In this topic, you will learn how to rollover a grant schedule in G5.
Steps:
Click the Grant Schedules menu item to begin the rollover process.
Step 1Note: When you are searching for the grant schedule, you can use any field or a combination of the fields. The Fiscal Year field is required.
For this example, we will use the Fiscal Year and CFDA Number fields. Thus, we will see all the grant schedules associated with that CFDA Number.
Step 2Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 3Enter the search information into the CFDA Number field.
For this example, enter a valid value e.g. "003".
Step 4Click the Search button to execute the search for CFDA 003.
Step 5The system displays the search results.
Click the Vertical button of the scrollbar to scroll down and view the results.
Step 6Click the Select option next to CFDA/Subprogram 84.003J, Schedule Number 4 to mark it.
Step 7Click the Rollover button to move to the Destination Fiscal Year tab.
Step 8Enter the correct information into the Fiscal Year field.
For this example, enter a valid value e.g. "2010".
Step 9Click the Continue > button to move to the General screen.
Step 10Enter the updated information into the Schedule Title field.
For this example, enter a valid value e.g. "B 2010".
Step 11Since the grant schedule is being rolled over, the Action Type defaults to New Competition.
Click the Continue > button to move to the Estimates screen.
Step 12Enter the desired information into the Cost Sharing Method Required % field.
For this example, enter a valid value e.g. "10".
Step 13Enter the desired information into the Original Planned Number of Applications field.
For this example, enter a valid value e.g. "20".
Step 14Enter the desired information into the Original Planned Number of Awards field.
For this example, enter a valid value e.g. "5".
Step 15Click the Vertical button of the scrollbar to scroll down.
Step 16Click the Continue > button to move to the ACCS screen.
Step 17Click the Select option next to the first accounting string to mark it.
Step 18Click the Vertical button of the scrollbar to scroll down.
Step 19Note: For our example, we are using a dummy accounting string. You will need to update the fiscal year in the accounting string to match the correct fiscal year and ensure that it is enabled in FMSS.
You may create a new accounting string if it is needed. Again, you will need to ensure that the accounting string is enabled in FMSS.
Step 20Click the Continue > button to move to the Team tab.
Step 21Note: The system displays the Grant Team Name associated with the schedule you are rolling over to the new year.
Click the Select option to mark the grant Team Name which has displayed.
Step 22Click the Continue > button to move to the Contacts tab.
Step 23Note: The system displays the Primary Schedule Contact associated with the existing schedule.
Click the Select button to mark the contact which displays.
Step 24Note: You may complete any of the other contact information as needed. They are not required fields.
Step 25Click the Vertical button of the scrollbar to scroll down.
Step 26Click the Continue > button to move to the Activities screen.
Step 27Click the button to the right of the Schedule Templates field to display the list of schedule templates.
Step 28Select the New Formula item from the list.
Step 29Click the Copy Activity button to copy the activity information from the existing schedule.
Step 30Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 31Enter the search information into the CFDA Number field.
For this example, enter a valid value e.g. "003".
Step 32Enter the search information into the Subprogram ID field.
For this example, enter a valid value e.g. "J".
Step 33Enter the search information into the Schedule No. field.
For this example, enter a valid value e.g. "4".
Step 34Click the Search button to search for the schedule.
Step 35Click the Select option to mark the schedule information which displays.
Step 36Click the Continue > button to return to the main Activities tab.
Step 37Click the Vertical button of the scrollbar to scroll down and view the activity information which was copied.
Step 38Note: You will need to update the start and end dates for each activity.
The dates for our example have been updated to reflect the correct year.
Step 39Click the Continue > button to move to the Summary screen.
Step 40Click the Vertical button of the scrollbar to scroll down and view the summary information.
Step 41After reviewing the information, click the Rollover Grant Schedule button to commit the rollover.
Step 42The system displays a message indicating that the new grant schedule has been created.
Click the Vertical button of the scrollbar to scroll down.
Step 43Click the Done button to acknowledge that the new schedule has been created.
Step 44Note: If you would like to rollover additional grant schedules, you can repeat the process.
Step 45Click the Home menu item to return to the My Home Page screen.
Step 46Congratulations!!
You have successfully rolled over a grant schedule.