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.
*NOTE: As of October 2020 Google Chrome changed how it handles file downloads. If you encounter difficulties, right click on the “Download” button/link and select “save link as.” Once selected the file download will be executed and can be saved to the desktop. A second method is to use a different browser.
Animal Subjects in Research
For Forms, Policies and Procedures pertaining to Animal Subjects in Research and other resources
Compliance
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
Safety
Students
Templates
University
Form: Research Office
5 Year Budget Template
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, 6/26/2023
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Form: Research Office
Account Closeout Checklist
Account Closeout Checklist
The account closeout checklist is to be used for Contracts and Management. It includes technical reporting, cost share/match, after-end-date charges, over expenditures, unallowable charges, outstanding transactions, equipment inventory, subcontracts, salary JV’s, F&A, potential inventions or other intellectual properties, purpose and project, final expenditure total, labor allocations module.
Form Details:
OWNER: UD Research Office
RESPONSIBLE OFFICE: UD Research Office
ORIGINATION DATE: October 14, 2008
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Form: Grants.Gov
Application for Federal Assistance SF 424 (R&R) Sample Form
Application for Federal Assistance SF 424 (R&R) Sample Form
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: UD Research Office
RESPONSIBLE OFFICE: UD Research Office
ORIGINATION DATE: July 20, 2007
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Form: Research Office
Attachment 3B: Subrecipient Contact (Page 1)
Attachment 3B: Subrecipient Contact (Page 1)
Research Subaward Agreement page 1.
Form Details:
OWNER: UD Research Office
RESPONSIBLE OFFICE: UD Research Office
ORIGINATION DATE: September 2, 2017
REVISION DATE(S): 02/28/2022
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Form: Research Office
Attachment 3B: Subrecipient Contact (Page 2)
Attachment 3B: Subrecipient Contact (Page 2)
Research Subaward Agreement Page 2.
Form Details:
OWNER: UD Research Office
RESPONSIBLE OFFICE: UD Research Office
ORIGINATION DATE: September 3, 2021
REVISION DATE(S): 2/28/2022
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Form: Research Office
Automated Closeout Report (ACR) webform login
Automated Closeout Report (ACR) webform login
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: UD Research Office
RESPONSIBLE OFFICE: UD Research Office
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Form: Research Office
Budget Category Worksheet
Budget Category Worksheet
Proposal budgets are itemized by budget categories. The categories map to accounts when the proposal is awarded. Use this budget category list to guide the proposal budget process.
Form Details:
OWNER: Research Office
RESPONSIBLE OFFICE: Research Administration
REVISION DATE(S): 7/6/2022, 6/26/2023
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Form: Research Office
Budget Justification Template
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, 1/25/2023, 5/18/2023, 6/26/2023, 10/05/2023
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Form: Research Office
Cash Advance Worksheet
Cash Advance Worksheet
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: January 26, 2016
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Form: Research Office
Debarment Statement
Debarment Statement
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: September 29, 2008
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Form: Research Office
Draft Master Research Agreement with Industry
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
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Form: Research Office
Effort Reporting Template
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
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