An essential component of a successful Principal Investigator is the fiscal management of their funding sources. To facilitate this, we will email your PI Funding Summary Reports quarterly. These reports will summarize all your extramural and intermural accounts and provide you with a budgetary snap shot of each. Preparing these reports requires the use of multiple computer systems, as such, we often depend on your input to ensure the most accurate reporting of these accounts. We request that each Principal Investigator review their quarterly PI Funding Summary Reports, provide feedback, and respond to any questions in a timely manner.
Important Items for your Review and Feedback are:
- Are personnel being distributed at correct effort percentages? o Any changes to lab personnel – need to be timely communicated to PSYCH-HR@ad.ufl.edu
- As you approach the budget period’s expiration date, would you like us to request either a No Cost Extension or Temporary Funding?
- Are IRB or IACUC protocols that are expiring being renewed?
- Are there any sources of funding missing from the report?
- Do you have any concern about the balance reported?
Please note, any over spent or expired sponsored awards could prompt UF’s accounting systems to prohibit future expenditures of salary or purchases necessary for continued work on your project.
We are here to help manage all of your UF source of funding accounts. Please contact us at any time for up-to-date information, if needed, outside of the reporting cycle.
In addition to this report, the Research Admin team will meet with each PI to review this document to ensure its accuracy.
Please contact your department Research Administrator with any questions regarding this reporting process and/or questions/issues on your quarterly report(s).