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Ensures that individuals have appropriate authority
to incur and allocate expenditures.
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Ensures that monthly monitoring of expenditures, timely
correction of errors, and reallocation of expenses,
including personnel effort, occurs.
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Ensures compliance with UW-Madison Cost Transfer Policy
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Initiates and authorizes requests for cost transfers.
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Provides complete, clear and reasonable justification
for transfers as required by this policy.
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Manages project to minimize the need for cost transfers.
College / School Responsibilities:
Ensures that personnel responsible for financial administration
of sponsored projects are familiar with UW-Madison Cost
Transfer Policy.
Provides oversight and advice on sponsored project administration
including cost transfers and personnel activity reports.
Provides support to answer questions and concerns from
PI’s and departments regarding cost transfer issues.
Approves transfers, and ensures 90 day compliance with
UW-Madison Cost Transfer Policy.
Research and Sponsored Programs Responsibilities:
Exercises stewardship over sponsored projects in accordance
with specific award terms and conditions and sponsor policy.
Advises PI, Department, and Dean’s Office on processing
cost transfer adjustments and procedures.
Reviews and approves cost transfers and supporting documentation
in accordance with UW-Madison policy and sponsor guidelines.
Provides training on Cost Transfer Policy and principles
of sponsored project administration.
Please note that the distribution of these responsibilities
may vary in different areas of campus. Responsibilities
may be shared or delegated differently between the respective
groups depending on organizational structure and staffing
at the PI/designee, college/school, and Research and Sponsored
Programs Office level.
Assistance and Support
Research and Sponsored Programs is available to respond
to inquiries and assist the PI or designee and College/School
personnel with questions regarding Cost Transfers. Your College/School’s
Dean’s administrative office will also be able to
provide guidance with cost transfer issues and concerns.
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