Project Status Update as of 03/28/2006
Project Communication
 Tasks Performed/Status
 3/22 – Provided weekly project update to SFSU project contacts (Ken Paap, Jim
Wooters, Borre Ulrichsen)
 Next Steps
 3/29 – Provide project update to John Gemello, Leroy Morishita, and Patty Bartscher
(11:00 – 11:30, ADM 455C)
 Steering Committee meetings 1:30 – 3:00 on the following Wednesday’s: 3/29 (NEC),
4/12 (NEC), 4/26 (NEC)
Procedures (Internal and External)
Procedure Status Summary
Procedure Areas Included in Engagement Letter
Finalized
0
Incorporating
Feedback from
SFSU Final Review 5
Sent to SFSU for
Final Review
6
Incorporating
Feedback from
SFSU
4
Sent to SFSU for
Review
3
In Process
9
Not Started
0
Additional Areas
0
Financial Reporting Internal Procedure (3/1), Travel
(2/3), Meals & Entertainment (2/3), Proposal
Development and Submission (3/2), Cost Sharing
Procedure (3/23),
Identification of Funding Sources (2/3), Closeout
Procedure (3/1), Accounts Receivable Procedure
(3/6), Subrecipient Monitoring Procedure (3/14),
Cash Management Procedure (3/10), IRB and
IACUC Procedure (3/28)
Personnel -Salary and Hourly Hiring with Posting**
(2/28), Award Set-up (3/15), Subcontract Execution
& Approval Procedure (3/15), Letter of Credit (3/14),
Intellectual Property Procedure (3/27),
Residual Funds Procedure (3/10), Cost Transfer
Procedure (3/27), Conflict of Interest Procedure
(3/28), Payroll for Students and Hourly **(3/28)
Personnel -Labor Cost Distribution/RRT**, Hiring
Students**, Reappointment of Hourly and Salary**,
Management Reporting Procedure, Internal Controls
Procedure, Award Acceptance & Negotiation
Procedure, P-Card Procedure, Records Retention
Procedure, Effort Reporting, Stipends & Tuition
Reimbursement Procedure, Budget Revisions
Procedure
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Direct & Indirect
1 Charging Procedure (2/3)
0
Invoicing Procedure
(2/8), Journal Entry
2 Procedure (3/20)
0
7 Equipment Management,
Interest Income, Prior
Approval, PI Transfer,
Service Centers, Gift vs
Sponsored Research,
Project Status Update as of 03/28/2006
Advance Account
TOTAL
10
27
** Note: HR Procedure contains five sub procedures. We are including it as in-progress until
the final HR sub-procedure has been reviewed. (e.g. Hiring of salary and hourly is not counted
in the incorporating feedback category.)
 Tasks Performed/Status
 Developing draft recommendations document categorized by specific business
process.
 Met with Yim, Choy, Bonnie Li and Tiffany Cheng to discuss LCD and JED (3/23)
 Met with Marcia Allsop to discuss tuition reimbursement. (3/22)
 Met with Netty Lewis, James Czaja, and Amy Anarica to discuss recruitment, hiring
and posting. (3/23)
 Met with Donna Ryan and James Czaja to discuss COI (3/23)
 Met with Raymond Vogelzang to discuss tuition payments (3/22)
 Follow up meeting with Jenny Chau to discuss student payroll (3/23)
 Continued to develop procedural documents.
 Next Steps

Continue developing recommendations surrounding procedure implementation and
technology opportunities.
Organizational Assessment
 Tasks Performed/Status
 Met with the following individuals at SFSU (as determined by the project steering
committee): Enrique Riveros (2/15), Marilyn Verhey (2/15), Larry Ware (2/15), Miriam
Perlson-Cohn (2/15), Phoebe Kwan (2/15), Ken Paap (2/16), Jim Wooters (2/16),
Denise Fox-Needleman (2/16), Edwin Waite (2/16), Michelle Gagnon (2/16), Jackie
White (3/13), Susan Pelton (3/8), Agnes Wong-Nickerson (3/8), Burkland Wong (3/13),
Steve Smith (3/9), Wayne Kuhaupt (3/9)
 Started drafting report/recommendations
 Next Steps
 Complete report/recommendations
Note: The Organizational Assessment will review the research administration functions
performed by central offices and the optimal structure to support sponsored research
growth.
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