Resources

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 GCAT Management Proposal Management Award Management Subaward Management Clinical Trial Management Contract Management Financial Reporting	✓	✓	✓	✓
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 Newsletter Signup Newsletter Archives	✓	✓	✓	✓
PD FAQs			✓
PD PI Recertification Scenarios			✓
PD Quick Guides Corporate Clinical Trials			✓
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 Change in PI 2nd NCE Relinquishing/transferring an award to a new institution Reducing the level of effort		✓
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		✓