Research & Sponsored Programs
UW-Madison Graduate School
 Home | Staff Directory | Frequently Needed Data | Database Queries | FAQ | Table of Contents | About RSP
 Funding & Proposals | Routing & Approval | Award Management | Closeout & Audit | Compliance | Forms | Policies | Rates | Training | Links
 
Setting Up A Subagreement To An Outside Entity


In order to establish a subagreement relationship funding a third party under UW funds 133 or 144, please provide the following to RSP:

  1. An external requisition, made out to the organization/individual who will be assisting in accomplishing the scope of work of the award. The requisition should be routed through the appropriate departmental and dean’s offices for review and signature.
    • The requisition should use class code 3221 for the first $25,000 of the total being sent to the subagrantee. If the budget is over $25,000, the remainder should be coded to class code 3228.
    • The requisition should show the period of performance for the subgrantee:
  2. The name of the key person(s) at the other institution.
  3. A scope of work that provides a clear explanation of what the subgrantee will be doing to assist in the accomplishment of the research.
  4. A line-item budget, in the amount of the requisition total.
  5. The name, address, phone number and email address of a person at the other institution who will handle getting the subagreement signed and returned to RSP.
  6. Any special terms/conditions or reporting requirements needed/requested by PI.

For Amendments to existing subagreements:

  1. Make sure to create an add-on requisition, using the original requisition number.
  2. Use appropriate class code (3221 or 3228), depending on dollar amount. See above.
  3. Indicate the change in period of performance to show the new end date.
  4. Attach new budget.
  5. Attach new scope of work if applicable, and also any other changes to the original agreement.