Tools & Documents

66 Tools & Documents

  • Export Controls: Restricted Party Screening

    This tool evaluates the potential export/trade sanctions and foreign engagement compliance risks associated with persons and entities with whom we wish to partner.

    February 10, 2026

  • Export Controls: Sample Letters and Clauses for Faculty, Students, and Staff

    Downloadable letters and agreement language can be found below in Related Items section and can be used by faculty, students, and staff at Stanford in situations where correspondence is needed to document Stanford's exclusion from, or adherence to, US export control regulations. Fundamental Research Letter This letter will be of assistance for international travel by Stanford foreign national

    May 29, 2025

  • Checklist

    Export Controls: Tools and Checklists

    General Tools and Checklists The following are important resources in the general area of export controls. They will help to introduce the topic, as well as provide the information needed in specific situations. Export License Certification Reference Guide A comprehensive summary of Stanford export control policies, position responsibilities, resources, best practices and documentation

    May 29, 2025

  • FAQ

    Faculty Effort on Sponsored Research - FAQS

    General Effort FAQS 1. I am submitting a proposal for a sponsored research project. How much effort should I propose? Proposals should represent the effort that key personnel expect to commit to the project to complete the proposed scope of work. 2. Do I still need to charge or cost share effort during every active quarter of an award? No, you are no longer required to charge or cost share effort

    October 20, 2025

  • Guide

    Faculty Guidance for Data Agreements

    Read the memo from Ann Arvin, Vice Provost and Dean of Research and George Triantis, Professor of Law.

    July 28, 2025

  • Guide

    Faculty Guidelines for Hosting Lab Visitors

    Faculty Guidelines for Hosting Visiting Scholars Many visitors from industry and other institutions come to Stanford to participate in research activities here. These visitors, who typically remain in the employ of their companies or institutions while here, provide knowledge and new perspectives on academic research. Known as “Visiting Scholars,” they do not receive compensation, insurance

    July 28, 2025

  • Reference List

    Find Stanford Shared Scientific Facilities

    Shared Scientific Facilities Management System Shared Scientific Facilities Management System (iLab) What is iLab? The Stanford Shared Scientific Facilities Management System, commonly referred to as iLab, is a web application some Stanford Shared Scientific Facilities have adopted to manage the process of requesting, scheduling and billing. It provides researchers and administrators at Stanford

    August 25, 2025

  • FAQ

    Frequently Asked Questions about CMS.gov’s Open Payments Database

    Frequently Asked Questions about CMS.gov’s Open Payments Database Do I have to do this? No, but if you don’t, you have less ability to dispute incorrect data. It is also likely that publications such as ProPublica will be scanning the data and writing articles on physicians who have substantial payments attributed to them. Because Stanford has publicly available policies about acceptance of such

    July 15, 2025

  • Presentation

    Fundamental Research -Theory and Practice (AUECO) May 2016

    View this presentation on Fundamental Research: Theory and Practice - Impact of Export Controls on Higher Education and Scientific Institutions by the Association of University Export Control Officers on May 23-24, 2016.

    May 29, 2025

  • FAQ

    Fundamental Research Letter

    This letter will be of assistance for international travel by Stanford foreign national researchers from countries for which stringent visa export control reviews are required. The letter should be shown to US consular officers at the time of visa submission. The letter documents that research performed at Stanford is categorized as unrestricted "fundamental research" and thus outside the scope of

    May 29, 2025

  • Decision Tree

    Fundraising Flowchart

    May 9, 2025

  • Guide

    H-1B Deemed Export Certification Reference Guide

    The Department of Homeland Security's US Citizenship and Immigration Services (USCIS) now requires all employers to assess whether an export license must be obtained prior to hiring any H-1B employee, and to certify to those findings. The certification requirement is tied to US export control regulations that impose access, dissemination or participation restrictions on the transfer of items and

    May 29, 2025

  • Checklist

    Indicators of University Research Checklist

    View the checklist.

    July 28, 2025

  • Presentation

    Industrial Agreements and Export Control (ICON) Network Meeting

    View this presentation on Industrial Agreements and Export Control: The Struggle for Openness in Research delivered at the Industry Contract Officers’ Network Meeting on October 20th, 2008.

    May 29, 2025

  • Reference List

    Institutional Facts

    This is a reference list of institutional facts intended to aid researchers. It includes Stanford University’s IRS tax exempt status, details on where payments should be sent to the university, indirect cost rate agreements and more.

    October 22, 2025

  • Form

    iSpace Confidentiality Agreement (FOPS-1000)

    The Stanford space inventory system is called "iSpace", which is a perpetual data system that can be updated on a constant basis. The iSpace Confidentiality Agreement (FOPS-1000) must be completed prior to gaining access to the system. Access Space Management Resources on the Space Management website.

    May 13, 2025

  • Reference List

    List of Unallowable Expenditure Types

    Certain expenses that are appropriate expenditures of University funds are ineligible for reimbursement by the federal government. When coding an expense for an activity that is allowable to be paid with University funds, but unallowable for indirect cost recovery you must identify that expense as unallowable for reimbursement. Use the List of Unallowable Expenditure Types below to find the

    May 9, 2025

  • Template

    MOU Template August 2018

    View the Memorandum of Understanding template.

    May 22, 2025

  • Guide

    Multiple RPA Routing Sheet

    View the Research Participation Agreement Blanket Approval Routing Sheet.

    May 30, 2025

  • Guide

    National Security Decision Directive 189

    Read about the National Policy on the Transfer of Scientific, Technical and Engineering Information in National Security Decision Directive 189.

    May 29, 2025

  • Template

    NIH Salary Cap Worksheet

    View the NIH Salary Cap Calculation Template - Updated 10-2019.

    July 28, 2025

  • Rate Table

    Non-Sponsored Receivables Rate Announcement

    See the attached rate announcement.

    May 22, 2025

  • Checklist

    Openness in Research Checklist

    Stanford University Openness in Research CHECKLIST The principle of openness in research is one of overriding importance to this University. Accordingly, no program of research that requires secrecy may be conducted at Stanford, other than the exceptions specifically allowed in the University's Openness in Research policy (Research Policy Handbook 1.4). Use this checklist when reviewing: requests

    July 24, 2025

  • Guide

    OSR Internal Proposal Deadline Policy

    View the Office of Sponsored Research (OSR) Internal Proposal Deadline Policy memo of February 5, 2015.

    May 9, 2025

  • Form

    Recommendation Form For Visiting Postdoctoral Scholar Status

    Access the recommendation form.

    May 12, 2025

  • Template

    Sample AFOSR Budget

    View the sample budget and template.

    May 22, 2025