Forms, Policies & Procedures

Here you will find a repository of forms, policies and procedures related to research at the University of Delaware. This repository draws on sources throughout campus to provide quick and easy access to these resources in a variety of formats, such as html, MSWord and Adobe PDF. We encourage you to explore and use the tools provided to narrow your search by word, resource type or category in order to learn more about the content that governs research at UD.


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RO Forms, Policies, and Procedures Search 2019

Animal Subjects in Research

For Forms, Policies and Procedures pertaining to Animal Subjects in Research and other resources

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Conflict of Interest
Contracts and Grant Management
Effort Certification
Export Regulations (ITAR/EAR/OFAC)
Human Subjects in Research
Intellectual Property
Internal Funding
Material Transfer
Reporting Misconduct
Research Administration
Research Agreement Templates
RO Forms, Policies, and Procedures Search 2019

Forms, Policies and Procedures (31 Entries)
Form: Research Office
5 Year Budget Template
Form: Research Office

5 Year Budget Template

The attached spreadsheet is a guide to assist you in building a budget for your proposal.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Administration

REVISION DATE(S): 7/6/2022

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=96504

Form: Research Office
About Material Transfer Agreements
Form: Research Office

About Material Transfer Agreements

Material Transfer Agreements (MTA) establish which party is the provider and receiver of materials, the extent of the provider’s ownership and the receiver’s usage, compliance with the individual terms and conditions on use of materials, and also protects the intellectual property interests of both the provider and receiver.   The UD Research Office handles both incoming MTAs, where the University is receiving research materials from other entities, as well as outgoing MTAs, where researchers are sharing UD materials with an outside entity.  To request an MTA, please complete the Material Transfer Agreement Webform below.  In addition to information related to the transfer, the form requires that the requestor attach a completed MTA draft:

  • For incoming materials, attach the agreement template given to you by the provider institution. If no agreement was provided to you by the outside party, complete the Incoming MTA form provided in the forms below.
  • For Outgoing materials complete and attach the Uniform Biological Material Transfer Agreement (UBMTA)for biological materials or MTA template for non-biological materials, or as an alternative to the UBMTA if desired.

The system will automatically populate the routing sequence for each request, however, the requestor may include additional approvers who should review/approve the transfer request.  The Research Office will review the template, and secure appropriate approvals for final execution of the MTA.  The Research Office will notify the requestor once all approvals have been met, and the agreement has been fully-signed.  Note that materials cannot be sent or received until the MTA has been fully-signed.

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Form: Research Office
Budget Justification Template
Form: UD Research Office

Budget Justification Template

This template is used to justify a budget and should be used to draft expectations of a project. It includes everything from equipment to PI information.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: April 1, 2013

REVISION DATE(S): 04/2013, 12/2014, 04/2016, 07/2018, 03/2019, 04/2019, 05/2019, 07/02/2019, 11/22/2019, 07/02/2020, 7/10/2020, 1/14/2021, 2/04/2021, 6/25/2021, 7/6/2022, 7/12/2022, 7/27/2022

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51650

Form: Research Office
Chemours Preliminary Proposal Template
Form: UD Research Office

Chemours Preliminary Proposal Template

The University of Delaware and Chemours Company, LLC, invite applications for research proposals to be carried out by UD principal investigators on topics of broad interest to Chemours. Projects should have the potential to advance the industries in which Chemours participates or to lead to new Chemours products. This pre-proposal word doc template must be filled out to participate in this funding opportunity. Interested applicants should email the project template to researchdev@udel.edu.

Related Links

 

Form Details:

OWNER: Research Development Office

RESPONSIBLE OFFICE: Research Development Office

ORIGINATION DATE: September 8, 2021

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=91803

Form: Research Office
Conflict of Interest Management Template
Form: UD Research Office

Conflict of Interest Management Template

This template helps researchers become aware of potential conflicts of interest and develop plans to maintain objectivity in their research.

 

Form Details:

OWNER: UD Research Office

RESPONSIBLE OFFICE: UD Research Office

ORIGINATION DATE: September 24, 2014

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51613

Form: Research Office
Data Transfer and Use Agreement Template
Form: UD Research Office

Data Transfer and Use Agreement Template

This agreement template is to be used where transfer of data between the University of Delaware and an external entity are involved. Whether UD is the recipient or provider of the data.

 

Form Details:

OWNER: Regulatory Affairs

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: June 27, 2019

REVISION DATE(S): 2/4/20

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51665

Form: Human Subjects in Research, Templates, University
Documentation Consent Process Form and Log
Form: Human Subjects in Research, Templates, University

Documentation Consent Process Form and Log

Informed consent is a process and involves providing a potential subject with adequate information about the research to allow for an informed decision about the subject’s voluntary participation in a research study. Informed consent is a process. Documenting informed consent occurs after explaining the research, addressing any questions, and assessing participant comprehension.

  • Documentation of informed consent requires the signature of informed consent by the research participant (or their legally authorized representative or parent(s), as applicable) unless a waiver of that signature has been approved by the IRB.
  • The forms here are two different suggested templates that can be used so that the person obtaining consent notates the following: current and IRB-approved informed consent forms were used, that he/she explained the research to the participant, ensured that the participant understood the research and that the participant freely agreed to enroll.
  • These forms should be utilized at the beginning of the study and throughout the study, when updates and revisions to the consent form(s) require re-consent.
  • The templates herein provide a framework for documenting the consent discussion and process with each potential study participant and should be customized to different studies as applicable.
  • Modify the form as needed/desired to add or remove any additional consent information, such as:
    • If a legally authorized representative is present
    • Information related to signatures as applicable

 

Form Details:

OWNER: UD Research Regulatory Affairs

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: January 5, 2022

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=94367

Form: Research Office
Draft Master Research Agreement with Industry
Form: UD Research Office

Draft Master Research Agreement with Industry

The Draft Master Research Agreement with Industry is a template of a contract between UD and the sponsor; it specifies the obligations of UD and the sponsor in funding and conducting any scope of work that UD may propose for funding by that sponsor.

 

Form Details:

OWNER: Research Office

ORIGINATION DATE: September 9, 2018

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51657

Form: Research Office
Effort Reporting Template
Form: UD Research Office

Effort Reporting Template

This form is used to help manage the resources allocated from grants, gifts and sponsored agreements. Both the University and the government have specific protocols in place to prevent the misuse of funds and other resources. Please contact your assigned contract and grant specialist if you have specific questions, or if you have questions about other forms and steps in the award process. If you are unsure of who holds the contract and grant specialist position for your department, please refer to the Administrator Directory search on the Staff Directory Page.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: July 27, 2007

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51476

Form: Research Office
Equipment Inventory Template
Form: UD Research Office

Equipment Inventory Template

This template is used to report equipment inventory to the sponsor. Please contact your assigned Sponsored Research Accountant with any questions regarding this form.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: December 5, 2019

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51672

Form: Research Office
Facility Use Agreement Template
Form: UD Research Office

Facility Use Agreement Template

The Facility Use Agreement is a template for an agreement between UD and an external entity; it specifies the terms and conditions associated with an external entity using UD facilities.

 

Form Details:

OWNER: Regulatory Affairs

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: February 4, 2020

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51674

Form: Research Office
Industry Research Agreement – Overview
Form: UD Research Office

Industry Research Agreement – Overview

This form is used to help manage the resources allocated from grants, gifts and sponsored agreements. Both the University and the government have specific protocols in place to prevent the misuse of funds and other resources. Please contact your assigned contract and grant specialist if you have specific questions, or if you have questions about other forms and steps in the award process. If you are unsure of who holds the contract and grant specialist position for your department, please refer to the Administrator Directory search on the Staff Directory Page.

 

Form Details:

OWNER: Research Office

RESPONSIBLE OFFICE: Research Office

ORIGINATION DATE: May 26, 2016

Download Form Email https://research.udel.edu/forms-policies-procedures/?entry=51484

ASSISTANCE

Compliance Hotline
Phone: (302) 831-2792

UD Research Office
210 Hullihen Hall
Newark, DE 19716
Phone: (302) 831-2136
Fax: (302) 831-2828
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