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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

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
  • 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, 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)
  • 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

Research Administration Business Intelligence

Portfolio

Characteristics

Team

Research Administration Client Experience

Portfolio

Characteristics

Team

Research Administration Systems and Process Improvement

Portfolio

Characteristics

Team

For more information, contact the Client Experience team at researchadmin@ucsd.edu.