Cost Share Application

Get Training on How to Process Cost Share Transactions

Get an early look at the new system to start learning about the new features and functions.  A Cost Share Application training module is now available in the UC Learning Center. The entire training module takes approximately thirty minutes to complete. Those interested in specific topics can also use the menu to navigate to each section. There are improvements (over CSTS) in every area of the system to explore.

The system is scheduled to go live in early September 2018.

Documentation for Other University Contributions

Other University Contributions should only be used in rare cases where UC Davis has made an allowable contribution that is not recorded in the financial system.  Use of this entry type requires pre-approval from the Contracts and Grants Accounting office and documentation must be submitted to the fund manager when the contribution report is finalized and approved.  An email approval that includes an adequate explanation of the contribution is sufficient. 

Documentation for Third Party Contributions

Third party cost share occurs when a partner other than the University or the sponsor contributes to the award costs.  These entries must have appropriate supporting documentation, as explained in Third Party Documentation Requirements.  The documentation must be submitted to the fund manager when the contribution report is finalized and approved.

What if I have reports started in CSTS that I need to finish in CSA?

We have developed a hybrid process for reports started in CSTS and finished in CSA -

  • CSTS will be taken down and approved transactions will be copied to DS for reporting. A new DS-427 report will generate a contribution report based on the approved transactions in CSTS as of 9/5/2018*.
  • The Departmental Preparer will take the dollar total from the DS-427** and enter it as one line in Other University Contributions. Previously submitted contribution reports from CSTS can be used instead of the DS-427.  If you have been previously notified that some of the CSTS expenses are unallowable, deduct those amounts before entering the total in Other University Contributions.  Coordinate with your fund manager if you're not sure.
  • When entering the date range in Other University Contributions, if the CSTS cost share has already been reported to the sponsor (check with your fund manager), use the date we reported as the Contribution Period for your Other University Contributions entry. If the CSTS cost share has not yet been reported - use September 2018- September 2018 (or use the current reporting period).
  • Select additional transactions in CSA, taking care not to select expenses that were already reported in CSTS or on the DS-427.
  • CSA finalized cumulative report will include both amounts, but incremental reports will include only new data.
*  Actual date data is saved to DS is TBD.
**DS-427 report does not require separate (manual) PI signature.

Supplemental content

Cost Share Application