Internal Budget Transfer

Internal Budget Transfer

Short TitleCreate a short description of the request that is identifiable in the Award Workspace. Do not use "MD-SURG-Smith" naming convention."Internal Subproject to SURG/Smith - Year 1" Review existing AMRs in Award Workspace for consistency of title formatTItle
Date RequestedDate of Submission/RequestDate
Full DescriptionInclude all information needed to complete the subsequent Mod request.Description
1. Describe full request details, including:

1a. PI
1b. Cost Center
1c. Direct/Indirect costs
1d. Grant Year/Budget Period
1e. Workday account roles for new subproject
"Establish internal subproject to Dr. Smith in Surgery.

1b. CCxxxx

1c. $10,000/direct + $6150/indirect

1d. 07/01/2023-06/30/2024

1e. WD roles: Award Analyst, Grant Manager, Financial Analyst, Grant Certifier."
It is acceptable to refer to supporting document if all information is presented in an attachment, e.g. "See attached subproject setup sheet."
2. For additional funding to existing award lines, include the existing GR#. "Add $16,150 to GR123456 for Dr. Smith/Surgery."It is helpful to note if a new award line is needed for multiple budget periods due to restricted carryover.

Identify Cost Share worktag if applicable to subproject.
3. Include regulatory information as applicable (IRB/IACUC) for subproject."Dr. Smith's work includes animal subjects. See attached IACUC."
3 Compliance of all S/K Personnel for subproject"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 Documents1. Subproject budget and/or OSP setup sheetFile naming convention:

"001 - SURG-Smith Budget"


"001 - SURG-Smith Internal Setup Sheet"
Indicate which budget lines/categories should be debited from the parent project in addition to the lines credited for the subprojectDocs
2. IRB/IACUC approvalsFile naming convention:

"002 - IRB #12345_Expires 01Jan2023"
3. Compliance printout from QlikSense File naming convention:

"003 - Compliance Review"
SubmitterAssign Submitter as your SOMOGC administratorDO NOT click "Submit to Specialist"
Request Type [dropdown]Internal Budget TransferType
General Tips/NotesSend AMR # and/or link to 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.Comment
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.