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133.ORG: List of Grant and Contract Funds Due to Close
Documentation :|: BEN Balances Report Documentation :|: Quick View

Last Updated: 09/07/01

The 133.ORG report supports the annual expenditures review process as well as grant and contract close-out. This report lists all grant and contract funds that are either going to terminate or are going to end a budget period within the next 120 days. The number of days is pre-defined within the report. The 133.ORG report lists basic attribute information about each fund; no financial data is provided.

The report is divided into two sections. The first section lists those grants and contracts where the Account End Date is equal to the Current Budget End Date, indicating that the entire project will be closing. This section is indicated by the following text in the report header:

Group: Projects Due To Close

The second section lists those grants and contracts where the Account End Date is not equal to the Current Budget End Date, indicating that a Budget Period is closing. To be listed in this section of the report, either one of the Budget Period End Dates or the Current Budget End Date must be within 120 days of the run date of the report. This section is indicated by the following text in the report header:

Group: Budget Periods Due To End

The two sections are separated by a page break.

If no grants or contracts are due to close within 120 days from the request date, the report displays the following message:

No Funds Due To Close In The Next 120 Days


Sort Order:

Within each group, the first level of the sort order is by RESP ORG in ascending order. The second level sort is by Current Budget End Date in chronological order. The third level sort is by Fund in ascending order.


Report Parameters:

The following parameters are provided for account selection on the 133.ORG report:

ORG LOW/HIGH
RESP ORG/ORG Connector
RESP ORG LOW/HIGH

For guidelines on how to use report parameters, please refer to section 6. Report Parameters


Report Columns:

From left to right, the report columns will provide the following information:
  1. RESP ORG
    This column provides the RESP ORG numeric code.
  2. Current Budget End Date
    The date displayed here represents the end date on the current contract for this grant; this is basically the date through which funding has been awarded. For multiple year awards, this date will equal the Account End Date only in the final Budget Period of the grant. Except for brief delays in timing, the Current Budget End Date should match the award end date from the most current AIS for the reported grant. If it does not, the user should contact Research Accounting.

    Note:
    If the grant is listed in the "Budget Periods Due To End" section of the report, it may have been selected on the basis of one of its Budget Period End Dates rather than its Current Budget End Date. If the Current Budget End Date displayed on the report is not within 120 days of the run date of the report, this means that the grant was selected on the basis of one of its Budget Period End Dates. For more information about the Budget Period End Dates, see Section 3.1, Grant/Contract Dates in Finmis.
  3. FUND
    This column provides the FUND numeric code.

    Note:
    It is often necessary to incur expenditures in advance of receiving a fully executed award from the sponsor. To facilitate this process, advance funds are created with an interim contract end date. When the fully executed award is received from the sponsor, the contract end date is amended. The PBIL amount (maximum amount billable to the sponsor) is not established for advanced funds. On report 133.ORG, funds where the PBIL amount has not been established, or where the PBIL amount is equal to zero, are marked with an asterisk.
  4. FUND Description
    This column provides the FUND description.
  5. Sponsor
    This column provides the Sponsor name.
  6. Primary PI
    This column provides the Primary PI name.
  7. FRZ: This column displays a single character to indicate the freeze status of the fund.

      N = Not Frozen NONE of the transaction sources are currently frozen for this grant.
      P = Partially Frozen At least one, but not all of the transaction sources are currently frozen for this grant.
      F = Fully Frozen All of the transaction sources are currently frozen for this grant.
      D = Fund Disabled The fund is disabled; its freeze status is irrelevant.


  8. Account End Date
    This column provides the date the project is scheduled to terminate.
  9. Adjustment Period End Date
    This column provides the system-calculated date that the Adjustment Period ends and the system will automatically freeze all transaction sources that are not already frozen. (For detailed information on how this date is calculated see the BEN Financials II - New Features; Freeze Grant Accounts document)

  10. Financial Report Due Date
    This column provides the date that the next financial report is due for the grant fund being reported.


Last Page Of The Report:

On the last page of every report two pieces of important information are provided: Report Parameters and Report Break - Resolved Parameters.

1. Report Parameters
The parameters used to request the report are printed on the last page as confirmation of what was requested. If the account combinations returned to you in the report are not what you expected, the report parameters list is a useful first place to start. At a minimum, you can verify the range of values you provided at the time you submitted the request.

2. Report Break - Resolved Parameters
The list provided here represents the list of values within the range you provided as Report Parameters that passed security verification. When a report is submitted, ORGanization parameters that were provided are compared against your BEN Financials security profile. All ORGanizations in the range that match your profile will be returned to you in the report.

This is a good second place to look if you did not get the results you expected. Compare the list of ORGanizations in this list against the parameter range you provided. If an ORGanization is missing, chances are it does not exist in your security profile.

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