Sweep is a two-step process of reclassifying unspent direct dollars from fixed-price agreements to unrestricted funds once a project is complete. The first step involves putting the 5-3 account into sweep status, which takes communication between the OSP and the department or unit. The second step is the actual transfer of funds to a college 1-6 account. To ensure the sweep process is swift and smooth, the OSP has developed three guiding documents on the process.

Sweep FAQs

Sweep FAQs addresses the criteria, timing, communication, and transparency around the sweep process. The myriad questions OSP receives regarding the sweep process are addressed in this document.

Sweep Decision Tree

The Sweep Decision Tree was designed with account Fiscal Officers in mind. It provides a visual for deciding if an account is ready for the sweep process.

Sweep Flowchart

The Sweep Flowchart outlines the details of the two-step process for determining if an account is ready for sweep, putting the account in sweep status, and transferring funds to the college. Roles and responsibilities of the PIs, OSP, and Fiscal Officers are detailed in the flowchart.

Find the sweep guidance documents at OSP Guidance.