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Table of Contents

This section details the federal program monies the district has received during the fiscal year. 

Note

The Federal Assistance Summary information must be entered prior to creating the Federal Assistance Detail information in order to link them together.

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  1. From the Periodic menu select 'Federal Assistance Detail.'
  2. Click on .
    1. Enter in the required information for the new cloned detail record. 
      • Select the Federal Assistance Summary's - Select the fiscal year to be reported in the Federal Assistance Summary by using the dropdown.   
      • Line number number - This will auto increment once the Federal Assistance Summary's fiscal year is selected.
      • CFDA - Enter the appropriate CFDA number.
      • Grant Title - Enter the Grant Title and/or Record Description for the federal record.
      • Enter Cash Account - Select the cash account associated with this record.  
      • Account Filter - This may be used for Non-500 federal monies (i.e.  Fund 006) 
      • Federal contributions received and expended Contributions Received/Expended during the selected fiscal year will populate when the cash account is chosen.    Please see the note below for the exception with non-500 fund accounts in order for these to populate.   
  3. Click on   to create the record, click on to not post and return to the grid.
Tip

If creating multiple Federal Assistance Detail records, use the Image Modifiedoption prior to clicking Image Modified to leave the window open for the creation of another Federal Assistance Detail record.  If Image Modifiedis checked before clicking Image Modified, it will close you out of the Federal Assistance Detail window.


Info

For any EXCEPTION for any reportable Federal monies where the Cash Account that is not in the 500'ss  (i.e. 006-0000) , the - The FYTD revenues/expenditures will notautomatically  automatically populate when entering the Cash Account; however, an Account Filter can be created.  With the account filter and once the Cash Account and Filter are selected, the received/expended amounts will populate.  The user can may also manually enter the expended and received totals.     

For any Cash Account Accounts in the 500's, the FYTD revenues/expenditures (minus amounts associated with Transfer or Advance accounts) will automatically populate based on the current posting period. Federal Assistance Summary fiscal year chosen and the Cash Account selected.   

NOTE:  If there are changes to the FYTD revenues/expenditures after the Federal Assistance Detail record is was created, it the record will need to be edited in order to update the figures.  You can do this by clicking off the selected Cash Account and reselecting the Cash Account.  


Info
titleCFDA number & Grant Title

To assist with entering the CFDA number and Grant Title, USAS-R includes a tool tip when you hover over the name of these fields. The tool tip cannot contain a clickable link, but it does include the URL to help direct users to the appropriate location. A clickable version of the URL can also be found below.

Tool Tip:

URL: https://sam.gov/content/assistance-listings  

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  1. View existing federal assistance detail record.
  2. Click on and clone the existing federal assistance detail record into a new federal detail record. 
    • Enter in the required information for the new cloned detail record. 
      • Federal Assistance Summary - Select the Federal Assistance Summary's fiscal year to be reported by using the dropdown. 
      • Line number - will auto increment once the Federal Assistance Summary's fiscal year
      and make any desired changes to the rest of the records. 
      • is selected.
      • CFDA - Review/Enter the appropriate CFDA number.
      • Grant Title - Enter the Grant Title and/or Record Description for the federal record.
      • Cash Account - Select the cash account associated with this record.  
      • Federal Contributions Received/Expended during the selected fiscal year will populate when the cash account is chosen.  Please see the note above regarding the exception with non-500 fund accounts.    
  3. Click to save desired changes or click Cancel to not post and return to grid.

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