Core Guidance
Core guidance refers to the foundational financial rules, standards, and procedures that ensure sponsored projects are managed consistently, accurately, and in compliance with federal, sponsor, and institutional requirements. The resources below include links to related information that may apply to your awards or projects and can help you navigate specific requirements or scenarios.
Process Partners
Key campus offices we collaborate with to support the financial and administrative management of your sponsored projects. These partners play an important role in ensuring your research runs smoothly and stays compliant.
Financial ServicesUniversity-wide financial operations, accounting, and reporting.→
Office of Sponsored Projects (OSP)Proposal submission, award negotiation, and sponsor coordination.→
PurchasingProcurement policies, vendor management, and purchasing support.→
PayrollEmployee compensation, payroll processing, and labor distribution.→
TravelTravel policies, reimbursements, and expense guidelines.→
Policies & Regulations
Essential policies, regulations, and guidance that govern the management of sponsored projects. Use these resources to understand requirements and ensure compliance with federal, sponsor, and university standards.
EDR InstructionsGuidance for effort distribution and reporting.→
Research Education (REd)Training and educational resources for research administration.→
Research HandbookComprehensive policies and procedures for conducting research.→
Uniform GuidanceFederal regulations governing the use of sponsored funds.→
Data & Reporting Tools
Resources to help you track, understand, and manage the financial aspects of your awards with clarity and confidence.
Systems & Forms
Tools, systems, and forms used to manage financial activity, process transactions, and maintain compliance throughout the award lifecycle.
Payroll Cost Transfer
Forms and checklists for reallocating payroll expenses and ensuring proper documentation.
Checklist – Non-Exempt (Hourly) Personal Services→
Checklist – Exempt (Salary) Personal ServicesPAR Certified + 120 Days→
Non-Payroll Cost Transfer
Resources for reallocating non-payroll expenses.
Systems
Access the platforms used to manage awards, reporting, and documentation.
PeopleSoftFinancial and HR system→
Management ReportsReporting tools for financial oversight→
eAwardAward Management System→
OnBaseDocument management and workflow system→
OnCore (Clinical Trials)Clinical research management system→
Federal Sponsor PortalsExternal systems for sponsor reporting and submissions→