Forms & Templates


Click on the link below to send a message directly to our research team for answers!

CWRU Integrity Hotline

For anonymous reporting of professional or research misconduct, call: 1-866-483-9367. The University's mission of excellence in education, research, and clinical service depends upon the integrity of the CWRU community. Members of our community are responsible for upholding our shared values by reporting unethical or illegal conduct to supervisors or appropriate university officials. 


OSPA Commonly Requested Information

Link to the ORA Popular Resources page which houses the most current document. Lists all the requested numbers, codes, and contact information needed for sponsored projects. Check here first!


NIH Application Checklist

A fillable form to track needed documents/upload for NIH applications.


Outgoing Proposal – Space Request

If the PI of a proposal anticipates that additional space will be needed if the proposal is funded, this form must be completed. If no space is needed, then this form does not need to be completed.


Internal Approval Form for the Purchase of Controlled Substances for Research

Any purchase of a controlled substance to be used in a research project must follow the CWRU Purchasing Policy.


Late Cost Transfer Form

Required for any cost transfer after 90 days from the posting date. The link above will take you to the OSPA Forms page. The LCT form is in the Post Award Section as an Excel File.


Internal Detail Budget Worksheet

Please be sure that you update automatic rates and caps (fringe, F&A, required salary cap) in the sheet as these occasionally change.

Generic template for budget preparation for proposals up to 5 years in length. The worksheet has tabs for specific project length and variables such as salary cap and rates can be adjusted as needed. 


Letter of Intent to Establish a Consortium Agreement [

This letter should be used whenever a proposal contains a proposed consortium agreement as part of the project. The project information should be filled in and the letter should be sent to the consortium institution for signature by the PI and their Authorized Official. When it is returned, the Letter should be routed to the Case PI and then to OSPA for signature. If not required to be sent as part of the application, it should be kept on file in the department with a copy to Finance and Administration for the master file.

Research Associate Position Forms - Updated 01/2021


Postdoctoral Fellow/Scholar Position Forms

  • Instructions - Outlines the procedure for hiring a Postdoctoral Fellow/Scholar
  • Request Form - Complete this form to begin the process of hiring a Postdoctoral Fellow/Scholar


Intellectual Property Agreement for Visiting Scholars

This agreement is to be used when appointing a Visiting Scholar under a J1 or H1B visa who will work in an SODM research lab. The information in the preamble should be modified to reflect the appointee’s information. Please do not change any of the language in the agreement except the highlighted areas in the preamble.


NIH Other Support: Please see the NIH Other Support website for instructions, format pages, and sample documents.

NIH Biosketch Information: Please see the NIH Biosketch site for biosketch templates, instructions, and samples/