Last modified: Feb 6, 2018
P - Primary S - Secondary C - Co responsible

Roles & Responsibilities Matrix (download PDF chart)

Name PI Admin College RAF

Proposal Preparation & Pre-Award

Funding identification P S
Review of sponsor guidelines/RFP P C C
Provide expert guidance on funding opportunities P
Proposal development P S
Budget & justification development P S R
Contract & Grant final review C C P
University sign-off P
Provide institutional review for NU policy , compliance, correctness per agency guidelines & applicable law C C P
Interpret NU or agency policies and regulations P
Negotiate and accepting terms and conditions of award P
Collects PI's & Dean's signatures P S
Copies & collating of proposals C C
Identify special needs (ie space) P S
Receive award notice P
Set up Award/Account P
Execute sub awards P
Sub recipient monitoring C C P
Travel approval C C P

Grant Administration

Projecting spending plan S P
Banner balance lookup P
Course release costs P
Monitoring account balances/spending P S
Forecasting/projections P S
Account analysis S P
Liaison with sponsor P
NCE request P C C
Approving expenditures (excl travel) P S
Cost Transfers C P
Approval cost transfer P
Monitor & track effort reporting P C C
Reconcile accounts S P
Initiate journal vouchers S P

Post Award and Billing

Approve journal vouchers P
Develop/negotiate F&A rate P
Processing salaries S P
Identify program income P S
Approving summer salaries P
Monitor and resolve deficits P C C
Reporting final invention statement P C C
Reporting financial reports to sponsor P
Reporting technical report to sponsor P S
Cancel PO on grants S P
Closeout C C C
Responsible for compliance P C C