{"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":"2026-07-20T19:26:22","modified_gmt":"2026-07-21T02:26:22","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 href=\"https:\/\/research.wsu.edu\/operations\/documents\/2019\/01\/budget-workbook.xlsx\">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<h3 class=\"wp-block-heading\" id=\"smartsheets\">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 (CDA\/NDA)<\/li>\n\n\n\n<li>Material Transfer Agreement (MTA)<\/li>\n\n\n\n<li>Data-Use Agreements (DUA)<\/li>\n\n\n\n<li>No Money Agreement (NMA)<\/li>\n\n\n\n<li>No Cost Extension (NCE)<\/li>\n\n\n\n<li>eRA Commons Profile Request<\/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<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":{"_wsuwp_accessibility_report":null},"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":70,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/pages\/79\/revisions"}],"predecessor-version":[{"id":10845,"href":"https:\/\/research.wsu.edu\/operations\/wp-json\/wp\/v2\/pages\/79\/revisions\/10845"}],"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}]}}