Allocation Transfers

Units may sub-allocate their funds by sending requests to the Non-Sponsored Group mailbox requesting the establishment of additional projects to be funded by their approved allocation. The time period for each project is determined at the discretion of the awarding unit.

Accounts funded by a pool of existing funds, such as facility and administrative cost recovery accounts, receive funding from various sources. The largest pool consists of the yearly funded indirect cost pool, facilitated by the university’s internal financial plan process. The funding is divided and used to support various administrative accounts for the Provost, academic Deans and academic support units, organized research units, research support units and research incentive programs authorized by the Provost or VP for Research.

The continuing master award that was set up is 75023. Functional projects are then established, or previous year accounts are used based on preference, for each unit receiving Research Foundation (RF) funding from the university’s internal financial plan.

• Units may sub-allocate their funds by sending requests to the Non-Sponsored Group mailbox requesting the establishment of additional projects to be funded by their approved allocation. The time period for each project is determined at the discretion of the awarding unit.
• A project’s end date may be requested to run beyond the initial one-year period. However, since the initial award period is only one year, any payroll commitments beyond the one-year period will not appear on the project during the first year.
• After the initial year, the Master Award will be extended and future commitments will appear against the project.
• Requests for project extensions beyond the initially designated funding period must be submitted by the awarding unit to the Non-Sponsored Group mailbox.
• Units are strongly encouraged to use the previous year’s funds before using new funds for old awards to be closed in the RF Business System, and to minimize the complexity of the review and monitoring needed by departments.
• Monitoring occurs at the project level, where expenditures may not exceed the budgeted amount.
• An annual review of project balances should be performed by the awarding units. Upon reaching the designated termination date, projects with remaining balances of less than $100 will be automatically closed and the balance will be returned to the awarding unit’s functional project.