Florida PALM Chatfield Vocabulary
(5 characters) defines an agency or agency subset that is independent with regards to one or more accounting or operating functions
GL Business Unit
This is the federal form used to report financial status for grants and cooperative agreements.
SF-425 (Federal Financial Report)
This user type is responsible for checking the box to indicate that data entry is complete and the record is ready for Budget Director review.
Agency User
These are the main folders we use in the S: drive to update our grants.
Division folders, closed grants, tracking folder
These three components make up the PID.
Species, Activity, and Location
(6 characters) classifies the nature of a transaction by identifying it as a balance sheet account (e.g., asset, liability, equity) or operating account (e.g., expenditure, revenue)
Account
This section of the SF-425 shows how much money the federal agency has authorized for the award.
Federal Award Authorized amount
When this user signs off, the record becomes read-only to the agency and is submitted to OPB or can be returned for edits.
Budget Director
Main folder that houses the grant folder
CFO folder
Green tabs on the cost sheet house this information
LTD Web and LTD Pivot
(8 characters) represents agencies and/or functions to which appropriations are made and typically represents a program
Budget Entity
This value represents the total amount of grant funds that have been spent during the reporting period and cumulatively.
Total outlays (expenditures)
This OPB role reviews the grant, assigns a due date for policy review, and then forwards it to the Policy Unit.
OPB Trust Fund Analyst (TF Analyst)
Before submitting a grant budget, staff should consult this folder to obtain the most current worksheets for developing and supporting cost estimates.
Cost Sheet Templates folder
Total amount of grant funds spent from the beginning of the grant award through the current reporting period is located in this column on the cost sheet.
LTD Grantor
(5 characters) tracks financial assistance that provides support or stimulation to accommodate a public purpose
Grant
This calculation represents the difference between federal funds authorized and total expenditures.
Unobligated Balance
This OPB official checks the record after the Analyst and Chief Analyst, and their sign-off enables the Policy Coordinator step.
OPB Chief Analyst
This folder serves as the repository for historical grant records, including finalized budgets, reports, invoices and correspondence for grants that are no longer active.
Closed Folder
This column on the cost sheet holds the amount of grant funding that remains available to be spent after subtracting life-to-date expenditures from the total grantor budget.
Balance of Grantor Budget
A 10-character identifier that identifies the agency entity associated with a transaction and tracks information according to a structural breakdown or operating unit of the agency
Organization Code
This common accounting issue can cause incorrect totals on the SF-425 when spreadsheet formulas are incorrect or broken.
Excel Formula Error
This final OPB role selects “Finalized” or “No Action,” which determines whether the record becomes read-only or moves forward to federal government action.
OPB Policy Coordinator
This folder contains audit reports that have been finalized and no longer require additional action or review.
Completed Audits folder
This is cumulative amount of funding that has been requested from the grantor before the current reporting period or current reimbursement request.
Prior Request