SPA Accountants

Click on a name to access the accountant's agencies/duties.

James Lei

Assistant Director, SPA

303-735-6435

Patricia Dodson

Compliance Coordinator

303-492-2620

Diane Przygocki

Customer Support Manager

303-492-7213

Bev Baran

303-492-3778

Mike Bussey

303-492-5174

Lauren Caraballo

303-492-2617

Sharon DeCarlo

303-492-8901

Terri Roark

303-492-2619

Sutha Thanikasalam

303-735-4760

ePERS

Electronic Personnel Effort Reporting

Link to complete list of SPA Staff including Internal Operations Staff

Sponsored Projects Accounting

• SPA general email: SPA@colorado.edu

• ePERS email: epers@colorado.edu

• SPA fax number:  303-735-0323

• SPA campus mail box: 574 UCB

The Sponsored Projects Accounting staff is involved in the post award administration of sponsored projects including:

• Use of the Sponsored Programs Information System (SPINS),

• Creating project FOPPS and establishing project budgets,

• Administering billing, collections, and letter of credit draws,

• Administering Personnel Effort Reports (PERS & ePER),

• Providing cost sharing and matching fund reporting to agencies,

• Closing out grants with granting agencies,

• Serving as the audit liaison for federal, state, and private auditors,

• Reconciling COFRS for the restricted fund, restricted fund budget, and university financial statements.

Alphabetical Listing of Links to Expenditure Policies and Other Resources 

• Agreement Between OCG and the CU Foundation (Grants vs. Gifts) on the OCG Web site.  

• Allocating Sponsored Project Funding on More than One Campus

• Award Receipt and Administration on the OCG Web site.  

• Budget Deviations and Other Project Changes (Organizational Prior Approval System, OPAS) on the OCG Web site.   

• Close Out Procedures, Posted March 1, 2002 effective February 2002.

• Cost Sharing Policy for CU-Boulder effective November 2000.

  • Third Party Cost Sharing Contributions form posted 3/2005.

• Cost Transfer Policy effective February 2005.

• Cost Transfer Journal Entry Help Page

• Council on Government Relations. COGR addresses policies and technical issues involved in the administration of federally sponsored programs at universities.

• DAICR Policies and Procedures: Reimbursement of Costs Incurred by Departments and Institutes in Support of Research, issued July 12, 2001 by Carol B. Lynch.

• Direct Cost Policy effective May 2003.

  • Typical Direct and Indirect Costs (F&A). 

• Disclosure Statement, also known as the DS2 effective June 1997.

• Equipment Purchase Approval on the OCG Web site.

• Expenses decision flowchart to determine if an expense can be charged to a project

• F&A Negotiation Agreement with HHS

• Financial Reporting for Sponsored Projects, Web-based.  When you arrive at this Web site select Web Based Reports, then select Research Staff.  You will need your CIW  ID and Password to access the financial reports.

• Government-Owned Property on OCG Web site.

• HIPAA Health Insurance Portability and Accountability Act fact sheet

• IRB Institutional Review Board. The Human Research Committee (HRC) is the IRB on the Boulder campus. An IRB reviews and approves research involving human subjects

• Indirect Cost Recoveries Administrative Policy Statement effective July 2000.

• Inventions and Patents on the OCG Web site.

• Links to Funding Agency Home Pages from the OCG website:

  • Federal Agencies

  • Non-Federal Agencies

  • State of Colorado

• NIH Grants Policy Statement

• No-Cost Extension on the OCG Web site.

• NSF Grants Policy Manual

• OCG trainings, classes, brown-bag lunch schedule

• Office of Contracts and Grants (OCG), CU-Boulder

• OMB Circular A-21

• OMB Circular A-110

• OMB Circular A-133

• OPAS on the OCG website. Organizational Prior Approval System for budget deviations and other project changes.  

• Other Non-University Owned Property on the OCG Web site.

• Over-expenditure on Contract and Grant Accounts Policy for CU Boulder effective January 1997.

• Participant  Support Costs Policy and Procedures

• Payment info how to pay via ACH, wire, or check

• Pending Awards and Authorization for Account Set-Up on the OCG Web site.  

• Personnel Effort Reports: Regular and routine effort reporting is a requirement for CU-Boulder recipients of federal and federal sub-recipient awards as a means of attesting to the appropriateness of salaries and wages charged to the contract or grant. Sponsoring agencies require reasonable assurance that labor costs charged to a sponsored project reflect the actual effort expended on the project. The ePER system is an after-the-fact certification system intended to provide accurate and reasonable documentation to the sponsoring agency regarding the distribution of effort expended by an employee.

  • electronic Personnel Effort Reporting System (ePERS) policy for CU-Boulder effective June 2008.

  • See ePER Topics for more additional information

  • PERS Step-by-Step Instructions for CU-Boulder effective February 2004 for previous paper-based reporting.

• Policies and Procedures for the Reimbursement of Costs Incurred by Departments and Institutes in Support of Research on the OCG Web site.

• Policy to Recover Costs Due to Deficit Spending (charging interest to departments for flagrant overspending) on the OCG Web site.

• Pre-Award Costs on the OCG Web site.  

• Project Management on the OCG Web site. 

• Q&A about sponsored projects mailing

• Q&A about sponsored projects telephones

• QRC for Sponsored Projects Lists allowable costs by account code. Created by UCD.

• Referring Awards to Legal Counsel on the OCG Web site. 

• Referring Awards to Tech Transfer on the OCG Web site.  

• Responsibilities for Sponsored Programs Grant and Contract Administration on the OCG Web site.

• Revenue Decision Matrix for Distinguishing Gifts, Sponsored Projects and Auxiliary and Self-funded Revenues. Excerpted from the Revenue APS suite.

• Review and Negotiation of Awards on the OCG Web site.   

• Summer Appointments: This link goes the College of Arts and Sciences Budget Office Web page which includes information on the 3/9ths Rule, Summer Research Funding, PeopleSoft Data Change Request, Summer Chair Stipend, and Summer Salary Limitations.  When arriving at this page, scroll to "Summer Appointments" and "Policies and Procedures."

• Summer Session Faculty and Student Faculty Appointments: 2006 memorandum from the Director of the Summer Session.

• Technology Transfer Office

• Third Party Cost Sharing Contributions form

• Transfer of the Principal Investigator to Another Institution on the OCG Web site.

• Travel Authorization on the OCG Web site.

• Typical Direct and Indirect Costs (F&A).

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