Post-Award Process Roadmap

Notification of Awards
Scheduling Project Initiation Meetings (PIM) with Office of Sponsored Programs (OSP).
Comprehensive review of the notice of award with Principal Investigator (PI).
Reviewing requisition needs for any subawards or vendors.
Set up Budget Monthly Management Review (BMMR) report for each new project.
ORS Collaborates with Senior Associate Dean of Administration and Students Services to set up a discretionary (F&A) account.

ORS is the liaison between SPH and OSP throughout the lifecyle of a project.
ORS reconciles all sponsored projects accounts where the SPH faculty is the lead PI
ORS schedules BMMR meetings with PIs that have sponsored research funding which includes:
- Budget expenditures and forecasting is included in the monthly BMMR.
- Pcard purchases
- Subaward and Vendor invoicing
- Budget revisions
- Costs transfers
- Carryforward
- No-cost extensions
Salary worksheets are maintained to track monthly PI and staff effort.
Outgoing subawards spending and activity
Assist with Research Performance Progress Reports (RPPR)
Coordinate and monitor bi-annual effort certification with PI and OSP

Notify PI 90-days prior to close out of the project
Effort review to ensure accuracy of project
Check with PI that all reporting requirements and deliverables have been met
Complete a property inventory for items purchased from the award
Make any necessary corrections requested by OSP Accounting
- Cannot leave an award with a negative balance
- Late hitting expenses need to be removed
- Encumbrance will need to be cleared on all account lines