Essential information

• Basic Responsibilities



• How to Identify Funds for Which You Are Responsible
• Determining Award Terms and Conditions
• Cost Sharing
• Monitoring Expenses
• Determining Intercampus Sub-Award Balances
• Calculating Indirect Cost on Federal Subcontracts
• Rebudgeting Requests
• Computing Indirect Cost Changes
• Carry-over Requests
• No-Cost Extension Requests
• Preparing for Final and Annual Reporting to the Agency

Related information

• Pre-Award Spending
• Indirect Costs Exclusions
• Billing/ Payment Methods
• Monitoring Fund Billing and Payments
• Expanded Authorities
• FDP
• Federal Flow-Through Funds
• SNAP

• Policies:
  • Cost Accounting Standards
  • Record retention (PDF)

Resources

• FinancialLink:
  • Expanded Budget With Index Summaries
  • Encumbrance Lifter
  • Departmental Transactions
  • Account Code Summary
• Training:
  • Guide to Reading Operating and Encumbrance Ledgers
  • FinancialLink (multiple courses)
  • Postaward Administration Workshop
  • Cost Accounting Standards
  • Cost Transfers (ENPETs and PETs)
  • Effort Reporting (ECERT)
  • Cost Sharing Overview

Contacts and forms

• OPAFS Contacts



• Forms:
  • Financial Expense Report (Excel)
  • Sample Financial Expense Report (Excel)