Post-Award
Mission:
The Post-Award Team works closely with Principal Investigators (PI), the Office of Research, Beall Applied Innovation (BAI), Contracts & Grants Accounting, Other University Units, and Sponsors to ensure compliance and to provide outstanding support from award set-up through award close-out.
Post-Award Team:
- Jerry Martinez – Post-Award Supervisor
- Beatrice Mei – Senior Contract & Grants Analyst
- Matthew Pfarr – Senior Contract & Grant Analyst
- David Reid – Senior Contract & Grant Analyst
- Nanette McKinney – Senior Contract & Grant Analyst
- Jose Garcia-Cruz – Senior Contract & Grant Analyst
- Shanelle Rini – Senior Contract & Grant Analyst
- Grace Kuei - Senior Contract & Grant Analyst
- Jeannie Lin - Contract & Grant Analyst
Post-Award Team Responsibilities:
- For Award Set-up:
- Complete required steps to create the KFS account
- Work with SPA to complete necessary documents per type of award
- Review budget and allocation
- Create special accounts for Subawards, Multi-Campus Agreements, Cost Share, Participant Support, etc.
- For Expense Monitoring and Approval:
- Review the KFS action list and approve expenses on awards daily
- Review expenses per type of award and award requirements (UROP, Instrumentation Grants, Milestones, etc.)
- Confirm expenses meet the federal cost principles (allowable, allocable, reasonable, consistent)
- Staying up to date with federal and non-federal guidelines
- Ensure appropriate spending based on approved award budget
- For Subaward Monitoring:
- Coordinate with Contracts and Grants Accounting to ensure proper invoicing
- Work with Office of Research to release funding to subaward sites
- Obtain Principal Investigators’ approval and submit invoices to Accounts Payable for payment
- For Income Monitoring:
- Review C&G aging reports and invoices tensure payments are received in a timely manner
- Coordinate with Contracts & Grants Accounting and PIs
- Investigators tensure requirements are met for invoicing Invoice and check deposits related Sales and Services Activity
- For Payroll:
- Ensure Staff and GSR ongoing appointment funding monitoring
- Initiate payroll certification in KFS
- Work with the PIs and submit their Summer Salary requests the Departments for further processing
- Work with the PIs and submit their NSTP requests the Departments for further processing
- For Account Reconciliation:
- Confirm all financial activity is recorded completely, accurately, and in compliance
- For Cost-Share Reporting:
- Complete and submit the required cost share reports in KFS or to Contracts & Grants Accounting
- For No Cost Extensions:
- Coordinate with the PI and SPA to submit requests for No Cost Extensions
- For Award Close-out:
- Ensure all equipment has been received and is functional
- Close out encumbrances and Purchase Orders
- Submit all financial and progress reports per award requirements