Forms, Tools, and Resources

Frequently Required Information for Grant Applications

Internal Forms 

• JMU Internal Approval Form - Required for all proposal submissions.
• Proposal Routing Form - A tool to help you route the Internal Approval Form
• Cost Sharing Request Form - Required if JMU's in-cash match is over $10,000.
• External Match Form & Sample - If a third party is providing a significant cost share contribution, please have the third party provide this form.
• IDC Waiver - Required for all requests on IDC lower than our federally negotiated rate, not needed if the sponsor has a policy for the lower IDC rate. 
• Limited Submission Form - Required if the funding opportunity is a Limited Submission Program and JMU is requiring an internal competition.
• Overload Pay Authorization Form - Required form if overload pay is requested.
• JMU Financial Conflict of Interest (FCOI) Disclosure Form - Required if the proposal is federally funded research or funded by the Public Health Service (PHS).
• Certification Forms - Prior to proposal submission for NSF and NIH proposals, this form must be signed by the JMU PI and all JMU co-PIs.
  • NIH PI Certification
  • NSF PI Certification

Guides

• Decision Tree: Is Univeristy Approval Required-Visual aid to help determine if a transaction should go through Sponsored Programs or if it can be accepted by an individual
• Decision Tree: Student Payment Options and Processes - Visual aid to help deterimine how students on your grant should be paid and what offices you will work with along the way 
• Grant vs. Gift Decision Matrix - Information to help determine if a transaction is a sponsored program or a gift
  
  • Grant vs. Gift Checklist Form - Optional tool
• Collaboration Guide - Requirements for adding a subrecipient to your proposal
  
  • Subrecipient vs. Contractor Checklist - At the time of proposal preparation a determination must be made on a case by case basis for each collaborator's status.
  • Subrecipient Commitment Form - Prior to proposal submission, this form is required from all subrecipients.
  • Letter of Commitment Template with Match

Proposal Components and Sponsor Forms

• Biographical Sketches
  • NIH (Instructions and Samples, Blank Format Page)
  • NSF (word doc)
  • New NSF Collaborators & Other Affiliations Information Template (excel sheet)
• NSF Facilities, Equipment, and Other Resources Template
• Budget Templates
  • General Budget Template (1 year, 2 years, 3 years, 4 years, 5 years)
  • National Science Foundation (1 year, 2 years, 3 years, 4 years, 5 years)
  • National Institutes of Health (5 years)
  • SF424a Budget Template
  • R&R Subaward Budget Template
  • Travel Detail Tool - spreadsheet to aid in travel cost projections
  • FY 2018-2019 Budgeted Benefits Rates
• Budget Justification Samples
  • Budget Narrative Instructions and Examples
  • National Science Foundation (Generic Sample, Sample for Research)
  • Educational Project
  • National Institutes of Health (Personnel Budget Justification, Additional Narrative Justification)
  • R&R Budget Justification Sample
• Broader Impacts Help
  • Create your BI Plan
  • Evaluate your BI Plan
  • Broader Impacts Wizard
• Data Management Plan Tool - To create a DMP, the JMU Library recommends using the California Digital Library's DMPTool.  Please visit https://dmptool.org/ and click "Get Started" to select James Madison University and log in with your JMU e-ID and password.  JMU has provided customized "suggested response text" to each template, relating to data storage options on campus.  Researchers can then copy and paste the relevant institutional information to their plan.  If you have any questions please contact Yasmeen Shorish, the Science Librarian, at shorisyl@jmu.edu or see the JMU library website for answers and links to additional information.

Resources

• Quick Reference Guide for Proposal Development
• Guide to Roles and Responsibilities for sponsored projects
• Monitoring Responsibilities Matrix for Sub-recipient Oversight
• Pre-Award Guide for Procurement - working with Procurement on grant funded projects
• Regulatory and Compliance
• FY 2019 Rate Card - Tuition, Benefits, and F&A
• University Facts and Figures (from President's Office)
• Statistical Summary Page (from Institutional Research)
• Indirect Costs - Rates, definition, distribution
• NIH Toolbox
• NSF Toolbox
• NSF FastLane
• NIH eRA Commons