Award Forms
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| Budget Revision Form (PDF) UPDATED: 02/22/2024 | 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  |
| 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 |
| Prior Approval Request Form (PDF) UPDATED: 02/22/2024 | 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 |
| 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. | |
| 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. |
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| Employee - Independent Contractor Determination Checklist (PDF) | Finance | Determine if a service provider is an independent contractor under IRS guidelines. | OSP 500.12 - Consultants |
| 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 |
| Form | Office | Description | Operating Standard and Procedure |
|---|---|---|---|
| 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) | |
| Service Agreement Template (PDF) UPDATED: 02/28/2022 |
| 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. |