OSR Policies Links
Policies and Procedures: Table of Contents
I00.Overview of Research Administration at Carolina
200.General OSR Policies
- OSR Policy 200.1 Office of Sponsored Research (OSR) Responsibilities
- OSR Policy 200.2 Signatory Authority
- OSR Policy 200.3 Principal Investigator (PI) Eligibility
- OSR Policy 200.4 Principal Investigator (PI) Overall Responsibilities
- OSR Policy 200.5 Departmental Administrator (DA) Overall Responsibilities
- OSR Policy 200.6 Deans, Directors & Department Heads (DDD) Responsibilities
- OSR Policy 200.7 RAMSeS (Research Administration Management System and electronic Submission)
- 200.7, Pro. 1 Obtaining Administrative Roles in RAMSeS
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300.Proposal Development & Submission
- OSR Policy 300.1 Shared Responsibilities for Proposal Review and Institutional Approval: OSR, SPO and OCT
- OSR Policy 300.2 Master Agreements and Task Orders
- OSR Policy 300.3 Deadlines for Proposal Submissions to University Offices
- OSR Policy 300.4 Pre-Submission Compliance Requirements
- OSR Policy 300.5 Proposal Budget Requirements
- OSR Policy 300.6 Direct Costs
- OSR Policy 300.7 Direct Costs: Personnel
- 300.7, Pro. 1 Estimating Salary
- 300.7, Pro. 2 Working with Salary Caps
- 300.7, Pro. 3 Estimating Fringe Benefits
- 300.7, Pro. 4 Estimating Health Insurance
- 300.7, Pro. 5 Estimating Fully-Loaded Labor Hours
- OSR Policy 300.8 Direct Costs: Non-Personnel
- OSR Policy 300.9 Facilities and Administrative (F&A) Costs
- OSR Policy 300.10 Just-in-Time (JIT) Submission Requirements
- 300.10, Pro. 1 Completing JIT Requirements for NIH Proposals
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400.Award Acceptance & Establishment
- OSR Policy 400.1 OSR Award Management Responsibilities
- OSR Policy 400.2 Communications with Sponsors regarding Award Management
- OSR Policy 400.3 Principal Investigator and Departmental Administrator Responsibilities in Early Award Stages
- 400.3, Pro.1 Establishing Shadow Systems for Sponsored Awards
- OSR Policy 400.4 Award Notification and Acceptance
- OSR Policy 400.5 Establishment of Award Accounts
- OSR Policy 400.6 Pre-Award Spending
- 400.6, Pro.1 Completing a Project Financial Guarantee Request
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500. Award Management
- OSR Policy 500.1 Federal and University Award Management Guidelines
- OSR Policy 500.2 Departmental Responsibilities in Award Management
- OSR Policy 500.3 Expanded Authority under the FDP (Federal Demonstration Partnership)
- OSR Policy 500.4 Mandatory Prior Approvals
- OSR Policy 500.5 Pre-Audit Approval of Transactions
- OSR Policy 500.6 Personnel Expenditures
- OSR Policy 500.7 Cost Sharing
- OSR Policy 500.8 Capitalized Equipment
- OSR Policy 500.9 Transfer or Sale of Capitalized Equipment Purchased with Sponsored Funding
- OSR Policy 500.10 Travel
- OSR Policy 500.11 Outgoing Subcontracts
- OSR Policy 500.12 Consultants
- OSR Policy 500.13 Tuition Remission for Graduate Students Supported by Sponsored Funds
- OSR Policy 500.14 Cash Advances
- 500.14, Pro.1 Cash Advance Request and Reconciliation
- OSR Policy 500.15 Additional Non-Personnel Expenditures
- OSR Policy 500.16 Cost Accounting Standards (CAS) Exemptions
- OSR Policy 500.17 Purchase of Computers as a Direct Cost
- OSR Policy 500.18 Changes to Award Terms and Conditions
- OSR Policy 500.19 Budget Revisions
- OSR Policy 500.20 Cost Transfers
- 500.20, Pro.1 Creating Justifications for Sponsored Funds Transactions
- OSR Policy 500.21 Carryover
- OSR Policy 500.22 Disallowable Expenditures and Overdrafts
- OSR Policy 500.23 Award Transfers: Changes in PI and/or Institutional Ownership
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600.Reporting
- OSR Policy 600.1 Reporting Overview
- OSR Policy 600.2 OSR Financial Reporting Responsibilities
- OSR Policy 600.3 Principal Investigator and Departmental Administrator Financial Reporting Responsibilities
- OSR Policy 600.4 Accounting for Sponsored Program Expenditures
- OSR Policy 600.5 Effort Reporting
- OSR Policy 600.6 PARS (Personnel Activity Reporting System)
- 606.6, Pro. 1 Establishing and Certifying Effort
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700.Award Close-Out
- OSR Policy 700.1 Overview of Award Close-out Responsibilities
- OSR Policy 700.2 Notice of Termination Reply (NOTR)
- 700.2, Pro. 1 Preparing an NOTR
- OSR Policy 700.3 Account Close-Out
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800.Audits
- OSR Policy 800.1 Audits and Reports