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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
  • Albert Carazolez, 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, C&G Officer

Federal Award/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
  • Sabrina Teklezghi, 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, 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)
  • 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

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, Sr. C&G Officer
  • Joy Chu, Sr. C&G Officer
  • Razvan Ienciu, Sr. C&G Officer
  • Violeta Kovacevic, Sr. C&G Officer
  • Yunqi Tan, C&G Officer
  • Adele Gibbs, C&G Officer
For more information contact the Client Experience team at researchadmin@ucsd.edu.