The CTSU portfolio manager assists study teams with navigating the Pre-Award process to facilitate timely study activation and also tracks the project throughout its life offering a consistent line of communication between the CTSU, study team, and partner units to keep studies on track.
Following "Feasibility Approval", the Portfolio Manager will reach out to study teams to schedule a study planning meeting where all parties come together to discuss the protocol, billing calendar, budget, study logistics, and expectations.
Specific Pre-Award services include, but are not limited to:
- Feasibility Review
- Billing Calendar Creation
- Budget Preparation and Negotiation
- Contracting Support
Similarly, following an executed contract and award,
Post-Award services include, but are not limited to:
- Account Reconciliation
- Milestone Tracking
- Financial Reporting
As a trial moves into Post-Award, investigators will be contacted by their CTSU Post-Award Finance contact to schedule a standing quarterly meeting to discuss their portfolio and review CTSU reports. These reports provide a comprehensive snapshot of financial activities that allow investigators to adjust and plan for the future of their study. Investigators and department staff also have access to these reports via tableau and receive a link on a monthly basis for viewing.