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