Skip to main content

Secondary navigation:

Assistance/Information 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 -Also see PSF 9.1 Contracts and Grants
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 Instruction
   
TRAINING/INFORMATION - Also see PSF 9.1 Contracts and Grants
Budget Transfer Checklist:  A document that provides a quick checklist to help the principal investigator and department administrator with preparing accurate budget transfers. Budget Transfer Checklist
Closeout Checklist: Closeout Checklist
Closeout Procedure: Closeout Procedure
Cost Allocation Methodologies:  A document that provides guidance on how costs may be allocated to sponsored awards in proportion to the actual benefit received by the award Cost Allocation Methodologies Guide
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
P-Card - OSP Style:
P-Card Processing and Review
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

Service Agreement:  Requirements for service contracts on sponsored projects.

Service Agreement on Sponsored Projects
SubContracting: Subcontracting
Summer Salary:  Guidelines for processing summer salary. Summer Salary
Timeline for Account Set Up:  A diagram that shows a realistic time frame for setting up an award from start to finish. Timeline for Account Setup