Stanford University

User Guides and Job Aids


This is a website with grant writing tips, seminars, webinars and events targeted at the research development community (faculty, researchers, postdocs, grad students, grant writers) looking to improve their grant writing and research development skills to increase success at obtaining grant funding.

Proposal Development

This link will redirect you to the ORA resources web-page that contains guidance on biosketches, budgets and budget justifications, other proposal components, other support, and sponsor guidelines.

The Institutional Facts web page contains Stanford information that is often requested in a proposal application for federal sponsors, such as Stanford's legal name, tax ID number, DUNS number, cage code, animal welfare assurance number, federal wide assurance number, cognizant audit agency, ONR representative, audit report date, and other information.

This link will redirect you to the ORA website that contains several guides that address the many functions of SeRA such as

  • SeRA access;
  • preparing, routing and approving the Proposal Development Routing Form (PDRF);
  • setting up default approvers and FYIs for your PDRF;
  • completing and routing an indirect cost (IDC) Waiver;
  • Sponsored PTA Manager guides for requesting early or new PTAs, and amending or extending PTAs; 
  • guides for the various requests that occur through the Central Office Request form and
  • training guides for navigating, reporting, and searching in SeRA.

Budget Related Resources

This link will take you to the DoResearch website containing fringe benefit rates, indirect cost rates, and other information.

Agreement Types

There are many different types of agreements in Sponsored Research.  This link will redirect you to a matrix of the various types of agreements and the central office that handles that type of agreement.

This link will redirect you to the ORA website that explains Data Use Agreements (DUAs), including a DUA decision tree, the process for DUAs, and who, in OSR, will handle these types of agreements.

Personnel Agreements are a special type of agreement handled by the Office of Sponsored Research.  This link will redirect you to the ORA webpage that contains guidance for the various types of personnel agreements and the process for each type.

A subaward agreement is formal written contract made between Stanford University and another institution or organization to perform an intellectually significant portion of Stanford’s SOW (Statement of Work) under a Stanford sponsored project.

This link will redirect you to the ORA website with guidance on where to find internal funding for university research and the process for these internal awards.

Award Management

This link will take you to the ORA website that contains quick guides and checklists for how to properly manage a sponsored project, including actions that should be taken monthly, quarterly and annually and at closeout.

This link directs you to the ORA website with various resources and guides to set-up, manage, modify, and closeout a subaward properly.


Note: During COVID-19 many faculty are telecommuting.  Follow the following guidance regarding Stanford PI signatures on subaward invoices.

Stanford University will have a four-quarter academic year in 2020-2021.  These FAQs provide guidance regarding sponsored projects. 


A second memo was distributed about the 2020 summer supplement.  Click here to view.

Training for Research Administrators