Santa Clara University

When the sponsored project fund account is established, certain sub-account codes are assigned to different expenditure categories. Generally these sub-account codes correspond with approved sponsor budget categories. However, where a specific budget is not outlined in the award or approved proposal, SPO will consult with the principal investigator to allocate the funds between appropriate sub-account codes.

Usually there is some expenditure flexibility between expense categories. For example, if only $500 is allocated in each of three categories (supplies, travel and communications) the principal investigator might, in fact, spend $800 on supplies and only $350 each on communications and travel, depending on agency regulations. However, principal investigators uncertain of the budgetary restrictions imposed by any particular sponsor should consult SPO.

Rebudgeting requests that do not fall within the authority prescribed by the sponsor in the award document require the sponsor's prior review and approval. Instructions for preparing correspondence to sponsors are detailed in Section J below.