1. Revised Subaward Monitoring & Closeout Procedures
Brenda Kavanaugh
Associate Director, ORPA
September 18, 2018

2. Revised Subaward Monitoring & Closeout Procedures
To facilitate a more efficient and timely closeout of subawards
Not applicable to industry sponsored clinical trials or federal contracts

3. Subaward Monitoring Invoice Checklist
New Form – ORPA Website: Forms/Subaward
To be completed for every subaward invoice received
Requires PI or designee signature (PI must continue to sign all invoices)
Submit to ORACS with each signed invoice (including final)

4. Subaward Closeout Checklist
New Form – ORPA Website: Forms/Subaward
To be completed for every subaward FINAL invoice received
Requires PI signature (PI must continue to sign all invoices)
Submit to ORACS with every FINAL invoice

5. Subaward Closeout Checklist
What is a final invoice?
Required at the end of the project period, not the budget period
Indicates all work is complete and all deliverables have been received by the UR PI

6. Subaward Closeout Checklist
ORACS
Review final invoice and Subaward Closeout Checklist to ensure receipt of all required forms
Proceeds with payment of the invoice
ORPA no longer involved!

7. Questions ??