Forms

Name	Description	Format
Advance Account Request Form	Authorize pre-award spending and establish a sponsored research account.	PDF
Cost Sharing Form	Identify funding sources for project costs borne by the University in support of a sponsored project.	Excel
Cost Transfer Form	Explain and justify the transfer of cost to a federal project.	Word
CUHS/IRB Human Subjects Research Forms	All forms used for the Committee on the Use of Human Subjects (CUHS/IRB)	Word
Debarment Certification Form	Certify that a signatory or contributor is not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from doing business by the federal government. Required for purchases greater than $25,000 charged to federal funds.	PDF
Effort Coordinator Report Form- Quarterly	This form is used to summarize monthly salary on a quarterly basis. Effort Coordinators must submit this form timely each quarter.	Word
Equipment Screening Report	Certify the purchase of equipment costing $50K or more with federal funds.	PDF
NIH Signature Form	Required Certification for all NIH applications, post-submission information, progress reports, and post-award prior approval requests	Word
Non-Harvard Investigator Financial Conflict of Interest Disclosure Form	Required disclosure for non-Harvard investigators on PHS, NSF, or PHS+ proposals and awards	PDF
Non-Harvard Investigator Financial Conflict of Interest Training Guide	Required training guide for non-Harvard investigators on PHS, NSF, or PHS+ proposals and awards	PDF
Participation Agreement in GMAS (login required)	Documents an intellectual property (patent/copyright) agreement. The form should be signed by all faculty, students, non-clerical staff, etc., who are supervising or working on research projects, especially sponsored projects. See the Office of Technology Development website for more information.	PDF
Participation Agreement- Visitors	Documents an intellectual property (patent/copyright) agreement. The form should be signed by all visitors who are working on Harvard research projects, especially sponsored projects. See the Office of Technology Development website for more information.	PDF
PI Rights Questionnaire	Application for the exceptional granting of Principal Investigator Rights. To be completed by the Chair of the Department or Director of the Center.	Word
Purchase Orders - Terms and Conditions Attachment A	Understand the regulations applicable to purchase orders issued under government contracts and grants.	PDF
Quarterly Effort Coordinator Report Form	see Effort Coordinator Report Form-Quarterly above	Word
Report of Invention (web-based)	Report inventions or discoveries that could have commercial value to the Office of Technology Development (formerly OTTL)	Web
Sale of Capital Equipment Notification	Notify OFAA of external sales of capital equipment assets in excess of $10,000 so that the appropriate entries can be made to the general ledger.	PDF
Signature Authority Form	This form authorizes department staff to sign equipment management forms	PDF
UPAS Form (University Prior Approval System)	Modify aspects of an award or secure authorization for pre-award spending (for federal grants only).	PDF
Vendor Justification / Price Verification Form	Record the steps taken to comply with regulations regarding purchases over $5,000 using federal funds.	PDF
Vendor Justification / Price Verification Form (writable PDF)	Record the steps taken to comply with regulations regarding purchases over $5,000 using federal funds. This is a writable PDF.	PDF

Forms

[Last modified: 06/28/13]