RF Award Billing Information Report

Description

Purpose

The Award Billing Information report displays information from the Award Management form, which displays the terms and conditions, references, and other general information about the award. All billing information is listed in the Billing Information section.

Frequency

Run this report when new awards are established in the Grants Management module to verify award billing information.

Responsibilities with Access

Setting Report Parameters

The following table describes the required parameters to use to run the report:

  1. Parameters

    Description
    (click in the field to see the List of Values)

    Required Parameter

    Award Number

    You can enter up tp to 10 award numbers.

Understanding the Output

The following table describes the report output:

  1. Column Heading

    Description of Column

    HEADER INFORMATION

    Award Number

    The award number

    Sponsor

    The sponsor name and address

    Award Status

    The award status: active, at risk, closed, or on hold

    Award Full Name

    The full name of the award

    Organization

    The organization that owns the award

    Purpose

    Identifies the type of activity for which the award was established or the basis for establishing the award

     

    Example of type of award activity: staffing services

     

    Example of basis for award establishment: contract or grant

    Start Date

    The start date of the award

    End Date

    The end date of the award

    Contact

    The bill to contact on the customer record

    Close Date

    The close date of the award

    Budget Amount

    The total award amount that is budgeted

    Sponsor ID

    The number assigned by the sponsor to identify the award

    Schedule

    The burden schedule name

    Cost Sharing Info

    Identifies the type of cost sharing associated with the award. (Examples: Mandatory, Voluntary Committed, Voluntary Uncommitted)

    DHHS Number

    The DHHS Agency Prefix number and the DHHS Document number for federal letter of credit awards for drawdown of cash receipts.

    Revenue Distribution Rule

    The revenue rule from the award management screen alternate region compliances

    Invoice Hard Limit?

    Y - Yes, the hard limit is on


    N - No, the hard limit is off

    FUNDING

    Num

    The Installment Number

    Issue Date

     

    The date the installment was issued

    Start

    The start date of the installment

    End

    The end date of the installment

    Active

    Y - Yes, the installment is active


    N - No, the installment is not active

    Funded Amount

    The total funded amount

    Project

    The project number

    Task

    The task number

    KEY MEMBERS

    Full Name

    The project director and employees who are assigned roles on an award

    Award Role

    The role associated with the employee

    Effective Date from

    The effective date of the key member on the award

    Effective Date to

    If entered, the date to which a key member is effective

    BILLING INFORMATION

    Rule

    The billing rule from the award management screen alternate region compliances

    Format

    The billing format from the award management screen alternate region compliances

    Terms

    The billing terms from the award management screen alternate region compliances

    Billing Offset

    The billing offset days from the award management screen alternate region compliances

    Cycle

    The billing cycle from the award management screen alternate region compliances

    Num

    The event number

    Date

    The event date

    Inst

    The installment number for which the event is created

    Project

    The project number for which the event is created

    Task

    The task number for which the event is created

    Amount

    The amount of the event

    Hold

    Y - Yes, the event has a bill hold


    N - No, the event does not have a bill hold

    Billing Instructions

    The billing instructions from the terms and conditions alternate region

    Invoice Certification

    If populated, the name of the invoice certification selected to print on Accounts Receivable invoices

    TERMS AND CONDITIONS

    Interest Requirements, Certifications Required, F and A costs, and Miscellaneous Notes

    COST SHARING/MATCHING INFORMATION

    Will display the cost sharing/matching award, project, task and commitment amount.

    REFERENCES

    Various fields used for reference information


    Example: Application Number, Center Code, Campus Use fields

    RREPORTS

    Name

    The name of the report that needs to be filed

    Type

    The report type

    Due Date

    The date by which the report needs to be filed

    Filed

    If entered, the date the report was filed

    By

    If entered, the name of the person who submitted the report

    Copies

    Number of copies of the report that are needed

    ATTACHMENTS

    Any notes that have been entered from accessing the toolbar paperclip icon from the Award Management screen.

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