Date Published: February 2015
Obligating funds to an Activity means to commit funds to an Activity in accordance with programmatic requirements for a grant appropriation. Once obligated, funds are then available for drawdown, that is, disbursement of the funds. The Obligated amount must be less than or equal to the Total Budget Amount designated for the Activity.
A Grantee user must have either a Draw Request or Draw Approve role in DRGR to Obligate funds. With one of these roles, Obligating funds is performed by using the Search/Edit Obligation link in the Drawdown module. Users should ensure they select the appropriate Grant in the search criteria and then may also enter an Activity Number and/or Responsible Organization.
Search criteria results are shown below. Users can sort results by click the desired column heading and should use the Maintain link to select an Activity for Obligation.
The selected activity appears on the “Add-Edit Obligation Line Item” page.
Information about the selected Activity (Grant #, Grantee Activity #, Responsible Organization, Activity Type, and Activity Title) appears at the top of the page. Below the activity information, the following grant budget information appears:
Users should enter the total amount to be Obligated in the Obligation Amount field and click Save Amount.
If an amount has already been obligated, that amount will appear in the field. You can increase or decrease the obligation amount by entering a new value in the Obligation Amount field (this is not cumulative; entering data will overwrite previously entered amounts). For example, if the amount displayed in Obligation Amount is $1000.00, and you enter $400.00, Total Amount Obligated will be decreased to $400.00.
The Obligation Amount must meet the following criteria: