Forms and Downloads

Forms and downloads related to proposal development and award management at UWM. If you are unable to locate a specific resource Please contact the Office of Sponsored Programs.

Award Acceptance/Management

Form or Download Instructions/Notes
Account Backstop Request (WISPER System) If a PI needs to spend funds for an award prior to receipt of the official award, an Account Backstop allows charges against a project in the absence of official documentation. The Principal Investigator’s School/College/Division is liable for all charges allocated on an account backstop if the award is not finalized or accepted. PI’s may request an account backstop via WISPER.
Account Backstop Request (Paper) If a PI needs to spend funds for an award prior to receipt of the official award, an Account Backstop allows charges against a project in the absence of official documentation. The Principal Investigator’s School/College/Division is liable for all charges allocated on an account backstop if the award is not finalized or accepted. PI’s may request an account backstop via hard copy.
Direct Retro Funding Distribution (i.e., Salary Cash Transfer) There are certain limitations on fund transfers on sponsored projects. See UW System Administrative Policy 308: Budget Transfers. Work closely with the Post-Award Specialist assigned to your School/College/Division to handle these requests.
No-Cost Extension Under certain circumstances PIs may request a no-cost extension to defer the end-date of a project.

Compliance Forms

Form or Download Instructions/Notes
Animal Resource Center Forms Forms, downloads, and resources for researchers whose work includes research on animals at UWM.
Biological Safety and Health Forms For researchers who use biological agents, r-DNA, and transgenic vertebrate animals.
Human Research Protection Program/Institutional Review Board (IRB) for the Protection of Human Subjects Forms, downloads, and resources for researchers whose work includes research with human subjects.
Material Transfer Agreement This simple letter for transfer of materials template may be used for materials coming to UWM.
Invention Disclosure The UWM Research Foundation serves as the Technology Transfer Office for the University. Faculty, staff, and students with potential inventions to disclose must use the Inventor Portal.
Radiation Safety For researchers who use radioactive materials in research activities at UWM.
Significant Financial Interest Disclosure Form (SFID) Proposals to and awards from Public Helath Service (PHS) agencies require all key personnel to file an SFID every 12 months. SFID forms may be uploaded online.
Subcontractor Federal Conflict of Interest Documentation Form (Organizational) Required for subrecipients on UWM submissions to Public Health Service (PHS) agencies or those agencies that have adopted the PHS financial conflict of interest policy.
Subcontractor Federal Conflict of Interest Documentation Form (Individual) Proposals to and awards from Public Health Service (PHS) agencies require all key personnel to file an SFID every 12 months. This is ONLY required for those institutions that elect to use UWM‘s Financial Conflict of Interest policy.
Uniform Biological Material Transfer Agreement This template is used by most educational and non-profit entities for the transfer of biological materials to UWM.

Proposal Development

Form or Download Instructions/Notes
Budget Tool
(Updated 7-13-2017)
Enables researchers to develop accurate and compliant budgets for sponsored projects. The Tool is programmed with the latest rates for fringe benefits and salaries for research assistants. Researchers are strongly encouraged to use the tool to develop their budgets. Budgets must be attached to the relevant WISPER record to facilitate institutional review and approvals.
Differences between a National Science Foundation and National Institutes of Health Proposal [Bioengineering] Provides a general overview of the differences between an NSF and NIH proposal in bioengineering fields. Applicants MUST review their specific NSF Program Solicitation or NIH Funding Opportunity Announcement for detailed instructions on developing a proposal.
Differences between a National Science Foundation and National Institutes of Health Proposal [Social Sciences] Provides a general overview of the differences between an NSF and NIH proposal in social science fields. Applicants MUST review their specific NSF Program Solicitation or NIH Funding Opportunity Announcement for detailed instructions on developing a proposal.
Frequently Requested Information Standard institutional information for developing and submitting grant proposals.
Grants.gov Application Registration Form All principal investigators seeking to submit proposals via the Grants.gov system must be registered in the system. Please complete the Registration Form and return it to your Pre-Award Specialist.
Grants.gov Applicant Resources Resources for developing and submitting proposals via the Grants.gov. Faculty and staff should NOT register with Grants.gov–the Office of Sponsored Programs maintains UWM‘s Grants.gov account.
National Institutes of Health eRA Commons Registration Form All principal investigators and personnel on NIH-funded projects that have more than one person month of effort must have an eRA Commons account (including undergraduate and graduate students). Please complete the Registration Form and return it to your Pre-Award Specialist.
National Institutes of Health Proposal Checklist for New Proposals Provides a general overview of the requirements for submitting a new NIH proposal. Applicants MUST review their specific Funding Opportunity Announcement for deviations to the general proposal instructions.
National Institutes of Health Proposal Checklist for Renewal Proposals Provides a general overview of the requirements for submitting a renewal NIH proposal. Applicants MUST review their specific Funding Opportunity Announcement for deviations to the general proposal instructions.
National Institutes of Health Proposal Checklist for Resubmission Proposals Provides a general overview of the requirements for resubmitting an NIH proposal. Applicants MUST review their specific Funding Opportunity Announcement for deviations to the general proposal instructions.
National Science Foundation FastLane Registration Form All principal investigators seeking to submit proposals via the FastLane system must be registered in the system. Please complete the Registration Form and return it to your Pre-Award Specialist.
National Science Foundation Post-Doctoral Researcher Mentoring Plan All NSF proposals that request a post-doctoral researcher must include a mentoring plan.
National Science Foundation Proposal Checklist Provides an abbreviated, two-page overview of the requirements for submitting NSF proposals. Applicants MUST review their specific program solicitation for deviations to the general proposal instructions.
National Science Foundation Proposal Preparation and Submission Guide Provides a general, descriptive overview of the requirements for submitting NSF proposals, as well as the merit review criteria. Applicants MUST review their specific program solicitation for deviations to the general proposal instructions.
Proposal Submission and Preparation Checklist for Federal and Private Agencies Provides a general overview of the proposal components required for most federal and non-federal sponsors. This checklist it is not intended to be all-inclusive nor substitute a thorough review prior to submission to the sponsor.
Sample SF-424: Application for Federal Assistance Provides guidance for researchers developing standard federal grant application packages that require the SF-424 form.
Sample SF-424 R&R: Application for Federal Assistance Provides guidance for researchers developing standard federal grant application packages that require the SF-424 R&R form (including Public Health Service [PHS] agencies).
Statement of Intent to Enter into a Consortium Agreement UWM subrecipients must provide a signed Statement of Intent to Enter into a Consortium Agreement prior to proposal submission.
Tax Exemption Letter This letter will typically satisfy sponsor requirements regarding UWM‘s tax exempt status.
Wisconsin Proposal Electronic Routing (WISPER) System Information regarding the use of WISPER, UWM‘s system for routing proposals and awards for approval at various levels within the University.