Research Data & Security Templates/Forms

The following templates/forms should be used when there is a standard set of materials or information that needs to be conveyed or documented.


Confidentiality Agreement Templateto be used when certain research projects require specific levels of confidentiality be maintained by research personnel, given the type of information involved in the project.

Data Sharing & Publication Agreement Template – to be used to delineate authorship and data agreements between collaborators.

Research Data Management Plan (IRB Template)to be used as a guidance in the creation of a DMP involving human subjects, whether for specific funding or data security requirements.

Research Data Management Plan (Export Control Template)to be used as a guidance in the creation of a DMP involving export controls, whether specific for funding or data security requirements.

Research Data Security Checklistto be used as guidance by research personnel in order to help ensure research data is handled appropriately and securely.

PI Onboarding Regulatory Checklistto be used as guidance for onboarding investigators/research personnel and ensuring compliance with regulations and policies.

PI Offboarding Regulatory Checklistto be used as guidance for offboarding investigators/research personnel and ensuring compliance with regulations and policies.