Change of Scope

Change of Scope

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

1a. Description of scope change

1b. Effective date

1c. Budgetary implications
"Please submit change of scope request to add animal subjects to this award."


"Please see attached sponsor approval for change of scope due to PI leave of absence."

Check with SOMOGC regarding prior approval requirements

FDP Prior Approval Matrix

Effort/salary/fringe requirements and other budgetary implications of the change
2. Approval status (e.g. sponsor approval attached or letter/request attached for submission to sponsor)"Please see attached sponsor approval"


"Please submit attached letter and revised aims requesting change of scope"
3. IRB/IACUC approvals, if applicable"IRB #12345 attached"


"No Human or Animal Subjects"
4. If necessary, contact info for Sponsor communication This is required for all CTA or other bilateral agreements/amendments or if we are submitting a request to the Sponsor for the action.
5. 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. Sponsor Approval or Letter/RequestFile naming convention:
"001 - Confirmation of Scope Change"
"001 - Sponsor #_Current PI Name_Change of Scope Request"
If we are submitting a request for Change of Scope, be sure to include sponsor-specific required documentation [e.g. revised aims, research plan, vertebrate animals, human subjects, revised budget, etc]
2. IRB/IACUC approvalsFile naming convention:

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

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