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OCGA Forms

Find links to forms for the Office of Contract and Grant Administration (OCGA).

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General proposal forms

Form: Description: Formats:

PI Exception

Used when a proposal is being submitted by an individual whose title is not eligible. A complete description of eligibility criteria.

PDFExcel

Equipment Matching

When equipment is used as cost share on a proposal.

PDF

Subrecipient Commitment Form

Completed by subrecipient as part of their proposal to UC San Diego. 

Department fund managers, in lieu of sending potential subrecipients/consortium members requests to complete subrecipient commitment form, check the FDP Clearinghouse for the institutional profile, download and provide to OCGA

PDF; Instructions (PDF)

MCA Commitment Form

Completed by another UC campus as part of their proposal to UC San Diego.

PDF

Budget forms

Form: Description: Formats:

UCSD Proposal Budget

General budget development template for proposals.  Used when there is no specific agency budget form.

ExcelInstructions (PDF)

Effort Percent/Person-Months Conversion Tables

Used to convert between effort percent and person-months

PDF

UCSD Industry Proposal Budget - fully loaded

Used to develop budgets for Industry sponsored proposals. The Industry IDC rate (55% MTDC) is automatically calculated and added to each line item

Excel

UCSD Clinical Trial Proposal Budget - fully loaded

Used to develop budgets for PI Initiated, Industry sponsored clinical trial proposals. The clinical trial IDC rate (30% TDC) is automatically calculated and added to each line item

Excel

NIH Modular Budget Worksheet

Used to calculate NIH Modular budget amounts from a full budget.

Excel

NIH Contract Budget Worksheet

Used to prepare a cost proposal for NIH contracts.

Excel

VMRF PA Budget Projection Worksheet

Used to calculate salary and benefits for VMRF Personnel Agreements.

Excel

NIH proposal forms

Form: Description: Formats:

NIH Fellowship Assurance

Required for all Fellows submitting proposals to the NIH Ruth L. Kirschstein Individual Fellowships.

PDFExcel

PHS 398 Face Page General Campus

Pre-populated with UCSD General Campus institutional information

PDF

PHS 398 Face Page School of Medicine

Pre-populated with UCSD School of Medicine institutional information

PDF

PHS 398 Face Page Scripps Institution of Oceanography

Pre-populated with UCSD Scripps Institution of Oceanography institutional information

PDF

PHS 398 Face Page Skaggs School of Pharmacy and Pharmaceutical Sciences

Pre-populated with UCSD Skaggs School of Pharmacy and Pharmaceutical Sciences institutional information

PDF

PHS 2590 Face Page General Campus

Pre-populated with UCSD General Campus institutional information

PDF

PHS 2590 Face Page School of Medicine

Pre-populated with UCSD School of Medicine institutional information

PDF

PHS 2590 Face Page Scripps Institution of Oceanography

Pre-populated with UCSD Scripps Institution of Oceanography institutional information

PDF

PHS 2590 Face Page Skaggs School of Pharmacy and Pharmaceutical Sciences

Pre-populated with UCSD Skaggs School of Pharmacy and Pharmaceutical Sciences institutional information

PDF

Award forms

Form: Description: Formats:

Advance Spending Request

Request to officially incur expenses on a project in advance of the award document being received by the university. More...

ExcelHow to Submit (PDF)

FDP/No Cost Extension

Request additional time to complete the project, utilizing existing funds available on a grant award issued by a federal granting agency participating in the Federal Demonstration Partnership (FDP).  For NSF awards, use Fastlane only.

PDFExcelInstructions (PDF)

Subaward Forms

Form: Description: Formats:

Subrecipient Commitment Form

Completed by subrecipient as part of their proposal to UC San Diego.                    

PDFInstructions (PDF)

Subaward Modification Request Form (SMRF)

Used to request a change to an existing subaward. You'll find the online SMRF iRequest in Marketplace.

Marketplace

Sample Statement of Work (SOW) Template

General description of work performed for a subaward. 

Word

Sample Budget Template

Budget for a subaward.

Word

Multi-Campus Award Forms

Form: Description: Formats:

MCA Commitment Form

Completed by another UC campus as part of their proposal to UC San Diego.                 

PDF

Request for MCA Form

Request a Multiple Campus Award (MCA) or modification to a current MCA be issued to another UC campus. Complete and send the form to the OCGA C&G Officer for the prime award.

Word

Incoming Service Agreement Forms (VCAA)

Form: Description: Links (Formats):

Incoming Service Agreement Request eForm

Completed by department to request a new Incoming Service Agreement or an amendment to an existing agreement.      

eForm

Incoming Service Agreement Template

Standard template for a new Incoming Service Agreement.

New Agreement Template (Word)

Amendment Template

Standard template for an amendment to an existing Incoming Service Agreement.

Amendment Template (Word)

700-U

Statement of Economic Interests for Principal Investigators.  

Required for Non-Federal Sponsored Projects where the cost of services is $1,000 or less and the sponsor is exempt

Note: Exempt entities are nonprofit educational institutions and those on the UCOP Exempt List.

COI Forms

Note: For additional information, please see the Incoming Service Agreements Blink page.

Conflict of Interest (COI) forms

Form: Description: Formats:

700-U

Statement of Economic Interests for Principal Investigators.  Required for Non-Federal Sponsored Projects. Information regarding Sponsors that are exempt from the 700-U requirement.

PDFInstructions (PDF)

9510

Disclosure of Financial Interests Related to Federal and Other Sponsored Projects Adopting the Federal Requirements. Required for contract and grant proposals being submitted to NSF, CIRM, UC BCRP, UC CHRP, UC TRDRP, UC Discovery programs and Subawards for these sponsors.

PDF

Addendum

Required when a Principal Investigator, Co-Principal Investigator, or Key Personnel have made a positive disclosure of financial interest on the 700-U form or the 9510 form.

PDF

Financial Disclosure for PHS-Funded Research

Disclosure of Financial Interests and Management of Conflicts of Interest Related to Public Health Services Sponsored Awards and Other Sponsored Projects Adopting the PHS Federal Requirements.  Required for contract and grants proposals being submitted to NIH, AHRQ, ATSDR, CDC, FDA, HRSA, IHS, SAMHSA, American Cancer Society, American Heart Association, Susan G Komen Breast Cancer Foundation and Subawards for these sponsors

Phone/iPad and other iOS users please follow instructions below:
Please install the latest Adobe Reader app on your device.

  1. Click on the PDF.
  2. Click the Share button at the top of the screen to open the document in your Adobe Reader app.
  3. Fill out the form and type your name and date at the bottom.
  4. Click Done but do not click the Submit by Email button. The Submit by Email button at the bottom of the form is disabled due to Adobe and Apple IP restrictions. 
  5. Tap the screen to locate the Share button on the toolbar at the top of the screen. 
  6. Click E-mail Document and send to coiforms@ucsd.edu.

PDF

Financial Disclosure for PHS-Funded Research Supplement

Required when a Principal Investigator, Co-Principal Investigator, or Key Personnel have made a positive disclosure of financial interest on the PHS-COI form.

PDF

Subrecipient Disclosure

Required for all Subrecipient Investigators who share responsibility for the design, conduct, or reporting.

PDF

Unfunded Agreement Form

Form: Description: Formats:

Unfunded Agreement Request Form

Completed by department to request an unfunded agreement (e.g. CDA/NDA, DUA, MOU, etc.)                    

eForm

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