Forms
| Document | Description |
| Forms for PI Use | |
| Consultant Information | Complete for consultants with limited scope (e.g. advisory board, expert panel) and send to sponsored programs coordinator. See Subrecipients/Vendors/Consultants for additional information. |
| Consultant Letter of Commitment – Individual | Secure completed/signed letter from a consultant with a more expanded role (but not to the level of a subrecipient) and send to sponsored programs coordinator. A project evaluator may fall into this category. See Subrecipients/Vendors/Consultants for additional information. |
| Subrecipient Information | Provide basic information to sponsored programs coordinator for a subrecipient that requires an Institutional Letter of Commitment. See Subrecipients/Vendors/Consultants for additional information. |
| Limited Submission Coversheet | Use for internal limited submission competition AFTER Research & Sponsored Programs has determined that an internal competition is necessary; see Limited Submission section. |
| Templates for PI Use (NOT Mandatory) | |
| Budget Template | This budget template will allow you to calculate a draft budget. You may or may not choose to use this template for the internal approval process and submission, depending upon sponsor format. |
| Budget Justifications NIH/NSF | The budget justification templates contains standard language that can be used for generation of a budget justification or narrative. The templates are aligned with either the NIH or the NSF outlines but can be modified to fit any other sponsor/agency as needed. |
| NSF Biographical Sketch (used to assess how well qualified the individual, team, or organization is to conduct the proposed activities) | The biographical sketch must be provided separately for each individual designated as a senior/key person through use of SciENcv (Science Experts Network Curriculum Vitae). Senior/key personnel must prepare, save, certify, and submit these documents as part of their proposal via Research.gov or Grants.gov. |
| NSF Current and Pending (other) Support (used to assess the capacity or any conflicts of commitment that may impact the ability of the individual to carry out the research effort as proposed and helps assess any potential scientific and budgetary overlap/duplication with the project being proposed.) | Current and pending (other) support information must be provided separately for each individual designated as a senior/key person through use of SciENcv (Science Experts Network Curriculum Vitae). |
| NSF Collaborators and Other Affiliations | Collaborators and Other Affiliations document contains a table of an individual’s collaborators, such as their advisors, co-authors and students. NSF requires the use of the Collaborators and Other Affiliations Excel Template for identifying this information (clicking the link will automatically download the template to your computer) |
| NSF Synergistic Activities | Synergistic Activities is a required one-page document for everyone identified as senior/key personnel that includes a list of up to five distinct examples that demonstrate the broader impact of an individual’s professional and scholarly activities, focusing on the creation, integration and transfer of knowledge. |
| NSF Letter of Collaboration | If required or allowed, an NSF Letter of Collaboration has a set format. It is different than a Letter of Support. |
| Required as a supplementary document for all full research proposals submitted to NSF. | |
Scope of Work Template |
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| Forms for Sponsored Programs Coordinator Use | |
Complete this form with assistance from your sponsored programs coordinator if you anticipate any project-specific institutional commitments. The sponsored programs coordinator will circulate for approval signatures. This form MUST be signed PRIOR to the full Internal Routing/Approval process. |
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Complete for a consultant with a more expanded role (but not to the level of a subrecipient) based on information provided by the PI via the Subrecipient Information form. |
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If the recipient is not a consultant, the sponsored programs coordinator will document the final subrecipient/contractor determination using this form. |
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Used to evaluate and assign a level of risk for each subrecipient. |
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For institutions participating in the FDP Clearinghouse, this letter of intent is used for subrecipient commitments on sponsored programs. |
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For institutions not participating in the FDP clearinghouse and serving as a subrecipient on sponsored programs. |
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Scope of Work Template |
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Share with the PI for completion upon request from PI for an off-campus F&A rate that may be justifiable. This form will require internal provisional approval prior to using an alternative rate in draft budget preparations. |
Updated: 11/14/2025 09:42AM