Carryforward restricted awards require Sponsor approval for the University to carryforward (carry over) unobligated funds remaining at the end of a budget period to another budget period.
Effective 02/12/2024, to efficiently address all carryforward actions, including those for Subrecipients, if a University unit would like to request this approval from the Sponsor a Carryforward Restricted Project Allocation form must be filled out, signed by the Principal Investigator and Fiscal Manager, and provided to that unit’s Grant or Contract Officer (GO/CO).
The GO/CO will work with the unit if any additional information is required before the GO/CO submits the request to the Sponsor.
This form is used to streamline the process for University units, the Office of Contracts and Grants (OCG) and Research Financial Services (RFS). If/when the Sponsor approves of the requested funds to be carried over, this form will serve as a guide for RFS to move funds by project number and a guide to OCG for inputting any effects to Subrecipients into infoEd.