Team Portfolios

Portfolio

• Review and submission of all proposals under OCGA’s delegation
• Just-in-time (JIT) activities, including any sponsor requests prior to award issuance (except for Health Sciences NIH Grants which are handled by HS SPPO)
• Graduate Student Fellowship Awards Extramural Funding (Fellowships and Other Awards)

Key Characteristics 

• As Authorized Officials, collaborate with fund managers on the review and submission of proposals to a wide variety of sponsors in accordance with UCSD’s established proposal submission guidelines
• Partner with other pre-award offices to develop and/or maintain consistent proposal process review based on changing sponsor requirements
• Workload Volume: 2,700 Proposals Per Year, 150 Graduate Student Fellowships Per Year

Team

• Susanna Pastell, Principal Manager
• Michael Brown, Sr. C&G Officer
• Oudone Sisanachandeng, Sr. C&G Officer
• Jeniffer Lapek, Sr. C&G Officer
• Anthony Alvarado, Sr. C&G Officer
• Lisa Jundt-Auvil, Sr. C&G Officer
• America Vega, Sr. C&G Officer
• Japhet Perez Estrada, Sr. C&G Officer

Portfolio

• Direct Federal grant and cooperative agreement post- award non-financial management
• Direct University of California (UC) Programs
• Interpersonal Agreements (IPAs) and Joint Personnel Agreements (JPAs) Post-Award (these are submitted through OnBase)
• Kuali Research (KR) Award set-up

Characteristics

• As Authorized Officials, review and process a wide variety of Federally-sponsored awards as well as collaborate with fund managers on post-award activity
• Collaborate with SPF and other compliance offices on the award set-up process
• Workload Volume: 3,200 Federal Award Transactions Per Year, 6,060 KR Award Set-Up per Year

Team

• Ann Tsueng, Principal Manager
• Kaylee Allen, C&G Officer
• Monica Paolucci, C&G Officer
• Jane Villanueva, C&G Officer
• Luz Molina, C&G Officer
• Nina Quach, C&G Officer
• Laura Louie, C&G Officer

Portfolio

• Federal contracts and Other Transaction Agreements (OTA) (including flow-through)
• State Agreements (including flow-through)
• Local Govt Agreements (including flow-through terms)
• Foreign Govt Agreements (including flow-through terms)
• General Campus Service Agreements
• Industry Membership Agreements

Characteristics

• Review, negotiate, and execute government contracts and work with campus partners to support development of government sponsor relationships
• Work with General Campus faculty to put in place service agreements with outside clients
• Workload Volume: 705 Agreement / Year

Team

• Andrea Lupu, Assistant Director
• Jenny Chavira, Principal C&G Officer
• Elizabeth Kerr, Principal C&G Officer
• Samantha Aleshire, Principal C&G Officer

Portfolio

• All outgoing subawards
• All outgoing multicampus awards (MCAs) to other UC campuses
• Outgoing PI-initiated Clinical Trial Agreements
• Annual Audit and Subrecipient Monitoring
• FFATA Reporting

Characteristics

• Review and flow-down prime award terms and conditions via subawards to all types of subrecipients and perform subrecipient monitoring
• Partner with campus partnering offices including: General Accounting, IPPS/Procurement, Disbursements, and SIO-OCGA
• Workload Volume: 1,420 Subawards (including MCAs)

Team

• Sheila Paul, Principal Manager
• Derek Jackson, Sr. C&G Officer
• Sharon Mahan, Sr. C&G Officer
• Katherine Philbin, Sr. C&G Officer

Portfolio

• Industry Funded Agreements
• Incoming subawards with industry funding (i.e., industry flow-through)
• Industry Material Transfer Agreements (MTAs)
• Act as the OCGA POC for the Moores Cancer Center Clinical Trials Office (CTO) for Clinical Trials under OCGA’s delegation

Characteristics

• Review, draft, and negotiate complex and high risk agreements with a wide-variety of for-profit companies
• Work closely with Office of Innovation and Commercialization (OIC) on intellectual property/licensing language and partner in contributing to the campus’ entrepreneurial culture and innovation ecosystem
• Workload Volume: 570 Agreement / Year

Team

• Erin Zardouzian, Assistant Director
• James Wang, Principal C&G Officer
• Samantha Friedman, Principal C&G Officer
• Elaine Tom, Principal C&G Officer
• Simón Lowrie, Principal C&G Officer
• Leah Williams, Principal C&G Officer

Portfolio

• Nonprofit Agreements (including flow-through terms)
• Incoming Federal grant subaward agreements
• Incoming multicampus awards (MCAs) in which nonprofit, Federal grant, or UC Program funding flows through another UC campus 

Characteristics

• Review, draft, and negotiate moderately complex agreements with a wide-variety of nonprofit sponsors and academic institutions
• Work with UC Office of the President and Foundation Relations to support positive partnerships with nonprofit sponsors
• Workload Volume: 1,975 Agreement / Year

Team

• Suzanne Wolff, Principal Manager
• Chris Tomera, Sr. C&G Officer
• Nastaran Afari, Sr. C&G Officer
• Anna Hoss, Sr. C&G Officer
• Mayra Estrada, Sr. C&G Officer

Portfolio

• Unfunded research collaboration agreements
• Confidentiality Agreements (CDAs), Non-Disclosure Agreements (NDAs)
• Non-Industry MTAs
• Data Use Agreements (DUAs), Data Transfer Agreements (DTAs)

Characteristics

• A versatile team that drafts and negotiates a large variety of unfunded agreements of varying risk and complexity with all outside entity types
• Works closely with other compliance offices, such as Export Control and the Privacy Office
• Workload Volume: 2,320 Agreement / Year

Team

• Lisa Gu, Assistant Director
• Marianna Meyer, Principal C&G Officer
• Rebecca Hollingsworth, Lead Sr. C&G Officer
• Joy Chu, Lead Sr. C&G Officer
• Razvan Ienciu, Lead Sr. C&G Officer
• Yunqi Tan, Sr. C&G Officer
• Adele Gibbs, Sr. C&G Officer

Portfolio

• Reporting and analytics
• Data stewardship
• Data access and availability

Characteristics

• Provides critical business intelligence reports and dashboards to UCOP, external entities, campus leadership
and departments
• Publishes the Research Administration Activity Dashboard and Contract & Grant Quarterly and Annual Report,
as well as other reports to the Business Analytics Hub (BAH)

Team

• Ernesto Donate, Assistant Director
• Inès Gonzalo, Sr. Business Intelligence Specialist
• Dayna Portillo, Business Intelligence Specialist

Portfolio

• Program coordination and management of the campus
Research Administration Training Program
• Research Administration communications
• Customer support
• Manage OCGA’s central inbox: researchadmin@ucsd.edu

Characteristics

• Innovative, collaborative, solution oriented and customer focused
• Coordinated and holistic approach to support customers through training, communications and client support activities and analytics

Team

Portfolio

• Project management
• Process improvement projects
• Systems requirements

Characteristics

• Collaborative and engaging using Lean Six Sigma and Project Management methodology to reduce variation,
streamline and improve business processes for Research Administrators
• Business process centric and enterprise system oriented to best ensure harmonious integration and
continuous improvement

Team

• Sunny Kochhar, Principal Business Analyst
• Leonardo Stezano, Principal Business Analyst