Forms & templates

For investigators

Research proposal forms

eREX form

For proposal submissions

FY2023 Budget Workbook

For use when developing budgets.  Updated 08/04/2023

Limited submission proposal/nomination cover sheet

For pre-proposals being submitted in response to funding solicitations or nominations for individual prizes or awards that require university internal review and selection.  Updated 7/25/2019

Pre-proposals and Letters of Intent (LOI) Information Sheet

For pre-proposals and letters of intent not requiring an eREX, as determined by Guideline 30, that faculty or departments want added to MyResearch.

NIH Certification about Safe and Healthful Work Environment

Use for: Arrival, Departure or Changes in PI/Key Personnel Named in Notice of Award (including multi-PI arrangements), Reduction in Effort of those PIs/Key Personnel of 25% or more (this includes changes submitted on the RPPR).

Additional forms and templates

No Money Agreement (NMA) Information Sheet

• NMA Info Sheet (.docx)

Research or Conference Account Request (RCAR), See BPPM 40.07 Research or Conference Account Request

• RCAR WordPress Form
  For Program Income Accounts, Self Sponsored Research Accounts, Conference Accounts, Misc. other

Sponsored project agreements

• Standard WSU sponsored project agreement (.doc)
  Provides the terms and conditions for a sponsored project that is of mutual interest and benefit to WSU and the sponsor.  Updated 6/29/2022

Use of research facilities

• WSU research facilities use agreement (.docx)
  For use of WSU facilities by non-WSU entities. Updated 6/29/2022

Confidentiality and non-disclosure

• WSU standard non-disclosure/confidential disclosure agreement (.doc)
• Non-disclosure/confidential disclosure agreement information sheet (.doc)
  To initiate a new NDA or CDA please email orso@wsu.edu with the completed NDA Information Sheet. The Information Sheet can be included as an attachment or copied and pasted into the body of the email.
• Data-Use Agreement information sheet (.doc)

Material Transfer Agreement (MTA)

• In-bound MTA Information Sheet (doc)
• Out-Going MTA Information Sheet (pdf)
• Template agreement (docx)
• “Materials Transfer in Academia” (pdf)
  This brochure was created to address the basic academic principles and obligations, which are frequently challenged in the course of planned exchanges between scientists in industry and in academe. It points out the potential problems in draft agreements sent by providers of materials, and it explains the consequences of accepting agreement terms that are overly broad or restrictive. While the focus is on biological materials, the issues discussed are similar for samples of chemical compounds, other types of tangible research materials and even for some types of software. Published by the Council on Governmental Relations.

Consortiums

• Statement of intent to establish a consortium agreement (.pdf)
  To be signed by the principal investigator and authorized research official from each institution

Subawards and subcontracts

• Initiation form for a new subaward/subcontract (.pdf)
  Use this form only if a new subaward or subcontract is to be issued. See ORSO Guideline 7 for information.
• Subaward/subcontract change request form (web based)
  For requesting a change to an existing subaward or subcontract
• Subrecipient invoice (fillable) (.xlsx)
  Sample invoice provided to recipients of subawards/subcontracts
• Subrecipient FCOI form 1 (For PHS/DOE/NSF FCOI Regulated Projects) (.pdf)
  To determine if a subrecipient has a PHS/DOE/NSF compliant FCOI policy
• Subrecipient investigator SFI disclosure form 2 (For PHS/DOE/NSF FCOI Regulated Projects) (.pdf)
  Disclosure Form for those adopting WSU’s FCOI policy
• Subrecipient RCR form 1 (.pdf)
  To determine if a subrecipient has RCR compliant policy
• WSU subrecipient monitoring plan (.pdf)
  Processes and responsibilities before and after a subaward or subcontract is initiated
• Sub-Recipient questionnaire form (.doc)
  Used to complete some WSU risk analysis reviews
• Directions for WSU Affiliates or Non-WSU Researchers taking the CITI FCOI Training

Property loan agreements

• IN: For borrowing non-WSU equipment (.doc)
• OUT: For lending WSU equipment (.doc)

Clean Plant Center Northwest (CPCNW) agreements

• Plant material introduction agreement (pdf)
  For introducing a plant variety of cultivar to the CPCNW for specified services
• Sales agreement (pdf)
  For propagation and sale of clones of plant materials maintained at CPCNW facilities