Grants Management - Oracle Standard Operational Reports

The following list describes reports available in the Grants Management area of the Oracle application:

RF Custom and Oracle Reports	Description of Report	Responsibility with Access to Run the Report
RF Award Billing Information Report	Identifies all the invoicing and financial reporting requirements on an award.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w /Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Award Booked Date Report	Provides a listing of awards that have been officially booked and their booked amount.	Grant Superuser (central office only) Grants Assistant Superuser (central office only) Grants Inquiry Account Establishment Administrator
RF Award Credit Distribution Report	Displays the credit distribution percentages for an award and calculates the expended dollars by credit distribution.	Org Grants Inquiry Org OGM-Billing Specialist Org Account Establishment Administrator Org Account Establishment Specialist w/Budget Approval Org Account Establishment Specialist
RF Award Information Abstract Report	Report of administrative information (terms & conditions and notes) and budget information for an award.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w /Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Awards and Installments Terminating in 60 Days Report	Lists awards that are automatic renewals 60 days before term, awards that will term in 60 days, and awards with installments that term in 60 days	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Awards/Projects Terminating with Active Employees	Identifies all awards and projects that are terminating within the payroll cycle and that have active employees.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval Grants Inquiry KEY Key Member
RF Custom Burdening Error Report	The Custom Burdening Error Report is produced as a result of the RF Burden process which is run nightly. The report indicates any award, project, task that was not burdened and provides an error message with the reason for the error.	OGM Billing Specialist Account Establishment Administrator Account Establishment Specialist
RF Direct Cost Over Budget Report	Shows sponsored Awards with actual direct costs in excess of budgeted direct costs.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Foreign Funding Report (central office only)	Semi-annual report that captures all foreign funding received in excess of $100,000.00. Run only by central office staff.	Grants Super User (Central office only) Grants Assistant Super User (Central office only)
RF Grant Expenditure Export Report	Report provides a version of the Grant Sum that can be easily exported into Excel and used to meet sponsor reporting needs.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist AR Billing Specialist Grants Inquiry KEY Key Member
RF Grant Sum Report RF Grant Sum Report by Project RF Grant Sum Report by Project/Task	Report showing all expenditure activity on an award and/or project and/or task for a specific period of time.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF IDC History Report	Report provides a history of indirect cost rate/schedule and calculation changes that have been applied to an award and/or task. This allows the user to know the changes that have been made to the indirect costs calculation.	Grants Inquiry Account Establishment Administrator Account Establishment Specialist Account Establishment Spec w/Budget Approval OGM Billing Specialist KEY Key Member
RF Installment History Report	Report provides a history of installment monetary changes for a specific period of time on an award. This allows the user to know the changes that have been made to an installment and when they were made.	Grant Superuser (central office only) Grants Assistant Superuser (central office only) Grants Inquiry Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist with Budget Approval OGM Billing Specialist KEY Key Member
RF Invoice Detail Report	Report used to back up sponsor invoices on cost reimbursable awards. It is run for a specific draft invoice and displays expenditure details for all projects or for a specific project funded by the specified award.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Monthly Award Summary (MAS) Report	Report of award activity for a month, showing detail.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Monthly Project Summary (MPS) Report	Report of project activity for a month, showing detail.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Monthly Task Summary (MTS) Report	Report of task activity for a month, showing detail.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Payroll Encumbrance Shortage and Exception Report	Report containing a detailed listing of all individuals that were not fully encumbered due to either a data exception or a lack of funds. The report provides the information that appropriate departments will need to analyze the payroll amount that has not been encumbered.	IS Processing Account Establishment Administrator Account Establishment Spec w/Budget Approval Account Establishment Specialist Grants Inquiry
RF Project Abstract	Report of project information, award terms and conditions, notes, and other general information about the project and award that funds the project.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Project Credit Distribution Report	Displays the credit distribution percentages for a project and calculates the expended dollars by credit distribution.	Org Grants Inquiry Org OGM-Billing Specialist Org Account Establishment Administrator Org Account Establishment Specialist w/Budget Approval Org Account Establishment Specialist
RF Records Eligible for Destruction Report	Report of award records that are eligible for destruction.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval Grants Inquiry KEY Key Member
RF Report of Incomplete/Inactive CFDA Numbers for the Current Fiscal Year	Identifies awards that have an incomplete or inactive CFDA number.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval Grants Inquiry
RF Reports Due Report	Report that shows all reports that are due or past due. This includes and is not limited to technical, financial, property, and patent reports.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member RF Awards Report
RF RFASI GMS Balance Comparison Report	Monitoring report that can be used by various campus personnel to determine if there is a difference in the GMS Balances Table and the RFASI balance.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Salary Sum Report RF Salary Sum Report by Project RF Salary Sum Report by Project/Task	Report summarizing employee, fellowship, and participant stipend payments for a requested period of time.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Salary Sum by Invoice Report RF Salary Sum by Invoice/ Project Report RF Salary Sum by Invoice/Project/Task Report	Report summarizing employee, fellowship, and participant stipend payments for a specific draft invoice number.	OGM Billing Specialist
RF SED Grant Sum Report	Report provides a version of the Grant Sum that can be exported easily to Excel to meet the reporting needs of the NYS Education Department.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Subawards First $25,000 Exception Report	Report that identifies purchase orders and invoices against the expenditure type of Subawards First $25,000.00 to evaluate the charges for MTDC F&A calculations.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval OGM Billing Specialist Grants Inquiry KEY Key Member
RF Subrecipients	Report displaying awards that have expenditures paid in the subaward category for a specified period of time and dollar amount.	Grants Inquiry Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/Budget Approval
RF Transfer Labor Schedule for Renewal Awards RF Transfer Labor Schedule for Renewal Awards Audit Report	Process to transfer labor schedules. The report shows the people who have successfully transferred from one award to the renewal award when the A to B process is run.	Account Establishment Administrator Account Establishment Specialist Account Establishment Specialist w/ Budget Approval
RF Unbilled Receivables Export	Report provides a version of the RF Unbilled Receivables Report that can be easily exported into Excel.	AR-Inquiry AR-Billing Specialist OGM-Billing Specialist

Change History

January 17, 2006 - Changed name of "RF Report of Invalid CFDA Numbers" to "RF Report of Incomplete/Inactive CFDA Numbers for the Current Fiscal
Year," updated the description, and added Grants Inquiry as a responsibility with access to the report.
June 10, 2005 - Added new responsibility "RF Awards Report" to RF Reports Due Report.
June 3, 2005 - Added RF Salary Sum by Invoice/Project Report and RF Salary Sum by Invoice/Project/Task Report.
February 4, 2005 - Added RF Salary Sum by Invoice Report.
October 14, 2004 - Added RF Unbilled Receivables Export report.
September 29, 2004 - Added reports; RF Invoice Detail Report and RF SED Grant Sum Report.
July 28, 2004 - Added link to RF Award Billing Information Report.
July 1, 2004 - Added description and link to RF Award Booked Date Report.
June 24, 2004 - Added description and link to RF Installment History Report. Added link to Salary Sum reports description. Changed Key Member
responsibility to KEY Key Member.
June 2, 2004 - Added additional responsibilities for the RF Subrecipients report.
February 13, 2004 - Revised to change title and description of RF: Subrecipients Paid $300,000 or Greater report to RF Subrecipients.
January 16, 2004 - Revised to change title report title from RF: Subrecipients Paid $300,000 or Greater to RF Subrecipients Paid $500,000 or Greater and
to add RF Payroll Project Information Abstract Report to RF Project Abstract.
2003 - Added link to descriptive document for RFCUST: Subrecipient Paid $300,000 or Greater report. Revised to add RFCUST: ID History Report and
RFCUST: Custom Burdening Error Report. Revised to add RFCUST: Project Information Abstract Report. Revised to change title report title from RFCUST:
Project Information Abstract Report to RF Project Abstract.
2002 - Added RFASI GMS Balance Comparison Report. Added the following reports: RFCUST: Invoice Detail Report, RFCUST: Invoice Review Report,
RFCUST: LOC/Installment Report, RFCUST: Projects Closing with Funding. Updated definition for RFCUST: RFASI GMS Balance Comparison Report.
2001 - Added Direct Cost Over Budget Report. Reorganized list as it is displayed in the LOV. Add MPS Report.

Feedback
Was this document clear and easy to follow? Please send your feedback to webfeedback@rfsuny.org.