FDP Non-Defense Agencies
The University of Wisconsin-Madison
Federal Demonstration Partnership
General Terms & Conditions
And/or
Agency Specific Requirements for Non-Defense Agencies
NSF, NIH, DOE, USDA, EPA
This page is no longer current but is maintained for historical purposes. Please refer to the notice of award or agreement in WISER for terms and conditions governing your sponsored project.
FDP General Terms & Conditions
OMB Circulars: references in the FDP Terms and Conditions
Agency Specific Conditions: FDP Terms do not apply to NSF cooperative agreements and fellowship awards.
| Agency | Type of Expenditures/Action | Requirements | How to Accomplish |
| NSF | Pre-Award Costs (up to 90 days) | Requires University prior approval | Use WISPER to request Projects in Advance of Award |
| No-Cost Time Extension | Requires University prior approval | Must be submitted through FastLane "Notifications and Requests"
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| Carryover of Unobligated Funds | No prior approval necessary | Automatic carryover from one funding period to the next within a project period; action initiated by RSP | |
| Change in Scope or Objectives | NSF must give prior approval | Must be submitted through FastLane "Notifications and Requests" | |
| Long-term Absence (greater than 3 months) or Change of PI | NSF must give prior approval | Must be submitted through "FastLane "Notifications and Requests" | |
| Relatedness of 2 or more projects | Awarding agency must give prior approval; under no circumstances will NSF be identified as the lead agency | Letter to the lead agency (majority funding) from PI requesting that two or more projects be determined to be related; signatures of PI and RSP | |
| Foreign Travel | No prior approval necessary | See foreign air travel regulations for federal projects | |
| Subcontracting | No prior approval necessary | Must be submitted through FastLane "Notifications and Requests" | |
| Equipment | No prior approval necessary | Must fit the definition of "equipment" | |
| Rebudgeting | No prior approval necessary unless for reallocation of participant or trainee support or unless the rebudget represents a change in scope | Prior approval for participant or trained support submitted through FastLane "Notifications and Requests" |
National Institutes of Health applies FDP terms and conditions to Program Project award (P01), Research Career awards (Ks), Minority High School Student Research Apprentice Program awards (SO3) and all Research Project grants (Rs) except Phase I Small Business Innovation research (R43) and Small Business Technology Transfer (R41) awards. FDP terms do not apply to T32 training grants.
| Agency | Type of Expenditures/Action | Requirements | How to Accomplish |
| NIH | Pre-Award Costs (up to 90 days) | Requires University prior approval | Use Form 88-1 "Request for Account Number in Advance of Award" |
| No-Cost Time Extension | Requires University prior approval | See No-Cost Extension Guideliens | |
| Carryover of Unobligated Funds | No prior approval necessary. However, non-modular balances that exceed 25% of total award require explanation of why funds were not used | Automatic carryover from one funding period to the next within a project period; action initiated by RSP. Automatic carryover also allowed between project periods (competitive segments) of grants | |
| Change in Scope or Objectives | NIH must give prior approval | Letter to NIH Program Officer initiated by PI with signatures of PI and RSP | |
| Absence or Change of PI | NIH must give prior approval | Letter to NIH Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Relatedness of 2 or more projects | NIH must give prior approval | Letter to the lead agency (majority funding) from PI requesting that two or more projects be determined to be related; signatures of PI and RSP | |
| Foreign Travel | No prior approval necessary | See foreign air travel regulations for federal projects | |
| Subcontracting | No prior approval necessary | UW subcontracting policies must be followed | |
| Equipment | No prior approval necessary | Must fit the definition of "equipment" | |
| Rebudgeting | No prior approval necessary unless project will incur patient care costs not previously approved by NIH or unless the rebudget represents a change in scope | ||
| Alterations and Renovations | NIH must give prior approval if cost exceeds $300,000 | Letter to NIH Program Office initiated by PI with signatures of PI, Chair and RSP |
Department of Energy FDP terms and conditions are applicable to research and research-related grants. FDP terms do not apply to cooperative agreements, contracts or any other kind of transaction.
| Agency | Type of Expenditures/Action | Requirements | How to Accomplish |
| DOE | Pre-Award Costs (up to 90 days) | Requires University prior approval | Use WISPER to request Projects in Advance of Award |
| No-Cost Time Extension | Requires University prior approval | See No-Cost Extension Guideliens | |
| Carryover of Unobligated Funds | No prior approval necessary unless the funds obligated are restricted year funds, (e.g. one year money) | Automatic carryover from one funding period to the next within a project period; action initiated by RSP. Automatic carryover also allowed between project periods (competitive segments) of grants | |
| Change in Scope or Objectives | DOE must give prior approval | Letter to DOE Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Absence or Change of PI | DOE must give prior approval | Letter to DOE Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Relatedness of 2 or more projects | DOE must give prior approval | Letter to the lead agency (majority funding) from PI requesting that two or more projects be determined to be related; signatures of PI and RSP | |
| Foreign Travel | No prior approval necessary | See foreign air travel regulations for federal projects | |
| Subcontracting | No prior approval necessary unless the subaward is more than 24% of the total dollars of the award | UW subcontracting policies must be followed. If subaward is more than 25% of total award dollars, letter to DOE Program Officer initiated by PI with signatures of PI and RSP | |
| Equipment | No prior approval necessary | Must fit the definition of "equipment" | |
| Rebudgeting | No prior approval necessary unless the rebudget represents a change in scope | ||
| Alterations and Renovations | DOE must give prior approval if cost exceeds $300,000 | Letter to DOE Program Office initiated by PI with signatures of PI, Chair and RSP |
U.S. Department of Agriculture FDP conditions apply to all research and research-related grants. FDP conditions do not apply to building and facilities awards or cooperative agreements.
| Agency | Type of Expenditures/Action | Requirements | How to Accomplish |
| USDA | Pre-Award Costs (up to 90 days) | Requires University prior approval | Use WISPER to request Projects in Advance of Award |
| No-Cost Time Extension | Requires University prior approval | See No-Cost Extension Guideliens | |
| Carryover of Unobligated Funds | No prior approval necessary unless the funds obligated are restricted year funds, (e.g. one year money) | Automatic carryover from one funding period to the next within a project period; action initiated by RSP, automatic carryover also allowed between project periods (competitive segments) of grants | |
| Change in Scope or Objectives | USDA must give prior approval | Letter to USDA Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Absence or Change of PI | USDA must give prior approval | Letter to USDA Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Relatedness of 2 or more projects | USDA must give prior approval | Letter to the lead agency (majority funding) from PI requesting that two or more projects be determined to be related; signatures of PI and RSP | |
| Foreign Travel | No prior approval necessary | See foreign air travel regulations for federal projects | |
| Subcontracting | No more than 50% of total dollars of the award may be subcontracted without prior written approval of the ADO. No subcontracts to a Federal agency without prior approval | Letter to Authorized Departmental Office (ADO) from PI signed by PI and RSP | |
| Equipment | No prior approval necessary | Must fit the definition of "equipment" | |
| Indirect Costs | When indirect costs are liimited, the indirect costs allowable will be the lessor of 1) the federally negotiated rate, or 2) the limit identified int he USDA statutory language | Contact your dean's office for help | |
| Tuition Remission | Unallowable for certain types of awards | Check award type | |
| Rebudgeting | No prior approval necessary unless the rebudget represents a change in scope |
Environmental Protection Agency FDP terms and conditions do not apply to contracts.
| Agency | Type of Expenditures/Action | Requirements | How to Accomplish |
| EPA | Pre-Award Costs (up to 90 days) | Requires University prior approval | Use WISPER to request Projects in Advance of Award |
| No-Cost Time Extension | Requires University prior approval | See No-Cost Extension Guideliens | |
| Carryover of Unobligated Funds | No prior approval necessary | Automatic carryover from one funding period to the next within a project period; action initiated by RSP, automatic carryover also allowed between project periods (competitive segments) of grants | |
| Change in Scope or Objectives | EPA must give prior approval | Letter to EPA Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Absence or Change of PI | EPA must give prior approval | Letter to EPA Program Officer initiated by PI with signatures of PI, Chair and RSP | |
| Relatedness of 2 or more projects | EPA must give prior approval | Letter to the lead agency (majority funding) from PI requesting that two or more projects be determined to be related; signatures of PI and RSP | |
| Foreign Travel | EPA prior approval necessary | Letter to EPA from PI requesting approval for foreign travel signed by PI and RSP | |
| Subcontracting | No prior approval necessary | UW subcontracting policies must be followed | |
| Equipment | No prior approval necessary | Must fit the definition of "equipment" | |
| Rebudgeting | No prior approval necessary unless the rebudget represents a change in scope |