Costing Principles and Guidance
I. Overview/Form
II. Tools and Guides
- UVA CAS guidelines
- How Do I Fill Out a CAS Form? A short, interactive presentation that goes over the "nuts and bolts" of filling out a CAS form. (Requires Adobe Flash Player 8 or later)
- Annotated CAS Exception Form - (.pdf) an example of a completed CAS form, with guidance and additional instructions
- How to look up transaction controls - (.pdf) useful when you aren't sure if an expenditure type is blocked on a PTAO. (OSP approval of a CAS form is required to remove transaction controls)
- How to look up an award purpose code - (.pdf) not sure if your sponsored project PTAO is federally funded? This document shows you how to find out! (It's especially helpful to check GF, GO, GS and other potential sources of Federal "flow-down" funding.)
- Guidance on Laboratory Cost Allocation Plans - A one-page overview of issues surrounding allocation of costs in an environment, such as a lab, where items often benefit multiple projects. Discusses do's and don'ts for creating a lab cost allocation plan
- Working with F&A at UVA (.pdf)
- Subaward Expenditure Type (F&A/No F&A) Calculator - An excel spreadsheet that allows the user to enter subaward invoice payments and automatically splits payments into the Svcs Subcontracts, Spon Prgm and Svcs, Subcontracts, OSP No F&A as the $25,000 F&A threshold is reached. Contains tabs for tracking up to 10 subawards per workbook. (While the "First $25,000" rule applies to most subawards, check award terms and conditions before using this tool. Any questions on what rule applies to your award, contact Mike Ludwick.)