Pre-Award Forms

Office of Sponsored Projects Pre-Funding Award Forms

The Carilion Clinic Office of Sponsored Projects (OSP) requires numerous documentation forms throughout the timeline of a research project. These include:

Pre-Award Forms

  • OSP Project Checklist: First step in deciding what forms are required for your project
  • Application to Conduct Research or QA/QI Initiatives: Required form; must be completed, with signatures, before OSP will approve application.
  • PHI Access Request Form: Required form for any project accessing PHI for the purpose of research.
  • Statement of Work *SAMPLE: A Statement of Work should be submitted for any project collaborating with an external institution.  The SOW helps define each investigators role and responsibilities on the project.
  • Proposal Routing and Approval Form: Required form; must be completed, with signatures, before Office of Sponsored Projects (OSP) will submit proposals. Completed forms should be returned to OSP - click here for instructions on completing the PRAF.
  • Financial Conflict of Interest Disclosure: This form must be completed prior to applying for extramural proposals
  • Cost Share Approval Form: If your project involves cost share (whether required by the sponsor or not), this form must be completed with signatures and returned to OSP before your proposal can be submitted. Instructions are included within the form
  • Clinical Trial Application: If the project is a Clinical Trial, this form will gather necessary information
  • OSP Generic Service Request Form: The Service Request Form is used to request ancillary services required for a research protocol that would not be considered standard of care and therefore may be billable to the project
    Note: The Principal Investigator is responsible for completing only the top portion of the Service Request Form.
  • OSP Pharmcy Investigational Drug Service (IDS) Service Request Form: The Service Request Form is used to request pharmacy services required for a research protocol that would not be considered standard of care and therefore may be billable to the project
    Note: The Principal Investigator is responsible for completing only the top portion of the Service Request Form.
  • Preliminary Budget Worksheet: Aid for development of a budget. Please work with the OSP to complete your budget