| Closing of Accounts |
OGRD |
SPS |
PI |
DEPT |
DEAN |
RCO |
| |
|
X |
|
|
|
|
- Determine whether there are
unresolved items that need to be resolved before closing
account and communicate to impacted parties
|
|
X |
|
|
|
|
- Ensure expenditures/cost transfers
have been posted to accounts (SEE
NOTE 8)
|
|
X |
|
X |
|
|
- Prepare consolidated report
|
|
X |
|
|
|
|
- Resolve issues related to
unreconciled accounts (SEE
NOTE 8)
|
|
X |
|
X |
|
|
- Oversee the resolution of
unreconciled accounts and make necessary entries for unreconciled
accounts that are 12 months past end date
|
|
|
|
|
|
|
- Prepare and submit financial
reports, invoices, property reports, and patent reports
in accordance with award terms and conditions
|
|
X |
|
|
|
|
- Ensure that all technical
reports have been submitted to sponsor
|
|
|
X |
|
|
|
- Ensure that all final invention
reports have been submitted to sponsor
|
|
X |
X |
X |
|
|
- Ensure that WSURF has submitted
all patent reports to sponsor
|
|
|
X |
|
|
|
- Inactivate award account(s)
in financial accounting system
|
|
X |
|
|
|
|
- Maintain official award documents
for sponsored projects
|
|
X |
|
|
|
|
- Assumes accountability
for overdrafts, deficits, uncollectibles, and/or disallowances
that occur under a grant or contract account.
|
|
|
X |
|
|
|
- Consults with principal
investigator concerning the resolution of an overdraft,
deficit, uncollectible, and/or disallowance incurred under
a grant or contract account and is responsible for settling
the problem. In the case of uncollectibles and/or disallowances
it may be necessary to communicate with SPS for assistance
in obtaining an appropriate resolution.
|
|
|
|
X |
X |
|
