This page provides resources available to the research administration community, which can assist with the proper closeout of a sponsored contract and grant fund. For sponsor policies and procedures please visit our Policies and Procedures page.


Fund Expiration Notification Notification templates automatically sent to department administrators and PI alerting them 90 days prior, 30 days prior and on day of expiration of fund. efm fund closeout fund expiration notification in PDF
Cost Share Form If cost sharing is applicable to award, the cost share report and supporting documentation must be provided along with closeout packet. efm fund closeout cost share form in Excel
Revision Request Requests for a revision to a previously submitted final financial deliverable must be submitted when applicable. Refer to the procedure on Revising Final Financial Deliverables in EFM Policies and Procedures. efm fund closeout revision request form in PDF
NPEAR Financial Journal Manual financial journal template and justification questions to be completed by the department and submitted to EFM when transfers of non-payroll expenses are not available for transfer through the system. efm fund closeout manual journal and justification questions in Excel
Benefit Cost Transfer (BCT) Financial Journal Financial journal template, justification questions, and supporting documentation to be completed by the department and submitted to EFM when transferring unallowable benefit or GAEL expenses off C&G funds. efm fund closeout benefit cost transfer (bct) financial journal in Excel
PPS Salary Cost Transfer Form UCLA's legacy payroll system PPS was discontinued from use as of July 1st, 2019. Departments are now required to complete this financial journal form, along with the appropriate certifications, for EFM to process financial journals to move PPS salary and salary-related expenses. efm fund closeout pps salary cost transfer in Excel
NRSA Childcare Allowance Letter of Attestation This form serves as the letter of attestation for full-time NIH NRSA predoctoral or postdoctoral fellow/trainee requesting childcare support. This form is for departmental use and is not required to be submitted to Extramural Fund Management. nrsa childcare allowance letter of attestation in PDF
Department checklist at 90 days prior to fund expiration Checklist of items to be reviewed 90 days prior to fund expiration in preparation of fund closeout. efm fund closeout department checklist in PDF
Pre-closeout Checklist List of items to be completed by the department prior to generation of COP. Checklist is generated using the RAPID Closeout Tool. efm fund closeout pre-closeout checklist in Excel