In this topic, you will learn how to create a Subprogram in G5.
Steps:
The subprogram established in G5 is the base record for the program each fiscal year.
Step 1Click the Subprogram menu to begin the process of creating a CFDA subprogram.
Step 2Click the Create button to create the new subprogram.
Step 3It is important to enter information accurately because what you enter here impacts the obligated grants in the post award phase. For example, if you establish a performance period for 36 months, but a grantee requests a 6 month no-cost extension and you try to process it in G5 as an admin action, G5 will give you an error message. You will receive the error message because the performance period established in the Subprogram is for 36 months, not 42 months.
Step 4Click the CFDA button to choose the CFDA for the new subprogram.
Step 5Click the Select button to mark CFDA Number 003.
Step 6Click the Vertical scrollbar to scroll down.
Step 7Click the Continue > button to move to the Create Subprogram tab.
Step 8Enter the correct information into the Subprogram ID field.
For this example, enter a valid value e.g. "C".
Step 9Click the button to the right of the Award Type field to display the list of award types.
Step 10Select the Discretionary list item.
Step 11Select the appropriate Subprogram Action Type from the check boxes shown.
For this example, click the New option.
Step 12Click the Continue > button to move to the General tab.
Step 13Enter the correct information into the Subprogram Title field.
For this example, enter a valid value e.g. "Training for No Child Left Behind".
Step 14Enter the correct information into the Subprogram Purpose field.
For this example, enter a valid value e.g. "provide training".
Step 15Click the Vertical scrollbar to scroll down.
Step 16Click the button to the right of the Sub-Award Type field to display the list of sub-award types.
Step 17Click the Training list item.
Step 18Make sure you are selecting the correct review method. If you are not certain what please contact your program office lead.
Click the button to the right of the Review Method field to display the list of review methods.
Step 19Click the Field Reader list item.
Step 20Make sure you are selecting the correct Abstract type. If you are not certain what please contact your program office lead.
Click the button to the right of the Abstract Type field to display the list of abstract types.
Step 21Make sure you are selecting the correct Generic Abstract File Upload. If you are not certain please contact your program office lead.
Click the GENERIC list item.
Step 22Enter the correct information into the Performance Period (months) field.
For this example, enter a valid value e.g. "48".
Step 23Enter the correct information into the Number of Budget Periods field.
For this example, enter a valid value e.g. "4".
Step 24Note: The Liquidation Period and Suspension Period default to 3 and 6 months, respectively. They may be changed as needed.
Step 25Also Note: You may save the CFDA subprogram as a draft at any point along the process.
Step 26Click the Continue > button to move the Program Office tab.
Step 27Click the Edit button to edit the Primary Program Office information.
Step 28Note: The Program Office defaults to the Program Office which is associated with the user.
Step 29Click the button to the right of the Program Office Division field to display the list of program office divisions.
Step 30Select the appropriate Program Office Division from the drop-down list.
In this example, select EZZ.
Step 31The system displays the existing contacts which are associated with the Program Office and Division you selected.
Click the Vertical scrollbar to scroll down and review the list.
Step 32Click the Select button to mark Ed Lincoln.
Step 33Click the Continue > button to return to the main Program Office tab.
Step 34Click the Continue > button to move to the Reporting tab.
Step 35Click the button to the right of the Performance Reports field to display the list of performance reports.
Step 36Select the appropriate Performance Report type from the drop-down list.
In this example, select Annual.
Step 37Note: The Final Performance Report is checked automatically since the subprogram is discretionary.
Step 38Select a Program Financial Reports option as needed. This field is optional.
For this example, select the Annual option.
Step 39Click the Continue button to view the Cost tab.
Step 40Click in the Payment Method field to specify the payment method.
Step 41Select the appropriate Payment Method type from the drop-down list.
In this example, select Draw Down.
Step 42Click the Continue button to view the Law tab.
Step 43Enter the correct information into the Law Name field.
For this example, enter a valid value e.g. "Higher Ed Act of 1965".
Step 44The remaining fields on the Law tab have been completed with sample data as shown.
Step 45Click the Vertical scrollbar to scroll down.
Step 46Click the Continue button to view the Summary tab.
Step 47Note: If you need to change any information, you can click on the appropriate tab to return to that section of the subprogram to modify it.
Step 48Click the Vertical scrollbar to scroll down.
Step 49Click the Vertical scrollbar again to continue scrolling down and review the information you have entered.
Step 50Click the Submit button to submit and save your data.
Step 51The system displays a message indicating that the subprogram was successfully created.
Click the Vertical scrollbar to scroll down.
Step 52Note: If you need to enter additional subprograms, you can click the Done button and return to the search screen to repeat the process.
Step 53Click the Go To Home button to return to the My Home Page screen.
Step 54Congratulations!
You have successfully created a CFDA subprogram.