Post Award Management - Forms

Blank Advanced Expenditure Authorization (pdf) This form is necessary when expenses or salaries are incurred in anticipation of an award. A back-up account is required.
Continuing Expenditure Authorization (pdf) This form is necessary when additional funding or a no cost extension is in progress. This will allow expenditures past the official end date with a back-up fund.
Fund Closeout Checklist (pdf) This form is necessary when closing out an award.
Lost Evidence Form (pdf) This form is necessary when original receipts are not available when requesting reimbursements against awards.
PI Delegation Letter (pdf) This form is necessary when the PI wants to delegate authority on their awards. This form is also necessary for all Co-PIs.
Tax Exempt Form (pdf) This form is used when staying at hotels in California. As state employees, we should not have to pay for occupancy tax.