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2025 Federal Administration Transition Information & Resources - This will be updated as new information is available.

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How To

43 How Tos

  • How To

    Access and Complete PI Training

    Stanford requires each of its PIs including those with University Research to complete a brief review of topics regarding the PIs responsibility for protecting individuals and the University, and for compliance with laws and regulations that touch on all aspects of the research enterprise. The University will not release project funding for a PI who has NOT satisfied this requirement. Go to PI

    May 7, 2024

  • How To

    Access CITI RECR Training

    STEPS Go to the CITI website. You are in the page titled " Login through my Institution". Select Stanford University from the list. You will be prompted to go through the Stanford web auth page. Select View Courses next to Stanford University CITI provides two different types of required training for Stanford personnel: training in the protection of human subjects in research, and training in the

    May 25, 2023

  • How To

    Address a Concern About Non-compliance

    As members of the Stanford University community, faculty, staff, students, members of the Board of Trustees, University Officers and affiliates are responsible for sustaining the highest ethical standards of this institution, and of the broader community in which we function. The University values integrity, honesty and fairness and strives to integrate these values into its teaching, research and

    May 13, 2025

  • How To

    Apply the F&A Rate to My Project's Budget

    The negotiated Facility and Administrative rate (F&A) is applied based on the type of activity proposed and the location, on or off campus, or a combination to the following categories of sponsored projects described in RPH 13.2. These categories include: Research Instruction Other Sponsored Activity Animal Care Non-Federal Clinical Trial Rate F&A Bases The F&A rate is applied to a base, i.e., a

    April 26, 2024

  • How To

    Are There Guidelines for Faculty and Staff Engaged in Lobbying?

    Yes, Stanford University, as a tax-exempt organization, is permitted to lobby the federal government and engages in lobbying activity on a limited number of issues, mostly those affecting education, research and related activities. Lobbying activities of universities and other charitable organizations are regulated by overlapping federal government rules. For example, the Internal Revenue Service

    April 12, 2021

  • How To

    Budget Salaries for My Research Project

    Salaries Salaries make up the largest category of direct costs on a sponsored project. When preparing a budget, start by making a list of all Stanford personnel who will support the proposed statement of work. If a person will be hired once the award is funded, simply estimate their salary and percentage of effort and list them as TBD (to be determined). Project personnel salaries budgeted as

    April 15, 2021

  • How To

    Calculate and Charge Salary for Faculty on a 9 Month Appointment That Is Paid Over 12 Months

    Stanford allows faculty with an academic-year appointment (9 months) to have their salary paid out over 12 months. However, the charge to a sponsor must reflect salary as it is earned, not as it is paid. This becomes critical as salary allocations may change over the year as new awards are received, other awards terminate, or situations change. In Labor Distribution in Oracle Financials the charge

    April 26, 2024

  • How To

    Certify on My Professional Outside Activities

    OPACS certifies compliance with the Faculty Policy on Conflict of Commitment and Interest. The system has been redesigned so information reported during previous years will not need to be re-entered. Upon certification of the annual disclosure, the data will remain in OPACS for future annual and transactional disclosures. To help with this process, a PDF of past annual disclosures can be

    March 25, 2025

  • How To

    Clear an Overdraft

    Refer to the ORA Clearing Sponsored Project Overdrafts page for more information about this topic.

    March 12, 2025

  • How To

    Comply With Export Control Regulations When Hiring a Foreign National to Work at Stanford Under an H1-B Visa

    In order to comply with USCIS export licensing assessment requirements, DoR and Bechtel International Center have teamed up to incorporate an export control questionnaire ("Deemed Export Questionnaire") within Bechtel's H1-B Workflow. Because of the elevated compliance risk associated with export control matters, the Dean of Research has determined that only members of the Professorate, defined as

    September 11, 2024

  • How To

    Create a Custom Search/Alert for Funding Opportunities

    Using GrantForward for Grant Searches and Alerts Login using your SUnet ID Go to the Search Grants Opportunities page under the Grants tab. Set Up Your Search: Start by entering your desired keywords/phrases and applying any relevant filters to refine your search. Save Your Search: Click the "Save/Load" button at the top of the search results and select "Save a Search." Name your search and choose

    May 8, 2025

  • How To

    Create a Service Center

    Read " Comparison of Expenditure Allocation vs. Service Center," to learn whether you simply need to set up an Expenditure Allocation PTA. Once you determine that it is appropriate to set up a service center, submit Exhibit A " Request for Establishing A New Service Center" to the service center administrator.

    May 9, 2025

  • How To

    Create Your Research Team

    Academic Staff - Research (AS-R) Academic Staff - Research (AS-R) are Stanford employees hired to work on Stanford research activities. As Stanford employees, Academic Staff-Research are subject to all policies and procedures related to Stanford employment, and receive full staff benefits. Academic Staff - Research includes the titles of: Research Associate: Basic Life Science, Physical Science

    March 27, 2025

  • How To

    Deposit a Check or EFT Transfer for Sponsored Projects

    Checks and any remittance advice or backup received in the department for payment on sponsored projects must be forwarded to the Sponsored Receivables Lockbox for deposit (see addresses below). Do not mail or hand deliver checks to the Office of Sponsored Research or Sponsored Receivables Management office. Payments are to be made payable to Stanford University and mailed to the Sponsored

    May 8, 2025

  • How To

    Disclose an Invention

    Stanford faculty, staff and students can submit an Invention and Technology Disclosure through the Researcher Portal on the Office of Technology Licensing (OTL) website. The disclosure should fully describe the new aspects of the invention, including the critical solution it provides and its advantages and benefits over current technologies. To preserve patent rights, inventors should disclose

    May 12, 2025

  • How To

    Disclose Travel Reimbursed by a Company When You Have PHS Funded Research

    PHS-funded investigators must disclose travel that is related to their Stanford duties and responsibilities in the Outside Professional Activities Certification System (OPACS). Click on Travel in the left-hand column. Follow the instructions on the travel disclosure form. Note that your initial disclosure must include reimbursed or sponsored travel received in the preceding twelve months.

    September 15, 2023

  • How To

    Faculty Investment in Stanford Student Companies

    Are faculty permitted to invest in start-up companies of current Stanford University students? All faculty should consider carefully whether investing in any current student or postdoctoral fellow’s company is in the best educational interest of the student or fellow, whether or not the faculty member has any involvement with the student’s academic program. However, a higher standard applies when

    April 27, 2021

  • How To

    Find High Powered Computing Facilities

    Need access to compute resources beyond your desktop? There are a variety of compute clusters run by the Stanford Research Computing (SRC) team. The SRC manages Sherlock, Stanford's shared compute cluster available for use by all Stanford faculty and their research teams for sponsored or departmental faculty research. Research teams have access to a base set of general compute nodes, GPU-based

    October 3, 2024

  • How To

    Find Information About Industry Affiliates Programs

    Industrial affiliate programs are designed to facilitate the transfer of knowledge to society and the dialog between academia and industry. Supported by corporate membership fees, these programs provide an avenue for industry to contribute to and sustain research and teaching in Stanford departments and programs of interest. Companies receive facilitated access to research programs and to

    April 7, 2021

  • How To

    Find Information for Working With Graduate Students and Postdoctoral Scholars

    The Office of the Vice Provost for Graduate Education (VPGE) sets and disseminates relevant policy, and provides support for program development. Several offices and people are available to assist in a variety of ways with administrative, educational, and policy matters regarding to Postdoctoral Scholars. PIs serve as intellectual and professional mentors to graduate students, helping them to make

    May 12, 2025

  • How To

    Find My Patents, My Royalty Information, or the Status of My MTAs

    The Office of Technology Licensing Researcher Portal serves as a gateway to: detailed patent, marketing and financial information on your active inventions information on your industrial sponsored research, collaborations and MTAs the online disclosure form for submitting new inventions the MTA Routing (eMTA) form for submitting new material transfer agreements

    May 12, 2025

  • How To

    Get a PI Waiver

    Eligibility to act as a principal investigator (PI) or co-principal investigator (Co-PI) on externally funded projects is a privilege limited to members of the Academic Council and to the University Medical Line (UML) faculty. This policy limitation is in place because PIs are responsible for determining the intellectual direction of the research and scholarship, and for the training of graduate

    July 6, 2023

  • How To

    Get IRB/APLAC/Biosafety Protocols Approved

    Protocols are submitted and reviewed online using eProtocol. Remember that your protocol should be clearly written and easily understandable. Panel members represent a variety of disciplines, which means that some reviewers will not be as familiar with your field as you are.

    May 9, 2025

  • How To

    Handle a Non-disclosure Agreement

    A company may ask you to sign a non-disclosure agreement (NDA) to discuss a possible research project at Stanford. If you understand the NDA terms and are comfortable complying with them, you may sign on your own behalf. Individual researchers do not have the authority to sign on behalf of the University or their departments. Stanford generally does not sign NDAs (also called CDAs), as the

    May 13, 2025

  • How To

    Invoice a Sponsored Project or Clinical Trial

    For sponsored Projects, contact Sponsored Receivables Management (SRM). They invoice sponsors for expenditures and ensure timely payment of those invoices. They also provide post-award financial invoicing services, payment application, and collection services for sponsored projects for the University. For Clinical Trials, use Clinical Research Invoicing System for Participants (CRISP). CRISP is a

    May 8, 2025

  • How To

    Make Transfers and Adjustments for Veterinary Service Center (VSC)

    Background The Veterinary Service Center (VSC) charges animal care expenses to two expenditure types (ET) which are subject to associated animal care Facilities and Administrative (F&A) costs. More information about VSC F&A overhead rates can be found on the Stanford Rates page . ET 58710 - INTERDEPT NONFED VSC SVC CHG This ET is used for non-federal and other non-sponsored PTAs. The associated

    May 8, 2025

  • How To

    Manage My Research Team

    There are many ways to go about building a research team—some more effective than others. If you are charged with or are interested in building a research team, there are several considerations to keep in mind: Bring together members with diverse backgrounds and experiences to promote mutual learning. Make sure each person understands his or her roles, responsibilities, and contributions to the

    April 12, 2021