Get the free GRANT CLOSE-OUT CHECKLIST

90 DAYS PRIOR TO GRANT END DATE. Email Notice to PI/PD of upcoming award closeout. List end date and any deliverables required by the sponsor.

How to fill out grant close-out checklist

How to fill out grant close-out checklist:

1. Gather all necessary documentation: Before starting the process, ensure that you have all the relevant documents related to the grant. This may include financial reports, project reports, invoices, receipts, and any other supporting documents.
2. Review expenditure: Carefully go through all the expenses incurred during the grant period. Make sure that all costs are appropriately accounted for and supported by proper documentation.
3. Verify compliance: Check if all the activities and expenses conducted during the grant period align with the grant's guidelines and regulations. Ensure that there are no deviations or non-compliant activities.
4. Complete financial reports: Prepare the necessary financial reports, including a final statement of expenses. This should include all the costs incurred, categorized appropriately, and supported by relevant documentation.
5. Submit all required forms: Depending on the grant's requirements, you may need to complete and submit specific forms or templates. Ensure that all necessary forms are filled out accurately and submitted on time.
6. Conduct a final review: Before submitting the grant close-out checklist, conduct a thorough review of all the information provided. Double-check calculations, cross-reference documents, and ensure all necessary information is included.

Who needs grant close-out checklist:

1. Grant recipients: Organizations or individuals who have received grants and are responsible for its management and implementation. They need the grant close-out checklist to ensure all requirements are fulfilled before closing the grant.
2. Grant administrators: Individuals or departments responsible for overseeing the grant process. Grant administrators utilize the grant close-out checklist to assess the completion of all necessary tasks and compliance with grant regulations.
3. Funding agencies or organizations: Entities providing the grant funding often require grant recipients to complete a close-out checklist. This allows the funding agency to verify that the grant is appropriately closed, all financial obligations are fulfilled, and the desired outcomes have been achieved.

Note: The specifics of the grant close-out checklist may vary depending on the organization or funding agency providing the grant. It's essential to consult the grant guidelines or contact the appropriate authorities to ensure full compliance with their requirements.

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What is grant close-out checklist?

Grant close-out checklist is a document that outlines the final steps and requirements for completing a grant project and closing out the grant funding.

Who is required to file grant close-out checklist?

The grant recipient or organization that received the grant funding is required to file the grant close-out checklist.

How to fill out grant close-out checklist?

The grant close-out checklist is typically filled out by the grant recipient following the instructions provided by the grantor or funding agency.

What is the purpose of grant close-out checklist?

The purpose of grant close-out checklist is to ensure that all requirements of the grant agreement have been met and to document the completion of the grant project.

What information must be reported on grant close-out checklist?

The grant close-out checklist may require reporting on financial expenditures, project outcomes, compliance with grant terms, and any other specific requirements outlined in the grant agreement.