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 Admin 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

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