Access frequently needed Yale facts, including the university’s current fringe benefit and F&A rates, EIN and DUNS number and Yale’s federal IRB and IACUC assurances.

All University-wide forms, policies and procedures can be found in the Policies and Procedures section. Additional resources used by the Office of Sponsored Projects are below.

Resource Name

Proposal Resource

Award Management Resource

Proposal Development (PD) Resource

Contract Resource

The ABCs of Sponsored Projects
At-Risk Account Request Form (1304 FR.01)      
Audit Report, Federal UG (FY18) - New
Cost Sharing Approval Request Form (1306 FR.01)      
Data Use Agreement – Request Form      
eRA Commons-Request a Yale University Account  
Fringe Benefits and F&A - New      
Forms E Series - Annotated Forms Set for NIH Grant Applications    
Forms E Series - General Instructions for NIH and Other PHS Agencies    
Forms E Series - Human Subjects template to capture data for studies
PDF format requires Adobe Acrobat Reader which can be downloaded from Yale software library.

Grant and Contract Team (GCAT) Portfolios

IRES/Workday New Sponsor & Sub Request Form
IRES Record Inactivation Request  - New
Model COI (Conflict of Interest) Policy  
Model COI (Conflict of Interest) Disclosure Form    
NASA Certification      
NIH & AHRQ Summary of Planned Changes to Policies, Instructions, and Forms    

OSP News & Updates

PD FAQs      
PD PI Recertification Scenarios      

PD Quick Guides

PD Routing Facts for PIs      

PD Video Tutorial: Routing and Approvals

PI Status Request Form (1310 FR.04)      
PI Transum and PD Certification  
Postdoc Salary Memo      

Prior Approval Requests Templates

PT Quick Guide #22 - Activity Type Descriptions    
Request for Expedited Review of Corporate Clinical Trial Agreements      
Research Performance Progress Report (RPPR) Checklist       
Research Performance Progress Report (RPPR) Checklist - NIH SNAP      

Responsible Personnel Change Form (1304 FR.06)

Sponsored Projects and Workday Setup FAQs    
Subrecipient Information and Compliance Form (1304 FR.03A)    

Transmittal Summary Form (TranSum) (1304 FR.03)

Transmittal Summary (TranSum) Attachments (1304 FR.03)

Workday Award Setup webform