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:

  1. The Research Administration Office of the administering unit needs to create an IO in their business unit for funds to be collected. 
  2. Working with the receiving Unit FO, a request is emailed to in the Senior Vice President for Research Office, to include:
    • Lead PI Name
    • OSP #
    • Fiscal year the request is for
    • What year of funding it is
    • Amount of transfer
    • Business Area of the unit receiving funding
    • IO
    • GL: 59000601 / 47000600
  3. Funds sent to your unit must be used by the end of the fiscal year, we do not have the resources to send them twice.


Cost Share Policies and Guidelines

Cost Sharing FAQ

Cost Share  (RA50)

Documentation of Cost Sharing (RAG50)

Cost Share Guide for Research Offices (SIMBA)

Third Party Cost Share Commitment Letter

Third Party Cost Share Commitment Confirmation

Coordination Process for Matching Funds and Other University Contributions to Multi-Unit Proposals (RAG53)

Request Central Match

Matching Funds Procedures

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

Matching Funds Request - Other

Matching Funds M-Code, Procedure CR2074