Form Description

 Request New Award and Project Numbers

This form is used to request a new award number and project number(s) in Oracle for the new grant or contract.  Use the Award and Project Number Request excel template to provide the grant/contract information and budget, save the file, then attach to the online form upon submission.

FAQ:

New Award and Project  Number Request Form

Excel Template     

 Request Budget Revision

This form is used to request a budget revision to add new funds, reallocate between projects under an award, extend the end date, request a new project number(s) to an existing award number in Oracle.  Use the Project Budget Revision Request excel template to provide the budget change details, save the file, then attach to the online form upon submission.

FAQ

Budget
Revision Request Form

Excel Template

 Request New Project Number to Existing Award

This form is used to request a new project number to an existing award to capture activity separately from the original project.  For example, track funding for each budget period separately for reporting purposes, cost share expenses not initially planned at award setup, allocate a portion of award funding to a PI in a different financial unit, etc.  Use the Award and Project Number request excel template to provide the project information and budget, save the file, then attach to the online form upon submission.

FAQ

 New Project Number to Existing Award Request

Excel Template

Retroactive Cost Transfer Form:  Compensation  Costs

This form is used to request a correction to an individual’s salary or stipend distribution retroactively.  Please note: This form should only be used for salary charges generated within Oracle Cloud.  For corrections for salary charges originated from the legacy system, please submit a cost transfer memo. 

Policy: Retroactive Reallocation of Costs (Click Link)

Procedure: Retroactive Costing Procedure and FAQs 

Retroactive
Compensation Cost Transfer Form

 Retroactive Cost Transfer Form: Non-Compensation Costs

This form is used to request a correction of non-salary costs retroactively.  Please note: This form should only be used for charges generated with Oracle Cloud.  For corrections to charges originated from the legacy system, please submit a cost transfer memo.

Policy: Retroactive Reallocation of Costs (Click Link)

Procedure: Retroactive Costing Procedure and FAQs 

Retroactive Non-
Compensation Cost Transfer Form 

 Retroactive Cost Transfer Form:  Student-Related Costs

 This form is used to request a correction of student-related costs, such as tuition, health, insurance, activity fees, retroactively.

Retroactive Student-Related Cost Transfer Form

Department Checklist for Award Closeout

There are several steps to closing out an award.  This checklist shows the necessary actions the  departments must take before, during, and after the award closeout period to successfully close out an award.

Award closeout department checklist

 Deposit Form

This form is used to deposit any checks received related to a grant or contract.