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
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 Form163.1 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

Templates are linked as part of glossary TTA definitions 

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 - PDF853.31 KB 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 (FY21)

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

 

Tuition Remission Letter (FY21) 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 Template20.48 KB Templates
USDA NIFA Proposal Checklist

Guidance for completing typical USDA NIFA proposals.

USDA NIFA Proposal Checklist35.3 KB Checklists
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) Form685.85 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

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

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
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 developed and is maintained by the Federal Demonstration Partnership (FDP).

Letter of Intent—Illinois is the Pass-Through Entity (PTE)17.07 KB Templates
New Subawards - Examples for using the Subaward eForm

A job aid with examples for using the Subawards eForm for new subawards.

New subawards - eForm examples446.95 KB Guides
OBFS Review & Pay Subaward Invoices

Instructions and forms for reviewing subaward invoices.

OBFS Review and Pay Subaward Invoices 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 Form38.38 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 Form163.1 KB Institutional Submissions, Forms

Technical Testing Services Agreements (TTAs) and Facility Use Agreements (FUAs)

Information Page Summary Link to Document Type
Facilities Use Agreement

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

Facilities Use Agreement eForm Templates
Facility Use Agreements (FUA) Templates

Templates are linked as part of glossary definition

FUA Templates Templates
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

Templates are linked as part of glossary TTA definitions 

TTA Templates Templates
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