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

Facilities and Resources Boilerplate

• Facilities & Other Resources Boilerplate - Descriptions of SoHE and UW-Madison facilities and resources

Budget Templates (General, NIH, NSF)

• 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 OVCR Fall Competition budget estimates

Budget Justification Templates (General, NIH, NSF)

• 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

NIH Proposal Prep Documents (forms H instructions)

• NIH Proposal Checklist (Excel)
• NIH Human Subjects and Clinical Trials Checklist
• NIH Human Subjects Inclusion Enrollment Report (IER)
• NIH Biographical Sketch Template
• NIH Other Support Template/New or Renewal
  
• NIH Other Support Template/Progress Reports
• NIH PHS Assignment Request Form
• NIH Data Management and Sharing Plan form page

NSF Proposal Element Templates (PAPPG 23-1)

• NSF Proposal Checklist 23-1 - Applicable for applications submitted or due between January 30, 2023 and May 19, 2024.
• NSF Proposal Checklist 24-1 - Applicable for applications submitted or due May 20, 2024 and later.
• NSF Resources and Information - Links to key resources for NSF proposal prep/PAPPG 23-1.
• NSF Current and Pending Support Template - For applications submitted or due between January 30, 2023 and May 19, 2024.
• NSF Biographical Sketch Template - For applications submitted or due between January 30, 2023 and May 19, 2024.
• NSF Biographical Sketch - Required use of SciENcv (Science Experts Network Curriculum Vitae) for applications submitted or due May 20, 2024 and later.
• NSF Synergistic Activities - Required one-page document for applications submitted or due May 20, 2024 and later.
• 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

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