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F&A Calculation Tool

https://www.utsouthwestern.edu/research/spa/tools/document-library/f-&-a-calculation-tool.xlsx

F&A Award with Excluded Costs F&A Rate 0.6400 <-- Input Total Award 1.00 Total Direct Cost $ 0.61 Calculate Amount Total Indirect Cost $ 0.39 Calculate Amount Total Direct Cost excluded from F&A - 0 Normal DC Excluded IDC Reclass to excluded 1,000 Tuition DC Excluded IDC Reclass from excluded to M&O 500 Tuition DC Excluded IDC In both cases the amount moved from or to excluded should be divided by 1 + F&A to determine the Direct portion

Welch No-Cost Extension (NCE) Request Form

https://www.utsouthwestern.edu/research/spa/tools/document-library/welch-nce-request-form.docx

Document Title: Welch NCE Request Form Document Number: PR.FM.4.1 Original date: August 31, 2022 Date Revised: April 21, 2025 Next Review Date: April 21, 2026 Megan G. Marks, Ph.D. Associate Vice President, Sponsored Programs Administration Office of Business Affairs VERSION CONTROL 8-31-2022, Beth Bailey & Jamie Maiden Initial Version 7-1-2023, Version 4.0, Ronell Taylor Added to new template 2-22-2024, Version 4.0

SOP Template

https://www.utsouthwestern.edu/research/spa/tools/document-library/advance-accounts-research-awards.pdf

Sponsored Programs Administration Document Library Sponsored Programs Administration Page 1 of 3 Document Title: Advance Accounts for Research Awards Document Number: PRPS.GD.2.0 Original date: November 13, 2017 Date Revised: November 13, 2017 Next Review Date: August 22, 2025 Megan G. Marks, Ph.D. Associate Vice

Grant Submission Timeline Calendar

https://www.utsouthwestern.edu/research/spa/tools/document-library/grant-submission-timeline-calendar.xlsx

Timeline Calendar Grant Submission Timeline: Start at red arrow Due Date: Task: 18 Day Tuesday, April 12, 2022 Draft of All non-science Documents 14 Day Saturday, April 16, 2022 Draft of All non-science to SPA 7 Day Saturday, April 23, 2022 FINAL of All Documents 4 Day Tuesday, April 26, 2022 LAST DAY TO SUBMIT TO SPA Enter Due Date Here Due Date Saturday, April 30, 2022 SUBMISSION TO SPONSOR PI: Sponsor: Grant Type/Title: Version Control Document Title

Research Roundup: Deadline Reminders

https://www.utsouthwestern.edu/research/spa/process/basic-science/find-funding/funding-opportunity-calendar-april-2025.pdf

Research Roundup: Deadline Reminders Office of Business Affairs Sponsored Programs Administration – Paving the Way to Discovery Novel Artificial Intelligence Approaches to Advance Cardiovascular and Cerebrovascular/Brain Health LOI due: February 27,2025 (3:00 PM CST) Application due: May 1, 2025 (3:00 PM CST) 14-day deadline: April 17, 2025 P Series All-new, renewal, resubmission, revisions Application due: May 25, 2025 (5:00 PM CST) 14-day deadline: May 11, 2025 Due to the

PI-Transfer-From-UTSW-Checklist

https://www.utsouthwestern.edu/research/spa/tools/document-library/pi-transfer-from-utsw-checklist.docx

Sponsored Programs Administration Document Library Document Title: PI Transfer From UTSW Checklist Document Number: PR.CK.1.0 Original date: December 12, 2019 Date Revised: February 24, 2023 Next Review Date: August 22, 2025 Megan G. Marks, Ph.D. Associate Vice President, Sponsored Programs Administration Office of Business Affairs Check-out from UTSW procedure checklist Before

federal-assurance-compliance-letter.pdf

https://www.utsouthwestern.edu/research/spa/tools/document-library/federal-assurance-compliance-letter.pdf

Human Research Protection Program M E M O R A N D U M TO WHOM IT MAY CONCERN DATE: June 8, 2022 FROM: Rhonda Oilepo, MS, CIP, CHRC Assistant Vice-President of Human Research Administration RE: Federalwide Assurance This is to certify that The University of Texas Southwestern Medical Center (UT Southwestern) (IORG0000638) has obtained a Federalwide Assurance (FWA) from the Department of Health and Human Services (DHHS) (FWA00005087). This FWA assures that all UT Southwestern

Subrecipient Profile Questionnaire

https://www.utsouthwestern.edu/research/spa/tools/document-library/subrecipient-profile-questionnaire.docx

Subrecipient Profile Questionnaire Please fill out the information below, as appropriate, and submit to: Sponsored Programs Administration as a PDF to subawards@utsouthwestern.edu 1. Please provide Subrecipient’s complete business information: Organization Name: Click or tap here to enter text. Parent Entity (if applicable): Click or tap here to enter text. Address: Click or tap here to enter text. City, State, Zip Click or tap here to enter text. Phone: Click or

Private Sponsor Listing

https://www.utsouthwestern.edu/research/spa/tools/document-library/private-sponsors-development-or-spa-managed.xlsx

Private Sponsors List Listing of Private/Philanthropic Sponsors Managed by the following office A Breath of Hope Foundation Development Office AARP Andrus Foundation SPA ACR Research & Education Foundation SPA Additional Ventures Development Office Aging Mind Foundation Development Office Alcoholic Beverage Medical Research Foundation SPA Alex's Lemonade Stand Verify with SPA & Development Offices as both have processed previously Alfred P. Sloan Foundation Development Office - Limited

eAgreements Industry Flow Through Agreement (IFLW) Submission Guide

https://www.utsouthwestern.edu/research/spa/tools/document-library/utsw-iflw-submission-guide.docx

eAgreements Industry Flow Through Agreement (IFLW) Submission Guide Create the Agreement From My Inbox, click the Create Agreement button.   eAgreements Industry Flow Through Agreement (IFLW) Submission Guide December 2019 2 December 2019 8 Agreement Upload Complete the Agreement Upload page and click Continue. 1.0 Type or select the Principal Investigator name. 2.0