Forms and Checklists
Explore these forms and checklists from the Office of Research and Sponsored Projects, Finance-Sponsored Programs and other central offices to help with different aspects of sponsored projects at the University of Michigan.
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Attachment 3B for Subrecipient Contacts
Attachment 3B is a Federal Demonstration Partnership (FDP) Clearinghouse form used to collect subrecipient information required for contact information and Federal Funding Accountability and Transparency Act reporting. This version is partially completed with information for U-M as the subrecipient. For more information, visit FDP’s Subaward Templates and Tools.
Clinical Trial Non-Disclosure Agreement
The clinical trial non-disclosure agreement (NDA) should be used if a potential investigator would like to engage in preliminary discussions or review a sponsor’s protocol in order to determine whether to participate in an industry-sponsored drug or device study. For more information, visit Standard Agreement Templates for Download.
National Research Service Award (NRSA) Childcare Supplement Request
NIH provides the option for fellows and trainees to request a certain amount of funds per budget period for childcare costs provided by a licensed childcare provider. Use this form to make a childcare supplement request. For more information, visit Graduate Student Research Assistants (GRSA) Cost Estimates and NRSA Stipend Levels.
NIH FORMS-I Human Subject and Clinical Trials Information Worksheet
This fillable form is intended to help U-M research administrators collect the detailed data and scientific questions they will need from principal investigators to more readily complete FORMS-IH and the PHS Human Subjects and Clinical Trials Information Form in the eResearch Proposal Management (eRPM) system.
Non-U-M Affiliate Financial Interests Disclosure Form
This form is for when non-U-M investigators on a research project under the oversight of the University of Michigan must disclose outside interests to U-M. For more information, visit Working With Subrecipients / Subrecipient Forms and Research Ethics and Compliance’s Conflict of Interest (COI) page.
OVPR Cost Sharing Request Form
The U-M Office of the Vice President for Research (OVPR) may commit institutional financial support to proposals that are aligned with institutional strategies and goals. To request OVPR cost sharing, download the OVPR cost-share request form and obtain all necessary approvals at the department or school/college level. Follow the directions on the bottom of the form to complete application processing. For more information, visit Cost Sharing Overview and Requirements.
Project Financial Closeout Guide and Checklists
This Project Financial Closeout Guide, along with two choices of Project Financial Closeout Checklists, are designed to help research administrators successfully manage pre-closeout tasks, the financial closeout process, and avoid delays and/or financial liability to the unit. For more information, visit Sponsored Programs Project/Grant Closeout Checklists.
Proposal Submission Deadline Policy: PAF and Proposal Checklist
Reference this checklist that the Office of Research and Sponsored Projects (ORSP) uses for a Full Review and Limited Review of proposals for external funding. Learn more about ORSP’s Proposal Submission Deadline Policy.
Request for Approval of Publication Restrictions – Project Team Impact Template
Sometimes a sponsor requests a publication restriction, which must be approved by the vice president for research. This form must be completed and uploaded via an Agreement Acceptance Request (AAR) in the eResearch Proposal Management System (eRPM) in order to make such a request. Visit Openness in Research and Publications Restrictions.
Safe and Inclusive Work Environments Plan Template
The National Science Foundation (NSF) requires proposers to certify that they have a plan for creating and maintaining a Safe and Inclusive Working Environment(s) for projects that include off-campus or off-site research. For more information, visit Working With NSF.
Standard Non-Disclosure Agreement
The University’s standard non-disclosure agreement (NDA) may be used if a potential sponsor wishes to share its confidential or proprietary business information with the University in order to discuss a potential research relationship. For more information, visit Standard Agreements for Download.