Project close out

[this...@umn.edu]

I need to prepare an HSA to close out a project where the only expense was sal/fringe. Is CA approval necessary when a cost transfer is to a non-sponsored chart field?

[Andrea Johnson]

No, it isn't.  

[march016]

The cost transfer approval matrix in the job aids section of this site is good reference material for when an approval is or isn't required.  But as Andrea pointed out already, CA approval isn't required on a cost transfer if it is debiting a non-sponsored program only.

[Liz Hinske]

In addition to the comments already posted on this question, I would also note that although you do not need CA approval to credit a project and debit a non-sponsored string to close an award, there may be ramifications to explore on the Effort statement.  A full exploration of his topic would be more appropriate for the "Effort" discussion group on this site but I thought it would be worth mention here that if the period of time covered in your HSA has already been fully certified in the Effort system and if the credit to the project affects the certified percentage by +1% then the Effort rectification process should be followed and CAs do have a role to play in that scenario.

[Jerian Lind]

Adding to the other thoughts - the expenses removed should be the ones that were not included on the final SFR report.  If you remove expenses they've reported to the sponsor, you don't need CA approval, but SFR may need to amend their report.