Updated Late Cost Transfer Policy Exception Request Form

A revised version of the Late Cost Transfer Policy Exception Request Form is now available on the Controller’s Office website. The updated form aims to streamline departmental preparation and to reduce the review and approval time by Contracts and Grants Accounting (CGA).

Here are four new features of the updated form:

1. You must indicate a "Reason for Late Cost Transfer". Selecting the appropriate reason will ensure your request is quickly routed to the appropriate CGA approver.

2. Use the provided fields to indicate the UCPath Direct Retro ID and Journal ID numbers created for your transfer transactions.
3. Click the new "Validate Form" button prior to signing and submitting the form to alert you to missing required fields, reducing the likelihood that your form will be returned incomplete.
4. The new form requires a digital signature and can be signed using Adobe’s Digital ID feature.

Download a new copy of the form with each submission to ensure you are using the latest version; submissions after February 10, 2023, using prior versions of the form will be returned. In order to take advantage of all features of the form, open it using Adobe Acrobat Reader or a similar PDF application. You will be unable to complete the form by accessing it in your web browser.

Remember that all late cost transfers are an exception to established policy. Your completed and signed form must be submitted along with justification for the transfer and all supporting documents including PI Approval. Further guidance and complete procedures for submitting late cost transfer policy exception requests are available on the Controller’s Office website. If you need further assistance, contact the CGA Compliance team.