Cost Sharing

This page explains Harvard’s policies and procedures for cost sharing on sponsored research projects, including definitions, proposal and award-stage requirements, and approval processes. It provides guidance on minimizing commitments, ensuring compliance with sponsor rules, and managing cost share tracking throughout the life of an award.

Cost Sharing Definition 

Cost Sharing occurs when a proposal commits: 

  • a portion of the PI’s academic-year effort not paid by the grant or
  • other direct costs covered by university funds, sponsored funds, subrecipients, or in-kind resources

 

General Guidance for Cost-Sharing

Harvard strongly discourages cost-sharing commitments unless required by the sponsor. Sponsors typically specify costs sharing requirements in their program announcements or solicitations. 

For guidance on describing unpaid effort without creating cost sharing commitment, refer to Personnel: Faculty Effort .

When a program requires cost sharing and caps indirect costs below Harvard's full federal rate, we may be able to count the "foregone" indirect costs (the difference between the sponsor's maximum rate and the full federal rate) toward our cost sharing commitment, with FORA and sponsor approval. 

Remember that federal funds from one source cannot be used to meet cost sharing requirements on another federal award.

Cost Sharing Process at the Proposal Stage

When including mandatory or voluntary cost sharing in your proposal: 

  1. Select “Yes” when GMAS asks “Does this request include any cost sharing?”
  2. Detail all commitments on the GMAS cost sharing form and submit them with your initial proposal for review and approval.
  3. Add the appropriate required signatures for FAS proposals that include mandatory and voluntary cost sharing commitments, as outlined in Table 1.

Table 1 - Signature Requirements at Proposal Stage

SignatoryRequired?Signature confirms:Additional Information 
Principal Investigator
Yes
All mandatory & voluntary cost sharing
 
 
Department Approver
Yes
Department’s commitment to the cost sharing
Role may include Department Approver, Department Chair, Laboratory Director, etc. In FAS, at least one departmental signature is required on all proposals in addition to the PI’s signature. Departments/local managing units should follow their own internal GMAS signature processes
 
FORA Dean/Designee Signatory
Yes
Cost sharing is compliant and minimized
 
 
Cost Sharing Signatory
Yes, if unit uses this role
Only the cost‑sharing portion of the application
GMAS offers Departments an optional “Cost Sharing Signatory” role for people who don’t routinely sign proposals but must approve every cost-sharing commitment. If the Department Approver covers this duty, a separate signatory may not be needed.
 
Interfaculty Involvement Principal Investigator
Yes, if applicable
Cost sharing for their share of the project
Project roles for an IFI PI may include Co- PI, Co-Investigator, or PD/PI Add IFI PI to both the IFI section and Research Team in GMAS.
 
IFI Department Administrator
Yes, if applicable
IFI department’s cost sharing
Each participating dept/unit must sign
 

Cost Sharing Process at the Award Stage

If the sponsor requests budget revisions at award set-up or if there any changes to the proposed cost share during the award life cycle: 

  1. Submit a GMAS cost sharing requestto update the commitment accordingly if required per the OSP Harvard University Cost Sharing Procedure Guide.
  2. Add the appropriate required signatures for FAS proposals that modify mandatory and voluntary cost sharing commitments, as outlined in Table 2.

Table 2 - Signature Requirements at Award Stage

SignatoryRequired for:Signature confirms  
Principal Investigator
All changes
All mandatory & voluntary cost sharing changes
 
 
Department Approver / Cost Sharing Signatory
All changes except: Change from one University fund to another University fund; Change to budget line items (no change to total)
Department’s acceptance of cost-sharing changes
 
 
FORA Dean/Designee Signatory
All changes except: Change from one University fund to another University fund; Change to budget line items (no change to total); Change from one sub-recipient to another; Change of In-Kind source and/or description
Cost sharing is compliant & minimized
 
 
Interfaculty Involvement Principal Investigator (if applicable)
Changes affecting the IFI cost share
IFI cost-sharing share
 
 
Interfaculty Involvement Department Administrator (if applicable)
Changes affecting the IFI cost share
IFI department’s cost sharing
 
 

After receiving a grant with cost sharing, we must track all cost sharing amounts and effort commitments in a separate companion account. All cost shared effort requires certification, and any changes must follow sponsor policy. For additional information see, Cost Sharing Companion Accounts and Effort Reporting.

 

Need Assistance?

If you have general questions about offering cost sharing in a proposal or making modifications to cost sharing commitments during the life of an award, please contact your FORA Pre-Award representative: