OSR Forms
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| Budget Revision Cover Sheet | OSR |
Provides a summary of the Budget Revision and included with the initial revision request. No longer used after June 25, 2018. |
OSR 500.19 – Budget Revisions |
| (New) Budget Revision Form | OSR |
Request a budget revision for all projects. Forms that are electronically signed may use the SUBMIT button in the form to route to OSR. All others must manually submit a scanned copy to ResAdminOSR@unc.edu. Note: Right-click to download the file (Save Link as…) and open file in Adobe Acrobat. Do not open in your web browser. Click here to access the Computer-Based Training modules in OSR’s Training Library. |
OSR 500.19 – Budget Revisions |
| (Prior version) Budget Revision Form | OSR |
Request a budget revision for existing projects. Submit to ResAdminOSR@unc.edu. No longer used after June 25, 2018. |
OSR 500.19 – Budget Revisions |
| Budget Revisions between Prime/Subaccounts | OSR |
Request budget revisions between the Prime and Subaccounts. Submit to ResAdminOSR@unc.edu. No longer used after June 25, 2018. |
OSR 500.19 – Budget Revisions |
| Facility Use Fee Budget Model (Detailed) | OSR | 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) | OSR | Optional budgeting model (budget pool version) that incorporates facility use fees. To be used with For-Profit sponsors only. |
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| F&A Waiver Request Form (Non-Profit) | OSR | Request a reduction or waiver of F&A costs on a Non-profit sponsored project. | OSR 300.9 – F&A Costs |
| F&A Waiver Request Form (For Profit) | OSR | Request a reduction or waiver of F&A costs on a For-profit sponsored project. | OSR 300.9 – F&A Costs |
| Letter of Justification for Change In PI Effort | OSR | Request a reduction in PI effort. Letter must be signed by the PI and submitted to OSR for prior approval. May also require sponsor prior approval. | OSR 600.5 – Effort Reporting |
| PI Eligibility Waiver Instructions and Template | OSR | Request a waiver for a Principal Investigator (PI) who does not meet the standard PI Eligibility criteria. | OSR 200.3 PI Eligibility and Procedure |
| (New) Prior Approval Request Form | OSR |
Request OSR 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 OSR. All others must manually submit a scanned copy to ResAdminOSR@unc.edu. Note: Right-click to download the file (Save Link as…) and open file in Adobe Acrobat. Do not open in your web browser. Click here to access the Computer-Based Training modules in OSR’s Training Library. |
OSR 500.3 – Prior Approval Requests |
| (Prior Version) Prior Approval Request Form – IPAS | OSR |
Request OSR approval to make an administrative or financial revision to an existing project. Submit to ResAdminOSR@unc.edu. No longer used after June 25, 2018. |
OSR 500.4 – Mandatory Prior Approvals |
| Request for Cost-Sharing in External Funding | VCR | Request cost-share provided by UNC-CH offices and/or departments other than the recipient department. | OSR 500.7 – Cost Sharing |
| Request for Non-Personnel Cost Share | OSR | Request cost share using in-kind contributions. | OSR 500.7 – Cost Sharing |
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| Internal Proposal Processing Form (IPF) | OSR | Request for a proposal submitted via RAMSeS. This does not take the place of the sponsor required proposal. | OSR 300.3 – Deadlines for Proposal Submissions to University Offices and Procedure |
| Project Financial Guarantee Form | OSR | Request to establish a pre-award spending account submitted via RAMSeS. | OSR 400.6 – Pre-Award Spending and Procedure |
| Sample Proposal Cover page | OSR | Sample cover page to use for proposal submissions when requested by the sponsor, but a template is not provided. | |
| Subrecipient Commitment Letter (Incoming) | OSR | Letter of Intent (LOI) template to use when UNC is receiving a subagreement. Must be signed by the UNC PI and Authorized Offical. | |
| Subrecipient Commitment Letter (Outgoing) | OSR | Letter of Intent (LOI) template to use when UNC issues a subagreement. Must be signed by the subrecipient PI and Authorized Official. | OSR 500.11 – Outgoing Subcontracts |
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| Application for Advancement for Cash Advance | OSR | Request a cash advance on a sponsored project. Must be signed and submitted to OSR Pre-Audit Team (see team assignments here). | OSR 500.14 – Cash Advance and Procedure |
| Cash Advance Agreement | OSR | Outlines the responsibilities of requesting and accepting a cash advance from the University for a sponsored project. | OSR 500.14 – Cash Advance and Procedure |
| Request for Advance for Purchase of Gift Cards | OSR | Request a cash advance specifically to purchase gift cards on a sponsored project. Include with Application for Cash Advance and Cash Advance Agreement. | OSR 500.14 – Cash Advance and Procedure |
| Cash Advance Settlement Cover Sheet | OSR | Cover sheet to include with cash advance reconciliation documents. | OSR 500.14 – Cash Advance and Procedure |
| Reconciliation of Cash Advance for Study Subjects | OSR | Reconcile a cash advance when used to pay study subjects. Included with Cash Advance Settlement Cover Sheet | OSR 500.14 – Cash Advance and Procedure |
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| Dual Employment Request Form | Human Resources | Request and certify that an employee has performed work elsewhere and needs to receive payment. | |
| Dual Employment Payment Authorization | Human Resources | Request payment for an employee who is from another institution and has performed work at UNC-CH. | |
| Employee – Independent Contractor Determination Checklist | Human Resources | Determine if a service provider is an independent contractor under IRS guidelines. | OSR 500.12 – Consultants |
| Faculty/Research Separation Checklist | VCR | Checklist for faculty memebers who are leaving the Univserity to ensure proper notification to appropriate central offices. | |
| Outgoing Foreign Wire Transfer in Foreign Currency Form | Finance | Request a wire transfer outside the United States and its territories. | |
| Outgoing Domestic Wire Transfer | Finance | Request a wire transfer within the United States and its territories. |