Documents and Resources

Looking for a commonly used form, checklist, template, or online resource for SPA?   Search for title keywords, types of documents, or topics below.

*Want to bookmark a popular form or document? 
Under the "Information Page" column below, click the link for the item to go a specific page for that document that can be bookmarked.  It also offers helpful tips, related topics, and faqs.
 

Information Page Summary Link to Document Type Topics
Service Rate Database

Resource for finding, adding, and maintaining service rates across campus.

Service Rate Database Resource Tools
Service Rate Database Tutorial

Job aid with instructions for using the Service Rate Database.

Service Rate Database Tutorial PDF452.71 KB Guides
Small Business Administration (SBA), Dynamic Small Business Search Database (DSBS)

This site is a search engine to locate businesses to solicit estimates/bids from so that you can take the 6 affirmative action steps to meet OIG requirements.

Dynamic Small Business Search Database (DSBS) Resource Tools
SPA Budget Template FY 25

A budget template with Provisional Rates created and maintained by SPA. It contains multiple worksheets to fit most sponsored project budget needs.

 

 

SPA Budget Template - FY25.xlsx178.5 KB Templates
SPA Budget Tools - FY23

Includes location tool for determining if a project is on- or off-campus, travel tool, and travel fares resource.

SPA Budget Tools - FY23193.15 KB Templates
SPA Org Chart

A team-based organizational chart that groups each SPA team by area of expertise and graphically represents SPA's primary function of serving the Illinois research community.

Spa Org Chart77.48 KB Resource Tools
SPA Proposal Field Guide

The SPA Proposal Field Guide Plus is a reference guide designed to provide definitions and explanations for each field in myProposals, which is the system used to submit Pre-Proposals and Proposals review requests to SPA. 

Proposal Field Guide Plus.pdf921.73 KB Guides
Sponsor Account Request Form

An online form for requesting a new user account in NIH systems, eRA Commons, ASSIST, JIT, and RPPR, or in GrantSolutions, which is currently only used for the Department of the Interior.

Sponsor Account Request Form Forms
Sponsor Approved No-Cost Extension Request Template

Use this template to request a no-cost extension for a contract or grant agreement between a sponsor and the university.

Sponsor Approved No-Cost Extension Request Template23.28 KB Templates
Sponsored Project Closeout Checklist

Determine whether all sponsor and university obligations have been met prior to closure of a funded project.

Sponsored Project Closeout Checklist234.68 KB Checklists
Sponsored Research Agreement

An agreement with another entity that is providing funding for a research project being conducted under the direction of university faculty.

Sponsored Research Agreement63.3 KB Templates
START MyResearch Portal Training

Job Aids, Approver Training, and more

Resources for MyResearch Training Guides
Subaward Agreement eForm

eForm used to request a new subaward to be issued or to request a modification/amendment to an existing subaward.

Subaward Agreement eForm Institutional Submissions, Forms
Subaward Compliance and Assurance Statement Form

A form allowing subrecipients to self-disclose research related circumstances that may impact terms reflected in subawards. 

Subaward Compliance and Assurance Statement Form104.79 KB Institutional Submissions, Forms
Subaward eForm Job Aid (Modifications)

A job aid which shows examples and screenshots for completing the Subawards eForm for subaward modifications.

Subaward Modifications eForm Examples271.29 KB Guides
Subaward eForm Job Aid (New Subawards)

A job aid which shows examples and screenshots for completing the Subawards eForm for new subawards.

Job Aid for New Subawards eForm446.95 KB Guides
Subrecipient Profile Form

A questionnaire completed by an organization receiving an outgoing sub-award in order to help assess risk by determining their financial and management strength.

Subrecipient Profile Form252.83 KB Institutional Submissions, Forms
Technical Testing Agreement

Effective 10/1/2021 all contracts for new TTAs will be managed by the Purchasing and Contract Management Office. Templates can be found on the Purchasing website.

Technical Testing Agreement (link to more details) Templates
Technical Testing Agreements (TTA) Templates

Link to UIUC Purchasing technical testing and facility use page.

TTA Templates Templates
Technology Control Plan Form

This Technology Control Plan contains the specific measures that the responsible employee and other identified personnel will take to protect the Controlled Items from improper access or disclosure.

Technology Control Plan Form259.7 KB Forms
The PI Handbook

The PI Handbook is a resource produced by SPA and specifically geared towards new faculty, providing an overview of the basics of grant-making and the world of sponsored research administration.

The PI Handbook - PDF1.01 MB Guides
Transfer Property Forms Equipment

Required when permanently transferring equipment to another institution, ensuring that the equipment to be transferred meets the criteria to be considered project research equipment.

Equipment Transfer with Researcher Form141 KB Institutional Submissions, Forms
Tuition Remission Letter (FY24)

The current rate pdf's are located on the right-hand side of the page which is linked above.

 

Tuition Remission Letter FY24291.49 KB Tuition Remission Letter Resource Tools
UBMTA/Implementing Letter

Information and templates for UBMTA/Implementing Letters.

UBMTA/Implementing Letter - Resource Templates
University Approved No-Cost Extension Request Template

This letter notifies PIs that the university is exercising its option to grant a no-cost extension for a contract or grant.

University Approved No-Cost Extension Request Template20.72 KB Templates
USDA-NIFA Indirect Cost Restriction

Link to view more information about the USDA-NIFA caps on indirect costs.

USDA-NIFA Indirect Cost Restriction Resource Tools
USDA-NIFA Proposal Checklist

Guidance for completing typical USDA NIFA proposals.

USDA-NIFA Proposal Checklist35.3 KB Checklists
USDA-NIFA Salary Cap

Link to view the current and past salary caps for USDA-NIFA projects.

USDA-NIFA Salary Cap Resource Tools
Visiting Scientist Agreement

Used when university faculty are hosting a visitor from another institution or company to perform research in a university facility.

Visiting Scientist Agreement90 KB Templates
Visitor Control Plan (VCP) Form

To ensure that controlled technologies or technical data are not inadvertently released to foreign nationals, departments hosting non-US visitors to campus must complete a Visitor Control Plan (VCP) if they have not completed the screening process. The VCP allows departments to detail these visitor interactions while on campus.

Visitor Control Plan (VCP) Form710.62 KB Forms
Visual Compliance Screening - Complete Guide

Visual Compliance is a software program that allows the University to conduct screening of the various lists administered by government agencies that control export regulations and compliance.

Visual Compliance Screening - Complete Guide1.14 MB Guides
Visual Compliance Screening - Quick Instructions

Visual Compliance is a software program that allows the University to conduct screening of the various lists administered by government agencies that control export regulations and compliance.

Visual Compliance Screening - Quick Instructions1.28 MB Guides

Proposal Submission to SPA

Information Page Summary Link to Document Type
myProposals - Submit a Proposal or Pre-Proposal

Submit basic information to SPA, triggering review of a pre-proposal, new proposal, renewal, continuation, or supplement.

myProposals - Submit a Proposal or Pre-Proposal Institutional Submissions, Forms
myProposals Help - General Information & FAQs

Helpful Tips and Common Questions for MyProposals

myProposals Help and FAQs Guides
MyResearch Portal

Link to the START MyResearch Portal

Login to MyResearch Resource Tools
Proposal Update eForm

eForm for submitting proposal updates requiring official approval to SPA, including budget revisions and just-in-time (JIT) requests.

Proposal Update eForm Institutional Submissions, Forms
SPA Budget Template FY 25

A budget template with Provisional Rates created and maintained by SPA. It contains multiple worksheets to fit most sponsored project budget needs.

 

 

SPA Budget Template - FY25.xlsx178.5 KB Templates
SPA Budget Tools - FY23

Includes location tool for determining if a project is on- or off-campus, travel tool, and travel fares resource.

SPA Budget Tools - FY23193.15 KB Templates
SPA Proposal Field Guide

The SPA Proposal Field Guide Plus is a reference guide designed to provide definitions and explanations for each field in myProposals, which is the system used to submit Pre-Proposals and Proposals review requests to SPA. 

Proposal Field Guide Plus.pdf921.73 KB Guides
START MyResearch Portal Training

Job Aids, Approver Training, and more

Resources for MyResearch Training Guides

Rates (F&A, Fringe, Tuition Remission)

Information Page Summary Link to Document Type
F&A Rate Agreement (FY21-24)

Links to an overview page with a variety of resources relating to Federal F&A rates, including the current rates as pdfs (located on the right hand column on the linked  page). 

FA Rate Agreement (FY21-24) Overview Resource Tools
Fringe Rate Agreement (FY23)

The Fringe Benefits rates for use on grants, contracts and/or other agreements issued or awarded to the University of Illinois at Urbana-Champaign by all Federal Agencies of the USA, in accordance with the provisions and cost principles mandated by 2 CFR Part 200.

Fringe Rate Agreement (FY23) Resource Tools
Government Costing Rate Schedules

(Rate schedule that includes Indirect (F&A) Cost Rates, Fringe Benefit Cost Rates, and Tuition Remission Cost Rate)

Government Costing Rate Schedules Resource Tools
Historical Summary Reports

System Government Costing compiles historical trends of expenditures, rates, and recoveries.

Historical Summary Reports Resource Tools
Research Park Grants & Services Matrix

Table provides guidance on the appropriate facilities and administration rates when projects involve partners located in Research Park.

Research Park Grants & Services Matrix26.85 KB Guides
Tuition Remission Letter (FY24)

The current rate pdf's are located on the right-hand side of the page which is linked above.

 

Tuition Remission Letter FY24291.49 KB Tuition Remission Letter Resource Tools

Semi-Annual Confirmation

Information Page Summary Link to Document Type
Semi-Annual Confirmations - Documentation for Department Contacts

For anyone using the confirmation application in the role of Department Contact.

Documentation for Department Contacts PDF1.91 MB Guides
Semi-Annual Confirmations - Documentation for PIs/Confirmers

For anyone using the confirmation application in the role of PI/Confirmer

Documentation for PIs/Confirmers PDF1.46 MB Guides
Semi-Annual Confirmations - Documentation for Program Reviewer

For anyone using the confirmation application in the role of Program Reviewer (role is unique to federal formula grants, e.g. Hatch or Smith-Lever funding)

Documentation for Program Reviewer PDF40.87 KB Guides
Semi-Annual Confirmations - Overview for Department Contacts

Presentation explaining the semi-annual confirmation process for anyone using the application in the role of Department Contact

Overview for Department Contacts PDF1.91 MB Guides
Semi-Annual Confirmations - Overview for PIs/Confirmers

Presentation explaining the semi-annual confirmation process for anyone using the application in the role of PI/Confirmer

Overview for PIs/Confirmers581.84 KB Guides

Service Centers

Information Page Summary Link to Document Type
Service Activities Resource Page

System Government Costing page with information related to the criteria to establish a service center, rate calculation requirements, identifying proper expenses to be included in a rate calculation, and usage base. Includes job aids, tools, and templates to assist with rate calculation.

Service Activities Resource Page Resource Tools
Service Rate Database

Resource for finding, adding, and maintaining service rates across campus.

Service Rate Database Resource Tools
Service Rate Database Tutorial

Job aid with instructions for using the Service Rate Database.

Service Rate Database Tutorial PDF452.71 KB Guides
Information Page Summary Link to Document Type
Service Activities Resource Page

System Government Costing page with information related to the criteria to establish a service center, rate calculation requirements, identifying proper expenses to be included in a rate calculation, and usage base. Includes job aids, tools, and templates to assist with rate calculation.

Service Activities Resource Page Resource Tools
Service Rate Database

Resource for finding, adding, and maintaining service rates across campus.

Service Rate Database Resource Tools
Service Rate Database Tutorial

Job aid with instructions for using the Service Rate Database.

Service Rate Database Tutorial PDF452.71 KB Guides
Subaward Agreement eForm

eForm used to request a new subaward to be issued or to request a modification/amendment to an existing subaward.

Subaward Agreement eForm Institutional Submissions, Forms
Subaward Compliance and Assurance Statement Form

A form allowing subrecipients to self-disclose research related circumstances that may impact terms reflected in subawards. 

Subaward Compliance and Assurance Statement Form104.79 KB Institutional Submissions, Forms
Letter of Intent—Illinois is the Pass-Through Entity (PTE)

Use this template letter to obtain institutional approval on a proposal submission for an institution that will be a subawardee to Illinois. This template was orignally developed by the Federal Demonstration Partnership (FDP).

Letter of Intent—Illinois is the Pass-Through Entity (PTE)186.72 KB Templates
OBFS Review & Pay Subaward Invoices

Instructions and forms for reviewing subaward invoices.

OBFS Review and Pay Subaward Invoices Guides

Small Business Subcontracting Plan (SBSP)

Information Page Summary Link to Document Type
Illinois CMS Business Enterprise Program - BEP/VBP Certification Portal

Search the database of registered and/or certified vendors for BEP/VBP.

Illinois CMS Business Enterprise Program - BEP portal Resource Tools
Illinois Procurement Gateway (IPG) - Registered Vendor Directory

Search interface for the Illinois Procurement Gateway.

Illinois Procurement Gateway (IPG) - Registered Vendor Directory Resource Tools
Purchasing Vendor Information Form (OBFS) Purchasing Vendor Information Form Forms
Small Business Administration (SBA), Dynamic Small Business Search Database (DSBS)

This site is a search engine to locate businesses to solicit estimates/bids from so that you can take the 6 affirmative action steps to meet OIG requirements.

Dynamic Small Business Search Database (DSBS) Resource Tools

Subawards

Information Page Summary Link to Document Type
OBFS Review & Pay Subaward Invoices

Instructions and forms for reviewing subaward invoices.

OBFS Review and Pay Subaward Invoices Guides
Letter of Intent—Illinois is the Pass-Through Entity (PTE)

Use this template letter to obtain institutional approval on a proposal submission for an institution that will be a subawardee to Illinois. This template was orignally developed by the Federal Demonstration Partnership (FDP).

Letter of Intent—Illinois is the Pass-Through Entity (PTE)186.72 KB Templates
Subaward eForm Job Aid (Modifications)

A job aid which shows examples and screenshots for completing the Subawards eForm for subaward modifications.

Subaward Modifications eForm Examples271.29 KB Guides
Subaward eForm Job Aid (New Subawards)

A job aid which shows examples and screenshots for completing the Subawards eForm for new subawards.

Job Aid for New Subawards eForm446.95 KB Guides
Subrecipient Profile Form

A questionnaire completed by an organization receiving an outgoing sub-award in order to help assess risk by determining their financial and management strength.

Subrecipient Profile Form252.83 KB Institutional Submissions, Forms
Request a General Encumbrance/Wire Transfer Payment

Use this form to make a payment against a general encumbrance.
Note: Download this form—browser PDF readers are not compatible with it.

Request General Encumbrance Payment - PDF Form945.58 KB Institutional Submissions, Forms

Subaward Invoicing

Information Page Summary Link to Document Type
Request a General Encumbrance/Wire Transfer Payment

Use this form to make a payment against a general encumbrance.
Note: Download this form—browser PDF readers are not compatible with it.

Request General Encumbrance Payment - PDF Form945.58 KB Institutional Submissions, Forms
container