OSRA Forms & Templates
All forms can be viewed and printed as PDF documents (Adobe Acrobat Reader required).
If you need help completing forms contact the Office of Sponsored Research Administration (OSRA).
Downloads and Links
| Form name | Description | Download Link |
| Addendum to Outside Consulting Agreement | Outside Consulting Agreements are considered to be personal arrangements between the WCM faculty member and the Company. WCM University Counsel requires this non-negotiable Addendum be signed by the Company and incorporated into the faculty member’s Outside Consulting Agreement. | Adobe PDF |
| Advance Account Request Form | As described in the form, this is for new and competing grants where an award notice is pending release from the Sponsor or processing is otherwise delayed. Submit request to initiate the set-up of a new account in order to commence work and allocate expenditures appropriately. Advanced accounts can only remain active for 90 days from the budget period start date. | Adobe PDF |
| Annual Compliance Checklist | This form is required annually for all non‐competitive award years that do not require a formal progress report or signed subaward amendment. |  Adobe PDF |
| Budget Template - OSRA | OSRA's Standard Budget Template establishes a uniform model for use across all sponsored research funding. Use of this template will greatly assist OSRA as they review budgets and create accounts in SAP. |  Microsoft Excel |
| Carryover Request Template Letter | Microsoft Word | |
Confidentiality Agreements Template A: Outside Entity to Faculty/Investigator CDA Template B: Cornell to Outside Entity CDA | Template A: This template should be used when the sponsor of a potential study is providing confidential information to a WCM scientist/investigator. Template B: This is template should be used when a WCM scientist/investigator is providing confidential information to a potential sponsor. | Microsoft Word |
| Consulting Agreement Template | A consulting agreement is required for consulting services budgeted on a sponsored project. The attached agreement is a non-negotiable template to be signed by individuals outside WCM with the role of consultant on a funded sponsored project. |  Microsoft Word |
| DHHS Rate Agreement | Adobe PDF | |
| Dissemination Plan Template | This template should be used by investigators submitting a human subjects/clinical trial proposal to NIH using Forms F. | Microsoft Word |
| Effort Reduction Template | For all grants where an effort reduction approval is being requested from the Sponsor. For NIH, effort reductions greater than 25% should be submitted for key personnel named in the Notice of Award. For subawards and other Sponsors, follow the prime/sponsor agreement or notice of award guidelines. | Microsoft Word |
| Foreign Exchange Risk Acceptance | This form must be completed for any sponsored agreements with foreign sponsors that require the funding remain in a foreign currency. | Adobe PDF |
| Human Subjects Protection Training Verification Form | The Human Subjects Protection Training form is completed to confirm that all WCM key personnel listed on a sponsored research project have completed the CITI "Biomedical Research Investigators and Key Personnel Course" web-based training. | Adobe PDF |
| Incoming Transfer Checklist | The incoming transfer checklist should be completed for all incoming faculty that will be transferring any award from their prior institution to WCM. Complete a separate checklist for each award transferring and submit to the Office of Sponsored Research in order to initiate the change of grantee application process. | Adobe PDF |
| Material Transfer Agreement (MTA) - Simple Letter Agreement (SLA) | Microsoft Word | |
| First No Cost Extension Request Form | This form should be completed for active grants that have the authority to request a one-time no cost extension without sponsor approval. | Adobe PDF |
| No Cost Extension Letter Template | This letter template can be utilized for all no cost extension requests that require prior approval from the sponsor. | Microsoft Word |
| Other Support Checklist | Internal other support checklist to aid departments and faculty in the completion of the new NIH other support template. | Microsoft Excel |
| Outgoing Transfer Tracker | The outgoing transfer tracker should be utilized by department staff when an investigator transfers from WCMC to another institution and requests continued support for a previously approved project at the new location. | Microsoft Excel |
| Request for Reduction in Indirect Costs | Weill Cornell Medicine’s policy is that sponsors of research cover all costs of the project, direct and indirect. WCM’s indirect cost rate per our federal agreement is 69.5%. Complete this form to submit a request for consideration of an exception to the rate specified in the policy. | Adobe PDF |
| Scope of Work Form | If a sponsored research project’s scope of work will involve any existing intellectual property and/or is likely to generate intellectual property, please indicate the details on the Scope of Work form. This form should not be used for subawards and consortiums where a scope of work is required. | Adobe PDF |
| Statement of Intent to Establish a Consortium Agreement | A statement of intent form is required for all subcontract sites participating on a WCM grant application. Please have the form completed and signed by your collaborator's central business office. | Adobe PDF |
| Subrecipient Profile Questionnaire | Adobe PDF | |
| W-9 Form | Adobe PDF | |
| WBS Element Request Form | The purpose of this form is to ensure that all WBS elements (for new, competing and supplemental applications) are created with the appropriate levels of SAP access. | Adobe PDF |