Advance Account Extension (At-Risk)

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.	"Advance Account Extension to 12/31/2023"	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 new award end date (up to six months) and action needed on specific award lines	"Please extend award to 12/31/2023 in advance of new notice of award. Please extend all internal subproject end dates."	It is important to note action needed for each award line ("GR" number) on the account. If you know that a new award line is needed for the new funding segment (e.g. if carryover is restricted), it is helpful to note it here. Please remember that outgoing subaward extensions cannot be completed via AMR and must be requested via a SUB agreement/amendment.
	2. Updated IRB & IACUC approval, if applicable.	"IRB #12345 attached" 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	1. If necessary, confirmation from sponsor of upcoming budget period	File naming convention: "001 - Confirmation from Sponsor"	This can be email confirmation from the direct sponsor of the forthcoming contract/award extension.
	2. IRB/IACUC approvals	File naming convention: "002 - IRB #12345_Expires 01Jan2023"
	3. Compliance printout from QlikSense	File naming convention: "003 - Compliance Review"

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

Request Type [dropdown]	Advance Account Extension

General Tips/Notes	Send AMR # and/or link to somogc@uvahealth.org to get the action logged into the SOMOGC work queue.		Without this email, we will have no idea that your AMR is ready for review
	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.