Sponsored Projects Procedures

Determine Gift or Sponsored Project

Research, Sponsored Projects   |   Approved October 9, 2015


Determine whether funding received from an external source (the “donor”) is considered a gift or a sponsored project, for proper management of the funds.


Faculty and others who receive funds from a source external to the University of Maryland, Baltimore (UMB) for program support.


  1. Treat the funds as a sponsored project if one or more of the following characteristics apply:
    • The donor has sent funds to support a specific initiative and not for general support of a laboratory or program.
      • For example, specific aims, anticipated outcomes, methods or plans for services, training, or results to be delivered were described in the request to the donor.
    • The donor requires a program report as a condition of the receipt of funds, and not simply as a courtesy to the donor.
    • The donor has restrictions on how funds may be expended in support of a program.
      • For example, a condition that funds may not support salaries.
    • The donor requires a financial report.
  2. If the funds are considered to be a sponsored project based on one or more characteristics listed above, the funds will be managed using the procedures of Sponsored Programs Administration (SPA) and Sponsored Projects Accounting and Compliance (SPAC).
  3. If the funds are considered to be a gift, the funds will be managed through the UMB Foundation or the relevant School.
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