Craig Carmichel Vice President of Finance. Tesha Garcia-Taylor Assistant Director

Similar documents
VUMC Finance Academic and Research Enterprise

Financial Management

UNIVERSITY RESEARCH ADMINISTRATION FINANCIAL ROLES AND RESPONSIBILITIES MATRIX - WORK IN PROGRESS 10/03/2013 Roles.

Introduction to PeopleSoft Grants Management. Shari Nguyen

Introduction to PeopleSoft Grants Management

Instructions for Completing the Annual Plan-Confirmation Statement of Verification Time & Effort Report

Understanding F&A THE RESEARCH ADMINISTRATION IMPROVEMENT NETWORK. Presented by. TRAIN at the University of South Florida

Research Administration Forum. September 22, 2015

Subrecipient Risk Assessment and Monitoring of Northeastern University Issued Subawards

OMB Uniform Guidance 2 CFR Part 200

Vanderbilt University. Direct Cost. Guidelines for Budgeting and Charging Direct Costs on Sponsored Projects

SUBMITTING A REQUEST FOR REIMBURSEMENT

A private sector entity is a private agency, professional association, private foundation, corporate foundation, corporation or other such entity.

Understanding F&A THE RESEARCH ADMINISTRATION IMPROVEMENT NETWORK. Presented by. TRAIN at the University of South Florida

Grants Financial Procedures (Post-Award) v. 2.0

Vanderbilt University

CHART OF ACCOUNTS (COA) INTRODUCTION. Beth A. Meiser

Emory University Research Administration Services (RAS) Standard Operating Procedure (SOP)

Grant and Contract Accounting

Tar Heel Certificate Program in Research Administration Level 1 Certification. Award Financial Management

Financial Oversight of Sponsored Projects

Introduction to WSU Accounting

Cost Sharing Policy. Background, Scope and Purpose. Policy. Federal Guidance on Cost Sharing

COST SHARING POLICY COST SHARING POLICY PAGE 1 OF 8

SPONSORED PROJECT CLOSE-OUT/PAYMENT COLLECTION GUIDELINE

The Uniform Guidance 2 CFR 200 A Guide to Risk-Based Grants Management

Office of Internal Audit

n e m e rch Research Administration Process l A ity lia ral t / C ffic DCG SPA Identification of Funding Opportunities Proposal Preparation

City of Fernley GRANTS MANAGEMENT POLICIES AND PROCEDURES

CHART OF ACCOUNTS (COA) MAPPING KICKOFF. Beth A. Meiser

1. Allocability, allowability and reasonableness of project charges, 2. Proper release of encumbrances, and 3. Oversight of the grant spending rate.

Cost Sharing: Management, Challenges, and Impacts Q&A Session June 3, 2013 Julie Schwindt, C&G Presenter

AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS. National Historical Publications and Records Commission

Post Award Cost Share Contribution Reporting. Research Administrators Informative Noontime Collaboration June 10, 2014

The University of Alabama

Oregon Department of Fish and Wildlife Wildlife Division 3406 Cherry Avenue NE Salem, Oregon 97303

Financial Oversight of Sponsored Projects Principal Investigator and Department Administrator Responsibilities

Accounting Services Training Manual

COLORADO STATE UNIVERSITY Financial Procedure Statements FPI 2-16

CLOSEOUT - DON T SHUT DOWN SRA 2018 NORTHEAST/WESTERN SECTION MEETING MARCH 2018

Research Administration at Emory Foundation Program DAY TWO: The Financial Administration of Sponsored Programs

University Financial Services Financial Services Administration

SUMMARY. Extramural Funds Accounting effectively conducts post award financial management:

SPONSORED PROGRAMS AWARDS, EXPENDITURES, AND ALLOWABILTY APRIL 2015 Policy

Finance and Accounting Services Procurement Request for Proposal

What happens to finalize a grant contract once we have been awarded?

UNIFORM GUIDANCE IMPLEMENTATION

Department of Medicine RSA Monthly Meeting September 17, :30 to 10:00 AM, Laurel Heights 376

Oakland Police Department. Personnel Section. Annual Report 2010

Accounting Services. Grant Overview. User Guide for Cobb County Employees 7/19/2017. (Program & Budgeting)

Sponsored Projects: Curriculum Plan Johns Hopkins University Panel Members:

Employee Last Name: Employee ID Number: Classification Details. Payroll & Grants Coordinator. Job Code: Pay Level: 10

ROLES AND RESPONSIBILITIES* FOR EXTERNAL AWARDS MADE TO DAVIDSON COLLEGE

NOVA SOUTHEASTERN UNIVERSITY

Contracts & Grants. Transmittal Memorandum Form (AG-100) and instructions (must be submitted with all contractual forms)

The Rollout of OMB A-81 and its Effect on UH

University of North Carolina Finance Improvement & Transformation Contracts and Grants Standards. January 2015 Version 8

COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) Subrecipient Workshop

MAXIMUS Higher Education Practice

Are You Ready for This? The New Uniform Grant Guidance 2 CFR 200

EARLY-CAREER RESEARCH FELLOWSHIP GRANT AGREEMENT [SAMPLE Public Institutions]

Timesheets and Allocation of Costs

University Financial Services Financial Services Administration

Welcome to the Grants Processing Course

Roles & Responsibilities UR Office of Research and Project Administration

Election Status. Ashley Elaine Anderson GRAD Sociology Psychology Joshua Caleb Arp JR Chemistry

AURA Meeting. July 23, 2014

University of Pittsburgh SPONSORED PROJECT FINANCIAL GUIDELINE Subject: SUBRECIPIENT MONITORING

THE UNIVERSITY OF ALABAMA Office for Research COST SHARING POLICIES AND PROCEDURES

Sponsored by Office of Research Administration. Marcia Smith Associate Vice Chancellor Research Administration. July 9, 2009

VU/VUMC Space Survey FY Please sign one of the sheets at the door or down front

Contract & Grant User s Group

East Carolina University Sponsored Projects Administration Roles and Responsibilities Matrix By Responsibility

Paul D. Camp Community College Grants Policies and Procedures Manual. (Final edition October 3, 2014)

Grants Management Workshop. Proposal and Award Management Support

Contract & Users Group

Financial Research Compliance. April 2013

2016 House Staff Orientation Schedule of Events. Friday, June 24 Monday, June 27 Tuesday, June 28

The CPRIT Grant Post-Award Process: A-Z

July 5. Readiness Daily Status Call. onesource.uga.edu

American Library Association Management Practices INVENTORY LIST. 1. Contribution Processing and Acknowledgment Procedures 2.

SPONSORED PROJECTS: CLOSE-OUT

Policy on Cost Allocation, Cost Recovery, and Cost Sharing

UNIVERSITY OF KANSAS Changing for Excellence. Process Inventory

Cal State Fullerton Philanthropic Foundation UA Administration and Finance. Financial Reports Portal Training October 2016 Anh Chen

The Year End Schedule for the FY 2013/14 and start-up of FY 2014/15 involves completing our year end processes.

EARLY-CAREER RESEARCH FELLOWSHIP GRANT AGREEMENT

M E M O R A N D U M PAYROLL OFFICE

Frequently Asked Questions

General Accounting Workshop. Boston University Office of the Comptroller

Workday Chart of Accounts Business Use Cases for Consistent COA Segment Usage

Performance and Financial Monitoring and Reporting

Navigating the New Uniform Grant Guidance. Jack Reagan, Audit Partner Grant Thornton LLP. Grant Thornton. All rights reserved.

Dept/ College. Dept/ College. Dept/ College

Subrecipient Monitoring Procedures

Performance Contract Video Companion Guide

REQUEST FOR PROPOSAL FOR FISCAL CONSULTANT October FOR THE PERIOD NOVEMBER 1, 2016 to DECEMBER 31, 2019

Are You Ready for This? The New Uniform Guidance 2 CFR 200

FLORIDA STATE UNIVERSITY POLICY 7A-4 COST SHARING POLICY. Responsible Executive: Gary K. Ostrander, Vice President for Research

Grant Terms. Abstract Summarizes the purpose, importance, and scope of the proposed project.

Transcription:

Karen Woodruff Sr Executive Assistant Craig Carmichel Vice President of Finance Tracie Grandy Associate Director Tesha Garcia-Taylor Paula Yarbrough Director Academic Financial Operation Department Support Budget Financial Analysis Research Cost Reporting Academic Operations Support Compliance Policies Faculty Salaries Grants & Contracts (Post-Award) Federal Grants Non-Federal Grants Contracts Gifts/Endowments Restricted Centers Unrestricted Funds Billing/Collection VA and IPA Issues VU Grants

Budgeting & Financial Analysis Tracie Grandy Associate Director Budget Development and Support Department Administration Assistance Financial Analysis VU to VUMC Invoicing Review and Processing Funds Flow Reporting and Analysis Center Creates Financial Statements Monthly Performance Data Payroll and Additional Pay Approvals Shanon Simons Jake Sawatzky Amy Ivey Jinglin Li

Grants & Contracts (Post-Award) Overview Paula Yarbrough Director Shelly Bohan Sr Accounting Manager Lynn Capps Eric Ingram Kelley Thurmon Systems Support FFATA Reporting Salary Cap Review FTE Reporting Prepare Annual Uniform Guidance Audit Audit Coordination (PWC / Internal Audit / Other External) Systems Implementations Non-Federal Grants, Contracts, Gifts & Endowments Federal Contracts VU Grants (Billing & Reporting) Federal Grants Compliance & Reporting Payment Management System -PMS Reporting (LOC Draws) Construction Grants Deposits VUMC Non-patient Billing / Collections VUMC / VU Cross funding Sub-Awards and Billing Agreements

Cost Reporting & Financial/Operational Assistance Indirect Cost Proposal Research Issues (IDC) Space Utilization Special Projects and Surveys Faculty Salaries Research Compliance Effort Reporting Compliance Department Support Research Administration Financial Systems Andy Koepke (Part-time) Doug Smith Tesha Garcia-Taylor Robert Dow Sr Accounting Manager Susan Simpson Kimberly Judkins

Federal Grants (Post-Award) Eric Ingram Emily Mcdonald Jennifer Schmaltz Sara Tomasek Vacant Accountant Center creates (federal grants) Review capital requisitions Review 1275 budgets for input to GL Coordinates internal and external post award audits Approve journal entries Review and approve epacs Daily, ACH, and lockbox deposits Processes payments of approved subcontractor invoices Prepares interim and final FSRs in coordination with departments Pre-audits certain financial transactions to ensure compliance with applicable regulations Identifies reportability of program income Monitors levels of program income Provides institutional oversight on cost transfers Approves, or recommends approval, of carry forward of unexpended funds

Federal Contracts, Non-Federal Grants, Contracts, Gifts & Endowments (Post-Award) Lynn Capps Jodie Beezley Sr Accounting Manager Annette Carter Accounting Manager Jennifer Cliff Edith Ashcraft Melanie Nichols Alex Fink Center creates (all restricted except federal grants) Review capital requisitions Review 1275 budgets for input to GL Coordinates internal and external post award audits Approve journal entries Review and approve epacs Prepare Annual Uniform Guidance Single Audit Reports (formerly A-133) Prepares interim and final non-federal financial reports in coordination with departments Pre-audits certain financial transactions to ensure compliance with applicable regulations Provides institutional oversight on cost transfers VU Grants (Endowments) Reporting

VUMC Non-Patient Billing & Collections (Unrestricted) Kelley Thurmon Chris Gallimore Lori Hanley Staci Turner Melody Pacer Rebecca Leopard Jeffrey Chu VUMC Non-Patient Billing and Collections Unrestricted (VUH, VA Housestaff, VA/IPA, MCA, etc.) Restricted (federal and nonfederal grants and contracts) VUMC/VU cross funding sub-awards and billing agreements Resolves payment problems with sponsors