Forms and Templates

Last updated: 08/14/2019 - 5:35pm

This page includes some of the more frequently accessed documents on our site.

* Tip: To find a specific document - press CTRL+F on your keyboard, locate the “Find” box, and enter your keyword to search the page.

 

Add Non-Employee to ERA

Word version of the template for requesting to add non-employee to ERA.
 

Add Non-Employee to ERA

Outlook email template for requesting to add non-employee to ERA.
Note: This template is best viewed in Chrome and Firefox browsers.
 

Additional Pay Form 310

Form required for additional pay in excess of Institutional Base Salary (IBS) on a sponsored project.
 

Annual Subrecipient Certification

This form is for use in annual subrecipient certification.
 

ASU At-Risk Request Form

This form is used during pre-award to request an an account to allow work to begin in a timely manner pending receipt of the official award. It is also used during post-award to request time and/or funding to continue work without interruption pending receipt of a modification on an incrementally funded project.​
 

ASU Invoice Consortium Template

For use with consortium memberships.
 

Budget Reconciliation Checklist

The checklist outlines the steps to reconciling a sponsored project budget.
 

Budget Worksheet

This budget worksheet is for use during pre-ERA planning. Note: In order to ensure the worksheet applies the appropriate rates (ERE, tuition, F&A), be sure to enter a start date and end date at the top, then click the buttons “Click to Update ERE/Tuition Rates” AND “Update F&A Rates” within the worksheet.
 

Certification of Exception to Fly America Act

This form is a statement executed by the traveler justifying the use of a foreign flag air carrier for travel charged to a federally-funded sponsored project.
 

Consultant Letter of Commitment

Letter from consultant committing to provide services to an ASU sponsored project.
 

Cost/Price Analysis and Sole Source Justification Form - Under 100K

This form must be completed by the ASU PI when proposing a subaward for a sponsored research project.
 

Cost/Price Analysis Form - Commercial or International Subrecipients - Over 100K

This form must be completed by the ASU PI when proposing a subaward for a sponsored research project.
 

Cost/Price Analysis Form - U.S. University or Non-Profit Subrecipients - Over 100K

This form must be completed by the ASU PI when proposing a subaward for a sponsored research project.
 

Cost Sharing Requirement Form

This form is used to effectively collect, retain and manage required cost share commitments.
 

Departmental Input Receipt_spn

To be used to deposit sponsored checks received at Downtown, Polytechnic, and West campus departments.
 

Documenting Interrelated Projects Form

ORSPA 320 documents the University's compliance with the Federal Demonstration Partnership (FDP) and OMB Circular A-21 for allocating costs between interrelated projects supported by multiple Federal awards.
 

ERA Budget Summarizer

For use with the ERA Budget Export to Excel tool.
 

F and A Waiver Request Form

This is an OKED form for requesting an F&A waiver.
 

FATCA Compliant Substitute W-9

Required for Domestic Entities (Individuals and U.S. Companies) when Subrecipients.
 

Investigator and / or Allocation Changes

This routing form is used to gather approvals for investigator and / or allocation changes on existing awards.
 

Job Aid Template

A Word template to be used to create job aids and other reference documents for the the researchadmin.asu.edu site.
 

Letter of Collaboration

A Word template to be used for letters of collaboration.
 

New Account Application Form

Link to the Financial Services forms webpage. This form is near the top of the page.
 

New ERA External Organization Request

Word version of the template for requesting the addition of a new external organization to ERA.
 

New ERA External Organization Request

Outlook email template for requesting the addition of a new external organization to ERA.
Note: This template is best viewed in Chrome and Firefox browsers.
 

New ERA Unit Request

Outlook email template for requesting the addition of a new unit to ERA.
Note: This template is best viewed in Chrome and Firefox browsers.
 

New ERA Unit Request

Word version of the template for requesting the addition of a new unit to ERA.
 

Non-Payroll Cost Transfer Request - (CTR) ORSPA 510

Form for requesting non-payroll cost transfers.
 

OKED TRIPS Form

 Link to the Funding webpage about Travel of Research Investigators to Potential Sponsors.
 

ORSPA Action Form

Form for: a) change requests; b) requests to establish at-risk accounts; or c) requests for approval of CAS exceptions.
 

Payroll Redistribution Form and Instructions

Links to the Financial Services Forms page.  These documents are near the bottom of the page.
 

Purchase Request Reimbursement Form

Sample of a purchase request / reimbursement form that units may find useful. It is not required. However, documentation must adhere to campus policies and requirements.
 

Request for Contributed Effort Setup in ERS

An email template for the RA's to use when requesting a change to contributed effort commitments.
 

Subrecipient Commitment Form

A form used to obtain and document commitment from subrecipient.
 

Subrecipient Letter of Commitment

Letter from subrecipient committing to collaborate with ASU on a sponsored project.
 

Third Party Cost Sharing Certification Memo

This form is to obtain required information from a third party that is contributing to cost sharing.
 

Vendor Authorization Form

Required for U.S. Companies, in addition to the FATCA Compliant Substitute W-9, when Subrecipients.
 

W-8BEN Form

Required for Foreign Individuals when Subrecipients.
 

W-8BEN-E Form

Required for Foreign Entities when Subrecipients.
 

Was this page useful?