Research Financial Services


Sponsored Projects Deadlines for FY 2022 Video

Location: 337 Peterson Service Building

Phone: (859) 257-3662

Fax: (859) 323-1947

Managing the research funding of a large organization such as the University of Kentucky requires coordination among many individuals, both inside and outside of the university hierarchy. Research Financial Services is an integral part of that endeavor, overseeing the financial reporting and compliance requirements of all externally sponsored projects.  Our primary goal is to facilitate the management of funds provided to the university by outside entities, in compliance with relevant guidelines, for the purpose of continuing research.

The receipt of externally sponsored funds comes with an expectation of compliance with various guidelines, rules and regulatory requirements surrounding the use of the funds. We welcome the opportunity to collaborate with our campus partners and external sponsors alike as we strive to shape a culture of compliance, supporting our university research community in meeting those expectations.

Research Financial Services prepares institutional reporting information for varying external organizations beyond sponsoring agencies.  Some examples include, but are not limited to, the Schedule of Expenditures of Federal Awards (SEFA) and Single Audit report; Homeland Security Grant Funding SEFA 7 report; Biomedical Research & Development Price Index (NIH) survey; and the Higher Education Research and Development Survey (HERD/NSF).  Our office also prepares and submits the Facilities and Administrate Rate calculation to the Department of Health and Human Services (DHHS) Cost Allocation Services (CAS) to establish the approved Facilities and Administrative rates allowable on sponsored projects.

Our organization is defined by specialty area to provide optimal support and expertise in the diverse areas surrounding the financial management of sponsored projects.

We thank you for taking the time to visit our website and look forward to working with you!


Research Financial Administration

Accounts Receivable & Compliance

Payroll Confirmation & Sponsor Salary Cap

Service Center & Recharge Operations

Resources and Information


Research Financial Services    
Erin Wallett


(859) 257-3749
Paige Brown


(859) 257-1750

Tina Reynolds

Assistant Director

(859) 257-6267

Michelle Schardein

Assistant Director

(859) 257-3193

Data Analysis Specialist, Sr

(859) 257-5420
Misty Atchison

Data Analysis Specialist, Sr

(859) 257-1028

Travis Montgomery Data Analysis Specialist (859) 257-9094
Research Financial Administration    
Jessica Milner Financial Administrator Supervisor (859) 257-6282
Lois Thomas Financial Administrator III (859) 257-5421
Katherine Husted Financial Administrator II (859) 257-9291
Christy Maddox Financial Administrator II (859) 257-1683
Andrei Shliakhau Financial Administrator II (859) 257-4290
Blair Robinson Financial Administrator I (859) 257-5419
Jeremy Rogers Financial Administrator I (859) 257-5422
Sunee Truax Financial Administrator I (859) 562-0499
Jacob Tarrence Financial Administrator I

(859) 257-9017

Nathan McGinnis Financial Administrator I (859) 562-0681
Accounts Receivable & Compliance    
Accounts Receivable and Compliance Supervisor (859) 323-0687
Ryan House Accounting Coordinator (859) 257-3662
Sandy Morgan Accounts Receivable Specialist (859) 257-7933
Sarah Rodrigues Compliance Specialist (859) 257-1748
Payroll Confirmation & Service Centers    
Samantha Montgomery Payroll Confirmation & Service Centers Supervisor (859) 257-4870
Cherri Wallace Payroll Confirmation Specialist (859) 257-1747

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Resources and Information

BudRule Cross Walk

DS2 Acknowledgement from DHHS-CAS

Facilities and Administrative Cost Agreement

General Ledger Accounts

Office of Sponsored Projects Administration

PI Reports Frequently Asked Questions

PI Report Example

Roles and Responsibilities Matrix

T-Code resources

Uniform Guidance

University of Kentucky's Cost Accounting Standards Board Disclosure Statement (DS2)

Sponsored Project Bits & Pieces Presentations

Uniform Guidance Town Hall April 2018

Uniform Guidance Purchasing Information




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