Document qmLvVwYKvBv0Vy8qw9mkM1kwq
1
2 RESEARCH
UCHSG
SHS Contract Tracking
1"\ ............ 1"' ........ 4- .... ,.4- .. A
Contract/Grant Name (current contract #)
0100004788
for a total of $13,665,017
3 Irons - Field Expenses
4 Applied Health Sciences
5 Fudan University
2002-100092 2002-100093
2002-100097
amendment 1
6
7 Public Affairs
Communications -APCO
2002-100098
8
9 Legal
Steptoe & Johnson
(Mark Fitzsimmons)
10
11 Scientific Review Panel
12 Jerry M. Rice
2003100450
13 Harvey Checkoway
2002-100062
14 Richard Albertini
2002-100057
15 University of Aberdeen, Scotland (John Cherrie)
16 Robert Herrick
2002-100065
17 Richard Larson
2002-100066
18 Guilan Li
2002-100064
19 Ontario Cancer Institute
(Mark Minden)
20 Helmut Greim
2003100541
21 Howard Rockette
2002-100068
22 Ethics Review Panel
Baruch Brody
00-0000-4248
2002-100140
2002-100063 2002-100070
(API dues funds from seed money)
23 Juhana Idanpaan-Heikkila
2003100451
24 25 Zongliang Xu
26 Consultant- Technical
Jim Vail
2003100483 2002-100313
27 Committed as of September 30, 2003 Paid as of September 30, 2003 28
B
Start - Expiration Dates
Grant October 2, 2001 - December 31, 2006
January 1 - December 31, 2002 Amend Annually
January 1 - December 31, 2003 Amend annually
January 1 - December 31, 2002 Amend Annually
March 1, 2002 - February 28,
2003
Amend Annually
Retainer agreement Amend as needed
February 1, 2003 - January 31, 2004 Amend Annually
October 1, 2000 Terminates upon written notice
1/24/2003
Terminates
upon written notice
Pending
October 1, 2002 Terminates upon written notice, amend as needed
SH ELL-MCCLU RG-065689
SHS Contract Tracking
C
Payment Terms
1
2
*5 Year scheduled fund dispersal
30% - Year 1 (paid in 2 installments) 25% - Year 2 (2002) 15% - Year 3 (2003) 15% - Year 4 (2004) 15% - Year 5 (2005) Biannual Financial Reports from UCHSC and Progress Reports from Dr. Irons 3 Quarterly prepayments Biannual progress and financial reports 4 (June 30 & December 31) Monthly Invoices Biannual progress and financial reports 5 (June 30 & December 31) Invoice for services provided Biannual progress and financial reports (June 30 & December 31) 6
7
Monthly Invoices
Retainer =
$20,0001 Month
Tasks = $180,000
Expenses = $40,000
8
9 Invoice for services provided
10
11
- Invoice for services 13
M """"i5
16 17
""""i8 """"i9
20
2t
provided
22 Invoice for services
provided
D
Total Previous Years' Payout
$ 1,200,000.00
$ 142,110.00 $ 90,974.00 $ 7,719.00
$ 25,000.00
-
1"\ ............ 1"' ........ 4- .....4-"
1:
F
Contract I Grant Paid to Date
Amount
$
to Date
G
Contract I Grant Balance
$7,515,759
$7,515,759
$0
H
$393,104 $432,511
$42,000
$393,104 $290,055
$29,046
$0 $142,456
$12,954
$460,500
$237,782
$222,718
$20,000
$20,000 $9,200 $8,000
$10,400 $9,200 $9,200
$10,400 $9,200
$20,000 $9,200
$34,650
$14,804
$9,692 $2,422
$0 $0 $0 $2,636 $1,300 $0 $0 $0
$0
$5,196
SRP Total
$10,308 $6,778 $8,000
$10,400 $9,200 $6,564 $9,100 $9,200
$20,000 $9,200 ERP Total
$34,650
E
$20,000
$4,344
$15,656
~
25 26
Invoice for services
provided
Com n i~~ as of September 30, 2003 Paid as of Sept~mber 30, 2003 28
$14,000 $25,000
$2,964 $21,971
$11,036 $3,029
I
Projected
5
Year Total Cost
JK
$15,258,000
$1,024,394 $2,283,095
$419,589
$1,000,000
$500,000 $648,000
$216,000 $25,000
SH ELL-MCCLU RG-065690
SHS Contract Tracking
1"\ ............ 1"' ........ 4- .... ,.4- ..
29 TOTAL
A
30 * Tentative payment year is October 1 - September 30
31 *** Contracts only. Does not include API administrative costs or anticipated contracts (eg. QA/QC; pathology/ cytology peer review)
32
B
Committed as of September 30, 2003 Paid as of September 30, 2003
SHELL-MCCLURG-065691
SHS Contract Tracking
C
29
1"\ ............ 1"' ........ 4- .....4- ..
D
1:
F
GH
I JK
$9,072,324
$8,525,879
$546,445
$21,374,078 ***
30
31 32 $ 657,635.00
Committed as of September 30, 2003 Paid as of September 30, 2003
SH ELL-MCCLU RG-065692
SHS Contract Matrix
Closed Contracts
A
Contract/Grant Name (current contract #)
1
2 RESEARCH
3 Irons - Field Expenses 4 Irons - Field Expenses 5 Applied Health Sciences 6 Applied Health Sciences 7 Applied Health Sciences 8 Applied Health Sciences
Fudan University - Case/Control Study 9
0100004692 0100004713 0100004695 0100004484 0100004787 2002-100093
0100004784
10 Public Affairs
Communications -APCO 11
2002-100010
12 Scientific Review Panel
13 Jerry M. Rice
0100004694
14 Jerry M. Rice
2002100069
15 Richard Albertini
0100004693
16 University of Aberdeen, Scotland (John Cherrie)
17 Robert Herrick
0100004770
18 Richard Larson
0100004675
19 Guilan Li
0100004742
20 Zong-Liang, Xu
0100004643
21 Nancy Mueller
2002-100067
0100004769
22 Ethics Review Panel
23 24
25 Consultants
26 Zhang, Yu
2003-100774
27 TOTAL
B
Date Contract Terminated
C
Total Previous Years' Payout
31-Dec-01 31-Dec-01 31-Dec-01 31-Dec-01 31-Dec-01 31-Dec-02 31-Dec-01
$ 142,110.00 $ 90,974.00 $ 7,719.00
Upon Completion of Task 01-June-02
31-Dec-01 31-Dec-02 31-Dec-01 31-Dec-01 31-Dec-01 31-Dec-01 31-Dec-01 31-Dec-01 31-Aug-03
$
25,000.00
28-Aug-03
28
29 * Unspent balance is applied to the Consoritum's "uncommitted" fund. 30 ** Closed/Expired Contracts only. Does not include API administrative costs or other non contract expenses
31 $ 32 $
2,183,378.00 657,635.00
D
Committed Contract Amount
E
Payments
$
$4,000 $142,610
$7,000 $35,840 $84,025 $435,514 $10,435
$3,153 $142,610
$7,000 $37,877 $84,025 $435,356 $10,435
$25,000
$25,000
$5,000 $4,800 $3,000 $5,000 $3,000 $3,000 $8,500 $2,500 $10,400
$0 $0 $2,000 $0 $2,000 $2,127 $8,496 $2,500 $0
$4,740
$794,364
$4,740
$767,319
Status as of September 30, 2003
SH ELL-MCCLU RG-065693
SHS Contract Matrix
Closed Contracts
F
1 2 3 4 5 6 7 8
9 10
11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
27 **
G IH
Balance
$847 $0 $0
-$2,037 $0
$158 $0
$0
$5,000 $4,800 $1,000 $5,000 $1,000
$873 $4 $0
$10,400
$0
$27,045 *
28
29
30 31 32
Status as of September 30, 2003
SH ELL-MCCLU RG-065694
NON Contract Payments September 30, 2003
A B C DE F
f
G
2 DATE
NAME
AMOUNT
3
4 6-Jun-02
Rich Irons
$619
Dow meeting
5
6
Guilan Li & Yang Su
$2,000
Honoraium
7
8 17-0ct-01
Howard Rockette
$750
SRP
9
10 5-0ct-01
Mark Minden
$1,000
SRP
11
12 10-Jan-02
Nancy Mueller
$1,250
SRP
13
14 10-0ct-01
Harvey Checkoway
$1,000
SRP
15
16 2001
Language Innovations
$740
SRP
17
18 12-Jan-02
EMBSI
$20,239
19
20 13-Jun-02
U. Aberdeen (Cherrie)
$40 ERP
21
22
COMIRB
$3,600
23
24 2001
SRP meeting /misc
$5,757
25
26 subtotal
$36,995
27
28 2000 - 2002
Meeting & misc
$6,869
J29 2000 - 2002
API
$258,263
administration/overhead
30 2003
API $208,193 L through September 30, 2003
31 2003
Meeting & misc
$5,738
32 subtotal
$479,063
33
34 TOTAL
$516,058
SH ELL-MCCLU RG-065695
From: Bruce Jamot [jamotb@api.org] Sent: Tuesday, October 21,2003 11:11 AM To: benzconsort-oc@listserve.api.org Cc: benzconsort-tc@listserve.api.org Subject: BHRC-OC... Shanghai contracts for review
Benzene Health Research Consortium - Oversight Committee (BHRC-OC) For those attending the Oct 28 Contract Review, attached are pdf copies of several contracts (with any modifications) for your preview:
AHS - Contract, Addendum & Extension Albertini - Contract & Extension (a sample SRP/ERP contract) APCO - Contract & Addendum (2 files) Irons T&E - Contract & Extension UCHSC - Grant & Addendum The Communication committee plans to review the APCO contract during their Thursday conference call, and the completed APCO contract review form will be circulated once it's available. Best Regards - Bruce. ***** Bruce M. Jarnot, PhD., DABT American Petroleum Institute Regulatory and Scientific Affairs 1220 L Street, NW (Suite 900) Washington, DC 20005-4070 phone: (202) 682-8473 fax: -8031 email: jarnotb@api.org
SH ELL-MCCLU RG-065696