Team Portfolios
Our team portfolios by category are below.
Please review our new Organizational Model here.
Proposals (Federal and Non-Federal)
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
Direct Federal Grants Post Award Team
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
Government Contracts & Service Agreements
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
Outgoing Subawards and Multicampus Agreements (MCAs)
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
Industry and Industry Material Transfer Agreements (MTAs)
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
Non-Profit/ Federal Flow-Thru
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
Unfunded and Non-Industry Material Transfer Agreements (MTAs)
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
Research Administration Business Intelligence
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
Research Administration & Client Experience
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
• Pamela Tallarida, Assistant Director• Phillip Howard, Sr. Trainer & Client Experience Analyst
• Niki Perri, Sr. Trainer & Client Experience Analyst
• Tanya Reese, Sr. Training & Client Experience Analyst
• Peter Tea, Trainer & Client Experience Analyst
• Nicole Macsween, Client Experience Analyst
• Isabella Corral Romero, Client Experience Analyst
Research Administration Systems and Process Improvement
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