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Operational Advisory No. 34

Operational Advisory
Office of Operations
Bureau of State Accounting Operations
Advisory Name
Linking New Project Activity to an existing Federal Customer Contract
Date Issued
08/28/2023
Date Last Updated
08/28/2023

Guidance:

Starting on April 1, 2022, NYS agencies acquired the ability to create new activities using the “Project Guide” in the SFS. When adding a new activity that is related to a Federal Customer Contract (Grant), a two-step process is required every time one is created.

Once the activity is created, the agency must then link that project/activity combination to the corresponding Federal Customer Contract line using the Customer Contract section of the Project Guide to ensure accurate Federal billing in the SFS.

The following SFS Job Aids can assist with this two-step process:

Step 1 - Creating an activity: JAA-PPM101-041 Update Activity using the Project Guide

Step 2 - Link the activity to a contract line: JAA-PPM101-036 Adding an Activity to a Contract Line using the Project Guide

For more information about project activities see the Guide to Financial Operations, Chapter XIX, Section 2.C – Project Activities and Chapter XIX, Section 2.D – Update a Project using the Project Guide or reach out to [email protected].

 

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