1. Jay Delaney, Finance Manager, Institute of Technology Gayle Anderson, Grants Management Coordinator, College of Liberal Arts Zola Hoey, Finance Manager, Division of Epidemiology & Community Health Dianne Sivald, Grants Manager, U of MN Extension Service 02.18.2010 D IVIDE AND C ONQUER : C LUSTER VS. U NIT R ESPONSIBILITY

2. Dean Crouch Associate Dean for Research and Planning (Kaveh) Associate Dean for Student Services (Strykowski) Associate Dean for Academic Affairs (Gladfelter) Other Dean’s Office functions (Development, Communications) Finance Director (Pappone) Dean’s Office Accountant II/Data Analyst (Lindsay) Dean’s Office Executive Accounts Specialist (Noori) Financial Cluster Director (Delaney) Voucher Processor (Killebrew) Procurement Specialist (Jensen) Voucher Processor (Anthony) Procurement Specialist (Roy) Student Workers (2) Procurement Specialist (Haverkost) Chief of Staff (Wolterstorff) Institute of Technology – Dean’s Office Organizational Chart

3. Financial Cluster Director Payment Voucher Entry Purchasing OversightJournal EntryBill Entry Annual Budget Oversight Data Analysis & Reporting Position Management (Not a cluster function at this time.) Institute of Technology – Dean’s Office Organizational Chart

4. CLA Dean Chief Financial Officer Associate Dean for Research Grants Support Team Fiscal & Technical Cluster Director Oversees 4 Financial Service Teams East Bank Team l e.g. Psychology, Speech-Language- Hearing, Cognitive Science (Behavioral Science Administration and others) East Bank Team II e.g. Languages, English, Literature, writing (Humanities) West Bank Team I e.g. Geography, Sociology, Anthropology, History (Social Sciences) West Bank Team II e.g. School of Music, Theatre, Art, Dance (Arts)

5. P RE -A WARD Functions Grants Coordinators CLA Admin/Deans Office Cluster *Four Finance Service Teams Department Funding SearchesX Coordinate Collaborations, develop timelines X Support for Compliance Issues (IRB, RCR, REPA) X Proposal Development – Budget, Forms, Copy Editing x x (budget info only) x Proposal Submissionxx

6. P OST -A WARD Function Grants Coordinators CLA Admin/Deans Office Cluster *Four Finance Service Teams Department Prepare PS friendly budget x Xx Work with PI – Payroll set up, consultant agreements, etc. X Travel, Requisitions/POs, ECAR, Receiving X Journal Processing X Sponsored Transaction Approvals (Certified Approver) x (Collegiate CA) X Data Analysis, Reporting x X Award Monitoring, Work with PI – extensions, close out issues, etc. x (Collegiate Support) X Effort Certification x (Collegiate EC) X

7. B ENEFITS AND C HALLENGES S PONSORED F INANCIAL M ANAGEMENT Improvements  Better monitoring of sponsored projects  Consistent communication with PI’s  Expertise and improved competencies.  Back-up/Cross Training Challenges  Coping with Communications - physical location – Drawback  Improve reporting, regular, meaningful communication with PI’s  On going Training, Staff Changes

8. ORGANIZATIONAL CHART University of Minnesota SCHOOL OF PUBLIC HEALTH ACADEMIC HEALTH CENTER OFFICE OF THE DEAN STUDENT LIFE AND LEADERSHIP EDUCATION OPERATIONS ADVANCEMENT SERVICES EXTERNAL AFFAIRS DEVELOPMENT ALUMNI RELATIONS & EVENTS MANAGEMENT FINANCE AND ADMINISTRATION BIOSTATISTICSENVIRONMENTAL HEALTH SCIENCES EPIDEMIOLOGY AND COMMUNITY HEALTH HEALTH POLICY AND MANAGEMENT ACADEMIC AFFAIRS AND RESEARCH EDUCATION RECRUITMENT STRATEGIC RELATIONS AND PARTNERSHIPS Procurement Cluster 013 Service Team 1 (includes SPH Administration) School Divisions Service Team 2Service Team 3

9. AR Services Purchasing Services Disbursement Services Accounting Services SPA (Sponsored Projects Administration) SFR (Sponsored Financial Reporting Maintain customer relationships Initiate requisitions Travel & Expenses Asset & line-item budgeting Proposal prep (EGMS) Pcard Approvals Financial Reporting Division/Unit Cluster Activities University Procurement Cluster: Accountable to both local & centralized units A/R Bill Processing Purchasing Oversight Vendor Payment Processing Journal Entry Processing Procurement Oversight Function Integrated Services Continuum Centralized Decentralized

11. MN EXTENSION FINANCE & PLANNING - SPONSORED 2010 GRANTS MANAGER FINANCE/CLUST ER DIRECTOR SNAPEd FINANCE MANAGER Center for Community Vitality - Sponsored & Non-sponsored Center for Family Development Sponsored & Non-sponsored Center for Youth Development Sponsored & Non- sponsored Extension Center for Food, Agricultural and Natural Resource Sciences (EFANS) Sponsored & Non-sponsored