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
Residual Balance Transfer Request Form
Residual Balance Transfer Request Form
Use this form if a residual funding balance remains on a fixed-price sponsored program after all allocable direct and F&A costs have been charged, the PI may use this form to request the residual amount be transferred to a non-sponsored departmental account per the Residual Balance Policy. Residual balances will be distributed proportionately between direct costs and F&A costs, with the direct cost amount being transferred to the administering department. Email completed forms to your Sponsored Research Accountant for final Research Office approvals and processing.
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Form Details:
OWNER: Vice President for Research, Scholarship & Innovation
RESPONSIBLE OFFICE: Research Office
ORIGINATION DATE: December 2, 2020
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Form: Research Office
Salary Reference Sheet
Salary Reference Sheet
This is a salary reference sheet defining position, salary plan, period of implementation, internal and external benefit rates and more. This is a budgeting aid when developing a proposal.
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Form Details:
OWNER: Research Administration
ORIGINATION DATE: April 14, 2021
REVISION DATE(S): 7/02/2020, 7/09/2020, 10/26/2020, 6/23/2021, 2/16/2022, 5/6/2022, 7/6/2022, 7/21/2023
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Form: State of Delaware
Single Point of Contact (SPoC) Form
Single Point of Contact (SPoC) 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: State of Delaware: Office of Management and Budget
RESPONSIBLE OFFICE: State of Delaware: Office of Management and Budget
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Form: Research Office
Small Business Innovative Research (SBIR) Agreement
Small Business Innovative Research (SBIR) Agreement
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: October 2, 2010
REVISION DATE(S): 12/2/2010, 11/2/2018, 7/14/2022
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Form: Research Office
Small Business Innovative Research (SBIR)/ Small Business Technology Transfer (STTR) Letter of Intent (LOI)
Small Business Innovative Research (SBIR)/ Small Business Technology Transfer (STTR) Letter of Intent (LOI)
This LOI template is used for SBIR or STTR proposals submitted by UD to small businesses. The letter includes confidentiality language and allows UD to negotiate all terms at the time of award. Please contact your assigned Contract and Grant Analyst if you have specific questions, or if you have questions about other forms and steps in the proposal process. If you are unsure of who holds the Contract and Grant Analyst position for your department, please refer to the Administrator Directory search on the Staff Directory Page.
Form Details:
OWNER: Research Office
RESPONSIBLE OFFICE: Research Administration
ORIGINATION DATE: July 27, 2023
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Form: Research Office
Small Business Technology Transfer Program (STTR) Agreement
Small Business Technology Transfer Program (STTR) Agreement
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: October 1, 2010
REVISION DATE(S): 10/01/2010, 12/02/2010, 11/02/2018, 7/14/2022,
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Form: Research Office
Sponsored Research Program Income Procedure & Routing Form
Sponsored Research Program Income Procedure & Routing 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: Research Office
RESPONSIBLE OFFICE: Research Office
ORIGINATION DATE: October 14, 2009
REVISION DATE(S): 11/02/2018, 05/11/2016
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Form: Research Office
Standard Confidentiality and Nondisclosure Agreement – Individual
Standard Confidentiality and Nondisclosure Agreement – Individual
This is an individual confidentiality and nondisclosure agreement template between an individual at the University of Delaware and an external entity. Which is an agreement of a non-public, proprietary or confidential nature to the disclosing Party, its subsidiaries or affiliates, or to any third parties to whom the disclosing Party owes a duty of confidentiality, including, but not limited to, all reports and analyses, technical and economic data, studies, forecasts, trade secrets, research or business strategies, inventions, financial or contractual information, or other written or oral information regarding the disclosing Party and its affiliates or the Project.
Form Details:
OWNER: Research Office
RESPONSIBLE OFFICE: Research Office
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Form: Research Office
Standard Confidentiality and Nondisclosure Agreement – Institutional
Standard Confidentiality and Nondisclosure Agreement – Institutional
This is an institutional confidentiality and nondisclosure agreement template between the University of Delaware and a corporation. It is meant as a template for aid in drafting of such agreements. Which is an agreement of a non-public, proprietary or confidential nature to the disclosing Party, its subsidiaries or affiliates, or to any third parties to whom the disclosing Party owes a duty of confidentiality, including, but not limited to, all reports and analyses, technical and economic data, studies, forecasts, trade secrets, research or business strategies, inventions, financial or contractual information, or other written or oral information regarding the disclosing Party and its affiliates or the Project.
Form Details:
OWNER: Research Office
RESPONSIBLE OFFICE: Research Office
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Form: Environmental Health and Safety
Standard Operating Procedure/Approval Form for Highly Toxic Materials
Standard Operating Procedure/Approval Form for Highly Toxic Materials
Instructions: Please complete this form to request approval to use and possess highly toxic material from the University Chemical Hygiene Committee as required by Chapter 12 of the University Chemical Hygiene Plan and University Policy 7-37.
Submit a separate form for each chemical. Copies of the current guidelines and Chemical Hygiene Plan are available at the DEHS web site: http://www.udel.edu/ehs. For questions, please contact the University Chemical Hygiene Officer at 831-8475.
Form Updated: January 2007
Form Details:
OWNER: Environmental Health & Safety
RESPONSIBLE OFFICE: Environmental Health & Safety
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Form: Research Office
Standard Services Agreement
Standard Services Agreement
This is a services agreement template between a company and the University of Delaware. It is meant as a template for aid in drafting of such agreements.
Form Details:
OWNER: Research Office
RESPONSIBLE OFFICE: Research Office
REVISION DATE(S): 01/2017
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Form: Environmental Health and Safety
Statement of Training and Experience for X-Ray Users
Statement of Training and Experience for X-Ray Users
Record of various forms of education, training, and experience with X-ray equipment.
Form Details:
OWNER: Environmental Health & Safety
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