Forms & Templates

UFIRST Proposal and Agreement Approval System

All proposals for sponsored funding will be routed for University approvals using UFIRST.

PHS, NSF and USAMRMC/CDMPR (F)COI Disclosure Forms

Certain sponsors require Investigators to complete Conflict of Interest (COI) or Financial Conflict of Interest (FCOI) Disclosure Forms prior to proposal submission. At UF, these are loaded into the UFIRST proposal record when routed for submission.

Investigator is defined as the Principal Investigator, Co-Principal Investigator, or any other person responsible for the design, conduct, or reporting of the research or educational activities. “Investigator” for the purposes of determining a Significant Financial Interestincludes the Investigator’s spouse and dependent children.

  •  Significant Financial Interest, DSP-05 PHS is required with each grant application where UF will be the recipient or a sub-recipient of funding from a US Public Health Service Organization (NIH, HRSA, FDA, SAMSA, AHRQ, CDC, CMS) or any other sponsor that has adopted the PHS regulations.  These include American Heart, FDOH/Bankhead Coley, Alliance for Lupus Research (ALR), American Cancer Society (ACS), American Heart Association (AHA), Arthritis Foundation (AF), Juvenile Diabetes Research Foundation (JDRF), Lupus Foundation of America (LFA), and Susan G. Komen for the Cure American Lung Association.
  • NSF Significant Financial Interest, DSP-05 NSF is required with each grant application where UF will be the recipient or a sub-recipient of funding from the National Science Foundation (NSF).
  • USAMRMC or CDMRP: Conflict of Interest Disclosure Form, DSP-05 USAMRMC/CDMRP is required with each grant application where UF will be the recipient or a sub-recipient of funding from the United States Army Medical Research and Materiel Command (USAMRMA) or from the Congressionally Directed Medical Research Program (CDMRP).

Proposal Related Forms

Award Compliance Form (ACF)

  • Award Compliance Form: This form is required to be completed for each new agreement, award, supplement, modification, and renewal.

UFIRST Award Modifications – Add Budget, No Cost Extensions, Request Additional Projects

  • All requests for an Award Modification must be made using UFIRST – Award Modification functionality. DSP will receive the request and take the appropriate action. Many modifications can be approved by DSP, while other modifications require sponsor approval. For mods that require sponsor approval please attach to the UFIRST-Award Modification request the document that will be sent to the sponsor.
  • In UFIRST-Awards there are eight Modification Types
    • Financial (example: adding budget release, request a temp, create new projects)
    • Dates (example: No Cost Extension)
    • Personnel (example: change PI)
    • Terms and Condition (example: update UFIRST T&Cs)
    • Compliance  (example: update IRB and IACUC information)
    • Early Termination
    • Project Demographics (example: update Title, IDC Center, Project Type)
    • Award Demographics (example: change Sponsor Name, Responsible Unit)

Carryover Request Template


      • CAS Exemptions

Notification of Departing PI

Transferring / New Investigator at UF

        • web version (1) Links to common resources and (2) a form to connect new investigators with applicable compliance offices.

Template Research Agreements

These template Research Agreements are most commonly used with our non-federal (industry) sponsors.

        • word Standard Research Agreement
        • word Standard Research Agreement Amendment
        • word University of Florida Industry Partnerships (UFLIPS) Research Agreement
        • word University of Florida Industry Partnerships Research Agreement Modification
        • word Florida High Tech Corridor (FHTCC) Standard Research Agreement
        • word Simple Fixed Fee Research Service Agreement
        • word Standard Clinical Trial Agreement

SBIR or STTR Subcontract; used by small business who will be subcontracting to UF under their prime federal SBIR or STTR award

        • word SBIR Template Subcontract
        • word STTR Template Subcontract
        • word STTR Allocation of Intellectual Property Rights Agreement

NDA, Teaming Agreement, MTA, Data Use Agreement

        • word Template Non-Disclosure Agreement
        • word Template Teaming Agreement
        • link Material Transfer Agreements are handle by the Office of Technology Transfer
        • pdf Data Use Agreement

Invention Report Forms

        • link Report a New Discovery

Outside Activity Forms

        • pdf Outside Activity and Related Financial Conflict of Interest Forms


        • pdf Approval Pending Form
        • pdf Verification of Investigator Name Form


        • link Unaffiliated research request to conduct human subjects research at UF

Fund 214 Check Deposit Log

        • excel Fund 214 Check Deposit Log

Outgoing Subawards

        • word UF Standard Subcontract

Sponsor Code Requests

        • form Sponsor Code Request Form