STANFORD UNIVERSITY
Cardinal Curriculum Level II
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SU Service Center Training
Date: 11/23/2009
Cardinal Curriculum
Registration
References
Level I
Level II
* Proposal and Budget Preparation
* The Award Process
Subawards
Expenditure Statement Reconciliation and Review
FUNDamentals of Funds: Introduction to Funds Management
Introduction to iJournals
NIH: A Guided Tour
FastLane
Service Centers
Online Class
Test
Webliography
Grants.gov / eSubmit
Gift Administration
At Stanford

An Overview of Stanford University
Service Center Policies & Practices
ORA-1125

Class Content

This class will provide an overview of the required policies and practices for Stanford service centers. Those considering starting a service center for an existing or new operation, as well as those currently managing a service center will benefit from this class. Please note this class is currently only available online.

Learning Objectives

After completing this class, you will be able to: 

Module 1

  • Identify the criteria an operation must meet to be set up as a service center
  • Identify the types of service centers that operate at Stanford
  • Identify the policies and procedures for internal and external users
  • Identify alternatives to setting up an operation as a service center
  • Identify steps to setting up a service center

Module 2

  • Identify the relationship between service centers to federal regulations
  • Identify the link between the service center manual and federal regulations
  • Locate and use tools to identify those costs allowable for reimbursement by the federal government for academic service centers
  • Identify at least 3 requirements imposed on service centers by federal regulations

Module 3

  • Identify the definition of rate
  • Identify the 2 goals that service center rates are formulated to meet.
  • Identify approvals required for rates
  • Identify the types of alternative rate structures that are permissible
  • Identify at least 2 components of a service center budget
  • Identify the method for treating capital equipment in a service center budget

Module 4

  • Identify policies, procedures, and accounting treatment for internal & external users
  • Identify internal and external user information that must be documented by service center managers
  • Identify the number of years billing records must be retained by service centers

Module 5

  • Identify 3 monthly monitoring responsibilities of service center mangers
  • Identify at least 2 monitoring responsibilities of the department that owns a service center
  • Identify at least 2 monitoring responsibility of ORA
  • Identify responsibilities federal regulations impose service center management

Module 6

  • Identify at least 1 common mistake made by service centers
  • Identify the financial tools in which service center managers must be proficient
  • Identify the training courses service center managers are required to complete

 

Level II Certification

If you are working toward a Level II certificate, this class is an elective. We recommend you take it after taking the required Level II classes.



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