Create a CFDA Subprogram


Concept

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


Steps:

  1. The subprogram established in G5 is the base record for the program each fiscal year.

    Step 1
  2. Click the Subprogram menu to begin the process of creating a CFDA subprogram.

    Step 2
  3. Click the Create button to create the new subprogram.

    Step 3
  4. It 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 4
  5. Click the CFDA button to choose the CFDA for the new subprogram.

    Step 5
  6. Click the Select button to mark CFDA Number 003.

    Step 6
  7. Click the Vertical scrollbar to scroll down.

    Step 7
  8. Click the Continue > button to move to the Create Subprogram tab.

    Step 8
  9. Enter the correct information into the Subprogram ID field.

     

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

    Step 9
  10. Click the button to the right of the Award Type field to display the list of award types.

    Step 10
  11. Select the Discretionary list item.

    Step 11
  12. Select the appropriate Subprogram Action Type from the check boxes shown.

     

    For this example, click the New option.

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

    Step 13
  14. Enter the correct information into the Subprogram Title field.

     

    For this example, enter a valid value e.g. "Training for No Child Left Behind".

    Step 14
  15. Enter the correct information into the Subprogram Purpose field.

     

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

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

    Step 16
  17. Click the button to the right of the Sub-Award Type field to display the list of sub-award types.

    Step 17
  18. Click the Training list item.

    Step 18
  19. Make 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 19
  20. Click the Field Reader list item.

    Step 20
  21. Make 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 21
  22. Make 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 22
  23. Enter the correct information into the Performance Period (months) field.

     

    For this example, enter a valid value e.g. "48".

    Step 23
  24. Enter the correct information into the Number of Budget Periods field.

     

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

    Step 24
  25. Note:  The Liquidation Period and Suspension Period default to 3 and 6 months, respectively.  They may be changed as needed.

    Step 25
  26. Also NoteYou may save the  CFDA subprogram as a draft at any point along the process.

    Step 26
  27. Click the Continue > button to move the Program Office tab.

    Step 27
  28. Click the Edit button to edit the Primary Program Office information.

    Step 28
  29. NoteThe Program Office defaults to the Program Office which is associated with the user.

    Step 29
  30. Click the button to the right of the Program Office Division field to display the list of program office divisions.

    Step 30
  31. Select the appropriate Program Office Division from the drop-down list.

     

    In this example, select EZZ.

    Step 31
  32. The 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 32
  33. Click the Select button to mark Ed Lincoln.

    Step 33
  34. Click the Continue > button to return to the main Program Office tab.

    Step 34
  35. Click the Continue > button to move to the Reporting tab.

    Step 35
  36. Click the button to the right of the Performance Reports field to display the list of performance reports.

    Step 36
  37. Select the appropriate Performance Report type from the drop-down list.

     

    In this example, select Annual.

    Step 37
  38. NoteThe Final Performance Report is checked automatically since the subprogram is discretionary.

    Step 38
  39. Select a Program Financial Reports option as needed.  This field is optional.

     

    For this example, select the Annual option.

    Step 39
  40. Click the Continue button to view the Cost tab.

    Step 40
  41. Click in the Payment Method field to specify the payment method.

    Step 41
  42. Select the appropriate Payment Method type from the drop-down list.

     

    In this example, select Draw Down.

    Step 42
  43. Click the Continue button to view the Law tab.

    Step 43
  44. Enter the correct information into the Law Name field.

     

    For this example, enter a valid value e.g. "Higher Ed Act of 1965".

    Step 44
  45. The remaining fields on the Law tab have been completed with sample data as shown.

    Step 45
  46. Click the Vertical scrollbar to scroll down.

    Step 46
  47. Click the Continue button to view the Summary tab.

    Step 47
  48. NoteIf 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 48
  49. Click the Vertical scrollbar to scroll down.

    Step 49
  50. Click the Vertical scrollbar again to continue scrolling down and review the information you have entered.

    Step 50
  51. Click the Submit button to submit and save your data.

    Step 51
  52. The system displays a message indicating that the subprogram was successfully created.

     

    Click the Vertical scrollbar to scroll down.

    Step 52
  53. NoteIf you need to enter additional subprograms, you can click the Done button and return to the search screen to repeat the process.

    Step 53
  54. Click the Go To Home button to return to the My Home Page screen.

    Step 54

Congratulations!

 

You have successfully created a CFDA subprogram.