Complete and Submit an Impact Aid 8002 Application


Concept

In this topic, you will learn how to complete and submit an Impact Aid 8002 application package.


Steps:

  1. Hover over the Grant Setup menu and click the Package Submission menu item to begin the process of completing and submitting an Impact Aid electronic application.

    Step 1
  2. The Application Packages tab displays.

     

    Click the Initiate New Application button to display the list of application packages which are available.

    Step 2
  3. The list of available application packages for the Department of Education displays.

     

    Click the Vertical scrollbar to scroll down and view the list of application packages and the action buttons at the bottom of the screen.

    Step 3
  4. Click the Select option to mark the Impact Aid FY 2013 Section 8002 Application Package.

    Step 4
  5. Click the Continue > button to continue.

    Step 5
  6. Note:  The system displays a message indicating that the package has been added to your list.  The package displays with a status of "Draft."

     

    Click the Select option to mark the Impact Aid application package.

    Step 6
  7. Click the Modify Application button to begin completing the application.

    Step 7
  8. The Package Information tab displays which includes the application forms, Department Contact's phone number and email address plus any instruction documents.

    Step 8
  9. Click the Vertical scrollbar to scroll down and view the forms.

    Step 9
  10. Note:  Any forms which are required to be completed will be noted as Required in parentheses.

     

    Also Note:  Before you begin to edit the forms, each one has the status of Blank.

    Step 10
  11. In Addition:  If you need to delegate user privileges to another user in order for that user to complete the forms for your application, you may click the User Privileges button and complete the screens to delegate authority to that user.  Refer to the topic entitled Delegate User Privileges for specific instructions.

    Step 11
  12. Note:  Two forms will be entered in detail for this example, the Impact Aid Cover Page and the Table 1 Worksheet.

     

    Click the Select button to mark the Cover Page.

    Step 12
  13. Also Note:  You may view the form before entering data by clicking the View Form button.

    Step 13
  14. Click the Edit Form button to begin entering data on the form you selected.

    Step 14
  15. The Cover Page form displays.  The required fields are marked with asterisks.

     

    Note:  The system automatically populates your applicant identification information based on the information you submitted in the previous fiscal year.

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

    Step 16
  17. Note:  This is a sample completed form.

     

    Also Note:  As you complete the information on the form, you may save your work periodically by clicking the Save button at the bottom of the screen.

    Step 17
  18. After you have completed all the required information, click the Form Complete option to indicate that the information you have entered is complete.

     

    Note:  You will need to mark each required form as complete in order to submit your package.  You may edit the forms as many times as you like before submitting the package.

    Step 18
  19. Click the Save & Return to Package button to save your work and return to the package information and forms list.

    Step 19
  20. The system displays a message indicating that the form has been saved, and the form's status updates to Complete.

     

    Click the Vertical scrollbar to scroll down.

    Step 20
  21. As you complete and save each form, the status for each updates.

    Step 21
  22. Click the Select option to mark the Table 1 Worksheet.

    Step 22
  23. Click the Edit Form button to begin entering data on the form you selected.

    Step 23
  24. The Table 1 Worksheet displays. Enter a title for your attachment into the Title : field.

     

    For this example, enter a valid value e.g. "Estimated Property Value".

    Step 24
  25. Click the Upload button to begin the processing of uploading/attaching a file.

    Step 25
  26. The G5 File Upload box displays.  G5 will allow you to upload and attach a file from your desk top.

     

    Click the Browse… button to browse the directory on your desk top.

    Step 26
  27. Select the Impact Aid 8002 Table 1 Worksheet.xls list item for this example.

    Step 27
  28. Click the Open button to display the file you selected in the Browse field.

    Step 28
  29. Click the Perform Upload button to upload and attach the file to the form in G5.

    Step 29
  30. Click the Form Complete box to indicate that you have completed the form.

    Step 30
  31. Click the Save & Return to Package button to save your work and return to the list of forms.

    Step 31
  32. Once again, the system message displays that the form was saved and the Form Status updates for the form you just completed.

    Step 32
  33. NoteYou may repeat the process for each of the forms until they are all complete.  For this example, the remaining forms have been completed.

    Step 33
  34. Click the Continue > button to continue to the Summary tab.

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

    Step 35
  36. Note:  You should read the instructions for next steps and the agreement for your Authorized Representative before submitting.

    Step 36
  37. Click the Submit button to submit the application.

    Step 37
  38. Note:  When you have completed all the steps required to submit the package, the system displays a message indicating that the application was successfully submitted.

     

    Also Note:  The system generates a link for you to view and print the PDF package which is created.

    Step 38
  39. Click the Click here to view the PDF Package link to view the package of forms.

    Step 39
  40. This is a sample of the application cover which is generated in PDF format.  On the left-hand side of the screen is a list of bookmark tabs for each of the forms.  You may click on the associated bookmark tab to view a form.

    Step 40
  41. Click the Impact Aid, Sec. 8002 Cover Page bookmark tab to view the Impact Aid application form.

    Step 41
  42. This is a sample of the Impact Aid application form.

     

    Click the Impact Aid, Sec. 8002 Table 1 Worksheet list item to view a sample table form.

    Step 42
  43. The Table 1 Worksheet displays and shows the file that you attached.

     

    Important Note:  You may use the universal print and save icons to print the application and save it to your desk top.

     

    Once you have printed and saved the application, click the Close Tab button to close the File Download tab and return to the G5 tab.

    Step 43
  44. Sample Error Message  

     

    This is a sample error message generated when submitting an application.  G5 generates an error message if anything is missing from the package or if you have skipped a step in the process.  For this example, Table 1 (Tax Assessor's Valuation of Section 8002) was not completed and it needs to be complete in order to submit the package.

     

    When you receive an error message, you can return to the Package Information to make corrections and then click Submit again.

    Step 44
  45. Click the Vertical scrollbar to scroll down and view the confirmation information.

    Step 45
  46. When you successfully submit the application, the tracking information for your submittal is displayed at the bottom of the screen along with an explanation of next steps.  You should also receive a confirmation email with the same information.  Before you leave this screen, you should print it for your records.

     

    After you have printed the confirmation, click the Go To Home button to return to the My Home Page screen.

    Step 46

Congratulat