1. Lehigh University FRRGRNT process
Lehigh University uses FRRGRNT to:
Calculate, record and distribute indirect costs
Record grant revenue and related receivable
LU has a research incentive program that shares indirect cost recovery as follows:
84% University
9% College
4% Department
3% Project Investigator
ICR is distributed to separate funds created for each

2. Lehigh University FRRGRNT process
We run FRRGRNT as a monthly batch process
Can also be run in sleep wake mode
We run FRRGRNT in summary mode
Generates one summary posting for all activity in the month or period
Can also be run in detail mode
Generates an entry for each transaction posted to a grant fund (too many entries!!!!)

3. Lehigh University FRRGRNT process
How does it work…
FGBTRND_DEFER_GRANT_IND … this flag is initially set to Y for all transactions recorded in grant funds. FRRGRNT process changes it to N after transaction is included in calculation so it is not selected again.
Sample output and entries generated by process…

5. Lehigh University FRRGRNT process
LU month end FRRGRNT process
Run FRRGRNT in summary audit mode
Verify FRRGRNT calculations against manual calculations for selected grants
Run FRRGRNT again in detail mode and retain output as a transaction by transaction audit trail
Run FRRGRNT again in summary update mode and retain output as support for entry posted
Must run FGRTRNI and FGRTRNR then posting

6. Lehigh University FRRGRNT process – Setup
FOASYSC - System Control Form
FTMACCT - define indirect cost account codes
FTMINDA – define indirect cost charge codes
FTMINDR – define indirect cost rate codes
FTMBASI – define indirect cost basis codes
FTMINDD – define ICR distribution codes
FRVPMSC – define letter of credit codes
FRAGRNT – assign IC cost codes to grants

7. Lehigh University FRRGRNT process – Setup
FOASYSC - System Control Form
Grant Processing Info window has checkbox for “Defer Calculations of Indirect Cost and Cost Share”
If checked, FRRGRNT must be run in batch mode
If unchecked, FRRGRNT runs in sleep wake mode

9. Lehigh University FRRGRNT process - Setup
FTMACCT – Account Code Maintenance Form
define indirect cost Account Codes to be used to record indirect costs on grant funds. Must be account class “I”
Lehigh uses 3 codes for different rate types:
79800 Indirect Cost – Research
79801 Indirect Cost – Liaison
79804 Indirect Cost < 10%

11. Lehigh University FRRGRNT process - Setup
FTMINDA – Indirect Cost Charge Code Maintenance Form
use this form to create codes that will identify the Account Code to be charged for indirect costs on individual grants.
Assign code on FRAGRNT form for each grant.
Lehigh codes and related Account Codes are…
RSCHIC 79800
RSH<
LIASIC 79801

14. Lehigh University FRRGRNT process - Setup
FTMINDR - Indirect Cost Rate Code Maintenance Form
Use this form to create rate codes for each indirect cost rate used by your institution.
Assign code on FRAGRNT form for each grant.
Lehigh’s rate codes include the rate for ease of assigning to grants and subsequent recognition
Example: R54.0

17. Lehigh University FRRGRNT process - Setup
FTMBASI – Basis Definition Code Maintenance Form
Use this form to define the base for indirect cost calculations
Define Account Types and/or Codes to be included or excluded from the calculation base
Example… Lehigh code MTDC1, Modified Total Direct Costs excludes Equipment Account Codes, Tuition remission Account Codes and expenses > $25,000 charged to subcontractor Account Codes

20. Lehigh University FRRGRNT process - Setup
FTMINDD – Indirect Cost Distribution Maintenance Form
Use this form to create codes associated with the FOAPAL distribution of indirect cost recovery (the credit side of indirect cost charges).
Lehigh has a research incentive fund program and shares ICR with Colleges, Departments and Project Investigators (9%, 4% and 3% respectively).
Each PI has at least one distribution code

23. Lehigh University FRRGRNT process - Setup
FRVPMSC – Payment Management System Code Maintenance Form
Used by the grant billing module to group grants by letter of credit agency (DOE, HHS, NSF, ONR, etc.)
Lehigh does not use the baseline grant billing module, but we do create these codes and assign them to grants in the “Billing Information” window of the FRAGRNT form
use this code to prepare monthly cash drawdowns
to prepare quarterly agency reports

25. Lehigh University FRRGRNT process - Setup
FRAGRNT –Grant Maintenance Form
Enter all indirect cost codes in “Cost Code Information” window

28. Lehigh University FRRGRNT process - Setup
FRAGRNT –Grant Maintenance Form
Billing Information window
Enters PMSC code so you can select and group grants by letter of credit agency for cash drawdowns and quarterly reporting to agencies.

30. Lehigh University FRRGRNT process - Setup
FTMFUND
Enter Unbilled AR Account Code and Revenue Account Code
FRRGRNT will use these Account Codes to record grants receivable and related grant revenue entry after calculating indirect costs for the period.
Enter deferred revenue account code if grant award is paid in advance
Leave blank if you do not want FRRGRNT to record revenue and related receivable

32. Lehigh University FRRGRNT process - Setup
FRMFUND
Associate a grant with a fund

34. Lehigh University FRRGRNT process - parameters
01 Recalculation Y – yes, N - no
02 Date From
03 Date To
Chart of Accounts
Fund Option A – all, R – range, S - specific
From Fund
To Fund
Posting Date Transaction date
Execution Mode A – audit, U - update
Report Type S – summary, D – detail

35. Lehigh University FRRGRNT process
Sample report