CONHI Sponsored Project Cost Transfer Request Form

FOR CRS AUTHORIZED USERS ONLY

This form is required to be submitted by the PI or a Center for Research and Scholarship (CRS) representative to request to transfers costs for an existing expense to a sponsored project from a cost center. For transfers that involves an expense on a project to be on a cost center, the CONHI Business Office and/or Departmental Administrative Assistant must initiate the process and obtain approval from CRS staff to process corrections. Fields marked with an asterisk (*) are required. For questions, please email CONHI-SPA@uta.edu. Thank you.

Note: Cost transfers over 90 days old from the original date of transaction, will require approval from the Director of Grant and Contract Services in the Office of Research Administration.

Center for Research and Scholarship, a division in the College of Nursing and Health Innovation.

I. Principal Investigator Information
Name Name First Last
Email
Phone Phone - ### - ### ####
II. CRS Authorized Administrative Designee
Name Name First Last
Email
III. Transaction Information
Is the transfer over 90 days?

Is the transfer over 90 days? Yes, and requires approval from the Executive Director, Office of Grants and Contract Services (OGCS). No
Date of Original Charge Date of Original Charge / MM / DD YYYY
From Project or Cost Center #
Original Amount Charged $ Dollars . Cents
To Project or Cost Center #
Amount to Transfer $ Dollars . Cents
Voucher or Journal Number
IV. Explanation for Cost Transfer - NOTE: Please provide specific detailed justifications to the questions below.
What is the reason for the cost transfer?

What is the reason for the cost transfer? Clerical or data entry error. UT Share system error. Expenditure was a benefit to a sponsored project, not a department or other unrestricted account. Reallocation of salary effort. Please provide additional supporting salary information below. NOTE: SALARY CORRECTIONS REQUIRE A FUNDING CHANGE eFORM. After review of account financial statements, expenditure determined to be not allowable/allocable to the sponsored project. Sponsor did not approve final report for reimbursement.
Please add the Cost Transfer Template from GCA as an attachment below.

Attach Files
1. Why was this expense initially charged to the incorrect source of funds?
2. How will this expenditure benefit the new account/sponsored project to be charged?
3. How are the expenditures necessary and directly allocable to the scope of work associated with the project?
4. If the cost transfer request is over 90 days, what is the reason for the delay in requesting this correction to reallocation expenditures?
5. Have you implemented a process to eliminate these types of cost transfers in the future - provided it can be prevented?
6. Please confirm if the non-personnel charges are in compliance with the active UTA IRB and/or IACUC Protocols for the award period.

6. Please confirm if the non-personnel charges are in compliance with the active UTA IRB and/or IACUC Protocols for the award period. Yes Charges for this request are not applicable to IRB and/or IACUC Protocols.
Additional Comments (Optional)
V. Authorization
As the official Principal Investigator on record by the sponsor, I authorize the CONHI Center for Research and Scholarship staff to review and process to Post Award Administration, a division in the Office of Grants and Contracts Services.

As the official Principal Investigator on record by the sponsor, I authorize the CONHI Center for Research and Scholarship staff to review and process to Post Award Administration, a division in the Office of Grants and Contracts Services. Yes, I authorize.

CONHI Sponsored Project Cost Transfer Request Form

I. Principal Investigator Information

II. CRS Authorized Administrative Designee

III. Transaction Information

IV. Explanation for Cost Transfer - NOTE: Please provide specific detailed justifications to the questions below.

V. Authorization