{"id":252,"date":"2025-10-29T18:52:48","date_gmt":"2025-10-29T18:52:48","guid":{"rendered":"https:\/\/www.research.colostate.edu\/osp\/?page_id=252"},"modified":"2026-01-14T17:23:59","modified_gmt":"2026-01-14T17:23:59","slug":"project-closeout-matrix","status":"publish","type":"page","link":"https:\/\/www.research.colostate.edu\/osp\/financial-management-project-closeout\/project-closeout-matrix\/","title":{"rendered":"Project Closeout Matrix"},"content":{"rendered":"\n

Roles & Responsibilities Matrix<\/h2>\n\n\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Project Closeout – Ending it Well<\/th>Principal Investigator<\/th>Unit\/Department<\/th>College<\/th>OSP<\/th>Other Resources<\/th>\n<\/tr>\n<\/thead>\n
Identify awards ready for closeout<\/td>Primary<\/td>Assistance<\/td><\/td>Assistance<\/td><\/td>\n<\/tr>\n
Review autogenerated closeout notices 90 days before project end date<\/td>Primary<\/td>Assistance<\/td><\/td><\/td><\/td>\n<\/tr>\n
Ensure expenditures\/cost transfers have been posted to correct accounts in a timely manner (all cost transfers approved by OSP)<\/td><\/td>Primary<\/td><\/td><\/td><\/td>\n<\/tr>\n
Ensure encumbrances (including subrecipient) have been reviewed\/closed<\/td><\/td>Primary<\/td><\/td><\/td><\/td>\n<\/tr>\n
Reconcile account to ensure Cost Sharing commitments have been fulfilled<\/td><\/td>Primary<\/td><\/td>Assistance<\/td><\/td>\n<\/tr>\n
Review system financial reports for allowable\/budgeted expenses and resolve issues<\/td>Assistance<\/td>Primary<\/td><\/td>Assistance<\/td><\/td>\n<\/tr>\n
Confirm completion of subrecipients’s work and approval of final invoice<\/td>Primary<\/td><\/td><\/td><\/td><\/td>\n<\/tr>\n
Ensure receipt of subrecipient’s final invoice & closeout of Subaward prior to closeout of Prime award<\/td><\/td><\/td><\/td>Primary<\/td><\/td>\n<\/tr>\n
Transmit subrecipient closeout documents (to PI and then Agency’s Certification)<\/td><\/td><\/td><\/td>Primary<\/td><\/td>\n<\/tr>\n
Ensure final property inventory is complete and accurate<\/td>Primary<\/td><\/td><\/td><\/td>Property Management Office<\/td>\n<\/tr>\n
Identify any inventions and make disclosure to CSU Ventures\/Technology Transfer Office<\/td>Primary<\/td>Assistance<\/td><\/td><\/td>STRATA<\/td>\n<\/tr>\n
Ensure all inventions\/patents have been identified, included on forms, and forms signed\/sent to OSP<\/td>Primary<\/td>Assistance<\/td><\/td><\/td><\/td>\n<\/tr>\n
Ensure that all required award technical reports have been submitted to sponsor and a copy has been provided to OSP<\/td>Primary<\/td>Assistance<\/td><\/td><\/td><\/td>\n<\/tr>\n
Verify final financials, final invoice, and payments received<\/td><\/td><\/td><\/td>Primary<\/td><\/td>\n<\/tr>\n
Ensure that all Financial Reports have been submitted to sponsor and available for audit<\/td><\/td><\/td><\/td>Primary<\/td>All financial reports should be provided by OSP<\/td>\n<\/tr>\n
Maintain official financial documents for sponsored projects per Records Retention requirements<\/td>All<\/td>All<\/td>All<\/td>All<\/td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n

Other Matrix Resources <\/h2>\n\n\n\n
\n
Proposal Review & Submission Responsibility Matrix<\/a><\/div>\n\n\n\n
Proposal & Budget Development Responsibility Matrix<\/a><\/div>\n\n\n\n
Account setup & Award Administration Responsibility Matrix<\/a><\/div>\n\n\n\n
Account Receipt & Negotiation Responsibility Matrix<\/a><\/div>\n\n\n\n
Outgoing Subaward Responsibility matrix<\/a><\/div>\n\n\n\n
Financial Management Responsibility Matrix<\/a><\/div>\n\n\n\n
Project Closeout Responsibility Martrix<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Roles & Responsibilities Matrix<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":250,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"microsite":[],"class_list":["post-252","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/comments?post=252"}],"version-history":[{"count":0,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/252\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/250"}],"wp:attachment":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/media?parent=252"}],"wp:term":[{"taxonomy":"microsite","embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/microsite?post=252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}