Forms & templates

For investigators

Research proposal forms

eREX form

For proposal submissions

FY25 Budget Workbook

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

Additional forms and templates

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

• Confidentiality and non-disclosure (CDA/NDA)
• Material Transfer Agreement (MTA)
• Data-Use Agreements (DUA)
• No Money Agreement (NMA)
• No Cost Extension (NCE)
• eRA Commons Profile Request

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)