Cost Transfer Justification (CTJ) Form

Any cost that is first charged to one UO account and later changed to be moved onto or off of an award is a sponsored projects cost transfer. Although cost transfers are a necessary and required component to managing sponsored projects, they should be kept to a minimum and always incorporate adequate documentation of the cost and grant benefit with clear, detailed explanations. To the greatest extent possible, cost transfers should be processed as soon as the need for the transaction is identified. Cost transfers taking place more than 90 days after the original transaction are considered “late” and require additional documentation as they are of high audit risk. Late transfers should only be processed under exceptional circumstances, and must be accompanied by a completed Cost Transfer Justification Form to ensure the justification for the transfer is well documented. Complete this form for all cost transfers requested more than 90 days after the posting date of the original transaction for current awards, and more than 60 days for awards in closeout. This form can be utilized to support either labor or non-labor transactions. Please choose the type of transaction below and complete the requested information to identify the transaction(s), either journal voucher numbers or employee names.


To check the status of the CTJ forms you have submitted, click this link: https://dynamicview.smartsheet.com/views/716746a5-4776-4014-9ee9-e4e3ec95a9a0

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SPS Post-Award Team*

Select all that apply. Note: PI and Dept. Head approvals using this CTJ form replace the need for signatures on the PAA.

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If the JV has not yet been submitted, please write TBD and indicate in the explanation that you will be submitting it by a certain date.

Enter date the original transaction posted to Banner.

Select all that apply.

Please provide a detailed summary explaining your selection and how the original transaction posted incorrectly.

Explain the extenuating circumstances causing this cost transfer to take place outside of the standard timeframe.

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