Items are color-coded as to who is responsible. Maroon for ORSPA responsibilities, Gold for Unit responsibilities, and Grey for PI responsibilities that cannot be delegated to RA staff.

• ORSPA • Unit • PI

This involves post award project management from planning, financial management, monitoring progress, change requests through deliverables and end of obligation.
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1. Closeout project WI-CP-01 ••

As the project’s final expiration date approaches, the unit must follow these steps.

2. Submit final invoice and reports WI-CP-10 •

The purpose of this work instruction and relevant job aids are to document the process for preparing final invoices and financial reports. The process details the steps in preparing the backup documentation, completing the final invoice or financial report template, and processing the final account adjustments. The expectation is that all final invoices and financial reports are submitted by the sponsor’s due date. The Team Lead should be promptly notified in the event circumstances arise which prevent the final invoice or financial report from being submitted on-time.

3. Close and archive accounts WI-CP-20 •

This work instruction contains the following sections:

• Close Account
• Archive Project Documents