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. Learn more on the PI Policy page.

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.

• Best practices when working with the Pre Award Management team (download)
• Subrecipient Monitoring - Standard Operating Procedure (download)
• Subcontract Risk Assessment Tool (download)
• Updated Guidance for 5 and 2 Day Waiver Requests - November 6, 2023 - Memo (download)

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)

NIH Central Resource for Grants and Funding Information (Application Guide)

Tax Exemption Letter (download)

• Faculty/Researcher Exit Checklist Form: PDF
• Request NIH Commons ID:  Web Version
• 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
• Subaward Hand-Off Checklist for Amendments: PDF
• 10 Percent DeMinimus Rate Template: PDF
• No Cost Extension Request Form: PDF

Budget Template

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

• NIH Forms and Applications

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.)

Generally a dealer, distributor or other seller that provides, for example, supplies, expendable materials, or data processing services in support of the project activities.

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.

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