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Forms & Agreements

Sponsored project-related internal forms and contract templates. These documents are frequently updated - always download the latest version from this page.

PDF Document for interactive PDF forms.
Word Document Instructions for MS Word forms.
Proposal Submission and Related Forms

Proposal Routing FormPDF Document
Fillable PDF form. Includes Investigator Export Control Checklist, Cost-Sharing Approval Form (including Tuition Remission), F&A Sharing Agreement, and definitions. 

Please note that PDF forms must be editied in Adobe Reader or Adobe Acrobat to function properly.  Forms may not work if opened in browsers or non-Adobe viewers.

 
Limited Submission FormWord Document
To be completed when a sponsor limits the number of proposals RIT may submit.
 
Supplemental Proposal Forms
PRF Personnel SupplementPDF Document
Attach this form to the PRF when there are more than 8 Senior Personnel.
 
Miscellaneous Forms
RIT Graduate Assistant Tuition Remission Worksheet (Post Award)Word Document  
Investigator Profile Form Word Document
Complete this form to if you want SRS to register or update your profile in the SMARTS/GENIUS funding opportunity notification system.
 


RIT Agreements and Contracts

RIT uses a number of standard agreements and contracts. For a listing of all contract types and appropriate offices at RIT to contact, see Signature Authority @ RIT.

SRS administers contracts and agreements related to sponsored projects. The standard types are described below. If you have any questions about which agreement to use or require specialized language, contact SRS.

Sponsored Actvity Agreements

Sponsored Research Agreement Word Document

  • Use this for projects in which new intellectual property will result from the research.
  • RIT uses a standard contract.  It provides for a company that wishes to license an invention or technology at the conclusion of the project to work with the Institute's Intellectual Property Management Office, which will negotiate licensing terms with the company. Faculty and program directors should not negotiate any of these terms or make any commitments for RIT.
  • Note that you will need to attach a scope of work (Appendix A) and budget (Appendix B). If you want help with these, contact us.
 

Research Services (Applied Research) Agreement Word Document

  • Use this for testing or other applied research projects.
  • Use this if there is NO chance that new discoveries or inventions will be made under the project.
  • Note you will need to attach a scope of work (Appendix A) and budget (Appendix B). If you want help with these, contact us.
 

Assigned Project Agreement Word Document

  • Use this fixed price agreement for projects where the sponsor is seeking IP ownership.
  • Use only for projects where it is possible to transfer IP ownership to the company.
  • The Intellectual Property Management Office must review each APA before final approval.
  • For these projects, an IP release fee of $5,000 or 10% of the total project cost (whichever is greater) will be added to the budget.
  • Some restrictions may apply. Please contact us if you wish to pursue this opportunity.
 

Educational Agreement Word Document

  • Use this for training activities, whether they be one day/one time or cover an entire multiple year program.
  • The language covers courses taught at RIT. However, you can use this for off-site courses; contact us for language to use in that situation.
 
Other Agreements

Nondisclosure Agreement (NDA) Request FormWord Document

  • This form explains the procedures and policies for working under confidentiality.
  • This form is required when a nondisclosure/confidentiality agreement may be necessary for your project.  It should accompany the RIT NDA below, or a sponsor-provided agreement.
 

RIT Bilateral Nondisclosure Agreement (NDA)Word Document

  • This is the form to use if a sponsor, or both RIT and a sponsor want to disclose confidential information to each other.
  • If a sponsor has their own NDA, contact Sponsored Research Services to review their document. Do not sign their agreement and do not allow them to give you confidential information before an NDA is fully executed by both parties.
  • Only the director of SRS can sign an NDA for the institution. However, any individual who is disclosing or receiving confidential information must abide by the terms of the agreement(s). That means that units at RIT need to provide for confidentiality protection and unit leaders need to inform their staff and students about the importance of keeping confidential information secure. Procedures need to be in place whereby confidential information is stored under lock and key.
  • RIT Confidential and Sponsor Confidential Information located at RIT must be labeled and handled in accordance with the RIT Information Access and Protection Standard .
  • The NDA Request form (above) must accompany this, or a sponsor-provided agreement.
 

Equipment Loan or Custody AgreementWord Document

  • Use this if a company is loaning or consigning a piece of equipment to your unit.
  • If the company wants you to conduct research using the equipment and/or provide them with reports on its uses, call Sponsored Research Services for the language to be added to this agreement.
 

Materials Transfer AgreementWord Document

  • An MTA is advised when the material is proprietary; maintained as a trade secret by the provider; or infectious, hazardous, or subject to special regulations; and is to be tested, studied, altered, or modified in such a way by the recipient that the provider and recipient of the material require the intellectual property rights to the modifications and derivatives of the material, as well as the usage terms and liabilities, to be defined by the parties before the transfer occurs.
  • If there are any questions about an MTA, or whether an MTA should be used, contact SRS promptly to discuss the fact of the particular situation.
 

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