Issue/Question
How do I process a carry-over request for a sponsored project award?
Environment
- Carry-over Request
- Sponsored Project Award
Cause
A carry-over occurs when unspent funds are transferred from one budget period to a separately funded budget period. It could refer to a transfer between periods in the same fund number or between funds, if the project continues in a new fund number.
Resolution
- Review written agency policies to determine whether carry-overs require agency notification or approval. If prior approval is required, follow these guidelines:
- Work with Sponsored Programs to prepare a letter to the agency's grants management administrator. Include:
- Cover Letter
- A revised budget
- Justification for change (i.e., why you did not use funding as budgeted and how it will be used in the new period)
- When you receive official approval from the agency, forward the notice to orsp@usd.edu and grantsaccounting@usd.edu
If you have any additional questions, contact orsp@usd.edu