This document addresses frequently asked questions regarding lab planning financials & reporting to help you understand common challenges and their resolutions. |
Financials & Reporting
Q. For NOFO awards, what is the difference between Prime and Sub? Are either of those "FFRDCs" from budgets or Technical Assistance?
A. The Work Category "NOFO-Prime" is applicable to a lab project that was awarded by NOFO where the Lab is a prime recipient. "NOFO-Sub" is applicable where the NOFO was awarded to a non-lab entity, but the lab is a sub to that prime.
Q. Under Work Categories, is there an option for CRADAs?
A. This will be looked into to determine whether CRADA should be added as a Work Category or if there is another way to identify a CRADA.
Q. Given there are no financial details in PM Bridge yet (such as carryover, new BA, planned uncosted, B&R codes), is the plan for FY26 lab planning to work off a parallel Word Doc version of AOPs outside of PM Bridge that do have those details? Q. Is there some way to have such documents associated with PM Bridge entries?
A. While detailed financial data will be added in the future, Lab Planning does currently allow users to document the FY26 Planned Budget, which can be used for negotiations between the Tech Office and Lab.
Q. Will Financial Data in PM Bridge capture encumbered balances/commitments that a single lab project makes to subcontractors and recognize as “costed” – even if there hasn’t been a drawdown as recognized by CPS?
A. Yes, this is a future item that is planned to be included.
Q. Can the lab "report" process enable us to request quarterly project reports from the labs? If so, what kind of information can we require or expect in such a report?
A. The current Reporting Requirements functionality is the same as the original AOP SharePoint functionality. These reporting requirements have typically been managed by each office. There is a future effort to determine how to best collect reports from Lab users in PM Bridge in a more standardized manner.
Q. What is the purpose of the Report Requirement page? Is this how we are indicating QPR reporting?
A. The reporting requirement page is the same page that was available in the AOP SharePoint tool. This page allows the ability to identify any required reporting throughout the life of the project.
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