CFOPAS and how to use them

CFOPAS and how to use them

ACCESS CFOPs with information on what is allocated to what line item:

Line Item

Assignable Costs

Line Item

Assignable Costs

A01-PjO:  WBS 4.0 Project Office: 

Ron, Lavanya, Shannon, and Misha

 

Travel for Ron, Lavanya, Shannon, and Misha

 

  • the Project Office will have the following charges assigned to it:

    • Software licenses for managing program wide information 

      • Atlassian Confluence and JIRA

      • Slack

      • Google Workspace

 

 Charges related to managing Quarterly ACCESS meetings

A02- Executive Council - WBS 5.0: Governance

Lizanne’s charges at the beginning of the project

 

Salary for John Town’s

 

Travel for Lizanne and John 

A03- External Advisory Board - WBS 5.0: Governance

Salary for ChuckP

 

Travel for ChuckP

 

Expenses related to the EAB and EAB meeting 

A04-Comms:  WBS 1.0: Communications & Outreach:

Salary for Dina, Meghan, Meghan, and Andrew

 

Travel for Dina, Meghan, Meghan and Andrew

 

Free lance writer (Karen Green)

 

all costs associated with PEARC, SC, or other conferences we have a booth/table at.

 

Printing costs, swag, etc.

 

shipping costs for print materials, swag, etc.

 

Software: Constant Contact, Meltwater, (some others...)

 

 

A05-CB&E: WBS 2.0 Community Building & Engagement:

Jay Alameda salary and Travel

 

Printing and shipping charges 

 

should be a relatively small number of charges since this effort was discontinued by NSF (effective March 1, 2024)

A06 - ACCESS ACO Collaboration Portal

Dina has a couple charges in here - but we are not currently using this Activity Code

 

Note: if we want to use this activity code, it should have all the software items listed under A01 above moved here. John doese not think this is a requirement, but an option to consider

B01-SDSC:  WBS 3.0 Evaluation

Salary charges invoiced for Shawn Strande, Amit Majumdar, and Cindy Wong under SDSC Monthly invoicing 

 

Travel for Shawn, Amit and Cindy

 

 Other items charged need to be examined because some could need to be classified under Executive Council, EAB, RAC, etc.

B02-GA:

examine charges to see if any should be classified under a different WBS/Activity code

CFOP

1-474704-320008-191100 - 2022

Name

320 NSF OAC COOP

Line Items:

Activity Code

Account

Account Classification Name

A00 ACCESS ACO OpenCI_NSF_AJ632_Award Budget Pool

109900

FOP Expense Budget Pool

 

124000

Laboratory/Scientific Supplies

 

129000

Publication/Printing

 

132000

Domestic Travel

 

155000

Computer Services

 

156000

Subcontracts Pool

 

156001

Subaward 1

 

198132

Fac and Adm Costs-MTDC

 

211300

Administrative/Professional Salary

 

219000

Benefit Costs

Activity Code

Account

Account Classification Name

A01 ACCESS ACO OpenCI_NSF_AJ632_Project Office (PjO)

109900

FOP Expense Budget Pool

 

124000

Laboratory/Scientific Supplies

 

129000

Publication/Printing

 

130510

Mileage - Employee Reimbursement

 

132000

Domestic Travel

 

132110

In State Travel-Meals/Per Diem

 

132120

In State Travel-Lodging

 

132210

Out State Travel-Meals/Per Diem

 

132240

Out State Travel-Tolls/Parking

 

132250

Out State Travel-Air Travel

 

132295

Out-of-State Travel-Taxi-Empl Reimb

 

132400

Out State Travel-Payment to Vendor

 

141600

Conference Registration Fees

 

141610

Conference Coordination Fee

 

141650

Conference Reg Fee Vendor Payment

 

142520

Catering Services - Vendor Payment

 

153800

Computer Software

 

153802

Business and Office Software

 

153900

Professional/Artistic Services

 

154105

Professional Web Services

 

155000

Computer Services

 

155200

Instruct/Research Computer Services

 

198130

Fac and Adm Costs-MTDC

 

198132

Fac and Adm Costs-MTDC

 

211300

Administrative/Professional Salary

 

219000

Benefit Costs

 

219120

SURS Retirement Benefit

 

219130

SURS SMP Retirement Benefit

 

219210

Medicare Matching

 

219220

Employer Paid Health/Life Insurance

 

219240

Workers Compensation

 

219260

Termination Sick Leave Other

 

 

Activity Code Sub-Total

Activity Code

Account

Account Classification Name

A02- Executive Council - WBS 5.0: Governance

 

 

A03- External Advisory Board - WBS 5.0: Governance

 

 

A04 ACCESS ACO OpenCI_NSF_AJ632_Communications & Outreach (C&O)

109900

FOP Expense Budget Pool

 

121100

Office Supplies

 

121400

Educational/Instructional Supplies

 

124000

Laboratory/Scientific Supplies

 

124300

Food Supplies

 

124309

Food Service Smallwares

 

124900

Supplies - Other

 

124901

Token Appreciation Gifts

 

124909

Promotional supplies – University Logo

 

126090

NC IT Equipment 100-999

 

129000

Publication/Printing

 

129300

Printing - Off Campus

 

129309

Name Tags - Off Camp

 

130510

Mileage - Employee Reimbursement

 

132000

Domestic Travel

 

132110

In State Travel-Meals/Per Diem

 

132120

In State Travel-Lodging

 

132140

In State Travel-Tolls/Parking

 

132200

Out State Travel-Employee Reimburse

 

132210

Out State Travel-Meals/Per Diem

 

132220

Out State Travel-Lodging

 

132240

Out State Travel-Tolls/Parking

 

132280

Out State Travel-Bus

 

132290

Out State Travel-Train

 

132295

Out-of-State Travel-Taxi-Empl Reimb

 

132300

In State Travel-Payment to Vendor

 

132400

Out State Travel-Payment to Vendor

 

134100

Rental Motor Vehicle-In State

 

134300

Rental Motor Vehicle-Out of State

 

140000

Services

 

141400

Advertising

 

141405

Promotion Marketing

 

141600

Conference Registration Fees

 

141610

Conference Coordination Fee

 

141650

Conference Reg Fee Vendor Payment

 

142500

Meals/Receptions

 

142520

Catering Services - Vendor Payment