Get Foundation Adjustment Form Instructions 4-23-08.docx 1 Of 3 - Ohsu

This guide provides a detailed overview of the Foundation Adjustment Form Instructions 4-23-08.docx, assisting users in completing the form accurately and efficiently. Follow the outlined steps to ensure your submission meets all necessary requirements.

Follow the steps to successfully complete the Foundation Adjustment Form.

1. Click ‘Get Form’ button to obtain the Foundation Adjustment Form and open it in your chosen document editor.
2. Enter the preparer’s information in the designated fields. This includes your name, home department, email address, mail code, date of preparation, phone number, and fax number.
3. In the PRP or Authorized Signer Approval section, obtain and enter the signature from the fiscal authority of the Foundation account.
4. Complete the Reason for Transfer Request section. Provide a general explanation for the transfer and ensure that you attach an ORACLE report of the transactions being adjusted.
5. Fill out the OGA Project Information section with the project description, end date, project number, task number (always '1'), and award number.
6. Enter the amounts for debit and credit. Remember, the total of the debit must equal the total of the credit to maintain balance.
7. Provide the full FOUNDATION Account Information, which includes the full FOMOPPL accounting string with alias, fund, org, mission, object code, program, provider, and location.
8. Complete the Justification Page (Tab 2) with specific details for the adjustment request. Answer all necessary questions and clarify the reason for the adjustment and the circumstances surrounding it.
9. Gather the required signatures: Unit Administrator, Principal Investigator, Department or Institute Head (if applicable), and Director of Sponsored Projects Administration.
10. Review the completed form for accuracy before saving, downloading, printing, or sharing it as required.

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