Forms & templates

For investigators

Research proposal forms

eREX form

For proposal submissions

FY25 Budget Workbook

For use when developing budgets.  Updated 02/26/2025

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

The following research intake forms have transitioned to online Smartsheet forms accessible on our intake page:

• Confidentiality and non-disclosure
• Material Transfer Agreement (MTA)
• Data-Use Agreements
• No Money Agreement (NMA)

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

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
• Subaward department checklist (optional)

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