Teresa Hertzfeld
- Sr. Finance & Grant Specialist
Contact me for anything related to:
• Provide support to PIs and collaborators regarding financial questions
• Approve and allocate purchases made by research staff
• Monitor implementation of subcontracts, including budget verification, processing of subcontract invoices, marked-up Purchase Orders (POs), etc.
• Coordinate scope of work and honorarium payments for grant non-employees
• Process journal entries
• Request immigration process checks
• Create purchase order requisitions
• Setup payment vouchers
• Process reimbursements
• Process Marketplace orders >$5,000
• Setup new vendors in Marketplace
• Coordinate service contracts
• Coordinate small dollar contracts
• Submit Sole Source justifications
• Submit Conflict of Interest forms
• Track outgoing invoices for RBSAs
• Process incoming payments from clients
• Advise PIs, research staff and students on sponsored project (grant and contract) procedures and regulations, including sponsor requirements for compliance with Uniform Guidance, and State of Colorado, CU, Department, and College of Engineering & Applied Science (CEAS) rules
• Setup funded project sub awards
• Monitor project speedtype expenses, including personnel costs, materials, travel, and equipment as well as encumbrances
• Budget forecasting of sponsored projects
• Advise Payroll Liaison on grant personnel including hires, changes and terminations.
• Coordinate effort reporting (ePERs)
• Track and report cost share commitments
• Close speedtypes
CEAE finance is available 9:00 – 5:00, Monday – Friday. Join us for drop-in virtual office hours on Wednesdays 9:30 – 11:00 (Travel and Procurement) https://cuboulder.zoom.us/j/95356933922 or Thursdays 1:00 – 2:30 (Finance, sponsored projects, budget) https://cuboulder.zoom.us/j/94646595943.
To better serve you, CEAE Finance schedules appointments via zoom or teams. For all finance related questions or to schedule an appointment send an email to CEAEFinance@colorado.edu.com where all requests are triaged and handled by the appropriate person on the team.