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Submit a carryover request electronically or by emailing the appropriate grants management specialist and program officer. To submit an electronic request: Open the Prior Approval module in eRA Commons. To submit a carryover request by email: Limit carryover requests to your actual needs for the current budget period.
A carryover is the unspent or unobligated balance of funds from prior budget periods that the recipient may request to use in the current budget period for unmet needs supporting the goals and objectives of the project.
You must hold an SO role to initiate a carryover request. Request ID - The Request ID is system-generated. Amount of Funds to be Carried Over - You must enter the amount of funds to carryover. Explanation of Unobligated Balance - Upload a single PDF document in this section detailing why funds were not spent.
Carryover is the process by which unobligated (unspent) funds remaining at the end of a budget period may be carried forward to a subsequent budget period to cover allowable costs in that budget period. An offset is the use of the unobligated funds to partially or fully fund a future budget period.
The total approved budget amount includes current year and any carryover from prior years of the project period. If the unobligated balance is greater than 25 percent of the total approved budget, the recipient must provide an explanation and indicate plans for expenditure of those funds within the current budget year.
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The total approved budget amount includes current year and any carryover from prior years of the project period. If the unobligated balance is greater than 25 percent of the total approved budget, the recipient must provide an explanation and indicate plans for expenditure of those funds within the current budget year.
Carryforward is moving unobligated funds from one year to a subsequent year. Carryover is synonymous with an offset, which reduces the total amount of federal funds obligated to date (TAFFOD) of the award by the amount of the unspent balance between years.
When should we submit carryover requests? Submit carryover requests as soon as possible, and no later than 30 days, after submission of the FFR to maximize the amount of time in the next budget period in which you may spend funds. Do not spend carryover funds until we give you prior approval.

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