Sponsored Project Compliance: Policy and Procedural Guidance

As the federal government transitions to new leadership in the White House and Congress in January 2025, we are seeing changes in priorities and have received notices of communication pauses and policy changes at federal agencies that fund research and creative activities. Transitioning to a new Administration takes time, and it is not unusual to have pauses in agency communications during the transition period. New priorities may include updating or rescinding existing policies, writing new policies or laws and possible changes in research to support these priorities. The Office of Research and Economic Development (ORED) is working with the internal teams, contracted consultants, university stakeholders, as well as higher education advocacy groups, peer institutions and academic experts, to understand and provide updates on this evolving situation. As changes occur, we will assess their expected impact on U of I and provide guidance and next steps as soon as possible. This website is meant to provide summative information and guidance — specific guidance from agencies will be shared directly with affected sponsored project personnel and we ask that you send information that you receive directly to osp@uidaho.edu. 

We expect to receive limited communication from agencies during this transition period. These limited communications and changes may effect:

• new funding opportunities;
• announcements of new awards;
• issuance of amendments or modifications;
• responses to requests and inquiries;
• publishing reports; and
• updating of web pages.

Until additional information is available or otherwise provided, faculty and staff should continue following existing proposal deadlines and instructions, active award terms and conditions, and instructions from the agency and OSP.  Many of these changes are fluid — ORED will continue to update the community via this website and specific targeted communications as updates are made available to us. See the 'Updates' section below. 

Please see the Resources section below for more information — this section will be updated as more information is made available.

If you have questions or need additional information, please contact osp@uidaho.edu. 

Adapted from the Arizona State University’s Research Operations News, Washington State University’s Federal Funding Updates, University of Colorado Boulder’s Federal transition: Updates, campus resources, insights and more and Boise State's Federal Funding Impacts.

COGR Summary of Executive Orders

Letter from US Department of Education regarding Federally Recognized Tribes

Inside Higher Education article – Federally Recognized Tribes

USDA Secretary of Agriculture notice regarding Federally Recognized Tribes

Executive Orders and related federal agency actions since 1/20/2025:

• APLU FA Legal Action - FINAL JUDGMENT 6.20.25 (PDF)
• EO 14292  Improving the Safety and Security of Biological Research 6.18.25
  • NIH Policy Update in response:  NOT-OD-25-127: Implementation Update: Terminating or Suspending Dangerous Gain-of-Function Research in Accordance with the Executive Order on Improving the Safety and Security of Biological Research
• Temporary Restraining Order (TRO): DOE Indirect Rate Change 6.18.25
• APLU Important FA Legal Action 6.16.25 (PDF)
  • Lawsuit filed by APLU and other entities:  DoD Complaint 6-16-2025
• DoD Implementation of SECDEF Indirect Cost Cap Memo - 2025-06-12 (PDF)
• Department of Energy Accountability Notice 5.16.2025 (.pdf)
• Temporary Injunction, DOE Indirect Rate Cap 5.16.25 (.pdf)
• Temporary Restraining Order (TRO): DOE Indirect Rate Change 4.15.25 (.pdf) 
• Legal Filing from AAU, APLU, ACE – DOE 15% Notice 4.14.25 (.pdf)
• US Department of Energy Complaint Filed – APLU Action 4.14.25 (.pdf)
• US Department of Energy Policy Change Notice 4.14.25 (.pdf)
• PF2025-22 Adjusting Department of Energy Grant Policy for Institutions of Higher Education (.pdf)
• NIH Proposed Peer Review Process Update 3.6.2025 (.pdf)
• NIH Litigation Update 3.6.25 – Temporary Injunction (.pdf)
• Preliminary injunction: Executive Orders 14187 and 14168 3.5.2025 (.pdf)
• NIH Indirect Rate Change – Temporary Restraining Order 2.11.2025 (.pdf)
• NASA Memo on Ceasing Gender Ideology Work 2.6.2025 (.pdf)
• US Dept of Energy Rescission Letter of 1.31.25 Memo RE DEI CBP PIER J40 (.pdf)
• Memo from VPRED regarding the TRO 1.31.25 (.pdf)
• Temporary Restraining Order 1.31.25 (.pdf)
• NSF response to TRO 1.31.25 (.pdf)
• HHS Response to TRO 2.3.25 (.pdf)
• Memo from Vice President Nomura 1.31.25 (.pdf)
• NSF Memo Response to DEIA Executive Order (.pdf)
• NASA Memo Response to DEIA Executive Order (.pdf)
• US Dept of Energy Response to DEIA Executive Order (.pdf)
• Memo Rescinding M-25-13 (.pdf)

See the communication sent by the Office of Sponsored Programs on Jan. 24 which contained the following details: 

Proposals

The Office of Sponsored Programs will continue to submit proposals to federal agencies, and faculty should continue to pursue proposals based on published funding calls. Submission timelines and award decisions may be impacted as sponsors navigate these changes. During this time of transition, we recommend that you periodically re-review funding announcements for any revisions.

Awards

Please continue managing active awards as usual unless a specific directive is provided to you by the sponsor or U of I OSP indicating otherwise. For reference, any changes to your award will be vetted by OSP following notifications from sponsors with details provided to effected faculty and staff as quickly as we can manage. If you receive communications from program officers or agencies directly from a sponsor that impacts your active award(s), please let OSP know as soon as possible. We will help address any changes promptly to ensure compliance and to remain in good standing with the funding agencies. It is very important that you submit expenditures and complete reports on time, as always.  

PIs should direct any messages from a sponsor regarding sponsored projects to osp@uidaho.edu so that we can work collaboratively to address any possible changes or issues presented.

Proposals:

• Proposal deadlines may change. It is recommended to regularly confirm deadlines for proposals currently under development.
• Confirm that any funding announcements have not been revised, postponed or cancelled. Consider signing up for alerts from the sponsoring agency, when available.
• Please carefully consider the words you use in your proposal titles, narratives and other documents to address the text of the announcement and any changed federal policy objectives. See the Resources section below.
• Follow all updated agency and federal guidance on proposal content, especially related to the Executive Orders released and being released that govern federal financial assistance.

Awards:

• The terms and conditions of signed awards remain in place; this includes the ability to invoice and receive reimbursements except in situations where an agency or federal order prevents reimbursement. Work under executed awards should proceed unless the agency or sponsored programs notifies you otherwise. Any changes to awards should come through an amendment from the agency for review and execution via OSP — if you receive a direct communication or amendment from a sponsor, please ensure it is forwarded to osp@uidaho.edu.
• Changes to research compliance and reporting requirements for current awards are anticipated. These may be implemented at the sponsor level via a blanket notice or via an amendment on a project specific basis. Immediate compliance with any new requirements is important, and failure to comply could jeopardize funding for the project and the university as a whole. If you are unsure how to proceed, please contact OSP for assistance.
• If specific programs are terminated or restructured, you may encounter difficulties accessing funds or meeting new criteria. Federal agencies managing these programs will typically issue guidance on how to proceed. We will pass this along promptly if/when received.
• If a program or initiative is reduced or defunded, there could be delays or pauses in payments for existing sponsored projects under those programs. While this is rare, it may occur if funding for a program is terminated or funding is redirected.
• During this transition period early setups, advance funding, and deficit spending are considered at-risk spending and will not be authorized under a VP guarantee. Any spending in these categories will be the responsibility of the department, unit, or college, and state funds cannot be used in these situations. For these reasons, OSP, PIs, and colleges/departments will need to carefully monitor advance funding requests, early setup spending, and no cost time extensions during the near-term. Spending during this period is "at-risk" for these categories.  

What to do:

• Review your sponsored project award, subsequent amendments, and all communications from the agency and OSP, including all linked terms and conditions to ensure that you understand the terms and changes to the terms and allowable work and expenses. This includes clauses related to funding availability and reimbursement limitations.
• Closely monitor budget obligations to avoid overspending while awaiting anticipated future funding. Expect delays in funding allocations for existing awards, with the possibility that renewals and increments could be reduced or cancelled. 
• If there are changes to your award scope or allowable expenses, ensure OSP is notified immediately.
• If you feel that OSP needs to escalate a question to the agency Grants or Contracts officer, please let us know by emailing osp@uidaho.edu. 
• Continue to submit required reports and deliverables to your sponsoring agency on time. Prioritize the submission of any materials that may be past due and quickly respond to requests for follow-up.
  • Notify OSP (osp@uidaho.edu) immediately if there are extenuating circumstances that prevent timely submission.
• Diligently watch for and act on announcements from the agency overseeing your sponsored project for any updates on funding or compliance.
• When submitting requests to OSP, please include any correspondence you may have received from the Program Officer or Contracting/Grants Officer about potential restrictions or changes regarding the funding or project.

• Updates on NSF Priorities
• NSF Executive Order FAQs February 2025
• COGR Administration Transition Information and Resources
• Recent Executive Orders
• APLU Overview of President Trump’s Executive Orders (Jan. 23, 2025)
• American Council on Education Updates
• DOE Agency-wide Review of Program and Administrative Activities (Jan. 20, 2025)
• GSA Notice of intent to suspend enforcement of contractual DEI terms in existing agreements (Jan. 23, 2025)
• NASA Initial Guidance Regarding Diversity, Equity, Inclusion, Accessibility (DEIA) Executive Orders (Jan. 23, 2025)

• OSP Director Memo: Uniform Guidance Policy changes effective 10/1/2024 (.pdf)

• 2 CFR Revisions 2024: Unofficial Comparison Version (.pdf)

• Memo from VPRED Nomura and VP Ewart (pdf)

GUIDANCE FOR IMPLEMENTING NATIONAL SECURITY PRESIDENTIAL MEMORANDUM 33 (NSPM-33) ON NATIONAL SECURITY STRATEGY FOR UNITED STATES GOVERNMENT-SUPPORTED RESEARCH AND DEVELOPMENT (whitehouse.gov)

National Security Policy Mandate 33 (NSPM-33) is a directive issued by the White House from January 2021 and which has continued through President Biden’s administration via Executive Order 14028 and further described by a January 2022 memo from the White House. This memorandum requires that federal research agencies standardize and strengthen disclosure requirements for entities and personnel (researchers) receiving federally funded awards. NSPM-33 also mandates the establishment of research security programs at research institutions who receive federal funds.

Goals of NSPM-33:

• Improving U of I’s overall security posture in research and the university in general. 
• Maximizing compliance with multiple requirements from multiple granting organizations as required by regulatory changes beginning in 2022. 
• Improving competitiveness and providing ability to respond quickly to research opportunities with enhanced collaboration, efficiency, trustworthiness, and repeatability. 
• Monitoring and quickly adapting to the constantly changing compliance requirements. 
• Supporting the university’s goal of achieving R1 status. 

• NSPM-33 – National Security Presidential Memorandum 33 must be implemented by all federal funding agencies and extends even to fundamental research performed at entities receiving more than $50 million in federal funding.
  • NSPM-33 can be broken down into two primary categories: Disclosure Requirements and Requirements for Research and Security and Training. 

• NIST 800-171 is for Controlled Unclassified Information (CUI) in non-federal systems. This could include data received from any federal agency, or through our subcontracts for such an agency.
• CMMC – is specific to research projects working with the Department of Defense and requires certification of a NIST 800-171 environment for CUI.

• The other support (current and pending support) reporting process will change as federal agencies release their implementation guidance in this area. Both National Science Foundation and National Institutes of Health have released their guidance to advance this facet of NSPM-33. Specific agency guidance is contained within the agency links in the “Sponsor Specific Information and Links” section of this webpage.
  • Examples of activities that may need to be disclosed include (but are not limited to):
    • Academic, professional, or institutional appointments and positions, whether or not remuneration is received, and, whether full-time, part-time, or voluntary
    • Postdoctoral scholars, students, or visiting scholars who are supported by an external entity, whether or not they work on federally-funded research projects
    • Some Consulting activities
    • Travel supported/paid by an external entity to perform research activities with an associated time commitment
    • In-kind contributions
• The research security requirements are multi-faceted. See the Office of Information Technology (OIT) website on research security for details. Link coming soon.
  • Note that OSP has added data collection points to the VERAS proposal form in order to capture details relating to the compliance framework needs for each project.
  • The primary elements of the research security program and training piece of NSPM-33 are:
    • Cybersecurity
    • Foreign travel security
    • Research security training
    • Export control training

Your research processes and outputs are a vital part of the University of Idaho’s mission as a land-grant research university. The U.S. federal government recognizes this fact within the broader contexts of national security, global competitiveness in innovation, and protection of intellectual property from interference and exploitation. Under NSPM-33, the University of Idaho is required to establish a Research Security Program that addresses institutional research cybersecurity while also promoting necessary openness in the research community. The Research Cyber Support Program (RCSP) helps address institutional research security for NSPM-33 and other federal compliance standards.

To apply for and win federal research funding in the future, you will be required to address and disclose specific cybersecurity considerations related to your research. The UI’s Research Cyber Support Program (RCSP) is intended to provide a consistent mechanism so that researchers can easily and properly comply. 

Note that some costs relating to cybersecurity considerations can and should be included in your proposal application, in order to be considered for funding as part of the direct costs for a project. Consult with OIT (rcsp-team@uidaho.edu) early in the process to allow time to develop a compliance plan and to create accurate costing estimates for the project plan.

The University of Idaho is required by NSPM-33 to develop the Research Cyber Support Program (RSCP) in order facilitate compliance with new cybersecurity and disclosure requirements. This program is intended to support individual proposals, grants,contracts, and other agreement mechanisms, and awarded projects and will require a partnership between individual investigators, research computing, and OIT/RCSP.  RCSP will help investigators create and track systems security plans (SSPs) and will help monitor and mitigate cybersecurity risks associated with UI research.

RSCP will develop systems to make compliance relatively seamless. Research that involves Controlled Unclassified Information (CUI) or human subject/human health (IRB, HIPAA) may require additional scrutiny and specialized secure infrastructure as guided by the RSCP.

Note that agency policy will likely also require special information, data management and sharing plans, and other publication/release of information as part of the required transparency facet of NSPM-33. See the agency specific information in the ‘“Sponsor Specific Information and Links” section of this webpage or confer with pre or post-award team to get details regarding a specific agency or project.

Federal agencies have different and specific requirements for reporting other support (also known as current and pending support) – most federal agencies will require submission of another support/current and pending support form as well as a biosketch or Curriculum vitae (CV). See the agency specific accordions below for details on these requirements for each specific agency. 

Faculty and staff that are Principal Investigator and/or senior key personnel on a federal funded sponsored project have an obligation to ensure their other support (current and pending) is made available to the sponsor as required by that sponsor’s specific policy. Most sponsors require disclosure at pre-award (proposal stage) and require that personnel maintain regular updates to their other support through an individual report (ad hoc as support is received or discovered to have not been previously disclosed), foreign support or affiliation is realized, and/or through technical (progress) report updates. National Institutes of Health does not require other support reporting at the proposal stage for many types of Funding Opportunity Announcements (FOAs), but does require submission of the information at the Just-in-time (JIT) stage and with each Research Performance Progress Report (RPPR) as well as the final RPPR. See the agency specific accordions on this page (below) for details on reporting obligations during project life or at the JIT stage.

Foreign support reporting – note that specific agency policy may require reporting of any foreign support or affiliation, and that some agencies prohibit certain foreign support or affiliations. See the guidance in the agency links below for details per sponsor. 

Enter a ‘request current and pending support data’ ticket here. Note that OSP can only help to provide sponsored project data; other data types (departmental funding, affiliations, etc.) are not managed by OSP.

Details: OSP can provide you with a report from VERAS of your proposed support, and there is a second report available from Argos that departmental grant administrators (DGAs), OSP and faculty can access. Faculty must take the Banner navigation training and request Argos access through a TDNext ticket here however to gain access. Faculty who do not wish to gain access to Argos can also request the current support to be provided by OSP or their DGA.

ORCID – UI is a member organization and is working (as of Feb 2023) to active single-sign-on access to ORCID. ORCID can also help to populate data into Science Experts Network Curriculum Vitae (SciENcv), which will be the required formatting for National Science Foundation biosketches starting in October 2023. Note that an ORCID ID is already required for some types of NIH submissions.

Select the ‘submit current and pending support’ ticket type here to provide information to OSP on your foreign support or foreign affiliations. Note that you must upload the contract/agreement with the foreign entity to comply with requirements from some federal sponsors. If you need to report foreign support or affiliations are part of a just-in-time (JIT) or progress report, please select the Just-In-Time or Progress Report ticket type.

Submit a Just-in-time ticket request here.

Submit a Progress Report ticket here.

• Acronyms List

• APM Chapter 45: Research Office

a. The advance funding procedure is to be initiated by the PI, college, or unit (department) when a modification to an existing agreement (project) has not yet been received to extend and/or add additional funding to an established grant code (and index or indexes), or a modification has been received but not yet executed, to allow for expenditures in support of the next phase of the project. An authorized designee of the unit, per APM 45.05, must provide authorization for advance funding, to OSP Post Award, to allow for work to proceed for the next phase of the project in advance of the end-date or deficit spending. This process reduces the number of cost transfers, prevents disruptions in on-going project work, and helps to ensure that expenses are attributed to the project that they support. Advance funding differs from an early (preliminary) setup. Advance funding is for existing agreements as opposed to a new agreement. If a new agreement requires a project budget before the new agreement is received and executed, please see the early (preliminary) setup procedure for the relevant process and policy information.

Process: The unit Dean or institute equivalent, or designee, should submit an Advance Funding authorization email, utilizing the template below, via email to the Post Award unit of OSP. By providing the advance funding authorization, the unit is agreeing to absorb any incurred expenditures should an amendment not be received and executed for the advance funding amount and/or timeframe. Any pending charges beyond the project end-date or in excess of the awarded funding amount will not be permitted until advance funding approval is received from the College Dean or Dean’s delegate. For direct federally funded grant projects, the Vice President for Research and Economic Development will provide the advance funding guarantee, as long as the unit/college provides certification, using the template made available by the Office of Sponsored Program (below), that confirms that the PI is compliant with all deliverables and protocols per Section D-2 of APM 45.05.
If the advance funding approval, or certification of compliance for VP guarantee of advance funding, is not received by OSP prior to the end-date or expenditure of the current funding amount, the department will need to cease work and incurrence of charges for the project until such time as an amendment is received and executed. Should an amendment not be received from the sponsor (barring extenuating circumstances) within the financial closeout period, the department must transfer any overages or charges that occurred after the end-date from the account(s) as voluntary uncommitted cost share and OSP will close the project by sending a final invoice to the sponsor, as required under the terms of the agreement.

Template for advance funding authorization:“For project(s) INSERT GRANT CODE AND INDEX NUMBER(S), OSP and the department (college) have been informed that the sponsor intends to continue this project. However, UI has not yet received an official amendment from the sponsor. As the Dean or Dean’s delegate (or institute equivalent), I provide approval for the advance funding of this project. I understand that the University’s advance funding procedure allows for project expenditures to be incurred for the next phase of the project for up to 90 days and up to 25% of a 12 month period of funding. I certify that any expenditures incurred in the advance funding period will be the responsibility of the department or college, unless this project is a direct federal grant, should the sponsor not provide an amendment. By providing advance funding approval or request for VP guarantee of advance funding, the College certifies that the PI is compliant with all project deliverables and will remain compliant during the advanced funding period.”

APM 45.05

• NSF Audit Training (.ppt)
• Prior Approval (.pdf)
• Asset Management Training 1 (.ppt)
• NSF Desk-Review Letter (.pdf), May 2024 and U of I's Response Summary:
  • Updated APM 45.06 Section E-8;
  • Consolidated our Participant Support resources and information into a central location, visit Participant Support Costs
  • Updated our ACM$ processes to align with the recommendations in the desk review letter
• NSF Desk-Review Closeout Letter (.pdf), Nov. 2024

• Banner Forms & Reports Manual

• Contract Review Unit

• APM 45.06 - Allowable and Unallowable Sponsored Project Expenditures
• APM 45.07 - Cost Transfers on Sponsored Projects
• APM 45.08 - Cost Sharing ("Match") on Sponsored Projects
• APM 45.09 - Effort Reporting and Personnel Activity Reports (PARs)
• APM 45.10 - Facilities & Administrative (F&A) Rate
• Allowability
• ARGOS
• Budget and Cost Transfer Calculator for Sponsored Projects
• CAS Exemption Form
• Effort Report Schedule
• Grant E-Code Lookup Tool
• Labor Redistribution Instructions
• NSF 2 Month Rule Justification Template
• Participant Support Costs Detail
• Tools for Managing Research at the Transactional Level

Subward Invoicing

• FDP Subaward Invoice Template (.xlsx)
• Subaward Supporting Document Examples (.pdf)
• Subrecipient Rebudget Request Form (.xlsx)
• Internal Process for Grant Administrators:
  • Subrecipient Invoice Review Best Practices Checklist (.pdf)
  • Jaggaer Subaward Invoice Processing (.pdf)

• APM 45 - Preliminary Budget Setup
  • Agreements with Industry sponsors and Foreign Entities (including Canada) are generally not allowable for early setups due to state limitations on using appropriate funds for industry support, and a history of problematic terms and conditions (foreign). Project agreements and sponsors that typically utilize terms with start date as "date of last signature" are ineligible for early setups; OSP processes these agreements as a rush.
• Request an Early Setup by following the Early Setup Request Instructions and logging into VERAS

• Find Funding Site

• Fly America Act Information
• Fly America Act Presentation
• Fly America Act Exception Form
• APM 70.23 - International Travel

• APM 45.12 - Sponsored Project Closeout and Recordkeeping Responsibilities
• APM 45.16 - Payment Management
• Preparing for Closeout
• Reporting and Monitoring

If you assist in the management of a sponsored project that falls under a Master Agreement or Memorandum of Understanding (MOU), email the OSP Post Award team to request a copy of the agreement or amendment(s).

• Partnering With Business & Industry

• APM 45.02 - Sponsored Projects Proposal Preparation and Authorization
• Preliminary Proposal Submission Guidelines (.docx)
• Submitting a Proposal
• Proposal Submission Process
• Preparing a Budget
• Budget Template — 5 Year (.xlsx)
• NIFA Rate Comparison Calculator (.xlsx)
• NSF 2 Month Rule Justification Template (.docx)
• NSF Biographical Sketch
• NSF Current and Pending Support
• Subrecipient Commitment Form (.pdf)
• Voluntary Cost Share Waiver's are requested through OSP's ticketing system.**
• F&A Waiver's are requested through OSP's ticketing system.**
• Cost Accounting Standards (CAS) Exception Form (.docx)

Minimum Pay Rate under Executive Order 14026

• 2024 Memo regarding EO 14026 (.pdf)
• 2024 Update - Does EO 14026 apply to my project? (.pdf)

• 2023 Memo regarding EO 14026 (.pdf)
• 2023 Does EO 14026 apply to my project? (.pdf)

**Please review the Quick Guide (.pdf) for additional instructions regarding OSP's ticketing system.

• APM 45.03 - Definitions for Grants, Contracts and Gifts
• APM 45.04 - Notice of Sponsored Projects and Establishment of Budgets
• What Happens When an Award is Approved?
• Additional Index request, are requested through OSP's ticketing system.**
• APM 45.05 - Early Set-up of Sponsored Project Budgets
  • Request an Early Setup by following the Early Setup Request Instructions (.pdf) and logging into VERAS
• Sub-budget Request Form (.pdf)
• APM 45.14 - Approvals for Post Award Changes to Sponsored Projects
• Prior Approval Process
• Managing Your Award
• Best Practices for Sponsored Projects
  • Best Practices Account Setup (.docx)
  • Account Setup Best Practices Checklist (.docx)
• PI Leaving-Retiring is requested through OSP's ticketing system.**
  • PI Leaving Spreadsheet (.xlsx)

  Note, the PI Leaving-Transfer request and all prior approvals must be submitted to agency sponsors at least 30 days prior to PI departure.

**Please review the Quick Guide (.pdf) for additional instructions regarding OSP's ticketing system.

• APM 45-13 - Program Income on Sponsored Projects
• Program Income on Sponsored Projects
  • Program Income PI DGA Instructions
  • Mock Program Income GRT

• APM 45.10 - Facilities and Administrative Rate
• Facilities and Administrative (F&A) Rates
• F&A Rate Definitions
• Fringe Benefits
• Travel/Per Diem Rates
• Tuition/Fees Rates

Effective January 23, 2023, Subawards and other services will now be requested through the University of Idaho ticketing system, rather than via email or a phone call to the Office of Sponsored Programs. Please review the Quick Guide for additional instructions. 

• APM 45.15 - Subawards and Subcontracts

• Office of Research and Economic Development (ORED) Entities & Initiatives

• VERAS Budget Preparation Guide (.pdf)
• VERAS Proposal Assistant User's Guide (.pdf)

• Council on Government Relations (COGR)

• eCFR (Electronic Code of Federal Regulations): Title 2 Subtitle A Chapter II Part 200

• Federal Demonstration Partnership

• National Aeronautics and Space Act (NASA)
• Grant Status
• NSPIRES — NASA Research Opportunities Online
• NASA Certification, Assurances, and Representations (Appendix A)
• NASA Grants Policy and Compliance
• NASA's Implementation of Title 2 CFR October 2024 Updates
• William M. (Mac) Thornberry National Defense Authorization Act

• Policy and Terms and Conditions
• Updates on NSF Priorities
• NSF Policy Office Webinar Series (2024)
• Research.gov
• Biographical Sketch
• Current and Pending Support
• Additional information from U of I OSP for Current and Pending or Other Support Disclosures

NSF — Foreign Affiliation/Support
Current or pending participation in, or applications to, programs sponsored by foreign governments, instrumentalities or entities, including foreign government-sponsored talent recruitment programs must be disclosed to the National Science Foundation at the time of proposal submission and during annual reports.

Any foreign affiliation or appointment would need be disclosed on the NSF Biosketch.  Foreign support or resources made available to an individual in support of and/or related to all of his/her research efforts (regardless of whether or not they have monetary value), need to be reported on the NSF Current and Pending Support form.

If any of the above information hasn’t been incorporated into applications or progress reports and should have been, the PI must contact OSP as soon as possible so that revised information can be submitted to NSF. A revision of the NSF Agency Specific Requirements which became effective on October 5, 2020 requires that this information be submitted to NSF by the institution’s Authorized Organizational Representative within 30 calendar days of the identification of the undisclosed support or contribution.

• NSF Safe and Inclusive off-site or off-campus research plan slides
• NSF Safe and Inclusive off-site or off-campus research plan template

Please note, per NSF PAPPG — May 20, 2024 Chapter VII.B.6., Postaward Additions of off-site or off-campus research If a recipient rebudgets funds to support off-campus or off-site research and a Plan for Safe and Inclusive Working Environments was developed for the original proposal, no further documentation is necessary. If a Plan for Safe and Inclusive Working Environments was not developed for that proposal, then the recipient must develop and maintain the plan in the organization’s records as described in Chapter II.E.9. If supplemental funding is requested to support off-site or off-campus research and the original proposal did not require a Plan for Safe and Inclusive Working Environments, then the recipient must develop and maintain the plan in the organization’s records as described in Chapter II.E.9.

• Term and Condition: Sexual Harassment, Other Forms of Harassment, or Sexual Assault
• NSF Pre-award and Post-award Disclosures Relating to the Biographical Sketch and Current and Pending Support
• NSF PAPPG 24-1 Changes MEMO March, 2024
  
• System Enhancements to Support the Revised PAPPG (NSF 24-1) 5.24.24

• Office of Naval Research (ONR)

• USDOC grants policies

• DoD Award Assistance
• DoD Academic Research Security 
• Other Support
  • FY22 (10/1/2021) General Application Guide: New Requirement: Certification Regarding Disclosure of Funding Sources. The proposing entity must comply with Section 223(a) of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021, which requires that the PI, Partnering PIs (if applicable) and all key personnel:
    • Certify that the current and pending support provided on the application is current, accurate and complete;
    • Agree to update such disclosure at the request of the agency prior to the award of support and at any subsequent time the agency determines appropriate during the term of the award; and
    • Have been made aware of the requirements under Section 223(a)(1) of this Act.

    False, fictitious or fraudulent statements or claims may result in criminal, civil or administrative penalties (U.S. Code, Title 218, Section 1001)

• For Proposals Submitted or Active Prior to 10/1/21: For all previous (award period of performance ending within the past 5 years); current; and pending (includes period of time awaiting funding status and/or period of time awaiting start date) research support; include the title, time commitments, supporting agency, name and address of the funding agency’s procuring Contracting/Grants Officer, performance period, level of funding, brief description of the project’s goals and list of the specific aims. If applicable, identify where the proposed project overlaps with other existing and pending research projects. Clearly state if there is no overlap.

List all positions and scientific appointments, both domestic and foreign, held by senior/key personnel that are relevant to an application, including affiliations with foreign entities or governments. This includes titled academic, professional or institutional appointments whether or not remuneration is received, and whether full-time, part-time or voluntary (including adjunct, visiting or honorary).

An updated previous, current and pending support document will be required if an award is recommended for funding.

• US Department of Energy (DOE)
• DOE PAMS
• Guidance and Forms
• Promoting Inclusive and Equitable Research plan (PIER plan)
• Research, Technology and Economic Security (DPIs, Research Security Training Requirements, Entity of Concern Prohibition, Prohibition on MFTRP, Certifications, etc.)

• eRACommons (NIH)
• NIH Grants and Funding
  • How to Apply — Application Guide (includes Form 'I' info)
  • Policy & Compliance
  • NIH Public Access Policy (effective 7/1/2025)
  • NOT-OD-25-110: Updated NIH Processes for No-Cost Extensions
•  NIH Other Support
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• NIH — Foreign Affiliation/Support

Current or pending participation in, or applications to, programs sponsored by foreign governments, instrumentalities or entities, including foreign government-sponsored talent recruitment programs must be disclosed to the National Institutes of Health at the time of proposal submission, the Just-In-Time Process and on annual research performance progress report (RPPR).

Any foreign affiliation or appointment would need be disclosed on the NIH Biosketch. Foreign support or resources made available to an individual in support of and/or related to all of his/her research efforts (regardless of whether or not they have monetary value), need to be reported on the NIH Other Support form, including supporting documentation, which includes copies of contracts/agreements specific to senior/key-personnel foreign appointments and/or employment with a foreign institution for all foreign activities and resources that are reported in Other Support. If the contracts/agreements are not in English, recipients must provide translated copies.

When a recipient organization discovers that a PI or other Senior/Key personnel on an active NIH grant failed to disclose Other Support information outside of Just-in-Time or the RPPR, as applicable, the recipient must submit updated Other Support to the Grants Management Specialist named in the Notice of Award as soon as it becomes known.

• Data Management and Sharing Policy
  • Data Management and Sharing Policy Information (.ppt)
  • Genomic Data Sharing Policy | Data Sharing
• DMPTool
• U of I Library Services — Data Management and Sharing Plans
• DHHS Grants Policies & Regulations | HHS.gov
• Updated DHHS Grants Policy Statement (effective 4/16/2025) (.pdf)
• HHS  FY 2025 HHS Contingency Staffing Plan | HHS.gov

• US Department of Homeland Security

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