Grant Management Guide
GRANT DEVELOPMENT
Web Resources
- 3-rd Party Cost Share Contribution Template
- 90-day Cost Transfer Job Aid
- Automated Closeout Report (ACR) Job Aid
- Automated Closeout Report (ACR) webform login
- Cash Advance Worksheet
- Problematic Charges on Grants
- General Accounting
- Effort Certification System
- Human Resources
- Fly America Act
- Fly America Act Resources
- LAM/Obligations (FIPRD)
- NSF Proposal & Award Policies & Procedures Guide (PAPPG)
- Procurement Services
- Sponsor Terms & Conditions
- UD Financials reporting (FIRPT)
- UD Financials Systems Information
- UD Grants System (FIPRD)
- UD Webforms
- UD Webviews
- UDataGlance
Equipment Cost-Share
There are several types of cost-share that can be part of an award. The type of cost-share determines how it is tracked. Effort cost-share will be discussed later in this section under “Reconciling Transactions.” The cost share policy can be found here: Cost Share Policy
Research Office Equipment Cost-Share — A separate Purpose is established to track this type of cost-share. All transactions using these Purposes should automatically be populated with the ProjectID. However, it is possible that some transactions may appear in Financials without the Project ID. If this should happen, it is important to contact the responsible department to correct the transaction (i.e., if a Purchase requisition, contact Procurement, JV-initiating department) or the expense will not be reflected as cost- share related to the grant.
Other Equipment Cost-Share — Match funds from UD sources other than Research Office may not have a separate Purpose established. There are several different ways to track these transactions.
Populate the Project ID in the Project ID field when a transaction is initiated. For example, in a purchase requisition, you would fill in this information at the time the Requisition is submitted. If you are using your departmental supplemental funds Purpose (such as CHEM17S000), the Project ID field is normally blank. By filling in the Project ID, you can run queries to pull all cost-share transactions together, regardless of funding source.
Useful queries for tracking cost-share are:
GMQ_CS_COMMITTED_EXPENDED_V — Shows cost-share (match) committed and spent amounts by project.
GMQ_PO_W_CS_BY_PROJECT — Returns PO data by Project ID and PO and cost-share (details).
Cost-share must be verifiable or it may be disallowed. If the department is not able to document that the committed cost-share was provided, a percentage of the awarded funds may be returned to the sponsoring agency.
More information about Equipment Cost Share
Web Resources
- 3-rd Party Cost Share Contribution Template
- 90-day Cost Transfer Job Aid
- Automated Closeout Report (ACR) Job Aid
- Automated Closeout Report (ACR) webform login
- Cash Advance Worksheet
- Problematic Charges on Grants
- General Accounting
- Effort Certification System
- Human Resources
- LAM/Obligations (FIPRD)
- Procurement Services
- UD Financials reporting (FIRPT)
- UD Financials Systems Information
- UD Grants System (FIPRD)
- UD Webforms
- UD Webviews
- UDataGlance
- Department of Defense
- Education Department General Administrative Regulations (EDGAR)
- Fly America Act Definition
- Fly America Act
- NASA Grant and Cooperative Agreement Handbook
- Naval Research Laboratory
- NIH Grants Policy Statement
- NSF Proposal and Awards Policies & Procedures Guide