Pre-Award Costs

Field	Instructions	Example	Tips/Notes
Short Title	Create a short description of the request that is identifiable in the Award Workspace. Do not use "MD-SURG-Smith" naming convention.	"Pre-Award start date 10/01/2023"	Review existing AMRs in Award Workspace for consistency of title format

Date Requested	Date of Submission/Request

Full Description	Include all information needed to complete the subsequent Mod request.
	1. Describe full request details, including Pre-Award start date and sponsor approval, if applicable.	"Please allow pre-award spending as of 10/01/2023. Pre-award costs allowable under FDP."	Please indicate specific award lines, if applicable.
	2. Include IRB/IACUC that matches or pre-dates the pre-award start date, if applicable, to verify eligibility of related costs.	"IRB #12345 attached_Approved 09/27/2023" or "No human/animal subjects"
	3. Compliance of all S/K Personnel	"Compliance: Person 1 - Complete/Clear Person 2 - Complete [SFI flag] Person 3 - Complete [EAD flag]"	Review personnel compliance via QlikSense "Research Conflicts of Interest" report. Please see instructions for accessing this report here.

Supporting Documents	1a. Approval from sponsor, if applicable.	File naming convention: "001 - Sponsor Approval"
	2. IRB/IACUC approvals	File naming convention: "002 - IRB #12345_Approved 27Sept2023"
	3. Compliance printout from QlikSense	File naming convention: "004 - Compliance Review"

Submitter	Assign Submitter as your SOMOGC administrator		DO NOT click "Submit to Specialist"

Request Type [dropdown]	Pre-Award Costs

	PI and Department approvals should be captured via "Log Comment" activity.		If necessary, approvals can be provided outside of the system and uploaded as supporting documentation. See template here.
	For all AMR types, please include relevant email communication thread to provide context for the action being requested.
	Include all relevant attachments within SmartForm request page, not through "Add Comment" or on History tab.
	Don't use the WITHDRAW activity unless you really want to discard/trash the action. It cannot be reinstated once withdrawn.