Staff Request Forms

Click on the links below to create a form request.

Data Use Agreement Request (prior to submitting. download and complete Data Use Agreement Request)

Join the Porter Transportation Alternatives (PTA) Club (have questions? Download the Flyer and FAQs) (if you want to carpool, download and complete Carpool Match-up Form before joining the PTA Club)

Report Conference Call

Report Pcard Purchase

Request Business Cards

Request Conference/Outside Meeting Registration

Request Department Files

Request Department Laptop

Request Ergonomic Request

Request Petty Cash Reimbursement

Schedule Internal Meeting/Conference Room

Schedule Service Vehicle (24-Hour Notice Required, and completion of Operators Agreement in forms below)

Submit Service Vehicle Operator's Agreement (prior to submitting, download and complete Department Vehicle Operator's Agreement)

Schedule Staff Parking Permit (24-Hour Notice Required)

Submit Non-Travel Reimbursement Request

Submit Supply Request (prior to submitting, download and complete Office Supply Request Spreadsheet)

Submit Travel Reimbursement Request (prior to submitting, download and complete Expense Report Spreadsheet)

OSR Desk Procedures

Burden Map

Burdening Adjustments Guidelines

Flowchart

OSR Revised infrastructure Charge Guidelines

Powerpoint presentation

OSR Infrastructure/Utility Charge Procedure

Burden Schedule Listing

Burden Structures Listing

Selecting The Correct Fiscal Year Burden Schedule

Stanford Rates to Fiscal Year 1975

An Overview of Burdening in Oracle

Burden Reconciliation Examples

Add or Delete Project Transaction Controls

Correcting Project Transaction Controls when an Incorrect Project Template is Used

Template Correction Spreadsheet

Capital Equipment/Fabrications do not vest with Stanford

Capital Equipment is not Chargeable

Transaction Controls, Capital Equipment and Fabrications Spreadsheet

Accounts Payable Transactions on Invalid PTAs presentation

Guide to Setting up a PTA

Exhibit A: Task Service Types

Exhibit AA: Task Burden Schedule Override

Exhibit AB: Burden Schedule Flow Chart

Exhibit AC: Attaching NOA's

Exhibit AD: Naming Conventions (Sponsored)

Exhibit AD: Funding Source Names:

Exhibit AE: CIRM PTA Setup Procedures

Exhibit AF: Selecting the Correct Project Template

Exhibit AI: JPA PAIRE Setup

Exhibit AJ: Award Budget Categories

Exhibit AK: Oracle Personnel Tip Sheet

Exhibit AL: GCEP Setup Procedures

Exhibit AM: PSA PAIRE Setup

Exhibit AN: IPA Setup

Exhibit AO: Project Types Defined

Exhibit AQ: Clinical Trials Setup Procedure

Exhibit B: Award Range

Exhibit C: Award Type

Exhibit D: Award Purpose Codes

Exhibit E: Revenue & Billing Rules

Exhibit E, Cont.: AR Setup Rules

Exhibit F: Allowed Cost Schedules

Exhibit G: Terms & Conditions

Exhibit H: References

Exhibit I: Expenditure Types

Exhibit J: Early PTA Procedures

Exhibit K: Fabrication Setup Procedure

Exhibit L: Cost Sharing Procedure

Exhibit N: No Cost Extensions

Exhibit O: Early Award Extension

Exhibit P: Fellowships & Fin. Aid

Exhibit R: Basic PTA Setup

Exhibit S: Interest and EFP

Exhibit T: Cost Sharing

Exhibit U: Generating Revenue

Exhibit V: DoD F&A Cap

Exhibit W: Program Income

Exhibit X: Transaction Controls on Project Templates

Exhibit Y: PTA Setup Procedures for Third Party Invoicing

Exhibit Z: Printing Setup Decision Map

Budget Allocation Procedure