Resources

Financial Policies & Procedures

Guidance on common financial policies and procedures for labs, departments and visitors:

BSA-Hosted Resources (NetID required)

• Purchasing Procedures
• Expense Reimbursements
• Capital Equipment Orders
• Fabricated Equipment Orders

Access guides on SharePoint

Externally Hosted and Public Resources (No NetID required)

• Visitor Expense Reimbursements 
• Wire Transfers
• Purchasing Decision Documentation (Job Aid)

Research Administration

Research administration resources and guides for principal investigators and fellows (NetID required):

• Research Administration Resources - Browse frequently used research-related resources 
• Fellowship Applicant Guide - Proposal guidance, key deadlines and submission support for PIs and trainees
• Fellowship Post-Award Guide - Post-award guidance for NIH fellows

BSA Forms

Find BSA forms to submit a request to initiate:

• An expense reimbursement - Expense Reimbursement Form 
• Position-related actions, including hiring new lab employees, requesting salary adjustments, promotions, reappointments and notification of lab staff departures - Position Management Form 
• A Proposal setup with the Sponsored Research office. For questions, contact your BSA RA or email BSA-RA@northwestern.edu. - Proposal Intake Form