Create an Application Package for Fellowship or REAP


Concept

In this topic, you will learn how to create a new application package.


Steps:

  1. Click the Package Maintenance menu item to begin the process of creating a new application package.

    Step 1
  2. Click the Create button to create a new application package.

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

     

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

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

     

    For this example, enter a valid value e.g. "84.066W".

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

     

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

    Step 5
  6. Enter the title for the package into the Package Title field.

     

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

    Step 6
  7. Click the Show Calendar button for the Closing Date field.

    Step 7
  8. For this example, the calendar has been set to December 2010.

    Step 8
  9. Click the 30 calendar cell to set the closing date as December 30, 2010.

    Step 9
  10. Click the Vertical scrollbar to scroll down to the Contact Information.

    Step 10
  11. Enter the information into the First Name field of the Contact Information.

     

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

    Step 11
  12. Enter the information into the Last Name field of the Contact Information.

     

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

    Step 12
  13. Enter the information into the Phone field of the Contact Information.

     

    For this example, enter a valid value e.g. "202-555-5555".

    Step 13
  14. Enter the information into the E-MAIL field of the Contact Information.

     

    For this example, enter a valid value e.g. "ed.coolidge@ed.gov".

    Step 14
  15. Click the Browse… button in the Dear Colleague Letter section to display the files available in your file directory.

    Step 15
  16. Select the Colleague Letter list item.

    Step 16
  17. Click the Open button to display the document you selected in the Document field.

    Step 17
  18. Click the Upload button to upload the Dear Colleague Letter to the package.

    Step 18
  19. Click the Vertical scrollbar to scroll down.

    Step 19
  20. Click the Continue > button to move to the Forms tab.

    Step 20
  21. Click the Vertical scrollbar to scroll down and view the available forms.

    Step 21
  22. You may add the forms which are needed to the package by selecting the respective check boxes.

    Step 22
  23. Click the Select button to mark the Application for Federal Assistance (SF-424) form.

    Step 23
  24. Note:  Each form which will be included in the package has been checked.

    Step 24
  25. Click the Add button to add the forms you selected to the package.

    Step 25
  26. Click the Vertical scrollbar to scroll down.

    Step 26
  27. The system displays the forms which were added in the Selected Forms section.

     

    Click the Required to Complete option for the first form to indicate that it is required for the applicants to complete.

    Step 27
  28. Check each of the forms which is required.  For this example, all the forms have been checked.

    Step 28
  29. This is an example of the forms which will be selected for a Fellowship.

    Step 29
  30. Click the Continue > button to move to the Narratives tab.

    Step 30
  31. Enter the information into the Heading field of the Project Narratives section.

     

    For this example, enter a valid value e.g. "Training Project Narrative".

    Step 31
  32. Enter the information into the Max # of Attachments field of the Project Narratives section.

     

    For this example, enter a valid value e.g. "5".

    Step 32
  33. Enter the information into the Max Size field of the Project Narratives section.

     

    For this example, enter a valid value e.g. "8".

    Step 33
  34. Enter the information into the Page Limit field of the Project Narratives section.

     

    For this example, enter a valid value e.g. "20".

    Step 34
  35. Click the Add button to add the project narrative to the package.

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

    Step 36
  37. The narrative you added is displayed at the bottom of the Project Narratives section.

     

    Enter the information into the Heading field of the Budget Narratives section.

     

    For this example, enter a valid value e.g. "Training Budget Narrative".

    Step 37
  38. Enter the information into the Max # of Attachments field of the Budget Narratives section.

     

    For this example, enter a valid value e.g. "3".

    Step 38
  39. Enter the information into the Max Size field of the Budget Narratives section.

     

    For this example, enter a valid value e.g. "8".

    Step 39
  40. Enter the information into the Page Limit field of the Budget Narratives section.

     

    For this example, enter a valid value e.g. "5".

    Step 40
  41. Click the Add button to add the Budget Narrative to the package.

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

    Step 42
  43. The narrative you added is displayed at the bottom of the Budget Narratives section.

     

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

    Step 43
  44. Click the Vertical scrollbar to scroll down.

    Step 44
  45. You may enter the order in which the forms will be displayed in the package.

    Step 45
  46. Enter the information into the Display Order field for the SF-424.

     

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

    Step 46
  47. Enter the order in which the rest of the forms will be displayed in the package.  For this example, the order has been completed.

    Step 47
  48. Click the Continue > button to move to the Instructions tab.

    Step 48
  49. Enter the title of the instructions document into the Document Title field.

     

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

    Step 49
  50. Click the Browse… button for the Document field to display your directory of files.

    Step 50
  51. Select the Instructions list item.

    Step 51
  52. Click the Open button to display the file you selected in the Document field.

    Step 52
  53. Click the Upload button to upload the document to the package.

    Step 53
  54. The system displays a message indicating that the file was successfully uploaded.

     

    Click the Vertical scrollbar to scroll down.

    Step 54
  55. Click the Continue > button to move to the Summary tab.

    Step 55
  56. Click the Vertical scrollbar to scroll down and review the Contact and Forms information.

    Step 56
  57. Click the Vertical scrollbar again to scroll down to the narratives.

    Step 57
  58. Click the Submit button to submit and save your work.

    Step 58
  59. The system displays a message indicating that the package has been successfully created.

     

    Click the Vertical scrollbar to scroll down.

    Step 59
  60. Note:  If you would like to create additional packages, you may click Done and return to the search screen to repeat the process.

    Step 60
  61. Click the Go To Home button to return to the My Home Page screen.

    Step 61

Congratulations!

 

You have successfully created a new application package.