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Resources & Training

Washington University in St. Louis is committed to training and supporting the faculty and staff involved in research and research administration. Below are various resources, guides, and training materials used in managing sponsored funds.

General Sponsored Projects Resources and Training

  • Characteristics of a Gift, Grant, and Contract for Sponsored Research
  • Facilities & Administrative Rate Flowchart
  • Facilities & Administrative Re-budget Template
  • Faculty Guide to Compliance Requirements

Frequently Asked Questions

  • Fly America Act
  • Meals

Subrecipient Resources and Training

  • Invoice Example – Federal
  • Invoice Example – Non-federal
  • Invoice Documentation Example
  • Subrecipient Training Material
  • Subsystem Subrecipient Monitoring Questions

Travel

  • Fly America Act FAQ’s
  • Fly America Act – Open Skies Guidance
  • Fly America Act – Open Skies Matrix

Archived Policies

  • Direct Charging Policy
    • Direct Charges Reference Guide for Cost Classifications of Research Expenses
  • Federal Facilities & Administrative Rates April 2018
    • Federal Facilities and Administrative Rate Agreement 4/5/18
  • Financial Management Guide
  • HRMS – Using the Sources Page
  • NIH Salary Cap for Federal Fiscal Year 2024
  • Payroll Cost Transfer Routing & Approval for Sponsored Funds

Effort Certification Support Materials

Resources
  • Effort Certification for Faculty and Staff reference guide
  • Effort Certification for Department Administrators reference guide
Training
  • Effort Certification for Department Administrators in Workday

 

  • Financial Services Topics
    • Banking and E-Commerce
      • Accepting Credit Card Payments
      • Deposits & Recording Payments
    • Business Expense Policy
      • Compliance & Controls
      • Financial Transaction Approvals
      • Prevent Duplicate Expense Reports
      • Supporting Documentation
      • Travel & Non-Travel Business Expenses
    • Customer Accounts
      • Contact Customer Accounts
      • Controls over Customer Accounts Receivable
      • Customer Invoice Payment Options
      • Customer Invoice Related Actions
    • Insurance and Risk Management
      • Business Travel Accident Insurance
      • Contracts & Certificates of Insurance
      • Notary Bonds
      • Property and Liability Insurance
      • Vehicle Insurance
      • Workers’ Compensation
    • Internal Service Providers
      • Establishing an ISP
      • Recharge Centers & Specialized Service Facilities
    • Other Accounting Topics
      • Bond Compliance
      • Change Fund Accounts
      • Guide to Internal Controls
      • Lease Supplier Contracts
      • Records Management Policy
      • AIS Subclass Object Codes
    • Paying for Goods and Services
      • Accounts Payable Contacts
      • Check Cancel / Reissue / Copies
      • Electronic Payments
      • Personal Liability T&E Cards
      • Procurement Card Program
      • Vendor Resources
    • Payroll and Time Reporting
      • Employee Self Service
      • For Fellowship Stipend Recipients
      • For Payroll Administrators
      • Payments to Foreign Individuals
      • Payroll Deadlines
      • Payroll Services Office
      • Tax Withholdings
    • Property and Equipment
      • Asset Retirement
      • Asset Tagging
    • Sponsored Projects Accounting
      • Additional Resources
      • Annual Reports
      • Award Management
      • Cost Sharing
      • FDP
      • Financial Closeout & Reporting Guidelines
      • Fixed Price Agreement Balances
      • Non-Personnel Costs
      • Off Campus Policy and Procedures
      • Personnel Costs
      • Program Income
      • Resources & Training
      • Sponsored Expenditures Guidelines
      • Subrecipient Monitoring
    • Tax Topics
      • Collecting Sales Tax
      • Contacts
      • Contributions
      • Foreign Payees
      • Gifts, Prizes & Awards
      • Non-Missouri Entertainers
      • Paying Sales & Use Tax
      • Relocation Expense Payments
      • University Tax Exempt Status
      • Unrelated Business Income
    • Workday – Additional Help & Best Practices
      • Expense Reports

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