Responsibilities

It is the responsibility of the Principal Investigator to monitor all expenses related to his/her project.

The monitoring relates to the following issues:

• Are all expenses charged to the project related to the project?
• Are all expenses fully allocable to the project?
• If an expense is only partially allocable to a project, is the allocation justified, reasonable, explicable and well documented?
• Are all expenses in the correct project period?
• Are all expenses reasonable?
• Are the expenses within the budgeted amount?

Tools

The following tools are available for Expense Monitoring:

• Project Budget Summary (BBA - Report): Daily updated reports are available at http://www.csun.edu/sponsoredprograms/reports/
• Detail Trial Balances (DTB): Monthly updated reports are available through the Solar Portal. Please contact Mahyar Sadri at X 6414 or mahyar.sadri@csun.edu
• Custom Reports: You may request custom reports at any time by contacting any of the TUC-Sponsored Programs team members. Please check our Contacts web site

Frequency

Expenses should be monitored continuously as they are incurred and booked. It is the responsibility of the Principal Investigator to review the Detail Trial Balance (DTB) of his/ her project at least once a month.

Responsibilities

It is the responsibility of the TUC-Sponsored Programs Department to continuously monitor:

• The expense requests submitted by the Principal Investigators
• The expenses charged to the project
• The expenses invoiced to the granting agency
• The payments received from the granting agency

TUC Sponsored Programs will monitor the following criteria:

• Verification of the Accounting String
• Verification of the Authorization Signature
• Verification of Availability of Funds
• Verification of the Correct Account
• Verification of Timeframe
• Allowability/Reasonableness of the Expenditure
• Supporting Documentation
• Asset Monitoring

Tools

• Project Budget Summary (BBA - Report): Daily updated reports are available at http://www.csun.edu/sponsoredprograms/reports/
• Detail Trial Balances (DTB): Monthly updated reports are available through the Solar Portal
• A-133 Project Detail Report
• PeopleSoft Queries
• Custom Reports

Frequency

The University Corporation-Sponsored Programs Dept. will continuously monitor expenses, however in particular:

• When expense requests are submitted by the Principal Investigators
• When the granting agency is invoiced
• When reports have to be submitted to the agency
• Before the closing of the project