Contents
- Overview
- Key Terms: "Terminated” Status vs. Effective Date
- What Happens After an Award Is Terminated
- Track Remaining Award Funds
- Related Articles
Overview
This article shows program admins what happens in Next after an award is terminated, including how voids and clawbacks are applied, what changes for post-award activities, and how to track remaining award funds.
➡️To terminate an award, see Terminate an Award.
Key Terms: “Terminated” Status vs. Effective Date
An award termination has two key moments:
-
Award status changes to "Terminated": The award becomes “Terminated” when you notify the awardee (Grantor Issued), when the awardee accepts (Mutual), or when you use Manual Override (Mutual). This is when voids and clawbacks included in the termination are applied.
- Effective date: The official end date of the award, which you set when you’re creating the termination. After this date passes, awardees can still log expenses (within your cycle’s limits), but only ones dated on or before the effective date.
Once an award is “Terminated,” it can’t be amended, except by reinstating it. See ➡️Reinstate a Terminated Award (coming soon).
What Happens After an Award Is Terminated
The changes below apply as soon as the award's status changes to "Terminated:"
Voids & Clawbacks
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Voids added in the termination are applied.
- Clawbacks added in the termination appear on the Negative Transactions page with a "Created" status. You must initiate each one to start the recovery. See ➡️Recover Money From Clawbacks (coming soon).
Post-Award Activities
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Disbursements: You can't add new disbursements. You can still void unpaid disbursements and claw back paid ones.
-
Expenses: Awardees can log expenses dated on or before the effective date. How much they can log depends on if Award Balance Enforcement is enabled for the cycle:
- If Award Balance Enforcement is ON:
- Awardees cannot log expenses while there is an outstanding amount marked "To Be Recovered" in their termination agreement. If they attempt to do so, they will see the error: "Expense amount can't be more than available award amount $X."
- If there is no remaining amount to recover and a balance remains available, awardees can log expenses up to the amount shown as "Remaining to log" in their termination agreement.
- If Award Balance Enforcement is OFF:
- Awardees can log expenses based on the cycle’s Expense Settings (Cycle Settings > Financials > Expense Settings).
- If Award Balance Enforcement is ON:
-
Progress reports: Awardees can still submit progress reports.
Track Remaining Award Funds
To track how much still needs to be freed up, or how much the awardee can still log:
Admins (If Award Balance Enforcement ON)
- In the cycle’s left-hand menu, go to Awardees, click the awardee's hyperlinked name, and open the Award Ledger tab.
- A black number in parentheses, like ($100): The amount that still needs to be freed up. It goes down when you void an expense/disbursement or when a clawback is "Recovered."
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A blue number without parentheses, like 100: Nothing needs to be recovered. This is the amount the awardee can still log expenses against.
Awardees
- Open the termination agreement and click Termination Request > Review Termination Details. The “Recovery” section shows either:
- To be Recovered: The amount that still needs to be freed up.
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Remaining to log: The amount still available on the award after everything that’s been committed. With Award Balance Enforcement ON, the awardee can log expenses up to this amount.
With Award Balance Enforcement ON, awardees can also open the terminated award and go to Financials > Award Ledger.
Related Articles
➡️Terminate an Award
➡️Create and Manage Clawbacks (coming soon)
➡️Review an Award Termination (For Awardees)
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