Grants and Funds Management Staff Directory
To identify the team member to best meet your needs or to find the contact information for a specific person, please review our staff directory.
The goal of the Grants and Funds Management team is to provide accurate and reliable financial information to Principal Investigators, university grant support personnel, and sponsors for all sponsored awards. Our team:
- monitors all post award sponsored programs expense activities
- reviews expenses for compliance with grant terms and Uniform Guidance
- prepares and submits all invoices for sponsored programs, applies payments, and performs collections as necessary
- prepares all financial reporting and provides financial status information for sponsors
- manages external sponsor audits and desk reviews
- responsible for set up of all sponsored programs in PeopleSoft
- responsible for close out of all sponsored program awards in PeopleSoft
- prepares and negotiates indirect cost rate agreement
Effective management of sponsored projects is a shared responsibility among the Principal Investigator, Grants and Funds Management Post Award Accountant (PAA), departmental grant support, and the Office of Sponsored Programs (SAM). Each party has specific responsibilities in ensuring that the work is conducted, and the funds are used in accordance with all sponsor and university requirements.
The below training resources are available:
Indirect costs, also known as facilities and administrative (F&A) costs, are general institutional expenditures that are incurred for common or joint objectives benefiting instruction, research, or public service and, therefore, cannot be readily identified with a particular sponsored project. These costs are allocated to sponsored projects in accordance with uniform guidance through the application of the university’s federally approved indirect costs rate.
IDC is calculated daily on expenses that are posted to IDC bearing accounts. Use the Grants and Funds Management Dashboard and Invoicing Categories [pdf] resource when creating a payment request to ensure the correct account code is being used.
The daily calculation posts the IDC expense to the applicable sponsored project and post IDC revenue to a unique “FA” Department for the sponsored project.
It is the responsibility of the Department to move the F&A revenue recorded in the “FA” department to a department “E” fund each month. Departments will not be allowed to expend from the new “FA” department.
Departments can use the following query to identify the F&A revenue and its associated projects:
- SC_GM_FA_OFFSET_RECON0_DT_RNGE
Queries can be viewed using the following navigation in PeopleSoft:
- Main Menu > Reporting Tools > Query > Query Viewer
Departments should use account codes 43000 when moving the funds from your “FA” Department to department “E” funds. Transfer accounts 86/81 should not be used to move these funds.
Visit the Facilities and Administrative Costs page on the SAM website for information on budgeting IDC in proposals.