Complete the IBR Excel
Step 1: Complete the most recent Itemized Budget Request – IBR – Year # excel template (that was originally emailed to you when your AmpliFund Award was created) and save the completed copy to your computer.
NOTE: In some cases multiple IBR’s will need to be submitted for 1 business trip.
NOTE: The Itemized Budget Request IBR Year-# can also be downloaded from the Program Resources section of the STEP webpage.
Submit Through AmpliFund
To submit an IBR, you will submit through a request called an Amendment in AmpliFund.
Navigating to Amendments
Step 2: Navigate to the Award > Post-Award (top tab) > Management > Amendments
You are now on the Amendments grid. This includes Amendments that have been started and submitted.
Creating an Amendment
Step 3: From the Amendment Grid, click the + icon in the top right corner.
Step 4: In the Amendment Information section, name your IBR Request Number in the Amendment Request Name field.
If there have been 2 APPROVED previous Amendments (IBRs), current request is #3. On the Award, navigate to Post-Award (tab) > Management > Amendments to see any previously created and APPROVED Amendments (IBRs). Select Category Budget from the Areas to Amend option by clicking the required checkbox.
once you click on the Category Budget checkbox the information will appear below.
Category Budget
Step 5: In the Category Budget section, select Add New Category.
Step 6: Complete the new Budget Category that just appeared in the Budget Categories section:
Category Name: | "IBR #" (IBR Request Number) |
Proposed Budget Category Total: | Enter Total STEP Funds Requested amount from the Excel Template |
NOTE: You will see the following red text, but you will still be able to submit your IBR Amendment successfully.
Step 7: Complete the last 3 fields of the Amendment.
Justification: | Optional. DED will be able to view this field. |
Upload File(s): | Choose file(s) to attach the Excel Template & Additional Attachments noted in the Excel Template based on Type of Activity |
Internal Notes: | Optional. DED will not be able to view this field. |
Submitting the IBR Amendment
Step 8: When you are done completing the Amendment, click Submit on the bottom right of the screen.
NOTE: After submitting, you will not be able to edit your Amendment.
Step 9: Click Submit again.
Notifications
The Recipient Grant Manager will receive an email from AmpliFund that the Amendment was successfully submitted.
The Recipient Grant Manager will receive an email from AmpliFund that a decision has been made.
NOTE: This automatic email has the Amendment Name, but not specific directions on what to do on your specific Amendment Type.
Additional General Amendment Information
To learn more information on how to view statuses and comments after there has been a decision on the Amendment, please see the general 'Amendment Overview / Viewing Amendments & Statuses' user guide.