Forms and Policies

Animal Care & Use Forms

Kuali Protocols

Biosafety Program Form

Kuali Protocols

Classification and Management of External Funds

Gifts and Sponsored Projects Policy - Effective April 1, 2025

Frequently Asked Questions: Gifts & Sponsored Projects Policy 

Cost Accounting Standards (CAS) Exception Request

CAS Exception Request Form

Closeout Checklist

Closeout Checklist for Principal Investigators

Cost Share

Cost Share Policy

Cost Transfer

Cost Transfer Documentation Form

Cost Transfer Policy

Effort Reporting

Effort Reporting Policy

Facilities and Administrative (F&A) Costs

F&A Rate Agreement Effective: July 1, 2017 - June 30,  2021

F&A Rate Agreement Effective: July 1, 2021 - June 30, 2026

Guidance for Applying New F&A Rates

F&A Waiver Request Form 

Financial Monitoring

Financial Monitoring of Sponsored Projects Policy

Financial Conflict of Interest Disclosure Form

Fixed Price Awards

     Fixed-Price Sponsored Project Award Policy          

Fly America Act

Guidelines for the Fly America Act

Fly America Act Form

Human Subjects Research Forms

Kuali Protocols

Notification of Intent to Submit Proposal

Notification of Intent to Submit Proposal

Organizational Prior Approval for Spending (OPAS)

     OPAS Form

     OPAS Form Guidance

Participant Support

Participant Support Stipend Payment

Principal Investigator Incentive (PIN) Accounts

Principal Investigator/Project Director

Eligibility and Responsibility Policy

PI/PD Eligibility and Responsibility Policy

PI/PD Eligibility Exception Request Form

Proposal Internal Approval Forms

Proposal Internal Approval Form (PIAF)

Project Discipline Codes for PIAF

PIAF Addendum A - Cost Share Commitment

PIAF Addendum B - Additional Investigators    

EXITO PIAF 

NSF Graduate Research Fellowship Program Internal Approval Form

University Transportation Center - NITC PIAF 

University Transportation Center - NITC Budget Form

USGS-PSU Partnership Seed Grant Project PIAF

Research Incentives

Research Subject Incentive Procedures

Research Incentive Payment Log 

Signature Authority and Delegation

Signature Authority and Delegation Policy

SPA eRA Systems

SPA eRA System Issue Form

Sponsored Awards Charging

Sponsored Awards Charging Policy

Sponsored Project Purchase Request Form

Preview Form Content & Required Fields - Purchasing Form

Optional Tools: can be downloaded as Excel file, completed, and

uploaded with request

Supply Order Worksheet

Participant Support Worksheet

Sponsored Project Personnel Action Request Form

Preview Form Content & Required Fields - Personnel Action Form

Subawards

Subaward Request Form

Guidelines for Subrecipient Determination

Subrecipient Commitment Form

Subrecipient Monitoring Policy

Tax Exemption

Tax Exemption Letter

Tuition and Fees for PSU Students 

(Graduate Assistantships or Participant Support)

Tuition Remission Request Form

Tuition and fees paid to PSU students from sponsored project funds are processed via the Student Remissions Application system.
Contact Jennifer Ochsner Halford in Financial Aid for assistance.