General Procedures

• New Investigator Checklist
• New Department Administrator Checklist
• New Department Administrator Reporting Roles

OSP Business Practices

• Communication
• Proposal Preparation
• Proposal Review and Submission
• Issue Resolution Request

Proposal Procedures

• Comply with Financial Conflict of Interest Policy (PHS)
• Determine Gift or Sponsored Project
• Document Summary Sheet (DSS) Creation
• DOE PAMS Preproposal Submissions
• eRA Commons Access
• Find Funding Opportunities
• NSF Fastlane/Research.gov Access
• PI Eligibility Waiver Request
• SBIR/STTR Implementation
• Submit a Proposal Overview
• Transfer a Grant to the University of Utah

Budget Development Procedures

• Apply a Salary Cap
• Budget for Independent Contractors/Consultants
• Determine Subrecipient or Vendor
• Establish Companion Projects or F&A Distribution
• Foreign Currency
• Include Subrecipients in a Proposal Budget
• Request Approval for Cost Share
• Request an F&A Waiver
• Tuition on Grants
• Write a Budget Justification

Pre-Award Process Procedures

• Award Receipt & Set-up
• Capstone Projects
• Confidential Disclosure Agreements (CDA's)
• Interagency Personnel Agreements (IPA) Initiation with Veterans Affairs (VA)
• NSF Proposal File Updates & Budget Revisions
• Pre-Award Preliminary Spending Request
• Pre-Award Sponsor Requests
• Seed Grant Acceptance & Setup

Subaward Process Procedures

• Determine Subrecipient or Vendor
• Foreign Subawards - Data Access
• Manage Subaward Invoices
• Modify a Subaward
• Monitor an Active Subaward
• NSF Adding a New Subrecipient Institution on Active Award
• NSF Change of Subrecipient Institution on Active Award
• Request a Subaward
• Subaward Closeout
• Subrecipient PI using University COI Policy

Fellowship Procedures:

• NIH Fellowship Activation & Termination

Award Management Procedures

• Approval for Post-Award Changes
• Departing PI Award Disposition
• Public Access Policy Compliance
• Stop Work Order
• Transfer of Equipment with Departing Faculty
• Transfer a Grant (Outgoing)

Reporting & Closeout Procedures

• Closing Out an Award Overview
• Non-Financial Reporting
• Overdue Reporting Escalation
• Record Management for Sponsored Projects

• Restricted Party Screenings
• Malign Foreign Talent Recruitment Programs - How to Recognize
• Disclosure and Certification Process (under construction)