Cost Transfer Form

Submit the PDF Cost Transfer Form and supporting documentation as an email attachment to your authorized approver(s). The Cost Transfer Form must be used to obtain approval of journal entries subject to the Cost Transfer Policy.

Cost Transfer Form Effective July 1, 2018
Cost Transfer Approvers

Cost Transfer Form Instructions:

Under 90 Day Cost Transfer Process:

Step 1: The department prepares the draft journal entry  (or A/P adjustment for equipment purchases).
Step 2: The department completes the Cost Transfer Form. The form can be completed in PDF form or printed.
Step 3: The department submits the completed PDF form (and all supporting documentation) through email to OSP approver or tub authorizer approver (the "approver") (see list of cost transfer approvers).
Step 4: The approvers reviews the Cost Transfer Form and contacts the department if more information is needed. If the cost transfer is approved, the approver signs the form and returns the signed form to the department.
Step 5: Once the department receives the signed Cost Transfer Form, the journal entry should be posted on a timely basis. The department is responsible for maintaining all documentation.

Over 90 Day Cost Transfer Process:

Step 1: The department prepares the draft journal entry (or A/P adjustment for equipment purchases)
Step 2: The department completes the Cost Transfer Form. The form can be completed in PDF form or printed.
Step 3: The department submits the completed PD form (and all supporting documentation) through email to the school-level authorized approver or OSP approver.
Step 4: The school-level approver reviews the Cost Transfer Form and either contacts department for more information or approves the cost transfer. The department is responsible for maintaining all documentation.
Step 5: After the school-level approver signs the Cost Transfer Form, the school-level approver emails the form with attachments to the OSP Approver.
Step 6: The OSP Approver reviews the cost transfer. If the cost transfer is approved, the OSP Approver will sign the Cost Transfer Form and email the signed form to the department and the school-level approver.
Step 7: Once department receives the signed Cost Transfer Form, the journal entry may be posted. The department is responsible for maintaining all documentation.

 

Cost Transfer Approvers

Tub Under 90 Days Over 90 Days School-Level Approver Over 90 Days OSP Approver
HMS OSP Senior Financial Analyst
osp_cost_transfer@harvard.edu
Rita Bergemann Sheila Doyle
SPH

Ariadne Labs: Carrie Main

Biostats: Sherley Brice (primary), Elizabeth Solinga (secondary)

CBAR: Jacqueline Blake (primary), Melicia Whitley (secondary)

Center for Health Decision Sciences: Alison Armstrong

Environmental Health: Cori Chisholm (primary), Glenn Stern (secondary)

EOME: Pat McGaffigan (primary)

Epidemiology: Sean Mayne (primary), Jamie Fu (secondary) Laura Severse (secondary)

GCD: Ed Martinez 

Global Health and Population: Julie Rioux (primary), David Mattke-Robinson (secondary), Natalie McCabe (secondary), Marsha Scott (secondary)

HPM: Mary Odle (primary) Arlene Man (secondary)

IID: Maura Meagher

Nutrition: Meghan Teehan (primary) Katrina Soriano (secondary)

SBS: Robin Blum (primary) Loretta Alamo (secondary)

All other centers without a designated authorized approver: Judy Lo (primary), Kristie Froman (secondary)

Kristie Froman (primary), Judy Lo (secondary) Tricia Hopkins

 

FAS
OSP Senior Financial Analyst
osp_cost_transfer@harvard.edu

Nuala McGowan, Pat Fitzgerald (secondary)

Sheila Doyle
SEAS (effective 7/11/16)

OSP Senior Financial Analyst
osp_cost_transfer@harvard.edu

Nuala McGowan, Pat Fitzgerald (secondary)

Tricia Hopkins
Wyss Paula Cornelio, Pam Greene  Paula Cornelio, Pam Greene  Tricia Hopkins
GSE

Helen Page, Tiffany Cott

Helen Page, Jane Eaton (secondary) Tricia Hopkins
HKS

Ash Center: Charlene Arzigian

Belfer Center: Liz Brady

Carr Center: Sarah Svenson

Center for Public Leadership: Charlene Arzigian

Center for International Development: Sarah Svenson

Executive Education: Charlene Arzigian

Mossavar-Rahmani Center for Business and Government: Liz Brady

Shorenstein Center: Liz Brady

SLATE: Charlene Arzigian

Taubman Center: Charlene Arzigian

Wiener Center: Liz Brady

Women and Public Policy Program: Sarah Svenson

Carrie Kachoria Tricia Hopkins
All other University Area Tubs OSP Senior Financial Analyst
osp_cost_transfer@harvard.edu

Tricia Hopkins, Sheila Doyle

Tricia Hopkins, Sheila Doyle