| | Policies | Procedures & Associated Forms |
Budget & Proposal Development |
Cost Basis and Cost Share | Institutional Base Salary Policy Research Staff Policy | Templates: Basic Budget & Budget with Cost Share | Graduate Student Incentive Request and Form Propose and Request Cost Share for Externally Funded Proposals Procedure and Form Start-Up Fund Request Form | Administrator Incentive Plan for Extramural Research and Sample |
PI Eligibility and Responsibility
Starting Jan. 18, 2022: all proposals for external funding to be administered by WMU must be routed in Cayuse | Eligibility to Serve as WMU Principal Investigator on Sponsored Projects Policy Signature Authority - University Agreements Debarment and Suspension from Sponsored Projects Policy Research Misconduct Policy Conflict of Interest Policy | Request Principal Investigator Status Proposal Submission Procedure for External Funding Manage Funding Agency-Imposed Limits on Submissions Significant Financial Interest Disclosure Form | Conflict Avoidance Statement |
Contracts and Subawards | 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. | Contract Review Checklist | Contract Review Guide and Procedures | Hiring Independent Contractors Management Tools: Project Agreements available | Subawards following Federal Demonstration Partnership guidelines | Outgoing Material Transfer Agreement, non-UBMTA for research and software testing |
Facilities and Administrative Funds & WMU Research Acceleration Program | Recovery of Facilities and Administrative (F&A) Costs Policy WMU Research Acceleration Program (WRAP) | Determining which F&A rate to apply - Categorization of Sponsored Projects Procedure Guidance Regarding On and Off Campus Facilities and Administrative Rates Procedure Requesting a F&A Rate Waiver Procedure and Form |
Collaborations |
| Collaborations with community colleges | | Guidelines for proposals with KVCC |
Compliance |
Compliance—Agency Training | Agency-Required Training Policy | |
Compliance—Animal Safety | Animal Use in Research, Teaching and Testing Policy | See Animal Care page for procedure process Application for Initial IACUC Review | Annual IACUC Review Form | IACUC Add Investigator Form Supplements A-Hazardous Materials, B-Survival Surgery, C-Pain and Distress |
Compliance—Biosafety | Dual Use of Research Concern Policy Microbiological Safety and Security Policy Recombinant or Synthetic DNA Policy | Biosafety—Microbiological Safety and Security Biological Agent Order Form IBC Registration Form - for recombinant and synthetic DNA research |
Compliance—Export Control | Research Export Control Policy WMU Policy for Inviting International Visitors to WMU | International Visitor Registration Form See Export Control page for forms 17-1 through 17-5d |
Compliance—Human Subjects in Research Starting November 1, 2021: all Human Subject IRB studies must be submitted through Cayuse. | Human Subjects Research Protection and the Institutional Review Board Policy | Required Training for Human Subjects Researchers IRB consent document(s) templates must be used and are uploaded to Cayuse during the initial submission, renewal, or modification (when consent document is added or revised). Forms are available on the WMU IRB page Additional Investigator |
| Compliance—Radiation Safety | Radiation Safety Policy | User Application | Room Application | Radionuclide Order Form Internal Audit Form | Radiation Producing Machine Registration | Incident Report |
| Compliance—Registering Clinical Trials | Registering with ClinicalTrials.gov Policy | ClinicalTrials.gov Registration Procedure |
Grants and Contracts |
Grants & Contracts—Cost Transfer | Cost Transfer Policy | Cost Transfer Procedure |
Grants & Contracts—Excess Compensation | Excess Compensation Policy | Excess Compensation Procedure |
Grants & Contracts—Federal Costing Principles | Federal Costing Principles Policy | Federal Costing Principles Procedure |
Grants & Contracts—Federal Funding Accountability and Transparency Act Reporting | FFATA Reporting Policy | FFATA Reporting Procedure |
Grants & Contracts—Federally Funded Equipment | Federally Funded Equipment Policy | |
Grants & Contracts—Fixed Price Agreement | Fixed Price Agreement Policy | Fixed Price Agreement Procedure |
Grants & Contracts—Fly America Act | Fly America Act Policy | |
Grants & Contracts—Participant Support Costs | Participant Support Costs Policy | |
Grants & Contracts—Prior Approval Request | Prior Approval Request Policy | Prior Approval Request Procedure |
Grants & Contracts—Program Income | Program Income in Sponsored Projects Policy | |
Grants & Contracts—Project Closeout | Project Closeout Policy | Project Closeout Procedure |
Grants & Contracts—Research participation Compensation | Research Participation Compensation Policy | |
Grants & Contracts—Signature Authority | Signature Authority on Grants and Contracts | |
Grants & Contracts—Summer Salary | Summer Salary on Grants and Contracts Policy | Summer Salary on Grants and Contract Procedure |
Grants & Contracts—Subrecipient Monitoring | Subrecipient Monitoring Policy | Subrecipient Monitoring Procedure |
Grants & Contracts—Unallowable Costs - Reasonableness Doctrine | Unallowable Costs - Reasonableness Doctrine Policy | Unallowable Costs - Reasonableness Doctrine Procedure |
IT Rules | Information Technology Rules and Policies | |
Intellectual Property and Technology Transfer | Intellectual Property Policy | Confidential disclosure agreements: Mutual agreement | Non-Disclosure Agreement Terms Acceptance Form | One-way agreement for WMU or company Intellectual Property Disclosure Instructions and Form | Waiver of WMU Ownership Rights without significant use of WMU facilities or funds |
