Closeout Strategy

Effective with awards ending March 30, 2006 and beyond, OSR has implemented a new closeout strategy aimed at facilitating the closeout process.   Cornerstones of the new approach include:

• more inclusive  (and earlier) notifications to campus about awards that are scheduled to close
• better guidance on problem areas and types of expenditures that typically need to be reviewed
• more active communication between OSR and departments during the award closeout period
• an escalation process to ensure timely problem resolution
• submission of final financial reports within agency due dates.

Announcements of New Strategy

• Memo to campus regarding the new strategy
  from the Dean of Research and Associate VP of Research Administration

Policy

• RPH 3.1 Updated Feb 1 2006

Notifications and Other Information

• Visual Representation of the Closeout Schedule (opens in Powerpoint)
• Advance Closeout Notification
• Advance Closeout Notification for Clinical Trial
• Award Closeout Notification
• 60-Day After Award End Date Closeout Notification
• 75-Day After Award End Date Closeout Notification
• 75-Day After Award End Date Closeout Escalation
• Contact and Escalation Process (opens in Excel)

Contact List
If you have questions about this new strategy, please don't hesitate to contact one of the following individuals: