Create a Performance Report Package


Concept

In this topic, you will learn how to create a performance report package.


Steps:

  1. Click the Package Maintenance menu item to begin the process of creating a performance report package.

    Step 1
  2. The Maintain Performance Report Package screen displays.

     

    Click the Create button to create a new performance report package.

    Step 2
  3. Enter the information into the Fiscal Year field.

     

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

    Step 3
  4. Enter the information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.407W".

    Step 4
  5. Enter the information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "1".

    Step 5
  6. Click the button to the right of the Report Type field to display the list of report types.

    Step 6
  7. Select the Annual Performance list item.

    Step 7
  8. Enter the information into the Report Package Title field.

     

    For this example, enter a valid value e.g. "Performance Year 1".

    Step 8
  9. Click the Vertical scrollbar to scroll down.

    Step 9
  10. Click the Show Calendar button for the Closing Date field to display the calendar for the field.

    Step 10
  11. Click the September 30, 2010 cell to enter the Closing Date.

    Step 11
  12. Enter the information into the OMB Control No. field.

     

    For this example, enter a valid value e.g. "1966-0001".

    Step 12
  13. Note:  You must enter the OMB Expiration Date or check the box to indicate that it is still pending.

    Step 13
  14. Click the OMB Expiration Date Pending Approval option for this example.

    Step 14
  15. Click the Vertical scrollbar to scroll down.

    Step 15
  16. Enter the information into the Contact Information First Name field.

     

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

    Step 16
  17. Note:  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 17
  18. Click the Continue > button to continue to the Forms tab.

    Step 18
  19. Click the Select button to mark the Grant Performance Report Cover Sheet.

    Step 19
  20. Click the Add button to add the cover sheet to the package.

    Step 20
  21. Note:  You may repeat the steps for each form you would like to add to the package.

    Step 21
  22. Click the Vertical scrollbar to scroll down.

    Step 22
  23. The forms you added are now listed in the Selected Report Forms section and the system automatically marks them as being required.

    Step 23
  24. Click the Continue > button to continue to the Narratives tab.

    Step 24
  25. NoteThe 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 25
  26. Enter the information into the Project Narratives Heading field.

     

    For this example, enter a valid value e.g. "Performance Year 1".

    Step 26
  27. Enter the information into the Max # of Attachments field.

     

    For this example, enter a valid value e.g. "2".

    Step 27
  28. Enter the information into the Max Size field.

     

    For this example, enter a valid value e.g. "6".

    Step 28
  29. Enter the information into the Page Limit field.

     

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

    Step 29
  30. Click the Add button to add the information to the Narratives List.

    Step 30
  31. Click the Vertical scrollbar to scroll down.

    Step 31
  32. The Narrative you just created ha been added to the Narratives List.

     

    Click the Continue > button to continue to the Form Order tab.

    Step 32
  33. Enter the information into the Display Order field for Form 2390_6001.

     

    For this example, enter "1".

    Step 33
  34. The other Display Order field has been completed for this example.

    Step 34
  35. Click the Vertical scrollbar to scroll down.

    Step 35
  36. Click the Continue > button to continue to the Indicators tab.

    Step 36
  37. Note:  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 37
  38. Enter the information into the Project Objective field.

     

    For this example, enter a valid value e.g. "Increase Reading Scores K-6".

    Step 38
  39. Click the Add button to add the objective to the package.

    Step 39
  40. Enter the information into the Project Objective field.

     

    For this example, enter a valid value e.g. "Increase Math Scores K-6".

    Step 40
  41. Click 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 41
  42. Click the Vertical scrollbar to scroll down.

    Step 42
  43. Note:  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 43
  44. Enter 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 44
  45. Click the Select button to mark the first objective listed.

    Step 45
  46. Click the Configure Performance Indicators button to enter performance indicators for the first objective.

    Step 46
  47. Enter 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 47
  48. Click the button to the right of the Measure Type field to display the list of measure types.

    Step 48
  49. Select the PRGM list item.

    Step 49
  50. Enter the information into the Quantitative Data Ratio Denominator field.

     

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

    Step 50
  51. Click the Add button to add the indicator to the package.

    Step 51
  52. Click the Vertical scrollbar to scroll down.

    Step 52
  53. Click the Continue > button to continue and return to the main Indicators tab.

    Step 53
  54. Click the Vertical scrollbar to scroll down.

    Step 54
  55. Note:  You may repeat the steps to configure the performance indicators for each of the project objectives.

    Step 55
  56. Click the Continue > button to continue to the Alerts and Messages tab.

    Step 56
  57. Click the Vertical scrollbar.

    Step 57
  58. The standard alerts and messages display.

     

    Click the Notify Authorizing Representative of Critical Date Alerts option.

    Step 58
  59. Click the Continue > button to continue to the Instructions tab.

    Step 59
  60. Enter the correct document name into the Document Title field.

     

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

    Step 60
  61. Click the Upload button.

    Step 61
  62. The G5 File Upload box displays.

     

    Click the Browse… button to view the file directory for your computer.

    Step 62
  63. Select the Instructions list item for this example.

    Step 63
  64. Click the Open button to display the file you selected in the Browse field.

    Step 64
  65. Click the Perform Upload button to upload the file to G5.

    Step 65
  66. Click the Add button to add the file to the package.

    Step 66
  67. Click the Vertical scrollbar to scroll down.

    Step 67
  68. Note:  The file is now listed in the Instruction Documents List section.

    Step 68
  69. Click the Continue > button to continue to the Summary tab.

    Step 69
  70. Click the Vertical scrollbar to scroll down and review the information you entered.

    Step 70
  71. Click the Submit button to submit and save the package.

    Step 71
  72. The system displays a message indicating that the reports package was successfully created.

     

    Click the Vertical scrollbar to scroll down.

    Step 72
  73. Note:  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 73
  74. Click the Go To Home button to return to the My Home Page screen.

    Step 74

Congratulations!

 

You have successfully created a performance report package.