Defining grants or other external funding sources (GM15)

Specify the grant number or ID assigned by the federal, state or other funding source agency. This is a unique 30 character code used to identify the grant or external funding source in the Lawson grant management system.

Specify the grant description assigned by the federal, state or other external funding source agency. This description will be printed on the standard reports.

(Optional) Specify a long description if there is not enough space in the description field. This field is 60 characters and is informational only. If this field is left blank, then this field will default to the short description.

Specify the Awarded Amount. The field is the total grant award, loan, or other external funding agreement amount.

The Grant Budget field is a calculated amount that represents the total of all grant cost classification budgeted amounts on the Grant Budget (GM15.2). Users can choose to view and report on the grant and match budgets amounts separately.

Select the currency code for the funding source. Multi-funded contract funding amounts are stored in fund currency and exchanged to contract currency.

Select the manager of the project or grant. The selections are limited to resources (HR Company and Employee) set up in the HR system.

Select the grant administrator. The selections are limited to resources set up in the HR system.

Select the current grant status. Valid values are 1 Active; 2 Inactive. If this field is left blank, then this will set Active as the default setting.

Select the Cost Class Template. A template is assigned to a grant to define valid cost classifications for the Grant Budget. It is also used to assign the cost classification to the Grant Eligible Account Categories (GM20.4) when the grant or fund is assigned to a Contract (GM20) as a funding source.

Make a selection to flag whether the grant requires a match or cost share from the grantee. Valid values are: Y = Match Required; N = No Match. The default setting is N.

Make a selection to flag whether the match reimburses Grant Ineligible Expenditures. Valid values are:

Y = Match reimburses grant ineligible expenditures

N = Match does not reimburse grant ineligible expenditures.

If this field is left blank, then the default setting is set to N.

Specify the grantee match or cost share percent from the award or grant agreement.

The Match Budget field is a calculated amount that represents the total match budget amount entered on the Grant Budget (GM15.2). The grant pay request will include the breakdown of the grant and match budget amounts by pay request cost classification.

This is a link to Grant Budget (GM15.2).

This is a link to Grant Deliverables (GM15.3)

Specify or select the Accounts Receivable (AR) company of the Grantor.

A Grantor is an organization that engages an institution to work on a grant or research project. If your organization is a subcontractor on a grant or research project, then the Grantor is the organization that funds you as a subcontractor, and the Prime Grantor is the agency that funds the Grantor. Ensure to enter the Prime Grantor information in the Prime Grantor fields.

Specify or select the Accounts Receivable (AR) company associated with the prime Grantor. If the grant has only one Grantor, such as DHS, then you can leave the Prime Grantor blank. Grant Management uses the Grantor information to print on reports.

A prime Grantor is an agency that awards a grant or funds a research project. If your organization is a subcontractor on a grant or research project, then the Prime Grantor is the agency that funds your Grantor.

Specify the prime grantor's award number.

(Begin Date Required) Specify the date range for grant.

For reporting purposes only.

(Optional) For reporting purposes only.

The date the grant application was submitted.

(Optional) For reporting purposes only.

The date from the Notice of Grant Award (NOGA).

(Optional) For reporting purposes only.

The date the notice of grant award is received.

(Optional) Specify the estimated or expected close date for the grant. For reporting purposes only.

(Optional) Specify the actual close date for the grant. For reporting purposes only.

Select a Pay Request Format for each customer. This field is required for Fund types that are Grants. The grantor can have various invoicing formats (Bill To and Contact) depending on the grant or funding agency.

Display only. Displays the Accounts Receivable customer associated with this grant. The data will default from Customer Group Address (AR09).

Display only. Displays the data from Bill To (AR09.4).

Display only. Display field defaults from Customer Contacts (AR11).

Display only. Display field defaults from Customer Contacts (AR11).

Specify a customer purchase order number that is assigned to this contract. This number appears on the request for reimbursement (invoice) for customer cross reference.

This field is required for interface to Accounts Receivable (AR) when grant is pre-funded. Automatic Payment Apply (AR129) uses the PO Number to match to the prepayment.

Specify or select the letter of credit number the grant is paid through.

The Grant Request for Reimbursement (GM121) provides an option to print pay requests by grant and the letter of credit number assigned to the Grant.

A separate report with the total amount for each letter of credit is generated.

Specify the document number for the letter of credit. The document number identifies the hierarchy under the letter of credit number and is unique for different contracts. This value prints on request for reimbursement (invoice).

Defaults from the AR Company (AR01) from the Grantor tab and displays the AR01 Company Name.

Defaults from the AR Company (AR01) Address tab. Tax identification number for the grantee.

Defaults from the AR Company (AR01). The organizations Data Universal Numbering system (DUNS) number .

Select a Funding Source code. This is the Code for the agency that is responsible for funding the grant. For example, Federal, State, ARRA Other. For additional information refer to Funding Source (GM06).

Displays Funding Source Type.

Specify the Program Title associated with the awarding grant funding source.

Specify the number assigned to a Federal program in the Catalog of Federal Domestic Assistance (CFDA).

The CFDA is a government-wide compilation of Federal programs, projects, services, and activities which provides assistance or benefits to the American public.

Select Y if this Grant is funded by the American Recovery and Reinvestment Act (ARRA).

Display only. Grant amount allocated to contracts. Contracted Amount displays the sum of Fund Amount from Contract Funding (GM20) records.

Display only. Grant Eligible Expenditures - updated by Grant Expenditure Allocation (GM120) and stored in Grant Fund Currency. Expenditures are the sum of Eligible Expenditures from Contract Funding (GM20).

Display only. Grant Fund Remaining is a calculated field stored in Fund Currency. If Fund Type is Grant, then Remaining is Fund Amt minus Receivable.

Display only. The percent spent is calculated by dividing the expenditures by the contracted amount.

Display only. AR Receivable Amount requested updated by Grant Request for Reimbursement (GM121).

Select a GL code representing the grant revenue account. A GL code identifies a general ledger company, accounting unit, account, and subaccount. This is the short cut which represents the revenue account.

This code will default to the contract funding source. Defaults on GM20; when assigned on Multi Funded Contracts (GM20.1), this represents the GL account that will be credited when you run GM121 in update mode. This represents a revenue account, deferred revenue account, or a capital projects work in progress account.

Select the revenue type account category. This Revenue Account Category will be posted to Activity Management. The revenue category can be a generic revenue account category or a revenue account specific to the grant.

Select a GL code representing the grant deferred revenue account (earned/unavailable). A GL code identifies a general ledger company, accounting unit, account, and subaccount. This is the short cut which represents the deferred revenue account (earned/unavailable) or revenue clearing account. This code defaults to the contract funding source. Defaults on GM20; when assigned on Multi Funded Contracts (GM20.1), this represents the GL account that will be credited when you run GM121 in update mode. This account will be debited when cash is received or applied (AR195).

Select an accrual type account category. This Deferred Revenue Account Category will be posted to Activity Management. The deferred revenue category can be a generic revenue account category or a deferred revenue account specific to the grant. This code defaults to the contract funding source. Defaults on GM20; when assigned on Multi-Funded Contracts (GM20.1), this represents the account category that will be credited when you run GM121 in update mode. This account will be debited when cash is received or applied (AR195).

Select a GL code representing the grant revenue account. A GL code identifies a general ledger company, accounting unit, account, and subaccount. This is the short cut which represents the revenue account.

This code defaults to the contract funding source. Defaults on GM20; when assigned on Multi Funded Contracts (GM20.1), this represents the GL account that will be credited when you run GM121 in update mode. This represents a revenue account, deferred revenue account, or a capital projects work in progress account.

Select the revenue type account category. This Revenue Account Category will be posted to Project Accounting. The revenue category can be a generic revenue account category or a revenue account specific to the grant.