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Review by Oct. 20: Sponsored Project Close Out Checklist

October 11, 2023

Campus partners,

The Controller’s Unit is pleased to announce that team members from Contracts & Grants Administration, Project Portfolio Financial Management, and Financial Planning & Analysis partnered to develop and test a proposed Sponsored Project Close Out Checklist. The objective of this checklist is to clearly outline the required steps, by responsible party, to successfully close out a project in the Oracle ERP and UCMPLAN systems.

Please open and review the proposed Sponsored Project Close Out Checklist. We welcome comments and feedback to help finalize and implement the checklist. You may forward along this email to others who may be interested in reviewing the checklist.

The comment period for the proposed Sponsored Project Close Out Checklist closes EOD Friday, Oct. 20. Please send feedback to Assistant Controller Kelli Maxey at kmaxey@ucmerced.edu.

We thank the CGA, PPFM, and FP&A teams for their efforts to get us to this comment stage. We thank you all in advance for your valuable feedback!

Sincerely,

Amanda Preston-Nelson,  Controller

Kelli Maxey, Assistant Controller

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