Subject Matter Experts in Financial Management

Click a topic (below) to view the Subject Matter Experts for that area.

Pay Employees

Subject	Primary	Backup	Weblink
Online payroll systems, Verifications, Forms I-9 & W-4	Christa Woodhull 543-9215 christa@u.washington.edu	Ginny Montgomery 543-8625 ginnym@u.washington.edu	http://www.washington.edu/admin/payroll
Retropay & Separations, Direct Deposit	Farida Ablang 221-7061 farida@u.washington.edu	Ginny Montgomery 543-8625 ginnym@u.washington.edu	http://www.washington.edu/admin/payroll/pcguide.html
Payroll Tax	Shawna Litterski 616-4317 smlitter@u.washington.edu	Heather Norberg Stewart 543-5259 hnorberg@u.washington.edu	http://f2.washington.edu/fm/payroll/employees/taxes
Non Resident Alien (NRA)	Heather Norberg Stewart 543-5259 hnorberg@u.washington.edu	Shawna Litterski 616-4317 smlitter@u.washington.edu	http://www.washington.edu/admin/payroll/nra.html
Overpayments, Deductions	Shawna Litterski 616-4317 smlitter@u.washington.edu	Heather Norberg Stewart 543-5259 hnorberg@u.washington.edu	http://www.washington.edu/admin/payroll/overpayment_index.html
MyFD Salary Transfers	Dawna Grand 221-5486 dgrand@u.washington.edu		https://www.washington.edu/admin/finacct/office/fd/help/v2/tutorials/salarytransfer_demo/salarytransfer_demo.htm
Travel	Teresa Crisostomo 685-9328 tcris@u.washington.edu	Cindy Gregovich 543-8648 cingreg@u.washington.edu	http://www.washington.edu/admin/finserv/travel
Records Management	Cara Ball 543-6512 ballc2@uw.edu	Barbara Benson 543-7950 bbenson@u.washington.edu	http://f2.washington.edu/fm/recmgt/

Financial Accounting and Reporting

Subject	Primary	Backup	Weblink
Bank Reconciliation	Lori Hobson 543-9221 ljhobson@uw.edu	Sarah Garland 543-8472 sarah67@uw.edu
Consolidated Annual Report/State Reporting	Dave Beaulieu 543-8811 db32@uw.edu	Sarah Moore 616-6786 moores@uw.edu
Object Code Questions	Sarah Moore 616-6786 moores@uw.edu	Dave Beauleiu 543-8811 db32@uw.edu	http://f2.washington.edu/fm/fa/references/object-codes
Fringe Benefit Rates	Sarah Moore 676-6786 moores@uw.edu	Dan Schaaf 543-6423 schaafd@uw,edu	http://f2.washington.edu/fm/fa/fringe-benefit-load-rate
CTI Authority/ISDs on State Budgets	Dave Beauleiu 543-8811 db32@uw.edu	Sarah Garland 543-8472 sarah67@uw.edu
Tax Issues Unrelated Business Income Tax Tax incentive programs Sales tax on sales of goods and services	Julia Shanahan 616-3003 jeshana@uw.edu	Rachel Wipf 221-3342 pittr@uw.edu	http://f2.washington.edu/fm/tax/home

Pay for Goods and Services

Subject	Primary	Backup	Weblink
Vendor Invoice Processing Payments to Individuals	Procurement Customer Service 543-4500 pcshelp@uw.edu	Robert Lee 543-8808 rlee75@uw.edu	http://f2.washington.edu/fm/ps/how-to-pay
Sales/Use Tax NRA & 1099	Rachel Wipf 685-0159 pittr@uw.edu	Julia Shanahan 616-3003 jeshana@uw.edu	http://f2.washington.edu/fm/tax/departments
Document Request (request for copies of invoices, checks and journal vouchers)	Procurement Customer Service 543-4500 pcshelp@uw.edu	Robert Lee 543-8808 rlee75@uw.edu	http://f2.washington.edu/fm/ps/sites/default/files/payables/docrequestform.pdf
Food for State & Self Sustaining Bdgts	Procurement Customer Service 543-4500 pcshelp@uw.edu		http://f2.washington.edu/fm/food-approval
Field Advances	Sarah Garland 543-8472 sarah67@uw.edu	TBD	http://f2.washington.edu/fm/bao/JV
Revolving Funds Journal Vouchers	Lori Hobson 543-9221 ljhobson@uw.edu	Sarah Garland 543-8472 sarah67@uw.edu	http:/f2.washington.edu/fm/bao/Rev-Funds
Procard	Aris Gempesaw 543-9183 arisg@uw.edu	Pramilla Chand 616-9021 pchand@uw.edu	http://f2.washington.edu/fm/ps/how-to-buy/procard
PAS Encumberance Liquidation	Procurement Customer Service 543-4500 pcshelp@uw.edu	Robert Lee 543-8808 rlee75@uw.e	http://f2.washington.edu/fm/ps/how-to-buy/purchase-order/liquidate-encumbrances
Check Disbursements	Procurement Customer Service 543-4500 pcshelp@uw.edu	Robert Lee 543-8808 rlee75@uw.e	http://f2.washington.edu/fm/ps/how-to-pay/payment-methods

Manage Investments/Consolidate Endowments

Subject	Primary	Backup	Weblink
Bonds, Debt	Chris Malins 616-1103 seamline@u.washington.edu	Wayne Sugai 616-3673 wsugai@u.washington.edu Ruchi Aggarwal 543-4991 aggarwal@u.washington.edu	http://www.washington.edu/admin/treasury/debtfin.htm
Debt Service Payments	Ruchi Aggarwal 543-4991 aggarwal@u.washington.edu	Chris Malins 616-1103 seamline@u.washington.edu
Gifts of Securities	Alana Askew 685-3814 alana01@u.washington.edu	Ann Sarna 616-1145 anyasar@u.washington.edu	http://www.washington.edu/admin/treasury/secgifts.htm
Endowment Reports	Ann Sarna 616-1145 anyasar@u.washington.edu	Lisa Edlin 685-8030 lmedlin@u.washington.edu	http://www.washington.edu/admin/treasury/reports.htm
Endowment Distributions	Ping Tan 543-3530 pingtan@u.washington.edu	Lisa Edlin 685-8030 lmedlin@u.washington.edu	http://www.washington.edu/admin/treasury/distributions.htm
Invested Fund Distributions	Lisa Edlin 685-8030 lmedlin@u.washington.edu	Ann Sarna 616-1145 anyasar@u.washington.edu	http://www.washington.edu/admin/treasury/invfds.htm

Manage Grants and Contracts

http://www.washington.edu/research/gca/office/

http://www.washington.edu/research/maa/

Subject	Primary	Backup	Weblink
American Recovery and Reinvestment Act (ARRA) --Research	Team ARRA uw-arra@uw.edu	Tami Sadusky 543-8952 tamis@u.washington.edu	http://www.washington.edu/research/gca/recovery/
American Recovery and Reinvestment Act (ARRA) --Non-Research	Jeff Follman 543-3708 jfollman@uw.edu	Dan Schaaf 685-6423 schaaf@uw.edu	http://www.washington.edu/research/gca/recovery/
Grant, contract, or gift budget set-up and changes	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu	http://www.washington.edu/research/gca/webpage/indexex.html http://www.washington.edu/research/gca/webpage/indexex.html#Request
Grant, contract, or gift invoicing, reporting, or closing	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu	http://www.washington.edu/research/gca/webpage/indexcom.html http://www.washington.edu/research/gca/webpage/indexcom.html#Reporting http://www.washington.edu/research/gca/webpage/indexcom.html#Closing
Post Award Financial Compliance	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu
Cash issues including e-transfers, or wires for Grant Contracts and Gifts	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu	http://www.washington.edu/research/gca/webpage/indrecfnds.html http://gcaserver.finance.washington.edu/gca/Idwires.asp
Faculty effort reporting or faculty cost sharing	Suzette Ashby 685-7395 suzette@u.washington.edu	Mike Anthony 616-1379 mda1213@u.washington.edu Cristi Chapman 543-9985 cristic@u.washington.edu Ted Mordhorst 616-8678 tedm2@u.washington.edu	http://www.washington.edu/research/maa/fec/index.html http://www.washington.edu/research/gca/webpage/indscost.html
Non-faculty cost sharing e.g. third party services, supplies non-faculty effort	GCA Help 616-9995 gcahelp@uw.edu	Ted Mordhorst 616-8678 tedm2@u.washington.edu	http://www.washington.edu/research/gca/webpage/indscost.html
Service centers (recharge and cost centers)	Danel Phelps 897-1425 danelp@u.washington.edu	Mike Anthony 616-1379 mda1213@u.washington.edu Cristi Chapman 543-9985 cristic@u.washington.edu Joe Nalley 616-8490 jwfn@u.washington.edu	http://www.washington.edu/research/maa/recharge/index.html
F & A (indirect cost) rate proposal (includes questions involving space functionalization)	Cristi Chapman 543-9985 cristic@uw.edu	Mike Anthony 616-1379 mda1213@uw.edu Brion Norton 543-8282 brionn@uw.edu Devon Rosencrans 616-8490 devonr@uw.edu Hank Williams 616-2069 hankwil@uw.edu	http://www.washington.edu/research/maa/fa/index.html
F & A (indirect cost) on grants	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu	http://www.washington.edu/research/gca/spend/indirectcost.html
Food Policy - Grant, Contract and Gift Budgets	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu	http://www.washington.edu/research/gca/class/food-approval.html
CTI Authority Grant, Contract & Gift Budgets	GCA Help 616-9995 gcahelp@uw.edu	Kirsten DeFries 543-2597 kirsten5@u.washington.edu
RTE (request to transfer expenses)	GCA Help 616-9995 gcahelp@uw.edu	Ted Mordhorst 616-8678 tedm2@u.washington.edu	http://www.washington.edu/research/osp/gim/gim15.html http://www.washington.edu/research/osp/gim/gim15.html
Equipment Inventory	Erin Fay 543-9859 erinfay@uw.edu	Anne Lawson 685-4614 alawson@u.washington.edu	http://www.washington.edu/admin/eio/homepage/index.html

Manage Real Estate

Subject	Primary	Backup	Weblink
Leasing Space in US	Gloria Fletcher gfletch@uw.edu 206-616-3796	Rada Bounyarith radab@uw.edu 206-616-0842	http://f2.washington.edu/treasury/reo/departments/new-leasing-process
Leasing Space Internationally	Ron Oestreich ronaldso@uw.edu 206-616-3416	Gloria Fletcher gfletch@uw.edu 206-616-3796	http://f2.washington.edu/treasury/reo/departments/outsideUS
Paying Rent	Adam Pierce apierce@uw.edu 206-616-3750	Anna Evans aevans@uw.edu 296-616-3470	http://f2.washington.edu/treasury/reo/departments/rent
Tenant Needs - UW departments Currently in Leased Space	Jeremy Eknoian jeknoian@uw.edu 206-616-3421	Ben Newton benewton@uw.edu 206-221-0958	http://f2.washington.edu/treasury/reo/departments/current
UW-Owned Property: Leasing, Buying, Selling and Obtaining Access	Gloria Fletcher gfletch@uw.edu 206-616-3796	Steve Kennard skennard@uw.edu 206-616-3424	http://f2.washington.edu/treasury/reo/home
Gifts of Real Estate/Donating Property to the University	Gary Eng geng@uw.edu 206-616-3415	Gloria Fletcher gfletch@uw.edu 206-616-3796	http://f2.washington.edu/treasury/reo/donating

Purchase Goods and Services

Subject	Primary	Backup	Weblink
General Buying	Ray Hsu 543-0793 rayhsu@uw.edu	Kathryn Harrington 543-5322 harringt@uw.edu	http://f2.washington.edu/fm/ps/how-to-buy
Import/Exports	Candee Plog 543-3017 cplog@uw.edu	Kassy Ellefson ellefson@uw.edu	http://www.washington.edu/admin/purchstores/home_commodity/foreign.html
Strategic contracts (campus-wide)	Ray Hsu 543-0793 rayhsu@uw.edu	Kathryn Harrington 543-5322 harringt@uw.edu	http://f2.washington.edu/fm/ps/strategicsourcing
Consulting	Kathryn Harrington 543-5322 harringt@uw.edu	Dawn Lake 543-0814 dawnlake@uw.edu
Hotels/Conferences	Sophia Meyering 543-5833 sophiam@uw.edu	Kassy Ellefson 543-5827 ellefson@uw.edu
Catering	John Whitney 543-0097 jbwhit@uw.edu	Dawn Lake 543-0814 dawnlake@uw.edu	http://f2.washington.edu/fm/ps/how-to-buy/catering
Household Moves	Ping Huang 616-5946 pingh@uw.edu	Tu Pak 221-5486 tupak@uw.edu	http://f2.washington.edu/fm/ps/moving-expenses
Equipment Leases through Office of State Treasurer	Ray Hsu 543-0793 rayhsu@uw.edu
Computer Equipment Purchases Indemnity and IP Rights	John Lowdon 221-2413 jlowdon@uw.edu	Ray Hsu 543-0793 rayhsu@uw.edu
Furniture	Susan Malysiak 543-3854 smaly@uw.edu	John Whitney 543-0097 jbwhit@uw.edu	http://f2.washington.edu/fm/ps/furniture
Procurement Data Reports	Deb Dwyer 543-5838 dpdwyer@uw.edu		http://f2.washington.edu/fm/ps/tools-for-reconciling/financial-reports
Systems (PAS)	Procurement Customer Service 543-4500 pcshelp@uw.edu		http://www.washington.edu/admin/adminsystems/PAS/
eProcurement- technical	Laurie Hunt 685-3566 lahunt@uw.edu	eProcurement help desk 685-3558 eprocure@uw.edu	http://f2.washington.edu/fm/ps/ecommerce/eprocurement
ProCard	Aris Gempesaw 543-9183 arisg@uw.edu	Pramilla Chand 616-9021 pchand@uw.edu	http://f2.washington.edu/fm/ps/how-to-buy/procard
Travel Card & Central Travel Accounts	Katherine Wu 543-0825 yabonunu@uw.edu	Pramilla Chand 616-9021 pchand@uw.edu	http://f2.washington.edu/fm/ps/corporate-travel-services

Collect Tuition and Pay Scholarships, Fellowships/Manage Cash/Petty Cash

Subject	Primary	Backup	Weblink
Invoice Receivables	Nancy Hurja 221-5961 nhurja	Andrew Monusko 616-7070 amonusko	http://www.washington.edu/admin/finmgmt/sfs/cash/invoice.html
Student Database Operation/Access	Paige Hamlin 221-5971 phamlin	Andrew Monusko 616-7070 amonusko
Student database - Billing Questions	Marisa Martin 221-5950 ammartin	Elsie Cabanilla 221-5954 elsiec@uw.edu	http://www.washington.edu/students/sfs
Credit Card Processing	Andrew Monusko 616-7070 amonusko	TBD	http://www.washington.edu/admin/finmgmt/sfs/cash/creditcards.html
Tuition Rates	Paige Hamlin 221-5971 phamlin	Andrew Monusko 616-7070 amonusko	http://www.washington.edu/students/sfs/sao/tuition/rates.html
IRD/POP (point of purchase)/ARC (accounts receivable entry)	Mark Brady 221-5952 bradyma	Andrew Monusko 616-7070 amonusko	http://www.washington.edu/students/sfs/sao/tuition/pay.html#tperson
Collections	Andrew Monusko 616-7070 amonusko	Nancy Hurja 221-5961 nhurja
Cashiering/deposits	Marisa Martin 221-5950 ammartin	Elsie Cabanilla 221-5954 elsiec@uw.edu	http://www.washington.edu/admin/finmgmt/sfs/cash/cash.html
Bankruptcy	Andrew Monusko 616-7070 amonusko	Nancy Hurja 221-5961 nhurja	http://www.washington.edu/students/sfs/banko.html
Loans	Katie Anderson 221-5953 katiema@uw.edu	Marisa Martin 221-5950 ammartin	http://f2.washington.edu/fm/sfs/student/sign
ASE aka TARA (academic student employees)	LiChang Wong 221-2621 lichang	Marisa Martin 221-5950 ammartin	http://opb.washington.edu/node/13
Petty Cash	Elsie Cabanilla 221-5954 elsiec@uw.edu	Marisa Martin 221-5950 ammartin	http://www.washington.edu/admin/finmgmt/sfs/cash/pettycash.html
Departmental Scholarships	Kyra Worrell 616-0305 kyraw@uw.edu	LiChang Wong 221-2621 lichang	http://f2.washington.edu/fm/sfs/dept/scholarship-fellowship

Manage Risk, Insurance

Subject	Primary	Backup	Weblink
Claims	Shari Spung 616-3455 sspung@u.washington.edu	Kelly Williams 616-7510 kwilliam@u.washington.edu	http://f2.washington.edu/treasury/riskmgmt/claim
UCIRO (University Complaint Investigation and Resolution Office)	Jill Beaver Lee 616-5713 jbeaver@u.washington.edu	Kristi Johnson 616-4714 kristij@u.washington.edu	http://f2.washington.edu/treasury/riskmgmt/UCIRO
Insurance Coverage	Becky Bullock 543-2033 bbullock@u.washington.edu	Carolyn Wenzl 543-3419 carolwen@u.washington.edu	http://f2.washington.edu/treasury/riskmgmt/

Food Approvals

Subject	Primary	Backup	Weblink
Food Approvals	Procurement Customer Service 543-4500 pcshelp@uw.edu		http://f2.washington.edu/fm/food-approval

Printing

Subject	Primary	Backup	Weblink
Account Managers	Jessica Colinares 685-0145 pharr@uw.edu	Maggie Keech 543-1446 maggiek@uw.edu	http://f2.washington.edu/fm/c2/project-management/account-managers
Digital Color and Black & White Printing	Steven Varga 897-1833 svarga@uw.edu	Michele Mancuso 543-0774 mancuso@uw.edu	http://f2.washington.edu/fm/c2/services/printcopy
Wireless Printing	Lonnie Eisenbarth 221-2429 lonniee@uw.edu	Dean Rieck 221-4959 ddrieck@uw.edu	http://f2.washington.edu/fm/c2/services/dawgprints
Print Purchasing	Jessica Colinares 685-0145 pharr@uw.edu	Maggie Keech 543-1446 maggiek@uw.edu	http://f2.washington.edu/fm/c2/services/printcopy

Copy Services

Subject	Primary	Backup	Weblink
Departmental copier/printer program	Armand Bulaoro 543-3233 almond@uw.edu	Shaun Stoddard 685-9849 sts3@uw.edu	http://f2.washington.edu/fm/c2/services/printcopy/departmental-copier-program
Copyright Clearance	Otis Smith 616-3266 obsmith@uw.edu	Corey Ovendale 685-1749 ovendale@uw.edu	http://f2.washington.edu/fm/c2/services/printcopy/course-packs
Course Packs	Mahmoud Zubeidi 543-9630 mzubeidi@uw.edu	Patrick McNelly 616-2809 bogeyman@uw.edu	http://f2.washington.edu/fm/c2/services/printcopy/course-packs
Library and Lab Printing	Lonnie Eisenbarth 221-2429 lonniee@uw.edu	Dean Rieck 221-4959 ddrieck@uw.edu	http://f2.washington.edu/fm/c2/services/dawgprints

Design and Web Services

Subject	Primary	Backup	Weblink
Web Design and Implementation	Nigel Heinsius 543-2497 heinsius@uw.edu	Brian Vogt 543-3099 bvogt@uw.edu Rich Burmeister 221-3146 bmeister@uw.edu	http://f2.washington.edu/fm/c2/services/web
Graphic Design	John Linse 685-7074 jlinse@uw.edu	Karin Mellskog 543-8652 mellskog@uw.edu	http://f2.washington.edu/fm/c2/design
Creative Consultant Services	Jessica Colinares 685-0145 pharr@uw.edu
Business Stationery	Michele Mancuso 543-0774 mancuso@uw.edu		http://f2.washington.edu/fm/c2/online-ordering
Maps & Calendars	Michele Mancuso 543-0774 mancuso@uw.edu	Jessica Colinares 685-0145 pharr@uw.edu	http://f2.washington.edu/fm/c2/online-ordering

Trademarks and Licensing

Subject	Primary	Backup	Weblink
Use of Trademarks	Kathy Hoggan 543-0775 khoggan@uw.edu		http://depts.washington.edu/uwlogos/
Licensed Trademarked Products	Kathy Hoggan 543-0775 khoggan@uw.edu		http://depts.washington.edu/uwlogos/
UW License Plate Program	Kathy Hoggan 543-0775 khoggan@uw.edu	Samantha Harasen 543-0773 srbaker@uw.edu	http://uwfoundation.org/license_plates/license_plates.asp

Mailing Services

Subject	Primary	Backup	Weblink
Postal Rates	Steven Roberts 616-9011 stevenr@uw.edu	Marco Solis-Bethancourt 543-7862 msolisb@uw.edu	http://www.usps.com/rates/welcome.htm
Campus Box # Assignments	Steve Mounce 543-7864 myoliver@uw.edu	Sam Somphet 616-2688 ssomphet@uw.edu Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/mailing
Mailing Lists	Charlie Jones 543-4944 charliej@uw.edu	Embay Lee 221-5859 embay@uw.edu Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing/lists
Mail Preparation (bulk mail)	Charlie Jones 543-4944 charliej@uw.edu	Embay Lee 221-5859 embay@uw.edu Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing/mail-preparation
Accountable Mail	Steve Mounce 543-7864 myoliver@uw.edu	Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing/special-services
Expedited Package Delivery	Steve Mounce 543-7864 myoliver@uw.edu	Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing/special-services
Campus Mail Pickup/Delivery	Steve Mounce 543-7864 myoliver@uw.edu	Steven V. Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing/mail-delivery-pickup
Outgoing US and International Mail	Marco Solis-Bethancourt 543-7862 msolisb@uw.edu	Dora Rivera 543-1473 riverad@uw.edu Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing
UW Tower Mail & Receiving	Doug Stevens 685-9591 dds4@uw.edu	Steve Mounce 543-7864 myoliver@uw.edu Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing
Budget Number Barcodes	James Naumann 616-2633 astroboy@uw.edu	Steven Roberts 616-9011 stevenr@uw.edu	http://f2.washington.edu/fm/c2/services/mailing/budget-number-barcodes
NEW Mail Truck Sign Advertising	Steven Roberts 616-9011 stevenr@uw.edu	James Naumann 616-2633 astroboy@uw.edu	http://f2.washington.edu/fm/c2/mailing/transit-messaging-program

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