1. Carryforward Grants Management User Network September 23, 2010

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

5. 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

6. Steps to follow when submitting carryforward (CF) request to sponsor:

7. 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

8. Critical points to include in your CF request:

9. 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

10. 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)

11. For questions relating to the CF request and processing of the request, please contact your GA.

12. Questions?

13. Contact Info Kevin McKoskey Sponsored Projects Administration 612-624-5066 kevin@umn.edu Tonya Knutson Sponsored Financial Reporting 612-624-7850 knuts055@umn.edu