Change of Scope

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.	"Change of Scope"	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: 1a. Description of scope change 1b. Effective date 1c. Budgetary implications	"Please submit change of scope request to add animal subjects to this award." or "Please see attached sponsor approval for change of scope due to PI leave of absence."	Considerations: Check with SOMOGC regarding prior approval requirements FDP Prior Approval Matrix Effort/salary/fringe requirements and other budgetary implications of the change
	2. Approval status (e.g. sponsor approval attached or letter/request attached for submission to sponsor)	"Please see attached sponsor approval" or "Please submit attached letter and revised aims requesting change of scope"
	3. IRB/IACUC approvals, if applicable	"IRB #12345 attached" or "No Human or Animal Subjects"
	4. If necessary, contact info for Sponsor communication		This is required for all CTA or other bilateral agreements/amendments or if we are submitting a request to the Sponsor for the action.
	5. 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. Sponsor Approval or Letter/Request	File naming convention: "001 - Confirmation of Scope Change" or "001 - Sponsor #_Current PI Name_Change of Scope Request"	If we are submitting a request for Change of Scope, be sure to include sponsor-specific required documentation [e.g. revised aims, research plan, vertebrate animals, human subjects, revised budget, etc]
	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]	Change Scope

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.