Financial Status Report (GM269)

Run Financial Status Report (GM269) to create a summary of expenditure activity over a specified time period. You can use this report as a worksheet to complete the Financial Status Report (Short Form), SF-269A as prescribed by OMB (Office of Management and Budget document) circulars A-102 and A-110. You can define the GM269 report for a single summary activity, for multiple contract activities, or a list of contract activities.

You can calculate PO Commitment F&A encumbrances for the selected activities based on your specified rate. Adding PO Commitment F&A encumbrances to the report gives you an estimate of the actual burden amounts once the AP expenses are posted.

You can make sure that the calculations include only eligible cost account categories. You can select an eligible account category group to have the program apply the rate to all the cost account categories in the group that are associated with the selected activities, or you can select up to ten cost account categories to exclude from the calculations and have the system apply the F&A rate to all the cost account categories for the selected activities EXCEPT for the excluded account categories.

Note: Entering multiple activities or a list of activities does not print a report for each of those activities. Instead, the report combines the information into one set of numbers.

Note: Be sure that you enter your activities carefully. The Financial Status Report (GM269) will not ensure that all contract activities included in the report have the same direct sponsor award number associated with them, or the same customer or institution.

Use the PO Commitment F&A tab to calculate and print a PO Commitment F&A encumbrance on the report based on an F&A rate and account categories that you specify.