Grants Monitoring Forms

Budgeting Information

Pre-Award Costs Agreement
To request approval to spend funds prior to receiving the award

Budget Reallocation Request (See Prior Approval Requirements for re-budgeting guidelines)
To request budget be reallocated from one category and/or SpeedType to another

Subcontract/Subawards
Information required to set up a Subcontract/Subaward

Task Order Request
To request a portion of funds be transferred from a state managed Federal Grant to the Research Institute (special circumstances only)

Authorizations

Authorization Form
To give authorization to request Budget Reallocations and/or to submit Requisitions, BPC, and Travel Requests

Accounts Payable/Purchasing Information

New Vendor Setup/New Vendor Address Request
To Request New Vendor or Address Changes to Existing Vendors

Blank W-9
To Request a Tax Identification or Social Security Number from a Vendor

Change PO Request
To Change the Quantity for a PO that has had no portion of the PO paid yet

Cancel or Finalize PO Request
To Cancel or Finalize a Line of a PO or Entire PO so the Encumbrance is liquated

Contractual Services Form
Required when paying a non-employee for services performed, even if the person provides an invoice

Expense Reallocation Request
To request expenses be transferred from one SpeedType to another

Cash Equivalent Subject Payment Form
Enter subject information on this form when a subject receives a cash equivalent (i.e. gift card)

Subject Incentive Form
Subject Incentive Form must be filled out when entering request for gift cards or cash equivalent items.

Closing Clinical Studies

HSC Closure and Financial Reconciliation Forms

Information and Account Request

Revenue Report(s) Request
Request up to 8 revenue reports

Invoice or Check Copy Request
To Request a Copy of an Invoice, the Documentation as it was mailed from the RI, or a Canceled Check

Subject Payment(s) Request
Request subject payment detail expenditure reports (Payee, Date Paid, Amount Paid) for up to 8 accounts

Last modified: Nov 30, 2012
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