Roles and Responsibilities

Closeout

**Pre-Expiration Review**
OSR Accounting	DEPARTMENT	RMG
Transmits notifications of upcoming closeouts to departments, RMG, and/or OSR Contracts following the Closeout Strategy.	Tracks end dates of grant and contract awards.
	For awards where a no-cost extension is pending with the sponsor but is not yet confirmed in writing, completes an Early PTA Form (OSR Form 38) and forwards to RMG. Notifies OSR Closeout Accountant. Completion and approval of the No-Cost Extension Request Form does NOT remove an award from closeout.	Verifies that sponsor approval for the no cost extension is coming. Reviews and approves the Extended PTA Form. After routing through the SoM Controller's Office, forwards to OSR Account Setup or OSR Contracts as appropriate.

**Award Closeout**
DEPARTMENT	OSR Accounting
Finalizes expenditure review and completes any needed journals. Clears overdrafts to cost-sharing PTAs.
Works with OSR Accounting to close awards within 90 days of award end date.	Closes award within 90 days of award end date.

**Final Reports**
PI	RMG
Prepares and submits final progress, technical, patent, and/or invention reports to the sponsor as required per the terms of the award.	Provides institutional signature as needed on final reports. Responds to sponsor inquiries and requests for final reports.
	When PI reports inventions but does not provide information, RPM will obtain from OTL the docket numbers, titles, previous reporting dates to sponsor, etc. per sponsor's reporting requirements.
	Sends institutional files to OSR Accounting for consolidation with accounting files.