Prior Approval - Carryover

Carryover is when unobligated federal funds remain at the end of any budget period that the recipient would like to carry over. With the approval of the Grants Management Officer (GMO), or under an automatic authority, these funds may be carried forward to another budget period to cover allowable costs of that budget period (whether as an offset or additional authorization). Obligated, but unliquidated, funds are not considered carryover.

The request to carry over funds can be made using the Prior Approval module for an award without expanded authority.  Only the signing official (SO) can initiate and submit the Carryover request.

Basic Tasks

• Carryover Request Process (online help)

Main Screenshots

Figure 1: Access Prior Approval from the Main menu/eRA logo in upper left of eRA Commons

Figure 2: The Prior Approval landing screen, showing the Request Types dropdown

Figure 3: The Carryover request screen after initiating a Carryover request through the Prior Approval module

Resources

• Prior Approval Carryover (online help)
• Prior Approval Carryover Request (video tutorial)

Policy

• NIH Grants Policy Statement: Carryover of Unobligated Balances from One Budget Period to Any Subsequent Budget Period