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NAME OF FORM
(with link to forms and instructions if present)
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USE THIS FORM FOR:
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PRE-AWARD
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POST-AWARD
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AWARD MANAGEMENT
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Advance Account Number Authorization (AANA)
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Details
• Pre award: to establish an account in advance of the receipt of the official award. AANAs are not to be requested when a Federal contract is the award mechanism.
• Pre-award: Establish an account for pre-award costs. Under Federal contracts, pre-contract costs require the prior approval of the Contracting Officer.
• Post-award: extend the end date of a current account when award modification extending the end date is imminent
• Pre or post award: Request pre-award costs or change the start date. Start dates for contracts can only be changed with Sponsor approval.
• More Details
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X
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X
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No Cost Extension
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Details
• To request an extension of an award beyond its current end date.
• Additional approval by sponsor may be required
• More Details
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X
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Related/Child Accounts
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Details
• To establish a related/child account not detailed in original award budget
• To reallocate award funds from one related account to another
• More Details
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X
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DRIF/Credit Split Change Form
DRIF/Credit Split Change Form Line by Line Instructions
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Details
• Change the DRIF/Credit percentages on an existing award or proposal
• Update DRIF/Credit when adding an investigator
• Update DRIF/Credit when deleting an investigator
• Update DRIF/Credit split when an investigator switches departments
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X
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X
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ORA Account Approval before IRB Approval
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Details
• This form should be completed for projects that have been awarded for which the portion of the study involving human subjects will not start until later in the period of performance. Once the form has been completed and signed by the PI and Department Chair, it should be forwarded to Joe Smith for IRB Concurrence, jsmith54@umd.edu
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X
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PROPOSAL ROUTING
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Intergovernmental Personnel Agreement Supplemental for IPAs
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Details
• Certification of UM employees going on IPA. Required for non-tenured personal
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X
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Organized Research Unit or Significant Projects Designation Request Form
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Details
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X
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SUBAWARDS
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Subrecipient Commitment Form
(updated 25 April 2018)
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Details
To be completed by all subrecipients and provided to the UM PI or Dept. Representative along with a statement of work, budget and budget justification.
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X
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MPowering Subaward Forms
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Details
• To be used when UM-Baltimore is Subaward to UMCP and vice versa.
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X
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Subaward Welcome Packet
• Department Subaward Request Letter
• Subrecipient Commitment Form
• Push-back memo for Pilot Institutions
• Direct and Indirect Costs under Federal Grants/Cooperative Agreements and Cost Reimbursement Contracts
• Sample Budget Template
• Sample Cost-Reimbursement Invoice
• Sample Fixed Price Invoice
(updated 1 December 2014)
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Details
To be used in requesting a subaward proposal from foreign, non-profit (other than US educational institutions) or for-profit entities. Subrecipient Commitment form to be completed and returned to UMD PI with proposal package. If a lengthy Sub Commitment Form is received from another FDP Expanded clearinghouse institution asking for institutional data not related to the current proposal, FDP suggests this Push-back message be respectfully returned to the requester to remind them of the terms for participating in the Pilot Study.
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X
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Subaward Request Form
(updated 30 April 2018)
Line by Line Instructions to Complete Subaward Request Form
(updated 30 April 2018)
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Details
• To request a new subaward from an established account number
• Must include sub’s SOW, budget, budget justification, and letter of commitment at a minimum
• To be sent to orasubaward@umd.edu
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X
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Departmental Subrecipient Monitoring Log
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Details
• Sample Form may be used to monitor Subaward activities at the department level.
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X
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Subaward Modification Request Form
(updated April 2018)
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Details
• To request a modification to an existing subaward including change in subawardee’s period of performance or funding
• To be sent to orasubaward@umd.edu
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X
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Closeout Certification
(updated 12 December 2016)
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Details
• To be completed by UM PI upon receipt of all deliverables and final invoice from Subrecipient.
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X
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Subaward Invoice Checklist
(updated 22 December 2016)
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Details
• To confirm/monitor subawardee’s invoices for payment, attestation that the charges are reasonable, and subawardee’s progress is satisfactory to date
• To be sent to orasubaward@umd.edu
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X
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Subcontractor Self-Certification Form
(updated 30 April 2018)
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Details
• To be completed by commercial subrecipients when UM’s Federal Prime contract requires a Small Business Subcontracting Plan
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X
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Subrecipient FCOI Certification
(updated 25 April 2018)
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Details
To be completed by subrecipients that will receive funds from an agency that uses the PHS FCOI regulations and does not participate in the FDP FCOI Clearinghouse.
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X
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