THE UNIVERSITY OF MICHIGAN
Financial Operations
Sponsored Programs



Procedures for Establishing a Sub Project/Grant


Purpose:

Sub project/grants are established after an award is received. The purpose of a sub project/grant is to allocate funds, including indirect cost recoveries, to the appropriate academic department/research unit. The sub project/grant has a direct relationship to the primary project/grant (parent project/grant) in purpose, duration (the begin and end dates must be within the begin and end date of the parent project/grant), and expenditure authorization. Sub project/grants are used for various reasons such as to differentiate co-investigators, to allocate the funds for a fabrication, or for award supplements such as REUs (Research Experience for Undergraduates) and minority supplements.

Establishing Sub Project/Grants:

To establish a sub project/grant the department must complete a Form 7471. This form with instructions is available as an excel worksheet at the Financial Operation web site http://www.umich.edu/~finops/FormsReports/Forms/index.htm.

Form 7471 must be completed in its entirety to be processed by Financial Operations. The form requires signatures from the issuing department/unit and from the receiving department/unit. All signatures are required to properly establish the sub project/grant. The title of the sub project/grant can be different from the parent, include that information on the line titled "Name of sub project/grant". The form should reflect the budgeted items by category, as approved by the sponsor.

Forward the completed Form 7471 to the appropriate Financial Operations project/grant coordinator.

The project/grant coordinator will assign a project/grant number and notify you that the sub project/grant was established.