|Short Title||Create a short description of the request that is identifiable in the Award Workspace. Do not use "MD-SURG-Smith" naming convention.||"Carryover Year 1 to Year 2"||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 of carryover and the from/to award lines.||"Please carryover $10,000/direct and $6150/direct from GR123456 to GR456789"||It is acceptable to refer to supporting document if all information is presented in an attachment, e.g. "See attached subproject setup sheet."|
|2. Approval status (e.g. sponsor approval attached or letter/request attached for submission to sponsor)||"Sponsor approval attached"|
"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. Confirmation of carryover amount||File naming convention:|
"001 - Grant Budget vs Actual"
|2. Carryover budget and/or OSP setup sheet||File naming convention:|
"002 - Carryover Y1 to Y2 Internal Setup Sheet"
|Indicate which budget lines/categories should be debited from the Y1 project in addition to the lines credited for the Y2 project|
|3. Sponsor Approval or Letter/Request||File naming convention:|
"003 - Sponsor Approval"
"003 - Sponsor #_PI Name_Carryover 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]||Carryover|
|General Tips/Notes||Send AMR # and/or link to email@example.com 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.|