the UEA involvement.
>
>Is this for Sue and administration or for interactions with AEA?
>
>>
>> This answers most of the questions from Sue
>> Johnson below - except - are there any other UEA
>> people who will be named in the proposal? The
>> only other UEA names I've seen in any of the
>> emails are Asher Minns and Bob Watson.
>
>I don't think so
>
>> The final issue to mention now is the letters of
>> agreement and datasets and planned research
>> templates that AEA has sent out. We have just
>> returned these on behalf of CRU. William will
>> also complete and return this information to AEA
>> - and Aldina should do the same. Rachel/Anthony -
>> will you do this for the two of you?
>
>I haven't seen these things from AEA - could you forward them?
>
>
>> I'd be very grateful for your rapid responses to these questions.
>>
>> Best wishes, Clare
>>
>>
>>
>>>Subject: FW: Costing
>>>Date: Wed, 24 Jun 2009 14:49:15 +0100
>>>X-MS-Has-Attach:
>>>X-MS-TNEF-Correlator:
>>>Thread-Topic: Costing
>>>Thread-Index: AcnwwQ6HB1jQHcGmQJ+qCEUfFW1FdgEEJPmw
>>>From: "Johnson Sue Mrs \(ACAD\)" <Susan.JohnsonatXYZxyz.ac.uk>
>>>To: "Goodess Clare Dr \(ENV\)" <C.GoodessatXYZxyz.ac.uk>
>>>
>>>Hi Clare,
>>>
>>>I have just spoken with Janice about this and we wondered:
>>>
>>>1. How far this had progressed?
>>>
>>>2. Who was the UEA lead?
>>>
>>>3. If a decision had been made as to whether it
>>>was consultancy or research and who had made that decision?
>>>
>>>4. Who else from UEA is involved?
>>>
>>>Kind regards,
>>>
>>>Sue.
>>>
>>>
>>>
>>>----------
>>>Sue Johnson, Consultancy Manager
>>>University of East Anglia
>>>
>>>Tel: 01603 591578 | Fax: 01603
>>>591550 | Email:
><[5] mailto:susan.johnson@uea.ac.uk>susan.johnson@uea.ac.uk
>>>Web: <[6] http://www.uea.ac.uk/business>www.uea.ac.uk/business
>>>
>>>Research, Enterprise & Engagement Office, The
>>>Registry, University of East Anglia, Norwich, NR4 7TJ.
>>>
>>>University companies registered in England: UEA
>>>Enterprises Ltd (Company No. 02626389);UEA
>>>Consulting Ltd (Company No. 6477521); SYS
>>>Consulting Ltd (Company No.
>>>04045713). Registered Office: The Registry,
>>>University of East Anglia, Norwich, NR4 7TJ
>>>
>>>
>>>----------
>>>This email may contain privileged information.
>>>If you are not the intended recipient please
>>>notify the sender and delete all copies
>>>
>>>
>>>
>>>
>>>----------
>>>From: Johnson Sue Mrs (ACAD)
>>>Sent: Friday, June 19, 2009 10:34 AM
>>>To: Goodess Clare Dr (ENV)
>>>Subject: Costing
>>>
>>>Hi Clare,
>>>
>>>I have had a look at the day rates, they seem
>>>fine, basically we can charge what the client
>>>will pay but I'm sure that price will be an
>>>issue here and it's probably better if each HEI
>>>charges roughly the same for their academics depending on
>their grade.
>>>
>>>Few points to remember:
>>>
>>>We have to charge VAT on consultancy.
>>>
>>>You should make sure that you have a travel
>>>budget if you are going to be required to attend meetings.
>>>
>>>Are there any other 'costs' that should be included?
>>>
>>>ENV will top slice the total cost by 10% and
>>>there is a 15% management fee so basically you
>>>will have a choice to make regarding the
>>>remainder (75%) you can either take this
>>>personally via payroll or choose to 'gift' some
>>>or all of it into a school consultancy income
>>>account where it can be used for travel, equipment, etc.
>>>
>>>If you wanted to maximise the amount that you
>>>receive you could ask Jim to increase the UEA
>>>daily rates he has given by 25% to cover this.
>>>
>>>Kind regards,
>>>
>>>Sue.
>>>
>>>
>>>----------
>>>Sue Johnson, Consultancy Manager
>>>University of East Anglia
>>>
>>>Tel: 01603 591578 | Fax: 01603
>>>591550 | Email:
><[7] mailto:susan.johnson@uea.ac.uk>susan.johnson@uea.ac.uk
>>>Web: <[8] http://www.uea.ac.uk/business>www.uea.ac.uk/business
>>>
>>>Research, Enterprise & Engagement Office, The
>>>Registry, University of East Anglia, Norwich, NR4 7TJ.
>>>
>>>University companies registered in England: UEA
>>>Enterprises Ltd (Company No. 02626389);UEA
>>>Consulting Ltd (Company No. 6477521); SYS
>>>Consulting Ltd (Company No.
>>>04045713). Registered Office: The Registry,
>>>University of East Anglia, Norwich, NR4 7TJ
>>>
>>>
>>>----------
>>>This email may contain privileged information.
>>>If you are not the intended recipient please
>>>notify the sender and delete all copies
>>>
>>>
>>
>> Dr Clare Goodess
>> Climatic Research Unit
>> School of Environmental Sciences
>> University of East Anglia
>> Norwich
>> NR4 7TJ
>> UK
>>
>> Tel: +44 -1603 592875
>> Fax: +44 -1603 507784
>> Web: [9]http://www.cru.uea.ac.uk/
>> [10]http://www.cru.uea.ac.uk/~clareg/clare.htm
>>
>>
>>
>
>
>

Dr Clare Goodess
Climatic Research Unit
School of Environmental Sciences
University of East Anglia
Norwich
NR4 7TJ
UK
Tel: +44 -1603 592875
Fax: +44 -1603 507784
Web: [11]http://www.cru.uea.ac.uk/
[12]http://www.cru.uea.ac.uk/~clareg/clare.htm
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