Sponsored Research

The UCLA Technology Development Group (TDG) handles various agreements involving research funded at UCLA by for-profit industry sponsors. If your research will involve interactions with and funding from industry sponsors, our Industry Contract Officers will help with the process.

Our Officers are here to assist you from beginning to end - from proposal submission to post award processing. We negotiate a variety of research agreements with industry, ranging from subcontracts based upon federal government awards received by industry (including SBIRs and STTRs) to confidentiality agreements to multi-million dollar sponsored research agreements.

More information regarding the specific types of agreements handled by UCLA TDG including instructions on how to get started, relevant forms, and UC policies governing industry sponsored research can be found below.

Department Assignments

Quick reference to identify the Industry Contract Officer who handles proposals and awards for your Department.

Anderson School of Management

Amy Warder
amy.warder@tdg.ucla.edu
310-794-0551

Arts and Architecture

Tara Davidoff
tara.davidoff@tdg.ucla.edu
310-794-3671

Dentistry

Kathy Wrobel
kwrobel@tdg.ucla.edu
310-794-0401

Education/Continuing Education

Kathy Wrobel
kwrobel@tdg.ucla.edu
310-794-0401

Engineering and Applied Sciences

Amy Warder
amy.warder@tdg.ucla.edu
310-794-0551

  • Electrical Engineering

Brian Roe
broe@tdg.ucla.edu
310-983-3408

  • Bioengineering
  • Chemical Engineering
  • Civil & Environmental Engineering
  • Computer Science
  • FAME/FENA/TAMNS/WIN Centers
  • Institute of Technology Advancement
  • Materials Science Engineering
  • Mechanical & Aerospace Engineering
  • Smart Grid Research Center

Letters and Science - Social Sciences/ Humanities

Amy Warder
amy.warder@tdg.ucla.edu
310-794-0551

Letters and Science - Physical Sciences

Brian Roe
broe@tdg.ucla.edu
310-983-3408

  • California Nanosystems Institute

Amy Warder
amy.warder@tdg.ucla.edu
310-794-0551

  • Atmospheric and Oceanic Sciences
  • Chemistry & Biochemistry
  • Earth and Space Sciences
  • Mathematics
  • Office of AVC Information Technology
  • Physics and Astronomy
  • Statistics
  • All other L&S - Physical Sciences Departments

Letters and Science - Life Sciences

Kathy Wrobel
kwrobel@tdg.ucla.edu
310-794-0401

  • Integrative Biology and Physiology
  • Molecular, Cell and Developmental Biology
  • Physiological Science
  • Psychology
  • All other L&S - Life Sciences Departments

School of Law

Tara Davidoff
tara.davidoff@tdg.ucla.edu
310-794-3671

Medicine - Basic Science

Karla Zepeda
kzepeda@tdg.ucla.edu
310-206-5202

  • Biological Chemistry
  • Biomathematics
  • Human Genetics
  • Institute for Molecular Medicine
  • Molecular and Medical Pharmacology 
  • Neurobiology
  • Physiology

Tara Davidoff
tara.davidoff@tdg.ucla.edu
310-794-3671

  • Microbiology, Immunology and Molecular Genetics (MIMG)

Medicine - Clinical Departments

Karla Zepeda
kzepeda@tdg.ucla.edu
310-206-5202

  • Hematology-Oncology 
  • Pathology & Laboratory Medicine
  • Radiation Oncology
  • Radiological Sciences

Kathy Wrobel
kwrobel@tdg.ucla.edu
310-794-0401

  • Neurology
  • Opthamology
  • Psychiatry and Biobehavioral Sciences

Tara Davidoff
tara.davidoff@tdg.ucla.edu
310-794-3671

  • Anesthesiology
  • Cardiology
  • CARE Center
  • Center for Human Nutrition
  • Clinical Epidemiology & Preventative Medicine
  • Clinical Immunology and Allergy (CIA)
  • Dermatology 
  • Emergency Medicine
  • Endocrinology
  • Family Medicine
  • Gastroenterology
  • General Medicine and Health Sciences
  • Geriatrics
  • Infectious Disease
  • NanoMedicine
  • Nephrology
  • Obstetrics & Gynecology
  • Pediatrics
  • Pulmonary Disease
  • Rheumatology
  • Urology

Medicine - Neuropsychiatric Institute/Semel Institute

Kathy Wrobel
kwrobel@tdg.ucla.edu
310-794-0401

 Medicine - Surgery

Karla Zepeda
kzepeda@tdg.ucla.edu
310-206-5202

  • Crump Institute for Molecular Imaging

Kathy Wrobel
kwrobel@tdg.ucla.edu
310-794-0401

  • Center for Health Promotion & Disease Prevention
  • Institute for Genomics and Proteomics
  • Jules Stein Eye Institute
  • Liver and Pancreatic Transplant
  • Neurosurgery
  • Orthopedic Surgery
  • Vascular Surgery
  • All Other Surgery Department

Nursing

Brian Roe
broe@tdg.ucla.edu
310-983-3408

Public Affairs/Public Health

Brian Roe
broe@tdg.ucla.edu
310-983-3408

Theater, Film & Television

Tara Davidoff
tara.davidoff@tdg.ucla.edu
310-794-3671

All Other Departments

Brian Roe
broe@tdg.ucla.edu
310-983-3408

Awards and Agreements

This section identifies the process and internal requirements associated with each type of industry-sponsored activity managed by the UCLA TDG. Each of the sections below provides specific background for each contract type as well as instructions for how to prepare and submit the appropriate internal proposal documents. Please don't hesitate to contact your Industry Contract Officer at any time for assistance.

Sponsored Research Agreement

What is It?

A formal agreement between UCLA and an outside for-profit entity or corporate foundation to cover the full costs (direct and indirect costs) of a basic or applied research project in accordance with a mutually agreed upon scope of work. 

  • The University of California Office of the President has mandated that a Sponsor must cover the full direct and indirect costs of the project in order to receive full access to the data and results of the research and an opportunity to license any inventions that might result.
  • If a Sponsor is making a direct payment of private funds for the purpose of a specific research project - regardless of whether the Sponsor calls it a grant, a contract, or anything else - you’re in the right place.

Getting Started

  • The Investigator and the Sponsor agree on a scope of work
  • A budget is crafted to cover all costs of the scope of work

What Do We Need From You?

The submission of the following basic internal proposal documents must be submitted no later than five business days from the date of any submission deadline.

Negotiations on the Agreement cannot begin until these documents are submitted. The information provided in these documents will dictate what terms are needed in the Agreement, assist our office in negotiations with the Sponsor, and assure that all potential compliance and conflict of interest issues are identified and addressed.

Required Proposal Documents:

  1. Industry Sponsored Research Proposal Checklist
  2. ePASS (formerly "Goldenrod")
  3. Budget
  4. Scope of Work
  5. Financial Disclosure Forms

Please submit an original signature copy of the Form 700U to your Industry Contract Officer as soon as possible. Your award will not be processed without an original signature copy of this document. Prior to execution of any award document, our office must be in receipt of all required UCLA internal approvals, including approvals from

Contact

Send your proposal documents to your Industry Contract Officer.

Government Flow-Through Subcontract

What is It?

A formal agreement between UCLA and an outside for-profit entity for UCLA to serve as a subcontractor to that entity on an award it receives from a federal or state agency. After a proposal is approved by the granting agency, a subcontract would be consummated between the outside entity and UCLA to address the relevant contractual terms and fund the direct and indirect costs of UCLA’s portion of the research project in accordance with a mutually agreed upon scope of work and corresponding budget. 

A Special Note About SBIR/STTR Proposals

The Small Business Innovation Research (SBIR) Program was instituted by the federal government in 1982 and sets aside a portion each year of all federal research expenditures specifically for small businesses. The Small Business Technology Transfer (STTR) Program was set up under similar circumstances for technology-specific programs. 

Any involvement by UCLA in the SBIR or STTR programs would be as a subcontractor to a small business receiving the grant from the federal agency. UCLA is not a small business and is therefore not eligible to apply directly to the federal government for funding under either of these programs.

What Do We Need From You?

All subcontract proposals require official review and endorsement from UCLA TDG at the proposal stage. Officers will not begin formal contract negotiations with sponsors until draft copies of all documents listed below are received by our office.

Proposal documents must be submitted no later than five business days from the date of any proposal submission deadline. 

Required Proposal Documents:

  1. Industry Sponsored Research Proposal Checklist
  2. ePASS  (formerly "Goldenrod")
  3. Budget
  4. Scope of Work
  5. Financial Disclosure Forms
  6. Department Chair and Academic Dean Letter Acknowledging Review and Approval of the Research Plan (For SBIR/STTR Proposals Only - See "Special Note" Below)

Please submit an original signature copy of the Form 700U to your Industry Contract Officer as soon as possible. Your award will not be processed without an original signature copy of this document.

A Special Note About SBIR/STTR Proposals

The Vice Chancellor of Research has issued specific guidance for faculty participation in any SBIR or STTR proposal. It is important you review this guidance for details about the special UCLA-specific proposal requirements for this program as soon as you become aware of an upcoming SBIR/STTR proposal. 

Special review by the Department Chair and the Academic Dean is required for each prospective proposal before proposal materials can be submitted to OIP-ISR.

Contact

Send your proposal documents to your Industry Contract Officer.

*If there are pending deadlines for your subcontract proposal, please indicate the due date in the subject line of the email

Individual Fellowships

What is It?

An agreement between UCLA and a Sponsor to support the participation of a named undergraduate or graduate student in a fellowship program. The sole purpose of this activity type is to provide funds for stipend support and associated educational costs and fees.  

What Do We Need From You?

Required Proposal Documents:

  1. Industry Sponsored Research Checklist
  2. ePASS (formerly "Goldenrod") - The "Proposal Title" should reference the name of the Individual Fellow(s) that is to receive support under this award.
  3. Budget - Clearly identify stipend support and dependent allowances for the named fellow(s). No other incidental costs may be included. If “Individual Fellowship” criteria met, no indirect/overhead costs need to be accessed against these direct costs (See UC Contract and Grant Manual Section 8-370.6) Even if the award document/contract from the Sponsor is titled “fellowship,” any disbursements for salaries, wages, honoraria or other costs are subject to the standard indirect/overhead cost rate and cannot be processed as an “Individual Fellowship.”
  4. Scope of Work - Provide brief description of the fellowship program

Contact

Please contact your Industry Contract Officer.

Training/Instruction

What is It?

An agreement between UCLA and a Sponsor to support programming related to the training or instruction of UCLA students and/or employees in research or the techniques or practices pertinent to a particular academic discipline. Awards and proposals which require both the development of training materials and the conduct of training as part of the same award should be identified as Training/Instruction. This is to be distinguished from "Other Sponsored Activities/Public Service," which involves similar programs directed to external, non-UCLA participants.

What Do We Need From You?

The submission of the following basic internal proposal documents must be submitted no later than five business days from the date of any submission deadline.

Negotiations on the Agreement cannot begin until these documents are submitted. The information provided in these documents will dictate what terms are needed in the Agreement, assist our office in negotiations with the Sponsor, and assure that all potential compliance and conflict of interest issues are identified and addressed.

Required Proposal Documents:

  1. Industry Sponsored Research Checklist
  2. ePASS (formerly "Goldenrod")
  3. Budget (please note the reduced indirect/overhead cost rate for this activity as set forth in the Cost Rate Agreement)
  4. Scope of Work
  5. Financial Disclosure Forms

Please submit an original signature copy of the Form 700U to your Industry Contract Officer as soon as possible. Your award will not be processed without an original signature copy of this document.

Contact

Please contact your Industry Contract Officer.

Other Sponsored Activities (Public Service)

What is It?

An agreement between UCLA and a Sponsor to support a project where UCLA is to provide the benefits of scholarly or professional training or services to individuals or sponsor-designated recipient groups external to the University. This is to be distinguished from "Training/Instruction," which involves similar programs directed to UCLA participants only.

What Do We Need From You?

The submission of the following basic internal proposal documents must be submitted no later than five business days from the date of any submission deadline. 

Negotiations on the Agreement cannot begin until these documents are submitted. The information provided in these documents will dictate what terms are needed in the Agreement, assist our office in negotiations with the Sponsor, and assure that all potential compliance and conflict of interest issues are identified and addressed.

Required Proposal Documents:

  1. Industry Sponsored Research Checklist
  2. ePASS (formerly "Goldenrod")
  3. Budget (please note the reduced indirect/overhead cost rate for this activity as set forth in the Cost Rate Agreement)
  4. Scope of Work
  5. Financial Disclosure Forms

Please submit an original signature copy of the Form 700U to your Industry Contract Officer as soon as possible. Your award will not be processed without an original signature copy of this document.

Contact

Please contact your Industry Contract Officer.

Equipment Loan Agreement

What is It?

A formal agreement between UCLA and an outside for-profit entity to secure the temporary loan of Inventorial Equipment for use in a research project or projects in accordance with a mutually agreed upon scope of work.

  • "Inventorial Equipment" is defined as a tangible item with a useful life of at least 1 year (meaning the item is not disposable or consumable) with an acquisition cost/value of $5,000 or greater.
  • Please note that upon successful completion and signature of the Equipment Loan Agreement, it is necessary for you to follow your appropriate department procedures to make sure the loaned equipment is entered into the Asset Management System (AMS). For more information about AMS or questions about the AMS process please contact Equipment Management.

What Do We Need From You?

The submission of the following basic internal proposal documents must be submitted no later than five business days from the date of any submission deadline. Negotiations on the Agreement cannot begin until these documents are submitted. The information provided in these documents will dictate what terms are needed in the Agreement, assist our office in negotiations with the Sponsor, and assure that all potential compliance and conflict of interest issues are identified and addressed.

Required Proposal Documents:

  1. Industry Sponsored Research Proposal Checklist
  2. ePASS (formerly "Goldenrod")
  3. Scope of Work
  4. Financial Disclosure Forms

Please submit an original signature copy of the Form 700U to your Industry Contract Officer as soon as possible. Your award will not be processed without an original signature copy of this document.

Contact

Send your proposal documents to your Industry Contract Officer.

No Cost Time Extension

What is It?

An agreement between UCLA and a Sponsor to extend the effective period of performance on an award that is approaching its end date without adding any additional cost.  This allows for work to be completed where the original funding was sufficient but for whatever reason more time is needed to complete the work. These may also be known as a No Cost Extension or NCTE.

What Do We Need From You?

As soon as you are made aware of the need for an extension please verify that any Office of the Human Research Protection (OHRPP) or Office of Animal Research Oversight (OARO) approval that was obtained at the outset of the project has an effective date that covers this extension to the project. If an extension is necessary this must be completed before our office is able to assist with the No Cost Extension. Evidence of current OHRPP and/or OARO approval is required before the extension can be processed.

There is not a uniform process for No Cost Extensions; Some Sponsors are comfortable with a simple email confirming the extension while others prefer a formal amendment to the original Agreement.

  • If the Sponsor wants to use an email to consummate the extension, this email must:
  1. Come from an authorized signatory of the Sponsor, if not the original signatory to the Agreement
  2. Identify the original Agreement in some manner - institutional number, fund number, project title, etc
  3. Specify both the original start date and the new end date
  • If the Sponsor prefers to utilize a formal amendment to the original Agreement, please contact the Industry Contract Officer assigned to your department who can negotiate this on your behalf.

Contact

Please contact your Industry Contract Officer.

Confidential Disclosure Agreement (CDA)

What is It?

A Confidential Disclosure Agreement or CDA - also known as a Non-Disclosure Agreement (NDA) or a Proprietary Information Agreement (PIA) - is a formal agreement between UCLA and an outside entity that protects the confidential information generated at UCLA and/or that of our outside collaborators.  Each party agrees to keep the other party's information confidential and only use the information for the intended purpose covered by the CDA. Two of the most common types of CDA are:

One-Way CDAs

  • In one-way CDAs only one party is receiving the confidential information.
  • The receiving party agrees to keep the disclosing party’s information confidential and to use the information only for the intended purpose.
  • The receiving party must be careful that only their non-confidential information is being disclosed, as the disclosing party is not obligated to keep such information confidential.
  • One-way CDAs are the most common of these types of Agreements as it is normally a Sponsor or potential Sponsor disclosing its confidential information to UCLA.  With a few exceptions, UCLA does not maintain confidential information.

Mutual CDAs

  • In mutual or bi-lateral CDAs, both parties are receiving confidential information.
  • Both parties agree to keep the other party's information confidential and to use the information only for the intended purpose.
  • Used when UCLA confidential intellectual property is being shared.

Why Do You Need a CDA?

If you plan to disclose your confidential research ideas or a potentially patentable invention to an outside collaborator, a CDA is essential for ensuring the non-public nature of the disclosure and protecting against the possible loss of patent rights.  

A CDA will allow outside parties to freely share their confidential methods or technology for the purpose of evaluating the potential for a future research relationship.

When the purpose is evaluation of a future research relationship, CDAs may be precursors to other types of formal research agreements:

Sponsored Research, Material Transfer, or Unfunded Collaboration Agreements 

  • A for-profit collaborator may want to send you proprietary materials or disclose confidential information for the purposes of evaluating a potential research study that they intend to fund.
  • A collaborator may want to enter into a CDA prior to sending you certain proprietary research materials (including software, data, etc.)
  • Additionally, you and/or the collaborator may need to disclose confidential information under a CDA for the purpose of evaluating a potential unfunded research collaboration.
  • If a CDA is a precursor to any of the above, you are in the right place - please scroll down to "What We Need From You"

Clinical Trial Agreements

Consulting Agreements

What Do We Need From You?

Please submit a Request for Confidentiality Agreement Form

Clinical Trial Agreement

What is It?

Like a Sponsored Research Agreement, this is a formal agreement between UCLA and an outside entity to cover the full costs (direct and indirect) of a research project in accordance with a mutually agreed upon scope of work.

Contact

  • If the clinical study is (i) funded directly from a private, for-profit company or (ii) is an in-bound subcontract from a non-profit with an industry sponsor as the prime funding source, and falls under UCLA's Definition of Clinical Research, please contact the Officer from the UCLA School of Medicine Clinical Trial Administration Office (CTAO) assigned to assist your department.
  • If the clinical study is funded directly from a state or federal agency or by a non-profit, please contact the officer from the Office of Contract and Grant Administration assigned to assist your department.
  • If UCLA is receiving funding for the study as a subcontractor of a private, for-profit company that is funded by a state or federal agency or by a non-profit please refer to the Flow-Through Subcontracts Section of our website.

ISR Forms and Policies

Provides direct links to the individual internal proposal documents required to begin the process and identifies the underlying policies that implement each document.

ePASS (Extramural Proposal Approval and Submission Summary)

Form

The "Extramural Proposal Approval and Submission Summary" (commonly known as the "ePASS") is the UCLA internal form used for the review of applications or proposals submitted to extramural funding agencies. This form is for internal campus use only and will not be forwarded to the Sponsor.

Policy 900

  • UCLA Policy 900 sets forth the eligibility requirements of a Principal Investigator (PI) at UCLA.
  • Eligible PIs are able to submit a proposal for extramural support for a research, training, or public service project assume and primary responsibility for the scientific, technical, and administrative conduct and reporting of the project, including financial matters. The OCGA Investigator Directory has a search tool to find out if your PI has Policy 900 Status.
  • If your PI does not have Policy 900 Status the individual is not automatically eligible to submit a proposal for extramural support nor assume responsibility for the direction of a research project. To do so a request for an exception, approved by the Dean, Vice Provost, or other high level campus official to whom authority to approve exceptions has been delegated (see UCLA Delegation of Authority 201.07), must be forwarded to UCLA TDG with each request for extramural support.
  • Check with your department fund manager for example request letters. 

Research Safety and Animal Welfare Administration (RSAWA)

  • UCLA Policy 990 details the standards for the care and use of Laboratory Animal Subjects in research, testing, and teaching.
  • The Chancellor's Animal Review Committee (ARC) includes an independent research review committee mandated by the Animal Welfare Act and the PHS Policy on Humane Care and Use of Laboratory Animals.
  • The ARC, through the experience and expertise of its members, is charged with the responsibility to oversee the entire animal care and use program at UCLA. Additional information can be found on the ARC website.

Please note that ARC approval must be submitted to your Industry Contract Officer before the Agreement can be signed.

Human Research Protection Program

  • UCLA Policy 991 summarizes the responsibilities of UCLA administration, its Research Investigators and its Research Affiliates for the appropriate conduct of Human Subjects Research, and for compliance with all related federal regulations and local policies.
  • The Office of the Human Research Protection Program (OHRPP), formally known as the Institution Review Board or IRB, serves as the administrative arm for federally mandated compliance committees responsible for reviewing all research protocols that involve the use of human subjects. Additional information can be found on the OHRPP website.

Please note that OHRPP approval must be submitted to your Industry Contract Officer before the Agreement can be signed.

Financial Disclosure Forms

UCLA Conflict of Interest Policy

  • Under UCLA Policies 150 and 925, the Principal Investigator and all other UCLA Investigators who share responsibility for the design, conduct or reporting of research must disclose their personal financial interests in any organization(s) that will fund or support research or that is an intermediary acting for the entity funding or supporting the research.
  • Disclosure is Required:
    • Any time a proposal is submitted
    • When changes to financial interest(s) occur, or
    • When a new Investigator is added to a project for which disclosure is required

What Financial Disclosure Forms Do You Need to Use?

Award Type Forms Needed
  • Industry Sponsored Research
  • Phase I SBIR/STTR Government Flow-Through Subcontracts
  • Training/Instruction
  • Other Sponsored Activities
  • Equipment Loan
  • 700U and 700U Addendum
  • All Federal Flow-Through Subcontracts (except Phase I SBIR/STTR)
  •  Individual Fellowships

None

 

UCLA Form 700U

UCLA Form 700U Addendum

  • The Principal Investigator should use this form to document any other individuals not serving as a Principal Investigator who share responsibility for the design, conduct, or reporting of research. 
  • If there are no such individuals the Principal Investigator must mark this fact accordingly and still sign and submit UCLA Form 700U Addendum.
  • Form 700U Addendum (PDF)

UCLA Form 700U Supplement

  • In the event that the Principal Investigator, other investigators, or any other personnel have identified a positive conflict disclosure this form must be used to describe the conflict and provide information used by the UCLA Conflict of Interest Review Committee to determine whether the conflict can be managed and if the research may proceed.
  • Form 700U Supplemental (PDF)

UCLA Form 740

  • Under UCLA Policy 925, the Principal Investigator and all other UCLA Investigators who share responsibility for the design conduct, or reporting of certain sponsored projects must report their personal financial interests in any organization(s) that, to the best of the Investigator’s knowledge, may have a significant impact on the conduct of this research or might benefit from the anticipated results of the proposed project.
  • Form 740U (PDF)

UCLA Form 740 Supplement

  • In the event that the Principal Investigator, other investigators, or any other personnel have identified a positive conflict disclosure in the Form 740 this form must be used to describe the conflict and provide information used by the UCLA Conflict of Interest Review Committee to determine whether the conflict can be managed and if the research may proceed.
  • Form 740 Supplement (PDF)

Please note that in the event a positive conflict is disclosed, UCLA Form 700U Supplement must be included for each individual that identified a positive disclosure in either the UCLA Form 700U, UCLA Form 700U Addendum, or UCLA Form 740

Budget

Background

  • The UC Office of the President has issued specific policies stating that all costs of a research project (including direct and indirect costs) must be covered by a Sponsor in order for the Sponsor to receive full rights to license inventions and access data and results produced in the conduct of sponsored research.
  • On May 3, 2017 the University of California and the United States Department of Health and Human Services (the responsible Federal audit agency) entered into a new facilities and administrative (F&A, also known as indirect cost or IDC) Cost Rate Agreement for the Los Angeles campus. This agreement establishes facilities and administrative cost rates for the period of July 1, 2017 through June 30, 2019.
  • The on-campus research rate is:
    • 7/1/2017 – 6/30/2018: 55%
    • 7/1/2018 – 6/30/19: 56%
  • The off-campus research rate currently in effect is 26%. For assistance in determining whether the project qualifies for the off-campus research rate please see the rate guidance found here.

How to Determine the Appropriate F&A/IDC Amount - Calculating MTDC

  • All of these F&A/IDC rates are applied to the Modified Total Direct Cost (MTDC) base.
  • MTDC consists of all salaries and wages, fringe benefits, materials and supplies, services, travel and the first $25,000 of each subaward (whether a subgrant or subcontract) regardless of the period covered by the subaward.
  • Equipment (defined as a tangible item with a useful life of at least one year and an acquisition cost of $5,000 or more per unit), alterations and renovations, charges for patient care and tuition remission, space rental costs, scholarships and fellowships, as well as the portion of each subaward in excess of $25,000 are excluded from the MTDC calculation.
    • Please note that if the subaward is issued to another UC campus, the full amount of the subaward is excluded from the MTDC calculation

What Are F&A/IDC Used For?

Covers actual expenses incurred in the conduct of the research.  These include:

  • Building and equipment use
  • Depreciation
  • Operation and maintenance of facilities
  • Departmental administration
  • Student services
  • Academic support offices

Sample Budget Template

  • While no specific form that is required, the submitted budget should break down the total award by major cost category, detail some level of percentage effort and salary for the Principal Investigator, and include the appropriate F&A/IDC amount in accordance with the above.
  • Sample Budget Template (excel)
Industry Sponsored Research Proposal Checklist
  • An internal document required for the processing and negotiation of all Sponsored Research Agreements. 
  • This Checklist allows your Industry Contract officer to identify and address any potential issues or conflicts and serves to identify and document each aspect of the proposal that you will submit.
  • Industry Sponsored Research Proposal Checklist (PDF)
Request for Confidential Disclosure Agreement
  • An internal document required for the processing and negotiation of all Confidential Disclosure Agreements. 
  • This form should be filled out using your Adobe Reader program and electronically submitted using the auto submit button at the bottom of the form.
  • For more information about Confidential Disclosure Agreements (also known as a Non-Disclosure Agreements or a Proprietary Information Agreements), please visit the Confidential Disclosure Agreement section of our website.
  • Request for Confidential Disclosure Agreement (PDF)