Departmental Sales & Service Carry Forward Notification and Documentation Form - Complete by June 29th.
This form should be used to:
- Notify the Budget Office of intent to carry-forward DSS residual balances
- Document the use of carry-forward funds
- Request an accounting review of DSS projects
The accounting review will verify the base requirements of the Institute's DSS carry-forward policy are met:
1. 50% or more of total revenue must be external (external+external sponsored).
2. Expenses are charged to the project, including some personal services.
Please complete the form and include all requested information. Once projects are reviewed for the base requirements, you will be notified of final carry-forward amount.
For detailed information on the DSS Policy (link to Policy Library)