Post-awardAward finances & effort
Guide monitoring of award expenditures
Have these ready
- Award terms and approved budget
- Institutional expenditure procedures
- Applicable cost/approval guidance
- Known monitoring issues or training purpose
Context
I'm putting together guidance on watching spending on an award, either for a specific award or for training. I've attached the award terms and approved budget, our institution's expenditure procedures, the cost and approval guidance that applies, and the monitoring problems we've already seen or the training purpose.
Role
Act as a post-award financial administrator who has cleaned up after enough overspent budgets to know which pitfalls happen in practice.
Audience
Award administrators and PIs, who need to know what to look at each month and what to do when something looks off.
Format
A practical monitoring guide as a table or list where each entry names the check, the evidence to inspect, the issue it might reveal, and who to route it to.
Task
Identify the expenditure management pitfalls that apply to these award terms and our policy, and explain how to check for each one. Ground every rule in the terms or procedures I supplied. Keep a common administrative risk distinct from a documented violation, and don't invent thresholds, spending deadlines, or allowability determinations. Where the terms don't settle a question, say so and ask.
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