30% Revenue Generation and Sustainability and Rate Development
Explore opportunities for additional revenue generation through industry partnerships, shared service models, core facilities, and auxiliary services. Identify funding gaps and recommend strategies to enhance long-term financial sustainability, including cost-sharing or alternative funding approaches.
Provide oversight for the annual development and approval of all research fees and core facility/service center rates in collaboration with Core Directors. Establish and maintain transparent, compliant methodologies for calculating Facilities & Administrative (F&A) rates, core facility/service center rates, and recharge center fees, ensuring alignment with operational costs, federal regulations, and sponsor requirements.
Conduct ongoing analysis of rate structures, including evaluation of whether depreciation should be incorporated into fee models, and ensure methodologies are defensible and consistently applied. Perform periodic internal reviews to assess effectiveness, compliance, and alignment with institutional priorities, adjusting rates as necessary to reflect evolving cost structures and strategic objectives.
20% F&A Negotiations, Financial Management and Compliance:
Provide leadership in the development and preparation of the university’s Facilities & Administrative (F&A) rate proposal. Direct the administration of cost recovery operations, ensuring compliance with federal regulations (OMB Uniform Guidance), sponsor requirements, and institutional policies.
Oversee the calculation, negotiation, and implementation of the institution’s annual blended fringe benefit rates. Monitor and analyze cost recovery performance to identify opportunities for improving financial efficiency and sustainability.
Collaborate closely with the Office for Sponsored Research and Award Administration (ORSAA), Research Support Services (RSS), Controller’s Unit, Budget & Resource Planning, and academic units to ensure appropriate application, allocation, and stewardship of recovered funds. Coordinate with Space Management on the annual space survey and related training.
Conduct periodic reviews of cost recovery processes to ensure accuracy, compliance, and effective internal controls. Implement safeguards to mitigate risks of non-compliance or misallocation and ensure recovered funds are used strategically to support research and institutional priorities.
20% Strategic Leadership and Policy Development:
Lead the development, interpretation, and implementation of institutional policies related to research costing, indirect cost recovery, and financial compliance. Monitor changes in federal regulations and sponsor requirements, translating impacts into actionable guidance for university leadership and the research community.
Provide strategic advisement to senior leadership on cost recovery trends, compliance risks, and financial implications of policy or rate changes. Support institutional compliance initiatives, including considerations related to tax-exempt debt and other regulatory frameworks.
15% Data Analysis, financial modeling and Reporting:
Develop and maintain financial models, dashboards, and reporting tools to monitor cost recovery performance, trends, and risks. Analyze historical financial data and forecast future revenue to support institutional financial stability.
Develop contingency plans for funding shortfalls or changes in reimbursement environments. Provide data-driven recommendations to inform financial planning, rate setting, and resource allocation.
Prepare reports and presentations for senior leadership, auditors, and external stakeholders, including analysis of how recovered funds are distributed (e.g., reinvestment in research infrastructure, administrative support, faculty incentives).
10% Collaboration and Stakeholder Engagement:
Serve as a primary liaison with federal agencies, sponsors, and auditors on matters related to research costing and cost recovery. Provide training, tools, and guidance to faculty, administrators, and research staff on costing policies, methodologies, and best practices.
Collaborate with academic units, research centers, and administrative partners to ensure consistent, transparent, and compliant costing practices across the institution. Lead initiatives to strengthen institutional awareness of cost recovery opportunities and challenges.
Advise on capital acquisition proposals for core equipment and space planning, applying a cost recovery lens and ensuring alignment with institutional capacity, sustainability, and strategic priorities.
5% Other Duties as Assigned
