Original OMB circulars -- superseded by OMB Uniform Guidance | |
Original OMB circular A-133 Audits of States, Local Governments, and Non-Profit Organizations was modified and incorporated into the Code of Federal Regulations: Title 2, Part 200, Subpart F) |
|
A-133 (2020) |
Statewide Single Audit 2020 |
A-133 Letter (2020) |
Audit report letter for use by pass-through entities (prime awardees) (2020) |
Chart of Accounts | Maintained by the Office of the University Controller (CU System) |
Checklist for PI | Checklist for PI who terminates or is on extended leave |
Cost Principles Policy | Replaces the prior Direct Cost Policy; intended to meet UG |
Cost Sharing | Policy, FAQs, fund code definitions and more information on cost sharing |
Cost Transfer Policy and Guidance | Guidelines/procedures to be followed for a cost transfer and examples of cost transfer |
DA-ICR | Departmental administration indirect cost recovery guidelines |
DEPA | Disclosure of External Professional Activities for faculty and officers regarding relevant potential conflicts of interest |
Award Closeout Checklist for Department Units | Requirements to be met for a department/unit award closeout Scroll to the bottom, under Closeout. |
Departmental Financial Management Guide ("The Guide") |
Provides a comprehensive overview of how to plan, organize, manage and control your department’s financial activities. |
Departmental Financial Management Guide ("The Guide") - Chapter 14 Sponsored Projects > Scroll to Chapter 14 |
This section of The Guide focuses on sponsored project post-award administration. Responsibilities of key players in post-award management, types of external support, award funding and payment, research team roles and responsibilities, rules and regulations, and project management. (311/16) |
Direct Cost Policy | Direct Cost Policy was replaced by the Cost Principles Policy. See above. |
Direct and Indirect Typical Costs | Definitions and differences between direct and indirect costs |
Disclosure Statement (DS-2) |
Provides general information concerning each reporting unit, types of costs generally incurred by the segment or business unit directly performing under federally sponsored agreements and that are generally incurred by a central or group office and are allocated to one or more segments performing under federally sponsored agreements. |
ePER Topics | Electronic Personnel Effort Reporting policy and information |
Equipment FAQ | See under Equipment & Property FAQ |
Expense Purpose Codes | Codes and definitions |
F&A Rate | Facilities and administrative rates |
F&A Rate History | Facilities and administrative rates back to 1980 |
FAQs | Sponsored projects frequently asked questions, sorted by topic |
Financial Analysis | Financial analysis information |
Finance System Access | Access request forms for CIW, PeopleSoft Finance and HRMS |
Fiscal Roles | Description of roles as assigned in the Finance System |
Foreign Currency Procedure | Procedure describing when CU may accept foreign currency. Foreign Exchange Risk Acceptance Form. |
Forms | Sponsored Project forms |
Fringe Benefit Rates | Faculty, staff, student, professional exempt, hourly and LASP leave rates |
Glossary of Terms | Sponsored project terminology glossary |
This agreement is with the Department of Health and Human Services (DHHS) for indirect costs |
|
Indirect Cost Recovery | ICR, see also F&A and DAICR |
Indirect Cost Recovery Split Agreement | ICR agreement that details rate splits by department |
Indirect Cost Recovery Splits | ICR splits on projects shared between departments |
Electronic Research Administration portal for Grants administration |
|
Invoicing and Cash Management | Payment instructions for vendors, W-9, details on where to submit invoices, lists by sponsor |
Allocating sponsored project funding on more than one campus |
|
NCURA | National Council of University Research Administrators |
NIH Grants Policy Statement | National Institutes of Health Grants Policy Statement |
NSF Grants Policy Manual | National Science Foundation Grants Policy Manual |
OCG's Roles and Responsibilities Matrix | Office of Contracts and Grants roles and responsibilities matrix |
OPAS | Organizational Prior Approval System - link to OCG's forms for budget deviations and other project charges filed under awards management |
Over-expenditures on Contract and Grants Accounts Policy | Letter from the Graduate School Office of the Dean regarding maintaining sound fiscal management by every team |
Overpayment Process for Sponsored Projects Restricted Funds | Overpayment processing |
Participant Support Topics | Participant support policy, codes, FAQ, transfer table, and general information |
Principles of Ethical Behavior | Introduction and description of ethical behaviour |
Quick Reference Card | QCR provides a list of accounts departmental administrators are required to use to classify assets, liabilities, revenues, expenses and cash transfers (at a minimum). It contains details regarding the university's chart of accounts and how those accounts are used. |
Rate of Exchange | This is the rate of exchange on foreign currencies. See Miscellaneous under FAQs |
Setup and Closeout | CCO's setup and closeout post-award administration |
Scope of Work | SOW - HR guidance on independent contractors compared to employees |
Sole Source Justification Form |
Provides information on Sole source procurement definition, procedure to create sole source justifications, Sole source process cycles and procedure to pay invoices (receiving) |
Study Subject Payments | Procedural statement |
Study Subject Payment Log | Payment template |
Setup a Fund 29 petty cash fund. Use this fund to pay study subjects in multiple Fund 30 sponsored projects |
|
Sub-recipient Invoice Template | A sample template and instructions on how to use it |
Sub-recipient Monitoring Guide (2015) | Guidelines for departmental/PI review of Invoices from sub-recipients |
CU Boulder Provost's site - 3/9th calculator, summer funding guidelines and worksheet, summer session payment memo, summer salary limitations |
|
Technology Transfer Office | Assists with patents |
Travel Authorization APS | Policy, see also FAQs |
Travel Procedural Statement PSC | Procedures for university travel |
Travel Card Handbook | Information on the different types of travel cards and how to obtain them |
Travel & Expense System - Concur | Learning resources |
Travel Authorization Form | Developed by CCO for departmental travel authorization and recommended for all travel paid through Fund 30/31 |
Travel Information |
Available from the Procurement Service Center |
Uniform Guidance | The federal regulations, effective December 26, 2014 |
Uniform Guidance Information and Details | OCG webpage containing updates, details and general information regarding the new regulations |
Visas, Green Cards and Immigration Fees for entry into the U.S. |
Specifies the university requirements for determining the propriety and maximum amounts of certain sensitive expenses |