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.
Below are resources to help grantees fulfill the requirements outlined in their Grant Agreements.
Grantees should submit all forms through our Grants Management System.
Grant Management
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.
Download a Sample Matching Funds Form
Representations and Certifications Form (Attachment D)
This form ensures that grantees adhere to the appropriate regulations while conducting research.
Download a Sample Representations and Certifications Form
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.
Progress Report
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.
Download a Sample Progress Report
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.
Download the Financial Reporting Spreadsheet
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.
Download Sample Final Progress Report
Financial Summary Report
The financial summary report outlines all grant expenditures.
Download Final Financial Summary Report
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.
Download Sample Equipment Inventory Report
Final Invention Report
The final invention report outlines all inventions conceived as part of the grant.