Office of Sponsored Programs - Post Award

Post Award Lifecycle

• Award Types

  • Gifts, Grants, Cooperative Agreements, and Contracts
  • Federal, Industrial, and Commonwealth
  • Cost Reimbursable and Fixed Price

• Award Set-up

  • Advanced Awards/Accounts
  • Pre-Award Spending
  • Inclusion of Carryover
  • Budgeting
  • Fringe & Overhead Rate Schedule
  • F&A Rate by Overhead Code

• Award Management

  • Expenditures
  • Purchasing
  • Prior Approvals
  • Cost Sharing
  • Invoicing Sponsors
  • MBE/WBE
  • Change of PI or Institution
  • Rebudgeting/Budget Revisions
  • Inventions/Invention Reporting
  • Program Income
  • Auditing
  • Modifications
  • Accounts Receivable
  • Membership Agreements
  • Subcontracting
  • Internal Account Extension Request

• Award Close-out

  • Authorization to Close (ACE) Form
  • Award Transfer
  • Checklist for Departing Researchers
  • Closeout Policy and Checklist
  • Final Invoice
  • Required Closeout Documents

Major Cost Categories

• Salaries and Wages

  • Compensation FAQ
  • Personnel Types
  • 30-Day Memo
  • Salary Caps
  • Supplemental Pay
  • Sabbatical Leave
  • Effort Reporting

• Travel

  • Penn State Travel Policy
  • Travel Services
  • Reimbursement Rates
  • SAP Concur
  • Federal Travel Regulations
  • Fly America Act
  • Fly America Act Waiver

  • Commonwealth of PA Travel Regulations

• Equipment

• Consulting/Professional Services

• Subawards & Subcontracts

• Unallowable Costs

• Facilities and Administrative Costs (F&A)

Nonfinancial Resources

• Sponsor Terms and Conditions
• Office for Research Protections
• Export Compliance
• Commonly Requested Contacts
• Penn State Forms
• Record Retention (AD35)
• GURU (General University Reference Utility)