Organization Code Change – K04

Purpose

This procedure documents the steps necessary to revise the org code on a sponsored project. Reasons for an org code change may include changes to personnel and originating unit.

Scope

This procedure applies to all sponsored projects subject to OU Policy 19.045 Administering External Grants and Contracts set up as separate accounts in the OHIO Financial Management System (FMS).

Procedure

The Principal Investigator/Project Director (PI/PD) or delegate will initiate a change request by email to ORSP at orsp@ohio.edu.

ORSP will review for accuracy and route the request to Grants Accounting.

Grants Accounting will update the Financial Management System (FMS) and notify all parties when the transaction is complete.

Questions

Questions for this procedure can be sent to orsp@ohio.edu.

Forms/Templates

There are no forms or templates for this procedure. 

Roles and Responsibilities

OWNER: PI/Co-PI

CONTRIBUTOR: CFAO/BUM, ORSP, Grants Accounting

APPROVER: PI/Co-PI, Department Chair, Dean, Center Director

References

Link to LEO User Manual