Report Classes
The Report Classes subsection has a subsection for each class of reports. Examples maintained in the KC QA environment are:
• Financial reports
• Intellectual Property reports
• Procurement reports
• Property reports
• Proposals Due reports
• Technical/Management reports
Figure 1356 Award Document, Payment, Reports & Terms Page – Report Classes Section Layout
Each is described in the following table.
Table 555 Reports Section, Report Classes Subsection Descriptions
|
Field |
Description |
|
Financial |
The Financial subsection provides a formal summary of the financial reports and/or invoices required on a sponsored project, prepared as required by the sponsor’s terms and conditions in the award. |
|
Property |
The Property subsection displays a formal summary of the property reports required of the institution on property purchased with project funds during the awarded project period. |
|
Intellectual Property |
The Intellectual Property (IP) subsection displays a formal summary of IP or patent reporting required on the award. These reports gather information on the creations of the mind generated in the course of the scope of work of a sponsored project prepared as required by the sponsor’s terms and conditions in the award. |
|
Technical/Management |
The Technical/Management subsection displays a formal summary of progress and/or results reporting as required by the sponsor’s terms and conditions in the award. |
|
Procurement |
The Procurement subsection displays a formal summary of reports for the purchasing, leasing, renting, or selling of services or supplies as required by the sponsor’s terms and conditions in the award. Reports include items for both purchasing and subcontracting activities. |
|
Proposals Due |
The Proposals Due subsection includes information on requirements for continuation proposals or other proposals required for the award. |
You need to create a row in the appropriate subsection for each type of report needed for this award.
|
|
Use the following procedure to enter information in the Report Classes section. This procedure applies to all of the subsections in the Report Classes section. |
Table 556 Award Document, Payment, Reports & Terms Page, Report Classes Section - Field Descriptions
|
Field |
Description | ||
|
Report Type |
Optional. The type of report on this row. Examples of Report Types:
Click in the
dropdown list tool | ||
|
Frequency |
Required. The frequency at which this report is generated. Examples of Frequencies:
Click in the
dropdown list tool | ||
|
Frequency Base |
Required. The base on which the frequency is calculated. Examples of Frequency Bases:
Click in the
dropdown list tool | ||
|
OSP File Copy |
Required. OSP file requirements. Examples of OSP File Copy:
Click in the
dropdown list tool | ||
|
Due Date |
Required.
The date this report is due. Enter the Due Date in MM/DD/YYYY
format or click in the date selection icon tool | ||
|
Actions |
Click |
to select the Report Type
for this row.
to refresh the dropdown
list choices.
to refresh the dropdown
list choices.
to select
it.
to remove the entry on that
row.Recipients & Details
When you click 
to save your new entry in the
Reports Classes section, KC displays a collapsed Recipients
subsection and a collapsed Details subsection:
Figure 1357 Reports Section, Report Classes Section, Financial Subsection
|
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The Details subsection in the Report Classes subsection contains read-only fields with data from other sections or sources. Some fields in this subsection may be blank. |
Figure 1358 Award Document, Payment, Reports & Terms Page, Reports Section, Report Classes Subsection, Financial Subsection Example