This tutorial will walk you through submission of an Equipment Rebudget Request
From the home screen/main menu, click on "Show Award Management Choices". A list of choices will slide into view.
From the menu that is now visible, click on "Equipment Rebudget Request"
The top part of the form is fairly self-explanatory.
Coeus Proposal Number - This is mandatory. Once you enter the number, click on "Import from Coeus" and the project Title, PI, and Unit will auto-populate.
PI - The PI on this grant
Sponsor - The sponsor of the grant
Unit - The department the grant belongs to
Department Owner/Admin - Primary is required. The second is optional.
Complete Grant Number - Enter the full grant number and year.
If Rebudgeting from multiple grants, list additional grants here - If the equipment is being bought to use under more than one project, attach a list of all applicable grants, including grant number, title and percent of the equipment allocated to each project.
Does this request benefit multiple grants under DIFFERENT PI's? - If the above list includes grants with different PIs from the one you named above, each PI will need to sign the request letter that you will attach at the bottom of the form.
Any previous re-budget requests in the current project period? - If yes, central office will review previous requests to determine if total amount of rebudgeting exceeds 35% of the award in the current project period.
Any previous re-budget requests in the current budget period? - If yes, central office will review previous requests to determine if total amount of rebudgeting exceeds 35% of the award in the current budget period.
Attach letter from PI requesting approval - Attach a letter, signed by the PI (or all affected PIs), address to central office or to the sponsor if required.
Attach Equipment Price Quote
Once you have finished the form, click the "Submit" button.
After you click the "Submit" button, you will receive an email confirmation as well as the on-screen confirmation.
Equipment Rebudget Requests require PI approval before central office will review and approve. Upon submission, the PI will receive an email requesting he/she log into PEER and approve.
Once this is done, central office will be notified and review of your request will take place.
This is what the email looks like that will be sent to the PI requesting his/her approval of the request.