Name: ecrt Certification Period Ends at 5 PM EST
Start: 2024-04-29T08:00:00-04:00
End: 2024-04-29T17:00:00-04:00

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Proposal Related Forms and Tools

Form	Office	Description	Operating Standard and Procedure
Internal Processing Form (IPF)	OSP	Request for a proposal submitted via RAMSeS. This does not take the place of the sponsor required proposal.	OSP 300.03 - Deadlines for Proposal Submissions to University Offices and Procedure
Letter of Institutional Commitment to Harassment and Discrimination Protections (NIH) (PDF) UPDATED: 05/12/2022	OSP	Required letter of support for all NIH institutional training grant applications with dues dates on or after January 25, 2019. NOTE: An Onyen is required to open this document.
Project Financial Guarantee Form	OSP	Request to establish a pre-award spending account submitted via RAMSeS.	OSP 400.06 - Pre-Award Spending and Procedure
Sample Proposal Cover page (Word)	OSP	Sample cover page to use for proposal submissions when requested by the sponsor, but a template is not provided.
SBIR/STTR Subrecipient Letter of Intent (PDF) UPDATED: 04/04/2024 Instructions (PDF)	OSP	Letter of Intent (LOI) template to use when UNC is receiving a subagreement for SBIR/STTR program. Must be signed by the UNC PI and Authorized Official.
SBIR/STTR Sponsored Research Agreement Template (PDF) UPDATED: 01/26/2024	OSP	May be used for Small Businesses at time of award to expedite award set-up (only if no revisions received)
COVID-19 Impact Letter to Sponsor (Word) UPDATED: 06/09/2020	OSP	Template letter for communicating to sponsors on impact to research activities from COVID-19 and any anticipated length of delays.
Subrecipient Letter of Intent (Incoming) (PDF) UPDATED: 05/17/2022 Instructions (PDF)	OSP	Letter of Intent (LOI) template to use when UNC is receiving a subagreement
Subrecipient Letter of Intent (Outgoing) (PDF) UPDATED: 10/01/2023 Instructions (PDF)	OSP	Letter of Intent (LOI) template to use when UNC is issuing a subagreement Subrecipient v. Contractor Determination Questionnaire (PDF) Subrecipient v. Contractor Certification Example (PDF)
Subrecipient Personnel Change - Conflict of Interest (PDF) UPDATED: 05/13/2022	OSP	OSP must track all personnel that are subject to UNC's Conflict of Interest Policy, which included subrecipients. This form should be used to make any needed updates to subrecipient personnel subject to UNC'S COI.

Budgeting

Form	Office	Description	Operating Standard and Procedure
Budget Revision Form (PDF) UPDATED: 02/22/2024 Instructions (PDF) Changes to the Form (PDF) Questions to Ask (PDF)	OSP	Request a budget revision for all projects. Forms that are electronically signed may use the SUBMIT button in the form to route to OSP. All others must manually submit a scanned copy to SponsoredPrograms@unc.edu. Click here to access the Computer-Based Training modules in OSP's Training Library.	OSP 500.19 - Budget Revisions
Facility Use Fee Budget Model (Detailed) (Excel)	OSP	Optional budgeting model (detailed budget version) that incorporates facility use fees. To be used with For-Profit sponsors only.
Facility Use Fee Budget Model (Non-Detailed) (Excel)	OSP	Optional budgeting model (budget pool version) that incorporates facility use fees. To be used with For-Profit sponsors only.
Graduate Student Fees Allowable on Federal Funding Sources	OSP	Annual graduate student fees separated into allowable and unallowable on Federal funding sources.

Other Support and Biosketch

Form	Office	Description
NIH Other Support Template (Word) UPDATED: 12/2020	OSP	Revised May 2021, this other support template is for use on all NIH submittals and requests. The updated template is based on new requirements in NIH Notice NOT-OD-21-073 which will be required beginning January 25, 2022. See the UNC Other Support Sample (PDF) to reference a completed form incorporating the new requirements.
NIH Biosketch Format Pages	NIH	Biosketches are required in both competing applications and progress reports. This provides instructions, blank format pages and sample biosketches.
NSF-Approved Formats for the Biographical Sketch	NSF	NSF requires a biographical sketch for each individual identified as senior personnel. Detailed information about the content is available in the Proposal and Award Policies and Procedures Guide (PAPPG), Chapter II.C.2.f .
NSF-Approved Formats for Current and Pending Support	NSF	NSF requires information on all current and pending support for ongoing projects and proposals. Detailed information about the content is available in the Proposal and Award Policies and Procedures Guide (PAPPG), Chapter, II.C.2.h . Additional training is available here .

Prior Approvals & Waiver Requests

Form	Office	Description	Operating Standard and Procedure
F&A Waiver Request Form (Non-Profit) (PDF) UPDATED: 03/08/2023	OSP	Request a reduction or waiver of F&A costs on a Non-profit sponsored project.	OSP 300.09 - F&A Costs
F&A Waiver Request Form (For Profit) (PDF) UPDATED: 03/08/2023	OSP	Request a reduction or waiver of F&A costs on a For-profit sponsored project.	OSP 300.09 - F&A Costs
Fly America Act Waiver (PDF) UPDATED: 08/11/2021	OSP	This form is a statement executed by the traveler and/or Principal Investigator (PI) justifying the use of a foreign flag air carrier for travel charged to a federally sponsored project. No Operating Standard or Procedure
IRB Waiver Request (PDF) UPDATED: 02/28/2022	OSP	Use when requesting a waiver for the required IRB approval when using human research subjects.	OSP 300.04 - Pre-Submission Compliance Requirements
IACUC Waiver Request (PDF) UPDATED: 02/28/2022	OSP	Use when requesting a waiver for the required IACUC approval when using animal research subjects.	OSP 300.04 - Pre-Submission Compliance Requirements
Letter of Justification for Change In PI Effort (PDF) UPDATED: 07/26/2021	OSP	Request a reduction in PI effort. Letter must be signed by the PI and submitted to OSP for prior approval. May also require sponsor prior approval.	OSP 600.05 - Effort Reporting
PI Eligibility Waiver Instructions and Template (PDF) UPDATED: 09/01/2022	OSP	Request a waiver for a Principal Investigator (PI) who does not meet the standard PI Eligibility criteria.	OSP 200.03 PI Eligibility and Procedure
Prior Approval Request Form (PDF) UPDATED: 02/22/2024 Instructions (PDF)	OSP	Request OSP approval to make an administrative or financial revision to an existing project that requires internal and/or sponsor prior approval. Forms that are electronically signed may use the SUBMIT button in the form to route to OSP. All others must manually submit a scanned copy to SponsoredPrograms@unc.edu. Click here to access the Computer-Based Training modules in OSP's Training Library.	OSP 500.03 - Prior Approval Requests
Request for Cost-Sharing in External Funding (PDF) UPDATED: 07/26/2021	VCR	Request cost-share provided by UNC-CH offices and/or departments other than the recipient department.	OSP 500.07 - Cost Sharing
Request for Non-Personnel Cost Share (PDF) UPDATED: 07/26/2021	OSP	Request cost share using in-kind contributions.	OSP 500.07 - Cost Sharing

Study Subjects Payments

Form	Office	Description	Operating Standard and Procedure
OSP Cash Advance Request Form (PDF) UPDATED: 02/22/2024	OSP	Specific form used to request Cash Advance for use on sponsored programs. See an Example Cash Advance Request Form (PDF) or an Example Subrecipient Cash Advance Request Form (PDF).	OSP 500.14 - Cash Advance and Procedure
OSP P-Card Request Form for Sponsored Projects (PDF) UPDATED: 02/22/2024	OSP	Request that OSP will review for projects that P-Cards will be used to purchase study subjects incentives on. See an Example P-Card Approval on Sponsored Programs Request (PDF) or an Example No Budget P-Card Approval on Sponsored Programs Request (PDF).	Coming Soon.
Tango Request Form (PDF) UPDATED: 02/22/2024	OSP	Specific form used to request Tango account for use on sponsored programs. See an Example non-OSP TANGO Request Form (PDF) form or an Example OSP TANGO Request Form (PDF).	OSP 500.17 – Pre-Paid Cards and Procedure
OSP Advance Reconciliation Form (PDF) UPDATED: 07/17/2023	OSP	Specific form used when reconciling advances for sponsored programs. See an Example Advance Reconciliation Form (PDF).	See all Procedures for specific reconciliation details for each study subject payment type.

Industry

Form	Office	Description
Data Use Agreement Request Form (PDF) UPDATED: 11/07/2023	OSP	This form should be completed and uploaded to ALICE when a new data use agreement is being requested.
Material Transfer Agreement Request Form (PDF) UPDATED: 11/07/2023	OSP	This form should be completed and uploaded to ALICE when a new material use agreement is being requested.
Ledger 4 Date Change Request	OSP	Online request form to extend the end date or to closeout a Ledger 4 clinical trials.
Research Service Center/Core Agreement Form	OSP	Guidance on the different types of actions for Research Core Agreements and their corresponding online forms.

Subagreements

Form	Office	Description
Outgoing Subagreement Proposal Checklist (PDF)	OSP	Checklist outlining the main requirements for including subrecipients in proposal submission at UNC.
Subrecipient Outgoing Letter of Intent (PDF) UPDATED: 10/01/2023	OSP	Letter of Intent (LOI) template to use when UNC is issuing a subagreement. The majority of the information will be completed by subrecipients.
Outgoing Subrecipient Award Management Checklist (PDF)	OSP	Checklist outlining the main stages and steps for outgoing subagreement project management at UNC.
Subrecipient Personnel Change - Conflict of Interest (PDF) UPDATED: 05/13/2022	OSP	For used for requesting a change in Key Personnel on existing Subagreement.
Outgoing Subagreement Amendment Guidance for Department (PDF) UPDATED: 04/18/2022	OSP	Guidance on the different types of amendments for projects and what are required at for each.
Outgoing Subagreement Closeout Checklist (PDF)	OSP	Checklist outlining the main requirements for outgoing subagreement project closeout at UNC.
Outgoing Subagreement Matrix of Required Documentation (PDF) UPDATED: 05/23/2022	OSP	Grid of required documentation for each subagreement action.
Outgoing Subrecipient Invoicing Checklist (PDF)	OSP	Checklist outlining the steps and requirements when invocing and processing a subrecipient.
Subrecipient v. Contractor Guidance (PDF) UPDATED: 08/08/2022	OSP	Guidance on the difference between a subcontractor and a contractor on sponsored programs and why it matters.
Subrecipient v. Contractor Determination Questionnaire (PDF) UPDATED: 08/08/2022	OSP	Tool to aid in determining whether someone should be a subcontractor or a contractor.
Subrecipient v. Contractor Certification Example (PDF) UPDATED: 08/08/2022	OSP	Example of Certification Letter for subrecipient or contractor use.
Outgoing Subagreement Research Subjects & Data Transfer Form (PDF) UPDATED: 01/31/2024	OSP	Required when Human Research Subjects/Data are identified for an outgoing subagreement.

Research Core Development

Form	Office	Description
RSC Operating Plan Form (PDF) UPDATED: 03/15/2023	OSP
Research Service Center Operating Plan Form Instructions (PDF) UPDATED: 07/19/2023	OSP
Rate Development Worksheet – With Member Subsidy (Excel) (30 rates) UPDATED: 05/01/2023	OSP	Worksheet to request a rate for a research core/service center with member subsidy (up to 30 rates).
Rate Development Worksheet – No Member Subsidy (Excel) (30 rates) UPDATED: 05/01/2023	OSP	Worksheet to request a rate for a research core/service center with no member subsidy (up to 30 rates).
Rate Development Worksheet – With Member Subsidy (Excel) (50 rates) UPDATED: 05/01/2023	OSP	Worksheet to request a rate for a research core/service center with member subsidy (up to 50 rates).
Rate Development Worksheet – No Member Subsidy (Excel) (50 rates) UPDATED: 05/01/2023	OSP	Worksheet to request a rate for a research core/service center with no member subsidy (up to 50 rates).

Other Research Related

Form	Office	Description	Operating Standard and Procedure
Dual Employment Request Form	Finance	Request and certify that an employee has performed work elsewhere and needs to receive payment.
Dual Employment Payment Authorization (Word)	Finance	Request payment for an employee who is from another institution and has performed work at UNC-CH.
Employee - Independent Contractor Determination Checklist (PDF)	Finance	Determine if a service provider is an independent contractor under IRS guidelines.	OSP 500.12 - Consultants
Faculty/Researcher Separation Checklist (Word) UPDATED: 07/31/2018	VCR	Checklist for faculty members who are leaving the University to ensure proper notification to appropriate central offices.
Independent Contractor & External Personnel Questionnaire (PDF) UPDATED: 01/21/2021	OSP	Form used to capture independent contractor data and P.I. confirmation for review by OSP. This form replaces the FCOI Independent Contractor form.	OSP 500.12 - Consultants
Outgoing International Wire Transfer (PDF)	Finance	Request a wire transfer outside the United States and its territories.
Outgoing Domestic Wire Transfer (PDF)	Finance	Request a wire transfer within the United States and its territories.
Ledger 4 Clinical Trial Date Change Request Form	OSP	This form requests a date extension or change in date to end date to start the closeout process. This guidance only applies to ledger 4 clinical trials.
SBIR/STTR Administrative Guidance (PDF) UPDATED: 04/04/2024	OSP	Guidance and process on working with SBIR/STTR programs at UNC
SBIR/STTR Data Confirmation Report (PDF) UPDATED: 04/24/2020	OSP	Form used to capture investigator independent data confirmation for review by COI Office
COVID-19 Impact Letter to Sponsor (Word) UPDATED: 06/09/2020	OSP	Template letter for communicating to sponsors on impact to research activities from COVID-19 and any anticipated length of delays.

Departmental Invoicing

Form	Office	Description	Operating Standard and Procedure
OSP Invoice Template (Excel) UPDATED: 04/05/2021	OSP	An invoice template to use when invoicing on Billable Per Unit (BPU) projects.
OSP Deposit Memo (Excel) UPDATED: 06/30/2022	OSP	The OSP approved and required memo for use when submitting sponsor payments to OSP for deposit.

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Proposal Related Forms and Tools

Budgeting

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Study Subjects Payments

Industry

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Departmental Invoicing

NEGOTIATED RATES	On-Campus	Off-Campus < 10-mile	Off-Campus ≥ 10-mile
Organized Research	55.5%	25%	26%
Instruction	50%	28%	26%
Other Sponsored Activities	36%	28%	26%