Closing a Service Unit

When a Service Unit’s operation ends, steps must be taken to close the project(s) in PeopleSoft, address account balances (fund deficits, refund surpluses) and dispose of equipment.

  • Contact the Cost Accounting and Analysis office at ocga_cost@umbc.edu to inform them of the pending closure of the Service Unit.
  • Complete and gather signatures in the Service Unit Closeout Form.
  • Reduce balance of all projects to $0.00.
  • Work with Asset Management on equipment disposition, if applicable.
  • Request a closeout of the project(s) in PeopleSoft by opening an RT ticket for Financial Services.