Offices & Services
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General information
The Office of Accounting and Control serves as an audit function for grants and sponsored research (private and governmental).
The Office of Accounting and Control provides guidance or answers related to restrictions, types of costs, and general guidelines for grants and sponsored research (private and governmental).
Contact the following people for assistance:
Andrew Fagon
Assistant Controller
external research grants
(315) 228-7765
Tracy Ogren
Accounting Assistant
colgate sponsored funds
(315) 228-7811
Tina Pudney
Accounting Assistant
spendable gift funds
(315) 228-7498
Services
Federal grants:
Once an official notification has been received from a federal funding agency, the following will happen:
The principal investigator will be required to sign a “Drug-Free Workplace Statement”
Once the “Drug-Free Workplace Statement” is returned to the Accounting Office, a memo will be sent to the principal investigator with the following information:
- Memo of reminders
- Supply of Effort Report forms
- New fund and account numbers
- Information on grant conditions
- Verification of budgets
- Identify source of any matching requirements
Federal grants require annual and final reporting. National Science Foundation reports are completed online via Fastlane. Other federal agencies may provide report forms when they are due. It is recommended that the principal investigator become familiar with the reporting requirements.
Private grants:
Once an official award letter has been received from the awarding foundation, company or corporation, the researcher will be asked to establish a budget by fiscal year.
Upon receipt of this information, budgets will be established and the researcher provided with fund and account numbers for this grant.
The researcher will also be provided with any reporting requirements.
Private Gifts:
New gifts are either added to an existing fund or a new fund is established if the restrictions warrant a separate fund. The new fund will be established upon proper documentation pertaining to any restrictions. The department chair will be asked to establish an annual budget.
Endowment Funds:
Upon request we can provide information regarding restrictions, annual spending and market values.