Contracts for Incoming Funding

• Sources of Funding
• Sponsored Project v Fee for Service
• InfoEd Routing Guide
• University Contracting Offices Flow Diagram
  
• Contracting at the University
• FDP Template- Sample Attachment 3B
  

Sponsored Project Agreements & Amendments

A sponsored project is an activity defined in scope and goal generally undertaken by University faculty, often with the involvement of students and staff, utilizing University facilities and equipment, and conducted with financial and/or other valuable support from an external sponsoring entity. Sponsored projects may include basic and applied research, scholarly activity, training, instruction and instructional design, public service, and other creative endeavors.

Routing/Intake: All sponsored projects must be routed using the Routing Form in InfoEd.

Any extensions to the contract term, changes in the project budget, or other alterations to the initial agreement terms require an amendment to the initial agreement. To request an amendment to a Sponsored Project agreement, use Amendment/Continuation Formstack.

Required Documents:

1. Protocol and/or SOW if applicable
2. Budget and documentation regarding F&A amount and documentation supporting any deviations from policy
3. Editable version of the Contract, and
4. Sponsor Contact Information
5. Populated Attachment 3B

Failure to include the required documents could delay the review of your agreement and the set-up of your speedtype.

Questions/Inquires: ogc.contracts@ucdenver.edu 

Fee for Service/Revenue Agreements & Amendments

Fee for service work does not require original, creative, or scholarly analyses or non-standard interpretation of data sets by University faculty, staff or students engaged in the work.

Examples of fee for service agreements include: Incoming/Outgoing Equipment Rentals, Lab Services, Conference Hosting, Material Transfer Agreements that involve a sale of a material, Consulting (Non-CU medicine) or Professional Services, Continuing Medical Education (CME) Events

All fee for service agreements should be routed directly to the ogc.revenue@ucdenver.edu inbox

Required Documents:

1. Protocol and/or SOW if applicable
2. Budget information if applicable
3. Editable version of the Contract

When is a Formstack required for agreements related to incoming sponsor funding?

A formstack is required for amendments to existing agreements initially routed through InfoEd. Amendments are any document that changes an existing contract by adding new terms and conditions, changing existing terms, changing the scope of work details, adding new money, or changing the duration of the agreement, etc.

https://ucdenverdata.formstack.com/forms/ogc_proposal_continuation_form

I’ve already routed a proposal through InfoEd for this funding and project, but not a contract. We’ve now been awarded the funding and they have sent us an agreement for review, how do I initiate a review of the contract?

Simply email the agreement to ogc.contracts@ucdenver.edu with the appropriate InfoEd proposal number included in the body of your email. Be sure to include a finalized Statement of Work, Budget, and any other attachments that support the agreement or are referenced within it.

We received an agreement for an incoming sponsored project, but we haven’t submitted anything in InfoEd related to this project, how do I initiate a review of this agreement?

Please submit an InfoEd request.

Pro-tip #1: In the InfoEd routing form, be sure to select the “Agreement Ready for Review” option to bypass our Preaward team’s review, expedite the review of your agreement, and shorten the form itself.

Pro-tip #2: If there is no incoming funding, but the agreement covers a non-monetary research collaboration or other non-monetary research aim, be sure to select the “non-monetary” option in the routing form to shorten the form and expedite to our team for review.

We received…something else related to an existing award or application for funding.

This could be a subrecipient commitment form, letter of intent (LOI), a certification or representation letter, banking/ACH form, etc.

Some good rules of thumb:

• These do not require a formstack.
• Check to see if a signature is required, and if so, whether it requires an authorized official or official signatory to bind the institution.
• What phase of the award life cycle are you in? Pre-Award? Contracting? Post-Award?

If you are in the contracting stage of the award, send via attachment to
ogc.contracts@ucdenver.edu and include the InfoEd routing it is associated with.