Forms and Policies

View and download PSU policies, forms, and guidance documents by clicking on the links below:

Animal Care & Use Forms

IACUC Protocol Application: Request to Use Animals In Research

Minor Amendment Request Form

Adverse Events and Unanticipated Problems Report Form 

Biosafety Protocol Application

Biosafety Protocol Application

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 Policy

     Fixed-Price Sponsored Project Award Policy          

Fly America Act

Guidelines for the Fly America Act

Fly America Act Form

Human Subjects Forms

Form 1: Project Overview & Pre-Screening

Form 2: Exemption Certification

Form 3: Initial IRB Review Form

Form 4: Investigator Assurance

Collaborative Research: IRB Authorization Agreement Research Form

Amendment Request Form

Closure Report Form 

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/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

Proposals to Private Funders - Internal Clearance Form

Clearance & Grant Management Determination Tool

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


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


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.