Forms

Below are links to a variety of forms associated with submitting external funding proposals, developing contracts and other agreements for project work, and for meeting federal and University compliance regulations.

Proposal Approval Form

Budget forms
Compliance forms
Conflict of interest forms
Contract forms
Intellectual property and technology transfer forms
Internal funding forms
Project management forms
Proposal submission forms

Budget forms

Template with Basic Budget

Template with Cost Share

Compliance forms

 Animal care

Application For Initial Review

Continuing Review Form 

IACUC Add Investigator Form

Supplement A—Hazardous Materials

Supplement B—Survival Surgery

Supplement C—Pain and Distress

Biosafety

IBC Registration Form—for recombinant and synthetic DNA research

Export control

Export Control Review Worksheet

International Visitor Registration Form

Human Subjects in Research

Application for Initial Review—If a research project involves the collection of blood or blood products, additional questions must be answered and submitted with the IRB application form.

Application for Continuing Review

Additional Investigators Form

Class Research Project Form—to be completed and submitted by the instructor.

Document Development Checklist

Final Report Form

Sample Consent and Assent Forms—to be customized by the researcher.

Template for Informed Consent Form

Template for Protocol Outline

Conflict of interest forms

Significant Financial Conflict Avoidance Form

Significant Financial Conflict of Interest Disclosure Form

Contract forms

Material transfer agreements

Incoming Material Transfer Agreements, non-UBMTA—Contact the research contracts administrator.

Outgoing Material Transfer Agreements, non-UBMTA

Uniform Biological Material Transfer Agreements—For biological materials, WMU is a signatory to the UBMTA.

Project agreements

Project agreement templates are available after consultation with the contracts administrator

Bi-lateral negotiated sponsored agreements (template)—Second party initiated to WMU.

Federal sub-awards—WMU generally follows the Federal Demonstration Partnership guidelines for federal sub-awards.

Industry and other for-profit entity contract agreements (template)

Non-federal sub-awards (template)—WMU initiated to second party.

Other

Memoranda of Understanding—To build a research collaboration, be it a multiparty, master or international research agreement, contact the research contracts administrator.

There may be additional contracts that are associated with a sponsored project, such as non-disclosure agreements and confidentiality agreements. Submit associated contracts that support the sponsored research project for review to the research contracts administrator.

WMU will negotiate and accept other formats for sponsored agreements through its contract review process. All contracts executed on behalf of the WMU Board of Trustees must be reviewed and comply with a University-approved template before execution by an authorized official. Guidelines on the WMU contract review process.

If a sponsored project requires that WMU hire consultants or independent contractors, see applicable Business Services forms.

Contact the research contracts administrator for additional information and guidance.

Intellectual property and technology transfer forms

Confidential disclosure agreements

Mutual agreement

One-way agreement, WMU

One-way agreement, company

Material transfer agreements

Incoming Material Transfer Agreements, non-UBMTA—Contact the research contracts administrator.

Outgoing Material Transfer Agreements, non-UBMTA

Uniform Biological Material Transfer Agreements—For biological materials, WMU is a signatory to the UBMTA.

Other

Intellectual Property Disclosure Instructions and Form

Non-Disclosure Agreement Terms Acceptance Form

Waiver of WMU Ownership Rights—No significant use of WMU facilities or funds.

Internal funding forms

Below are application materials and reimbursement forms for WMU internal funding.

Faculty Research and Creative Activities Award

Faculty Research Travel Fund Application Form

Publications of Papers and Exhibition of Creative Works Application

Support for Faculty Scholars Award Final Report

Project management forms

 Visit the Grants and Contracts office to access policies and associated forms regarding project functions such as:

  • Pre-award spending
  • Budget categories, changes, and project spending
  • Cost sharing and transfers
  • Project procurement card applications and procedures
  • Federal cost principles
  • Project closeout and records retention

Proposal submission forms

A Proposal Approval Form (PAF) that summarizes the project, personnel, budget and other characteristics of the proposal is required for all external funding proposals and contracts. The PAF is also used to document principal investigator acknowledgement of WMU regulations and approval for submission of the proposal by University officials.