Uncommitted Carryover (UY) Instructions

The Excel workbook is organized with a "Sample" worksheet and additional worksheets for each division’s Core program and respective focused programs within NSF Regular Funds. Do not transfer data between worksheets, as each worksheet represents a fund source.

Each worksheet is divided into two sections, a "FROM" section and a "TO" section. The "FROM" section of the worksheets contains the FY 20XX commitments (column D) and funds available amount (column E) for each account key and object code rolled over into FY 200X. This area is for information only and should not be adjusted.

The "TO" section contains the information that will be uploaded into the Bi-Tech accounting system. Keep in mind when budgeting UY, the overhead budgeted in the "FY 200X Commit" column is at the previous year's rate. Please adjust UY funds in the "TO" column to compensate for the current fiscal year indirect cost rate.

For each account key and object code in the "TO" section where funds are reallocated, input the appropriate amounts in the "FY 20XX UY" column (I). FOR PROGRAMS IN DEFICIT: Reallocate the negative funds available balance in the "TO" column (using negative numbers) as you wish the program to appear. You may also net the deficit amounts against other account keys with a positive balance. Minus signs are ok but do not include dollar signs or commas, as Bi-Tech cannot read these symbols. 

Contrary to past years, a one to two sentence description of the programmatic uses of these funds is not required. Column J has been left for your convenience only.

The "FY 20XX UY" column (I) in the "TO" section must equal the "FY 20XX Funds Avail" column (E) in the "FROM" section. There is a cell below the FY 20XX UY total showing any difference and this cell should be zero. If the cell is positive, "FY 20XX UY" (column I) is too high by the number indicated. Conversely, if the check cell is negative, "FY 20XX UY" (column I) is too low by the number indicated.

Funds that are part of a SPER (Scientific Project Encumbrance Request) must stay within that account but can be reallocated among object codes in that account. Funds that are part of a Strategic Initiative must stay within the family of accounts that are part of that initiative, although they may also be reallocated among object codes within that family. These funds will be highlighted in red on the worksheets.

Once the worksheets are completed, please return the workbook (via the B&PRETURN directory on STARBURST FTP, attached to an email or on a diskette) to Peter Wise on or before the due date.