Forms and Policies

Need a form or an explanation of a form from the Office of Research and Technology Management at Case Western Reserve University?

Here, you’ll find an extensive list of forms relating to grants and contracts with some accompanying explanatory documents, as well as links to external sources of commonly used sponsor forms, both government and private.

ORTM Policies

• Human Participants in Research Policy
• Conflicts of Interest (COI) Policy
• CWRU's Research Misconduct Policy (see page 93)
• CWRU Custody of Research Data Policy 
• Effort Reporting Policy 
• Principal Investigator (PI) / Project Director (PD) Policy
• Sponsored Projects Submission Deadline Policy 
• Texting While Driving Policy
• Intellectual Property Policy
• Salary Adjustments and Cost Transfer Policy

Other CWRU Policies

The University Compliance Program maintains a comprehensive list of CWRU policies. Below are policies governed outside of ORTM that researchers may need to reference.

• Postdoc Insurance Coverage Policy

ORTM Forms and Guidelines by Department

The Institutional Animal Care and Use Committee (IACUC), Institutional Biosafety Committee (IBC), CWRU Institutional Review Board (IRB), Conflict of Interests (COI) Committee and other offices and departments within ORTM have additional guidelines, forms and procedures available.

• IACUC policies and procedures
• IRB guidance and resources
• IBC procedures and information 
• COI policies and procedures
• Technology Transfer Office forms

Awards and Agreements Policies, Forms and Guidelines

• Certification of Invoice for Payment
• Late Cost Transfer Form    
• Cost Transfer Timing Expectations
• Salary Adjustment Attachment Instructions
• Gifts vs. Grants
• Speedtype Inactivation Request Form