Our Services

A vital, growing, and financially stable organization with a budget of approximately $85 million and more than 600 employees, PHI provides high quality technical, administrative and management services to our many programsall for a very low, very competitive Indirect Cost (IDC)/ Facilities and Administrative cost (F&A) rate. PHI central administration is staffed by qualified, experienced and dedicated personnel with a depth of public health and non-profit business experience. 

During its more than 50 years of operation, PHI has managed hundreds of projects and programs ranging from small task order contracts to large, multi-site research programs with national and international significance. PHI has twice been named a 'Best Nonprofit to Work For.'

As a fiscal sponsor, PHI does not provide funding to programswe provide the services and support to help them manage their awards and funding efficiently and cost-effectively. Fiscally sponsored programs develop and execute their own fundraising plans while at the Public Health Institute. PHI has a small development team that supports PHI programs as they develop and submit proposals, identifies and shares potential funding opportunities, and provides advice and resources on strategic approaches to funding based on our relationships with hundreds of federal, private and corporate funders.

 

Find out more about the services offered to programs of the Public Health Institute.

 
HUMAN RESOURCES

PHI's HR department is made up of dedicated professionals who work with you to meet a variety of HR needs, including employee and program relations, performance management, and professional development. We are fully equipped to meet HR standards around the globe.  PHI program support includes:

  • New employee needs: We'll help you quickly and reliably advertise, recruit, hire, and onboard employees.

  • Competitive benefits: Retain your team with affordable, comprehensive and competitive benefit packages, healthcare and/or dependent care flexible spending account plans, a tax-deferred 403(b) retirement plan, commuter benefits, extensive work/life, financial and legal services from an employee assistance program, and more. PHI makes generous employer contributions to all employee retirement plan accounts,

  • Payroll and compensationPHI's HR department administers payroll, provides support and guidance for compensation practices, coordinates leave management, supports managers and employees on performance management and conflict resolution, and provides administration for EEOC compliance.

  • Professional development & training opportunities: Build staff capacity through a PHI Management Training Certificate Program and online and in-person trainings to strengthen management skills. HR provides required compliance trainings, along Career & Development Planning, Retirement Planning and more.

 
GRANTS & CONTRACTS MANAGEMENT

Our Grants and Contracts (G&C) department works to effectively and smoothly support post-award administration needs for PHI programs. We provide tailored program support that finds the most effective path to achieving program goals while meeting funder and compliance expectations. G&C works in partnership with the Principle Investigator/ Program Director (PI/PD) and program staff to manage compliance aspects of award implementation and financial management—from inception to closeout. Program support includes:

  • Grants & contracts administration: Understand and comply with award requirements including the terms and conditions, scope of work and budget. A dedicated G&C specialist supports the PI/PD to develop spending plans and shares operational and compliance best practices relevant to each program’s unique award portfolio.

  • Transaction review: G&C reviews financial and contractual transactions for award compliance, provides budget authorization for new hires, processes accounts payable and accounts receivable invoices, provides support with audit management and assists in executing agreements with outside parties and monitor subrecipients.

  • Generating reports for key audiences: G&C generates and submits financial reports to funders and ensure that systems are in place to meet other funder and regulatory compliance requirements.

BID & PROPOSAL

PHI's Bid and Proposal department (B&P) prepares, completes, reviews and submits of federal, state, and foundation grant and contract applications, inculding RFP review, donor compliance, budgeting, and proposal accuracy. The department supports programs in gathering and reviewing materials for proposed subrecipients and contractors. 

 

Although programs and Principal Investigators/Program Directors are responsible for bringing in funding for their work, PHI provides development support, which precedes and coordinates with the support provided from the B&P department, such as proposal reviews and coordination, working with programs to develop and refine proposal ideas, and create new, strategic programmatic opportunities. Program support includes:

  • Funding compliance: Our B&P team understands the need for strict funder compliance, and is able to work with you to ensure that your submission meets guidelines and exceeds expectations. 

  • Quick turn-around: Proposal timelines are developed in conjunction with program staff ensuring adequate time and flexibility to meet the program’s need as well as ensure on-time submission. The lead time for all final materials is three days prior to deadline.

  • Funder engagement: PHI staff can support you to develop talking points for funders, perfect your funding pitch, and develop strategies for capitalizing on funding opportunities. 

 
 
FINANCE & ACCOUNTING

PHI’s Finance and Accounting department manages the money of the Public Health Institute and its programs, ensuring financial compliance and performing over 15,000 accounting transactions every year. The finance department manages banking and credit relationships, oversees the audits of our financial statement and 403b plan, and prepares PHI’s annual Federal Form 990 filing and all other state and local filings. PHI has a history of receiving unqualified opinions on its audits—an important designation that indicates financial compliance and transparency, and which makes PHI competitive for federal and other funding streams. Program support includes:

  • Accounts payable: Weekly processing of payment requests ensures timely payment to suppliers and employees either through check, ACH or wire transfer.

  • Cash receipts: Daily processing and posting of cash receipts. Principal Investigators/Program Directors can determine if funds have been received.

  • Financial reporting: Timely financial reporting of each program  ensures up-to-date information is available for Principal Investigators/Program Directors.

  • Cash flow: PHI's Finance department manages monthly invoices for all programs. Cash flow for individual programs may vary month to month; PHI's financial team works with programs and funders to ensure monthly payments are met, providing more stability and security.

OPERATIONS

PHI’s Operations department provides program management support, including contracting, regulatory risk and compliance. The Operations department provides regular orientations, training, policy updates and support to ensure staff are fully prepared and compliant. Program support includes:

  • Office leasing: Streamlining and management of all program office leases, extensions, negotiations, and modifications through PHI’s central real estate brokerage firm.

  • Partners and contracting: PHI’s Agreements team ensures that contracts with sub-awards, suppliers, vendors, independent contractors, consultants and partners are compliant with funders’ requirements as well as all applicable laws, federal rules and regulations. Standardized templates ensure timely and efficient processing so programs and their partners can focus on implementation.

  • Risk management & insurance coverage: The Operations department helps programs to anticipate, identify, and guard against legal and regulatory risks and other potential concerns in the U.S. and abroad. Our team helps programs determine the insurance or policies required by awards, and manages PHI’s overall portfolio of insurance coverage to ensure against duplication of coverage and provide economies of scale across programs.

  • Global operations: Our team provides global compliance and management for OCONUS program infrastructure, including guidance and advice for how to hire or engage foreign partners, consultants, workers or employeesas well as oversight of foreign payments, bank accounts, registration, subsidiaries, and liaison offices.

 
 
OTHER SERVICES

PHI provides other services to programs including:

  • Executive leadership

  • In-house Institutional Review Board services

  • Comprehensive Ethical Conduct of Research program 

  • Public policy, legislative and advocacy

  • General counsel support

  • Communications support

  • Information Technology

MORE FROM OUR PROGRAM DIRECTORS

“I firmly believe that PHI works to ensure that we are able to meet our mission, goals and opportunities for growth.” 

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© 2018 PUBLIC HEALTH INSTITUTE

www.phi.org   |   Headquarters: 555 12th Street, 10th Floor Oakland, CA 94607

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