Forms
Special Note for Mac Users: When filling out a fillable PDF form, you need to sign and then Print to PDF before sending. If Mac users do not Print to PDF, the completed fields are not visible when opened on a Windows system.
Proposal Preparation
FORMS
- Proposal Submission Request (PSR) Note: Effective January 15, 2024, all PSR forms are completed online through infoEd.
- Online PSR User Guide Updated 1/2024
- Offline PSR Certifications Form
- Request for Externally Sponsored Student Design Project
- Indirect Cost Addendum Updated 03/2021
- Indirect Cost Reduction or Waiver Request
CHECKLISTS
NSF
- NSF Proposal Documents PI Checklist
- NSF Proposal Submission Review Checklist
- NSF CAREER Proposal Submission Review Checklist
- NSF CAREER Proposal Synopsis of Solicitation Requirements
NIH
- NIH Required Documents R01/R03/R21 PI Checklist Updated 04/2025
- NIH Proposal Submission Review Checklist Updated 04/2025
- NIH NRSA Fellowship Proposal Review Checklist Updated 02/2025
NASA
- NASA ROSES Proposal Submission Review Checklist
- NASA ROSES PI Proposal Preparation Information for Dual Anonymous Peer Review (DAPR)
BUDGET SPECIFIC TEMPLATES & SAMPLES
- Budget Justification Template Updated 08/2024
Cost Estimation Tool - formerly Account Code Budget Template
- Cost Estimation Tool Updated 07/2024 Note: If old version is downloaded (check cell A212 for version date), please try clearing your cache and re-downloading.
- Cost Estimation Tool Business ProcessesUpdated 01/2025
NIH Budget Templates
- NIH Cost Estimation Tool Updated 04/2025 Note: If old version is downloaded (check cell A215 for version date), please try clearing your cache and re-downloading.
- NIH Modular Budget Template Updated 10/2023
- NIH Consortium Justification Template
- NIH Additional Narrative Justification Template New 09/2023 with new DMS requirements
- NIH Fellowship F Series Budget Template Updated 02/2025
NASA Fellowship/Student Research Grant Budgets
Lab Venture Challenge Budget Template
OTHER TEMPLATES & SAMPLES
- CU Boulder's Safe & Inclusive Working Environment (SIWE) for Off-Campus or Off-Site Research Plan Template
- NSF Synergistic Activities Template
- Data Management Plan Tool (DMPTool)
- Instructional Guide: NSF Biosketch and Current and Pending Forms, SciENcv
- NSF Collaborator Template and NSF Biosketch and Current and Pending Information
- NIH Multiple PI Leadership Plan Sample
- SciENcv for NIH Biosketches
- NIH Authentication of Key Biological and/or Chemical Resources
- Statement of Work Template
- Facilities Template New 10/2021
Award Management
- Additional Pay Form (CU System form used by all campuses - Grants/Contracts Approval on the form is done by your Grant Accountant in Research Financial Services in CCO)
- At-Risk Project Request (Pre-award spending requests)
- Carryforward Restricted Project Allocation Form
- Data Transfer and use Agreement Online Request Form
- Foreign Currency Risk Acceptance Form
- ICR Split Request at Award Stage
- Material Transfer Agreement Online Request Form
- Nondisclosure Agreement Online Request Form
- No Cost Extension
- PI Transfer Web Submission Form
- PI Transfer Detailed Checklist
- PI Transfer Relinquishment Letter Template
- PI Transfer Tagged Fixed Assets Form
- PI Transfer Untagged Material/Supplies Form
- PI Transfer Tangible Materials and CU Discoveries Form
- PI Transfer EH&S Clearance Checklist for Lab Closure
- Subaward and Participant Support Reallocation Form
CAMPUS CONTROLLER'S OFFICE SPONSORED PROJECTS FORMS
- Project Manager Change
- Reorg Request
- Fiscal Staff Request Form
- Level of Budget Detail Information and Forms
Subcontracting
- Subagreement Modification Request Form (SMRF)Replaced the SPO Markup form 12/2024
- Subaward and Participant Support Reallocation Form
- Carryforward Restricted Project Allocation Form
- Subrecipient Commitment Form Updated 01/2024
- Universities that are FDP members may complete the Subrecipient Statement of Collaborative Intent instead of this form.
- Subrecipient Statement of Collaborative Intent (Letter of Commitment) Updated 10/2022
- Universities that are FDP members may complete this form instead of the Subrecipient Commitment Form.
- No Audit Questionnaire
- Subrecipient China Assurance Form
- Subrecipient Review Form Updated 04/2022
- Sole Source Justification
- Subrecipient Civil Rights Evaluation Tool
- Off-Site Subagreement Property Questionnaire
- Subrecipient DOD NIST SP 800-171 Certification New 12/2020
- Subrecipient Closeout and Certification
RESOURCE MATERIAL
- Subagreement/Vendor/Consultant Decision Tree
- How to set up a new requisition in Marketplace
- Removing Funds from a Sub
- Invoice Monitoring Approval Checklist
Equipment/Property
- Property Disposal Request of Sponsored Projects Property
- Fabrication Tag Request Form
- Off-Campus Equipment
- Department Property Self Evaluation
- Subcontractor Property Management Self-Assessment Form