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Kaiser Foundation Health Plan, Inc. Northern and Southern California Regions A nonprofit corporation2023 Combined Membership Agreement, Evidence of Coverage, and Disclosure Form for Kaiser Permanente
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How to fill out cost share summary

01
Gather all relevant financial documents and expenses related to the project.
02
Identify and categorize the cost share contributions, such as cash, in-kind, or third-party contributions.
03
Using the provided template, fill in the project details including the name, period, and funding sources.
04
List each cost share item with a description, amount, and the source of the funding.
05
Ensure all entries are backed with proper documentation for verification.
06
Calculate the total cost share amount and ensure it aligns with the project requirements.
07
Review the summary for accuracy and completeness before submission.

Who needs cost share summary?

01
Grantees who receive funding from government agencies or organizations.
02
Collaborating institutions or partners involved in cost-sharing agreements.
03
Project managers and financial officers responsible for tracking project budgets.
04
Auditors who may review financial documentation for compliance purposes.
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A cost share summary is a document that outlines the distribution of costs that are shared between different parties in a project, particularly in research or grant-funded projects.
Typically, organizations or entities that receive federal or grant funding and are required to document the cost-sharing contributions are obligated to file a cost share summary.
To fill out a cost share summary, one should gather accurate financial data related to contributions, categorize the types of costs, and detail each contributor's share, ensuring alignment with reporting requirements outlined by the funding agency.
The purpose of a cost share summary is to provide a transparent and accountable record of the contributions made by various parties towards a project, which helps in compliance with funding terms and conditions.
The information that must be reported on a cost share summary typically includes the names of contributors, the amount of cost share each contributor provided, the types of costs, and the period during which these contributions were made.
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