Document Name: Grant Glossary Date Developed: 05/05/03

Project: PeopleSoft Financials Date Last Updated: 05/05/03

GRANT GLOSSARY

SAMAS / PEOPLESOFT / PEOPLESOFT DESCRIPTION / SAMAS REF.

ACCOUNT

/

PROJECT ID

/ Combination of Campus, Dept., Funding Source, NACUBO Code, / No exact match
Sequence Number, & Sub-account number--flows
through as Award & Project identifiers.
ACCOUNTABLE OFFICER SSN / EMPL ID / Employee Identifying number: Assigned in Payroll / P. I.'s Social Security no./FS02 Screen
AGENCY ID / SPONSOR / Set up in Maintain Sponsors-Profile / Identified on BOR fm Sponsored Research
AGREEMENT TYPE / BILL BY ID / Specified in Award Profile-"Establ. Awards": Billing ID(Structure / FS02 Scrn: Grant/Contract/Fixed/U'write--
Billing) controls the Billing Interface by defining the grp. billing
activity
BUDGET CATEGORY / BUDGET CATEGORY / Budget Identifier: Unique numbering--Controlled by Budget Tree / Budget Object Code (Ex.:TR-20)
BUILDING/ROOM / LOCATION / Estab. at "Maintain Professionals-Job-Employ. Data" / FS02 Scrn: P.I. Information
CASH / BUDGET / Cash will not be identified by Dept. Grants will reflect budget / Policy Change: SAMAS is cash-based
only--this will be the "authority" to spend.
CIP / NACUBO Code / Functionality codes--how revenue is used: See"Account" / FS02 Scrn: Same-translated to CIP
COST SHARE / COST SHARE / Portion of expense that will be paid by the University / SAMAS FS02 Scrn: Effort reporting-PAR
Established at Proposal set-up~Analysis Types at Installation
DEPARTMENT / DEPARTMENT / The 2d-5th digits of the Award/Project numbering-reflects same / SAMAS Dept.# converted into P/S
numbering as SAMAS. Included on many P/S panels
SAMAS / PEOPLESOFT / PEOPLESOFT DESCRIPTION / SAMAS REF.
DEPARTMENT LEDGER / NOT YET DEFINED / Summary of Year-to-date activity by
Department & contract.
F & A / FACILITIES & ADMINISTRATIVE / Indirect cost: Controlled by F & A Tree / Overhead/Indirect Cost
FEDERAL DOC. NUMBER / Letter of Credit defined at Award Header Line: "Establ. Awards" / From Notice of Award-Sponsored Rsch
FUND / FUND / Primary structural unit for accounting. 8 funds are currently / Same definition-reconfigured to P/S
defined in P/S: Unrestricted, Restricted, Loan, Endow., Capital--
FUNDING SOURCE / CHARTFIELD/AWARD NUMBER- / Portion of Award Id #: numerical ref. 1-6 indicate Fed. Funds; / SAMAS FS02 Screen
ING CONVENTION / 7-9 indicate non-Federal funding. Also defined under "Sponsor
Type"
GRANT CODE / CONTACT PERSON / "Billing Specialist" at Award Header-Acctg. Attributes Line & / Manual coding to FS02 Scrn
Grants Admin. Person at "Award Profile"
IN-KIND / COST SHARE / Third party support of a contract--usually financial / SAMAS FS02 Scrn: Effort reporting-PAR
MATCHING / COST SHARE / Any money/effort the University provides to support a grant / SAMAS FS02 Scrn: Effort reporting-PAR
OBJECT CODE / ACCOUNT / Chart of Accounts: Expense, Revenue / Expense, Revenue & Budget Identifiers
ORGANIZATION / BUSINESS UNIT / Organizational sub-set of the University/Organization: / No match
TAMPA, ST PETE, SRSTA, LKLND, FIPHR
OVERHEAD TYPE / F & A / MTDC, TDC : Controlled by F & A Tree / FS02 Scrn: "Type, Rate & Status"
OVERHEAD STATUS / F & A / Active or Waived: Set up at Proposal / FS02 Scrn: "Type, Rate & Status"
PAY TYPE / BILLING CYCLES / Defined under "Structure Billing": establishes billing ranges for / FS02 Scrn: Values translated to P/S
each Cycle Id--Quarterly, Monthly, Deliverables-Based---
SAMAS / PEOPLESOFT / PEOPLESOFT DESCRIPTION / SAMAS REF.
PROGRAM / PROPOSAL/AWARD NAME / "Establish Proposals": Short Title / FS02 Scrn:
PROJECT / PROJECT/GRANT / Projects always tie to an Award--defined in numbering conven. / FS02 Scrn:
PROPOSAL NUMBER / AWARD / Award ID & Project IDs seed information into the Award Profile. / Proposal Review & Certif./BOR
The Award ID contains the 1st 12 digits of the ACCOUNT #
An Award will always have at least 1 PROJECT
REVENUE / REVENUE / Offset to Accounts Receivable: Accrual system / Recognized when received only: SAMAS
Is cash-based

University of South Florida 33

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