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This page provides a convenient way for Division of Public Health employees to access needed Contracts Unit materials. Each "package" below contains the forms, instructions, and documents you need to begin and complete the various contracts submission processes. The forms have been modified from those found on the DHHS Center of Excellence website to include DPH specifications.
All forms required for submission from a package are indicated in the "Required" column by either a "Yes" or "No" value. In addition, any required form includes "(req)" in its file name. However, there may be other forms you want to include for your particular contract. Please refer to the checklist in each contract package for more detailed instructions.
For clarification or if you have questions, please contact the appropriate person from the Staff Directory.
To view the files listed below, the free viewers for Word and Excel may be helpful if you don't have Word and/or Excel installed on your machine.
[+] Expand/Open All Packages | [-] Close/Hide All Packages
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| AA Process Guide July 2017 | PDF, 1.5 MB | 08/23/17 | No |
| AA Template for FY18 | DOCX, 34 KB | 08/23/17 | Yes |
| AA Template for FY19 | DOCX, 32 KB | 08/23/17 | Yes |
| AA Guidelines (Aug. 2013) | PDF, 26 KB | 08/23/17 | No |
| ATC Expenditure Control Schedule for Calendar 2017 | PDF, 47 KB | 08/23/17 | No |
| Consolidated Agreement FY18 | PDF, 150 KB | 08/23/17 | No |
| Consolidated Agmt Amd #1 FY18 | PDF, 16 KB | 08/23/17 | No |
| Cover Memo for FY18 Agmts | PDF, 1.8 MB | 08/23/17 | No |
| Federal Award Supplement Form FY18 v1.2 | DOCX, 295 KB | 5/31/16 | Yes |
| Federal Award Supplement Form FY19 v1.2 | DOCX, 156 KB | 08/23/17 | Yes |
| LHD Legal Names for FY18 Agmts | DOCX, 23 KB | 08/23/17 | No |
| Omni Circular Rollout for FY17 Agreement Addenda | DOCX, 30 KB | 12/01/15 | No |
| Quality Assurance Checklist | DOCX, 25 KB | 08/22/14 | Yes |
| Timeline for Initial Distribution FY19 | PDF, 174 KB | 08/23/17 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Contract Budget and Narrative Requirements | DOC, 25 KB | 12/14/06 | Yes |
| Contract Justification Memorandum Grant | DOC, 164 KB | 10/29/10 | Yes |
| Contract Justification Memorandum Guidelines | DOC, 75 KB | 01/27/11 | No |
| Contract Profile Sheet | DOC, 65 KB | 10/05/09 | Yes |
| Indirect Costs | DOC, 31 KB | 01/28/03 | No |
| Performance Criteria Checklist | DOC, 32 KB | 07/01/05 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Contract Amendment Profile Sheet | DOC, 55 KB | 10/05/09 | Yes |
| Contract Budget and Narrative Requirements | DOC, 25 KB | 12/14/06 | Yes |
| Justification Memorandum Amendment (HT -- Please see note in red above.) | DOC, 99 KB | 12/08/10 | Yes |
| Justification Memorandum Amendment Guidelines | DOC, 46 KB | 01/27/11 | No |
| Three Column Budget | XLS, 31 KB | 03/07/12 | Yes |
Intra-Departmental Memorandum Of Agreement (IMOA)
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Contract Justification Memorandum Grant | DOC, 164 KB | 10/29/10 | Yes |
| Contract Justification Memorandum Guidelines | DOC, 75 KB | 01/27/11 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Contract Justification Memorandum Grant | DOC, 164 KB | 10/29/10 | Yes |
| Contract Justification Memorandum Guidelines | DOC, 75 KB | 01/27/11 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| 101 Contracts Training Basics for Beginners Fall 2015 | PDF, 489 KB | 10/16/15 | No |
| 101 Resource Packet October 2010 | DOC, 386 KB | 10/01/13 | No |
| Budget Workshop Fall 2013 (at the prompt open as a read-only file) | PPT, 630 KB | 12/13/13 | No |
| Questions and Answers from 101 Contracts Training October 2010 | DOC, 36 KB | 11/05/10 | No |
| Questions and Answers from October 2008 Training Sessions | DOC, 45 KB | 12/17/08 | No |
UNC Fringe Benefits and Resources
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| DHHS Approved UNC Fringe Benefits FY 15/16 | XLS, 56 KB | 09/30/15 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Budget Realignment | XLS, 35 KB | 04/01/10 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Cash Advance | DOC, 125 KB | 01/24/17 | Yes |
| Cash Advance Request | DOC, 112 KB | 03/03/17 | Yes |
| Cash Advance Request Requirements | DOC, 27 KB | 01/10/01 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Change Request Memo | DOC, 142 KB | 03/03/17 | Yes |
| Change Request Procedure | DOC, 24 KB | 03/31/15 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Contract Fringe Benefit Rates and Sole Source Contracts Memo | PDF, 142 KB | 08/20/10 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
OSC HR/Payroll Dual Employment Agreement  |
N/A | Yes |
EXPENDITURE REPORTS - CURRENT AND LATE
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| ARRA Contract Expenditure Report | XLS, 42 KB | 09/25/09 | Yes |
| Contract Expenditure Report | XLS, 39 KB | 10/10/08 | Yes |
| H1N1 Contract Expenditure Report | XLS, 42 KB | 09/16/09 | Yes |
| Late Contract CER Payment Request | DOC, 116 KB | 10/18/17 | No |
OMNI CIRCULAR AND INDIRECT COST
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| DPH FA Indirect Cost Rate Worksheet | DOCX, 23 KB | 10/10/16 | Yes |
| Federal Funds IDC Decision Tree | DOCX, 53 KB | 10/10/16 | No |
| State Funds IDC Decision Tree | DOCX, 40 KB | 10/10/16 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| CAF | DOC, 28 KB | 04/27/16 | Yes |
| Federal Award Worksheets for FA Contracts | DOC, 60 KB | 08/26/15 | No |
| Federal Award Worksheets for POS Contracts | DOC, 50 KB | 08/26/15 | No |
| How to Fill Out the Open Window Budget Form | DOC, 327 KB | 07/27/17 | No |
| Open Window Audit Determination (FA/POS) Form | XLSX, 14 KB | 10/10/16 | No |
| Open Window Budget Worksheet | XLS, 1,007 KB | 10/18/16 | No |
| Open Window Contract Entry Guide | PDF, 8 MB | 08/23/12 | No |
| Open Window Justification Worksheet | DOC, 102 KB | 10/23/12 | No |
| Open Window IT Questionnaire | DOCX, 35 KB | 10/10/16 | No |
| Open Window Measures Worksheet | DOC, 46 KB | 12/05/14 | No |
| Open Window Writing Style Guide | PDF, 46 KB | 07/11/11 | No |
| Scope of Work | DOC, 33 KB | 12/10/14 | No |
| Three Column Budget | XLS, 31 KB | 03/07/12 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Employment Relationship Questionnaire | DOC, 140 KB | 10/05/09 | Yes |
| Contract Justification Memorandum Grant | DOC, 164 KB | 10/29/10 | Yes |
| Contract Justification Memorandum Guidelines | DOC, 75 KB | 01/27/11 | No |
| PSC Attachments | DOC, 32 KB | 10/05/09 | Yes |
| PSC Checklist | DOC, 28 KB | 10/24/08 | Yes |
| PSC Policy | DOC, 28 KB | 06/10/09 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| IT Checklist Detail and Summary | DOC, 86 KB | 10/28/08 | Yes |
| IT Checklist Detail and Summary Instructions | DOC, 35 KB | 11/02/04 | No |
| Notice of Funding Availability Reporting Form | DOC, 84 KB | 10/29/10 | Yes |
| RFA Approval Form | DOC, 40 KB | 07/07/09 | Yes |
| RFA Approval Form Instructions | DOC, 41 KB | 10/29/10 | No |
| RFA Checklist | DOC, 27 KB | 09/09/08 | Yes |
| RFA Justification Memorandum | DOC, 60 KB | 10/29/10 | Yes |
| RFA Awards Template | DOC, 49 KB | 08/22/14 | Yes |
| RFA Template | DOC, 340 KB | 10/18/16 | Yes |
| RFA Questions and Answers Template | DOC, 34 KB | 10/29/10 | Yes |
REQUEST FOR APPLICATIONS AGREEMENT ADDENDA
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| RFA Agreement Addenda are under review. |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Contract Justification Memorandum Grant | DOC, 164 KB | 10/29/10 | Yes |
| Contract Justification Memorandum Guidelines | DOC, 75 KB | 01/27/11 | No |
| IT Checklist Detail and Summary | DOC, 86 KB | 10/28/08 | Yes |
| IT Checklist Detail and Summary Instructions | DOC, 35 KB | 11/02/04 | No |
| RFP Approval Form | DOC, 102 KB | 07/07/09 | Yes |
| RFP Approval Form Instructions | DOC, 51 KB | 07/07/09 | No |
| RFP Checklist | DOC, 24 KB | 02/21/06 | Yes |
| RFP Outline | DOC, 25 KB | 12/13/04 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| AA Training FY19 Basic Course Slides | PDF, 1.5 MB | 08/23/17 | No |
| AA Training FY19 Refresher Course Slides | PDF, 1.4 MB | 08/23/17 | No |
| AA Training - AA Supplement Training Nov. 2016 | PDF, 747 KB | 11/16/16 | No |
| Sample of Budgetary Estimate | PDF, 240 KB | 07/14/15 | No |
| Sample of Funding Authorization | PDF, 88 KB | 07/14/15 | No |
| AA Training Q&A FY18 | PDF, 140 KB | 08/23/17 | No |
| AA Training Q&A FY19 | PDF, 121 KB | 08/23/17 | No |
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| Acronym List | DOC, 56 KB | 12/11/14 | No |
| Budget Workshop Fall 2016 | PDF, 189 KB | 10/18/16 | No |
| Contracts 101 Training Basics for Beginners | PDF, 629 KB | 02/09/17 | No |
| Contracts Refresher Training | PDF, 415 KB | 11/18/16 | No |
| Scope of Work and Performance Measures Training Workshop Fall 2014 (at the prompt open as a read-only file) | PDF, 685 KB | 12/09/14 | No |
| Scope of Work Training Appendix Handout Fall 2014 | DOC, 220 KB | 12/09/14 | No |
UNC FRINGE BENEFITS & RESOURCES
| Form Name | Format, Size | Last Modified | Required |
|---|---|---|---|
| DHHS Approved UNC Fringe Benefits FY 16/17 | XLS, 55 KB | 11/21/16 | No |
| UNC NC DHHS IDC Chart | PDF, 18 KB | 10/10/16 | No |
| UNC System Master Agreement 2015 | PDF, 5 MB | 10/10/16 | No |
Updated: October 18, 2017