Forms & Templates

UFIRST Proposal and Agreement Approval System

Beginning March 23, all proposals for sponsored funding will be routed for University approvals using UFIRST. UFIRST replaces the DSP-1 form, the Peoplesoft Express and Peoplesoft grants workflow system.

PHS and NSF FCOI Disclosure Forms, USAMRMC and CDMRP COI Disclosure Forms

FCOI and COI Forms must be completed by all Investigators as defined below and upload to the UFIRST-Proposal record. The UFIRST proposal will not be submitted to DSP without the FCOI/COI Forms uploaded for all required.

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.

Federal Funding:

  • PHS 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 (HHS, PHS, NIH, HRSA, FDA, SAMSA, AHRQ, CDC, CMS).
  • 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).

Non Federal Funding:

Proposal Related Forms

Award Compliance Form (ACF) (implemented campus wide effective Feb 1, 2016)

  • Award Compliance Form: This form is required to be completed and returned to DSP for each new award, supplement, modification, and renewal. The NOA will not be released until the ACF form is completed and returned.

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)

FDP Form – Pre-Award Costs, Temp Release, No Cost Extension

  • pdf   Internal UF Prior Approval Request Form
  • link  Request a No Cost Extension
  • link  Request Pre-Award Costs on Federal Grants
  • link  Request a Temporary Release of Funds

Carryover Request Template

    • docx 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

    Template Subaward Documents

    Subaward Agreement Forms

    As a member of FDP, UF uses to the widest extent possible the FDP Subaward Templates. These templates were designed to expedite review among FDP member institutions.  However, non-FDP members institutions may also use the templates. The templates are considered an ongoing FDP demonstration.

    Attachment 2 – Continuation – State of Florida Specific Requirements

    • word State of Florida Specific Requirements

    Subaward Amendment; (i.e. adding funds, adding time)

    Subaward Agreements with International Collaborators

    Please note that these templates are boilerplates and will be revised according to UF’s policies and in accordance with the needs and location of the research project, etc.

    Template Subcontract Documents

    UF Standard Subcontract; used by UF when subcontracting with 1) non-federal funds and 2) under a federal contract, not a grant.

          • word UF Standard Subcontract

    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 Outgoing Subaward Set Up Form

    Sponsor Code Requests

          • form Sponsor Code Request Form