How To Establish Projects through the RM-CESU
Guidelines for agency managers or researchers
- Verify that your project is appropriate for the RM-CESU agreement. The Executive Committee Member for your agency can give final approval (see agency contacts)
- Contact your agency's procurement or contracting officer for necessary paperwork, specifying that you will be using the RM-CESU agreement:
National Park Service
Administrative Steps for Initiating an IMR RM-CESU Task Agreements
New TAs and Money-added Mods
- New Task Agreements (TAs)- June 14, 2019
- All Modifications (Mods)- July 12, 2019
- TAs/Money-added Mods submitted after these deadlines must complete a Late Purchase Request (PR) Waiver and receive approval prior to submission (Step 7)
- Contact your CESU Research Coordinator (RC)
- Determined by the CESU to which the nonfederal Partner belongs to or defaults to the ecoregion that your unit is located within
- RC will determine if project is appropriate for the CESU, help identify suitable Partners/Principal Investigators (PIs) as needed, and advise if the following process for IMR pertains to your project
- Identify an Agreements Technical Representative (ATR) and confirm current certification
- Obtain current required forms from RC or WASO Financial Assistance Document Portal
- Prepare draft documents
- Draft TA/Mod Template and itemized Budget in coordination with PI
- ATR completes, signs, and dates Justification form (Single-Source pages not required for most TAs)
- Submit package to RC for review
- If time sensitive this step can occur after step 6
- Address all edits/comments provided by RC
- RC will email approval for submission with final documents attached
- Submit draft for DOI review process ASAP
- Request SF-424, SF-424A, and SF-424B from Partner using approved TA/Mod and Budget
- Submit PR package
- Can submit prior to DOI approval
- PR form should include: Issuing Office ‘PIM-IMR’, Header starts with ‘CP/DS/or RM CESU’, Item Category ‘By Dollars’, and UPC ‘411C0000’
- Submit package to IMR Requisitions (incl. PR, TA/Mod Template, Budget, Justification for TAs, RC approval email, and SF-424s)
- Once DOI approval obtained FA processes the package and emails the ATR/Partner with executed TA/Mod only after which can the project start on the specified date
- Complete and submit Mod Template
- Simple modifications include no cost extensions, changes to ATR/PI, etc.
- RC does not need to review/approve simple Mods
- ATR should email the Mod form directly to email@example.com and cc your RC
Implementation and Closeout
- Contact your RC ASAP with any questions or issues
- Obtain final report/deliverables
- Email reports/deliverables (unless contain sensitive information) to firstname.lastname@example.org at the NPS Technical Information Center and cc your RC
Bureau of Land Management Contact
Brittney Linford, Procurement Analyst, BLM-Montana State Office, 406-896-5188 or email@example.com
Eleni Sarris, Grants Management Specialist, BLM-Colorado State Office, 303-239- 3908 or firstname.lastname@example.org
Chris Shaver, Lead Grants Management Officer, BLM-Idaho State Office, 208-373-3915 or Christine_Shaver@blm.gov
Robert Tichac, Contract Specialist, BLM-Wyoming State Office, Robert_Tichac@blm.gov
US Geological Survey Contact
Faith D. Graves, 703-648-7356 or email@example.com
- The institutional partner (university) submits a proposal along with an SF-424 and an SF-424A to the USGS cost center for funding. Typically proposals are developed through close consultation between a USGS scientist and a member of the university faculty. The USGS principal investigator submits a requisition request to the cost center.
- If approved, the cost center forwards the proposal with an official DI-1 to HQ Office of Acquisition and Grants. The proposal is then funded through a Research Cooperative Project Award from USGS to the university under authority of a Master CESU Agreement. Research Cooperative Project Awards should be processed through the administrative officer of the originating USGS cost center in accordance with delegated procurement authority.
USFS- Rocky Mountain Research Station Contact:
Bureau of Reclamation Contact:
Natural Resources Conservation Service Contact:
CESU Procedures -- Noller Herbert, Acting NRCS National CESU Coordinator at 202-720-2520 or Noller.Herbert@wdc.usda.gov
Cooperative Agreement procedures -- Christopher Watkins, Grants and Agreement Specialist at 817-509-3509 or firstname.lastname@example.org
US Army Core of Engineers-Civil Works Contact:
Department of Defense Contact:
US Fish and Wildlife Service
Establish Projects through the RM-CESU - Guidelines for faculty:
- Verify that your project is appropriate for the RM-CESU agreement. The Executive Committee Member at your institution can give final approval (see University contacts)
- Complete necessary agency paperwork (see agency contacts above)
- Contact your institution's grants/research personnel for necessary internal paperwork, specifying that you will be using the RM-CESU agreement.
- For additional questions, contact your university representative or the RM-CESU Coordinator.
Identify Appropriate Faculty to Collaborate on a CESU Project:
If you do not know who you would like to work with as experts for your research, education, or technical assistance project, there are several routes for identifying appropriate partners:
- Contact the RM-CESU Executive Coordinator at the University of Montana: Lisa Gerloff, 406-243-6936; email@example.com
- Search the Expertise Directory.
- Contact the RM-CESU representative at the institution you are interested in working with.
- If you are working on an NPS project, contact Brendan Moynahan, NPS Research Coordinator, firstname.lastname@example.org, 406-243-4449
Partnership in the RM-CESU
Becoming a partner in the Rocky Mountains CESU requires several steps in a process that may take several months to over a year to complete:
- Establish initial contact with the RM-CESU Executive Coordinator at the University of Montana: Lisa Gerloff, 406-243-6936; email@example.com to begin dialog regarding enrollment as a new partner
- Submit a formal letter of interest and application to the RM-CESU Executive Coordinator, Lisa Gerloff, firstname.lastname@example.org
- If a majority of the Executive Committee agrees that the nomination appears to have merit, an invitation will be extended to the the proposed new member to attend the fall Executive Committee meeting. This meeting is required. It provides an opportunity for the proposed new member to make a presentation to the committee addressing the components of the application and to answer questions about its interest in the CESU and what it can bring to the CESU to strengthen it.
- The Executive Committee then considers the proposal and determines whether or not to accept the potential partner as a partner. Acceptance is by super majority (2/3rds or greater).
- An amendment to the RM-CESU MOU is prepared and the Executive Committee members (one per partner) sign the amendment acknowledging their acceptance of the new partner.
- The signed amendment is forwarded to the National CESU Council for ratification.
- Upon ratification by the RM-CESU Council the new partner takes a seat on the Executive Committee and all partners receive a copy of the amendment.