Essential Information

Last Updated: July 27, 2026 1:15:57 PM PDT

Find guidance on key requirements and responsibilities for managing sponsored project awards, including award terms and conditions, cost sharing, financial reporting, award documents, specialized payment processes, collections, and closeout.

Topic	What you'll find
Cost Sharing	Guidance for establishing, approving, recording, monitoring, and reporting cost sharing commitments, including responsibilities, allowable costs, and compliance requirements.
Determining Award Terms and Conditions	Guidance for reviewing award documents and identifying key requirements, including project and budget periods, funding, allowable expenses, rebudgeting, billing and payment terms, and cost sharing.
Basic Responsibilities	Roles and responsibilities for managing sponsored project awards, including department and Sponsored Projects Finance (SPF) responsibilities, financial transactions, compliance, and closeout activities.
Preparing for Final and Annual Reporting to the Agency	Steps for preparing for annual and final financial reporting, including reviewing deadlines, reconciling expenses and balances, completing Financial Expense Reports (FERs), and supporting award closeout.
NSF REU Payment Process	Guidance for National Science Foundation (NSF) Research Experiences for Undergraduates (REU) payments, including participant support costs, stipends, indirect costs, and payment procedures.
How To View Award Documents	Instructions for accessing sponsored project award documents in Oracle PPM, including award records, amendments, billing information, cost share documents, and financial reporting documentation.
Collections and Write Off Procedures for Sponsored Research Invoices	Procedures and responsibilities for managing unpaid sponsored research invoices, including collection efforts, escalation, high-risk awards, and write-off actions for uncollectible balances.
Sponsored Projects Closeout and Write-Off Guidelines	Requirements for sponsored project closeout, including expense reconciliation, financial reporting, FER submission, and treatment of overspent, underspent, and residual balances.