The final stage of a research project is the programmatic and financial closeout of the award. Research & Sponsored Programs (RSP), divisions, departments, and Principal Investigators (PIs) work together to verify that all requirements and conditions are met and ensure that all funds are disbursed.
Programmatic Closeout
PIs are responsible for programmatic reporting and deliverables. If there are outstanding research aims or administrative tasks, PIs may be able to request a no cost extension with the assistance of their grant administrator. PIs must submit the final technical/progress report, along with any related documentation including invention statements. PIs can ask their grant administrator for advice or assistance.
RSP will verify that the grant was used for its intended manner. They may require a PI to provide additional documentation in order to meet sponsor requirements.
Financial Closeout
RSP sends PIs an email reminder 60 days prior to the expiration of a grant. WISER provides details of each project’s financial transactions to permit audits of the budget and terms and conditions. If any expenses were charged in error, a salary or non-salary cost transfer can be initiated through the department’s accountant.
RSP usually drafts a final financial report and forwards it to PIs and grant administrators with any questions or expenses requiring clarification. Once a PI and administrator have confirmed the report, answered any questions, and provided any documentation required by the sponsor, RSP will submit the report along with a final invoice.
Analysis
At the completion of any project, some researchers find value in performing a post-mortem evaluation to analyze which aspects of a project were successful or unsuccessful. These quantitative and/or qualitative evaluations can be useful for determining potential process improvements.
See Also: Publish Research Artifacts
Resources for Closeout
Resource | Tags | Lifecycle_Stage | Link |
---|---|---|---|
3D Printing | 3d, fabrication | Analyze & Visualize Data, Outreach | https://3dprinting.wisc.edu/ |
Amazon Mechanical Turk | surveys | Gather Data, Analyze & Visualize Data | http://www.mturk.com/mturk/welcome |
American Family Insurance Data Science Institute | data science research, collaboration | Plan, Analyze & Visualize Data | https://datascience.wisc.edu/institute/ |
ARROW: Application Review for Research Oversight at Wisconsin | animals, human subjects, oversight, safety | Plan, Reporting, Security & Compliance | http://arrow.wisc.edu/ |
Biochemistry Facilities | biological, collaboration, dissemination, equipment, grants, imaging, instruments, microscopy, support, training | Gather Data, Publish Research Artifacts | http://biochem.wisc.edu/facilities |
Box | collaboration, data storage | Gather Data | https://it.wisc.edu/services/box/ |
CALS Statistical Consulting | data analysis, grants, statistics, support | Analyze & Visualize Data | https://calslab.cals.wisc.edu/stat-consulting/ |
Campus Software Library | software | Plan, Analyze & Visualize Data, Publish Research Artifacts | http://it.wisc.edu/services/software/ |
Cayuse424 | grants | Plan | https://www.rsp.wisc.edu/cayuse/ |
CCI: Campus Computing Infrastructure | cloud computation, data storage, databases, networking, security, support, web hosting | Gather Data, Analyze & Visualize Data | https://cci.wisc.edu/ |
CHTC: Center for High-throughput Computing | collaboration, computation, facilitation, high performance, high throughput, training | Analyze & Visualize Data | https://chtc.cs.wisc.edu/ |
CISR: Cancer Informatics Shared Resource | bioinformatics, image analysis, clinical informatics | Plan, Analyze & Visualize Data | https://cancer.wisc.edu/research/resources/cisr/ |
CITI Portal: Collaborative Institutional Training Initiative | effort, human subjects, oversight, policies, portal, reporting, training | Plan, Reporting, Security & Compliance | https://my.gradsch.wisc.edu/citi/index.php |
D2P: Discovery to Product | funding, support | Plan, Outreach | http://d2p.wisc.edu/ |
Data Science Hub | collaboration, computation, data analysis, data management, databases, facilitation, high performance, high throughput, macroresource, support, training | Plan, Gather Data, Analyze & Visualize Data | http://datascience.wisc.edu/ |
Design Lab | data visualization, support | Publish Research Artifacts, Outreach | https://designlab.wisc.edu/ |
DiscoverPD | professional development | No Specific Step | http://my.grad.wisc.edu/discoverpd |
DMPTool | data management | Plan | http://dmptool.org/ |
DoIT Computer Rental | equipment | No Specific Step | http://it.wisc.edu/services/rentals |
DoIT Web Hosting | support, web hosting | Gather Data, Publish Research Artifacts | http://www.doit.wisc.edu/services/web-hosting |
DoIT: Division of Information Technology | macroresource, networking, security, support | Plan, Security & Compliance | http://it.wisc.edu/ |
DPPS: Digital Publishing and Printing Services | publications | Publish Research Artifacts, Outreach | https://it.wisc.edu/services/digital-publishing-and-printing/ |
ECRT: Effort Reporting Tool | effort, reporting, training | Reporting, Security & Compliance | https://www.rsp.wisc.edu/effort/ |
ED/SBS IRB: Education and Behavioral Science IRB | human subjects, oversight, policies | Security & Compliance | https://research.wisc.edu/compliance-policy/human-research-protection-program/education-and-social-behavioral-science-irb/ |
EH&S: UW Environment, Health, & Safety | biological, equipment, health, reporting, safety | Security & Compliance | https://ehs.wisc.edu/ |
ELN: Electronic Lab Notebooks | cloud, collaboration, data management, data storage, facilitation, metadata | Gather Data | https://eln.wisc.edu/ |
Export Control Program | biological, dissemination, equipment, instruments, oversight, policies, security, software | Plan, Security & Compliance | http://research.wisc.edu/respolcomp/exportcontrol/ |
FastLane | grants | Plan | http://www.fastlane.nsf.gov/ |
Federal Select Agent Program | animals, biological, health, oversight, safety | Plan, Security & Compliance | http://www.selectagents.gov/ |
Finding Funding | funding, grants | Plan | http://www.rsp.wisc.edu/funding/ |
G Suite | cloud, collaboration, data management, data storage, software, writing | Gather Data | https://it.wisc.edu/services/google-apps/ |
HS-IRBs: Health Sciences IRBs | health, human subjects, oversight, policies | Plan, Security & Compliance | http://kb.wisc.edu/hsirbs |
ICTR BARD: ICTR Biostatistics and Research Design Resource | collaboration, data analysis, statistics, support | Plan, Analyze & Visualize Data | http://ictr.wisc.edu/Biostatistics |
ICTR BMI: ICTR Biomedical Informatics | collaboration, data storage, grants, health | Plan, Gather Data, Analyze & Visualize Data | http://ictr.wisc.edu/BMI |
ICTR: Institute for Clinical and Translational Research | data management, health, imaging, statistics | Plan, Gather Data, Analyze & Visualize Data | http://ictr.wisc.edu/ |
Illuminating Discovery Hub | collaboration, macroresource, outreach, support, training | Outreach | http://illuminatingdiscovery.wisc.edu/ |
Internet Scout: Collection Workflow Integration System | metadata, software | Gather Data | http://scout.wisc.edu/ |
LinkedIn Learning | computation, data analysis, data visualization, databases, graphics, software, statistics, surveys, training, writing | Gather Data, Analyze & Visualize Data, Publish Research Artifacts, Outreach | http://it.wisc.edu/services/online-training/ |
MINDS@UW | collaboration, dissemination, facilitation, library, metadata, preservation, publications | Publish Research Artifacts, Security & Compliance | http://minds.wisconsin.edu/ |
Multi-Omics Hubs | biological, collaboration, data analysis, facilitation, imaging, macroresource, support, training | Gather Data, Analyze & Visualize Data | http://multi-omics.wisc.edu/ |
NEOS | data analysis, high performance | Analyze & Visualize Data | http://neos-server.org/neos/ |
Office 365 | cloud, collaboration, data storage, databases, software | Gather Data, Analyze & Visualize Data | https://it.wisc.edu/services/office-365/ |
Office of Cybersecurity | policies, security, training | Gather Data, Analyze & Visualize Data, Security & Compliance | https://it.wisc.edu/about/division-of-information-technology/enterprise-information-security-services/cybersecurity/ |
Overleaf | cloud, collaboration, publications, writing | Publish Research Artifacts | http://www.overleaf.com/ |
PAS: Public Access Service | data management, guide, policies, publications | Publish Research Artifacts, Reporting, Security & Compliance | http://pas.wisc.edu/ |
PI Portal | funding, grants, oversight, portal, reporting, training | Plan, Reporting, Security & Compliance | http://research.wisc.edu/researchers/pi-portal/ |
QDA Tools at MERIT | data analysis, support, training | Gather Data, Analyze & Visualize Data | http://website.education.wisc.edu/qdatools/ |
Qualtrics Survey Hosting Service | data storage, metadata, surveys | Gather Data, Analyze & Visualize Data | http://it.wisc.edu/services/surveys-qualtrics/ |
RADD: Recovering Analog and Digital Data | data storage, preservation, video | Gather Data | http://www.library.wisc.edu/slis/services/radd/ |
RDS: Research Data Services | data management, dissemination, facilitation, grants, preservation, training | Plan, Gather Data, Analyze & Visualize Data, Publish Research Artifacts, Security & Compliance | http://researchdata.wisc.edu/ |
Research Core Directory | biological, computation, equipment, health, imaging, instruments, macroresource, microscopy, training | Gather Data | https://resources.research.wisc.edu/ |
Research Cyberinfrastructure | cloud, data storage, ELN | Gather Data, Analyze & Visualize Data | https://researchci.it.wisc.edu/ |
Research Drive | collaboration, data storage, security | Gather Data | https://it.wisc.edu/services/researchdrive/ |
RSP: Research and Sponsored Programs | funding, grants, policies, reporting, support, training | Plan, Closeout, Reporting, Security & Compliance | http://www.rsp.wisc.edu/ |
Science Outreach on Campus | communication, collaboration | Outreach | https://science.wisc.edu/ |
SSCC: Social Science Computing Cooperative | data analysis, data storage, macroresource, software, statistics, training | Gather Data, Analyze & Visualize Data | http://www.ssc.wisc.edu/ |
STS: DoIT Software Training for Students | computation, data analysis, databases, graphics, software, training | Gather Data, Analyze & Visualize Data | https://it.wisc.edu/services/training/ |
The Survey Center | surveys, metadata | Gather Data | https://uwsc.wisc.edu/ |
TRAD: Teaching & Research Application Development | data visualization, software, support | Gather Data, Analyze & Visualize Data | http://at.doit.wisc.edu/trad/ |
UC: University Communications | collaboration, dissemination, graphics, media, publications, video | Publish Research Artifacts, Outreach | http://uc.wisc.edu/ |
UW Office of Legal Affairs | human subject, intellectual property, safety, security | Reporting, Security & Compliance | https://legal.wisc.edu/ |
UW-Madison Data Storage Finder | storage | Gather Data | https://storage.researchdata.wisc.edu/ |
UW-Madison Extension | collaboration | Outreach | https://extension.wisc.edu/ |
UW-Madison Libraries | grants, library, preservation, publications | Plan, Publish Research Artifacts | https://www.library.wisc.edu/ |
UW-Madison Libraries Research Guides | guide, library, macroresource | Plan, Gather Data, Analyze & Visualize Data, Publish Research Artifacts | http://researchguides.library.wisc.edu/ |
UWDC: University of Wisconsin Digital Collections | collaboration, library, preservation | Gather Data, Publish Research Artifacts | http://uwdc.library.wisc.edu/ |
VCRGE: Office of the Vice Chancellor for Research and Graduate Education | funding, grants, intellectual property | Plan, Security & Compliance | http://research.wisc.edu/ |
WARF: Wisconsin Alumni Research Foundation | collaboration, dissemination, funding, intellectual property, policies, support | Plan, Security & Compliance | http://www.warf.org/ |
Wikipedia Software Comparison Charts | software | Plan, Gather Data, Analyze & Visualize Data, Publish Research Artifacts | http://en.wikipedia.org/wiki/Category:Software_comparisons |
WINRS: Wisconsin Network for Research Support | collaboration, dissemination, health, human subjects, media, outreach, video | Plan, Gather Data, Outreach | http://winrs.son.wisc.edu/ |
WiscWeb WordPress Service | collaboration, web hosting | Outreach | http://wiscweb.wisc.edu/ |
WISER: University of Wisconsin System Enterprise Reporting | reporting | Closeout, Reporting | https://rsp.wisc.edu/WISER/ |
WISPER: WISconsin Proposal Electronic Routing System | funding, reporting | Plan | https://www.rsp.wisc.edu/WISPER/ |
WPT: Wisconsin Public Television Production Services | 3d, data visualization, graphics, media, video | Outreach | http://wpt.org/production_services/main |
Writing Center | dissemination, support, training, writing | Plan, Publish Research Artifacts | http://www.writing.wisc.edu/ |
Resource | Tags | Lifecycle_Stage | Link |