Checklist for charging 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 - done in ADIS||
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
May 2016 Buzz session - Special topic: Advance Accounts
|Budget - Parent / Child||Provides information for SPAdmin to initiate the set-up of sub-accounts to track separate parts of a complex grant. Child budgets should roll up into the Parent budget in ADIS.|
|Contract Questionnaire - SPAdmin||
Provides information about industry-sponsored projects to assist SPAdmin negotiate agreements with industry sponsors.
|Contract Questionnaire - UNeHealth||
Provides information about industry-sponsored projects to assist UNeHealth to negotiate agreements with industry sponsors.
Data Use Agreement (DUA) / Data Transfer Agreement (DTA)
Guides Sponsored Programs Administration staff in negotiating DUA/DTA terms and in establishing workable timelines.
|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.|
|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.|
|Intent to Form a Consortium – Subcontract-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 Consortium – Subcontract-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.|