The University of Arizona

Forms and Templates

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Award Transfers
Compliance
Contracting
Cost Share and Budget
PostAward
PreAward
Sponsor Forms
Subawards/Subrecipients
UAccess Research

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Financial Services Office E-Forms Table of Downloadable Forms

Award Transfers

  • Grant Transfer Roles & Responsibilities (pdf)
  • Official NIH Grant Relinquishing Statement (pdf)
  • Internal Grant Transfer Memo(pdf)
  • Equipment Transfer Letter Template (Word)

Compliance

  • Conflict of Interest(Link)
  • Export Control(Link)
  • HIPAA - Health Insurance Portability and Accountability Act (Link)
  • Human Subjects Protection Program (Link)
  • Institutional Animal Care and Use Committee(Link)
  • Radiological, Biological, & Chemical Safety (Link)

Contracting Forms and Templates

Cost Share and Budget

  • Guide for Reviewing Cost Share Source Accounts-Analytics (pdf)
  • Guide for Reviewing Cost Share Source Accounts-Financials (pdf)
  • F&A Proration Worksheet (Excel)
  • Budget & Cost Share Worksheet (Excel)
  • Third Party Cost Sharing Certification (Word)
  • Worksheet for Analyzing Total Compensated Effort (pdf)
  • HHS Salary Cap Cost Share Worksheets: (Excel)
  • Fastlane Example - PI Salary Support (pdf)
  • Fastlane Example - PI Role in Other Resources (pdf)
  • Fastlane Example - Research Appointment Requesting Salary (pdf)
  • Fastlane Example - Doctoral Dissertation/Fellowship Proposal (pdf)

PostAward

  • Advance Account (PreAward)/Backstopping (pdf)
  • Budget Authority (pdf)
  • Operational Advance Quick Reference (pdf)
  • Operational Advance Roles & Responsiblities (pdf)
  • Correction of Error Certification (Word)
  • Overview of Supplemental Compensation (pdf)
  • Request for Approval to Rebudget Admin/Clerical Salaries (pdf)
  • Request for Approval to Rebudget Admin Operating Costs (pdf)
  • NIH Final Invention Statement & Certification (pdf)

PreAward

  • UA Major Proposal Changes Guide (pdf)
  • UA Proposals Timeline (pdf)
  • Proposal Supplement RPPR/2590 (pdf)
  • NIH Modular Budget Examples (pdf)
  • Verification of Human Subjects Training (pdf) (Word)
  • Non-Federal Payment Policy Waiver Request (pdf)

Sponsor Forms 

  • Grants.gov (Link)
  • Office of Management and Budget (Link)
  • Arizona Biomedical Research Commission (Link)
  • Environmental Protection Agency (Link)
  • National Endowment for the Humanities(Link)
  • National Institute of Food and Agriculture(Link)
  • National Institutes of Health(Link)

Subawards/Subrecipients

  • NASA Assurance of Compliance (pdf)
  • Subawards Sole Source V Competitive Bid Request (pdf)
  • Subaward Budget Negotiation (pdf)
  • Subaward Budget Negotiation Form Instructions (pdf)
  • Subaward Payment Authorization(pdf)
  • Subaward Subcontractor Property Survey(pdf)
  • Subaward 90 Day Closeout Deadline(pdf)
  • Subaward Closeout Checklist(pdf)
  • Statement of Intent to Establish a Consortium - General (Word)
  • Statement of Intent to Establish a Consortium - NIH (Word)
  • Subaward Disclosure Template(Word)
  • Sample Subrecipient Monitoring Risk Assessment Form (pdf)
  • Subrecipient Commitment Form (pdf)
  • New Subaward Initiation Form (pdf)
  • Subaward Modification Initiation Form (pdf)
  • Subrecipient vs. Contractor Checklist (pdf)
  • Subrecipient Monitoring Guide (pdf)

UAccess Research

UAccess Research is the University of Arizona's electronic proposal submission and management system. It facilitates the preparation and processing of Pre- and PostAward tasks electronically, reducing the need for paper transactions. All proposals are submitted using UAccess Research and routed for review/approval by the Principal Investigators/Co-Principal Investigators, Departments, Colleges, and the Sponsored Projects Services Office. A UA NetID and password is required to login to the system. 

  • New Sponsor Request (pdf)
  • UAccess Research Proposal Provisioning Guide (pdf)
  • UAccess Research User Guide, Version 5.2.1 (pdf)
  • UAccess Research Route Log Guide (pdf)
  • Instructions for Approving Proposals in UAR (pdf)
  • UAccess Research Proposal Routing Flowchart (pdf)
  • NSF Science Codes (pdf)