The Award Information Abstract Report - 3 column budget is a report that displays information from the Award Management form in the Grants module with the most recent budget change showing original budget, change amount and new budget amount. It displays the terms, conditions, notes, and other general information about the award. All projects funded by the award in all statuses (approved, closed, pending close, rejected, submitted, and unapproved) are displayed in the Project/Task Information section. All budgets from funded Projects and Tasks are listed in the Budget Information section.
The report will display a three column budget as follows: Previous Budget, Budget Change, and Budget based upon the baseline date entered. If multiple budgets exist for multiple project/tasks, the report will only show a budget change for the budget that matched the baseline date entered, and the baseline date will also display on the report. Note: 3 column display is only for the last budget change made, not prior history. The order of the budget display will list all Salaries first, then fringe benefits, and then other than personal service (OTPS) to match the award summary inquiry display order.
The sort order of the funding display and budget display, is by project number and then task number.
Run this report when new awards are established or changes are made to existing awards in the Grants Management Module.
The following table describes the required and optional parameters to use to run the report:
Parameter |
Description |
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Required Parameters |
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Award Number |
Enter up to 5 award numbers in this field. |
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Baseline Date |
Enter the baseline date for the recent budget change made. If the baseline date is not entered, you will get a one column budget. |
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The table that follows describe the report output:
Column Heading |
Description of Column |
HEADING INFORMATION |
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Award Number |
The award number |
Sponsor |
The sponsor name |
Award Status |
The award status: active, at risk, closed, or on hold |
Sponsor ID |
The number assigned by the sponsor to identify the award |
Award Name |
The full name of the award |
Organization |
The organization that owns the award |
Principal Inv |
The name of the Principal Investigator |
Award Type |
This field identifies the type of funds: federal, federal flow through, foreign, nonfederal, or nonsponsored. |
Primary Funding |
This field identifies the primary funding agency.
This field is required on federal flow through awards. |
Start Date |
The start date of the award |
Award Purpose |
Identifies type of the activity for which the award was established or the basis for establishing the award
Example of activity: staffing services
Example of basis for award: contract, grant |
End Date |
The end date of the award |
Award Amount |
The total awarded amount |
PreAward Date |
A sponsor-defined date that identifies when expenditures can be charged to an award prior to the start date of the award |
Funded Amount |
The total project funding on the award |
CFDA |
The Federal Catalog Program Number
This is required on federal and federal flow through awards. |
Budget Cntrl. |
The default level of the award |
Budget Amount |
The total award amount that is budgeted |
NACUBO |
This field identifies the type of program for which funds are to be used.
Examples: organized research, educational support, fellowships |
Override Rate |
The Indirect Cost override rate |
Property Title |
This field identifies ownership of equipment purchased on the award. |
Schedule |
The burden schedule name |
Interest Code |
The requirements for paying interest income |
IDC Calc. Period |
Calculation period for indirect costs on award |
DHHS Number |
The DHHS Agency Prefix number and the DHHS Document number for federal letter of credit awards for drawdown of cash receipts. |
Cost Sharing Info |
Identifies the type of cost sharing associated with the award. (Examples: Mandatory, Voluntary Committed, Voluntary Uncommitted) |
Recovery Act Funding |
A Yes or No value to indicate if the award is funded as part of the American Recovery and Reinvestment Act of 2009 (ARRA). |
Recovery Act Funding Amount |
Indicates the authorized dollar amount funded from the sponsor under the American Recovery and Reinvestment Act of 2009 (ARRA). |
ALL INSTALLMENTS |
|
Num |
The installment number |
Issue Date |
The date the installment was issued |
Start Date/End Date |
The start date and the end date of the installment |
Active |
Y - Yes, the installment is active
|
Direct Cost |
The total direct costs |
Indirect Cost |
The total indirect costs |
Total Cost |
The total direct and indirect costs |
PROJECT/TASK INFORMATION |
|
Project |
The project number |
Status |
The project status: approved, closed, pending close, rejected, submitted, or unapproved |
ORG |
The organization assigned to the project |
Project NACUBO |
This field identifies the type of program for which funds are to be used
Examples: organized research, educational support, fellowships |
Tasks |
The task number |
Title |
The title of the task |
Key Members |
The project director and the employees who are assigned roles on the project |
Task Name |
The name associated with the task |
Task Manager |
The employee assigned as the manager of the task |
Task ORG |
The organization assigned to the task |
Task Rate |
The optional indirect cost override rate on the task
If the field in Oracle is not populated, this will be blank. |
IDC Calc. Period |
The optional calculation period for indirect costs on the task.
If the field in Oracle is not populated, this will be blank. |
Task Schedule
|
The optional burden schedule override on the task
If the field in Oracle is not populated, this will be blank. |
Start/End |
The start date and the end date of the project and the tasks |
Funded |
The total funded amount for the task |
BUDGET INFORMATION |
|
Award |
The award number associated with the budget |
Project |
The project number funded by the award |
Task Number |
The task number funded by the award.
If this field is populated, the budget is a task-level budget..
If this field is blank, the budget is a project-level budget. |
Ctrl Level |
The budget controls at the project and task level that were entered on the Budgetary Control form.
If no budget controls were entered, the column will display NULL, indicating that there are no budgetary controls on the award. |
Baseline Date |
This filed displays based upon the baseline date entered on the parameter and will then display the budget changes made. |
Expenditure Type |
The resource group or resource that is budgeted |
Budget |
The amount that is budgeted by the expenditure category/type |
Total Direct Budget |
The total amount of the direct costs budget |
Total Indirect Budget |
The total amount of the indirect costs budget |
Total Budget |
The total amount of the direct and indirect costs budgeted |
TRANSACTION CONTROLS |
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Will display the project or task transactions controls by expenditure category/type and chargeable field if any exist. |
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TERMS AND CONDITIONS |
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Billing Instructions, Certifications Required, F and A costs, and Miscellaneous Notes |
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REFERENCES |
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Various fields used for reference information.
Example: Application Number, Center Code, Campus Use fields |
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PERSONNEL |
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Will display all personnel listed on the award and the role assigned to that person. |
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REPORTS DUE |
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Will display all reports on the award from the reports region.
Installment number, report name and report due date. |
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COST SHARING/MATCHING INFORMATION |
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Will display the cost sharing/matching award, project, task and commitment amount. |
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AWARD/PROJECT CREDIT DISTRIBUTION |
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Credit Organization |
The organization that will receive the credit distribution |
Credit PI/Co-PI |
The principal investigator or co-principal investigator who will receive the credit distribution |
Percentage |
The credit distribution percentage that was entered on the Credit Distribution form for the award |
REFERENCES |
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Various fields used for reference information.
Example: Application Number, Center Code, Campus Use fields |
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FREE FORM NOTES AND ATTACHMENTS |
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Will display the word attachment for any items attached as a "file" and list the description of the attachment. |
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Any notes that have been entered from accessing the toolbar paperclip icon from the Award Management screen |
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Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.
Effective Date: 9/23/2011 8:30:36 AM