Banner Health

Initiating a Budget Amendment

If Banner bills to University exceed the amount invoiceable to the sponsor as stated in the contract, Business Office and Research Administration will work together to ensure payment from the sponsor.
Upon recognition that the budget is underfunded, Business Office will reach out to sponsor billing contact to notify the sponsor that the University needs additional funds and get direction on sponsor’s process for the adjustment.
The document below provides the full process of initiating a budget amendment.

Research Administration receives banner invoices monthly and verifies pricing before distributing to departments.
The departments are to review the invoices, notify of discrepancies, and pay within 30 days.
Research Administration runs a monthly Banner payment report (UAccess Analytics) by the 10th of each month to record all Banner payment information and discrepancies.
The document below provides the full review and payment process.

OnCore’s status must be updated to IRB STUDY CLOSURE upon official IRB closure.
The status change triggers an IRB study closure notification email from OnCore to ctfinance@arizona.edu.
The email is forwarded to the following Banner Research vendor teams: Banner Hospital, Banner Professional, Banner Medical Imaging, and Banner Pharmacy. The notification states, “The following study has closed with the IRB and final invoices are due within 30 days. Please provide all final invoices or reimbursement may not be guaranteed.”