Documents and Resources
- Guidance & Resources
- Documents & Resources
- 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.
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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 |
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Service Rate Database | Resource for finding, adding, and maintaining service rates across campus. |
Service Rate Database | Resource Tools | Service Centers |
Service Rate Database Tutorial | Job aid with instructions for using the Service Rate Database. |
Service Rate Database Tutorial PDF452.71 KB | Guides | Service Centers |
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 | Small Business Subcontracting Plan (SBSP) |
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.
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SPA Budget Template - FY25.xlsx178.5 KB | Templates | Proposal Budgeting, Budget Justification, Using myProposals, Proposal Guidance, Proposal Submission to SPA |
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 | Proposal Budgeting, Budget Justification, Using myProposals, Proposal Submission to SPA |
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 | Pre-Proposals, Using myProposals, Budget Justification, Proposal Submission to SPA |
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 | National Institutes of Health |
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 | Closeout Award, Technical Reports and Other Deliverables |
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 | Award Negotiation and Execution |
START MyResearch Portal Training | Job Aids, Approver Training, and more |
Resources for MyResearch Training | Guides | Using myProposals, Proposal Submission to SPA |
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 | Subawards, Subaward Processing |
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 | Subawards, Subaward Processing |
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 Processing, Subawards |
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 | Subaward Processing, Subawards |
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 | Subaward Processing, Subawards |
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 Services Agreements (TTAs) and Facility Use Agreements (FUAs) |
Technical Testing Agreements (TTA) Templates | Link to UIUC Purchasing technical testing and facility use page. |
TTA Templates | Templates | Technical Testing Services Agreements (TTAs) and Facility Use Agreements (FUAs) |
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 | Proposal Guidance |
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.
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Tuition Remission Letter FY24291.49 KB Tuition Remission Letter | Resource Tools | Proposal Guidance, Budget Justification, Proposal Budgeting, Rates (F&A, Fringe, Tuition Remission) |
UBMTA/Implementing Letter | Information and templates for UBMTA/Implementing Letters. |
UBMTA/Implementing Letter - Resource | Templates | Material Transfer Agreement |
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 | Award Negotiation and Execution |
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 | U.S. Department of Agriculture |
USDA-NIFA Proposal Checklist | Guidance for completing typical USDA NIFA proposals. |
USDA-NIFA Proposal Checklist35.3 KB | Checklists | Proposal Guidance, U.S. Department of Agriculture |
USDA-NIFA Salary Cap | Link to view the current and past salary caps for USDA-NIFA projects. |
USDA-NIFA Salary Cap | Resource Tools | U.S. Department of Agriculture |
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 | Award Negotiation and Execution |
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 | Export Control |
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 | Compliance, Export Control |
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 | Compliance, Export Control |
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 |
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 |
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 |
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 |
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 |
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. |
Request General Encumbrance Payment - PDF Form945.58 KB | Institutional Submissions, Forms |
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. |
Request General Encumbrance Payment - PDF Form945.58 KB | Institutional Submissions, Forms |