Grants & Contracts Forms
Detailed below are a list of G&C Forms currently in use as well as some helpful information regarding their use. The first three listed utilize the JotForm platform and we have provided short videos on how to fill them out. Below that are the other forms currently in use by G&C, which can be submitted directly to firstname.lastname@example.org upon being filled out.
Should you have any additional questions, please reach out to email@example.com.
Advanced Index Request Form
This form is to be used when there is a significant and demonstrated business need to have a Grant ID and Index established in Banner prior to the award being executed by the sponsor. Reasons include, but are not limited to, approved pre-award spending, clinical trial start-up costs, and allocation of effort to ensure proper award management. When filling out the form, please provide as much detail in the “Justification” section as possible to expedite the review process.
Lastly, in order to fill out the form, the RAMS-SPOT proposal record must have the project start/end dates filled in. Please use the link below to complete an Advanced Index Request.
Cost Transfer Request Form
Any expense that is being transferred to a sponsored 5-ledger index/fund, more than 90 days after the end of the month in which the charge first occurred, requires pre-approval by G&C before the transfer can be keyed in Banner. All requests should be submitted via the cost transfer request form (linked below). Please note, that if your request is approved, this form contains an automation component that will key the JV or PHARED for you in Banner Finance.
Users of the form will receive two emails from firstname.lastname@example.org, one confirming submission of the request, and one notifying you of approval or denial of the request. Moreover, an email of approval will also contain an attachment detailing what was keyed in Banner. Additional details regarding cost transfer requests can be found on our cost transfer webpage.
- Cost Transfer Request Form
- Short Video: How to Submit a Labor Cost Transfer Request
- Short Video: How to Submit a Non-Labor Cost Transfer Request (Coming Soon!)
Fixed Price Closeout Form
- Coming Soon
Pre-Closeout Action Form
To aid in ensuring a timely closeout process, G&C requests that departments utilize the Pre-Closeout Action Form. As part of this process, Fiscal Administrators associated with a sponsored project(s) in Banner, will receive an automated notification 90, 60, and 30 days before the project end date with a link to the form.
- Pre-Closeout Action Form
- Short Video: How to Complete the Pre-Closeout Action Form (Coming Soon)
Additional Forms Used by G&C
- Budget Reallocation Request
- Certification of In-Kind Cost Sharing
- Cost Share Authorization Form
- Sub-Index Request Form
- NIH Final Invention Statement & Certification - Form HHS 568