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Compliance protocols MUST be approved and linked in SeRA to a SPO project record prior to award acceptance. 

See ORA's Award Acceptance Resources for additional information.

Project Maintenance for the Life of the Award

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Perform the necessary maintenance.  Keep that project running smoothly and it will take you where you need to go!

Departmental Research Administrator Action Items:


(Fill up the tank, vacuum, wash and wax)

  • Confirm what you set up actually occurred

Make adjustments as needed

  • Communicate status of the account to the PI(s)

Monthly Review Checklist


(Minor service:  change the oil, rotate the tires, check the fluids and battery)

  • Confirm what you set up actually occurred

Make adjustments as needed

  • Look at the expenditure burn rate and trends
  • Make any who and what adjustments
  • If interim reports are required, check to be sure they are on track to be submitted
  • Review cost sharing, as applicable
  • Review subawards, as applicable
  • Communicate status of account to the PI(s)
  • Review and certify expenditures in eCertification system

Quarterly Review Checklist


(Major service:  tune the engine, replace the belts and hoses, change the air filter and spark plugs)

  • Review PI and Key Personnel effort
  • Long range trend analysis

How do projections for the next year look?

  • Verify all reports and deliverables have been completed or submitted
  • Verify any prior approvals were secured, including carry forward requests
  • Review cost sharing (expenditures and funding), as applicable
  • Review subawards, as applicable
  • Submit subaward change orders

Annual Review Checklist


Post Award School/Dept and OSR Roles and Responsibilities