Guidance on OTPS Cost Transfers Impacting Sponsored Programs
I. Information/Overview
- Cost Transfer Policies & Procedures:
- Policy VIII.C.1: “Compliance With Sponsor Requirements”
- Procedure 8-20: “Preparations of Cost Transfers Involving Sponsored Program Accounts”
- Procedure 8-21: “Retroactive Cost Transfers for Expenditures”
- Procedure 8-22: “Retroactive Labor Distribution Adjustments”
- Retro Request Form
II. Tools and Guides
- Presentations from ABC’s & D’s of Cost Transfers course
- Do I need to submit a Retro Request?
- Retro Request Form
- List of Rework Codes
- OTPS (Other Than Personnel Services) Cost Transfers
- Accounting Services Operational Schedule (includes key dates for OSP Review of Cost Transfers)
- 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.)
Looking for Guidance on Labor Distribution Adjustments?
Visit our page: Guidance and Tools for Scheduling Labor Distribution on Sponsored Projects: