How To

Find answers to common questions so you can get things done.

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Account/PTA Creation

How to spend before an award is accepted by Stanford.
How to open an early PTA.
How to begin spending on a research project once the award is received.
How to set up a cost-sharing PTA.
How to begin to spend on an award for University funded research.

Award Management

How to prepare a cost transfer.
How to allocate an expense.
How to allocate a recurring expense on a monthly basis.
How to properly review the F&A rate on monthly expenditure report.
How to complete PI quarterly review and certification.
How to find reports to assist me in the management of an award.
Calculate and charge salary for faculty on a 9 month appointment that is paid over 12 months?
How to extend my project?

Billing and Cash Management

How to deposit a check or EFT transfer for sponsored projects.
How to invoice a sponsored project or clinical trial.

Conflicts of Interest

How to fulfill the requirement for COI training.
How to disclose travel reimbursed by a company when you have PHS funded research.
Faculty Investment in Stanford Student Companies
How to disclose a potential conflict of interest.

Equipment

How to know what qualifies as capital equipment.
How to acquire capital equipment.
How to know what to include in the purchase price of capital equipment.
How to dispose of equipment.
How to set up a PTA when fabricating a piece of equipment.

Export Controls

How to travel outside the US with a Stanford-owned laptop, cell phone, PDA or flash drive.
How to ship or hand-carry Stanford owned or controlled equipment, supplies, software, biological material or other goods to countries outside of the US.
How to ship an item internationally via FedEx.
How to sign a non-disclosure or confidentiality agreement that is export control compliant.
How to travel to Cuba, Iran, Syria, North Korea, or Sudan on Stanford University business.
How to comply with Export Control regulations when hiring a foreign national to work at Stanford under an H1-B visa.

Get Started

How to manage my research team.

Health & Safety

How to ship dangerous or hazardous goods outside the US.
How to fulfill the requirements for lab safety training.
How to comply with DOD requirements for safe operations.

Industry

How to handle a non-disclosure agreement.
How to find information about industry affiliates programs.

Intellectual Property

How to disclose an invention.
How to find my patents, my royalty information, or the status of my MTAs.
How to find guidance on educational technology, and its use on and off campus

International Activity

How to protect your computing devices when traveling internationally.

Lobbying

Are there guidelines for faculty and staff engaged in lobbying?

Other Support

Where do I find my PI's current and pending support information?
How do I submit the other support information to NIH?
How do I submit the other support (current and pending support) information to NSF?

PIship

How to Get a PI Waiver
How to access and complete PI Training

Proposals

How to get help preparing my proposal.
How to select the correct F&A rates for a proposal.
How to ensure my proposal is submitted to the sponsor on time.
How to request an F&A (Facilities and Administrative) cost waiver on a proposal.
How to find the IO (Institutional Official) who will submit my proposal to the sponsor.
How to propose PI effort.
How to find Deadlines for Proposal Submissions for Major Sponsors

Protocols

How to get IRB/APLAC/biosafety protocols approved.

Responsible Conduct & Compliance

How to respond to an external auditor.
How to address a concern about non-compliance.
How to fulfill the requirement for RCR training.

Service Centers

How to use a service center.
How to create a service center.

Shared Resources and Facilities

How to find Stanford Shared Scientific Facilities
How to find high powered computing facilities.

Stanford Online Systems

How to find and use Stanford online systems.

Students

How to find financial support for a graduate student.
How to find information for working with graduate students and postdoctoral scholars.

Subawards

How to set up a subaward.

Teaching

How to improve my teaching skills.
How to find guidance on educational technology, and its use on and off campus

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