Business functions related to research--Who to contact going forward
by COEHD Faculty Research
Dear Faculty,
I did not want this list to get lost in the email I just sent announcing the two RSCs assignment to specific departments, and given notice of new Post Award office.
Pasted below, and attached as an excel file, is a list of who you can contact for assistance with specific business/fiscal and proposal/reporting functions related to research activities.
Many of the business functions listed below are those performed by staff in the RSC, though, so you may find this list answers (or raises) questions related to the RSC and what they do, and which you may want to be aware of if you are attending the open house meeting of the RSCs tomorrow.
Michael
As of 9/8/20
Business Function
Task
Your Point of Contact
Proposal Development
Develop Proposal
Obtain letters of support of collaborators
Your Research Service Center (RSC)
Verify co-PI shared credit % and routing departments to facilitate F&A distribution
Your Research Service Center (RSC)
Develop appropriate budget and budget justification to accomplish the scope of work
Your Research Service Center (RSC)
Verify cost sharing requirements and obtain documentation for cost share support.
Your Research Service Center (RSC)
Identify and evaluate issues related to program income
Stacy Williams, Research Post-Award
Request and obtain budget, scope of work and relevant documents from subcontractors and consultants
Your Research Service Center (RSC)
Prepare technical narrative, biosketches, current and pending support, and similar required technical and non-technical documents
Your Research Service Center (RSC)
Compliance
Identify related intellectual property disclosures
Jessica Fernandez, Contracts and Industry Agreement
Disclose conflicts of interest and commitment
Patsy Arevalo, Research Integrity
Disclose human subjects research (IRB)
Tammy Lopez, Research Integrity
Disclose animal research (IACUC)
Yolanda Acosta, Research Integrity
Disclose use of radioactive materials or lasers in research (RLSC)
Diana Olukotun, Research Integrity
Disclose biological toxins and select agent use (IBC)
Amanda Haley, Research Integrity
Disclose hazardous materials use (CSC)
Amanda Haley, Research Integrity
Disclose export controls involvement
Robert Mitchell, Research Integrity
Prepare Proposal Routing Form
Your Research Service Center (RSC)
Proposal Review and Submission
Review Proposal
Confirm proposal meets sponsor requirements (text, margins, font, page limits, etc.)
Your Research Service Center (RSC)
Approve request for additional space or alterations to existing space
Your Research Service Center (RSC)
Review the application for scientific accuracy
Your Research Service Center (RSC)
Make revisions and corrections to administrative components of the proposal after institution review, but prior to submission
Your Research Service Center (RSC)
Award Review, Negotiation and Acceptance
Award Review
Negotiation and acceptance of the Award
Your Research Service Center (RSC)
Identify significant changes from proposal to award and document substantial changes.
Your Research Service Center (RSC)
Negotiation of Nonfinancial Agreements
Initiate agreement request
Your Research Service Center (RSC)
Financial Management of Award
Award Set-Up
Determine if PreAward PID set up is required and notify GCFS
Your Research Service Center (RSC)
Confirm that protocols and approvals for regulatory compliance requirements are current, approved, or under review at the time of initial project set-up
Your Research Service Center (RSC)
Initiate and complete new award/project setups/modifications in PeopleSoft to include cost share cost centers
Daniel Anzak, Grant and Contracts Financial Services
Initiate cost share transfer(s) from units as documented on cost share statement
Daniel Anzak, Grant and Contracts Financial Services
Cost Share
Monitor, track, obtain PI certification on cost share commitments
Stacy Williams, Research Post-Award
Effort Reporting
Allocate effort of PIs and other personnel to project (eForms)
Stacy Williams, Research Post-Award
Monitor effort commitments for sponsored projects
Stacy Williams, Research Post-Award
Assist PI's in certifying effort and process corrections
Stacy Williams, Research Post-Award
Substantiate effort changes over 90 days
Stacy Williams, Research Post-Award
Initiate corrections to Payroll Confirmation Report
Stacy Williams, Research Post-Award
Certify effort on project
Stacy Williams, Research Post-Award
Financial Management
Initiate rebudgeting requests
Stacy Williams, Research Post-Award
Review and Approve Expenditures in accordance with Uniform Guidance and sponsor requirements (allocability, allowability, reasonableness and consistency)
Stacy Williams, Research Post-Award
Monitors Project burn rate to ensure effective use of project funds
Stacy Williams, Research Post-Award
Request cost transfer
Stacy Williams, Research Post-Award
Review and reconcile projects on a monthly basis
Stacy Williams, Research Post-Award
Initiate financial transactions (eForms, requisitions, travel, expense reports)
Stacy Williams, Research Post-Award
Maintain backup documentation for all project expenditures
Daniel Anzak, Grant and Contracts Financial Services
Approve and post budget transfers
Daniel Anzak, Grant and Contracts Financial Services
Review and approve IDTs
Daniel Anzak, Grant and Contracts Financial Services
Process sponsor refunds
Daniel Anzak, Grant and Contracts Financial Services
Financial Reporting
Prepare Financial Status Report (FSR) for submission to sponsor
Daniel Anzak, Grant and Contracts Financial Services
Invoicing and Accounts Receivable
Provide documentation required for sponsor invoices
Stacy Williams, Research Post-Award
Accounts receivable management and collections
Daniel Anzak, Grant and Contracts Financial Services
Program Income
Identify program income
Stacy Williams, Research Post-Award
Notify GCFS of any program income (i.e., ticket sales, admission to activities, revenue from sales and services of goods developed in conjunction with a sponsored project)
Stacy Williams, Research Post-Award
Deposit and Monitor program income
Stacy Williams, Research Post-Award
Prepare and send the report of program income to the sponsor
Stacy Williams, Research Post-Award
Subawards
Manage subaward performance
Stacy Williams, Research Post-Award
Review and approve subaward invoices for payment
Stacy Williams, Research Post-Award
Track and process subrecipient deliverables
Stacy Williams, Research Post-Award
NonFinancial Management of Awards
Scientific/Program Management
Conduct and oversee the execution of project aims or statement of work.
Post-Award
Initiate request for programmatic changes to the project.
Post-Award
Review and process/execute programmatic changes to the project, when required.
Post-Award
Complete interim technical / progress reports.
Post-Award
Post Award Changes and Approvals
Notify Post Award of changes to key personnel (reduction in time and/or absence from the project of key staff or PI) or change in project scope
Stacy Williams, Research Post-Award
Initiate request for no-cost extension
Post-Award
Inventions
Promptly submit invention disclosure to Officer of Commercialization and Innovation.
Post-Award
Award Close Out
Communicate with Stakeholders
Confirm with PI and/or department staff all transactions have posted to the project, including payment of final subaward invoice
Stacy Williams, Research Post-Award
Clear or cancel outstanding encumbrances/commitments or recurring charges
Stacy Williams, Research Post-Award
Update personnel appointments using eForms
Stacy Williams, Research Post-Award
Deliverables and Required Closeout Reports
Complete final technical/progress reports and submit to sponsor
Stacy Williams, Research Post-Award
Post End Date Follow-Up
Close out project/award in PeopleSoft
Daniel Anzak, Grant and Contracts Financial Services
Michael J. Karcher, Ed.D., Ph.D.
Associate Dean for Research
Professor of Educational Psychology
College of Education and Human Development (COEHD)—UTSA
501 Cesar Chavez Blvd., Suite DB 4.337 (DT); MB 3.476 (Main Campus)
(210) 458-2032; 458-2650 (department)
michael.karcher(a)utsa.edu
Emily P. Bonner, Ph.D.
Assistant Dean for Research
Associate Professor, C&I
Co-Director, San Antonio Mathematics Collaborative
Chair, UTSA Faculty Senate
College of Education and Human Development (COEHD)—UTSA
(210) 458-5402
emily.bonner(a)utsa.edu
Raitza Garcia
Assistant Director of Development
College of Education and Human Development
The University of Texas at San Antonio
Mail: One UTSA Circle, San Antonio, TX 78249
Office: MB 3.488
Office: 210-458-6505 (Mobile: 210-831-4609)
Iwan Notowidigdo
Senior Grant Development Coord.
(Mobile: 347-231-5931)
iwan.notowidigdo(a)gmail.com<mailto:iwan.notowidigdo@gmail.com>
iwan.notowidigdo(a)utsa.edu
