Home Project Closeout Roles & Responsibilities Matrix
Project Closeout
Roles & Responsibilities Matrix
Project Closeout - Ending it Well | Principal Investigator | Unit/Department | College | OSP | Other Resources |
---|---|---|---|---|---|
Identify awards ready for closeout | Primary | Assistance | Assistance | ||
Review autogenerated closeout notices 90 days before project end date | Primary | Assistance | |||
Ensure expenditures/cost transfers have been posted to correct accounts in a timely manner (all cost transfers approved by OSP) | Primary | ||||
Ensure encumbrances (including subrecipient) have been reviewed/closed | Primary | ||||
Reconcile account to ensure Cost Sharing commitments have been fulfilled | Primary | Assistance | |||
Review system financial reports for allowable/budgeted expenses and resolve issues | Assistance | Primary | Assistance | ||
Confirm completion of subrecipients's work and approval of final invoice | Primary | ||||
Ensure receipt of subrecipient's final invoice & closeout of Subaward prior to closeout of Prime award | Primary | ||||
Transmit subrecipient closeout documents (to PI and then Agency's Certification) | Primary | ||||
Ensure final property inventory is complete and accurate | Primary | Property Management Office | |||
Identify any inventions and make disclosure to CSU Ventures/Technology Transfer Office | Primary | Assistance | STRATA | ||
Ensure all inventions/patents have been identified, included on forms, and forms signed/sent to OSP | Primary | Assistance | |||
Ensure that all required award technical reports have been submitted to sponsor and a copy has been provided to OSP | Primary | Assistance | |||
Verify final financials, final invoice, and payments received | Primary | ||||
Ensure that all Financial Reports have been submitted to sponsor and available for audit | Primary | All financial reports should be provided by OSP | |||
Maintain official financial documents for sponsored projects per Records Retention requirements | All | All | All | All |