Contents
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Completing the New Agreement (Grant)
Once you have accessed the Create New Agreement page (AG0001) using the methods in the previous sections, complete the information as described in the following sections.
Agreement Type
This information has been carried forward from the entered grant application.
Begin Date
Enter the beginning date for the agreement.
End Date
Enter the ending date for the agreement.
Terms
Select the value for the terms by using the down arrow (
) next to the field.
Cost Reimbursable
Fixed Sum Bi-Weekly Payment
Fixed Sum Monthly Payment
Fixed Quarterly Payment
Fixed Sum Semi-Annual Payment
Single Payment
Unit Cost
Unit Cost
If the selection for Terms is Unit Cost, enter the value in this field by using the format $$$$$.¢¢.
Agreement Amount
If the selection for Terms is not Unit Cost, enter the amount of the agreement in this field by using the format $$$$$.¢¢.
Description
Enter a description for the grant in this field. This information will be used on the agreement letter, so be aware of spelling and punctuation as you make this entry.
Agreement Status
Select the value for the status by using the down arrow () next to the field.
Active
Inactive
Pending
Terminated
Review Date
The date entered for the review decision function is displayed in this field.
Grant Information
The information in this area has been carried forward from the entered grant application.
Funding Information
Complete the following information about the funding of the grant.
Vision Dept ID
The Vision Dept. IDs are used in the Vision extract. Select the value for the agreement by using the down arrow () next to the field.
Vision Fund Code
The Vision Fund Code indicates the source of the funds, i.e. State General Fund or Federal funds. Select the value for the agreement by using the down arrow () next to the field.
Vision Program Code
The Vision Program Code identifies a more definitive source of the funds than indicated by the Vision Fund Code, i.e. IV-E, IV-B. Select the value for the agreement by using the down arrow () next to the field.
Vision Account Code
The Vision Account Code indicates the nature of the purpose of the funds, i.e. quality, family support, community grants. Select the value for the agreement by using the down arrow () next to the field.
More:
Saving the Grant Agreement
Canceling the Grant Agreement