Forms and Templates

Checklist for Charging Administrative Costs to Sponsored Projects Documents institutional authorization to budget (and expend, if funded) costs inconsistent with UNMC’s standard financial practice; i.e., to charge indirect (facilities and administrative) costs as direct costs for projects that meet certain criteria
Advance Account Request Establishes a WBS number prior to the complete set-up of a sponsored project in order to ensure the proper accounting of project-related expenses
Budget reduction Reduces the planned revenue, during the performance period (e.g., if the sponsor pulls back funds) or at close-out (e.g., if it needs to be adjusted to match the life-to-date revenue)
Close-out memoranda 
Closes the sponsored project in UNMC’s sponsored project systems when all expenses have been recorded and all revenues have been received.  Also, the planned revenue matches the life-to-date revenue, and there is a zero balance.
Closes the sponsored project in UNMC’s sponsored project systems when all expenses have been recorded and all revenues have been received,  Also, the planned revenue needs to be adjusted to match the life-to-date revenue, and there is a zero balance.
Closes the sponsored project in UNMC’s sponsored project systems when all expenses have been recorded and all revenues have been received.  Also, the planned revenue needs to be adjusted to match the life-to-date revenue, and there is a balance less than twenty-five percent (25%) of the total revenue to be transferred to a 37 account.
Closes the sponsored project in UNMC’s sponsored project systems when all expenses have been recorded and all revenues have been received.  Also, the planned revenue needs to be adjusted to match the life-to-date revenue, and there is a balance greater than twenty-five percent (25%) of the total revenue to be transferred to a 37 account if appropriate and justified.
Closes the sponsored project in UNMC’s sponsored project systems when all expenses have been recorded and all revenues have been received.  Also, the planned revenue needs to be adjusted to match the life-to-date revenue, and there is a balance to be returned to the sponsor.
Contract Questionnaire

Provides information about industry-sponsored projects to assist SPAdmin negotiate agreements with industry sponsors.

Change in effort commitment

Changes the PI’s and/or other key personnel’s commitment of effort to a sponsored project.  The change can either:

  • Be significant and require sponsor approval, or
  • Not be significant and not require sponsor approval, but be communicated to the sponsor
Facilities & Administrative (F&A) Cost Waiver Request Required in order to use an F&A rate lower than the rate allowed by the sponsor.  In order to maximize UNMC’s F&A recovery, waivers are considered on a case-by-case basis by the Vice Chancellor for Research.
No-cost extension memoranda 
Changes the end date of a sponsored project that was not completed by the original end date.  Note, simply having a balance at the end of the original project period is not a sufficient reason to extend a project.  The change is made in UNMC’s sponsored program systems, but it does not need to be communicated to the sponsor (e.g., the sponsor did not specify an end date).
Changes the end date of a sponsored project that was not completed by the original end date.  Note, simply having a balance at the end of the original project period is a sufficient reason to extend a project.  The change is made in UNMC’s sponsored program systems after SPAdmin definitizes it with the sponsor (e.g., amends the agreement).
Non-Sponsored Projects and IACUC Protocol Association Links an IACUC protocol to a departmental or unrestricted account in order to charge animal expenses.
International Projects Questionnaire Provides information about international travel and sponsored projects, business agreements, and Material Transfer Agreements with international components for review and management by Business & Finance, SPAdmin, UNeMed, and/or other units
Non-Sponsored Projects and IRB Protocol Association Links an IRB protocol to a departmental or unrestricted account in order to charge patient reimbursements.
Salary Cost Share Approval Required in order to use an amount lower than the Institutional Base Salary when the sponsor does not have a salary cap.
Intent to Form a ConsortiumSubcontract-in Used when another organization is submitting an application that includes UNMC as a consortium participant.  It meets the NIH requirement that the other organization represents that UNMC is prepared to establish the necessary inter-organizational agreement consistent with sponsor policy.
Intent to Form a ConsortiumSubcontract-out Used when UNMC is submitting an application that includes another organization as a consortium participant.  It meets the NIH requirement that UNMC represents that the other organization is prepared to establish the necessary inter-organizational agreement consistent with sponsor policy.
UNMC / VAMC Memorandum of Understanding Describes the total professional effort of faculty members with dual UNMC-Omaha VA appointments, in order to ensure that there is no dual compensation for the same work.

 

 

 

 

 

 

 

 

 

 

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