- Quick Reference
- Agreement Templates
- New Investigator
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.
|Document Summary Sheet (DSS)||Initiated and submitted electronically through e-Proposal. Required for all proposals and submissions, including letters of intent and pre-proposals, that requires University authorization.|
NOTE: Only use this form in the rare instance where the project is already in preliminary status and eAward will not allow you to initiate a new prelim.
Required via eAward to create a new project on a preliminary basis or extend an existing project on a preliminary basis. Please use the "Preliminary Project Setup Request" option under "Pre-Award Spending" to initiate either 1) a new prelim project or 2) extend an existing project on a preliminary basis. **Submitting this form (paper or via eAward) does not automatically initiate an extension by OSP. Please let us know if you need assistance making a formal extension request.
|Companion Project Set-up (PDF)||This form has been integrated into eAward. The information is still required but the form is no longer needed to establish one or more companion projects.|
|Companion Project Re-budget Worksheet (XLS)||Required to establish one or more companion projects post-award. If setting up companions at time of award, please just submit individual budgets using the OSP budget worksheet.|
Optional to obtain at the proposal stage whenever collaboration with a subrecipient is proposed.
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.
|Letter of Intent to Subcontract (DOC)||Recommended template when prime or pass-through institution requests University's stated intent to enter into subcontract negotiations upon award.|
|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.|
|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.|
|Clinical Trials Budget Summary (XLS)||Required to set up a clinical trials award.|
|Re-budget Worksheet (XLS)||Recommended 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.|
|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.|
|3rd Party Cost Share Commitment (DOC)||University and 3rd Party compliance agreement governed by OMB A-110 Section 23. Required when 3rd party cost-share is proposed.|
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.
|Relinquishing Memo (DOC)||
Required when an exiting PI requests transfer of an award to his/her new institution.
|Carry-Forward Request (DOC)||
Recommended template for University to request carry forward of funds
|Change of PI form (DOC)||Required to request a change of Principal Investigator.|
|Change of ORG ID||Required via eAward modification to change the Org ID when the responsible department is changing but not rolling up to the same Chair/Division Head.|
|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.|