You are here:Subaward > Financial

History of Changes

The History of Changes section is where the subcontract administrator will maintain the obligated and anticipate funding levels of the subaward. Over the lifecycle of the subaward, the administrator will update (make changes to) those amounts to create a History of Changes.

Figure 1524  Subaward Document > Financial Page > History of Changes Section – Example

 

Table 622  Subaward Document > Financial Page > History of Changes Section – Field Descriptions

Field/Column

Description

TOP OF PANEL

Display only section

Obligated Amount

Display-only: automatically updated based on entries into the Obligated “Change’ column field.  In the case of multiple line item values, this would be the sum.

Amount Released

Display-only: Populates from calculation of all Amounts maintained in the Invoice: Amount Released

Modification Effective Date

Effective date of the modification for FDP forms

Period of Performance Start Date

The start date of the subcontract performance period for population on the FDP form

Anticipated Amount

Display-only: automatically updated based on entries into the Anticipated Change.  Anticipated amount is probably the value you entered in the Anticipated Change field, only

Available Amount

Display-only: Populates from calculation of Obligated Amount less all sum of the maintained Invoiced Amounts Released.

Modification ID

The modification number for this transaction for FDP forms

Period of Performance End Date

The end date of the subcontract performance period for population on the FDP form

HISTORY OF CHANGES

ADD ENTRY SECTION

Effective Date

This is the date this change is to take effect. To select the date, click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Obligated Change

Enter the amount of funds being allocated or reduced on the subcontract’s obligated funds.

Anticipated Change

If needed, enter the amount of funds being allocated or reduced on the subcontract’s Anticipated funds.

File Name

Use this field to add an attachment (for example, official correspondence from the sponsor that includes information about a subaward amount).  Click the Browse…button to launch your browser’s File Upload window, then use it to locate the desired file on your local computer hard drive, expanding folders as necessary, then select the document file (by clicking on it once with your mouse) so that its filename appears in the File name field, then click the Open button.  The File Upload window is closed and the File Name field (this field) is populated with the drive/directory/filename path you selected.

Modification Effective Date

Enter the effective date of the modification for FDP forms

Modification ID

Enter the modification number for this transaction for FDP forms

Period of Performance Start Date

Enter the start date of the subcontract performance period for population on the FDP form

Period of Performance End Date

Enter the end date of the subcontract performance period for population on the FDP form

Actions

Click the add button to add your entry/selection in the Add: row as a sequentially numbered line item row below.

Click the delete button to remove a previously-added numbered line item row.

 

 

Figure 1525  Subaward Document > Financial Page > History of Changes Section – Once the Obligated & Anticipated values are maintained, the read-only header is populated.