Closeout & Post-Performance : Post-Closeout


Post-closeout activities are designed to:

  • Balance the financial records
  • Evaluate the relationship between Caltrans and the consultant
  • Update the contract and project records
  • Ensure that the financial records comply with applicable regulations

Disencumber Funds

On any A&E contract, or when Audits determines a consultant was over-billing, encumbrances may remain after the final invoice. The CM should disencumber remaining funds as soon as they are identified to release them from commitment to the contract. Unspent funds can be used for other purposes if they were encumbered in the current fiscal year.