closeout report (acr), the final countdownacr...what happens after you send the automated closeout...
TRANSCRIPT
Cindy Panchisin, Assistant Director, Sponsored Research Accounting - 831-8001
Sponsored Research Accountants (SRA’S)
• Susan Bledsoe - 831-0446
• Anita Crocker - 831-8625
• Sharon Flynn - 831-7223
• Susan Tkachick - 831-8578
• Jill Vamos - 831-8176
THE FINAL COUNTDOWN – 8! REVIEW TRANSACTIONS TO IDENTIFY
POTENTIAL ISSUES – STRINGENT SPONSOR REGULATIONS
– IMMEDIATE INVOICE DEADLINE
– SUBCONTRACT(S)
– FOREIGN TRAVEL
– MEALS
– NUMEROUS AFTER END DATE TRANSACTIONS
THE FINAL COUNTDOWN – 6! PREPARE AND SEND LIST OF ADDITIONAL
QUESTIONS
After End Date backup
still needed
Remove Unallowables
Meal backup
Fly America Checklist
Budget Restrictions
Inventions
THE FINAL COUNTDOWN – 4! PREPARE & SUBMIT FINAL SPONSOR REPORTS
NOTIFY BILLING TO SEND OUT FINAL INVOICE
ADD (D), (P) or (C) TO SHORT TITLE
UPDATE OTHER REQUIRED FIELDS
THE FINAL COUNTDOWN -0! BLAST OFF
INACTIVATION!
- AWARD
- PROJECT
- PURPOSE
- CONTRACT (FOR BILLING)
PREPARE FILE FOR ARCHIVES
OOPS, MISSION SCRUBBED!
CONTACTED BY ANOTHER SPONSOR, THEY NEED CLOSEOUT DONE NOW, OR THEY WON’T PAY US
SCRUBBED
AND SIMULTANEOUSLY, DURING
CLOSEOUT ACTIVITY, THE SRA’S ALSO:
• SUBMIT INTERIM REPORTS (QUARTERLY, SEMI-ANNUAL, OR ANNUAL)
• REVIEW AND APPROVE 90 DAY JV’S
• ATTEND OR PROVIDE TRAINING
• ANSWER DAILY QUESTIONS – FROM SPONSORS, MANAGERS, COLLEAGUES
• MONITOR CLOSED AWARDS, PENDING INACTIVATION
DON’TS
• Don’t - Ignore the ACR when it is close to or past the due date, keep us informed
• Don’t – Hold the ACR for the Final Tech Report
• Don’t – Send the ACR partially completed
• Don’t – Suffer in silence!
DO’S
• Do – Call us if you have any questions
• Do – Contact us if a priority needs to be changed
• Do – Ensure that your backup documentation is clear and organized
• Do – Let us know if you are overwhelmed and need assistance determining priorities