I need your help with another transfer question!   This time, we
had a NSF grant transferred from another institution to Lehigh.
As you know, the old institution estimates how much will be
needed for any residual charges, that amount is deducted from
the current year of funding, and the balance is the amount of the
grant at the new institution.  In this situation, the old institution
overestimated how much would be needed to closeout the grant.
The old institution has more funds available but the grant is no
longer active there.  I called NSF twice to ask how to handle this
and was told that was between Lehigh and the old institution.  Using
a PO, an invoice, or whatever paperwork, the funds should be
drawn down by the old institution and sent to Lehigh.

Have you ever had to deal with this situation?  What mechanism did
you use to transfer the residual funds from the old to the new institution?

Your input will be greatly appreciated.

Ruth Tallman
Lehigh University
xxxxxx@lehigh.edu
(610)758-3024