Welcome to the
Office of Research Services
ORS provides administrative support to faculty
and departmental managers for sponsored project activities. ORS is responsible for proposal submission and agreement negotiation for federal sponsors and non-profit sponsors. ORS is responsible for all post-award activities, regardless of sponsor.
Revised Direct Cost Transfer Policy
In an effort to improve monitoring, tracking and compliance of sponsored program cost transfers, Penn’s Cost Transfer Policy #2113 has been revised. The BEN Financials Journal Entry Responsibility Journal Entry – G&C Cost Transfers for Expense will be revised to align with the policy changes and will be available in BEN Financials starting September 1, 2017. Existing users with the Journal Entry – G&C Cost Transfers for Expense responsibility will be required to complete a web-based training course to maintain access to the revised responsibility.
The revised policy introduces a new Category and all Grant & Contract cost transfers processed within the Journal Entry – G&C Cost Transfers for Expense responsibility will fall under one of three categories:
- 14 ADJUST is for adjustments under $1,000 and within 90 days of the month end of the original transaction date. Also, 14 ADJUST can be used for certain adjustments greater than $1,000 and/or over 90 days that are not categorized as cost transfers. Note: G&C Cost Transfer journals in this category will post nightly.
- 15 G&C UN90 is for cost transfers that are within 90 days of the month end of the original transaction date. Note: G&C Cost Transfer journals in this category will post nightly.
- 16 G&C OV90 is for cost transfers that exceed 90 days of the month end of the original transaction date. Note: ORS review and approval will be required for this category prior to posting.
Training for this revised responsibility will be web-based and made available in Knowledge Link on August 14, 2017. If the training is completed by August 31, 2017, an existing user with Journal Entry – G&C Cost Transfer user will automatically retain access to the revised responsibility on September 1, 2017. If, however, training is not completed by this date, the existing user will no longer have access to the G&C Cost Transfer responsibility. To regain access to the responsibility users will be required to complete both the on-line training and submit an eForm. New users will need to complete the appropriate BEN Financials Manual Journal Entry training and complete an eForm. Contact ORS if you have any questions.
Cost Transfer Decision Tree
PennERA Electronic Submissions Reference Materials
Information on 2013 Sequestration
Information and resources related to Electronic
Submissions and Grants.gov.
Sponsored Projects Handbook
This handbook was designed to assist the faculty
and staff of the University of Pennsylvania in the administration
of research awards.
Information and resources related to the proposal
Information on the appropriate administration
of sponsored projects.
Links to Sponsors' websites and regulations.
Other offices involved in the management of sponsored
Resources and information
and email alerts available to the Penn community.
of the Vice Provost for Research
of the Vice President for Finance and Treasurer
Conduct of Research
of Responsible Conduct