Proposal & Award Forms

To support the proposal and award process, the Office of Research requires the use of specific forms. It is the responsibility of the principal investigator (PI) to complete and submit the necessary documentation.

Each form is linked below, along with a brief description of when it’s required. If you have any questions, please contact the proposal administrator for your department, college, or institute.

Note: Some files are in PDF format. Download Adobe Acrobat Reader for free to view and print these forms.

Personnel & Investigator Forms

Forms related to adding or verifying key personnel involved in research projects.

Consultant Commitment Form – Confirms the participation and responsibilities of a consultant on a project.
NSF ID Request Form – Used to request a National Science Foundation ID for new investigators.
NIH Principal Investigator Assurance Form – Certifies PI compliance with NIH policies.
PI/Co-PI My Research Database Addition Form – Adds PIs or Co-PIs to the internal research tracking system

Subawards & Subrecipients

Forms related to initiating or modifying subawards and working with external partners.

Subrecipient Commitment Form – Collects required info from external subrecipients to assess risk and eligibility.
Subaward Predetermination Form – Determines whether an outside entity is a subrecipient or contractor.
UCF Subaward LOI – Letter of Intent template or form for initiating subawards.
Request for Subaward Action Form – Used to initiate changes or actions on an existing subaward.
ORC Subaward Checklist – Internal checklist to ensure all subaward documentation is complete.

Property, Assets & Cost Management

Forms for tracking assets and financial considerations.

ONR Property Certification – Verifies government property received under Office of Naval Research awards.
Asset Build Request Form – Requests approval to build or fabricate an asset under a sponsored project.
Asset Build Expense Affirmation Form – Confirms that related expenses are allowable and properly documented.
Indirect Cost Rate Reduction Request – Requests a reduction of the standard indirect cost rate.
Cost Share Source Analysis Form – Identifies and verifies sources of committed cost share.

Budget & Financial Requests

Used to manage budgets, transfers, and financial reporting.

Budget Transfer (BT) Request Form – Requests a transfer of funds between budget categories.
OR Standard Operating Procedure: Budget Transfers – Guidance on how to process budget transfers.
Fixed Price vs. Cost Reimbursable Determination – Helps determine the appropriate agreement type based on project details.
Audit Certification and Financial Status Questionnaire – Collects financial and audit status information from subrecipients or partners.

Project & Award Management

Tools to help initiate, manage, or close out awards.

Pre-Award Account Request Form – Allows spending before an award is fully executed (with department risk).
No-Cost Extension (NCE) Request Form – Requests an extension of the project period without additional funds.
OR Standard Operating Procedure: No Cost Extension – Instructions and policy guidance for requesting an NCE.
Guidelines to Drafting a Scope of Work (SOW) – Tips and requirements for developing a strong SOW for proposals or subawards.
Workday Sponsor Request Form – Collects required information to establish a new Sponsor in Workday and Huron Research Suites.