Forms, Checklists, and Sample Documents


  1. Checklist for PI Transfer to Duke
  2. Checklist for Proposal Preparation
  3. Checklist for Sponsor Guidelines
  4. Confidential Disclosure Agreement - 1-way
  5. Confidential Disclosure Agreement - 2-way
  6. Effort Conversions from Percentages to Person Months
  7. Employee Salary Request Form
  8. Gift for PI Research
  9. Grant Managers List & listserv - Add/Amend Sheet
  10. NIH Harassment + Discrimination Letter for T Applications
  11. Salary Cap Worksheet
  12. NSF Current and Pending Form (Template)
  13. Request for Cost Sharing
  14. Sample Budget Justification
  15. Sample Proposal Coversheet
  16. Sample Questionnaire for SPS Entry
  17. Sample Subrecipient Support Letter
  18. Sample Tuition Remission Budget Justification
  19. Sponsored Research Agreement
  20. Sponsored Research Agreement - Federal Prime and/or Cost-Reimbursable
  21. VIEW ONLY Duke Proposal Approval Form
  22. WBSE Request for a Miscellaneous Code


  1. Award Management Checklist
  2. Award Relinquishing Checklist (PI Leaving Duke)
  3. BFR Change Request Form
  4. Closeout Tasklist
  5. Equipment Screening Certification Form
  6. In-Kind Cost Sharing Report
  7. Independent Contractor Checklist
  8. Matrix of Sponsored Programs
  9. NSF FDP Prior Approval Matrix
  10. Rebudgeting/CAS (ReC) Form - access via Duke @ Work
  11. Request for Rebudget (Subcontract--external use only)
  12. Research Support Services Agreement (RSSA)
  13. Sample of Award Modification Memo
  14. Sample of New Award in SPS
  15. Shared Usage Agreement
  16. Subrecipient Progress Report
  17. Untimely Cost Transfer Justification: Payroll Retros

Duke Disclosures and Protocols:

  1. Conflict of Interest Disclosure
  2. IBC Form
  3. Institutional Animal Care and Use Committee
  4. Invention Disclosure Form
  5. Laser Registration Form
  6. Radio Active Materials (RAM) Authorization Application

Who Should I Call?

Use the link above to find links to ORS Assistant Directors, ORS Award Specialists and departmental SPOCs.

Join the Grant Managers Listserv

The Office of Research Support uses the "grant-mgrs" listserv to communicate new grant management information to those members of the Duke University campus who are responsible for research administration. Click the link above to request subscription to this listserv.