Pennsylvania Bar Foundation – PA IOLTA Loan Repayment Assistance Program

1. Pennsylvania Bar Foundation – PA IOLTA Loan Repayment Assistance Program ONLINE Application Tips & Hints

2. Overview This presentation will walk you through all of the screens associated with the LRAP online application process. If you have any questions, please contact Pennsylvania Bar Foundation Executive Director Marie Queen at Marie.Queen@pabar.org or toll free at 888-238-3036.

3. 2012 – 2013 LRAP Cycle The 2012 – 2013 LRAP application is available at www.paioltagrants.org or you may access it through the LRAP HomePage on the PA Bar Foundation Website at www.pabarfoundation.org

4. First Time User? Click “Register Here.”

5. Fill-in the requested personal information.

6. Fill-in the requested organizational information then click “Register.” You will receive message advising of your pending approval. Approval can take up to 24-hours. Once approved, you will receive an e-mail containing your username and password. Hint: You will be able to change your password later.

7. Return to www.paioltagrants.org and login using the username and password received in the e-mail. You will be redirected to the WebGrants Main Menu.

8. The WebGrants Main Menu provides access to all of the WebGrants modules you will be using. These include: Grantee Instructions; My Profile; Funding Opportunities; My Applications; and My Grants.

9. The Grantee Instructions provide important info about each Main Menu module and about how to navigate the screens. Tip: Take the time to read the instructions.

10. You’ll find info about the Main Menu itself and general info about each of the Main Menu components, including: • Funding Opportunities/Application Creation

11. General Screen Navigation • Hint: The top of each page of the LRAP application has a navigation bar. Check the bar to see what navigation options are available. • Hint: Occasionally, a navigation link may appear over specific portions of the application. When that happens, use those links.

12. My Applications • My Grants

13. And My Profile • Let’s take a deeper look at the modules you will need to complete the LRAP Application.

14. The My Profile module is self-populated with the personal and organizational information you provided during the registration process. From this module you can edit your contact and organizational info and reset your password.

15. The Funding Opportunities module is where you will find the PA Bar Foundation – PA IOLTA LRAP Application. Click on the “Pennsylvania Bar Foundation Loan Repayment Assistance Program (LRAP)” to be redirected to detailed information about the LRAP Funding Opportunity and to start a new application.

16. The Funding Opportunity Details include: • Notice of important deadlines.

17. A brief description of the loan repayment assistance program.

18. A list of documents associated with the application process. • A link to the LRAP HomePage on the PA Bar Foundation Website where you will find additional information about the LRAP.

19. And a link to start a new application. • Click the “Start a New Application” link to be redirected to “General Information,” the first component of the 2012 – 2013 LRAP Application.

20. The majority of the General Information screen will be filled-in with info previously provided during the registration process, but you will be able to enter a “Project Title” to further identify your unique application. When finished, click “Save.” You will be redirected to a different view of the General Information screen that now displays your “Project Title.”

21. Click “Go to Applications Forms” to be redirected to the remaining application components.

22. There are six components to the LRAP application. All must be completed before the system will allow you to submit your application. Hint: The “General Information,” application component is automatically marked as “Complete.” You will have to affirmatively “Mark As Complete” the remaining application components as each is completed.

23. To select the next application component, click on “Applicant Information.”

24. In the Applicant Information component you will enter info about your undergraduate and law school institutions by using the “Add” link that appears above each section. You will use the “Edit” link that appears at the top of the page to complete the sections devoted to licensure and employment info.

25. The “Add” link opens a response box next to each question. Enter the requested info and then click “Save” to return to the Applicant component screen. You may add as many institutions as needed by repeating the “Add” step, remembering to save after each addition. Hint: Asterisks indicate mandatory responses.

26. Use the “Add” link to provide similar info about your law school. When complete, click “Save” to return the Applicant component.

27. Click the “Edit” link at the top of the page to make the “Licensure Information” and “Employment Information” response boxes visible. Complete each section. Hint: An arrow at the end of a response box indicates the presence of a drop down menu. Click the arrow and choose the appropriate response. If the appropriate response is not present, choose the “Other” option and write your response in the “Comment” box.

28. Hint: The “Current Employer” drop down menu lists all of the eligible organizations. If your employer is NOT listed, you are NOT presently eligible to apply to the PA Bar Foundation – PA IOLTA LRAP. When you have completed the sections, click “Save” followed by “Mark as Complete” to return to the list of application components.

29. The list of application components reflects that two sections have been completed. Select “Other LRAP Assistance,” the next application component.

30. Using the “Add” link, enter info about any LRAP assistance you may be presently receiving from another provider. Tip: If you are not currently receiving LRAP assistance and do not anticipate receiving LRAP assistance, you may mark this section as complete and click “Go to Application Forms” to be redirected to the list of application components.

31. Use the drop down menu to select the name of the other LRAP provider. If not present, select “Other” and enter the name of the provider in the “Comments” box below. Tip: If you select “Other” from the drop down menu and fail to enter a response in the “Comment” box, you will receive an error message and will be unable to save the page until corrected.

32. Enter the amount of LRAP assistance received monthly, and when entering info about the assistance start and end dates, follow the format MM/YYY (e.g., 01/2012). When complete, click “Save” to return to the Other LRAP application component.

33. Follow the same procedure to enter info about any anticipated LRAP assistance from another provider. Hint: If you are unsure as to the assistance start and end dates, estimate. These are a mandatory responses. You will be unable to save this section if the boxes are left blank.

34. When both sections have been completed, click “Mark as Complete,” followed by “Go to Application Forms” to return to the list of application components.

35. The list of application components now reflects that three sections have been completed. Select “Educational Debt,” the next application component.

36. The Educational Debt application component contains two sections: “Educational Debt” and “Current Annual Debt Service Payments.” Use “Add” to access to the Educational Debt portion.

37. Use the drop down menu of Lenders/Servicers to find your lender/servicer. If not present, select “Other” and fill-in the “Lender Comments” box with the name of your lender/servicer.

38. Use the drop down menu of loans to find your loan type. If not present, select “Other” and fill-in the “Loan Comments” box with your type of loan.

39. You will also find drop down menu selections for Loan Type (e.g., undergraduate or law school).

40. And Loan Status (e.g, current, deferred, forbearance, default or rehabilitated). Tip: Remember, loans in default are NOT eligible.

41. You may enter as many loans as necessary using the “Add” link. Remember to click “Save” after each addition. The system will perform all the arithmetic operations.

42. You will notice that the “Current Annual Debt Service Payments” section has self-populated. You cannot edit this portion of the application; however you must select “Edit” from the top of the screen in order to proceed. When you click “Edit,” the Current Annual Debt Service Payments portion of the screen will disappear. You will now be able to save the application page, mark it as complete and return to the list of application components.

43. The list of application components now reflects that four sections have been completed. Select “Certification - Applicant,” the next application component.

44. The response boxes will be visible. Fill-in the boxes and click “Save” when done. You will be redirected to a different view of the same screen showing your input. Click “Mark as Complete,” followed by “Go to Application Forms” to return to the list of application components.

45. The list of application components now reflects that five sections have been completed. ONE MORE TO GO!!!! Select “Certification – Program Director,” the final application component.

46. Click on “Add” located at the top of the page to access the response boxes.

47. Enter your Program Director’s name in the “Name of Reference” box, then provide his/her title, the name of the organization, and his/her e-mail address and phone number. Enter “Employer” in the box asking for “Your Association with the Reference.” Click “Save” followed by “Mark as Complete” and “Go to Application Forms.” Upon submission of your application, your Program Director will receive an e-mail that includes the certification form as an attachment and instructions about how to submit it.

48. The list of application components now reflects that all six sections have been completed. Click “Preview” to see you completed application. If you wish to re-edit any section of the application, click on the corresponding component. If satisfied, click “Submit.”

49. Next Steps • Once your application is submitted, you will receive an e-mail confirmation noting that your application status has changed from “Editing” to “Submitted.” The e-mail will provide you with a way to return to “Editing” status if you have inadvertently submitted the application. • You can always check the status of an application from the “My Applications” link located on the Main Menu, and you can monitor the progress of your application through the approval process from the “My Grants” link located there too.

50. Next Steps • Those selected to participate in the LRAP will receive a loan commitment letter, promissory note and loan agreement by November 30, 2012.