Guide for Principal Investigators

Contents:

:: Introduction

:: Sponsored Projects at UNM

What is a Sponsor?
What is a Sponsored Project?
Signature Authority
Types of Agreements
Standard Format Contracts
Donations and Charitable Contributions/Gifts

:: Planning and General Procedures

:: Pre-Proposal Development Process

Identification of Agency's Needs
The PI's Qualifications and Project Requirements
Budget Requirements
Literature Review
Consultation with Colleagues
Regulatory Review

:: Role of OVPR

:: Electronic Research Administration

:: Types of Proposals

:: Proposal Format

:: Budget Categories

Personnel
Salary: Faculty
Salary: Staff
Salary: Students
Salary: Postdoctoral Fellows
Fringe Benefits
Materials and Services
Travel: Domestic and Foreign

Equipment
Consultants/Independent Contractors

Consultants: Determined to be UNM Employees
Honorarium

Student Costs
Participant Costs

Patient Care Costs

Tuition
Space Rent

Subawards
Facilities and Administrative Costs (F&A)

:: Other Issues

Program Income
Unrelated Business Income Tax (UBIT)
Foreign Nationals
Industrial Security and Export Control
Effort Certifications

:: Approvals

Cost Sharing or Matching
Space Allocation Committee
Human Subjects
Laboratory Animals
Recombinant DNA Molecules
Select Agents
Other Biohazardous Agents
Hazardous Chemicals
Other

:: Main and Branch Campuses Proposal Data Sheet

:: HSC Proposal Data Sheet

:: Conflicts of Interest in Research

:: Timing of Proposal Submission

:: Lifecycle of a Proposal

:: Role of the Principal Investigator

:: Role of the Pre-Award Offices/Sponsored Projects Services

:: Role of the Department/Unit

:: Post-Award Functions

:: Role of Post-Award Office

:: Role of Internal Audit

:: Role of External Audits, Reviews, Site Visits, or Investigations

:: Awards

Pre-Award Costs

:: Budget Modifications

Extensions
Other Changes
Record Retention

:: Transfer of Principal Investigator to Another Institution

:: Transfer of Sponsored Projects

:: Transfer of Equipment Purchased with Expired Awards

:: Transfer of Project to Another Principal Investigator

:: Internal Transfer of Principal Investigator between Colleges/Schools/Centers

:: Transfer of Principal Investigator from Another Institution

:: Proposal Submittal Checklist-Main Campus and Branch Campuses

:: HSC Grant Proposal Checklist

:: Acronyms

:: References/Forms

:: Frequently Required Information

Main Campus and Branch Campuses
Health Sciences Center

:: Office Contact Information

:: UNM Account Codes