Reporting Reporting Reporting Create ad hoc financial reporting as Reporting Create ad hoc financial reporting as Create ad hoc reporting as requested Create/submit sponsor required requested requested Customize to PI’s preference, the Complete sponsor financial reports in Financial reports Assist SPS when requested, in providing Prepare fiscal reports to be included projections/forecasts using data from the conjunction with SPS additional detail for a financial report to Business Office. This may include with Technical/Management reports or the sponsor. combining forecasts to provide a total review /approve fiscal reports drafted portfolio picture. by PM or BM. Assist PI & Co-PI’s with annual technical reports Be a resource to SPS as sponsor financial reports are being completed. Resource Services Resource Services Provide business support for posting Human Resource Services n/a Human Resource Services – Provide business support for posting new new positions Provide support for developing new positions Review salary offers with Co-PI’s to position descriptions Review salary offers to make sure they make sure they are within HR and Assist with interview process as needed are within HR, Unit and award range Unit range Work with PI/appropriate unit BM to Prepare letter and obtain proper Review offer letter and obtain proper determine starting salary signatures. signatures. Assist with training new Assist with employee relation issues Assist with employee relation issues Potential first contact for employee relations issues (Purdue HR notified as required) Supervision Departmental office will supervise Supervision Supervision Supervision Departmental office will supervise Sr. Account Mgr will supervise between 1 8 Operations Manager little supervision – – between 1 3 between 1 8 bi-weekly/administrative staff – – Managing Director supervision as – staff staff Assist with training new staff delegated by Director (can from one Assist with training new staff DFA will have responsibility for 2 40 or Conduct Performance Reviews – to several staff members) more bi-weekly/administrative staff Conduct Performance Reviews Assist with training new staff Assist with training new staff Conduct Performance Reviews Conduct Performance Reviews Procurement Reconcile departmental credit cards Procurement Procurement Procurement Review equipment purchases > $50K Reconcile departmental credit cards Fiscal approver of requests to Approve requests to purchase Fiscal approver of requests to purchase purchase on SP Assist with capital equipment specing, (for RCC of the Center) sole source justification, purchase and Signature Delegation installation as required Signature Delegation Comptroller/SPS delegation - $2,500 Signature Delegation Signature Delegation Comptroller/SPS delegation - $2,500 or or $50,000 Purchasing delegation (Based on Department head delegation $50,000 delegation from the Director. A
Reporting Create ad hoc financial reporting as requested Assist SPS when requested, in providing additional detail for a financial report to the sponsor. Resource Services Provide business support for posting new positions Review salary offers to make sure they are within HR, Unit and award range Prepare letter and obtain proper signatures. Assist with employee relation issues Supervision Departmental office will supervise between 1 – 8 bi-weekly/administrative staff DFA will have responsibility for 2 – 40 or more bi-weekly/administrative staff Assist with training new staff Conduct Performance Reviews Procurement Reconcile departmental credit cards Fiscal approver of requests to purchase (for RCC of the Center) Signature Delegation Comptroller/SPS delegation - $2,500 or $50,000 Reporting Create ad hoc reporting as requested Customize to PI’s preference, the projections/forecasts using data from the Business Office. This may include combining forecasts to provide a total portfolio picture. Assist PI & Co-PI’s with annual technical reports Be a resource to SPS as sponsor financial reports are being completed. Human Resource Services Provide support for developing new position descriptions Assist with interview process as needed Work with PI/appropriate unit BM to determine starting salary Assist with training new Potential first contact for employee relations issues (Purdue HR notified as required) Supervision Operations Manager – little supervision Managing Director – supervision as delegated by Director (can from one to several staff members) Assist with training new staff Conduct Performance Reviews Procurement Approve requests to purchase Assist with capital equipment specing, sole source justification, purchase and installation as required Signature Delegation Purchasing delegation (Based on delegation from the Director. A Reporting Create ad hoc financial reporting as requested Complete sponsor financial reports in conjunction with SPS Resource Services Provide business support for posting new positions Review salary offers with Co-PI’s to make sure they are within HR and Unit range Review offer letter and obtain proper signatures. Assist with employee relation issues Supervision Departmental office will supervise between 1 – 8 staff Assist with training new staff Conduct Performance Reviews Procurement Reconcile departmental credit cards Fiscal approver of requests to purchase on SP Signature Delegation Comptroller/SPS delegation - $2,500 or $50,000 Department head delegation Reporting Create/submit sponsor required Financial reports Prepare fiscal reports to be included with Technical/Management reports or review /approve fiscal reports drafted by PM or BM. Human Resource Services – n/a Supervision Sr. Account Mgr will supervise between 1 – 3 staff Assist with training new staff Conduct Performance Reviews Procurement Review equipment purchases > $50K Signature Delegation
rqa_Center%20Project%20Financial%20Management%20Roles%20%20Expectations%2011%2014%2011.docx