PI/Recipient: College/Dept: Date

ChecklistforDeterminingWhetherFundingisaGiftorSupportforaSponsoredProject

PI/Recipient: College/Dept: Date: _

Sponsor/Donor: ProjectTitle: Amount _

InstructionsforCompletingtheChecklist:

Individualsinvolvedin administeringgiftsof cashin theformof checksandwiretransfersaswellaspropertymustreceiveappropriatetraining.

Answeralleightquestionsin thechecklistbelow,andincludecommentswhenevernecessary.Tousethisform,reviewallthedocumentationassociated withthefundingforindicationsthatwillhelpyouto determinewhetherthefundingshouldbeconsideredsupportforasponsoredprojector a gift. Documentation may includesomeoralltheitemslistedbelow.

Checklist:

FUNDINGSOURCE:

1 / Is thefundingprovidedbytheU.S.Government,at thefederal,stateor locallevel?Comments: / If YES,thisis a SPONSOREDPROJECT.
2 / Is thefundingprovidedbyanindividual(notanorganization)?Comments: / If YES,thisis a GIFT.
IF NEITHEROFTHEABOVEARETRUE,CONSIDERTHEQUESTIONSBELOW / YES / NO / UNCERTAIN
3 / Is thisfunding to accomplisha specificStatementofWork(a commitmentto a specificprojectplan,asopposedto a generalfieldof studyor research area;thecommitmentdescribesa specificlineof scholarlyinquirysuchastestingof a hypothesis,experiments,a modelprojector a definedsetof deliverables)?
Comments:
4 / Is therea detailedlineitembudgetforwork(e.g.,commitmentof percentageof effort)?Comments:
5 / Doesthefundingagreementrequirereturnofanyunexpendedfundsattheendofa designatedperiod(i.e.,“Start”and“Stop”dates)?
Comments:
6 / Doesthefundingagreementrequiredetailedfinancialreportingbeyonda summaryreportof expenditures(i.e.lineitemdetail,percentagesofeffort)?
Comments:
7 / Doesthefundingagreementincludetermsandconditionsforthedispositionoftangibleproperty(i.e.equipment,records,technicalreports, theses,dissertationsorotherdeliverables)?
Comments:
8 / Doesthefundingagreementincludetermsandconditionsforthedispositionof intangibleproperty(i.e.intellectualproperty,rightsindata, copyrights)?
Comments:

Checkoneboxbelow,andprocessaccordingly.

SponsoredProject: If youanswer“Yes”to Question1, or if mostof the responsesfromquestions3– 8 are“Yes”,thisindicatesthatthefunding

isforasponsoredproject. CompleteaProposal Approval Form (PAF) and other required documents.

Gift:Ifyouanswer“Yes”toQuestion 2,orifmostoftheresponsesfromquestions3–8are“No”,thisindicatesthatthefundingisagift,completeaGiftTransmittalForm.

Uncertain:If youcannotdeterminewithcertainty,reviewwith theOfficeof SponsoredPrograms (OSP).If thefundingis determinedto be a gift,attacha signedcopyof thischecklistindicatingthefinaldetermination,and contact the Office of Advancement.

InitialDeterminationMadeby: Date:______

FinalDetermination: Gift SponsoredProject