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Forms

In order to meet federal requirements, we review all grant applications, along with University-required forms, before submission to the funding agency.

We provide a list of Institutional Information you may need to complete forms related to your proposals and awards.

Budget Forms & Templates:

Form Name Details
OSP Budget Worksheet (XLS) Provided to assist with budget creation with a single or escalating F&A rate. Template may not conform to sponsor guidelines; please check RFP.
Clinical Trials Budget Worksheet (XLS) Required to set up a clinical trials award
Re-budget Worksheet (XLS) Required whenever reallocation of funds from one spending category to another is requested. Depending on the award terms and conditions, formal reallocation of funds may need to be pre-approved.
Re-budget Worksheet for Companion Projects (XLS) Required to establish one or more companion projects post-award - or to rebudget among companion projects. If setting up companions at time of award, please just submit individual budgets using the OSP budget worksheet.
FOR PLANNING/PROPOSAL DEVELOPMENT PURPOSES ONLY OSP Budget Worksheet - Multi Rate (XLS) Provided to assist with budget creation with varying overhead rates. Template may not conform to sponsor guidelines; please check RFP.
Budget Calculator for Varying F&A Rates Provide to assist with budget creation and calculate the F&A during budget periods spanning two or more fiscal years with varying overhead rates.
F&A Reduction/Waiver (XLS) Required post-award or post-DSS integration when a PI is requesting to waive or reduce F&A below the University's negotiated rate and the circumstances are outside the University's limited exceptions.
F&A Distribution Agreement (DOC) Required to state intended distribution of F&A across various colleges or departments when companion projects are not being used.

Cost Share Approval (XLS)

 

Required to request voluntary or mandatory cost share. The completed form must be attached in eProposal when the project is proposed. For guidance see Cost-Sharing.

3rd Party Cost Share Commitment (DOC)

May be required when 3rd party cost-share is proposed.

Letters of Intent:

Form Name Details

Outgoing Domestic Subawards

Letter of Intent for Domestic Subrecipients to Establish a Subaward with the University of Utah (PDF) - all prime sponsors except NSF

Optional to obtain at the proposal stage whenever collaboration with a subrecipient is proposed in UU budget

NOTE: To issue a subaward post-award, departments are required to request through eAward. At this time, the subrecipient will be required to complete the full subrecipient commitment information electronically.

Outgoing Foreign Subawards

Letter of Intent for Foreign Subrecipients (all prime sponsors) to Establish a Subaward with the UofU (PDF) 

Required to obtain at the proposal stage whenever collaboration with a foreign subrecipient is proposed in UofU budget.

Outgoing NSF Subawards

Letter of Intent for Domestic & Foreign Subrecipients (under a prime NSF award) to Establish a Subaward with the UofU (DOC) 

Required to obtain at the proposal stage whenever collaboration with a subrecipient is proposed in UU budget to NSF. For internal purposes only. Upload into ePropoposal but not Research.gov.

Incoming Subcontracts

Letter of Commitment to Subaward to the UofU (DOC) 
Recommended template when prime or pass-through institution requests University's stated intent to enter into subcontract negotiations upon award.

Other OSP Forms:

Form Name Details
Relinquishing Memo (DOC)

Required when an exiting PI requests transfer of an award to his/her new institution.

Change of PI form (DOC) Required to request a change of Principal Investigator.
Sponsored Project vs External Sales Guidelines Questionnaire (Recharge Validation) (DOC) Guidelines to assist departments in making a determination regarding the administrative treatment of an externally funded activity (not a gift) when such treatment is not clearly indicated under existing University policies.

See also Agreement Templates and Other University Standard Form Contracts.

Last Updated: 1/8/24