Forms and Templates
Administrative Costs
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

ADIS Advance Account guide

May 2016 Buzz session - Special topic:  Advance Accounts

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)
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)
Intake Form

MS Word version | Adobe PDF version

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 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.