[ BEN Financials ]
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:
- RESP ORG
This column provides the RESP ORG numeric code.
- 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.
- 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.
- FUND Description
This column provides the FUND description.
- Sponsor
This column provides the Sponsor name.
- Primary PI
This column provides the Primary PI name.
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. |
- Account End Date
This column provides the date the project is scheduled to terminate.
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)
- 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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