Frequently Asked Questions

According to the CBA, the FDF supports research endeavors that support “a candidate’s request for consideration for promotion or tenure,” and for the enhancement of “professional effectiveness."

There are two types of applications: travel (for conferences, research, and professional effectiveness) and non-travel (typically equipment and research assistants). Professional effectiveness proposals may fit in either category. Funds can only be used for the purposes stated in the application.

Please refer to the Travel Application Guidelines, Research and Equipment Application Guidelines, and Professional Effectiveness Guidelines for more detailed application information.

We define the enhancement of "professional effectiveness” as activities that aim to more effectually deliver academic learning (teaching effectiveness) or pursue academic research or creative work (scholarly effectiveness); this does not include other sorts of professional work, such as program development or administration, or skills development not directly applicable to research, creative work, or teaching. Applicants are expected to be specific regarding the ways in which their proposed activity will enhance their professional academic or creative work. For instance, if the activity aims to enhance teaching effectiveness, specify the ways it will do so and for which particular course(s); if the work aims to enhance research or creative work, specify the ways it will do so and for which particular project. 

According to the CBA, applications for awards related to research and creative work are to be prioritized over those related to enhancing professional effectiveness.

FDF requests vary widely. We have found that most travel requests range from 1,000 to 4,000, with some trips requiring additional funding. In addition, we have found that research applications typically range from 1,000 to 6,000, with certain projects requiring additional funding. Please be sure to provide adequate justification in your proposals so the committee can properly evaluate all requests. Please note that, depending on the availability of funds, the FDF Committee may set a cap on award amounts per faculty member.

The FDF Committee doesn’t evaluate on the basis of travel warnings or unstable conditions in travel destinations. However, the list of faculty destinations is shared with the Center for Global Education and final discretion as to whether university funds can be used to travel to a particular country rests with the Provost. You may also want to contact the Center for Global Education in advance of your application to check on the status of your desired destination.

FDF awards are made to individual faculty members. However, for collaborative research projects, you should prepare a joint application that describes the overall project and clearly outlines the division of labor and costs for each team member. Each faculty member can then submit the same application, tailored to their individual tasks, the portion of the budget, and their research trajectory.

Either is fine, as long as your reimbursement request is made within the same fiscal year as the travel. (The fiscal year ends on May 31st.) Since there is no guarantee you will receive FDF funding, most people prefer to apply before the trip.

No. Although you can apply retroactively if you like, it's best to apply in the Spring cycle for summer (or early fall) travel that will take place beyond May 31st (the end of the current fiscal year). That way, if you receive the awards, funds will be in your account for use in the next fiscal year.

For instance:

• Activities occurring on or before May 31 should be submitted during that year's Spring FDF cycle.
• Activities occurring after May 31 may be submitted either during that year's Spring cycle or retroactively during the following Fall cycle.

Yes, if you are requesting more than $250 for West Coast travel, more than $500 for other domestic travel, or more than $750 for international travel. The Committee needs to see evidence that faculty members are selecting economical fares; if they are not, the Committee may fund only part of the airfare. The best way to provide this is to get and save multiple price quotes when you book the flight. If you neglected to do that, please provide information from Fare Detective on the average airfare for the time period of purchase.

If your entire trip is less than 10 days, please submit a single application that includes your entire itinerary. It is essential that you explain each part of the trip, its professional significance, and its relative priority in your application; please provide any necessary details in the itemized budget. You should also include a contingency plan (or Plan B) in the event that the FDF Committee denies the application or finds issues with any part of the application, including the costs of the trips if taken individually.

If your trip is more than 10 days, please complete separate applications for each leg of your itinerary.

• Please note, you are required to indicate the total number of regularly scheduled class sessions that will occur during your absence, including any sessions for which you will provide alternative instruction (e.g., asynchronous content, substitute instructor, or rescheduled class).
• Ensure that you are in compliance with the class modification and absence policy. Faculty are permitted to modify 10% of a course’s instruction. In most circumstances, the use and distribution of the permitted 10% online instruction (whether synchronous or asynchronous) remains the purview of individual faculty. The primary uses of online instruction are to support pedagogical innovation and to maintain instructional continuity for planned conference travel. For a two-day-per-week class (2x15), this is approximately 3 classes; for a three-day-per-week class (3x15), this is approximately 4 classes. For absences exceeding 10%, faculty should consult their Associate Dean before submitting their FDF applications.
• You must fill out a Request to Be Absent form prior to your travel. Both the department chair and the appropriate Associate Dean must sign this form. Failure to complete this form for FDF-related travel may endanger your future FDF travel applications.
• In addition, please review the student employment guidelines, as TA’s are not allowed to serve as substitutes in the classroom. Faculty are exclusively responsible for required instruction; student workers may substitute only in rare circumstances, with approval from an Associate Dean.

Since priority is given to those with a specific role at a conference rather than to attendees, this is a reasonable concern. One option is to wait and apply retroactively. Another is to apply by the deadline and indicate when you expect to hear about your paper; cases like these often receive a conditional acceptance pending the acceptance of a paper. You can then update the FDF Committee when you’ve heard from the conference organizers. It is also a good idea to include in your statement of objectives any additional professional reasons you plan on attending the conference beyond the presentation of a paper.

All applications are submitted via the Gnosis system. No hard-copy applications or award letters are used. There are currently two funding cycles, one in the Fall (with an October deadline) and one in Spring (with a February deadline).

The required content for the different types of applications is found in these guidelines. Faculty are expected to read these instructions carefully and to provide everything requested; failure to do so is likely to result in delays, extra work for everyone, or a denial of the application.

Applicants are welcome to submit more than one application within a cycle, although if there is a budget shortfall, not all worthy applications can be funded. Applicants with more than one application are required to rank their applications in order of priority, from most to least professionally significant.

No. With the exception of rare circumstances, for first-year faculty members, as they get used to the system. Notifications and reminders go out many weeks before the deadline. For the FDF Committee to complete its work, we need everyone to submit their applications on time. To avoid complications, please do not wait to submit until the last minute before the online system closes.

Due to the increasing number and complexity of applications, requests outside of the regular funding cycles will only be considered on a case-by-case basis in true emergencies, such as an unanticipated research opportunity or deadline, or when it’s clear that the FDF Committee made an error in accounting. Faculty can contact the FDF Committee Co-chairs to request emergency out-of-cycle consideration. The co-chairs cannot overturn a denial by the FDF Committee, however, and applicants are encouraged to revise and resubmit denied applications in the following cycle.

Yes, you can apply for funds during a sabbatical and for funds to be used during a sabbatical. Be sure to indicate in your narrative if you have or intend to also apply to the USFFA’s Sabbatical Support Fund (SSF), and if so, the amount of the award received and for which expenses (or the amount and expenses for which you are applying). Travel expenses for sabbatical relocation are not covered by the FDF.

Faculty who are active USFFA members and on approved research, family, or medical leave remain eligible for FDF funding, provided they are not employed elsewhere during the leave period.

You can apply for travel (or equipment) expenses you've already incurred, but only if the travel (or equipment purchase) took place during the same fiscal year as the current FDF cycle. (The fiscal year ends on May 31.) Accounting and Business Services will not process reimbursements across fiscal years; therefore, retroactive applications involving travel or equipment from a prior fiscal year will not be considered. Keep in mind that, as you decide whether to spend your own money and then apply retroactively for FDF funding, FDF Awards are not guaranteed.

You can apply in advance for funds to cover expenses in the next fiscal year. For instance, if you have a conference in July, you can apply in the Spring FDF cycle; if awarded, the funds will be available in the upcoming fiscal year to reimburse those July expenses. You can also wait until the Fall cycle and apply retroactively for the conference costs.

The reason you’re asked to enter a budget in two places is that they serve different purposes. Gnosis is used to auto-generate award letters and to document the award amounts for the processing of reimbursement requests; the budget in the proposal narrative is used in the committee review, since you can add explanations and annotations there that you cannot on the Gnosis application page.

The FDF committee currently consists of five full-time faculty members, each representing an academic area, and four representatives of the CAS administration. All applications are reviewed by multiple committee members and then discussed; the committee works on a consensus model. Information about the current committee can be found under “Questions and Feedback” below.

Applications are given one of three results: accepted, conditionally accepted, or denied. Award letters are sent shortly after the FDF Committee’s final decisions are made, typically about a month after the submission deadline for that cycle has passed.

• Faculty whose proposals are accepted may use their funds as soon as they receive their award letter.
• Applications that are conditionally accepted are typically those in which the applicant is awaiting an important piece of information (e.g., whether a paper has been accepted for a conference) or the FDF Committee is requesting additional information. Once the issue with the FDF Committee co-chairs is resolved, the application is accepted.
• Applications that are denied are not funded. The applicant will receive an email summarizing the FDF Committee’s reasons for the denial. We encourage unsuccessful applicants to speak with the Committee co-chairs and/or their Associate Dean to learn more about the reasons for denial and, when appropriate, to revise and resubmit for the following funding cycle.

All of your award funds go into an account referred to as a FOAP. If your award was made in an odd-numbered fiscal year (e.g., Academic Year 2018-19= Fiscal Year 19), the funds go into an O FOAP (“O” for “odd”); if your award was made in an even-numbered fiscal year (e.g., Academic Year 2019-20= Fiscal Year 20), the funds go into an E FOAP. You’ll have an individual O FOAP number and an individual E FOAP number, which you can find at any time by going to the FDF Gnosis site, clicking on the award year and semester, and looking at the top of your screen.

If you'd like to check the balance in your FOAP, follow the instructions in the Banner Finance Guide.

Yes. The funds can be used until the end of the fiscal year following the award, so you have roughly 15-20 months to use them; after that, your balance in that FOAP (account) resets to zero. Note: The accounts themselves don't expire, and your account numbers remain the same; it's only the funds within them that have an expiration date.

In other words, if you received an award in either Fall 2024 or Spring 2025, those funds will be available until August 15, 2026; after which your O FOAP balance will return to zero. If you then receive an award in either Fall 2025 or Spring 2026, those funds will be available until August 15, 2027, after which your E FOAP balance will go back to zero; and so on. For a handy calendar showing these expiration dates, see the explanation and chart attached to your award letter. A copy of this chart is also included below:

No. The expiration date for FDF award funds is fixed. If you cannot use the funds within the time frame for which you were awarded them, you can reapply in the next cycle. (See the FAQ about what to do if you don't expect to use your award, to determine if you are able to return the funds to the CAS FDF pool.)

For travel, research equipment, and professional effectiveness reimbursements, you must submit an expense report in Concur. Accounting and Business Services provides instructions and a tutorial.

You’ll need: a copy of your award letter; the Fund number (your individual FDF number found on the gnosis site, 28XXXX); the Charging Organization (211042); and the Program Code (1200). Be sure to select the individual Fund number that matches the project for which the award was made.

A note on meal reimbursements: The expense type to use for food is Meal Allotment 716430. No receipts are required. Instead, attach the FDF award letter, which shows the amount awarded for meals, in the meal receipt area.

Be sure to keep track of your expenditures so that you don’t overspend. Faculty are expected to process their own reimbursements; program assistants have been trained in this and can provide guidance, but tracking awards and submitting expense reports for faculty are outside the scope of their job.

Travel reimbursement requests should be submitted within 10 days of travel completion. Retroactive travel reimbursement requests should be submitted as soon as possible after the relevant FDF Award is made.

All reimbursement requests must be submitted within the same fiscal year as the expenses were incurred. The fiscal year ends on May 31st, so only expenses incurred before that date can be reimbursed. Requests for reimbursement for expenses in a previous fiscal year will be denied by Accounting and Business Services.

No, but the CAS Office of Operations can help you purchase airline tickets without using a personal credit card using a “ghost P-card." Please contact Daniel Dao (ddao@usfca.edu) for details.

For expenses incurred overseas/in another currency, please include original receipts (or quotes) in the country’s currency with an expense report completed in US dollars. When converting to US dollars for international travel, the University requires that receipts be converted on the day of the expense or on the date of the final bill. Please go online to one of the converters and be sure to include the exact conversion date (not the current day’s date). Each conversion for each receipt must have a printed copy of the conversion from the online converter submitted with the receipt.

For research assistants, you must post a job listing. Once you’ve identified an RA, you process their hire through Workday. Your program assistant should be able to help you with this. Be sure their payments are set up from the FOAP (O FOAP or E FOAP) that matches the project for which the award was made. Be sure to keep track of your expenditures so that you don’t overspend.

Yes. Hilltop Shop purchases should be completed by June 15th.

Reimbursement is typically by direct deposit into your bank account. If you have not set this up, please download a reimbursement direct deposit form and email the competed form to ap@usfca.edu. Note that this form is different from the direct deposit form for salary.

No. As there is no mechanism for automatic notification when your funds are running low, faculty are responsible for tracking their expenditures and account balances. (You might think of it as similar to managing a personal budget and bank account.) Please track your expenditures and check your balance regularly to avoid overdrawing your account, and contact Dan Dao (ddao@usfca.edu) in the Office of Operations with any questions. If you have an RA and funds are getting low, you must alert them to stop their work.

We encourage you to thoughtfully estimate your financial needs and return any extra funds if you will not be using them. If you realize that you’ve asked for more funding for a project than you will actually spend, or if the circumstances for a project change, please contact the FDF co-chairs to return the funds by August 15th of the award year; if you do so, that money will return to the College of Arts & Sciences (CAS) FDF pool for disbursement in a future cycle. After that date, any balance in that account will be rebalanced and redistributed across all the academic units by the University after the award expires.

Faculty are accountable for overspending. You can check your account balance in Banner Finance.

Faculty are expected to keep expenses within the amount approved by the FDF Committee. The approved award represents the maximum amount eligible for reimbursement.

If costs are expected to exceed the approved amount, faculty should contact their Associate Dean and FDF Committee Co-chairs before incurring the additional expense. Additional funding is not guaranteed and will be considered on a case-by-case basis, subject to available funds.

Expenses incurred beyond the approved award amount are the responsibility of the faculty member. Repeated overspending may result in restrictions on eligibility for future FDF awards.

According to the CBA, “Failure to use FDF for the stated purpose shall obligate the Association member to reimburse the FDF in full.” If funds are not needed for the purpose for which they are awarded, the faculty member should notify the FDF Co-chairs that the funds can be returned to the FDF. However, within a particular project and with approval from the CAS FDF Committee Co-chairs and Office of Operations, fund usage may be adjusted (e.g., less money spent on hotels and more on airfare) as long as this does not exceed the original award amount.

We cannot make post-award adjustments except in extraordinary circumstances. You can request to distribute the amounts spent within your award amount (for the awarded project), but we do not change the total amount awarded after the award has been made.

Checking FDF Award Balances in Banner Finance

You can check your balance, broken down by expenditure type, at any time through the Self-Service Banner by going to myUSF and clicking on Employee Self Service. To check your account balance, you’ll need your individual FDF number (28XXXX) and the Organization number (211042).

Please refer to the Banner Finance Guide for instructions on how to run a budget query.

Here are the basic instructions:

1. Log into myUSF and click on Employee Self-Service.
2. Click on the Finance tab. If you don't see a Finance tab, contact  Daniel Dao (ddao@usfca.edu).
3. Select Budget Queries.
4. Select Budget Status by Account, then click on Create Query.
5. Check only the following boxes: Total Available Budget; Year to Date; Encumbrances; Reservations; and Available Balance.
6. Select the correct fiscal year (Academic Year 2022-23 is Fiscal Year 23, AY 2023-24 is FY 24 and so on), and enter the Fund code of your FDF (28XXXX) and organization code (211042). Fiscal Period should be 14, Comparison Fiscal year should be None, Comparison Fiscal period should be none, Chart of Accounts should be S, and everything else should be left blank.
7. View the Results page. Your available balance will be on the bottom right.

Keep in mind that the balance shown may not reflect recent charges and will not show you the balance of any particular award since all awards, travel, research, and professional effectiveness go into a single FOAP based on the fiscal year in which you received them. You may also want to use our handy FDF Award Tracking Sheet, see instructions on this page.

FDF Award Tracking Sheet and Instructions

The FDF Tracking Sheet is an Excel template that you can use to keep track of your FDF award spending. You can track expenditures and remaining funds in your O-FOAP and your E-FOAP; track by award type (travel or research/equipment) and expenditure type; and track totals in both of your FOAPs. The form, which you can adapt as needed, calculates your remaining balances based on your manual entry of awarded amounts and expenditures.

FDF AWARD TRACKING SHEET

1. On the travel sheet(s), enter the specific amounts from your FDF award letter in column B (“Awarded amount”). Use the Travel O sheet for travel awards that went into your O-FOAP and the Travel E sheet for travel awards that went into your E-FOAP.
2. On the travel sheet(s), enter actual expenses in column C (“Actual expense”) when you’ve completed your travel and submitted those expenses for reimbursement via Concur.
3. You will see the remaining amount in each category, and the total remaining from that award, in column D (“Amount remaining”).

1. On the research sheet(s), enter the specific amounts by expense type from your FDF award letter in column B (“Awarded amount”). Use the Research O sheet for research/equipment awards that went into your O-FOAP and the Research E sheet for research/equipment awards that went into your E-FOAP.
2. On the research sheet(s), enter actual expenses in column C (“Actual expense”). Enter equipment expenses after you’ve made purchases and submitted those expenses for reimbursement via Concur. You can use the separate RA Timesheet (available on the FDF web page) to track RA hours and calculate RA pay expenditures.
3. You will see the remaining amount in each category, and the total remaining from that award, in column D (“Amount remaining”).

Important notes

• The FOAP TOTALS page will automatically summarize your balances for a quick look.
• This tracking sheet is for your own accounting purposes, to assist you in keeping track and in avoiding overdrawing your FOAP(s). The official amounts are in Banner Finance, and you should regularly run a budget query there to ensure the amounts match. Refer to this sheet for instructions on checking balances in Banner Finance.

USFWorks

You can check your RA expenditures on USFWorks at any time; your program assistant should be able to help with this. This, along with periodic checks of your FOAP balance, should allow you to recognize when you are running out of funds. At that point, your RA will need to stop work right away; or, if you have received funds in your other FOAP to continue the research, you will need to use Workday to change the payment arrangement to that other FOAP.

APPROVING RA TIMESHEETS

USF Payroll is no longer auto-approving timesheets. This means that hourly employees and students will not be paid if their managers do not approve their hours at the end of each pay period. If you have hired a Research Assistant, you are their manager and are responsible for approving timesheets.

Payroll recommends that all managers set a calendar reminder to run the USFWorks "team time review" on the 15th and the last day of the month to ensure that their direct reports have submitted their time, and to run the report again on the 16th and 1st of each month to approve the time entered. To do this: On your USFWorks home page, click the Team Time worklet --> Actions --> Review Time.

If a delay in payment to the next pay period causes hardship to the employee, a special check request should be submitted to Gale Bettencourt (gbettencourt@usfca.edu), Director of Payroll Services, for approval by Dom Daher.

RA HOURS TRACKING SHEET

The FDF RA Timesheet is an Excel file template that will calculate expenditures, including the cost of benefits, and your remaining balance based on your manual entry of billed RA hours. We recommend that faculty use a separate sheet for each individual RA award.

RA HOURS TRACKING SHEET

How to Use

1. Enter your RA award amount for your designated in cell D3 (“TOTAL AWARD”).
2. Enter the total RA hours corresponding to your FDF RA award in cell D4 (“Total RA HRS).
3. Modify the content of the RA TABLE (in cells Q7-18, R7-18, and S7-18) to suit your needs.
   • Change the default names (Elias, Alex, David etc.) by typing in your RA’s actual name(s).
   • Change your RA’s level (type either U for undergraduate RA and G for Graduate RA) and pay rate (changes year to year, found on the Student Employment page and in the FDF Guidelines).
   • These changes will be automatically reflected on the RA timesheet.
   • Note: You can change the names and rates as needed. The default sheet has 10 research assistants added already. If an eleventh RA is need, you can click the next cell below the last name and start typing. This will create a new row that will work with the rest of the spreadsheet. Fill in the name, level and rate.
4. Enter Pay Period (Column A). Simply type a number at the pay period (Column A) and a new row will be created.
5. Have your RA fill out Columns B, C, E and F (Name, Date, Start Time and End time) to indicate when they started and completed their work assignment.
   • When these areas are filled, this sheet will automatically calculate the remaining balance (see Column K).
   • If you overspend your award, the figure in Column K will turn from Black to Red. This means you have run out of your funds and are now overspending your award. Your RA should immediately stop working for you to avoid further overdrawing of your account.
6. Column L can be used by either faculty or the RA to describe the type of assignment that the RA is required to do for that date.
7. Column M should be completed by the RA to report to the faculty what kind of progress he/she made for each assignment.
8. Note section (Column N) is there for both parties (RA and faculty) to write comments as needed.
9. Share your FDF RA timesheet with your assistant.
10. Monitor the timesheet. Sharing the timesheet via a shared drive such as Dropbox, Google Drive, or OneDrive allows you to receive a notification whenever your RA makes changes to it.

IMPORTANT NOTES

• This timesheet does not replace the Workday timesheet. Make sure your RA submits the correct number of hours via Workday. Every time your RA submits their hours via Workday, you should run a budget query via Banner Finance to make sure that the hours correspond to those entered in this Excel sheet. (For instructions on budget queries, see this sheet.) If there is a discrepancy, your RA most likely entered the wrong number of hours via Workday. Contact Payroll if you have any questions regarding the hours billed.
• If your balance is less than 20% of your original award, you should calculate the number of remaining hours left and make sure you do not overspend your original award.
• You are legally obligated to pay your assistant within 10 days of their service, regardless of your balance. You are legally prohibited from paying your assistant directly with your own private money.

USFWorks uses the term "FOP" (fund-organization-program) instead of FOAP (fund-organization-activity-program), but both refer to your FOAP number. You’ll have an individual O FOAP number and an individual E FOAP number, which you can find at any time by going to the FDF gnosis site, clicking on the award year and semester, and looking at the top of your screen.

Please see this guide on changing RA FOPs in USFWorks. 

You can’t hire USF students, faculty, or staff as independent contractors. Use USFWorks to post a student position. Visit the Supervisor Instructions page for more information (login required).

Rarely, but occasionally, a faculty member cannot find a student qualified to take on the duties necessary for their research to proceed and, under strict conditions, may hire an RA outside of USF. This is not encouraged. To do so, you must first demonstrate that you have tried but could not find a USF student who can adequately assist in your research; this includes advertising the position at USF. You will also need to explain in your application how you comply with the legal requirement of equal opportunity in hiring (how you would advertise the position, what selection criteria you would use, and so on). In addition, a non-USF assistant must be paid a higher benefits rate (currently 28% as opposed to 12% for USF students), and will need to work with the Payroll Department to hire and pay a non-USF affiliate (a different process than standard student hiring).

No. USF must pay vendors or individuals providing services directly; do not pay them out of your own pocket, as you will not be able to get reimbursed. The vendor should prepare an invoice and receive payment directly from the University. When a contract is involved, it must be vetted by legal counsel to clear any legal issues. Your department's program assistant is trained to process these types of payments and can provide assistance.

No, the FDF cannot cover the costs of canceled trips. When this happens, faculty typically arrange any refunds or credits and absorbs any additional non-refundable costs. Although we are not allowed to treat travel insurance as a reimbursable item, many faculty members purchase travel insurance in order reduce the financial loss of an unforeseeable cancellation.

If an applicant tests positive FOR COVID immediately prior to conference travel or experiences a similar unexpected medical emergency and is unable to attend a conference for which they received FDF funding, the first step is to request reimbursement directly from the airline, the hotel, and the conference organizers. If you are unable to receive full reimbursement, the applicant will be eligible for reimbursement of registration fees and for one night of lodging. To be eligible, you must submit your correspondence requesting reimbursement of hotel and conference fees.

We understand your confusion. The system was created and agreed to by the University and the USFFA as the most sensible way to keep a clear track of spending, avoid leaving unused funds sitting indefinitely, discourage stockpiling of funds, and clarify funding end dates. You can find more detailed explanations in other FAQs, but here are the basics.

Every time you receive a Faculty Development Fund (FDF) award, it goes into an account. In Banner, these are referred to as FOAPs (an acronym for Fund, Organization, Account, Program), but just think of this as a synonym for "my FDF account."

You have two FOAPs (accounts), depending on when you received an award, each with its own number specific to you, and which is yours from here on out. When you receive an award in an academic year ending in an odd number, it is recorded in your O FOAP. When you receive an award in an academic year ending in an even number, it is recorded in your E FOAP. You can see your FOAP (account) numbers by logging into the FDF gnosis application site, clicking on the semester and year of your award, and looking toward the top of the screen. These personal account numbers don't change from year to year. You just have two of them.

The funds in these accounts expire in mid-August of the academic year after you received the award; at that point, your account will remain open, but the balance will go to zero. (It's like having airline points that expire after a certain date.) See the FAQ on expirations, or your award letter, for more details.

Expenses for which you received an award must be billed to the FOAP (account) that goes along with that award (as described above).

Just as with a bank account, when an account balance is getting low, you need to stop spending from that account. That means you need to periodically check your account balances in Banner Finance. You'll probably have to remind yourself which account is which (O FOAP or E FOAP) and how long you have to use those funds. We have various resources on these pages you can use to check and track account balances; we strongly recommend using these as a guide, since many people find Banner Finance non-intuitive.

Please refer to the Banner Finance Guide for instructions on how to run a budget query.

Please see the Tracking Tools in the Post-Award FAQ below for FDF award tracking sheets and Research Assistant tracking sheets.

Please make sure you understand the deadlines for using funds in O FOAPs and E FOAPs (and for returning to the CAS pool funds you discover you won't be using). This information is attached to your award letter and also addressed in the Post-Award FAQ section. You can also consult the following chart, summarizing deadlines:

Travel and equipment expenses are handled through reimbursements, which are processed through Concur; faculty are responsible for submitting receipts and using the account number listed in their award letter. Reimbursement requests should be submitted and within 10 days of the date of the expense. Research assistant payments are made from the faculty member’s FDF research account; faculty are responsible for tracking student work hours and approving time sheets, using the account number listed in their award letter. For further details, see Post-Award FAQ.

When you create your first application A, it will automatically be assigned a priority of 1. The second application B you create will be assigned priority 2, and so on. If you want to switch their priority ranking, you have to first “free up” priority 1 by assigning application A a different priority number; since priority 2 is already taken, assign it a higher number (e.g., 3). With priority 1 now available, you can assign application B to priority 1 and application A to priority 2. If you’re having trouble, you can also just contact the Dean’s Office FDF administrative staff, and we can switch it for you.

You can only make changes to your application up until its submission or deadline, whichever comes first. To make changes after you’ve submitted your application, please email the Dean's Office FDF administrative staff and we can make any necessary changes before the deadline.

The Dean's Office FDF administrative staff is available to answer any questions or address concerns.

• Alicia Graziani (agraziani@usfca.edu), Committee Administrative Support

Please watch this tutorial on how to use Concur Expense.

For questions about Concur, checking account balances, reimbursements, and other financial issues, please contact the CAS Office of Operations.

• Daniel Dao, Finance and Operations Manager: ddao@usfca.edu
• Alicia Graziani (agraziani@usfca.edu), Committee Administrative Support