OHSU

Carryover Requests

PURPOSE

A carryover request may be made to the Funder if there are predicted unspent funds by the end of the current budget year.

PROCEDURE

  • PI adheres to Funder's specific guidelines for requesting carryover.
  • Generally, PI drafts letter to Funder on OHSU letterhead describing how carryover funds will be used to reach project goals and the funds required to accomplish these goals.
  • PI includes signature line for themselves.
  • PI includes signature line for SPA signatory.
    • James Trotter, Director Sponsored Project Administration
  • PI includes signature line for RGC signatory if required by Funder
    • Jesse Null, Manager Research Grants and Contracts
  • SPA forwards Carryover Request to Funder.
  • Upon approval by Funder, SPA will adjust account budget.