(Recognized U Foundation) | (Sponsored Project Administration) | (Department or Central Administration) | |
| Definition | A transfer of money or property (i.e., equipment, land, etc.) made to the U via a recognized University foundation by an individual, group, business, or foundation NOT resulting in direct economic benefit or other tangible compenstation (i.e., goods or services) to the donor. | Externally funded activity that is governed by specific and restrictive terms and conditions. Sponsored activities have seperate budgets and accounts for fiscal and technical reporting pursuant to terms of the sponsor. Sponsored activity categories include research, training, and public service. | An exchange by the University of tangible or intangible property or service for monetary consideration with external customers. Excludes SPA sales related to technology transfer, license, and trademark agreements. |
| Instrument typically used to communicate intent or provide funding. | Letter or gift agreement. | Grant award notice, contract, or cooperative agreement supplied by sponsor. | Sales document, letter of agreement, standard University contract, or customer generated contract. |
| Indicators | |||
| Donor intends to take charitable deduction. | |||
| Results of work have no commercial value to donor. | |||
| Initiative for the project comes from the recipient. | |||
| Acknowledgment of receipt is the only external reporting requirement. | |||
| Specific scope is general or agreed on by donor and recipient. Funding broad area (i.e., scholarship, departmental research, building). Recipient has an active role in how money is spent. Reports back to donor are general. A time frame may be indicated in some situations. | |||
| Individual or departmental reserach being funded is general: basic, fundamental or scientific research, not separately budgeted and accounted for. | |||
| Sponsored research being funded is specific: basic, fundamental, scientific or applied research that is separately budgeted and accounted for. | |||
| Specific scope of program workplan designed by sponsor. Time framed specified. Detailed restrictions on expenditures. Limited budget flexibility. | |||
| Technical progress reports or detailed financial reports required. | |||
| Unused funds may be returned to sponsor. | |||
| Document includes the following terminology: cost sharing, budget line item, intellectual property overhead negotiations, period of performance, publication rights. | |||
| Scope of workplan includes the following references: human subjects, biohazards, radiological hazards, recombiant DNA. | |||
| Tangible benefit is received by the sponsor or customer. Agreement is binding. Recipient may incur penalties for failure to meet agreement. Sponsor or customer hopes to gain direct economic benefit. | |||
| Access to results of work may be restricted. | |||
| Sponsor wishes to own the results of data from activities conducted. | |||
| Government agency or quasi-governement agency funds activity. | |||
| Product or service delivered without detailed reporting. | |||
| University structures workplan for activity and determines all necessary expenditures. | |||
| University bears risk of profit or loss on services rendered or properties sold. |