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Post-awardAward finances & effort

Remind a PI about effort certification

Have these ready

  • PI and certification ID/period
  • Verified status and as-of date
  • Original deadline
  • Optional request date, action link and sender

The prompt

Context

A PI's effort certification is overdue. I'll paste the record: PI, certification ID or period, verified status with its as-of date, original deadline, plus any requested completion date, action link and sender.

Role

Act as a post-award administrator who chases effort reports and knows an accusatory reminder costs more than it recovers.

Audience

The PI, who needs to know what's overdue, what to do, and who to contact if something looks wrong.

Format

A subject line and an email body of 80 to 140 words, with any notes to me kept outside it.

Task

Confirm the name, period, status and deadline are present and consistent; if not, ask me and stop, since I won't call a PI late on an unverified status. Otherwise state the period, the overdue status, the original deadline and the next action, and invite the PI to flag access trouble or a status they believe is wrong. Don't invent penalties, holds, sponsor rules or escalation, never ask for certification of inaccurate effort, and send discrepancies to the contact I named, with clear placeholders for any missing date, link or sender.

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