Required Forms & Reporting
Below are resources to help grantees fulfill the requirements outlined in their Grant Agreements.
Grantees should submit all forms through our Grants Management System.
Initial Required Forms
Grantees must sign and provide the following forms in our Grants Management System to receive the first disbursement of their award:
- Matching Funds Form (Attachment B)
- Representations & Certifications Form (Attachment D)
Matching Funds Certification Form (Attachment B)
If the open opportunity requires matching funds, grantees must complete the matching funds certification form. This form provides information about matching funders. Each Open Opportunity or Request for Application (RFA) indicates if matching funding is necessary.
Representations and Certifications Form (Attachment D)
This form ensures that grantees adhere to the appropriate regulations while conducting research.
Required Annual Reporting
In addition to the initial forms discussed above, grantees must submit reports annually about their research, including progress and financial reports.
Should any aspect of the grant change, including the project’s scope, timeline, budget or personnel, grantees must notify us using the relevant Changes & Modifications Form.
Grantees submit a progress report to outline the grant activities that have started or were completed. This report is submitted annually, based on the grant execution date.
Financial Status Report
The financial status report outlines grant expenditures and is submitted annually, based on the grant execution date. Grantees should download the spreadsheet and submit it through our Grants Management System.
Matching Annual Re-certification Form
Grantee must complete and submit the Matching Funds Annual Recertification form. This document certifies all applicable match for the active project obtained by the Grantee for the next applicable funding year.
Closing the Grant
When the research is finished, grantees must submit several reports within 90 days of completing grant activities to close the grant. These reports include the final progress report, the equipment inventory, the financial summary and the invention report.
Final Progress Report
A final progress report is due within 90 days of completing grant activities. The final progress report addresses the original project objectives, describes any changes in objectives and discusses the project’s accomplishments.
Financial Summary Report
The financial summary report outlines all grant expenditures.
Equipment Inventory Report
The equipment inventory report is an account of the major equipment acquired or furnished under this project with a unit acquisition cost of $5,000 or more.
Final Invention Report
The final invention report outlines all inventions conceived as part of the grant.