Cost Sharing/Matching
Some sponsors identify cost sharing (or matching) requirements in their solicitations or proposal guidelines. This means that Penn State (or some third party) must provide some level of support for a project as a condition of receiving additional support from the sponsor. It is important to begin the process of securing cost-sharing commitments long before a proposal is due. It is also crucial to document all cost share during the life of the project. If Penn State cannot demonstrate that it has met its cost sharing obligations, sponsors may ask for some or all of their funding to be returned.
For Assistantships, Equipment, and Other Central Match support:
- The Research Administration Office of the administering unit needs to create an IO in their business unit for funds to be collected.
- Working with the Unit FO, a request is emailed to Dan Smith in the University Budget Office (dws153@psu.edu), to include the lead PI name, home business area, grant title, and OSP number, or a copy of the signature page of the central match approval form. Dan will then provide the appropriate cost object and GL so the requesting unit can start the transfer.
Cost Share Policies and Guidelines
Documentation of Cost Sharing (RAG50)
Third Party Cost Share Commitment Letter
Third Party Cost Share Commitment Confirmation
Request Central Match
Central Matching Funds Program for Research Assistantships/Traineeships (RAG52)
Matching Funds Request - Assistantship
Central Matching Funds Program for Research Equipment (RAG51)
Matching Funds Request - Equipment