Synopsis
Some sponsors permit awardee institutions to make adjustments to an award budget as long as the project funds are used in compliance with the sponsor's policies and regulations. Such deviations from the award budget must enhance the project and conform with the rebudgeting guidelines of the funding sponsor. The ORS New Award Notification indicates the allowability of carry-over. If permission is required, prepare a letter as outlined below.
PostAward Procedure
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PROCEDURES: ROLES AND RESPONSIBILITIES
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DEPT
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:: Checks the ORS New Award Notification for sponsor's rebudgeting requirements
and special requirements
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If sponsor approval is required...
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If sponsor approval is not required...
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DEPT
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::
Writes letter requesting permission to rebudget
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Completes rebudgeting form
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Sends letter and form to ORS
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DEPT
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:: Completes rebudgeting form
:: Sends form to ORS
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ORS
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:: AD/P reviews the letter and confirms the terms
and conditions
:: Co-signs letter and returns to DEPT
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ORS
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:: AD/P approves the form and confirms the terms
and conditions
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Sends the rebudgeting form to OSP
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DEPT
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:: Forwards request to sponsor
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ORS
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:: Receives sponsor's approval
:: Notifies the DEPT
:: Sends approval and rebudgeting form to OSP
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OSP
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:: Reviews and gives final approval
:: Revises SAP R/3 to reflect the rebudgeted
figures
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DOCUMENTATION: OFFICES OF RECORD
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ORS
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:: Keeps record of
approval in award file
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OSP
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:: Keeps record of
approval in award file
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SPECIAL
NOTES
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Significant changes to the budget - more than 25% - may
represent a change in scope which could require sponsor approval or
documentation that there is no change in scope.
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