Submit an ICR Split Request Form

ICR split request forms are required for all projects with an ICR split. ICR split request forms can be submitted at the award stage.

Forms for Standing ICR Splits with MOUs*

Forms for Project-Specific Splits**

Project-specific splits require the approval of all departments involved. Webforms to begin the process are provided below. Once you have initiated the webform, you will automatically be routed to DocuSign to complete the form and route for signatures. When the form is routed to approvers, the DocuSign envelope is identified as coming from Joy Vidalon, CCO's Cost Accountant responsible for the split data and distributions. The ICR split templates have only one sender. Direct your approvers to use the Initiator field to determine who is routing the form to them for review and approval.

First: Fill out the webform

  • Fill out your name and email address as the initiator
    • Note: Once you begin the form, you will be asked to fill out all the necessary information and percentages. The approvers will not be able to make any edits to the form. You, as the initiator, must complete the form in its entirety.
  • Fill our the name and email address fields for each approver for the split.
    • Click either Yes or No depending on whether more than two approvers are required. If you have more than four approvers, additional approvers and emails may be entered once you have been routed into DocuSign. The total number of allowed approvers is 12.
  • Check I am not a robot.
  • Click Begin the ICR Split Form

Next: Complete the ICR Split Form in DocuSign

  • Complete all the required fields in the form.
    • Note: You must fill out all the necessary information and percentages. The approvers will not be able to make any edits to the form. You, as the initiator, must complete the form in its entirety.
  • Click Finish once all required and optional fields are complete. 

The form will be routed to the approvers you defined automatically and then submitted to Accounting for processing. You will receive a copy of the completed for when all approvals have been acquired.

ICR Split Request Form - Award Stage

Detailed ICR Split Information

An Indirect Cost Recovery (ICR) split means that, if awarded, a portion of the earned ICR will be split among two or more units. There are two reasons for ICR splits:

  1. The Principal Investigator (PI) and/or Co-PI(s) has/have a dual appointment (employment in two CU departments and/or research institutes);
  2. Project personnel (PI, Co-PIs, Research Associates, GRAs, etc) from multiple departments are involved.

ICR Split Negotiations

*Most PI’s with dual appointments have a Memorandum of Understanding (MOU) documenting standing split agreements, which is applied to all sponsored projects without project-specific negotiations.

**For project-specific ICR splits (multiple departments involved), ICR split negotiations are the responsibility of the PI, any Co-PIs, and department heads/institute directors. OCG and CCO will not be involved in the negotiations except to provide budget information.

ICR splits do not apply to projects when separate speedtypes are, or will be, set up for participating departments. In these cases, separate budgets are created and indirect costs are calculated based on the IDC rate and costs associated with each speedtype.

ICR Split Documentation – Required Request Form

As of August 2018, at the proposal stage, OCG will document the need for a split and the departments associated with a project. The Campus Controller’s Office (CCO), which distributes ICR, will collect and document all ICR splits and their associated approvals. PIs and departments may choose to approve ICR splits at the proposal stage or once an award is received.

All ICR splits not documented in a standing MOU require a request form signed by a department chair/institute director for each department receiving ICR on the project. Request forms are the responsibility of the PIs and departments to complete and are collected by the CCO cost manager who oversees ICR.