New! As of 07/01/2010, JDRF no longer requires a copy of the general ledger as a component of the expenditure report. However, JDRF reserves the right to request a copy of the general ledger if deemed necessary
As of 02/17/2009, only the Institution’s designated Financial Officer has the authority to submit JDRF expenditure reports via GMP. It is the responsibility of the grantee to ensure that contact information for the Institution’s designated financial and administrative officer(s) is correct. Please contact JDRF Grant Staff should you have questions.
An expenditure report with corresponding General Ledger detail is due within 75 days after the end of each funding period and must be submitted through JDRF’s web-based award system, GMP. The Expenditure report outlines Financial Expenditures of JDRF funds spent to-date for the given budget period, and must follow the JDRF approved budget for the grant budget period. A grant’s expenditure must follow the JDRF Cost Principles.
Any grant involving 2 or more projects must submit an expenditure report for each project and/or core as well as a composite report.
New! As of 07/01/2010, JDRF is reinstating the automatic carry forward policy. For awards of less than $200,000 per year, grantees may automatically carry forward any unexpended balance that is less than 20% of the approved yearly budget. For awards of greater than $200,000 per year, grantees may automatically carry forward any unexpended balance that is less than 10% of the approved yearly budget. In the event that you have any unexpended balance, please complete the carry forward tab in the Grants Management Portal (GMP) with the breakdown of how you will use the funds.
For unexpended balances in excess of these thresholds, the grantee must formally request to carry forward funds. Note that when a JDRF award expires, any unspent funds must be returned to JDRF. See the refund section for instructions on returning unspent funds to JDRF. Any non-JDRF funds spent on a JDRF project in excess of the awarded budget amount are not entitled to reimbursement from JDRF.
All required carry forwards must be approved by JDRF in advance and must include the following:
- A budget breakdown in the ‘Carry Forward’ tab within GMP detailing how the carry forward funds will be used in the next year.
- A letter, co-signed by the Administrative Official of the institution and the Principal
Investigator must be uploaded within the ‘Expenditures’ tab. This letter must include:
a. A detailed, clear explanation of why budgeted funds were not spent in the current year
b. The total amount of unexpended funds requested for carry forward
c. A detailed outline of how the money will be spent in the next year (corresponding with the budget breakdown provided in the ‘Carry Forward’ tab).
Note: Your request will be delayed if documents are insufficient.
JDRF must have received a Renewal application (via GMP) prior to the carry-forward request. Please be advised that a carry-forward request is considered separate from the Renewal Application.
For Postdoctoral Fellows and Advanced Postdoctoral Fellows
Postdoctoral Fellows may request a carry forward of unexpended funds from the research allowance only. Postdoctoral Fellows can automatically carry forward funds equal to or less than $1,000. Funds allocated for stipends cannot be carried forward. All funds must be expended by the end of Year 2.