In this topic, you will learn how to create a performance report package.
Steps:
Click the Package Maintenance menu item to begin the process of creating a performance report package.
Step 1The Maintain Performance Report Package screen displays.
Click the Create button to create a new performance report package.
Step 2Enter the information into the Fiscal Year field.
For this example, enter a valid value e.g. "2010".
Step 3Enter the information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.407W".
Step 4Enter the information into the Schedule No. field.
For this example, enter a valid value e.g. "1".
Step 5Click the button to the right of the Report Type field to display the list of report types.
Step 6Select the Annual Performance list item.
Step 7Enter the information into the Report Package Title field.
For this example, enter a valid value e.g. "Performance Year 1".
Step 8Click the Vertical scrollbar to scroll down.
Step 9Click the Show Calendar button for the Closing Date field to display the calendar for the field.
Step 10Click the September 30, 2010 cell to enter the Closing Date.
Step 11Enter the information into the OMB Control No. field.
For this example, enter a valid value e.g. "1966-0001".
Step 12Note: You must enter the OMB Expiration Date or check the box to indicate that it is still pending.
Step 13Click the OMB Expiration Date Pending Approval option for this example.
Step 14Click the Vertical scrollbar to scroll down.
Step 15Enter the information into the Contact Information First Name field.
For this example, enter a valid value e.g. "Ed".
Step 16Note: The remaining fields for the Contact Information have been completed for this example.
Also Note: If you would like to attach a Dear Colleague Letter, you may upload the file from your computer's directory. Attaching the letter is not required, therefore no letter will be attached for this example.
Step 17Click the Continue > button to continue to the Forms tab.
Step 18Click the Select button to mark the Grant Performance Report Cover Sheet.
Step 19Click the Add button to add the cover sheet to the package.
Step 20Note: You may repeat the steps for each form you would like to add to the package.
Step 21Click the Vertical scrollbar to scroll down.
Step 22The forms you added are now listed in the Selected Report Forms section and the system automatically marks them as being required.
Step 23Click the Continue > button to continue to the Narratives tab.
Step 24Note: The information on the Narratives tab is optional. If your program office requires an attached report in addition to completing the standard forms, then you may set up the parameters for the attachment using the Narratives tab.
The following section shows how to complete the Narratives tab if an attachment is required by your program office.
Step 25Enter the information into the Project Narratives Heading field.
For this example, enter a valid value e.g. "Performance Year 1".
Step 26Enter the information into the Max # of Attachments field.
For this example, enter a valid value e.g. "2".
Step 27Enter the information into the Max Size field.
For this example, enter a valid value e.g. "6".
Step 28Enter the information into the Page Limit field.
For this example, enter a valid value e.g. "10".
Step 29Click the Add button to add the information to the Narratives List.
Step 30Click the Vertical scrollbar to scroll down.
Step 31The Narrative you just created ha been added to the Narratives List.
Click the Continue > button to continue to the Form Order tab.
Step 32Enter the information into the Display Order field for Form 2390_6001.
For this example, enter "1".
Step 33The other Display Order field has been completed for this example.
Step 34Click the Vertical scrollbar to scroll down.
Step 35Click the Continue > button to continue to the Indicators tab.
Step 36Note: The information on the Indicators tab is also optional. If your program office needs the grantees to report on specific GPRA or Program (PRGM) objectives, then you can add them to the report package using this section.
The following section shows how to complete the Indicators tab if this information is required by your program office.
Step 37Enter the information into the Project Objective field.
For this example, enter a valid value e.g. "Increase Reading Scores K-6".
Step 38Click the Add button to add the objective to the package.
Step 39Enter the information into the Project Objective field.
For this example, enter a valid value e.g. "Increase Math Scores K-6".
Step 40Click the Add button to again add the objective to the package. You may repeat these steps for each of the objectives you need to add.
Step 41Click the Vertical scrollbar to scroll down.
Step 42Note: The objectives have been added to the Project Objectives List.
Enter the desired information into the Display Order field for Increase Reading Scores K-6.
For this example, enter a valid value e.g. "1".
Step 43Enter the desired information into the Display Order field for Increase Math Scores K-6.
For this example, enter a valid value e.g. "2".
Step 44Click the Select button to mark the first objective listed.
Step 45Click the Configure Performance Indicators button to enter performance indicators for the first objective.
Step 46Enter the desired information into the Performance Measure field.
For this example, enter a valid value e.g. "Measure number of students who pass standard tests".
Step 47Click the button to the right of the Measure Type field to display the list of measure types.
Step 48Select the PRGM list item.
Step 49Enter the information into the Quantitative Data Ratio Denominator field.
For this example, enter a valid value e.g. "10".
Step 50Click the Add button to add the indicator to the package.
Step 51Click the Vertical scrollbar to scroll down.
Step 52Click the Continue > button to continue and return to the main Indicators tab.
Step 53Click the Vertical scrollbar to scroll down.
Step 54Note: You may repeat the steps to configure the performance indicators for each of the project objectives.
Step 55Click the Continue > button to continue to the Alerts and Messages tab.
Step 56Click the Vertical scrollbar.
Step 57The standard alerts and messages display.
Click the Notify Authorizing Representative of Critical Date Alerts option.
Step 58Click the Continue > button to continue to the Instructions tab.
Step 59Enter the correct document name into the Document Title field.
For this example, enter a valid value e.g. "Instructions".
Step 60Click the Upload button.
Step 61The G5 File Upload box displays.
Click the Browse… button to view the file directory for your computer.
Step 62Select the Instructions list item for this example.
Step 63Click the Open button to display the file you selected in the Browse field.
Step 64Click the Perform Upload button to upload the file to G5.
Step 65Click the Add button to add the file to the package.
Step 66Click the Vertical scrollbar to scroll down.
Step 67Note: The file is now listed in the Instruction Documents List section.
Step 68Click the Continue > button to continue to the Summary tab.
Step 69Click the Vertical scrollbar to scroll down and review the information you entered.
Step 70Click the Submit button to submit and save the package.
Step 71The system displays a message indicating that the reports package was successfully created.
Click the Vertical scrollbar to scroll down.
Step 72Note: If you would like to create additional performance report packages, you may click Done and return to the search screen to repeat the process.
Step 73Click the Go To Home button to return to the My Home Page screen.
Step 74Congratulations!
You have successfully created a performance report package.