Forms, Checklists, and Sample Documents

Preaward:

  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. NIH Salary Cap Worksheet
  12. NSF Current and Pending Form (Template)
  13. Request for Rebudget (Subcontract)
  14. Request for Cost Sharing
  15. Sample Budget Justification
  16. Sample PI Status Request
  17. Sample Proposal Coversheet
  18. Sample Questionnaire for SPS Entry
  19. Sample Subrecipient Support Letter
  20. Sample Tuition Remission Budget Justification
  21. Sponsored Research Agreement
  22. Sponsored Research Agreement - Federal Prime and/or Cost-Reimbursable
  23. Subrecipient FCOI Certification (Entity)
  24. Subrecipient FCOI Certification (Independent Contractor)
  25. VIEW ONLY Duke Proposal Approval Form
  26. WBS Element Request for a Miscellaneous Code

Postaward:

  1. Award Management Checklist
  2. Award Relinquishing Checklist (PI Leaving Duke)
  3. Closeout Tasklist
  4. Equipment Screening Certification Form $20,000 and Over
  5. Equipment Screening Certification Form $5,000 to $19,999
  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. Research Support Services Agreement (RSSA)
  12. Sample of Award Modification Memo
  13. Sample of New Award in SPS
  14. Shared Usage Agreement
  15. Subrecipient Progress Report
  16. Untimely Cost Transfer Justification: Payroll Retros

Duke Disclosures and Protocols:

  1. Conflict of Interest Disclosure
  2. dbGaP Approved User Code of Conduct
  3. IBC Form
  4. Institutional Animal Care and Use Committee
  5. Invention Disclosure Form
  6. Laser Registration Form
  7. 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.