For best results open forms using internet explorer.Proposal Forms
| Proposal Forms | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| IBB F&A Allocation - Calculator (xls) | Use to determine distribution of F&A costs to Responsibility Centers. | Complete & Upload to ̽̽Click | 09/13/24 |
| USDA - F&A Rate Calculator (xls) | Use to determine the correct F&A rate and baseto use with USDA NIFA proposals. | Complete & Upload to ̽̽Click | 03/06/20 |
| Unrecovered F&A - Calculator (xls) | Use to determine the amount of unrecovered F&A being cost shared. | Complete & Upload to ̽̽Click | 07/27/23 |
| Cost Share Request/Approval Form (pdf) | Use to collect approval from non-submitting units (not in the proposal route) that are providing cost share. | Complete & Upload to ̽̽Click | 1/28/20 |
| Subrecipient Certification Form (pdf) | Completed by subrecipients that are included in a ̽̽ proposal or prior to a subaward being issued by ̽̽. | Complete & Upload to ̽̽Click | 2/6/24 |
| Subaward RR Budget | Subaward Research & Related Budget form -V3.0 | Subaward Budget Form | 02/15/22 |
| For assistance with data management plans and data sharing sections of a proposal contact̽̽'s Library Data Management. | 2/08/18 | ||
| ̽̽ Template: NSF Safe and Inclusive Working Environments Plan | Use with proposals being submitted to NSF directly or as a subrecipient that include research being conducted off-campus or off-site. The Plan is NOT submitted as part of the proposal, but must be in place for that proposal at time of submission, unless your proposal meets a . | Complete & Upload to ̽̽Click | 01/30/23 |
| NIH Institutional Training Grants - ̽̽ Prevention of Harassment and Discrimination Statement(doc) | Use with NIH Training Grants: Include the content of this letter in the same letter of support that contains information about the applicant institutional commitment. | 06/6/22 |
Pre-Award Forms
| Pre-Award Forms | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| Advance Account Request Form (pdf) | Use to establish budget and allow spending prior to receipt of an award. If federal funds you may request 90-day pre-award costs. | Complete & Upload to ̽̽Click | 1/31/24 |
| 90-day Pre-Award Cost Request Form (doc) | Use to request 90-days pre-award costs, if not previously requested using the Advance Account Process. Federal Grants only. | Complete & Upload to ̽̽Click | 09/15/18 |
Award Administration Forms
| Award Administration Forms | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| Award Data Collection Form(xls) | At time of award, this form must be completed by the department responsible for managing the award and returned to SPA through ̽̽Click or emailed directly to the Award Acceptance Officer assigned to the award. | Complete & Upload to ̽̽Click | 07/29/21 |
| Internal No Cost Extension Request Form (xls) | Complete and submit to SPA for review and approval of an NCE. | Complete & Upload to ̽̽Click | 3/14/24 |
| External No Cost Extension Request Template Letter to Sponsor (doc) | Sample letter, to use if requesting sponsor approval of an NCE. | Complete & Upload to ̽̽Click | 05/11/18 |
| Re-Budget Request Form | Use to re-budget funds between line items or between projects under an award. | 5/28/24 | |
| Direct Cost Justification Form (pdf) | Use to request the allowability of a normally indirect cost item (non-payroll) to be charged as a direct cost item on a federally funded award. | Complete & Upload to ̽̽Click | 06/18/21 |
| Carryforward Request Template Letter to Sponsor (doc) | Sample letter, to use if requesting sponsor approval to carryforward unobligated balances. | Complete & Upload to ̽̽Click | 05/11/18 |
| Fixed Price Closeout Memo & Residual Balance Transfer Form (pdf) | SPA will provide this form to the PI when closing a fixed price agreement. | 09/06/18 | |
| Non-Payroll Cost Transfer Procedure (pdf) | To request authorization for non-payroll cost transfer on a sponsored project. | 06/14/21 | |
| Payroll Cost Transfers are processed by Cost Accounting | Payroll cost transfers on sponsored projects are managed by Cost Accounting. | 02/13/19 | |
| Fly America Waiver Checklist (pdf) | Traveler may use to self-document a waiver to the Fly America Act. | 07/20/18 | |
| Fly America Act/Open Skies Exception Decision Matrix (pdf) | Traveler may use to help determine if an Open Skies Exception to Fly America Act exists. | 07/20/18 | |
| Fly America Act/Open Skies Exception Decision Tree (pdf) | Traveler may use to help determine if an Open Skies Exception to Fly America Act exists. | 07/20/18 | |
| NSF Conference Grants - ̽̽'s Code of Conduct Brochure | Use with NSF conference, workshop, symposium grants. Each participant must be provided a digital or paper copy of the Code of Conduct. See . | 01/30/23 | |
| NIH Conferences/Scientific Meetings (R13/U13): Instructions for Creating a “Safety Plan” for JIT submission. | NIH Support for Conferences/Scientific Meetings (R13/U13) requires all applicants recommended for funding provide to NIH as part of Just-In-Time materials the "Safety Plan" that will be communicated to all conference/meeting attendees. See . | 07/1/23 | |
| Internal Project Request Form (xls) | To request a new internal project be created in PeopleSoft when there is no change in the funded amount from the sponsor. | 04/16/20 |
Outgoing Subaward Forms
| Outgoing Subaward Forms | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| SPA will provide this reminder to the PI with every new subaward. | 01/4/24 | ||
| Subaward Invoice Payment Certification (pdf) | SPA will provide this form to the PI with each subaward invoice. The formmust be completed and returned prior to paying a subrecipient invoice. | 01/31/20 | |
| Outgoing Subawards documents | SPA uses the FDP nationally recognized subaward documents. SPA also customizes Subawards to fit specific needs. Please visit outgoing Subawards for more details and contacts. | 06/1/21 |
Sponsored Agreement Templates
| Sponsored Agreement Templates | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| No money ResearchCollaboration Agreement (doc) | Use with no money being exchanged collaborations. | 04/10/17 | |
| Sponsored Project Research Agreement (doc) | ̽̽ template that can be offered to a sponsor. | 07/15/22 | |
| Fixed PriceResearch Services Agreement (doc) | ̽̽ template that can be offered to a sponsor. | 07/15/22 | |
| Agreement Amendment (doc) | Use to amend or modify an Agreement. | 10/18/18 | |
| SBIR Industry Subcontract to ̽̽ (doc) | Use with a small business when contracting with ̽̽ under the SBIR Program. | 06/1/22 | |
| STTR Industry Subcontract to ̽̽ (doc) | Use with a small business when contracting with ̽̽ under the STTR Program. | 06/1/22 | |
| STTR Allocation of Rights Agreement - | Use with STTR subcontracts as Attachment 2. Work with ̽̽ Innovations to complete and sign. A fully signed version must be delivered to SPA. | 01/01/20 | |
| Research Facility and Equipment Use Agreement (PDF) | Use where a Company will be provided access to certain ̽̽ research facilities, laboratories, or equipment. See: Use of ̽̽ Research Facilities and equipment Policy. | 05/4/22 | |
| Don't see an Agreement Type that fits your project needs? | Contact spa@uvm.edu. We have several types and styles of agreements available. | 01/01/20 |
Other Forms
| Other Forms | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| Data Use Agreement - for De-identified (doc) | Use for sharingDe-Identified Data Setsthird parties. | 01/01/20 | |
| Data Use Agreement - for Limited Data Set (doc) | Use for sharing Limited Data Sets with third parties. | 04/14/20 | |
| Confidentiality Agreement (doc) | Use to exchange confidential information to determine if there is interest in entering into a research project or clinical investigation. | 06/27/18 | |
| Template Teaming Agreement (doc) | Use where ̽̽ will be partnering with industry who is developing a proposal in response to a government RFP. | 06/20/18 |
Material Transfer Agreements
| Material Transfer Agreements | Purpose | ̽̽Click | Updated |
|---|---|---|---|
| MTAs are processed and approved by ̽̽ Innovations | See ̽̽ Innovations MTA Resource Page.Contact: mta@uvm.edu | 01/01/20 |