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.
OSP Forms:
| Form Name | Details |
|---|---|
| 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. |
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Preliminary Project Set Up and Ext Form (DOC) 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. |
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Letter of Intent to Establish a Subcontract with the University of Utah (DOC)
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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. |
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Letter of Intent to Establish a Subaward with the University of Utah (DOC) - NSF Prime |
Required to obtain at the proposal stage whenever collaboration with a subrecipient is proposed with NSF. |
| 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. |
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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. |
See also Agreement Templates and Other University Standard Form Contracts.