Get Cost Transfer Policy- Final Draft.docx - Slu

This guide provides clear and supportive instructions on how to successfully complete the Cost Transfer Policy document. Users will find step-by-step guidance tailored to facilitate the understanding of each section and field within the form.

Follow the steps to fill out the form effectively.

1. Press the ‘Get Form’ button to access the document in the online editor and open it for editing.
2. Review the introduction section of the document carefully to understand the background and purpose of the cost transfer policy.
3. Fill in the policy number, classification, and effective date as required at the beginning of the document.
4. Proceed to the purpose section. Carefully read each point to ensure you comprehend the objectives behind the policy.
5. In the applicability section, check which transactions and awards the policy applies to; this will guide your understanding of relevant costs.
6. Move to the definitions section and make sure to define key terms such as cost transfers, sponsored awards, and documentation requirements for clarity.
7. Follow the instructions for current and late transactions, ensuring that you distinguish between the documentation needed for each type.
8. Fill in the policy and responsibilities segments, ensuring all parties involved in the process are accurately documented.
9. Once all sections of the form are completed, save your changes. You can download, print, or share the form from within the online editor.

Complete and submit your cost transfer documentation online to ensure compliance with the policy.