项目收尾
Post-Award analysts assist principal investigators with the tasks required for closing out their projects when they have completed their research. 保荐机构须 final progress and technical reports and deliverables when the research project is completed; failure to submit required reports in a timely manner could result in the sponsor denying payment of 研究基金会 invoices and could potentially jeopardize 来自赞助商的未来资金.
任务、里程碑和可交付成果
The completion of tasks, milest一个s, and specific deliverables must be evidenced by a report or a copy of the deliverable itself (if appropriate), to 研究基金会 建立正式的遵守记录.
PIs must work with their designated Post-Award analyst to ensure the following for 所有项目，包括涉及分奖项的项目：
- Any expense, budget, or management related issues are communicated to the designated 奖项结束前的奖项后分析师.
- The final invoice and financial report reflect all expenses to the project and are 在到期日之前提交给担保人.
- 分摊费用的资源已分配给该项目.
- All sponsor requirements (technical, programmatic, and financial) have been completed.
- Cash receipts for the final expenses have been reconciled in the accounting financial system and to the amount reported on the final report (Cash Receipts= 费用 = Final Report).
账户余额
The 研究基金会 does not allow overrun on the funded projects. 校长 investigator is responsible for ensuring that the project does not incur a deficit. If there is a deficit at the end of the project, the PIs must work with their college dean and department chair to identify other funding sources 填补赤字. The Pl, their college dean, and the department chair must agree on the funding source 填补赤字.
Occasionally, fixed price agreements are entered into with sponsoring agencies by 研究基金会. The agreements permit 研究基金会 to retain the 项目到期时未动用（现金）余额. 剩余的余额应该是最小的 （一般少于总奖金的5-10%）. 协议应该包括一个声明 to indicate that if a cash balance exists after the project is completed and all costs have been fully paid, all deliverables have been met as required by the grant or contract.
如果F&A rate on the project is less than the federally negotiated rate, before any remaining balance of the fixed price contract is transferred to the PI’s discretionary account, 研究基金会 will charge the difference between the F&评估的比率 on the sponsored award and 研究基金会’s federally negotiated rate.
进度及技术报告
Preparation of all required progress and technical reports is the responsibility of 首席研究员. 报告必须由担保人的公司提交 deadlines, otherwise they may jeopardize future funding or payment of invoices by the sponsoring agency for future 菠菜网lol正规平台 sponsored projects, including the projects of 其他π.
Principal investigators can submit their report to the sponsoring agency or they can provide a copy of the completed report to their designated 研究基金会 Post-Award 代表保荐人向保荐人提交分析报告. 如果PI提交他们的报告 directly to the sponsor, they must provide a copy of the report to their Post-Award analyst along with proof of submission to establish an official record of compliance.
财务报告
Most sponsors require a final financial report 60-90 days after the project termination 日期. It is critical that PIs submit all final expenditures to the Post-Award analyst within 30 days of the project end 日期 to ensure that all costs are properly reimbursed and that the financial report is accurate, complete, and ready for submission.
Failure to submit a financial report within the specified timeframe puts the 研究 有采取补救措施风险的基础. 这些动作可以包括一个 awarding agency withholding an award(s) to an investigator or to 研究基金会, withholding of invoice payments, or revocation of the Expanded Authorities Agreement, which affords 研究基金会 latitude in the budgeting and management of 联邦政府授予的拨款.
工程完成通知书
Federal agencies generally require that project accounts be closed within 90 days of 预定的项目奖励结束日期. 为了确保账户被关闭 within the required timeframe 研究基金会 sends an email notification to principal investigators 60 days prior to the end 日期 of the budget. 研究 Foundation teams work with principal investigators to do the following:
- 确保所有的现金都在最终发票上收取；
- Ensure that legally man日期d documentation and actions for termination are processed,
- Ensure that final compensation is processed in a timely manner,
- Deactivate the project in the financial management system,
- 提供固定资产/财产会计服务；
- 提供风险管理结清服务；
- 提供采购结账服务.
请 菠菜网lol正规平台 for questions or more information on the 项目收尾 phase.
