Assistance Documentation
| MANAGEMENT DIRECTIVES | |
| Financial Oversight of Sponsored Projects Principal Investigator and Department Administrator Responsibilities: A guide to assist principal investigators and department administrators in understanding their fiscal management obligations on sponsored projects. | Financial Oversight of Sponsored Projects Principal Investigator and Department Administrator Responsibilities |
| Negotiating Terms and Conditions of Sponsored Research Projects: A memo from the Office of the Vice Provost for Research. | Negotiating Terms and Conditions of Sponsored Research Projects |
| Shared Research Responsibilities: Contains information regarding the responsibilities of key personnel associated to sponsored programs. |
Shared Research Responsibilities Shared Research Responsibilities (Brief Guide) |
| REPORTS/QUERIES | |
| ACR for Grants Report: Provides budgeted and expended summary data with balance available. |
ACR for Grants Instructions |
| TDR for Grants Report: Provides detail activity. It contains individual transactional detail for the budget transfers, requisitions, purchase orders, vouchers, expense reports, salary encumbrances, salary actuals, and journal entries for standard charges (PCard, Pitney Bowes, BOC) and allocations (Fringe Benefits, Plant Maintenance, F&A) | TDR for Grants Instructions |
| Grant Balance Summary Available Report: A timely formatted summary balance available report with subtotals and totals. |
Grant Balance Summary Available Instructions |
| TRAINING/INFORMATIONAL | |
| Mandatory Cost Sharing Training Presentation: A document that provides training on a new process of tracking mandatory cost sharing in PeopleSoft. | Mandatory Cost Sharing Training Presentation |
| Monthly Proposals and Funding Actions Reports (Vista): Documentation on how to access reports on line through Vista Plus. | Monthly Proposals and Funding Actions Reports (Vista) |
| One-Sixth Rule: A document that explains the guidelines of a faculty buyout. | One-Sixth Rule |
| Payroll Transactions and Effort Presentation - OSP's presentation given on March 24th, 2010, reviews Sponsor regulations, trouble spots on ECRs, salary calculations, Time and Effort reporting and the Labor Redistribution process . | Payroll Transactions and Effort Presentation |
| PI Handbook: All faculty conducting sponsored research should download the Principal Investigator's Handbook Please Note: This document is under construction and may have some information which is out of date. |
Principal Investigator's Handbook |
| Pre-Award Costs Guideline: Guideline on how to request pre-award costs on funded projects. | Pre-Award Costs Guideline |
| Progress Report Notifications: A memo explaining the new process of notifying PIs that there progress reports are due. | Progress Report Notifications |
| Research Administration Enhancements Memo: contains information regarding forms and guidelines OSP has developed to support research administration activities. | Research Administration Enhancements Memo |
| Service Agreement: Service Agreement for transactions under $5,000 only and documentation explaining the procedures for preparing and executing service agreements. |
Service Agreement Service Agreement Procedure |
| Summer Salary: Guidelines for processing summer salary. | Summer Salary |
| Timeline for Award Set Up: A diagram that shows a realistic time frame for setting up an award from start to finish | Timeline for Award Setup |