Forms

Use these forms to help with general administration and management of your grant or contract.

Please contact Grants & Contracts Accounting at UNDgrantcontracts@UND.edu, or your Grants Officer if you have questions, or need assistance.

Award Budget Setup

Upon receiving a sponsor award notice or update, the Office of Research & Sponsored Program Development (RSPD) initiates award setup by reviewing the notice of award or agreement and negotiating the terms and conditions, if necessary. Once the review is complete or the agreement is fully executed, RSPD will notify the PI and department by email of the award and will include a reminder to complete the Award Budget Setup (ABS) form and send it to the Grants Officer (GO) in Grants & Contracts Accounting to complete award setup in PeopleSoft (PS). 

Award Budget Setup (ABS) Form – a PI and/or department administrator must complete this form with detailed budget and cost share information for all new, supplement, pilot funded, and add-on awards for award setup. 

Award Budget Setup (ABS) Form Guide – this guide provides assistance to PIs and/or department administrators when entering detailed budget and cost share information on the Award Budget Setup form.

Cost Transfer

A cost transfer is a reassignment (transfer) of charges to or from a sponsored project after the expense was initially charged to another sponsored or non-sponsored project. When cost transfers involve sponsored projects, it is critical the transfer meet rules for allowability, allocability, reasonableness, and consistency. 

Cost Transfer Justification Form – this form must be completed and attached to the journal/voucher entry or retroactive distribution request along with supporting documentation. 

Cost Transfer Checklist – for departmental use only to assist in preparing and executing cost transfers. 

Cost Transfers for Sponsored Projects Activity Policy – this policy applies to cost transfers involving one or more sponsored funding sources.

Relinquishment/Award Transfer

Relinquishments and award transfers mean returning funds to the sponsor and giving up UND’s right to the funding. If another entity takes over the award, the sponsor re-issues the award as a new award to that entity. It is not a transfer directly from UND to the new entity. The process to transfer an award can take as long as 60 days. 

Relinquishment/Award Transfer Form – a PI moving to another institution must complete this form to relinquish/transfer an award and take the project with them.  

Relinquishment/Award Transfer Guide – this guide is to assist PIs through the relinquishment/transfer of an award. 

Residual Balance Transfer

A residual balance on a fixed amount award may be transferred to a department fund after all allocable direct and indirect costs have been charged.  

Residual Balance Transfer Form – the award PI and department administrator must complete this form by award and should include any projects with a residual balance under the award.