ACTIVITY/
DOCUMENT |
APPROVAL
THRESHOLD |
Non-Salary Cost Transfers
Policy Reference:
Cost Transfer Policy |
ALL DOLLAR AMOUNTS |
| IX moving charges TO a sponsored project. (Cost transfers
must be processed in the accounting period following the accounting
period in which the original charge was posted to CUFS.) |
Must be approved by a CA regardless of dollar amount.
PI approval required if PI supplied incorrect account number. |
| IX moving charges TO a sponsored project. (Cost transfers
NOT processed in the accounting period following the accounting
period in which the original charge was posted to CUFS.) |
Must be approved by PI, Department Head and then CA regardless
of dollar amount. |
| IX moving charges FROM a sponsored project |
Requires approval by an area authorized signer. |
| Salary Cost Transfers |
ALL DOLLAR AMOUNTS |
| HSA (PeopleSoft) |
Approvals should follow procedures outlined in Training Services
materials. All salary cost transfers attempting to post charges
to sponsored accounts after Effort Certification are systematically
forwarded to SPA, which approves only adjustments involving
very extenuating circumstances that are fully documented and
justified. The justification letter must be sent to the certified
approver for approval. If the certified approver concurs with
the request, he or she sends the letter to the Effort Unit along
with the adjusted effort certification statement. The letter
and the adjusted statement must be submitted to the Effort Unit
before the HSA is posted to the PeopleSoft system. For details
please refer to
Cost Transfer Policy. |
