Cost Transfer Process

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 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 the authorized approver (the "approver") (see list of cost transfer approvers).
    • Please note: This inbox is monitored during normal business hours. Under 90 day CT requests received after this time on day 90 will not be reviewed as under 90 day cost transfers and must be resubmitted as over 90 day cost transfers.
  • 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. Change the effective date on the pending adjustment to the approved date when posting. 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. Change the effective date on the pending adjustment to the approved date when posting. The department is responsible for maintaining all documentation.

Cost Transfer Approvers

Table 1: Cost Transfer Approvers
Tub Under 90 Days Over 90 Days School-Level Approver Over 90 Days OSP Approver
HMS Rita Bergemann, Melissa Chu, or Mark O'Brien Rita Bergemann Christyne Anderson
SPH

Ariadne Labs: Carrie Main

Biostatistics: Sherley Brice

CBAR: Jacqueline Blake

Center for Health Decision Sciences: Alison Armstrong

Environmental Health: Cori Chisholm

EOME: Pat McGaffigan

Epidemiology: Laura Severse

GCD: Megan O'Donnell

Global Health and Population: David Mattke

HPM: Mary Odle

IID: Maura Meagher

Nutrition: Meghan O'Donnell

SBS: Robin Flaig

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

Kristie Froman (primary), Judy Lo (secondary) Christyne Anderson
FAS Jacqueline Mordi or Nuala McGowan 

Nuala McGowan, Pat Fitzgerald (secondary)

Christyne Anderson
SEAS (effective 7/11/16)

Jacqueline Mordi or Nuala McGowan 

Nuala McGowan, Pat Fitzgerald (secondary)

Christyne Anderson
Wyss Paula Cornelio, Pam Greene Paula Cornelio, Pam Greene Christyne Anderson
GSE

Tiffany Cott

Jane Eaton Christyne Anderson
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 Christyne Anderson
All other University Area Tubs Christyne Anderson
osp_cost_transfer@harvard.edu

Christyne Anderson

Tricia Hopkins, Sheila Doyle