Outgoing Subagreement Matrix
MATRIX: Required Documents for Outgoing Subagreement Requests
|
Transaction Type |
Detailed Budget |
Budget Justification |
Scope of Work |
Sponsor Prior Approval |
LOI / Facepage |
|
|
Amendments |
Additional Funding |
x |
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|
Additional Terms & Conditions |
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|
Carryover and Additional Funds |
x |
x |
||||
|
Carryover Only** |
x |
x |
||||
|
Change in Budget |
x |
(x) |
||||
|
Change in PI |
(x) |
|||||
|
Change in UNC PI |
(x) |
|||||
|
Change in SOW |
x |
x |
||||
|
Deobligation of Funds* |
(x) |
|||||
|
Early Termination without Deobligation* |
(x) |
|||||
|
No-Cost Extension |
(x) |
|||||
|
Break in Period of Performance |
x |
x |
x |
x |
||
|
Initial |
New Subagreement |
x |
x |
x |
x |
|
|
x = Requirement to issue draft agreement. (x) = Required only if Sponsor Approval is needed for action/ if Sponsor requirement. *Additional requirements: For deobligation and early termination amendments, additional documentation needs to be provided acknowledging subrecipient’s confirmation of forthcoming deobligation/termination. Deobligation amendments may require a revised budget and budget justification dependent upon Prime Sponsor requirements. **If UNC has automatic carryover and the subrecipient is foreign, UNC PI approval is required. If UNC does not have automatic carryover, sponsor prior approval is required. Updated | 05/23/2022 |
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