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
Other Unfunded Agreement eForm

eForm used to request a new agreement, or modification to an agreement, with no funds. Specific forms should be used for MTAs, NDAs, and Software License or Data Use agreements.

Other Unfunded Agreement eForm Institutional Submissions, Forms
Payroll Overpayment Form (GC-91) Form

Required to document the handling of payroll overpayments charged to sponsored project funding or federal formula grant funding.
Note: Download this form—browser PDF readers are not compatible with it.

Payroll Overpayment Form (GC-91)217.54 KB Institutional Submissions, Forms
PI Separation Checklist

Used by PIs and department staff to determine what activities must be initiated when a PI resigns or retires from the university.

PI Separation Checklist68.77 KB Checklists
Proposal or Pre-Proposal (myProposals) Online Forms

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

Proposal or Pre-Proposal (myProposals) Online Institutional Submissions, Forms
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
PSC vs. Human Subject Payments - 2018 SPaRC Retreat Slides

A slidedeck from the 2018 SPaRC Retreat on Human Subjects vs Participant Support Costs (PSC) payments

PSC vs. Human Subject Payments - Slide Presentation1003.49 KB Guides
Purchasing Vendor Information Form (OBFS) Purchasing Vendor Information Form Forms
Re-grant Agreement

eForm used to request a new re-grant to be issued or to request a modification/amendment to an existing re-grant. The definition of a re-grant can be found in the SPA glossary.

Re-grant Agreement - Online Form 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
Request for Sponsor-Approved No-Cost Extension - Template

This form allows PIs to request a no-cost extension of the project period beyond the original end date from the sponsor.

Request for Sponsor-Approved No-Cost Extension - Template18.47 KB Institutional Submissions, Forms
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
Revenue Generating Services Agreement ($10,000 or More, Other than Healthcare-Related Services)

Note: Download this template—browser PDF readers are not compatible with it.

Revenue Generating Services Agreement ($10,000 or More, Other than Healthcare-Related Services)1.64 MB Templates
Revenue Generating Services Agreement (Less than $10,000, Other than Healthcare-Related Services)

Note: Download this template—browser PDF readers are not compatible with it.

Revenue Generating Services Agreement (Less than $10,000, Other than Healthcare-Related Services) 1.64 MB Templates
Sample Request for a Sponsor-Approved Budget Revision

Use this template to request to revise the budget of a contract or grant agreement between a sponsor and the university.

Sample Request for a Sponsor-Approved Budget Revision35 KB Templates
Sample Request for a Sponsor-Approved Carry Forward

Use this template to request to carry forward funds for a contract or grant agreement between a sponsor and the university.

Sample Request for a Sponsor-Approved Carry Forward34.5 KB Templates
Sample SF424 Cover Page

Guidance for completing the standard Grants.gov SF424 cover page. Notes are also provided for NIH applications in ASSIST. This can be used for all federal submissions.

Sample SF424 Cover Page1.13 MB Templates
SBIR/STTR Allocation of Rights Template

Standard agreement template for a small business participating with UIUC in an SBIR or STTR project.

SBIR/STTR Allocation of Rights Template49.92 KB Templates
Semi-Annual Confirmation Application (Online)

Online form for Semi-Annual Confirmation Application - see Cost Sharing for more details below.

Semi-Annual Confirmation Application (Online) Forms
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 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 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
Software-license or Data Use Agreement eForm

eForm used to request a new Software License or Data Use Agreement, or a modification to an existing agreement.

Software-license or Data Use Agreement eForm Institutional Submissions, Forms
SPA Budget Template - FY22

Includes worksheets for General, General - Detailed, USDA-NIFA Cap, USDA-APHIS Cap, Component - Detailed, Cost Share, and UIC Component. Select options from the yellow boxes at the top. Select options from the yellow boxes at the top. F&A will calculate automatically.

SPA Budget Template - FY22177.67 KB Templates
SPA Budget Tools - FY22

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

SPA Budget Tools - FY22193.17 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 Chart.pdf92.42 KB Resource Tools
SPA Proposal Field Guide

The SPA Proposal Field Guide is a reference guide designed to provide definitions and explanations for each field in myProposals. 

SPA Proposal Field Guide303 KB Guides
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 Template22.95 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 Checklist85.41 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 Agreement63.78 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 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

Participant Support Costs

Information Page Summary Link to Document Type
PSC vs. Human Subject Payments - 2018 SPaRC Retreat Slides

A slidedeck from the 2018 SPaRC Retreat on Human Subjects vs Participant Support Costs (PSC) payments

PSC vs. Human Subject Payments - Slide Presentation1003.49 KB Guides

Pre-Proposals

Information Page Summary Link to Document Type
myProposals

Login to MyProposals

Login to myProposals Resource Tools
myProposals Help - General Information & FAQs

Helpful Tips and Common Questions for MyProposals

myProposals Help and FAQs Guides
SPA Proposal Field Guide

The SPA Proposal Field Guide is a reference guide designed to provide definitions and explanations for each field in myProposals. 

SPA Proposal Field Guide303 KB Guides

Proposal Budgeting

Information Page Summary Link to Document Type
Effort Calculator

A chart provided by NIH that is helpful in calculating a person's months/effort.

Effort_Calculator.xls29 KB Resource Tools
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
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
SPA Budget Template - FY22

Includes worksheets for General, General - Detailed, USDA-NIFA Cap, USDA-APHIS Cap, Component - Detailed, Cost Share, and UIC Component. Select options from the yellow boxes at the top. Select options from the yellow boxes at the top. F&A will calculate automatically.

SPA Budget Template - FY22177.67 KB Templates
SPA Budget Tools - FY22

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

SPA Budget Tools - FY22193.17 KB Templates
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

Proposal Guidance

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
NIH Proposal Checklist

Guidance for completing typical NIH proposals.

NIH Proposal Checklist40.83 KB Checklists
NSF Proposal Checklist

Guidance for completing typical NSF proposals.

NSF Proposal Checklist34.17 KB Checklists
SPA Budget Template - FY22

Includes worksheets for General, General - Detailed, USDA-NIFA Cap, USDA-APHIS Cap, Component - Detailed, Cost Share, and UIC Component. Select options from the yellow boxes at the top. Select options from the yellow boxes at the top. F&A will calculate automatically.

SPA Budget Template - FY22177.67 KB Templates
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
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
USDA NIFA Proposal Checklist

Guidance for completing typical USDA NIFA proposals.

USDA NIFA Proposal Checklist35.3 KB Checklists

Proposal Submission to SPA

Information Page Summary Link to Document Type
myProposals

Login to MyProposals

Login to myProposals Resource Tools
MyProposals - PI / Approver Training Guide

Steps for approving, Certifying, or Disapproving Proposals (email or portal)

MyProposals - PI / Approver Training Guide PDF Guides
myProposals Help - General Information & FAQs

Helpful Tips and Common Questions for MyProposals

myProposals Help and FAQs Guides
MyProposals: PI / Approver Training Video

PI / Approver Training Video 

Go to the video
MyResearch Portal

Link to the START MyResearch Portal

Login to MyResearch Resource Tools
Proposal or Pre-Proposal (myProposals) Online Forms

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

Proposal or Pre-Proposal (myProposals) Online Institutional Submissions, Forms
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 - FY22

Includes worksheets for General, General - Detailed, USDA-NIFA Cap, USDA-APHIS Cap, Component - Detailed, Cost Share, and UIC Component. Select options from the yellow boxes at the top. Select options from the yellow boxes at the top. F&A will calculate automatically.

SPA Budget Template - FY22177.67 KB Templates
SPA Budget Tools - FY22

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

SPA Budget Tools - FY22193.17 KB Templates
SPA Proposal Field Guide

The SPA Proposal Field Guide is a reference guide designed to provide definitions and explanations for each field in myProposals. 

SPA Proposal Field Guide303 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
F&A Rate Restrictions (rev. 10/23/19)

A spreadsheet of F&A Rate Restrictions

F&A Rate Restrictions (rev. 10/23/19)16.27 KB Resource Tools
Fringe Rate Agreement (FY21)

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 (FY21) 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 (OBFS) 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 (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

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
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