Primary Responsibilities as it Relates to Involvement with PI’s

1. Pre-Award – Review and Approve Proposal Budge

• Funding Source – Federal, State, or Other (Corporate, Foundation, Non-Profit)
• RFP Financial Requirements 
• Budget Categories
• Allowable vs. Unallowable

2. Establish Grant/Contract Account

• Notification of Account Number
• Specific Grant Requirements

3. Monitor and Review ALL Charges to Accounts to Determine Compliance

• Bradley University Policies & Procedures
• Faculty Handbook
• Research & Sponsored Programs Handbook
• Controller’s Office Accounting Policies and Procedures
• Federal Rules & Regulations
• OMB Circulars
• A-21: Cost Principles for Educational Institutions
• A-110: Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher Education, Hospitals, and Other Non-Profits
• A-133: Audits of Institutions of Higher Education and Other Non-Profits
• Internal Revenue Service Requirements
• Code of Federal Regulations
• Sponsoring Agency Terms and Conditions
• Award Terms and Conditions
• State Rules & Regulations
• Illinois Compiled Statutes
• Sponsoring Agency Terms and Conditions
• Award Terms and Conditions
• Corporate, Foundation, Other Non-Profits
• Sponsoring Agency Terms and Conditions
• Contract Terms & Conditions

4. Disseminate Financial Information to PI’s

• Bradley Account Classifications vs. Funding Agency Budget Classifications
• Monthly Financial Reports
• Budget vs. Actual Report
• Monthly Revenue & Expense Report
• Account Detail Report
• Additional Financial Reports as needed/requested

5. Manage Grant/Contract, Close-out Process, and Audit

• Grant/Contract Compliance
• Monthly/Quarterly Expenditure Reports/Invoices
• Financial Close Out Reports and Audit