Table of Contents

Front Matter

     Welcome!

     Changes and Updates

     Introduction

Primary Sections

01. Organizational Structure and Support Services

• Organizational Structure
• DSR General Support Services
• DSR Pre-Award Administration (Pre-award)
• DSR Post-Award Administration (Post-award)
• DSR Office of Technology Licensing (OTL)
• DSR Institutional Data and Grant Opportunities
• Research Foundation of the University of West Florida, Inc. (RFUWF)
• University of West Florida Foundation, Inc. (Foundation)

02. Proposal Development

• Eligibility to Submit a Proposal
• Proposal Development
• Contracts, Grants, and Cooperative Agreements
• Typical Components of a Proposal
• Proposals to Corporations and Companies
• Proposals to Foundations
• Proposals to Associations, Societies and Councils
• Frequently Used Institutional Data
• UWF Insurance Coverage

03. Preparing a Budget

• Overview
• Federal Direct Cost Categories
• Payments to Foreign Nationals
• Performance-Based Budgeting

04. University Policies and Procedures

• Centers and Institutes
• Classified Research
• Export Control Restrictions
• Consultant/Contractual Services on Grants
• Employment of Relatives on Grants/Contracts
• Financial Conflict of Interest
  • Procedure for Form Review and Approval
• F&A Costs Recovered from Sponsors
• Allocation of F&A Costs
• Institutional Prior Approval
• Institutional Review and Signature
• Institutional Expenditure Pre- and Post-Award Approval
• Institutional Approval of Requests to Modify Budget
• Federal Demonstration Partnership
• Release Time
• Scientific Misconduct
• Subcontracting/Subrecipient Agreements
• Intellectual Property

05. Required Special Approvals

• Use of Human Participants
• Use of Animals
• Use of Biohazards and Recombinant DNA
• Use of Radioactive Materials and Radiation-Producing Devices
• Classified Access and Export Controlled Information

06. Pre-Award and Proposal Processing

• Sponsored Project Approval Internal Routing Form (IRF)
• DSR Staff Responsibilities
• Assurances, Compliances, Certifications, and Representations
• State (Intergovernmental) Clearinghouse Review
• Checklist for Proposals
• Tips to Insure a Proper and Timely Submission
• DSR’s Proposal Submission Procedures
• NSF FastLane Proposals
• Other Electronic Submissions
• "No Review" Process
• Multiple Submissions
• Copying and Mailing
• Tracking the Proposal's Progress
• Acceptance of an Award
• Project Administration
• References

07. Post-Award Administration

• Acceptance of an Award and Budget Setup
• Administrative Responsibilities
• Time and Effort Reporting
• Subcontracts
• Cost Sharing
• Federal Demonstration Partnership
• Prior Approval for Post-Award Changes
• Re-budgeting
• Budget Amendments
• Deficits
• Cost Transfers
• RSP Seed Accounts

08. Hiring Research Personnel

• Appointment of Personnel
• Line-Salaried vs. OPS Employees
• Faculty
• End of Appointment or Notice of Non-Renewal of Employees
• Students

09. Purchasing

• Definition of a Purchase
• Procurement Services Department
• Requisition Procedures
• Sponsored Research Exemption
• P-Card Usage
• Acquisition of Surplus Property

10. Travel

• Travel Requests
• Domestic Travel
• Foreign Travel
• For Further Assistance
• Travel Forms

11. Records Management

• Required Records and Retention Schedule
• Property Management Standards
• Financial Management Standards
• Audits and Access to Records

12. Closing Out a Project

• Closeout Procedures
• Closeout Documents

13. Intellectual Property at UWF

• UWF Intellectual Property Policy - July 2002
• Copyright Documents and Forms
• UWF Forms
• Trademark Document and Forms

14. Procedure for the Protection of
      UWF Intellectual Property

• Purpose
• Objectives
• Discussion
• Procedure
• Table of Initial and Subsequent Transfers

Appendices

A. Index and Acronyms List

B. UWF Proposal Routing and Forms Process/Documents

C. Insurance Requirements

D. Institutes and Centers

E. Export Control Procedures

F. Forms and References