Short TitleCreate a short description of the request that is identifiable in the Award Workspace. Do not use "MD-SURG-Smith" naming convention."Rebudget - Y1" 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.
1. Describe full request details, including the amount to be rebudgeted and the from/to award lines or categories."Please move $10,000 from Personnel to Travel on GR123456"


"Please move $10,000 from Personnel and add $7000 to Materials and $3000 to Other Direct Costs."
It is acceptable to refer to supporting document if all information is presented in an attachment, e.g. "See attached rebudget setup sheet."Description
2. Approval status (e.g. sponsor approval attached/not needed or letter/request attached for submission to sponsor)"Sponsor approval is not needed to rebudget less than 25% of total costs"


"Request letter for submission to sponsor attached."
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 Documents1. Current award budget breakdownFile naming convention:

"001 - Grant Budget vs Actual"
2. Rebudget and/or OSP setup sheetFile naming convention:

"002 - Rebudget Internal Setup Sheet"
Indicate which budget lines/categories should be debited in addition to the lines credited.
3. Sponsor Approval or Letter/RequestFile naming convention:

"003 - Sponsor Approval"


"003 - Sponsor #_PI Name_Rebudget Request"
4. Compliance printout from QlikSenseFile naming convention:

"004 - Compliance Review"
SubmitterAssign Submitter as your SOMOGC administratorDO NOT click "Submit to Specialist"
Request Type [dropdown]RebudgetType
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.