Contact ORS Staff

Penn Data for Proposals


coi FCOI

Human Subjects
Animal Subjects
Export Controls
Research Inventory System (RIS)

Sponsored Project Accounts Receivables at Penn

Effort Reporting

Forms and Tools




Sponsored Project Accounts Receivables at Penn

This page has been established to share important information related to the billing process for sponsored projects research at the University of Pennsylvania. 

Grant Revenue and Receivable Narrative: Sponsored Projects Revenue and Receivables Process FY19

Data Warehouse Reports : These reports contain summary and detailed information and balances related to Billed, Unbilled and Deferred revenue totals posted to 5-funds at the University of Penn.  These reports are can be run by any user with access to the Finquery Universe of the data warehouse and are available in the Public Folders: Accounts Receivables Webi Reports.docx

Accounts Receivable Process Flow Documents:  Process flow of generate revenue and accounts receivable activity for different type of billing at the University of Penn:

Accounts Receivable Process Flow

GMS BBR Invoicing Workflow.pdf

University Of Pennsylvania Sponsored Programs Accounts Receivable Process

General Information Related to Invoicing: Sponsored Projects Policy related to the Billing Processes. 

Additional Notes related to Accounts Receivables.

Notifying ORS when an invoice has been submitted by the resp org / department of a 5-FUND :
Sponsored Project Invoicing.docx




Accounts Receivables Collections:
To request that someone to contact a sponsor regarding an unpaid invoice/ open receivable please contact ORS or ORSS (contact information displayed below)

Contact Information ORS:  For Non- PSOM

Candese Foxworth

Contact Information ORSS: for PSOM

Danielle DiIanni


Sponsors Funding PSOM Projects that ORS is still responsible for Collection Efforts (Gokila will contact the sponsor, not Danielle)
- Children’s Hospital of Philadelphia
- Fox Chase Cancer Center
- School District of Philadelphia
- National Space Biomedical Research




ORS Newsletter: Summer 2017

ORS Newsletter: Winter 2017

ORS Newsletter: Summer 2016

Updated NSF Proposal & Policy & Award Procedures (PPAP)

NIH Grants Policy Statement (GPS)

Turnaround Time Expectations

ORS Newsletter: Fall 2015

ORS Newsletter: Summer 2015

ORS Newsletter: Winter 2015

Proposal & Award Policies & Procedures Guide (PAPPG)

ORS Newsletter: Fall 2014

ORS Newsletter: June 2014

ORS Newsletter: February 2014

ORS Newsletter: November 2013

ORS Newsletter: July 2013

NIH Tutorial

ORS Newsletter: April 2013

ORS Newsletter: January 2013

ORS Newsletter: October 2012

2012 NIH Grants Policy Statement (GPS)

Financial Conflict of Interest Information

ORS Newsletter: July 2012

DOD F&A Cap Update

ORS Newsletter: March 2012

ORS Brown Bag Schedule with Handouts

xTrain FAQs

xTrain Termination of Fellowships Quick Reference Guide for Institution Users

eRA Help Desk (For xTrain Policy-related Questions)

Announcement: Change in University's F&A Rates for Clinical Trials, effective July 1, 2011

New AIS Guide

NIH eFFR (SF425) Implementation Notice

FFR Schedule

FFR Implementation Notice

FFR Pilot--- Late FFR Submission Approval Ltr

Procedural Guidelines for Principal Investigators (“PIs”) Leaving the University of Pennsylvania: Handling Awards, Research Materials, Equipment and/or Other Research-Related Issues

New for FY11: New BEN Cost Transfer Categories

August 20th, 2008 Letter from Associate Vice Provost for Research

Solution to Common PD Questions

ORS Brown Bag Session, Apr 9, 2009:
Slide Presentation

NIH Public Access Policy This new policy now mandates the deposit of peer-reviewed manuscripts from all NIH funded research to an open access archive, PubMedCentral

Information related to the FY08 Department of Defense appropriation signed November 17, 2007.  

NIH Salary Cap
Information on the past and current caps.

For up to date news regarding research administration, take a look at our most recent newsletter or click here to get instruction on how to subscribe to our email list serv.

Sponsored Programs

New to Sponsored Projects Administration at Penn?
Click here for information on what you need to know and where to find it.

NIH eSNAP Process and Procedures

Research Compliance

Proposal Transmittal and Approval Form

Sponsored Programs Subaccount Worksheet

Accounting Procedures of Non-Federal Sponsors


Research Administration Quizzes and FAQ'S

Salary Cap Cost Sharing Estimator