Forms and Budget

Budget Information

• Budget and Account Codes
• Cost Share Policy
• Facilities and Administrative (F&A) Cost Rates
  Get an explanation of F&A Costs (PDF) from the Council On Governmental Relations (off-site).
• Faculty Research Incentive Program — Memorandum (PDF)
• Fringe Benefit Rates
• Graduate Assistant Tuition Waivers & Stipends (PDF)
• Guidance for Charging Administrative and Clerical Salaries to Federal Awards (PDF)
• Guidance on Expenditures Near the End of A Project (PDF)
• Salary Verification, Business Process Script (docx)
• Small Business Subcontracting Plan Guidance (PDF)
• Subaward Payment Processing Procedure (PDF)
• Subrecipient Monitoring Responsibilities After the Award (PDF; revised Feb 2019)

University Forms

• Agreement Template — Research (docx)
• Agreement Template — Testing, Evaluation, Services (docx)
• Budget Revision Form (2019) (xls)
• Change/Add/Remove PI/PD — For a fillable form, please click the link and save the file to your computer before entering text (using Adobe Reader [off-site] or Adobe Acrobat).
• Change in Primary Funding Source Form (PDF)
  ▸ Instructions
  

• Confidentiality Agreement (non-disclosure) (2012) (doc)
• F&A-Cost Waiver Request (3.13.19) (PDF)
• Internal Consultant, Request for Services of (PDF)
• Internal Consultant Service Report (PDF)
• Invention Disclosure Form (doc) (from OTD forms page*)
  
• Material Transfer Agreement (PDF) (from OTD forms page*)
• Professional Personal Services Agreement (PSA), for use with independent consultants. (Form originates from the Office of the Controller / Tax Compliance / Independent Contractor Payments / Steps for Processing an Independent Contractor Payment.)
  
• PROPOSAL INFORMATION FORM (PIF) (PDF) — For a fillable form, please save the file to your computer before entering text (using Adobe Reader [off-site] or Adobe Acrobat).
• Software/Copyright Disclosure Form (PDF) (from OTD forms page*)
• Travel Expenditure Justification Form for Federally Funded Projects (docx) (Justification is required; using the form is optional.)

Don't see the form you're looking for? Try the *Office of Technology Development (OTD) forms page (redirects to the OTD website).