Change of Sponsor

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 Sponsor from Company A to Company B"	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. Old and new sponsor names 1b. Effective date	"Please change sponsor from Company A to Company B, effective 03/01/2023, per the attached notification letter."	If the new sponsor is not in the Huron database, include the new sponsor address and contact info for OSP's review/vetting.
	2. Approval status (e.g. sponsor approval attached or letter/request attached for submission to sponsor)	"Please execute attached amendment to change the study sponsor from Company A to Company B."
	3. 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.
	4. 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 Sponsor Change" or "001 - Sponsor #_Current PI Name_Change of PI Request"
	2. Compliance printout from QlikSense	File naming convention: "002 - Compliance Review"

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

Request Type [dropdown]	Change Sponsor

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.