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Explore the Finance SSC Knowledge Base

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Research Roles and Responsibilities

Award Setup, Modifications, Adjustments

Research Responsibilities
Process	Principal Investigator	SSC	KUCR
Provisional Requests. Award Setup Budget Adjustments. No Cost Time Extension.	Communicate need and justification for provisional account. Review award terms and conditions. Prepare no cost extension justifications. Provide rationale for rebudget requests as necessary.	Facilitate chair approval of provisional accounts; submit request for provisional to KUCR. Inform PI of any non-standard terms and conditions. Recommend budget adjustments to PI; facilitate creation of budget adjustment forms. Submit no cost extension requests to KUCR.	Approve provisional accounts. Perform award setup and issue budget summaries. Identify non-standard terms and conditions during award setup. Issue/Modify subcontracts. Process all award modifications and budget adjustment requests. Submit no cost extension requests to agency. Submit non-competing time and funds requests to agency.

Allowability Review and Expenditures

Research Responsibilities
Process	Principal Investigator	SSC	KUCR
Purchasing. Paying Subcontractors. Cost Share. Payroll. Fellowships. Graduate Students/Tuition. Cost Transfers.	Select items for purchase. Allocate expenditures to projects. Ensure cost share commitments are fulfilled. Identify fellowship recipients. Notify SSC of changes in workforce.	Initial allowability review for all transaction types. Serve as approval delegate on behalf of PI (if applicable). Complete appropriate form to process transactions (KUPPS requisition, fellowship form, cost transfers, etc.).	Final allowability review. Approve delegation of authority. Citizenship and Tax Issues. 720/721 Recon/Reimb. Posting charges to grants.

Award Monitoring

Research Responsibilities
Process	Principal Investigator	SSC	KUCR
Monthly Financial Reports. Budget Monitoring. Subcontract Monitoring. Effort Reporting.	Review monthly reports for accuracy. Ensure and confirm satisfactory subcontract progress is being made. Review and approve effort certifications.	Generate and review monthly financial reports (including projections when FMW is available). Notify PI of project end at 90 and 30 days out; facilitate no cost extensions, if required. Assist with subcontract plan implementation. Distribute/track effort certs.	Create/Implement formal subcontractor plans. Monitor burn rates. Create effort certifications.

PI Changes

Research Responsibilities
Process	Department	SSC	Central Office
PI Absence or Change in Effort. PI Change and/or Departure.	Notify department chair and SSC timely. Complete separation checklist. Submit required reports to agency.	Send PI separation checklist Complete payroll forms. Pay final bills. Monitor award balance and communicate spending projections to KUCR. Prepare agency notification letters for approval and submission by KUCR.	Submit official agency notifications regarding relinquishments, PI changes, or changes in PI effort. Issue and distribute revised budget summaries.

Project Closeout

Research Responsibilities
Department	SSC	Central Office
Prepare and submit final report to agency.	• Review expenses for allowability; prepare cost transfers if necessary. Submit payroll changes. Send final closeout notification to KUCR and PI.	Process cost transfers • Submit final financial report/invoice/draw to agency. Process fixed price closeouts. Change project status to closed.