This page consists of a list of Pre Award resources. If you have any questions, you may access frequently requested information here or email spahsc@temple.edu.
Principal Investigator Eligibility
The policy of Temple University is that only full-time faculty members and designated administrative research positions may routinely serve as Principal Investigators on sponsored programs. Exceptions to this policy are available per this administrative regulation; requests for an exception may be made using the Temporary Principal Investigator Status Request. Read the PI Policy on the Research Administration Policies & Procedures page.
Internal Guidelines & Regulations
OVPR provides funding through recognizing outstanding and distinguished research and creative activity; supporting department recruitment efforts; accelerating research in centers, institutes, and museums; and offering competitive opportunities to receive funding for high-impact projects.
OMB Uniform Guidance for Grants
Working cooperatively with the grantmaking agencies and the grantee community, the Office of Management and Budget (OMB) leads the development of government wide policy to assure that grants are managed properly and that federal dollars are spent in accordance with applicable laws and regulations.
Check the OMB Website for policy information or instructions issued by OMB.
NSF Proposal and Award Policies and Procedures Guide (PAPPG)
NSF Proposal and Award Policies and Procedures Guide (PAPPG)
NIH Central Resource for Grants and Funding Information (Application Guide)
NIH Central Resource for Grants and Funding Information (Application Guide)
Tax Exemption Letter
Tax Exemption Letter (download)
Waiver Request System
Updated Guidance for 5 and 2 Day Waiver Requests
A PI can request a waiver through their Business Administrators which will then need to be approved by the Associate Dean for Research (or Dean designee) and then the Vice President for Research. Once all approvals are obtained, all interested parties are notified by the system and documentation is generated.
Waiver requests through email will be referred back to the system above.
Please refer to the memo dated May 16, 2024 for more information.
Grants, Forms, and Templates
- Faculty/Researcher Exit Checklist Form: PDF
- Request NIH Commons ID: Web Form
- Request NSF Fastlane ID: Online Account Registration
- Cost Sharing Documentation Agreement: PDF
- Advance FOAPAL Request Form: PDF
- Request for Principal Investigator Status Form: PDF
- Subrecipient Commitment Form: PDF
- Subcontract/Subaward Request Form: PDF
- Subcontract/Subaward Request Instructions: PDF
- 10 Percent DeMinimus Rate Template: PDF
- No Cost Extension Request Form: PDF
Budget Template
Excel [ZIP File]
Notes about the budget template:
- The white fields are unlocked and allow for data entry. Fields in gray or light yellow are calculations and locked.
- The salary cap is unlocked. It will default to either blank or the NIH cap for those projects; it can otherwise been populated for any salary cap that a sponsor may impose.
- The indirect rate is entered on Budget Year 1 under Sponsor Approved Costs in the header.
- All sub-awards institutions must be entered initially on Year 1, although they can have zero cost in any year. This is to ensure that the $25K F&A limit is properly calculated.
- Completed worksheets are to be placed in the “Temple Docs” tab in eRA.. Please save the final version as .xls format
DHHS Public Health Service
Subaward Processes & Forms
When Temple is the Prime recipient of external funding and the PI intends to establish a third-party relationship under that award, there are three types of relationships as defined below.
Subrecipient
This relationship exists when funding from a pass-through entity is provided to perform a substantial portion of the scope of work or objectives of the pass- through entity's award agreement with the…awarding agency. (A pass-through entity is an entity that provides an award to a subawardee to carry out a program.)
Vendor
Generally a dealer, distributor or other seller that provides, for example, supplies, expendable materials, or data processing services in support of the project activities.
Consultant
Experts outside the University hired to perform a service on the project for a short period of time. Consultants are not supervised by a university employee, they do not supervise any university employees, they do not have use of university facilities and resources, they take on a profit/loss risk, etc.
Establishing A Subrecipient Relationship
1. New Proposal Submissions
All subrecipient documents are due at the 5-day submission deadline. The budget may not change after the five day submission deadline.
All subrecipients documents should be uploaded to the ERA record, including:
Subaward Commitment Form
Statement of Work (SOW)
Budget and budget justification
Attachment 3B (only applies to Federal Subrecipient Awards)
Attachment 3B Subrecipient Contacts – Page 1 – rev. January 2020 (page 1 only)
Attachment 3B Subrecipient Contacts both pages – includes pages 1 and 2
Letter of Intent (LOI if required by sponsor)
Biosketches (if required by sponsor)
Other sponsor required documents
2. New Award Received
Email [click-for-email] to issue subaward agreement
If any information has changed on the Subaward Commitment Form or associated documentation, provide the revised version in the email
3. Progress Report
- Subaward progress should be incorporated into overall submission. No subaward documents are due to RA pre-award at this time
4. Continuing year prime award received. Once fully executed:
- Complete Subaward Handoff checklist 1for Amendment
- Email to [click-for-email] to issue amendment
- Include the ERA # in the email subject line
- If Carry Forward is and will or will not be granted to the subawardee, include this in the note area on checklist
5. Renewals
- Follow the process outlined for new submissions