Internal Budget Transfer

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.	"Internal Subproject to SURG/Smith - Year 1"	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. 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 Documents	1. Subproject budget and/or OSP setup sheet	File naming convention: "001 - SURG-Smith Budget" or "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 subproject
	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]	Internal Budget Transfer

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.