Responsibilities Checklist
Stay on track with the Research Administrator/Fund Manager Responsibility Checklist.
Daily Checklist |
|
|
Check email, review the various requests, prioritize and determine actions/tasks/due dates (e.g. respond to your PIs and labs, SPO offices about any pressing issues; if you can't immediately take care of the action respond with a time estimate of when you will complete a task) |
|
Financial Unit Approvers should login to Oracle and check their "Worklist" to review and approve transactions. Approval queues may include:
Log into Oracle and check "Worklist" and review and approve all "Procurement Orders" |
|
Review and approve Concur Request and Expense Reports. |
|
Complete any new proposal actions |
|
Log into Kuali Research, go to "Research Home" and click "Common Tasks" and then click "Action Lists" review and approval subaward invoices |
|
Review and approve UC Path Funding entries |
|
Allocate new project budgets in OFC |
|
|
Monthly Check List |
|
|
Reconcile payroll (Direct Retros/funding changes if necessary), including default |
|
Enter funding for new hires |
|
Update UCPath payroll funding for research staff, postdocs, gsrs, etc at request of PI |
|
Update payroll projections |
|
Review, update, share faculty funding reports as needed (ex. Faculty and Researher Panorama) |
|
Go to OFC Committed Costs and investigate and clear outstanding commitments over 120 days old |
|
Review sampled transactions for allowability, allocability, and correct account code. |
|
Review all procurement card purchases for allowability, allocability, and correct account code. |
|
Investigate, document, and resolve unmatched invoices. |
|
Document notes on questionable account codes. Send emails to OPAFS to log justifications of questionable/unallowable costs |
|
Complete all Kuali Research records and route for approval. |
|
Complete Annual and Final FERs for awards in SPARCM |
|
Gift Funds- Process incoming gifts |
|
Obtain, review and file recharge expense invoices/receipts from on campus entities |
|
Review SPF 30, 60, 90 days notices for expiring awards and start closeout process |
|
|
Quarterly Checklist |
|
|
Have 1:1 meetings with your PIs via zoom or in person to discuss status of current award portfolio and discuss current, pending and proposed projects, personnel updates, large expenditures, etc |
![]() |
Send PIs summary of DOPES report to make sure that effort is accurate |