Responsibility: Units
Prepared by: FOT
Work Instruction Number: WI-CP-01
As the project’s final expiration date approaches, the unit must take the following steps:
- Finalize any expenditures needed to complete the project.
- Advise the subawardees that the award is drawing to a close/provide a timeline for receiving the final invoice
- Review personnel to determine status and actions to be taken (termination, reassignment, etc)
- Close out blanket orders and other encumbrances
- Notify recharge centers of the date the account’s spending authority ends
- Confirm that all After-The-Fact Review Reports have been certified
- Confirm with PI that the work is complete
- Confirm that all deliverables (reports, systems, parts, etc.) have been met or will be met by the due date.
- Verify and document that all 3rd party cost sharing has been fulfilled
- Reconcile all accounts set up under the award and let the AMT GCO when the account is ready to close.
- Retain audit documentation for both financial and technical requirements under the award. See the Financial Accountability Sitelet’s Audit Readiness tab for additional information.