Financial Report – Roberts (Jan 2026)

Grant	Award	Budget	LTD Spend	Remaining	Utilization	Jan?	Notes
GR012147 TASK II VERNON	AWD-004600: CICOES	$1,182,294	$1,182,080	(265.23)	100%	—
GR013472 SG ROBERTS SFA15	AWD-007435: SEA GRANT 2022-24	$153,450	$152,496	954.27	99%	—	Award line closed – ready for closeout.
GR014801 TASK II SEQ TECHNIQUES	AWD-004600: CICOES	$138,753	$125,300	10,531.86	90%	✅
GR015296 TASK II SEQ TECH PD	AWD-004600: CICOES	$92,234	$93,661	(1,426.89)	OVER	✅	⚠ Over budget by $1,427
GR032859 UNSW-OYSTER	AWD-006084: UNSW-OYSTER	$90,255	$6,029	84,226.44	7%	—	⚠ Award ends in ≤120 days. Low spend (6.7%).
GR051223 Task II Shellfish	AWD-004600: CICOES	$139,638	$135,412	3,204.23	97%	✅
GR054887 Eelgrass Cornell NSF	AWD-024308: Eelgrass_Cornell NSF	$97,183	$45,624	37,098.84	47%	✅
GR057688 Sensitive Detection	AWD-025063: Sensitive Detection	$37,059	$8,126	18,606.15	22%	—
GR057856 Task II Bio Sense	AWD-004600: CICOES	$128,136	$20,012	85,812.37	16%	—
GR061455 Task II CRAB 2025	AWD-024708: CICOES Renewal	$140,214	$35,232	63,465.90	25%	✅
GR061456 Task II REED 2025	AWD-024708: CICOES Renewal	$549,526	$55,139	305,428.69	10%	✅	Largest grant. Early in spend cycle (10%).
GR061459 Task II OLLIE 2025	AWD-024708: CICOES Renewal	$72,531	$0	57,564.00	0%	—	No spend to date.
GR061743 Roberts-WRAC-SOMI-YR1	AWD-021142: WRAC 23 – 33rd Renewal	$138,348	$9,734	128,380.13	7%	✅
GR062536 Packard Roberts	AWD-001012: PACKARD CHINA FISH	$119,928	$119,928	104,285.00	100%	—	Fully encumbered; $104,285 direct costs remain.
TOTAL (14 Grants)		$3,079,549	$1,988,772	1,090,776.58	64.6%

3 Individual Grant Details

GR012147 TASK II VERNON 100%

AWD-004600: CICOES | Start: 07/01/2020

Budget
$1,182,294

LTD Spend
$1,182,080

Remaining
(265.23)

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$723,387	$710,462	12,925.32
Fringe Benefits	$191,977	$197,203	(5,226.19)
Other Direct Costs	$22,965	$30,494	(7,528.65)
F&A	$243,965	$243,921	43.64

GR013472 SG ROBERTS SFA15 99%

AWD-007435: SEA GRANT 2022-24 | Start: 02/01/2022

Budget
$153,450

LTD Spend
$152,496

Remaining
954.27

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$61,012	$54,724	6,288.34
Fringe Benefits	$14,023	$14,591	(567.62)
Other Direct Costs	$25,671	$28,754	(3,082.72)
F&A	$52,744	$54,428	(1,683.73)

Award line closed – ready for closeout.

GR014801 TASK II SEQ TECHNIQUES 90%

AWD-004600: CICOES | Start: 07/01/2020

Budget
$138,753

LTD Spend
$125,300

Remaining
10,531.86

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$79,613	$71,381	8,232.24
Fringe Benefits	$19,585	$17,694	1,891.07
Other Direct Costs	$10,923	$10,514	408.55
F&A	$28,632	$25,711	2,920.77

GR015296 TASK II SEQ TECH PD OVER

AWD-004600: CICOES | Start: 07/01/2020

Budget
$92,234

LTD Spend
$93,661

Remaining
(1,426.89)

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$65,508	$66,779	(1,271.36)
Fringe Benefits	$16,115	$16,106	8.62
Other Direct Costs	$0	$0	0.00
F&A	$10,611	$10,775	(164.15)

⚠ Over budget by $1,427

GR032859 UNSW-OYSTER 7%

AWD-006084: UNSW-OYSTER | Start: 05/02/2023

Budget
$90,255

LTD Spend
$6,029

Remaining
84,226.44

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$32,730	$2,505	30,225.47
Fringe Benefits	$10,408	$751	9,656.64
Other Direct Costs	$47,117	$2,773	44,344.33
F&A	$0	$0	0.00

⚠ Award ends in ≤120 days. Low spend (6.7%).

GR051223 Task II Shellfish 97%

AWD-004600: CICOES | Start: 07/01/2020

Budget
$139,638

LTD Spend
$135,412

Remaining
3,204.23

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$70,356	$66,285	4,070.81
Fringe Benefits	$21,318	$19,371	1,947.10
Other Direct Costs	$19,150	$21,814	(2,663.68)
F&A	$28,814	$27,942	871.82

GR054887 Eelgrass Cornell NSF 47%

AWD-024308: Eelgrass_Cornell NSF | Start: 09/16/2024

Budget
$97,183

LTD Spend
$45,624

Remaining
37,098.84

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$42,042	$19,868	22,173.98
Fringe Benefits	$8,372	$4,491	3,880.63
Other Direct Costs	$18,789	$7,745	11,044.23
F&A	$27,980	$13,519	14,460.54

GR057688 Sensitive Detection 22%

AWD-025063: Sensitive Detection | Start: 05/01/2025

Budget
$37,059

LTD Spend
$8,126

Remaining
18,606.15

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$18,071	$3,950	14,121.00
Fringe Benefits	$5,761	$1,276	4,485.15
Other Direct Costs	$0	$0	0.00
F&A	$13,227	$2,900	10,326.65

GR057856 Task II Bio Sense 16%

AWD-004600: CICOES | Start: 07/01/2020

Budget
$128,136

LTD Spend
$20,012

Remaining
85,812.37

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$77,449	$12,005	65,443.99
Fringe Benefits	$24,246	$3,878	20,368.38
Other Direct Costs	$0	$0	0.00
F&A	$26,441	$4,129	22,311.52

GR061455 Task II CRAB 2025 25%

AWD-024708: CICOES Renewal | Start: 07/01/2025

Budget
$140,214

LTD Spend
$35,232

Remaining
63,465.90

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$82,277	$22,000	60,276.98
Fringe Benefits	$26,401	$5,962	20,438.98
Other Direct Costs	$2,603	$0	2,603.00
F&A	$28,933	$7,270	21,662.85

GR061456 Task II REED 2025 10%

AWD-024708: CICOES Renewal | Start: 07/01/2025

Budget
$549,526

LTD Spend
$55,139

Remaining
305,428.69

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$328,056	$27,012	301,044.42
Fringe Benefits	$105,981	$8,725	97,256.22
Other Direct Costs	$2,095	$8,025	(5,930.06)
F&A	$113,394	$11,378	102,016.00

Largest grant. Early in spend cycle (10%).

GR061459 Task II OLLIE 2025 0%

AWD-024708: CICOES Renewal | Start: 07/01/2025

Budget
$72,531

LTD Spend
$0

Remaining
57,564.00

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$43,467	$0	43,467.00
Fringe Benefits	$13,691	$0	13,691.00
Other Direct Costs	$406	$0	406.00
F&A	$14,967	$0	14,967.00

No spend to date.

GR061743 Roberts-WRAC-SOMI-YR1 7%

AWD-021142: WRAC 23 – 33rd Renewal | Start: 09/01/2023

Budget
$138,348

LTD Spend
$9,734

Remaining
128,380.13

Jan Activity
Yes

Category	Budget	Spend	Variance
Personnel	$91,600	$1,767	89,833.26
Fringe Benefits	$25,248	$269	24,979.46
Other Direct Costs	$21,500	$7,698	13,801.78
F&A	$0	$0	0.00

GR062536 Packard Roberts 100%

AWD-001012: PACKARD CHINA FISH | Start: 03/13/2017

Budget
$119,928

LTD Spend
$119,928

Remaining
104,285.00

Jan Activity
None

Category	Budget	Spend	Variance
Personnel	$80,592	$0	80,592.00
Fringe Benefits	$23,693	$0	23,693.00
Other Direct Costs	$0	$0	0.00
F&A	$15,643	$15,643	0.00

Fully encumbered; $104,285 direct costs remain.

4 GR000453 – Faculty Research Cost Recovery

5 Key Takeaways & Action Items

Category	Sep	Oct	Nov	Dec	Jan	YTD
Materials	$0	$67	$0	$724	$340	$1,131
Professional Services	$45	$0	$92	$240	$197	$574
Total	$45	$67	$92	$964	$537	$1,705

Portfolio health: 14 grants with a combined budget of $3,079,549. Total LTD spend is $1,988,772 (64.6% utilized).
7 grants had January activity: TASK II SEQ TECHNIQUES, SEQ TECH PD, Shellfish, Eelgrass Cornell NSF, CRAB 2025, REED 2025, and WRAC-SOMI.
⚠ Over-budget: GR015296 (SEQ TECH PD) is over budget by $1,427 and GR012147 (VERNON) by $265. Review for possible budget adjustments.
⚠ UNSW-OYSTER (GR032859) has only spent 6.7% of its $90,255 budget and the award ends in ≤120 days. Accelerated spend or extension may be needed.
Task II OLLIE 2025 (GR061459) has $0 spend to date — confirm personnel/activities are on track to begin.
REED 2025 (GR061456) is the largest award ($549,526). At 10% utilized, it is early in its spend cycle as expected for a July 2025 start.
Packard (GR062536) is fully encumbered with $104,285 in direct costs remaining. No new charges in January.
Sea Grant (GR013472) award line has closed with $954 remaining — ready for closeout.
Cost Recovery (GR000453): balance of $43,053 after $1,705 YTD spend (~3.8% of starting balance).

Financial Report – Roberts, S.

1 Portfolio Summary (14 Grants + Cost Recovery)

2 Grant-Level Overview

3 Individual Grant Details

4 GR000453 – Faculty Research Cost Recovery

5 Key Takeaways & Action Items