Utilizing a grant summary statement to inform Principal Investigators of the financial status of their sponsored projects. The summary statement is a form created in MS Access that pulls current financial information from the CIW and presents in a format that is easily understood by research individuals who may not be accustomed to interpreting financial information.

The development of this report was a group effort...My predecessor in MCDB, Lee Silbert, utilized the statements. After learning it was difficult for the PIs to understand the form in its current format, I worked with them to determine the information/format that would be most useful to them, and Dana Takeuchi in the Budget Office modified the form based on my requests.


The management of sponsored projects funding is a major financial issue at the University. In FY10, UCB alone was awarded just over $454 million in sponsor project funding.

If the projects are overspent, the department (and ultimately the University) is responsible for covering the deficit. If the project is underspent, funding can be returned to the sponsor. The main responsibility of the PIs is to conduct meaningful research. It is important that they have appropriate administrative support to assist with the financial management of their funding so they can focus on research. Also, the PI is ultimately responsible for the financial management of their sponsored projects. It is important to keep them informed of the financial status so accountability is possible.


Yes, the dissemination of these statements has been ongoing for at least four years in MCDB.