Forms, worksheets, and tools

Proposal development forms

• Audit certification: The audit certification form is required for subrecipients prior to issuing a subaward. (revised 2/7/2020)
• Foreign talent recruitment programs: All investigators must complete, certify, and submit the foreign talent recruitment programs form to the OSP prior to proposal submission and annually for the duration of any sponsored project. (published 8/28/2024)
• Late submission waiver request: The OSP requires that a complete sponsored project proposal package be received no later than four (4) business days prior to the sponsor’s deadline to allow reviews for compliance with sponsor and university requirements and on-time submission to the sponsor. When a sponsored project proposal package must be provided late to OSP, an approved waiver is required in order to proceed with this review and submission to the sponsor if at all possible. For additional information, view the late submission guidelines or submit the late submission waiver request form through ServiceNow. (effective 7/1/2021)
• Request for a reduction or waiver of IDC costs: Please review the Request for a Reduction or Waiver of IDC Knowledge Base article for information on accessing and completing the form. The request for a reduction or waiver of IDC  form should be completed and submitted to OSP at least two (2) weeks prior to the sponsor’s deadline through ServiceNow. (effective 7/1/2021)
• Request for approval to serve as principal or co-principal investigator: For more information review the policy on Principal Investigator (PI) eligibility or submit the request for approval to serve as principal or co-principal investigator form through ServiceNow. (effective7/1/2021)
• Significant financial interest and foreign talent recruitment program disclosure: All investigators must complete, certify, and submit the disclosure of significant financial and foreign interests to the OSP prior to proposal submission and annually for the duration of any sponsored project. (revised 8/16/2024)
• Sponsored project tuition and fee waiver request: Complete the sponsored project tuition and fee waiver request form for a tuition and fee waiver. It should be completed and submitted to the OSP at least two weeks prior to the sponsor’s deadline. (revised 6/3/2021)
• Subrecipient commitment: The subrecipient commitment form is used to document the participation of proposed sub-recipient/subcontractors. No subaward will be issued until the completed form is received.

Award Management Forms

• Cost transfer justification: Use the cost transfer justification form for expenses that are transferred must be reasonable, allocable, and consistently treated as direct costs. (revised 10/8/2010)
• Participant certification form (updated 8/21/2020)
• Participant payment disbursement form (updated 8/7/2023)
• Request to add subaward to an existing project form (effective 7/1/2021)
• Signature/approval delegation form (revised 5/14/2021)
• Sole source justification & cost/price analysis: Federal regulations governing research contracts (not grants) require that sole source and cost/price justifications be provided for all subawards under contracts. Submit a sole source justification & cost/price analysis form. (issued 1/7/2016)
• Sponsored project action request (SPAR): The SPAR form is used for no cost extension and may be submitted through ServiceNow. Additional SPAR form resources:
  • Sponsored project action request (SPAR) knowledge base article
  • Procedure for securing internal approvals (no-cost extensions, budget modifications, and advanced account requests).

Worksheets and tools

• Budget template(Revised 10/26/2022)
• Budget modification worksheet (issued 8/21/2020)
• Fringe benefit calculator (issued 9/20/2024)
• Grant chart field value set for questionable account codes. (issued 11/9/2018)
• PeopleSoft financials budget overview inquiry cheat sheet (issued 4/1/2013)
• PeopleSoft grant balance inquiry instructions (issued 4/11/2017)
• Subrecipient risk analysis tool (issued 11/21/2018)