Project Status Update as of 02/14/2006
Project Communication
 Tasks Performed/Status
 2/8 – Provided weekly project update to SFSU project contacts (Jim Wooters and Borre
Ulrichsen)
 2/8 – Met with the following faculty – Scott Gronert
 2/8 – Met with Jonathan Rood, Ken Paap, Borre Ulrichsen, Jim Wooters to discuss
preparation for Project # 4 (technology implementation)
 2/9 – Discussed review of procedure documents with Jim Wooters and Agnes WongNickerson
 Next Steps
 2/16 – Meet with JoAnna DeVito Larson (Health Edu. Dept./Community Health Works
(1-2 ADM 354)
 Steering Committee meetings 1:30 – 3:00 on the following Wednesday’s: 2/15
(Chartwells), 3/1 (ADM 117), 3/15 (NEC), 3/29 (NEC), 4/12 (NEC), 4/26 (NEC)
Procedures (Internal and External)
Procedure Status Summary
Finalized
0
Incorporating
Feedback from
SFSU Final Review 0
Sent to SFSU for
Final Review
3
Incorporating
Feedback from
SFSU
Sent to SFSU for
Review
7
In Process
16
Not Started
6
3
Direct & Indirect Charging External Procedure (2/3); Identification of
Funding Sources External Procedure (2/3); Identification of Funding
sources Internal Procedure (2/3)
Financial Reporting Internal Procedure (2/6); Cost Transfer External
Procedure (1/30); Subrecipient Invoice Review Internal Procedure (2/6);
Subrecipient A-133 Monitoring Internal Procedure (2/6), Cash
Management Internal Procedure (2/6); Invoicing Internal Procedure
(2/6); Proposal Development, Processing, and Submission Internal
Procedure (12/21)
Closeout Internal Procedure (1/3), Cost Sharing Internal Procedure
(2/14); Cost Sharing External Procedure (2/14)
Cost Transfer Internal Procedure; Award Set-up; Letter of Credit;
Hiring; Labor Cost Distribution; Residual Funds Internal Procedure;
Accounts Receivable Internal Procedure; Residual Funds External
Procedure; Management Reporting Procedure; Internal Controls
Procedure; Meals & Entertainment Procedure; Travel Procedure;
Subcontract Execution & Approval Internal Procedure; Award
Acceptance & Negotiation Internal Procedure; P-Card External
Procedure; Records Retention Procedure
Stipends & Tuition Reimbursement Procedure, Budget Revisions
Internal Procedure, Conflict of Interest Procedure, IRB External
Procedure, IACUC External Procedure, Intellectual Property Procedure
Page 1
Project Status Update as of 02/14/2006
 Tasks Performed/Status
 Developing draft recommendations document categorized by specific business
process.
 Incorporated feedback from Jim Wooters on Cash Management and Invoicing
Procedures.
 Met with Yim Choy, Bonnie Li, and Tiffany Cheng to discuss, Award Set-up, Award
Closeout, & LCD Cost Transfers.
 Meeting with Bon Bitonio to discuss Award Set-up, & Award Closeout (2/15)
 Sent meeting request to Linda Blackwood to discuss Human Subjects and Animal
Facilities (scheduling meeting).
 Meeting with Tish Santos to discuss subcontracts (2/15).
 Met with Jim Wooters to discuss Travel, Meals & Entertainment, Internal Controls, and
Management Reporting (2/9).
 Continued to develop procedural documents.
 Next Steps
 Continue discussions with Victoria Narkewicz to discuss Personnel Issues.
 Scheduling follow-up meeting with Bonnie Li and Tiffany Cheng to discuss LCD and
Closeout processing. (Request sent)
 Schedule meeting with Franz Lozano to discuss Internal Controls, Stipends,
Equipment, & Records Procedures. (Sending Meeting Invite)
 Continue developing recommendations surrounding procedure implementation and
technology opportunities.
Organizational Assessment*
 Next Steps
 Meetings will be scheduled for 2/15 and 2/16
*
The Organizational Assessment will review the research administration functions
performed by central offices and the optimal structure to support sponsored research
growth.
Page 2