CarryforwardGrants Management User Network

September 23, 2010

Carryforward requests are made through SPA when funds do not automatically carryover into the next period of funding.

ARRA Award Dollars (cumula-tive)

Award modification comments

• Close out end of budget period 06/30/2010• Total funding $200,000.00• Total expended $165,601.58 • Budget to be decreased by $34,398.42• PI must request carryforward of funds for

agency approval

Steps to follow when

submitting carryforward (CF)

request to sponsor:

1. Verify balance available

2. Determine if CF is needed

3. Check NOGA for any sponsor deadlines, requirements, restrictions

4. Request CF approval from sponsor as soon as possible

Critical points to include in

your CF request:

• First sentence should clearly indicate the request is to CF funds and the amount

• Reason for the balance

• How were project objectives impacted

• Justification on how CF funds will be utilized to complete project objectives

• Prepare budget to show CF allocation of funds (direct & F&A)

• Include additional budget justification if adding cost categories not previously included in award (example – equipment)

For questions relating to the CF request and

processing of the request, please contact your GA.

Questions?

Contact InfoKevin McKoskey

Sponsored Projects Administration

612-624-5066

kevin@umn.edu

Tonya Knutson

Sponsored Financial Reporting

612-624-7850

knuts055@umn.edu