Rollover a Grant Schedule


Concept

In this topic, you will learn how to rollover a grant schedule in G5.


Steps:

  1. Click the Grant Schedules menu item to begin the rollover process.

    Step 1
  2. NoteWhen 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 2
  3. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 3
  4. Enter the search information into the CFDA Number field. 

     

    For this example, enter a valid value e.g. "003".

    Step 4
  5. Click the Search button to execute the search for CFDA 003.

    Step 5
  6. The system displays the search results.

     

    Click the Vertical button of the scrollbar to scroll down and view the results.

    Step 6
  7. Click the Select option next to CFDA/Subprogram 84.003J, Schedule Number 4 to mark it.

    Step 7
  8. Click the Rollover button to move to the Destination Fiscal Year tab.

    Step 8
  9. Enter the correct information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2010".

    Step 9
  10. Click the Continue > button to move to the General screen.

    Step 10
  11. Enter the updated information into the Schedule Title field.

     

    For this example, enter a valid value e.g. "B 2010".

    Step 11
  12. Since 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 12
  13. Enter the desired information into the Cost Sharing Method Required % field.

     

    For this example, enter a valid value e.g. "10".

    Step 13
  14. Enter the desired information into the Original Planned Number of Applications field.

     

    For this example, enter a valid value e.g. "20".

    Step 14
  15. Enter the desired information into the Original Planned Number of Awards field. 

     

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

    Step 15
  16. Click the Vertical button of the scrollbar to scroll down.

    Step 16
  17. Click the Continue > button to move to the ACCS screen.

    Step 17
  18. Click the Select option next to the first accounting string to mark it.

    Step 18
  19. Click the Vertical button of the scrollbar to scroll down.

    Step 19
  20. Note:  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 20
  21. Click the Continue > button to move to the Team tab.

    Step 21
  22. Note:  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 22
  23. Click the Continue > button to move to the Contacts tab.

    Step 23
  24. Note:  The system displays the Primary Schedule Contact associated with the existing schedule.

     

    Click the Select button to mark the contact which displays.

    Step 24
  25. NoteYou may complete any of the other contact information as needed.  They are not required fields.

    Step 25
  26. Click the Vertical button of the scrollbar to scroll down.

    Step 26
  27. Click the Continue > button to move to the Activities screen.

    Step 27
  28. Click the button to the right of the Schedule Templates field to display the list of schedule templates.

    Step 28
  29. Select the New Formula item from the list.

    Step 29
  30. Click the Copy Activity button to copy the activity information from the existing schedule.

    Step 30
  31. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 31
  32. Enter the search information into the CFDA Number field.

     

    For this example, enter a valid value e.g. "003".

    Step 32
  33. Enter the search information into the Subprogram ID field.

     

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

    Step 33
  34. Enter the search information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "4".

    Step 34
  35. Click the Search button to search for the schedule.

    Step 35
  36. Click the Select option to mark the schedule information which displays.

    Step 36
  37. Click the Continue > button to return to the main Activities tab.

    Step 37
  38. Click the Vertical button of the scrollbar to scroll down and view the activity information which was copied.

    Step 38
  39. NoteYou 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 39
  40. Click the Continue > button to move to the Summary screen.

    Step 40
  41. Click the Vertical button of the scrollbar to scroll down and view the summary information.

    Step 41
  42. After reviewing the information, click the Rollover Grant Schedule button to commit the rollover.

    Step 42
  43. The system displays a message indicating that the new grant schedule has been created.

     

    Click the Vertical button of the scrollbar to scroll down.

    Step 43
  44. Click the Done button to acknowledge that the new schedule has been created.

    Step 44
  45. NoteIf you would like to rollover additional grant schedules, you can repeat the process.

    Step 45
  46. Click the Home menu item to return to the My Home Page screen.

    Step 46

Congratulations!!

 

You have successfully rolled over a grant schedule.