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May 5, 2010
Specific statement of workDetailed financial accountability stated in
terms and conditions and may includeLine item budgetSpecific start / stop timeRequirement to return unexpended fundsRequirement for regular financial reportingSalary / Wages for faculty and/or students
including stipends
Disposition of properties stated in terms and conditionsTangible properties
EquipmentRecordsTechnical reportsTheses or dissertations
Intangible property rightsRights in dataCopyrightsInventions
Cost SharingCommitment of university resourcesContribution of tuition remission
No deliverables to the donorNo specified period of performanceNo formal fiscal accountability other than
summary reportNo F&A (indirect costs or overhead)
Review all documentation associated with the funding Statement of work or project descriptionProposal, letter of intent, or request for fundingBudgetAward letterAll correspondence
Complete the checklist for determining whether funding is support for a sponsored project or a gift
Government (federal, state or local level)Sponsored Project
IndividualGift
NeitherContinue down the checklist
Statement of work Commitment to a specific project plan, as
opposed to a general field of study or research areathe commitment describes a specific line of
scholarly inquiry such as testing of a hypothesis, experiments, model project, or defined set of deliverables
Detailed line-item budget for work Commitment of percentage of effort
Commitment of University resources Required cost share
Return of unexpended funds at end of designated period “Start” and “Stop” dates
Detailed financial reporting beyond summary report of expenditures Line-item detail, percentages of effort, required cost share
Terms and conditions for disposition of tangible propertyEquipment, records, technical reports, theses,
dissertations, or other deliverablesTerms and conditions for disposition of intangible
property Intellectual property, rights in data, copyrights
Office of Sponsored [email protected]://www.baylor.edu/research/osp
