Award Negotiation

• Assist principal investigator and University’s Division of Sponsored Research (DSR) with negotiation of project scope and deliverables, budget, invoicing, and reporting requirements, as needed.

Award Management

• Review award document including terms and conditions and reporting requirements.
• Prepare Grant Budget Release and Subaccount Establishment Forms to request project chartfields and allocate funds to appropriate budget categories.
• Assist principal investigator with initial and subsequent adjustments to payroll distribution.
• Assist principal investigator with budget transfers.

Subrecipient Agreements

• Assist principal investigators with development and/or modification of subrecipient agreements.

Prior Approvals

Assist with obtaining prior approvals such as:

• Change of grantee institution
• Change of principal investigator
• Budget revisions
• Addition of subrecipient(s)
• Extensions (Cost and No Cost)
• Carryover requests

Financial Management Services

• Set up and maintain new project files.
• Perform or assist with financial administration on every award.
• Prepare monthly reconciliation reports for each project.
• Assist with interim financial report and invoice reconciliation.
• Review/monitor vendor and subrecipient invoices.
• Review travel authorization and expense reports.
• Review purchase requisition requests and p-card charges.
• Assist with preparation of payment request forms and budget transfers.
• Monitor interdepartmental charges.
• Assist Principal Investigators and department staff with grant issues.
• Track program generated income and cost share.
• Perform financial compliance services on project expenditures.
• Assist with final financial report or invoice to sponsor.
• Perform project financial closeout.
• Assist with “after project end date” activities including audits.
• Reference Resources.