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||cost sharing web page|
|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|
|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|
|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|