Forms

Forms required for proposal submission and award actions approved by OCGA are available on this page. Please refer to instructions for each form. For additional questions, please contact your OCGA Analyst or Officer.

General Forms

• EPASS Form | Instructions
• eDGE Annual Financial Disclosure/GCP Training Tracking Form for PHS or DOE Non-Competing Continuations, Progress Reports and No-Cost Extensions
• PHS NIH Signature Form and Instructions
• Financial Disclosure Forms
  • Forms
  • eDGE (Electronic Disclosure Gateway)
• NIH Loan Repayment Programs (LRP) - Institutional Business Official Certification
• PI Exception Form (Sample)
• Prior Approval Request Form
• RAS (Request for Authorization to Spend)
• Request of Institutional Profile in Cayuse
• NSF Safe and Inclusive Working Environments for Off-Campus or Off-Site Research

Outgoing Subaward Forms

• Subrecipient to provide:

  • FDP Expanded Clearinghouse Pilot Subrecipient Letter of Intent
    Required documents with Letter of Intent:
    • Subrecipient's Statement of Work (SOW)
    • Subrecipient's Line Item Budget and Budget Justification
  • Subrecipient Commitment Form (Attachment B)
    Required documents with the Commitment Form:
    • Subrecipient's Statement of Work (SOW)
    • Subrecipient's Line Item Budget and Budget Justification
    • Cost Share Budget and Justification (if applicable)
    • Federal Negotiated Indirect Rate Agreement (if applicable)
    • Federal Negotiated Fringe Benefit Rate Agreement (if applicable)
    • PHS Financial Disclosure Form for Investigators for Subrecipient Entities (if applicable)
    • Certificate of Compliance (if applicable)
    • Financial Audit Management Questionnaire (if applicable)
    • List of FFATA most highly compensated officers (if applicable)

• UCLA PI to provide:

  • Subrecipient vs. Contractor Determination Checklist (Attachment A)
  • Fair & Reasonable Cost-Analysis for Subawards to For-Profits under Grants and Cooperative Agreements (Attachment AA)

• If Multi-Campus Award (MCA) with sister UC campus:

  • Multi-Campus Award (MCA) Commitment Form
    Required documents with the form:
    • UC participating campus' Statement of Work (SOW)
    • UC participating campus' line item budget and budget justification

• Award Stage:

  • OCGA Subaward Checklist
    • Copies of subrecipient compliance documents: Human Subjects, Animal Subjects, Stem Cell, etc.
  • MCA Checklist
  • Copies of Proposal Stage documents as well as UCLA OCGA Award Snapshot

• Subaward Management:

  • Sample Subaward Invoice
  • Subaward Invoice Certification (Optional)
  • Please see Subaward Agreement for list of required reports (Invoices, Technical Progress, Patent Disclosures, and any other required reports)

• Close-Out Stage:

  • UCLA PI to provide:
    • Subaward Final Close-out Certification (Attachment D)
      Please see Subaward Agreements and Amendments for list of required reports (Final Invoice, Final Technical, Final Patent, and any other required reports that UCLA PI/Department should collect).