Forms

Submitted by lteixeira on Oct. 21, 2021

FORM TYPE

LINK TO FORM

FORM GUIDANCE

Proposal Submission Request (PSR) PSR Form The information provided on this form will allow a pre-award Research Administrator (RA) to establish a Cayuse record and complete the administrative sections associated with the proposal. The pre-award RA will assist you to prepare the proposal package according to the University’s Proposal Submission Guidelines, and route the Cayuse record to a Contracts and Grants Officer for review five (5) business days prior to the sponsor’s due date. Please submit this form as soon as you plan to pursue a funding opportunity in order to give pre-award RA proper time to assist you with the submission.

CONFLICT OF INTEREST

Note: All non-profit, tax-exempt educational institutions are exempt from the disclosure requirement. ( UCOP )

California 700-U Form (FY19-20)

The 700-U form is used only for nongovernmental agencies. (For-profit, non-profits, foundations etc.)

PHS Form

For NIH and other federal agencies following PHS Financial Conflict of Interest (FCOI) regulations.
 

NSF/Non-PHS Form

For NSF, State of California, CIRM, and other federal agencies following NSF regulations.

Addendum to Statement of Economic Interests

Required when a disclosure of financial conflict of interest (FCOI) exists. A disclosure is necessary when any of the questions in the FCOI forms is ‘Yes’.

SUBAWARD FORMS

Multi-Campus Award (MCA) – Commitment Form

Must be included in proposal packages to other UC campuses when UC Merced is a subrecipient of a sponsored project. If UC Merced is the prime recipient of a sponsored project and another UC campus will be issued a subaward, this form must be included in the subrecipient’s proposal package.

Subrecipient Commitment Form

All non-UC subrecipients of a sponsored project are required to complete and certify this form.

Mini Audit Questionnaire

Required when a potential subrecipient does not have an annual audit in accordance with OMB Circular A-133.

Subaward Request Form

Required when a principal investigator wishes to establish or amend a subaward on an active sponsored project.

POLICY EXCEPTIONS

 

PI Exception Form

Required when a proposal includes a principal investigator (PI) who does not meet the eligibility requirements of PI status.

Indirect Cost Policy Exception Request Form

Required for proposals with indirect cost recovery rates that do not adhere to the University’s federal or state negotiated rates.

Late Proposal Submission Request Form

Required when a proposal cannot be routed and certified five (5) business days before the sponsor’s submission deadline. For more information regarding late proposals, see the proposal submission guidelines .

Pre-award Spending Request Form

This form should be completed when a principal investigator requests to establish an expense account for a project that has not been formally awarded (e.g. No Notice of Award, pending contract negotiations etc.)

BUDGET TEMPLATE

Internal Budget

This is the standard template prepared and managed by SPO for proposal development.

BUDGET JUSTIFICATION TEMPLATES

NSF Budget Justification Template

This template should be used for proposals to the National Science Foundation (NSF).

NIH “Detailed Budget” a.k.a. “R&R Budget” Justification Template

This template should be used for proposals to the National Institutes of Health (NIH), unless the proposal calls for a ‘Modular Budget’.

NIH “Modular Budget” Justification Template

This template should be used for proposals to the National Institutes of Health (NIH), unless the proposal calls for a ‘Detailed Budget’.

“Other” Budget Justification Template

This template can be used when the other listed sponsor-specific templates do not apply.

AMENDMENT FORMS

No-cost Extension Request Form

Suggested to be used when requesting an extension to an existing project’s period of performance.

PI ELIGIBILITY

 PI ELIGIBILITY  
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