Ruth--We've had it go both ways. Once, when we transferred a grant to
another institution, we had excess funds when all charges cleared. We
just cut a check and sent them on to the new institution. In another
case, we were the recipient of the transfer. About a year after the
transfer, the original institution realized that they had significantly
overexpended and wanted to know if we could return any of the money.
Unfortunately, by then, all the funds were gone. Had the original
institution requested sooner, we may have been able to help them out,
but I certainly would have confered with the PI first to be sure that
he/she had not committed those "extra" funds elsewhere. It is true that
NSF does not want to be involved after the official transfer is
completed, but they will accept direct institution-to-institution
corrections to zero out budgets. Barbara
Ruth Tallman wrote:
>
> Here's one for you all:
>
> A faculty member came to us from another university.
> We transferred three NSF awards. When the old institution
> estimated the delayed expenses associated with the grant,
> they over estimated. They ended up with balances on the
> accounts when all the bills were in. I called NSF and was
> told that they do not get involved in changing the amounts
> of grants that have been transferred. I was told to work
> it out with the old institution to have the funds transferred
> from the old institution to the new institution.
>
> Have any of you had experience with this?
>
> Ruth Tallman
> Lehigh University
> Office of Research
> xxxxxx@lehigh.edu
>
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Barbara H. Gray, Director
Research & Grants Administration
College of Charleston
66 George Street
Charleston, SC 29424
Office: 843-953-5673
Direct: 843-953-5885
Fax: 843-953-6577
e-mail: xxxxxx@cofc.edu
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