Purpose:  This procedure demonstrates how to add or modify a Department of Education (Ed) contact for a formula record in G5.  The formula record Ed program contact may be different than the formula allotment (or schedule) level Ed program contact.  This procedure focuses on updating a single record at a time.  For global updates to all formula records for a given schedule, refer to the topic Assign a Federal Contact. 

 

 

G5 Role:  Program Office Staff (as long as their office is associated with the CFDA Subprogram) 

 

 

Navigation Path:  Grant Setup > Formula Grants > Formula Record 

 

 

Prerequisites:  The prerequisites for this topic are: 

 

1. A grant schedule with a selected grant team exists in G5 for the formula allotment.

2. Formula records are in "Approved" status in G5. 

3. The funding status must be less than "Obligated."


Table of Contents  Back

Add or Modify an ED Program Contact for a Formula Record Concept Pane