Closeout Checklist for PI’s

Technical Reports
Does my report include:

  • Grant number, PI’s name, project title, and performance period,
  • including authorized extensions?
  • Significant results of the project?
  • Examples of progress?
  • Technical difficulties and solutions?
  • List of publications, including articles in progress?
  • Is subrecipient data included?

If my award contained “Objectives and Deliverables,” does my report discuss each of these?

Financial Reports
Have all project expenditures been posted, i.e., have they appeared on monthly expenditure statements?
Have I certified:

  • All project expenditure statements?
  • Final invoice from subrecipient?
  • The summary of expenditures (for NIH awards)?
  • Effort Reports
  • Financial Conflict of Interest

Invention Reports
Does my report include:

  • Name of the Contractor and Contract Number?
  • Name of Inventor(s)?
  • Title of Invention(s)?
  • Patent or Disclosure Number?
  • Data produced under the agreement?
  • Reporting Period?
  • Royalty income, if any?