How To

40 How Tos

  • How To

    Provide Funds to an International Visiting Scholar at the Beginning of Their Trip to Stanford

    To pay your visiting scholar an honorarium and/or subsistence funds on arrival or near the beginning of their stay on campus, they need to be added to the Oracle system in advance of their arrival on campus. The departmental administrator can initiate this process in Oracle Financials to get the visiting scholar into the system to verify their identity. The departmental administrator can request a

    July 28, 2025

  • How To

    Put in Place a Data Use Agreement

    A data use agreement (DUA) is an agreement that is required under the Privacy Rule and must be entered into before there is any use or disclosure of a limited data set (defined below) to an outside institution or party. A limited data set is still protected health information (PHI), and for that reason, covered entities like Stanford must enter into a data use agreement with any recipient of a

    July 15, 2025

  • How To

    Reconcile Expenditures

    Reconciliation is the process of comparing the entries in the eCertification System to supporting documentation and resolving any discrepancies. Most supporting documentation can be found by drilling down on specific expenditure in the system. Reconciling accounts on a regular basis, after month-end close, will help you to manage your sponsored funds to ensure that expenditures and revenues are

    December 4, 2025

  • How To

    Request an Indirect (F&A) Cost Waiver on a Proposal

    The Dean of Research will consider requests for F&A cost waivers in very limited circumstances. The PI’s Research Administrator and the PI should initiate the request, and it must be approved by the PI and the PI’s school dean's office before being sent for approval to the Dean of Research. The request can be submitted from the SeRA Proposal Development Routing Form (PDRF) Budget Questions page

    February 4, 2026

  • How To

    Respond to an External Auditor

    If you are contacted by an external auditor, ask and obtain answers to the following questions: What audit organization do you represent? What type of audit is this? Has this audit been properly coordinated through Stanford's Research Administration Policy and Compliance? If your department has identified an individual as an audit contact point, that person should be advised. It is also

    May 8, 2025

  • How To

    Ship Dangerous or Hazardous Goods Outside the U.S.

    You may be in violation of Federal Law and create a public safety hazard if you ship biological materials, dry ice, lithium batteries, hazardous materials, or any other “Dangerous Goods” unless you have received specific training and the material is properly packaged and labeled. Complete training for shipping chemical or biological materials, or arrange for a certified hazardous materials shipper

    July 28, 2025

  • How To

    Ship or Hand-carry Stanford Owned or Controlled Equipment, Supplies, Software, Biological Material or Other Goods to Countries Outside of the U.S.

    Review the Stanford Export Controls Decision Tree to determine if your item is on an export control list. Contact Stanford’s Export Control Office if your item is on a list or if you need assistance. Next, screen your recipient and your recipient’s organization against US export control Restricted Party Lists. Finally, document your export by filing the appropriate export control form.

    July 28, 2025

  • How To

    Sign a Non-disclosure or Confidentiality Agreement That Is Export Control Compliant

    In some cases, non-disclosure requests are embedded in the content of several kinds of institutional agreements between the University and the sponsor or third-party. Examples of such institutional agreements include equipment or software purchases or loans, technology licensing, data sharing agreements, and material transfer agreements. In these kinds of institutional agreements, a Stanford

    July 28, 2025

  • How To

    Submit an Invention, Find My Invention Disclosures, Patents, or My Royalty Information

    The Office of Technology Licensing Researcher Portal serves as a gateway to: the online disclosure form for submitting new inventions detailed patent, marketing, and royalty distribution history on your inventions Disclose an Invention

    February 19, 2026

  • How To

    Travel Outside the U.S. With a Stanford-owned Laptop, Cell Phone, PDA or Flash Drive

    Determine whether your travel will allow you to meet the terms and conditions set forth on the Annual TMP Certification for items 1 through 5 by completing the Temporary Export Property Checklist, since by signing the form you are becoming personally accountable for complying with those terms and conditions. If your travel will not allow you to meet the Annual TMP Certification's terms and

    July 28, 2025

  • How To

    Travel to Cuba, Iran, Syria, North Korea, or Sudan on Stanford University Business

    Immediately contact Stanford’s Export Control Office so it can be determined if you can travel to these countries without an export license. Cuba, Iran, Syria, North Korea and Sudan are subject to US financial and trade sanctions. Travel to and transactions with these countries are regulated. Read Memo from Ann Arvin, Vice Provost and Dean of Research

    July 28, 2025

  • How To

    Use a Service Center

    A service center operates facilities or research labs as self-sustaining “businesses” that provide on-going products or services in support of the University’s teaching and research functions. A service center will charge you for the services provided. They must recover their operational costs annually through rate(s) to users based on an approved budget and approved rate(s). The service center

    May 9, 2025

  • How To

    Use GrantForward

    GrantForward is a subscription service for locating funding opportunities to support research. It maintains a database of grants, fellowships, and other funding information from public and private, domestic and international sources—for science, social sciences, humanities, and community outreach funding. Anyone with a SUnet ID can access the site. How to Use GrantForward Create an account Single

    December 4, 2025