Create a Grant Schedule


Concept

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


Steps:

  1. Click the Grant Schedules menu item to begin the process of creating a grant schedule.

    Step 1

  2. Note:  You must first search for the grant schedule you want to create to verify that it does not already exist in the system.

    Step 2

  3. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2014".

    Step 3

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

     

    For this example, enter a valid value e.g. "420".

    Step 4

  5. Enter the search information into the SubProgram ID field.

     

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

    Step 5

  6. Click the Search button to search for the grant schedule.

    Step 6

  7. The system displays a message confirming that the grant schedule does not exist.

     

    Click the Create button to create the new grant schedule and move to the Subprogram Search tab.

    Step 7

  8. Enter the appropriate search criteria to retrieve the subprogram.

     

    In this example, enter "2014" in the Fiscal Year field.

    Step 8

  9. Click the Search button to search for subprograms which meet the criteria.

    Step 9

  10. Click the Vertical scrollbar to scroll down and view the results.

    Step 10

  11. Click the Select button to mark CFDA/Subprogram 84.420D.

    Step 11

  12. Click the Continue > button to move to the General tab.

    Step 12

  13. Enter the correct information into the Schedule Title field.

     

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

    Step 13

  14. Click the button to the right of the Action Type field to display the list of action types.

    Step 14

  15. Select the New Competition list item.

    Step 15

  16. Click the vertical scrollbar to scroll down.

    Step 16

  17. Click the Continue button to move to the Estimates tab.

    Step 17

  18. Click the vertical scrollbar to scroll down and view all the fields.

    Step 18

  19. Click the button to the right of the Review Tier field to display the list of tier choices.

    Step 19

  20. Select the Single Tier list item for this example.

    Step 20

  21. Enter the correct information into the Original Planned Number of Applications field.

     

    For this example, enter a valid value e.g. "80".

    Step 21

  22. Enter the correct information into the Original Planned Number of Awards field.

     

    For this example, enter a valid value e.g. "45".

    Step 22

  23. Click the Continue button to move to the ACCS tab.

    Step 23

  24. Click the vertical scrollbar to scroll down and view all the fields.

    Step 24

  25. Note:  For Pell grants, the ACCS information will be entered at the subprogram level and will default in the grant schedule.  For all other grants, the ACCS information will be entered at the grant schedule level.

    Step 25

  26. Enter the correct information into the Fund Code field.

     

    For this example, enter a valid value e.g. "1000A2014".

    Step 26

  27. Note:  A sample ACCS string has been completed as shown.

    Step 27

  28. Click the Add button to add the ACCS to the grant schedule you are creating.

    Step 28

  29. Enter the correct information into the Original Planned Amount field.

     

    For this example, enter a valid value e.g. "150000.00".

    Step 29

  30. Click the vertical scrollbar to scroll down.

    Step 30

  31. Click the Continue button to move to the Team tab.

    Step 31

  32. Click the button to the right of the Grant Team field to display the list of grant teams.

    Step 32

  33. Select the appropriate grant team from the list.

     

    In this example, select EZ | Training Grant Team.

    Step 33

  34. Click the Show Team Members button to display the list of members for the team you selected.

    Step 34

  35. Click the vertical scrollbar to scroll down and review the team members.

    Step 35

  36. Click the Continue button to move to the Contacts field.

    Step 36

  37. Click the Add button to add a Primary Contact.

    Step 37

  38. The list of available contacts displays.

     

    Click the Select button to mark Morgan Richards.

    Step 38

  39. Click the vertical scrollbar to scroll down.

    Step 39

  40. Click the Continue button to return to the main Contacts tab.

    Step 40

  41. Click the vertical scrollbar to scroll down.

    Step 41

  42. Click the Continue button to move to the Activities tab.

    Step 42

  43. Click the button to the right of the Schedule Templates field to display the list of schedule templates.

    Step 43

  44. Select the New Competitions, No Rule Making & Use the Generic Application Package list item.

    Step 44

  45. Click the Apply Template button to apply the template to the schedule.

    Step 45

  46. Click the vertical scrollbar to scroll down and view the activity fields.

    Step 46

  47. Enter the correct information into the Develop CDN Original End field.

     

    For this example, enter a valid value e.g. "01/03/2013".

    Step 47

  48. Press the Tab key on your keyboard.

    Step 48

  49. Note:  The Duration calculates automatically when you tab out of the End (date) field.

    Step 49

  50. Enter the correct information into the CDN to Division of Regulatory Services Original Duration field.

     

    For this example, enter a valid value e.g. "69".

    Step 50

  51. Press the Tab key on your keyboard.

    Step 51

  52. Note:  The End (date) also calculates automatically when you tab out of the Duration field.

    Step 52

  53. Note:  The remaining activity fields have been completed with sample data as shown.

    Step 53

  54. This is the next set of sample activities.

    Step 54

  55. Click the Continue > button to move to the Summary tab.

    Step 55

  56. Click the vertical scrollbar to scroll down.

    Step 56

  57. Checking the Automatic Issue Creation boxes will generate grant issues for the awards on this schedule when certain criteria are met.

     

    In this example, check the 2 or more key personnel changes option.

    Step 57

  58. Click the Vertical scrollbar to scroll down.

    Step 58

  59. Click the Add Objective button to add a project objective.

    Step 59

  60. Click the vertical scrollbar to scroll down.

    Step 60

  61. Enter the information into the Objective Title field.

     

    In this example, enter "Increase graduation rate".

    Step 61

  62. Enter the desired information into the Performance Measure field.

     

    In this example, enter "Graduate 100 students".

    Step 62

  63. Click the Measure Type field to display the list of measure types.

    Step 63

  64. Select a measure type from the dropdown list.

     

    In this example, select Project.

    Step 64

  65. Enter a target in each of the available fields: Raw Number, Ratio, or Percentage (%).

     

    In this example, enter "100" in the Raw field.

    Step 65

  66. Click the Continue button to move to the Summary tab.

    Step 66

  67. Note:  If you need to change any information, you can click on the appropriate tab to return to that section of the grant schedule to modify it.

    Step 67

  68. Click the Vertical scrollbar to scroll down and review the information you have entered.

    Step 68

  69. Click the Submit button to submit the information to the system and move to the Confirmation tab.

    Step 69

  70. The system displays a message indicating that the new grant schedule has been created successfully.

     

    Click the Vertical scrollbar to scroll down to the bottom of the screen.

    Step 70

  71. Note:  If you want to enter additional schedules, you can click the Done button and return to the search screen to repeat the process.

    Step 71

  72. Click the Go To Home button to return to the My Home Page screen.

    Step 72

Congratulations!

 

You have successfully created a grant schedule.

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