grantee training
TRANSCRIPT
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 1/28
Grantee Training
May 6, 2007
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 2/28
Introduction
• GrantSolutions.gov is acomprehensive grants managementsystem provided by the GrantsCenter of Excellence (COE).
• Available to all Federal grant-makingagencies as part of the Grants
Management Line of Business(GMLoB) initiative.
• GrantSolutions Center of Excellence
(COE) Website:
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 3/28
Grants.gov
• Grants.gov is another government-wide initiative, also managed by HHS
•
GrantSolutions provides certaincapabilities that are not currentlysupported by existing Grants.govfunctionality
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 4/28
GrantSolutions Capabilities
•
Grants Staff may direct funding opportunitiesand Non-Competing application kits tospecific grantee organizations
• Establishes a one-to-one relationship betweenthe grant record and the Grantee organization
•
Allows for the protection of grant-specificinformation and actions so that it is notaccessible to the general public and is onlyavailable to the Grantee
• Establishes a direct relationship with a Grantee
organization when it comes to creating andmanaging Post-Award Amendment actions• Grantees can actively manage their grant
portfolio with confidence that these actions areonly accessible by the Grantee
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 5/28
Obtain a User Account
• New Applicants may register for a useraccount by clicking the Register button onthe GrantSolutions.gov Login screen• A username and temporary password is
automatically assigned to the applicant
• Existing Grantees should complete theGrantSolutionsGrantee Account Request form• Email form to [email protected]•
Fax to 1-301-231-7223, Attention:GrantSolutions Help Desk
• “Forgot your Username or Password?” link• Click the Account Management main menu
tab and then the Change Password sub-
menu link to change your existingassword.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 6/28
User Profile & AccountManagement
• The User Profile link is available afterlogin. It is displayed in the top rightcorner of the GrantSolutions Website.
•
Verify that your User Profile containscorrect information
• The Account Management main menutab also has a link to your User Profile
•Select the Account Management menutab and then the Change Password sub-menu item to change your existingpassword.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 7/28
Help UsingGrantSolutions.gov
•
Help Desk available Monday – Friday, 10AMto 6PM EST• Help Desk Numbers & Email
• Toll-Free: 1-800-618-0223• Local: 301-231-6005• Fax: 301-231-7223• Email: [email protected]
• Context-Sensitive Help• The symbol is displayed throughout the
system. Click this symbol to view information aboutthe item it is next to.
• Pre-filled data in forms reduces the amount of Grantee data entry
• After login, the user will see a Help link in theupper right corner of the GrantSolutionsWebsite. Click this link to see the
Applicant/Grantee User Manual in PDF.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 8/28
The Message Center
• Dual Notification: Messages sent via MessageCenter will also be sent via Email
• Grantees are notified via Message Center when
they have a Directed Supplement or Non-Competing Continuation application availableonline.
• The Outbox shows the messages that you sent• Tasks
•
Tasks are Messages that have a Due Date associatedwith them.• Message Reminders are sent when Tasks are not
marked Complete.• A red exclamation point appears next to the Task
message when the Task message is marked as
urgent.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 9/28
Navigating the Website
• Menu Structure1) Funding Opportunity2) Applications3) Grants
4) Reports5) Account Management
• The Workload Management box•
Displayed on each page on the left-side of theWebsite• Links to:
• My Grants• My Applications
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 10/28
Types of Applications
• New
• Competing Continuations
• Non-Competing Continuations
• Directed Supplements
• Directed Sole Sources
• Post-Award Amendments (Modifications)
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 11/28
Tab:
Electronically Apply to an
Opportunity• Click the Apply link from the FundingOpportunity menu tab.
• Click the Edit link to edit the Application
• GrantSolutions Application ControlChecklist
• Link to Announcement is available
•Application Statuses
• Application Number assigned at time of Submission
Th A li i C l
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 12/28
The Application ControlChecklist:
Completing Online Forms• Enter Online link
• Saving the Form
• Validating the Form• Green Checkmark appears on the GrantSolutions
Application Control Checklist when validation issuccessful.
•Online forms should be validated prior tosubmitting the application.
• Print Draft link
• Print Completed link
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 13/28
Application Control Checklist:Enter Comments
• The Comments section is a place for
Applicants and Grantees to enter a noteabout the individual enclosure on theApplication Control Checklist.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 14/28
Application Control Checklist:Upload Files (Attachments)
• Browse to a file on your computer andupload it to your application.
• GrantSolutions locks down a hash value
of the original file that was uploaded• A virus scan is performed on the
uploaded file
•
The file is converted to a PDF• Most files can be uploaded, such as
Word, Excel, PowerPoint, and images.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 15/28
Application Control Checklist:Mail-In Items
• Describe the documents that are goingto be mailed in to the Grants Office
• Mail-In Status of files available to the
Applicant• Did they receive my items?
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 16/28
Application Control Checklist:Print Application
• The Print Application link is available atthe top and bottom of the Application
Control Checklist• Includes the Applicant’s entire
application: all uploaded files, onlineforms, scanned images, Excel files,PowerPoint presentations
• The Table of Contents is auto-generated
• Page Numbering is auto-generated
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 17/28
Application Control Checklist:Submitting the Application
• Application Status: Submitted
• Time zone detection on Submission
• Applicant is warned if requiredapplication kit enclosures were notcompleted
•
Status will change to Review in Progressonce the Grants Office receives theapplication. The status will change toAwarded or Not Funded after the
application is reviewed.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 18/28
My Applications List:Notes
• Correspondence notes are the only notetype available to applicants and
grantees• Upload an attachment to a note
• Application notes are permanently tied
to the application
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 19/28
My Applications List:Send Message
• Send a Message to Grants and ProgramStaff
• Select the person you wish to send amessage to from the “To” select box
• Messages that are Tasks are messages
that have a due date associated withthem
• Ability to mark the message as urgent
• Messages are sent to the receiver’s
Message Center Inbox
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 20/28
My Grants List Menu Tab
– Official Grant Files
– Total Approved Budget (Federal)
– Total Cost
– Project Title retrieved from the SF424
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 21/28
My Grants List: Action Links
• View NGA
• Grant Notes
• History
• Send Message
• Manage Amendments
• Apply to Non-Competing, Competing
Continuation, Directed Supplements
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 22/28
My Grants List: Action Links
• View NGA
• Grant Notes
• History
• Send Message
• Manage Amendments
• Apply to Non-Competing, Competing
Continuation, Directed Supplements
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 23/28
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 24/28
My Grants List: Grant Notes
• Grant Notes are like Application Notesexcept they are tied to the Grant Recordand not the Application.
• Grant Notes will include all existingApplication Notes.
• When a Grantee adds a Grant Note, staff assigned to the grant is notified via their
Message Center Inbox.• Grant Notes are permanent – they
cannot be deleted.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 25/28
Directed Supplements (DS)
• Directed Supplements are tied to aGrant Record
• Grantee may Apply to a DirectedSupplement from their My Grants List
• Once the applicant clicks Apply, the
Apply link becomes an Edit link.• After submitting the Directed
Supplement, the Apply or Edit linkbecomes a View DS Application link.
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 26/28
My Grants List: Show ExpiredGrants
• Expired Grants are grants with a ProjectPeriod that has passed.
• Expired Grants are not necessarilyClosed Grants
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 27/28
My Grants List: ManageAmendments
• Post-Award Modifications
• Common Amendment Types
• Grants Office has the ability to changethe Amendment Type of an Application
• Grantees and Grants Staff can enter theamendment application
• Create an Amendment• GrantSolutions Post-Award Amendment
Application Control Checklist
8/14/2019 Grantee Training
http://slidepdf.com/reader/full/grantee-training 28/28
Submitting a Post-AwardAmendment