Closeout Documents and Responsibilities
Reports required at the end of a project vary by the type of sponsored project and by sponsoring agency. Most federal sponsors will require financial, invention, and programmatic reports. Federal contracts may also require a property report, contractor’s release form, and a contractor’s assignment of refunds, rebates, and credits form. The following table lists the most common reports and the unit(s) responsible for their completion and submission.
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Document Responsibility Table
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Document/Report Name
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PI/Unit Business Office
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Central Office (Pre-Award)
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Central Office (Post-Award)
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Final Financial Report
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X
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Final Payment Request/ Invoice
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|
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X
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| Collection of Outstanding Receivables |
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X |
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Final Cost Sharing Certification
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X
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X
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Property Report
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X
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X
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Contractor’s Release, Refund, Rebates, and Credits
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|
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X
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Final Technical/Progress/ Programmatic Report
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X
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X *
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X *
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Final Invention Statement
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X
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X *
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X *
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Final Patent Certification
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X
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X *
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X *
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* Please refer to your respective university Central Office’s procedures relating to the submission of these documents, when institutional signature is required.
Last Updated: January 3, 2019 | Approved: Senior Associate Vice President for Business and Finance – May 20, 2015