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Researcher Central: Tools and information to help PIs succeed


Below are forms related to sponsored program administration at the University of Wisconsin-Milwaukee. For questions on a specific form, please contact the campus area that requires the form.

Proposal Development

Forms, Aids, and Routing Policies/Notes Format
Application for Federal Assistance SF 424 Sample form with required Institutional Information PDF
Application for Federal Assistance SF424 (R&R) Sample form with required Institutional Information PDF
Budget Tool
(Updated 08/01/2014)
For federal and non-federal budget preparation XLS
Information Frequently Requested by Sponsors E.g. EIN & DUNS numbers HTML
Preparing Grants.gov Applications PDF: April 2009 PDF
NIH Principal Investigator Assurance Certification Form No longer required  
Tax Exempt Letter Send to sponsors who request proof of tax exempt status PDF
WISPER Record (Electronic T-form for proposal and award tracking, submission) Instructions and WISPER Login Link HTML
WISPER Procedures for UWM Schools and Colleges Links to specific School and College procedures for approvals and routing; Department ID numbers HTML

Agreement Forms

Form Name Policies/Notes Format
Confidentiality Agreement – Two Way Guidelines DOC PDF
Material Transfer Agreement – Recipient/Provider Guidelines DOC PDF
Sponsored Research Agreement Guidelines DOC
Research Services Order Guidelines DOC

Miscellaneous Forms

Form Name Policies/Notes Format
Gift Acknowledgment Letter—Sample For gifts designated for receipt by a named individual for research DOC  
Intellectual Property Agreement for Project Participants Required for all Project Participants DOC PDF
Request for Limited PI Status Procedure DOC PDF

Account Setup/Award Management

Form Name Policies/Notes Format
Backstop Request (Requesting an Account in Advance) — WISPER Instructions (PDF)
Backstop Request (Request for Advance Account) — Word     DOC
Direct Retro Funding Distribution (previously Salary Cash Transfer) Policy/Procedure   PDF
Time Extension Request Instructions    

Compliance Forms

Form Name Policies/Notes Format
Animal Care Program Forms For Vertebrate Animals Use HTML
Biosafety Forms For Potentially Hazardous Biological Materials Use HTML
Institutional Review Board Forms (Human Subjects Forms and Templates) For Human Subjects Use in Research HTML
Radiation Safety Forms For Radioactive Materials Use HTML
Invention Disclosure Form Invention Disclosure Information Web Portal
Outside Activities Reporting (formerly Annual Financial Disclosure) Required Annually for Faculty/Academic Staff HTML

Page last updated on: 08/01/2014