{"id":79,"date":"2017-10-13T14:20:18","date_gmt":"2017-10-13T21:20:18","guid":{"rendered":"http:\/\/research.wsu.edu\/operations\/?page_id=79"},"modified":"2026-03-15T19:58:21","modified_gmt":"2026-03-16T02:58:21","slug":"forms-templates","status":"publish","type":"page","link":"https:\/\/research.wsu.edu\/operations\/forms-templates\/","title":{"rendered":"Forms &amp; templates"},"content":{"rendered":"<div class=\"wsu-row wsu-row--single\" >\r\n    \n<div class=\"wsu-column\"  style=\"\">\r\n\t\n\n<h1 class=\"wp-block-heading\">Forms &amp; templates<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">For investigators<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Research proposal forms<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/myresearch.wsu.edu\/Grants\/ERex.aspx#\/list\">eREX form<\/a><\/h4>\n\n\n\n<p>For proposal submissions<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a rel=\"noreferrer noopener\" href=\"https:\/\/research.wsu.edu\/operations\/documents\/2019\/01\/budget-workbook.xlsx\" target=\"_blank\">FY25 Budget Workbook<\/a><\/h4>\n\n\n\n<p>For use when developing budgets.&nbsp; Updated 02\/26\/2025<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/orap.wsu.edu\/cover-letter\/\">Limited submission proposal\/nomination cover sheet<\/a><\/h4>\n\n\n\n<p>For pre-proposals being submitted in response to funding solicitations or nominations for individual prizes or awards that require university internal review and selection.&nbsp; Updated 7\/25\/2019<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2019\/04\/pre-proposals-and-letters-of-intent-loi-information-sheet.docx\">Pre-proposals and Letters of Intent (LOI) Information Sheet<\/a><\/h4>\n\n\n\n<p>For pre-proposals and letters of intent not requiring an eREX, as determined by Guideline 30, that faculty or departments want added to MyResearch.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2020\/12\/nih-certification-about-safe-and-healthful-work-environment.pdf\">NIH Certification about Safe and Healthful Work Environment<\/a><\/h4>\n\n\n\n<p>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).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Additional forms and templates<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">The following research intake forms have transitioned to online Smartsheet forms accessible on our <a href=\"https:\/\/research.wsu.edu\/operations\/forms-templates\/intake\/\">intake page<\/a>: <\/h4>\n\n\n\n<ul>\n<li>Confidentiality and non-disclosure<\/li>\n\n\n\n<li>Material Transfer Agreement (MTA)<\/li>\n\n\n\n<li>Data-Use Agreements<\/li>\n\n\n\n<li>No Money Agreement (NMA)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Research or Conference Account Request (RCAR), See <a href=\"https:\/\/policies.wsu.edu\/prf\/index\/manuals\/40-00-contents\/40-07-research-conference-account-request\/\">BPPM 40.07 Research or Conference Account Request<\/a><\/h4>\n\n\n\n<ul>\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/rcar\/\" data-type=\"URL\" data-id=\"https:\/\/research.wsu.edu\/operations\/rcar\/\">RCAR WordPress Form<\/a> <br>For Program Income Accounts, Self Sponsored Research Accounts, Conference Accounts, Misc. other<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Sponsored project agreements<\/h4>\n\n\n\n<ul>\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2022\/05\/standard-wsu-sponsored-project-agreement-2022.doc\">Standard WSU sponsored project agreement (.doc)<\/a><br>Provides the terms and conditions for a sponsored project that is of mutual interest and benefit to WSU and the sponsor.&nbsp; Updated 6\/29\/2022<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Use of research facilities<\/h4>\n\n\n\n<ul>\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/04\/facilities-use-agreement.docx\">WSU research facilities use agreement (.docx)<\/a><br>For use of WSU facilities by non-WSU entities. Updated 6\/29\/2022<\/li>\n<\/ul>\n\n\n\n<ul><\/ul>\n\n\n\n<ul><\/ul>\n\n\n\n<ul><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Consortiums<\/h4>\n\n\n\n<ul>\n<li><a href=\"http:\/\/research.wsu.edu\/operations\/documents\/2018\/04\/statement-of-intent-to-establish-a-consortium-agreement.pdf\">Statement of intent to establish a consortium agreement (.pdf)<\/a><br>To be signed by the principal investigator and authorized research official from each institution<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Subawards and subcontracts<\/h4>\n\n\n\n<ul>\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2022\/05\/subaward-initiation-form-fillable.pdf\">Initiation form for a new subaward\/subcontract (.pdf)<\/a><br>Use this form only if a new subaward or subcontract is to be issued. See <a href=\"http:\/\/research.wsu.edu\/operations\/documents\/2018\/02\/guideline-7.pdf\">ORSO Guideline 7<\/a> for information.<\/li>\n\n\n\n<li><a href=\"https:\/\/myresearch.wsu.edu\/grants\/subcontracts\/change\">Subaward\/subcontract change request form (web based)<\/a><br>For requesting a change to an existing subaward or subcontract<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/11\/subrecipient-invoice.xlsx\">Subrecipient invoice (fillable) (.xlsx)<\/a><br>Sample invoice provided to recipients of subawards\/subcontracts<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/05\/fcoi-form-1.pdf\">Subrecipient FCOI form 1 (For PHS\/DOE\/NSF FCOI Regulated Projects) (.pdf)<\/a><br>To determine if a subrecipient has a PHS\/DOE\/NSF compliant FCOI policy<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/05\/sfi-disclosure-form-2.pdf\">Subrecipient investigator SFI disclosure form 2 (For PHS\/DOE\/NSF FCOI Regulated Projects) (.pdf)<\/a><br>Disclosure Form for those adopting WSU&#8217;s FCOI policy<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/09\/subrecipient-rcr-form-1.pdf\">Subrecipient RCR form 1&nbsp;(.pdf)<\/a><br>To determine if a subrecipient has RCR compliant policy<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/02\/subrecipient-doc.pdf\/\">WSU subrecipient monitoring plan (.pdf)<\/a><br>Processes and responsibilities before and after a subaward or subcontract is initiated<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/10\/sub-recipient-questionnaire.doc\">Sub-Recipient questionnaire form (.doc)<\/a><br>Used to complete some WSU risk analysis reviews<\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2023\/03\/citi-fcoi-training-for-sub-awardees-and-non-wsu-employees-or-wsu-affiliates.docx\">Directions for WSU Affiliates or Non-WSU Researchers taking the CITI FCOI Training<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2024\/02\/subaward-department-checklist.pdf\">Subaward department checklist<\/a> (optional)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Property loan agreements<\/h4>\n\n\n\n<ul>\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/03\/in-loan.doc\">IN: For borrowing non-WSU equipment (.doc)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/research.wsu.edu\/operations\/documents\/2018\/03\/out-loan.doc\">OUT: For lending WSU equipment (.doc)<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Clean Plant Center Northwest (CPCNW) agreements<\/h4>\n\n\n\n<ul>\n<li><a href=\"http:\/\/research.wsu.edu\/operations\/documents\/2018\/03\/intro.pdf\">Plant material introduction agreement (pdf)<\/a><br>For introducing a plant variety of cultivar to the CPCNW for specified services<\/li>\n\n\n\n<li><a href=\"http:\/\/research.wsu.edu\/operations\/documents\/2018\/03\/sales.pdf\">Sales agreement (pdf)<\/a><br>For propagation and sale of clones of plant materials maintained at CPCNW facilities<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n<\/div>\r\n\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":4524,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"categories":[],"tags":[],"wsuwp_university_location":[],"wsuwp_university_org":[],"acf":[],"_links":{"self":[{"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/pages\/79"}],"collection":[{"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/users\/4524"}],"replies":[{"embeddable":true,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/comments?post=79"}],"version-history":[{"count":57,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/pages\/79\/revisions"}],"predecessor-version":[{"id":10766,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/pages\/79\/revisions\/10766"}],"wp:attachment":[{"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/media?parent=79"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/categories?post=79"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/tags?post=79"},{"taxonomy":"wsuwp_university_location","embeddable":true,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/wsuwp_university_location?post=79"},{"taxonomy":"wsuwp_university_org","embeddable":true,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/wsuwp_university_org?post=79"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}