Find Your Portfolio Manager
Grant projects are managed by a specific Portfolio Manager assigned to the project (see bottom of page for assignments).
Contact your Portfolio Manager for all questions and issues including:
| PCARD Receipts | Consultants | Proposals |
| Purchasing Needs | Payroll Actions | All Invoicing |
| Travel Arrangements | Account Balances | Funding Changes |
| Subcontracts | Subject Payments | Spending Assumptions |
- Cat Latzer is the Portfolio Manager Team Lead and available upon request. Your portfolio manager will handle quarterly updates and budget meetings.
- Tayloe McMacken is directly involved with My.Leave and paycheck problems.
- Danielle Franklin is directly involved with building and access issues.
- You may still receive emails from us but send your project inquiries directly to your Portfolio Manager.
As of February 10th, 2025, below is the most up to date answers to questions you may have about whom to contact.
Who do I go to for purchasing requests?
- Email your assigned Portfolio Manager.
Who do I send my PCARD cover sheets and receipts to?
- Please use our ICS PCard link to submit your PCard expenses and receipts. Please contact your portfolio manager with any PCard questions.
Who do I contact if I need to set up a consultant?
- Contact your assigned Portfolio Manager.
Who do I contact if I need to set up a petty cash account or set up gift card approval for subject payments?
- Contact your assigned Portfolio Manager.
Who do I send vendor invoices to?
- Contact your assigned Portfolio Manager.
Who do I send subcontract invoices to?
- Contact your assigned Portfolio Manager.
To whom do I go for hiring, % effort time change, or termination requests?
- Contact your assigned Portfolio Manager.
Who do I contact if I need to change someone's funding distribution?
- Contact your assigned Portfolio Manager.
What if I have a question about Leave?
- Contact your assigned Portfolio Manager.
What if I have a question about paychecks?
- Contact your assigned Portfolio Manager.
Who do I contact if I'm planning to submit a proposal?
- Contact your assigned Portfolio Manager and the ICS proposal analyst at OCG, Tessa Brandt.
Who do I contact about proposal budgets?
- Tessa Brandt is your primary proposal budget contact. Please cc your Portfolio Manager and Cat Latzer.
Who do I contact if I am expecting more funding or am planning a No Cost Extension?
- Contact your assigned Portfolio Manager.
Who will provide spending updates on my projects?
- Contact your assigned Portfolio Manager.
With whom should I schedule budget meetings?
- Contact your assigned Portfolio Manager.
Who do I contact if I need a new account for an incoming gift, award, monies from a different department etc.?
- Contact your assigned Portfolio Manager.
Who do I contact if I need someone to have access to MUEN or CINC or keys to a room?
- Contact Danielle.Franklin-1@colorado.edu for all access and building related issues.
Who do I contact if I have a student interested in the ICS academic programs?
- Contact ICSPrograms@colorado.edu for all academic related questions.
What if I have a question that isn't on this FAQ? Where do I go?
- Email Alba Tuninetti who will redirect your inquiry and track the types of requests in this category.
Portfolio Manager Assignments
| Portfolio #1 | Danielle Franklin |
|---|---|
| All ICS General funds | All funds related to personnel not considered an ICS PI |
| Portfolio # 2 | Lakshmi Muralidharan |
|---|---|
| iHub | Jennifer Jacobs |
| Anna-Ruth Allen | Monica Ko |
| Quentin Biddy | James Martin |
| Jeff Bush | Melanie Peffer |
| Kate Henson | Bill Penuel |
| Leanne Hirshfield | Tammy Sumner |
| Erin Howe |
| Portfolio #3 | Grant Krick |
|---|---|
| CUChange | Al Kim |
| Cinnamon Bidwell | Pate Skene |
| McKell Carston | Sarel van Vuuren |
| Ann Eisenberg | Christine Yoshinaga-Itano |
| Phillip Gilley |
| Portfolio #4 | Kim Sandoval |
|---|---|
| iSAT | Peter Foltz |
| LEVI HAT | Martha Palmer |
| Theodora Chaspari | Wayne Ward |
| Sidney D'Mello |
| Portfolio #5 | Zach Kilday |
|---|---|
| INC | Rosie Cowell |
| Marie Banich | Roselinde Kaiser |
| Roland Benoit | Harry Smolker |
| Marta Ceko |