8.7 Companion Project Set-Up
In cases where projects involve the collaboration of two or more investigators, all contributing significant effort, those investigators should choose to establish companion projects.
Significant effort includes when an individual:
- Has responsibility for the conduct of a key component of the project objectives; and/or
- Has committed more than 10% of his/her effort to the project; and/or
- Is supervising students or staff in the performance of project objectives; and/or
- Will be receiving 15% or more of the total project funding.
With companion projects, an investigator is designated as a Project Executive (PE) and assigned a sub-account for his/her portion of the research. A companion project allocates funds, including indirect costs, to the designated administrative department/unit. There is still only one Principal Investigator (PI) who remains responsible for overseeing the award.
Companion projects can be established pre- or post-award and require some detailed information not correctly collected through eProposal.
- If requested at the pre-award stage, the Companion Projects Request Form will need to accomany the Preliminary Project Set Up and Extension Form.
- If requested at time of award, the Companion Projects Request Form will need to be submitted to OSP along with detailed budgets for each of the corresponding companion projects.
- If requested post-award, the Companion Projects Request Form along with the Companion Project Re-Budget Worksheet will need to be submitted to OSP.
Once a companion project is set-up, you may encounter problems viewing the financial information in Management Reports. Even though the PI should always be able to view the award information, it's not uncommon to not be able to view sub-accounts when the administrative department changes. To prevent limitations, please use General Accounting's Security Authorization form to allow viewing access for all responsible parties, including the departmental accountants and administrators who monitor the project.