Rebudget

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.	"Rebudget - Y1"	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 the amount to be rebudgeted and the from/to award lines or categories.	"Please move $10,000 from Personnel to Travel on GR123456" or "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."
	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" or "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 Documents	1. Current award budget breakdown	File naming convention: "001 - Grant Budget vs Actual"
	2. Rebudget and/or OSP setup sheet	File 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/Request	File naming convention: "003 - Sponsor Approval" or "003 - Sponsor #_PI Name_Rebudget Request"
	4. Compliance printout from QlikSense	File naming convention: "004 - Compliance Review"

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

Request Type [dropdown]	Rebudget

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.