Skip all navigation Skip to page navigation

DHHS Home | A-Z Site Map | Divisions | About Us | Contacts | En Español

 
NC Department of Health and Human Services
NC Division of Public Health
N.C. Public Health Home
 
 

Contract Forms

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.

PLEASE NOTE: Items marked with "(HT)" have instructions included as "Hidden text" to assist users with developing appropriate responses. Hidden text can be viewed by depressing the "Show/Hide" -- "¶" -- button on the "Standard" MS Word toolbar. Hidden text will appear in red, underscored with a broken line, and will only be visible on the document while viewing it on the monitor -- unless you have the option enabled to print hidden text. (To disable the option which allows hidden text to print, in MS Word go to Tools/Options/Print and un-check “Hidden text”.) Remember, since the hidden text will not appear in print, please include a form of the questions in red in your response.

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.

Forms


[+] Expand/Open All Packages | [-] Close/Hide All Packages

AGREEMENT ADDENDUM

Form Name Format, Size Last Modified Required
Agreement Addendum Template Fiscal Year 2011-2012 DOC, 71 KB 09/10/11 Yes
Agreement Addendum Template Fiscal Year 2012-2013 DOC, 67 KB 09/26/11 Yes
Agreement Addendum Guidelines DOC, 70 KB 09/09/09 No
ARRA Funds Provisions DOC, 56 KB DPH rev. 06/15/10 Yes (if ARRA funds)
CA-AA-BE Timeline Chart DOC, 37 KB 09/09/09 No
Consolidated Agreement, Agreement Addendum, Budgetary Estimate, and Funding Authorization Processing Procedures PDF, 210 KB 09/10/10 No
Consolidated Agreement Fiscal Year 2012-2013 PDF, 194 KB 01/10/12 No
Consolidated Agreement Fiscal Year 2011-2012 PDF, 350KB 02/15/11 No
LHD Legal Names List DOC, 65 KB 09/10/10 No
Quality Assurance Checklist DOC, 47 KB 09/10/10 Yes

BUDGET REALIGNMENT FORM

Form Name Format, Size Last Modified Required
Budget Realignment XLS, 35 KB 04/01/10 No

CASH ADVANCE

Form Name Format, Size Last Modified Required
Cash Advance DOC, 36 KB 02/02/12 Yes
Cash Advance Request DOC, 79 KB 02/08/12 Yes
Cash Advance Request Requirements DOC, 27 KB 01/10/01 No

CHANGE REQUEST

Form Name Format, Size Last Modified Required
Change Request Memo DOC, 230 KB 02/02/12 Yes
Change Request Procedure DOC, 49 KB 11/30/10 No

CONTRACT

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

CONTRACT AMENDMENT

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

DIRECT PAY REQUEST

Form Name Format, Size Last Modified Required
Forms are currently under review - 09/14/10.      

DIRECTIVES

Form Name Format, Size Last Modified Required
Contract Fringe Benefit Rates and Sole Source Contracts Memo PDF, 142 KB 08/20/10 No
Reimbursement of Indirect Costs PDF, 23 KB 11/30/07 No

DUAL EMPLOYMENT

Form Name Format, Size Last Modified Required
OSC HR/Payroll Dual Employment Agreement external link XLS, 25 KB 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, 82 KB 02/02/12 No

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
Intra-Departmental Memorandum of Agreement Template DOC, 34 KB 02/02/12 Yes

MEMORANDUM OF AGREEMENT (MOA)

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
MOA Template DOC, 35 KB 02/02/12 Yes
MOA Checklist DOC, 25 KB 11/30/05 Yes

OPEN WINDOW WORKSHEETS

Form Name Format, Size Last Modified Required
Open Window Amendment Justification Worksheet DOC, 36 KB 12/06/11 No
How to Fill Out the Open Window Budget Form DOC, 405 KB 01/18/12 No
Open Window Budget Worksheet XLS, 1 MB 01/19/12 No
Open Window CAF DOC, 80 KB 12/08/11 Yes
Open Window Contract Entry Guide PDF, 6.8 MB 12/07/11 No
Open Window Federal Award Worksheet DOC, 63 KB 03/02/12 No
Open Window Justification Worksheet DOC, 101 KB 12/08/11 No
Open Window Measures Worksheet DOC, 182 KB 12/08/11 No
Open Window Scope of Work DOC, 31 KB 01/18/12 No
Open Window Writing Style Guide PDF, 46 KB 07/11/11 No
Three Column Budget XLS, 31 KB 03/07/12 Yes

PERSONAL SERVICES CONTRACT

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
PSC Profile Sheet DOC, 46 KB 10/05/09 Yes

PERSONAL SERVICES CONTRACT AMENDMENT

Form Name Format, Size Last Modified Required
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
PSC Amendment Attachments DOC, 32 KB 10/05/09 Yes
PSC Amendment Checklist DOC, 27 KB 10/24/08 Yes
PSC Amendment Profile Sheet DOC, 56 KB 10/05/09 Yes

REQUEST FOR APPLICATIONS

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 (HT -- Please see note in red above.) DOC, 60 KB 10/29/10 Yes
RFA Awards Template DOC, 46 KB 10/29/10 Yes
RFA Template DOC, 278 KB 04/24/12 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.      

REQUEST FOR PROPOSALS

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

TRAINING

CA/AA/BE/FA Training

Form Name Format, Size Last Modified Required
AA/BE Refresher Training Presentation PPT, 496 KB 09/10/10 No
CA/AA/BE/FA Basic Training Presentation PPT, 560 KB 09/10/10 No
Example of Budgetary Estimate PDF, 340 KB 09/10/10 No
Example of Funding Authorization PDF, 45 KB 09/10/10 No
Questions from CA/AA/BE/FA Refresher and Aid to County Training for SFY 2011-2012 XLS, 36 KB 09/10/10 No

Contracts Training

Form Name Format, Size Last Modified Required
101 Contracts Training (at the prompt open as a read-only file) PPT, 247 KB 12/05/11 No
101 Resource Packet October 2010 DOC, 393 KB 11/05/10 No
Acronym List DOC, 63 KB 04/13/10 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

Contracts Refresher Training

Form Name Format, Size Last Modified Required
Contracts Refresher Training (at the prompt open as a read-only file) PPT, 257 KB 12/05/11 No
Contracts Refresher Training Handout PDF, 712 KB 12/05/11 No