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Project Maintenance for the Life of the Award

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

Departmental Research Administrator Action Items:

Monthly

(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

Quarterly

(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

Annually

(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