Modification of a Funded Contract
How do I create a Service Request for a Funded Contract Revision?
NOTE: Modification of a Funded Contract was previously known as Proposal Type – Revision in Coeus. This type of Service Request is only applicable for School of Medicine contracts.
- From the Dashboard, click on Service Request in the top row.
- Click on the green Create New Service Request button in the upper right corner.
The following screen will open:
- The Priority dropdown menu can be changed if needed to low or high.
- The Department field is the lead unit or first 8-digits of the cost center. Begin typing the unit name or number and a dropdown menu with options will open.
- Choose the Category – Award from the dropdown menu.
- Choose the Type – Modification of a Funded Contract (SOM only) from the dropdown menu.
- Enter the Linked SAP grant # in the Link Award field.
- Complete the Subject line in the Subject field. The first section of the Subject is the type of Service Request followed by other identifying information that the user will need to input.
- Enter the department, PI, and due date,
- Click on the Save button in the bottom right corner. The Service Request has now been started and assigned a system number.
- Click on the Questionnaire tab and complete all questions on the Foreign Component questionnaire. The PI can also complete the Foreign Component Questionnaire if preferred. Each questionnaire will begin as a YELLOW tab.
- After the questionnaire is complete, the tab will change to GREEN.
- Click on the More Actions button in the upper right corner.
- Click on Print Service Request.
- Choose Fillable_ModificationofaFundedContractSOMonly from the list in the dropdown and then click on Print.
- Send the fillable form to the PI to be completed and signed.
- Complete all Questionnaire tabs according to the PIs provided answers.
- Upload the signed fillable form to the Service Request where the PI Certification is requested.
If additional information or attachments need to be added:
- Click on the Comments icon located in various places throughout the record.
- The following files under 50 MB are supported: pdf, doc, docx, csv, xml, ppt, pptx, txt, xls, xlsx, zip, json, xlsm, jpg, msg.
- Click on the Validate button in the upper right corner to determine if further action is required. Fix any errors and evaluate if any warnings require changes. A Service Request can be submitted with warnings, but all errors that display must be fixed before Fibi will be able to route the Service Request for approval.
- Click on the Submit button when ready to submit.
- If the Submit button does not show, the user will need to contact ORIS by emailing [email protected] to request access to the lead unit reflected on the General tab.
Last Revised: 12/2023
