Checklists & Guides
Transaction Checklists & Guides
Click on the sample to download a pdf
Click on the sample to download a pdf
Click on the sample to download a pdf
Click on the sample to download a pdf
Click on the sample to download a pdf
Click on the sample to download a pdf
Click on the sample to download a pdf
| Form Type | PI | Department Chair / Delegate* | School Admin / SOMOGC | mPI / Co-Investigators [including Co-I's Dept Chair and School Admin as applicable]* |
|---|---|---|---|---|
| Funding Proposal (FP) | X | X | X | X |
| Agreement [Non-Funded] | ||||
| Confidentiality Agreement | X | X | ||
| Consortium Agreement | X | X | X | |
| Data Use Agreement | X | X | ||
| Intellectual Property Management Plan | X | X | X | |
| Licensing Agreement | X | X | ||
| Master Agreement | X | X | ||
| Material Transfer Agreement (MTA) | X | X | ||
| Multi-Purpose Agreement | X | X | X | |
| Other Agreement | X | X | X | |
| Physical Asset Loan Agreement | X | X | ||
| Teaming Agreement | X | X | X | |
| Agreement [Outgoing Subaward] | X | X | X | |
| Agreement [Internally Funded Outgoing Subaward] | X | X | X | |
| Award Modification Request (AMR) | ||||
| Advance Account - Extension | X | X | X | |
| Advance Account - Preliminary | X | X | X | |
| Carryover | X | X | ||
| Change PI | X | X | X | X |
| Change Scope | X | X | ||
| Change Sponsor | X | X | ||
| Decrease Authorized Amount | X | X | X | |
| End Grant/Contract Early | X | X | X | |
| Increase Authorized Amount | X | X | X | |
| Internal Budget Transfer [including RG] | X | X | X | |
| No-Cost Extension [NCE] | X | X | ||
| Other Modification | X | X | X | |
| Other Sponsor Prior Approval Request | X | X | X | |
| Pre-award Costs | X | X | X | |
| Rebudget | X | X | ||
| Spend Restrictions | X | X | ||
| *please follow guidance from individual departments or schools if they vary from the above requirements | ||||
| Points of Contact for Collaborating Schools: | College of Arts and Sciences Neal Grandy | School of Engineering and Applied Sciences Stephen Cornelison | School of Education Catherine Thompson | School of Nursing Michelle Butler |
| School of Data Science Alex Kish | School of Architecture Jen Lucas |
Resources & Job Aids
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Click on the sample to download
Foreign Influence Disclosure on Biosketch – NOT-OD-21-073: All NIH applicants are required to provide full transparency and disclosure of all research activities, foreign and domestic. See NIH Biosketch instructions, templates, and FAQs here.
Other Support – All Senior/Key Personnel are required to submit Other Support as requested by sponsors to ensure there is no scientific, budgetary, or commitment overlap. See NIH Other Support instructions, templates, and FAQs here. See SOM Tip Sheet here.
Foreign Influence Disclosure on Other Support – NOT-OD-21-073: All NIH applicants are required to report all resources made available to a researcher in support of and/or related to all of their research endeavors, regardless of whether or not they have monetary value and regardless of whether they are based at the institution the researcher identifies for the current grant.
Click on the sample to download
Click on the sample to download
Click on the sample to download
Click on the sample to download
Click on the sample to download
ResearchUVA PBH Resources & Job Aids
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Click on the sample to download
