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The cover sheet is an internal electronic document, mandatory for all proposals and applications, even when UW researchers are to receive a subgrant of funds from a collaborator at another institution. It should be completed and submitted for approvals PRIOR to submission of the proposal to the sponsor.

The new electronic cover sheet:Ìý

• Gathers the same information and approvals as the previous paper and PDF versions, but is more efficient, accessible, and secure and has a built-in workflow to collect the required approvals;
• Can be created by a Principal Investigator (PI), or for them by staff or trainees with WatIAM credentials, but it must be submitted by the Principal Investigator (PI);Ìý
• Can be accessed from anywhere using one’s WatIAM credentials;
• Can include all funding sources for matching programs;
• Provides the ability for the PI and approvers to track the status of the cover sheet as it goes through the approval process;
• Remains accessible in the system as an historical record for the PI and approvers; and
• Allows relevant application materials to be attached and comments to be included for the approval process.

The approval process is built into the electronic coversheet process.Ìý
Please note:Ìý

• Research funds to be held in an academic unit must be approved by the appropriate academic unit head and the dean, or their designate(s).Ìý
• Tri-Agency funds are to be held in an academic unit.Ìý
• Research funds from other sponsors may be held in research centres or institutes subject to the approval of the centre/institute director, as well as the academic unit head and the dean, or their designate(s). For university research centres and institutes, the approval of the vice-president, research & international is also required.

First time?ÌýWatch this short video to get started!ÌýÌýÌý

Unit support documentation:ÌýÌýYour individual faculty may have providedÌýguidelines as to the requirements and/or documentation that should be included.ÌýÌýThisÌýcan be accessed through thisÌýlink: Unit Requirements.

TheÌýElectronic Cover Sheet system and detailed training materialsÌýcan be accessed through the link below.