It is important to close out grant accounts accurately and timely in order to ensure the timely and accurate submission of the Financial Status Report to the funding agency. Therefore, to close out the grant account, it is absolutely essential to:

• Know the grant end date. It is absolutely essential to know the grant end date so that four (4) to six (6) weeks prior to that date, in addition to the on-going monitoring of the grant, the close-out process can begin.
• Make sure all appropriate costs have been expensed.
• Make sure all encumbrances are cleared in a timely manner.
• Make sure all appropriate costs have been expensed and make sure that all encumbrances are cleared in order to:

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程序

To Manage the End of the Grant Account Efficiently and Effectively begin work on the following task:

• Making sure all appropriate costs have been expensed.
• Making sure all encumbrances are cleared.
• Review employees funded by this account and complete any necessary personnel actions.

HOW TO CLOSE FUND 5000 & 50032 (Federal Funds from PHS)

PAF团队将美国公共卫生服务局季刊与卫生与公共服务部（DHHS）进行核对。“基金50000/50032”的赠款一直在联邦支付管理系统报告中保持活跃，直到DHHS关闭。这可以在赠款终止日期后长达15（15）个月。在此期间，该帐户的状态将反映为FMS中UTH Grants面板的“项目”选项卡上的“封闭”。

When DHHS closes the grant, PAF changes the Status from “Active” to “Inactive” in the Grants Panels by checking the “Closed” box on the Project Tab of the Grants Panels.

如何关闭临床研究和MISC私人合同

如果这些类型的帐户中有剩余资金，并且资金文件表明资金归属于Uthealth，那么这些剩余资金可以将其关闭到合同剩余帐户中。你可以检索"Contract Residual Closeout Form" from the SPA "Forms & Templates" websitein the "Post Award" section.

Transfers and relinquishments / PI is leaving the university

Please send a notification email to Carmen Martinez in SPA Pre-Award as soon you know that a PI is leaving the university.

The SPA "Transfer" procedures page on our website has more details on transfers and relinquishments..