Awards are made to institutions on behalf of the awardees.  The institutions are responsible for disbursing the funds and for maintaining adequate supporting records and receipts of expenditures. Indirect costs may not be charged against the awards.

Awardees must provide BWF with an annual progress report detailing scientific progress. Institutions must provide an annual financial report.  Both reports must be submitted (on forms that will be provided) by November 1 of each award year.  Continued funding will depend on both the timely submission of these reports and their favorable review by BWF and its program advisory committee.

Award recipients may obtain funds from other sources for research in the same or similar areas as that conducted under these grants, so long as there is no conflict with meeting the terms of BWF's award. Award recipients may not hold concurrent BWF awards or NIH K99/R00 awards.

The support allocated for research is under the control of the awardee and may be used flexibly for items such as equipment, consumable supplies, travel to scientific meetings, and laboratory personnel working with the awardee.  Prior approval by BWF is required when, within an award year, purchases of equipment exceed $20,000 or travel costs exceed $8,000.

During the award period, unused research funds may be carried over to the succeeding year.  Unused funds greater than $500 held by institutions when awards expire or are terminated must be returned to BWF.  Awardees may receive a no-cost extension up to the time they are reviewed for tenure; requests explaining why an extension is needed must be submitted in writing at least four months prior to the end of the award.

For grant recipients in the U.S., the administrative fee is intended to cover the cost of medical insurance and other benefits, such as retirement. For awardees in Canada, the administrative fee is to be used as a contribution to the employer’s benefit plan.

BWF acknowledges that many postdoctoral/clinical fellows will move to new institutions to begin their independent research careers; therefore, this award is “portable.”  Awards may be transferred only with written approval of BWF.  Requests must be received at least four months prior to any move, and approval will be based on whether the move will enhance the awardee’s scientific growth and career development and whether the hiring institution demonstrates adequate commitment to the award recipient's career.  Awardees who change institutions may take with them any equipment or supplies purchased under the award, as well as the balance of any unused award funds.

BWF prefers that awardees not move from one institution to another during their three years of faculty service.  Special training opportunities that require faculty-level awardees to spend up to a year away from their base institution may be considered; awardees must submit to BWF a written request that explains why the training is needed.

Scientific publications or presentations that result from these awards must acknowledge the awardee’s receipt of a Burroughs Wellcome Fund Career Award for Medical Scientists.  Copies of journal articles and other publications should be sent to BWF along with the annual progress report.

Awardees should follow their institutions’ patent, copyright, and intellectual property policies regarding discoveries that result from research conducted under these awards.  Awardees must adhere to all federal, state, and local regulations regarding the participation of human subjects, and the use of animals, radioactive or hazardous materials, and recombinant DNA in their research projects. BWF expects the appropriate federal, state, and local guidelines with regard to scientific misconduct are in place and enforced at all institutions with which BWF awardees are affiliated.

Awardees should share scientific findings in a timely manner via the standard means of scientific communication, including publications and/or presentations in scientific forums.  BWF will not retain any rights to published results or patents that result from the research.

The awards will begin on September 1, 2013.