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OSR sets up different types of PTAs based on project needs and the terms and conditions of the award. 

OSR strives to do so within four business days. Department administrators can speed up the process by ensuring all internal requirements noted on the PDRF are completed, all protocols (human/animal subjects) are approved, and, if the budget has been significantly modified, OSR has been sent the revised budget.

The Setup Process

1. After a Sponsored Project Award is received and  processed by OSR or RMG, an Award Approval Notification (AAN) is created and  emailed to the project stakeholders.
2. A New PTA Setup transaction is created and assigned to a department administrator via the SeRA system for review and completion.
3. The Notice of Award (NOA) will be sent out once the New PTA Setup transaction has been completed. The NOA will now include PTA details.
4. A New PTA Setup transaction will be automatically generated as the final step of issuing a New Award in SeRA.

For details about the complete process and your role see:

User Guides

• Sponsored PTA Manager - New PTA - Dept User Guide
• Sponsored PTA Manager - New PTA - Post Award User Guide
• Sponsored PTA Manager - Early/Extend - Dept User Guide
• Sponsored PTA Manager - Early/Extend - Post Award User Guide
• Sponsored PTA Manager - Amendments User Guide

Other Resources Available to You

• Get direct support through HelpSU
• Schedule a  one-on-one PTA  account setup session by  submitting  a HelpSU ticket.
• Attend a drop-in classes. These sessions will take place at Encina 124.    There is no agenda, just come if you’d like some in-person assistance with any SeRA functionality; no RSVP required.   We will consider extending these past May if the demand for these sessions is sufficient.
  • Tuesday, May 28              9am – 1pm
  • Tuesday, May 21              1pm – 5pm
  • Tuesday, May 14              9am – 12:30 pm
  • Tuesday, May 7                1pm – 5pm

• View an  on-demand WebEx training session.

• For general PTA setup questions or status inquiries, please contact the Financial Support Center at finhelp@stanford.edu or 650-723-2772. You may also visit their website for more information.