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OSPA Forms

 

Need a form or an explanation about a form?

Scroll down to 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.

Many documents available on this site are in Adobe format.


Click to jump to each section:


  Case Forms for Internal Use
   

Blanket Purchase Orders for Subcontracts
Conflict of Interest
eURF
Invention Disclosures

IPAS (Request For Budget Revisions/IPAS Approvals)
VA Joint Appointment MOU

  Additional Internal Forms used for Sponsored Projects Accounting:
   

DHHS Statement Relinquishing Interests and Rights in a Public Health Service Research Grant
Form PHS 2271 (Information and Instructions for Completing Statement of Appointment)
Late Cost Transfer FormNEW
Operating Advance Clearance Form
Petition To Allow Accounts To Remain Open
Non-Salary Costs (Supplimental Information on non-salary costs transferred to a Government Grant or Contract)
Request for Budget Revisions/IPAS Approvals

  Contract Boilerplates
  Export Control
  Grants.gov
  NIH grant forms
  Public Service Sites
  Research Sponsors
  Small Business Subcontracting

Case Forms for Internal Use



Blanket Purchase Orders for Subcontracts

INSTRUCTIONS: Establishing a Blanket Purchase Order for NEW Subawards

(Note: For the certification memo below - you have a choice of either Adobe or Word format)
Adobe icon Subaward invoice certification memo from Project Director
MS Word icon Subaward invoice certification memo from Project Director.doc


Conflict of Interest (COI)
COI Forms



Electronic University Review Form (eURF)

In response to the trend by the federal government and other sponsors of research and scholarship to conduct grants-related business electronically, Case has developed an on-line University Review Form to replace the paper-based version.  This on-line University Review Form (called the electronic University Review Form (eURF)) can either be routed electronically with the proposal documents or it can be printed out and routed with the paper proposal documents as is the current practice.  You are strongly encouraged to route the eURF and the proposal documents electronically for review and signature.  However, there are still many sponsors, including NIH, that do not require a completely electronic submission and still require an institutional signature on a paper face page.  Hence, paper versions of the University Review Form are still acceptable.  However, beginning January 1, 2006, unless otherwise directed by your management center, only on-line University Review Forms completed via the eURF system will be accepted for review and sign-off regardless of whether the routing is done electronically or by paper.  Please note that the University Review Form only needs to be completed when routing applications (for grants or contracts) that are new, resubmissions, non-competing continuations, competitive renewals or supplements.  The URF is not needed for budget revisions, no-cost extensions, subaccount creation, or other administrative actions associated with an existing award.

To access the eURF system, please go to the following link: http://spiderweb.case.edu 
If you have never been in the system before, you will be asked for some profile information.  This is a one-time event.

If you encounter any problems using the eURF system, please contact Jeff Simpkins or Pat Coburn.


Invention Disclosure Form

Invention Disclosure Form (contact Tech Transfer Office)


IPAS

IPAS Form [for requesting a preliminary account, extension, change]


Louis Stokes VA/Case - Joint Appointment - Memo of Understanding Form

VA MOU Form 12-26-06
Faculty, staff and students who are listed (or anticipate being listed) on pending NIH proposals or active NIH awards and who have or anticipate a joint appointment at Case and a VA Hospital need to complete a joint appointment Memorandum of Understanding form each year. To read the policy associated with this form click, Case/VA Policy.

Contract Boilerplates


Adobe icon Contract Checklist (used by ORA when reviewing contracts)

FDP

FDP Subaward Attachment Template

Non-FDP Subaward Attachment Template

Federal Demonstration Partnership (FDP) subaward forms

Independent Contractor Agreement/Consulting Agreement
Independent Contractor Agreement & Consulting Agreement Instructions and Contract Forms

Industry
Guidelines for Sponsored Research Agreements & Sponsored Services Agreements with Industry
Sponsored Research Agreement-Industry
Sponsored Services Agreement-Industry
Standard Nondisclosure Agreement

NIH
Letter of Intent to Establish Consortium
Standard NIH Subcontract
Standard NIH SBIR Subcontract
Standard NIH STTR Subcontract


Non-Federal Subcontract Agreement
Standard Non-Federal Subcontract Agreement

Nondisclosure Agreement/Confidentiality Agreement
Nondisclosure Agreement/Confidentiality Agreement (contact the Tech Transfer Office)

Material Transfer Agreement
Material Transfer Agreement Disclosure Form (contact the Tech Transfer Office)
Material Transfer Agreement contact the Tech Transfer Office)
Uniform Biological Material Transfer Agreement (UBMTA) (contact the Tech Transfer Office)

Export Control


Export Control Fact Sheet
Export Control Checklist

Grants.gov


Grants.gov Home Page
NIH eRA & Grants.gov Fact Sheet: NIH Electronic Applications (eRA) and Grants.gov facts & important links

NIH Grant Forms


NIH Forms Page
NIH/PHS Forms (via Case site)
PHS 398 Spreadsheet -an Excel file, to be used for calculations only, NOT suitable for submission

Public Service Sites - source of forms for a variety of agencies

Society for Research Administration
TRAM Forms

Research Sponsors


Army Research Office
Centers for Disease Control and Prevention -- CDC Grant Forms

Federal Program Support Center Forms Download Site

National Science Foundation FastLane
National Institutes of Health (NIH) - also see above under NIH
U.S. Department of Energy Office of Science

Small Business Subcontracting


Federal Small Business Subcontracting Plan (Instructions & Forms)




Last modified: December 28, 2007