CHSS Reconciliation Procedures for Grants

The CHSS Dean’s Office created some helpful documents to assist principal investigators and grant administrators with their reconciliation reviews and processes. Our new CHSS Reconciliation Procedures for Grants took effect on April 1, 2021. 

CHSS Reconciliation Guide for Principal Investigators

The new guide highlights the importance of reconciliations on sponsored projects and provides a definition about the reconciliation process.

CHSS Reconciliation Guide for Reconcilers

The new guide outlines information about the roles and responsibilities of the PI, the approver and the reconciler. It also contains information on new naming conventions, source documents, and specific requirements for Microstrategy reports and PDFs.

All the reconciliation guides can be accessed on the CHSS Research Administration Website.