Creating the Performance Report Package


Concept

In this topic, you will learn how to create a performance report package for your performance report milestone.


Steps:

  1. Hover over the Grant Maintenance menu and click the Package Maintenance menu item to begin the process of creating a performance report package.

    Step 1
  2. Click the Create button to create a new report package.

    Step 2
  3. Note: Enter the appropriate information on the General tab.

     

    The Fiscal Year, CFDA/Subprogram, and Schedule Number entered here must reflect the Fiscal Year on which the grantee is reporting and the associated Schedule Number for that Fiscal Year.

    Step 3
  4. For example, if your awards were first obligated in FY22 on Schedule Number 1 and you are building a report package for that period, you will enter Fiscal Year 2022 and Schedule Number 1 here.

     

    If those awards were rolled over to Schedule Number 2 for FY23 and you are building a report package for that period, you will enter Fiscal Year 2023 and Schedule Number 2 here.

    Step 4

  5. Enter the correct information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2011".

    Step 5
  6. Enter the correct information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.420A".

    Step 6
  7. Note: It is important that you build the report package on the same schedule as the milestone on the award. If this data is incorrect, it will not allow the grantee to view the Annual Performance Report when published.

     

    Enter the correct information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "1".

    Step 7
  8. Click in the Report Type field to select the report type.

    Step 8
  9. Select the appropriate report type from the list.

     

    In this example, click the Annual Performance list item.

    Step 9
  10. Enter the correct information into the Report Package Title field.

     

    For this example, enter a valid value e.g. "Pell Annual Performance Report".

    Step 10
  11. Click the Show Calendar icon to display the calendar for the Expected Due Date field.

    Step 11
  12. Click the Expected Due Date on the calendar. 

     

    In this example, click April 2.

    Step 12
  13. Click the Show Calendar icon to display the calendar for the OMB Expiration Date field.

    Step 13
  14. Click the OMB Expiration Date on the calendar. 

     

    In this example, click April 2.

    Step 14
  15. Note: Enter the report contact information in the appropriate fields.  This information will be displayed to the grantee.

     

    These fields have been completed for you in this example.

    Step 15

  16. Click the Continue button to move to the next tab.

    Step 16
  17. Use the Select checkboxes to select the forms you want to add to the report.

     

    In this example, click the Select checkbox for the 1852_6003_Grant Performance Report (ED 524B) Project Status Chart option.

    Step 17
  18. Note: All of the forms have been selected for you in this example.

    Step 18
  19. After selecting the forms, click the Add button to add the forms to the Selected Report Forms list.

    Step 19
  20. Note: The forms now appear on the Selected Report Forms list.  All forms that you want to be included in the report package must be on this list.

    Step 20
  21. The Section A form and Cover Sheet will automatically be required.

     

    Click the Required to Complete checkbox to mark the Section B & C form as required.

    Step 21
  22. Click the Continue button to move to the next tab.

    Step 22
  23. To create a project narrative form, enter the correct information into the Heading field.

     

    For this example, enter a valid value e.g. "Pell Students".

    Step 23
  24. Enter the correct information into the Max # of Attachments field.

     

    For this example, enter a valid value e.g. "2".

    Step 24
  25. Enter the correct information into the Max Size(MB) field.

     

    For this example, enter a valid value e.g. "5".

    Step 25
  26. Enter the correct information into the Page Limit field.

     

    For this example, enter a valid value e.g. "3".

    Step 26
  27. Click the Add Narrative button.

    Step 27
  28. Note: If you want to create additional narrative forms, click the Add button.

    Step 28
  29. Click the Continue button to move to the next tab.

    Step 29
  30. Use the Display Order fields to determine the order in which forms appear on the published report package.

     

    In this example, enter "1" in the Display Order field for the Grant Performance Report Cover Sheet.

    Step 30
  31. Note: The Display Order fields have been completed for you in this example.

    Step 31

  32. Click the Continue button to move to the next tab.

    Step 32
  33. Click the Add button to add a Project Objective.

    Step 33
  34. Enter the project objective in the text field then click the Add Objective button.

    Step 34
  35. Enter the correct information into the Display Order field.

     

    For this example, enter a valid value e.g. "1".

    Step 35
  36. Click the Continue button to move to the next tab.

    Step 36
  37. Click the Vertical scrollbar to scroll down the page.

    Step 37
  38. Note: The Alerts/Warning Messages fields will be prepopulated.

    Step 38
  39. Click the Notify Authorizing representative of Critical Date Alerts option.

    Step 39
  40. Click the Continue button to move to the next tab.

    Step 40
  41. Enter the title of the instructions document in the Document Title field.

     

    For this example, enter a valid value e.g. "APR".

    Step 41
  42. Click the Upload button to upload the instruction document then click the Add button to add the instruction document to the report package.

    Step 42
  43. Click the Continue button to move to the next tab.

    Step 43
  44. Click the Vertical scrollbar to scroll down the page.

    Step 44
  45. Click the Submit button to submit the report package.

    Step 45
  46. A confirmation message will appear indicating that the report package has been created.

     

    Click the Vertical scrollbar to scroll down.

    Step 46
  47. Click the Go To Home button to return to the My Home Page screen.

    Step 47

Congratulations!

 

You have successfully created a performance report package.