{"id":255,"date":"2025-10-29T19:22:47","date_gmt":"2025-10-29T19:22:47","guid":{"rendered":"https:\/\/www.research.colostate.edu\/osp\/?page_id=255"},"modified":"2026-01-14T22:49:58","modified_gmt":"2026-01-14T22:49:58","slug":"account-setup-matrix","status":"publish","type":"page","link":"https:\/\/www.research.colostate.edu\/osp\/account-setup-award-administration\/account-setup-matrix\/","title":{"rendered":"Account Setup Matrix"},"content":{"rendered":"\n

Roles & Responsibility 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
Award Setup- Getting it Setup
\n<\/th>		Principal Investigator
\n<\/th>		Unit\/Department
\n<\/th>		College
\n<\/th>		OSP
\n<\/th>		Other Resources
\n<\/th>\n<\/tr>\n<\/thead>\n
Verify protocol approvals (e.g., IRB, IACUC, Export Control, Biosafety)
\n<\/td>		Assistance
\n<\/td>		Assistance
\n<\/td>		<\/td>OSP
\n<\/td>		<\/td>\n<\/tr>\n
Enter award and budget data in University systems
\n<\/td>		<\/td><\/td><\/td>OSP
\n<\/td>		<\/td>\n<\/tr>\n
Assign Project Number
\n<\/td>		<\/td><\/td><\/td>OSP
\n<\/td>		<\/td>\n<\/tr>\n
Provide Source Cost Sharing Account Information
\n<\/td>		Assistance
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td>\n<\/tr>\n
Set up Cost Sharing Account
\n<\/td>		<\/td><\/td><\/td>Primary
\n<\/td>		<\/td>\n<\/tr>\n
Request a Work-in-Progress (88) Account for Equipment Fabrication
\n<\/td>		Assistance
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		Primary
\n<\/td>		<\/td>\n<\/tr>\n
Set up Work in Progress (88) Account for Fabricated Equipment
\n<\/td>		<\/td><\/td><\/td>Primary
\n<\/td>		<\/td>\n<\/tr>\n
Request an Outgoing Subaward to be Initiated
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td>See https:\/\/www.research.colostate.edu\/osp\/subaward\/<\/a> for processes related to Outgoing Subawards<\/td>\n<\/tr>\n
Initiate an Outgoing Subaward
\n<\/td>		<\/td><\/td><\/td>Primary
\n<\/td>		<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
<\/div>\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
Award Administration- Certifying Effort
\n<\/th>		Principal Investigator
\n<\/th>		Unit\/Department
\n<\/th>		College
\n<\/th>		OSP<\/th>Other Resources
\n<\/th>\n<\/tr>\n<\/thead>\n
Complete effort reports in a timely manner
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td>Unit administrator provides pre-review in eCRT
\n<\/td>\n<\/tr>\n
Track current and pending effort commitments
\n<\/td>		Assistance
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
Ensure compliance with effort reporting policy
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n
Notify OSP of changes in effort requiring sponsor approval
\n<\/td>		<\/td>Primary
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
Request sponsor approval if effort changes and must have sponsor approval
\n<\/td>		<\/td><\/td><\/td>Primary
\n<\/td>		<\/td>\n<\/tr>\n
Understand and comply with sponsor requirements for notifications regarding changes in personnel activity
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n
Certify own effort and certifies staff effort or designates someone with a suitable means of verification that the work provided to certify staff
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n
Communicates with Project Directors on multidisciplinary\/multi institutional awards to ensure commitment of activity has been met
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
Notify department administrators to make accounting adjustments as needed and ensure that minimum mandatory requirements are met
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n
Provide notifications of reduction or charges in activity to departmental administrators
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
<\/div>\n\n\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Award Administration- Non-Financial Reporting
\n<\/th>		Principal Investigator
\n<\/th>		Unit\/Department
\n<\/th>		College
\n<\/th>		OSP
\n<\/th>		Other Resources
\n<\/th>\n<\/tr>\n<\/thead>\n
Identify programmatic reporting requirements and due date and prepare for submission
\n<\/td>		Primary<\/td><\/td><\/td>Assistance <\/td><\/td>\n<\/tr>\n
Annual and final technical report\/summary of research; notify OSP of submission
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
Quarterly, annual, or final property report
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
Identification and description of new technology, patents, inventions
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n
Submission of all technology, patent and invention reports
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td>CSU Ventures
\n<\/td>\n<\/tr>\n
Technology Control Plan reports when required
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td>Secure & Global Research
\n<\/td>\n<\/tr>\n
Maintain official copies of progress reports
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n
<\/div>\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
Award Administration- Managing Property
\n<\/th>		Principal Investigator
\n<\/th>		Unit\/Department
\n<\/th>		College
\n<\/th>		OSP<\/th>Other Resources
\n<\/th>\n<\/tr>\n<\/thead>\n
Review and understand sponsor’s property terms in the award (Each department should have an individual whose job scope includes property liaison.)
\n<\/td>		Primary
\n<\/td>		Assistance
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
For fabrications, submit fabrication request form and new chartfield request to Property Accounting Office (PAO)
\n<\/td>		<\/td>Primary<\/td><\/td><\/td><\/td>\n<\/tr>\n
Request prior approval from sponsor for equipment purchases, when required
\n<\/td>		<\/td><\/td><\/td>Primary
\n<\/td>		<\/td>\n<\/tr>\n
Request purchases in Marketplace and attach all relevant documentation
\n<\/td>		<\/td>Primary
\n<\/td>		<\/td><\/td>Procurement Services
\n<\/td>\n<\/tr>\n
Review and OK cost transfers involving equipment and property expenses
\n<\/td>		<\/td><\/td><\/td>Primary
\n<\/td>		<\/td>\n<\/tr>\n
Confirm receipt, functionality, and track government titled equipment purchases
\n<\/td>		Assistance
\n<\/td>		Primary
\n<\/td>		<\/td><\/td> Property Management (BFS)
\n<\/td>\n<\/tr>\n
Continually monitor location\/functionality of all equipment. Notify department property administrator of any changes. Department will notify appropriate office.
\n<\/td>		Primary
\n<\/td>		<\/td><\/td><\/td><\/td>\n<\/tr>\n
Update project records for government titled equipment
\n<\/td>		<\/td>Primary
\n<\/td>		<\/td><\/td><\/td>\n<\/tr>\n
Conduct annual and closeout inventory of government titled equipment
\n<\/td>		Primary
\n<\/td>		Assistance<\/td><\/td><\/td><\/td>\n<\/tr>\n
Request disposition of government or university titled equipment at closeout
\n<\/td>		Primary
\n<\/td>		Assistance<\/td><\/td><\/td><\/td>\n<\/tr>\n
Prepare and submit property reports to sponsor when needed
\n<\/td>		Assistance
\n<\/td>		Assistance<\/td><\/td>Primary
\n<\/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 & Responsibility Matrix<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":240,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"microsite":[],"class_list":["post-255","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/255","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=255"}],"version-history":[{"count":0,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/255\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/pages\/240"}],"wp:attachment":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/media?parent=255"}],"wp:term":[{"taxonomy":"microsite","embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/microsite?post=255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}