For Grantees

The following documents relate to the grant agreement between LSDF and grantees and the requirements of grantees under that agreement including: budget policies; collaboration/intellectual property agreements; milestones and timelines; reimbursement requests; and financial, progress, and invention reporting.

Award Documents

Provided to assist in the understanding and construction of the LSDF grant agreement.

• Grant Agreement
  This grant agreement template informs grantees, potential applicants and the general public of the standard terms and conditions under which grantees receive LSDF funding. Two template versions are included, one for grantee organizations that are state agencies and one for those that are not.
  
  Specific details regarding the grantee organization and the grantee's project or program are included in the final grant agreements negotiated with the grantee organizations.
  • LSDF Sample Grant Agreement (for Project and Commercialization Awards) - Revised 7/8/2011
    • Washington state/government entity
    • Non-state entity
       
  • LSDF Sample Grant Agreement (for Program Awards) - Revised 7/8/2011
    • Washington state/government entity
    • Non-state entity

• Grant Budget Policy
  LSDF policies to ensure responsible stewardship of funds.
  • Grant Budget Policy - Revised 7/8/2011


• Sample Intellectual Property Agreement
  Research and development activities between the grantee and subcontracting or collaborating organizations must be supported by an agreement that, at a minimum, makes explicit provision for the disposition of intellectual property rights among the organizations. If the grantee does not have a standard form for this type of agreement, the attached example can serve as an appropriate agreement for this purpose.
  • Intellectual Property Agreement - Revised 7/8/2011


• Milestones and Timelines Construction
  Grantees are required to provide milestones, and the timeline for their achievement, with their grant agreement, and this document suggests an acceptable format and style.
  • Milestones and Timelines

Budget/Fiscal Documents and Procedures

Provided to assist grantees in understanding the management of LSDF grant budgets.

• Reimbursement Requests/Invoice Submission
  Grantees are required to submit invoices electronically to LSDF for reimbursement of grant costs.
  • Guidelines/Instructions
  • Online invoice submission


• Budget Revisions, Unexpended Funds, Extension, Surplus and Supplement Requests 
  Grantees are required to obtain pre-approval for budget revisions, expenditure of unexpended funds within a budget year, no-cost extensions, expenditure of surpluses remaining at the end of the grant, and requests for supplemental funds.
  • Guidelines/Instructions - Revised 7/8/2011
  • LSDF Detailed Budget Form - Revised 12/28/2011
     
• Annual Financial Report (AFR)
  Grantees must submit AFRs to summarize annual expenditures of LSDF funds.
  • Guidelines/Instructions
  • Sample AFR

Online Tools

Provided to assist grantees in understanding LSDF's requirements for submission of progress and invention reports.

• Semi-Annual Progress Report
  Progress reports are due every six months of the grant term and are submitted online.
  • Sample progress report
  • Online progress reporting site


• Invention Report
  When an invention is made under LSDF funding, grantee's technology transfer office or equivalent must submit an invention report to LSDF and provide updates every six months.
  • Online invention reporting site