Close Out Project >
Closeout Project
Responsibility: Units
Prepared by: RAS
Work Instruction Number: WI-CP-01

 

As the project's final expiration date approaches, the unit must take the following steps:

  1. Finalize any expenditures needed to complete the project.
  2. Advise the subawardees that the award is drawing to a close/provide a time line for receiving the final invoice
  3. Review personnel to determine status and actions to be taken (termination, reassignment, etc)
  4. Close out blanket orders and other encumbrances
  5. Notify recharge centers of the date the account's spending authority ends
  6. Confirm that all After-The-Fact Review Reports have been certified
  7. Confirm with PI that the work is complete
  8. Confirm that all deliverables (reports, systems, parts, etc.) have been met or will be met by the due date.
  9. Verify and document that all 3rd party cost sharing has been fulfilled
  10. Reconcile all accounts  set up under the award and let the AMT GCO when the account is ready to close.
  11. Retain audit documentation for both financial and technical requirements under the award. See the Financial Accountability Sitelet's Audit Readiness tab for additional information.
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