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Research - Budget and Proposal Forms & Templates

Forms and Templates

Proposal Checklists

• General Proposal Checklist (v1: simple) - Customizable per proposal requirements
• General Proposal Checklist (v2: detailed) - Customize per proposal requirements
• NIH Proposal Checklist (Excel) - Applicable for applications using Forms H instructions
• NIH Human Subjects and Clinical Trials Checklist - Applicable for applications using Forms H instructions
• NIH Human Subjects Inclusion Enrollment Report (IER) - Applicable for applications using Forms H instructions
• NSF Proposal Checklist 23-1 - Applicable for applications submitted or due on or after January 30, 2023
• NSF Resources and Information

Budget Templates

• SOHE Internal Funding Budget Template - For SOHE Research Incentive Funding Applications
• NIH Detailed Budget Template - For NIH applications with Direct Costs >$250,000 per year
• NIH Modular Budget Template - For NIH applications with Modular Budgets (Direct Costs <$250,000 per year)
• SF424 Budget Template - For applications to federal agencies requiring SF424 budget forms
• NSF Budget Template - Applicable for PPAPG 23-1 requirements
• General Budget Template with Subawards - For budgets up to 5 years in duration; with subawards
• General Budget Template without Subawards - For budgets up to 5 years in duration; no subawards
• Travel Budget Calculator - For calculating local travel for fieldwork, professional conferences, etc.
• Fall Research Competition Budget Template - For VCRGE Fall Competition budget estimates

Budget Justification Templates

• NIH Budget Justification Template - For NIH Detailed Budgets
• NIH Personnel Justification Template - For NIH Modular Budgets
• NIH Consortium Justification Template - For NIH Modular Budgets with Consortium costs
• NIH Additional Narrative Justification Template - For NIH Modular Budgets, to describe unequal modules, explain Indirect Cost Base exclusions (i.e., tuition remission, equipment), and give cost details for Data Sharing and Management
• NSF Budget Justification Template - Applicable for PPAPG 23-1 requirement
• General Budget Justification Template & Sample Language

Other Proposal Element Templates

• NIH Biographical Sketch Template
• NIH Other Support Template/New or Renewal
  
• NIH Other Support Template/Progress Reports
• NIH PHS Assignment Request Form
• NSF Current and Pending Support Template - For applications submitted or due on or after January 30, 2023
• NSF Biographical Sketch Template - For applications with due dates submitted or due on or after January 30, 2023
• NSF Collaborators and Other Affiliations Template
• NSF Safe and Inclusive Working Environments for Off-Campus and Off-Site Research - Required as of PAPPG 23-1 issuance
• Facilities & Other Resources Boilerplate - Descriptions of SoHE and UW-Madison facilities and resources

Subrecipient Forms & Templates

• Subrecipient Proposal Checklist - Provided to a subrecipient so they know which documents are required by UW
• Subrecipient Proposal Items Email - Example email sent to a subrecipient to request required documents
• Letter of Intent Example - Template that outlines the required information to include in an LOI
• Scope of Work Template - Template with the required information for a subrecipient Scope of Work document
• RR Subaward Budget Form - RR Subaward budget form expires 11/30/25
• Performance Site form - Template to ensure correct entity legal name, address, UEI, etc.
• Senior/Key Personnel Profile form - For each Senior/Key Personnel listed on an NIH proposal

Additional Resources

Office of Research and Sponsored Programs (RSP) Forms and Templates

National Institutes of Health (NIH) Forms Library