The Desk Review section provides FPOs with the necessary tools to perform a desk review on a grantee. The desk review uses the initial/annual risk assessment responses as equal weight in determining the updated risk for a project on a quarterly basis. After completing all questions, the application calculates the overall risk. The FPO has the ability to override a calculated risk and enter comments.
Figure 1 – Desk Review History
Topics:
View an Existing Desk Review Record
1. Select Home from the top navigation bar.
2. Select a project to perform a desk review on from the ‘My Projects’ list.
3. Select Desk Review from the Active Project Menu. The Desk Review History screen will be displayed (Figure 1).
Figure 1 - Desk Review History
4. Click the Add New button or if a record for the desired quarter already exists, click the arrow icon next to the current reporting quarter. The Desk Review screen will be displayed (Figure 2).
Figure 2 – Desk Review
5. Click the Performance Exempt box if the project is not required to submit performance reports. By selecting this box, the Performance questions will default to N/A.
6. Enter the dates in the Report Filed fields that the grantee submits the corresponding report to the Grantee Reporting System.
7. Ensure the Initial/Annual Risk Assessment has been completed for the project and the calculated and possibly FPO Assessment are being displayed. The desk review result will not calculate until that risk assessment has been completed and calculated.
8. Click on each link, numbers 2-8, and the corresponding pop-up with the appropriate area questions will be displayed. Refer to Figure 3 for an example of these pop-ups.
Figure 3 – Desk Review Factor 3: Financial
9. Click the radio button next to each selected response for the seven pop-up question screens.
10. Click the Calculate button on each pop-up screen to calculate the Results field.
11. Click the Save button on each pop-up screen to retain the calculated Results. The Risk Result will be displayed upon completing all seven factors.
12. Select a FPO Assessment from the drop down list to override the calculated risk.
13. Click the Save button at any time to retain the current desk review for use at a later time.
14. Upon completion of the desk review, click the Submit button. The Date Submitted field will display the current date and the desk review result will be displayed in the Desk Review History graph on the right side of the screen.
1. Select Home from the top navigation bar.
2. Select a project to perform a desk review on from the ‘My Projects’ list.
3. Click Desk Review from the Active Project Menu. The Desk Review History screen will be displayed (Figure 1).
Figure 1 –Desk Review History
4. Click the arrow icon next to the reporting quarter for which to view. The Desk Review screen will be displayed (Figure 2).
Figure 2 – Desk Review
1. Select Home from the top navigation bar.
2. Select a project to perform a desk review on from the ‘My Projects’ list.
3. Select Desk Review from the Active Project Menu. The Desk Review History screen will be displayed (Figure 1).
Figure 1 –Desk Review History
4. Click the arrow icon next to the reporting quarter for which to run the report. The Desk Review screen will be displayed (Figure 2).
Figure 2 – Desk Review
5. Click the Create Report button. The report pop-up will be displayed (Figure 3).
Figure 3 – Desk Review Grantee Report
6. Click the File button on the top of the pop-up screen.
7. Select the Save As option on the File menu.
8. Enter a File name for the report and click the Save button.
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