Account Management: What We Do

Contact: phoenixaccount@ucdavis.edu

Responsible for:

  • Effort Commitment and Cost Sharing
  • Effort Reporting
  • Funding changes and extensions for all academic and staff employees
  • Management of:
    • All PI accounts including state general funds, gifts, endowments, student support accounts.
    • Grant and Contract Proposal/Budget Proposal projections
      • Data Sheet preparation
      • Conflict of interest 700 U and 800 forms
      • Specific forms required by sponsors
    • Income accounts and Bench Fee accounts
  • Recharge Rates and Recharge Accounts (Developing, implementing and managing)
  • Salary Projections
  • Scheduling Monthly Ledger queries