Get Subrecipient Final Invoice Checklist - Towson University

Filling out the Subrecipient Final Invoice Checklist is an essential step in ensuring that your project funding is accurately processed. This guide will help users easily navigate the form and complete it effectively online.

Follow the steps to accurately complete your checklist.

1. Click the ‘Get Form’ button to access the checklist and open it in your preferred editor.
2. Begin by filling in the subrecipient name and the subaward number at the top of the form. This information identifies your project and funding source.
3. Next, enter the name of the principal investigator (PI) and the Peoplesoft number. The PI's name is crucial for project tracking within the university's system.
4. Indicate the date the invoice was received and the date it was processed. This helps maintain a clear timeline for financial documentation.
5. Record the invoice sequence number and specify the final invoice period by writing the start and end dates.
6. Confirm if the period of performance is within the subaward timeframe by selecting ‘Yes’ or ‘No’. This step ensures compliance with project timelines.
7. Check if the total expenditures fall within the allocated subaward amount by selecting ‘Yes’ or ‘No’.
8. Affirm compliance with budgetary restrictions by responding ‘Yes’ or ‘No’. Make sure to refer back to the subaward agreement for specific terms.
9. Note if a cost share is required and whether it has been documented and met. Select ‘N/A’ if not applicable.
10. Indicate if there is a signed certification by selecting ‘Yes’ or ‘No’. A certification ensures that costs are allowable and incurred as per the agreement.
11. The project investigator or technical designee should sign at the bottom of the form to approve payment and confirm the reasonableness of charges.
12. Initial and date the section confirming that the technical progress at completion was satisfactory and the final invoice has been received and processed.
13. Complete the technical report and final invoice sections by providing any required information.
14. Finally, indicate if the principal investigator has knowledge of any inventions developed during the project by selecting ‘Yes’ or ‘No’.
15. Ensure a copy of the completed checklist is sent to the appropriate financial management office, specifically attention to Heather Wilson.

Complete your Subrecipient Final Invoice Checklist online today for a smooth project funding process.