All ORA Forms

Form Description Date Revised

Accounting Systems

 

 

Advance Account download pdf In the absence of an award letter, an account may be opened or extended under guarantee. 07-26-17
Close Out Form download pdf Please fill out  the Close Out Form when your acccount has ended. 09-19-16
Costing Allocation Template download excel file The Costing Allocation Template was created to assist you with calculating salary caps for grants as well as mid period allocations in Workday. Please click on instructions to learn how to use the template. 04-20-17
DS-2019 Applicant Review Form (Export-F-006) donwload pdf ORA’s Export Control Compliance office document number: EXPORT-F-006 is required for all foreign persons being sponsored under a DS-2019 application. 04-04-17
End-User Disclosure (EXPORT-F-003) download pdf

The purpose of this form is to identify individuals who are assigned to projects that contain confidential, proprietary, export controlled, or other sensitive items. This form will also be used to identify individuals, primarily foreign persons, who will be using export controlled technology.

01-12-16
Export Classification Disclosure Form EXPORT-F-002 download pdf

This form should be filled out by the vendor/manufacturer of the item(s) being procured, please supply the export classification as it pertains to the appropriate regulation (EAR/ITAR) of each item on the invoice.

11-18-15
Export Control Recordkeeping Form - EXPORT-F-010 download pdf

One of the greatest risks of “inadvertent violations of export laws and regulations” occurs during informal technical exchanges with Foreign Persons. UM’s Export Control Recordkeeping Form will serve to “heighten UM employees’” awareness that such communications and meetings are risk areas for potential export violations.

04-21-17
FDP Subrecipient Pilot Form download pdf The FDP Subrecipient Pilot Form must be used if the subrecipient is listed in the FDP Pilot on the FDP Expanded Clearinghouse page. 04-05-16
General Purpose Request Form download pdf Please use this form to justify the general purpose costs that were not anticipated on a proposal. General purpose costs are not allowable except for special circumstances. 03-01-13
I-129 Export Control Attestation Form – EXPORT-F-001 (PDF) download pdf

The University of Miami (UM) requires all departments wishing to sponsor a foreign national on one of the four visa types noted to complete this form. This form is required for both new and renewal applications.

07-07-16
InfoEd

 

Internal Prior Approval Request Form (IPAR) download pdf The IPAR form can be used to request internal prior approval for Federal and Federal Pass-Through awards for a variety of actions including pre-award costs up to 90 days, end date extensions, equipment acquisition not included in original budget, rebudgeting, among others. 03-01-13
Jackson Work Order Request Form Complete this form and attach supporting documentation for each request. Once the information is received at mra@med.miami.edu, the creation of subaward/work order can begin. 08-01-17
License Exception BAG Form – EXPORT-F-008 download pdf Please use this form for the temporary export of personally owned devices. 04-04-17
License Exception TMP Form – EXPORT-F-005 download pdf Please use this form for the temporary export of tools of trade. 04-04-17
Memorandum of Understanding A Memorandum of Understanding (MOU) is an agreement between two or more parties planning to create a cooperative research and/or educational partnership.
NIH eRA Commons Account Request
NSF FastLane Access Request 
Outbound Subaward Jackson Work Order Request Form Complete this form and attach supporting documentation for each request. Once the information is received at mra@med.miami.edu, the creation of subaward/work order can begin. 08-01-17
PAA Worksheets download excel file
PCRF-L download pdf The PCRF-L is used for all new, compete and supplemental proposals/applications, as well as all contracts/agreements involving new money and/or monetary increases (no matter how small the value) where sponsored funding will be received by UM. Please view the Decision Matrix and PCRF-L Instructions for additional assistance. 08-01-17
PCRF-S  donwload pdf The PCRF-S is used for (a) non-financial sponsored-related agreements, (b) changes to existing sponsored-related agreements and (c) submission of
Sponsor-required progress reports). Supplemental Funding is processed through a PCRF-L. Please view the Decision Matrix and PCRF-S Instructions for additional assistance.
08-01-17
Research Reporting System Access Request download pdf Please fill out this form to obtain access to the Research Reporting System (RRS).
Restricted Party Screening Form EXPORT-F-009 download pdf

This form is to be used for persons and entities who are not captured under other UM processes, such as DS-2019, I-129, and vendor applications.

07-07-16
Retroactive Transfer Non-Salary Charges (FORM FA-11) download pdf

This form is used for all non-personnel transfers to or from a sponsored account. Please complete and attach a Batch Control Form to the completed FA-11.

03-01-16
Subrecipient Commitment Form download pdf The Subrecipient Commitment Form must be submitted with grant applications that include subawardees/subcontractors to the Office of Research Administration (ORA). ORA will not issue subawards/subcontracts without the completed Subrecipient Commitment Form. 01-19-17
Technology Control Plan Form (TCP)– EXPORT-F-004 download pdf

The purpose of a Technology Control Plan (TCP) is to outline the characteristics of the project and to define the controls necessary to ensure that the transfer of  identified items to visitors, employees, and students during the  performance of research activities or other University endeavors occurs  in an authorized and approved manner.

11-09-16