grants online training new federal program officers
TRANSCRIPT
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Grants Online Training New Federal Program Officers
July 2021 – NTIA Virtual Class
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TABLE OF CONTENTS
HOW TO USE THIS HANDS ON ACTIVITY GUIDE ..................................... 3
GRANTS ONLINE OVERVIEW MATERIALS ............................................. 11
PRE-AWARD / AWARD PROCESSING Competitive Application Process ................................................. 12 Review Event Processing ............................................................ 18 Competitive Application Selection Process .................................. 24 Award File: NEPA & PO Checklist Processing ............................ 33 Award File: Procurement Request and Commitment of Funds .... 50
APPENDIX Associate Applicant Organization ................................................ 65
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To begin, know your Student Number.
This is the number that will replace the XX in your userid and password for training.
Student# Name01 Jennifer Duane02 Jean Rice03 Christopher Holt04 Adam Geisler05 Margaret Gutierrez06 Gabriel Montoya07 Crystal Hottowe08 Vanesscia Cresci09 Natalie Romanoff10 Tiffany Plowman11 Daniel Frazitta12 Frances Casella13 Kathleen Juza14 Jon Bittar15 Muhammad Siddiqui16 Henry Charman17 Kevin Merritt18 Arya Golriz19 Taylor Zuccarello20 Nicholas Courtney
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Each module starts with an overview and
objectives.
Process Maps are identified throughout as
they show the steps and roles involved in
completing the process
a
b
c
a
b
A link to the corresponding
instruction video is provided. This section states if any hands on activities are needed
and if so provides login information.
c
Training Materials
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For hands on exercises, go to the Grants Online Training site. The link to the site and login information is included at the beginning of
each module. Please do not reset or change any passwords.
If you get locked out of your account, please notify the trainers.
The Your Tasks screen is used extensively during class. Please note that any tasks dated prior to your class date should be
ignored. Do not use previous tasks for your hands on activities.
Training Web Site
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d
e f
g
d
f
Snap Shot of Process Map – This shows the user what step of the process map they are working on.
g This icon is used when an additional explanation is being noted.
Numbered Steps – Steps are numbered
when completing
one element requires
multiple steps and/or
screens.
e
The red box highlights the element to be completed on
this page.
Training Materials
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h
i
iYellow boxes
contain the details that the student
should enter, select and/or click.
Do not use the details provided in the training
videos.
h
This icon shows where the training
staff must complete some actions before
the student can proceed with the
module.
Training Materials
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This Training is comprised of 6 Modules.
NTIA Training – Part 1 (Pre-Award)
Grants Online Introduction and Overview Live
Competitive Application Processing Hands OnReview Event Live DemoCompetitive Application Selection Live Demo/Hands OnAward Processing (NEPA and PO Checklist) Hands OnAward Processing (Procurement Request) Hands OnClass Wrap-up and Group Assessment Live
Videos Length (mm:ss)
Grants Online Overview 39:44
Review Event 36:23Competitive Application Selection 29:47Award Processing (NEPA and PO Checklist) 34:57Award Processing (Procurement Request) 29:51
In order to condense this training class to one day, please watch the following videos prior to July 27th:
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Need Help During Training?
Communicate with Trainers via email, phone, or Google Meet:
Email addresses: Lillian Barnes - [email protected] Bowser - [email protected]
Ana Holt - [email protected] receive help over the phone or via IM, please email all three
trainers.
Go To Webinar and Go To Meeting links: Morning session -
https://attendee.gotowebinar.com/register/2800976601123656717Afternoon session -
https://global.gotomeeting.com/join/409676941
Need Help After Training?
Visit the Grants Online PMO website www.noaa.gov/organization/information-technology/grants-online-
program-management-office
Contact the Grants Online Help Desk
240-533-9533
Hours: 8:00 AM – 6:00 PM Eastern Time 10
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Grants Online Overview Materials
The following Grants Online reference materials are available from the Grants Online 101 web page:
Grants Online Overview
Grants Online Glossary
Explanation of Grants
Online Roles
System Navigation
https://www.noaa.gov/organization/information-technology/grants-online-101
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Grants Online Training
Competitive Application Processing
Module #02
July 2021 - NTIA
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Module Overview
Prior to this module, a Request For Application (RFA) must have been completed in Grants Online. In a real world scenario, this RFA would have also been posted on Grants.gov for the public to submit their application package. For this training session, all applications have already been submitted and entered in Grants Online.
Module Objectives
Upon completion of this module, students will be able to:
Understand the Competitive Process – Applications andReview Event Overview Process Map
Complete the Review Minimum Requirements Checklist
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Competitive Process – Applications and Review Event
Corresponding Video
This module will be a combination of a live demonstration by the Instructor as well as hands on activities. You will be completing steps 3 – 5.
To begin, access the Grants Online Training site.
The gstudent account represents a Certified Federal Program Officer. Sign in with your gstudentXX account.
The password is gotntiajul21XX$$Note: XX is your Student Number.
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2RFA1b
NOAA
Input Paper Applications for RFA
4Review Minimum
RequirementsChecklist
(1 Per Application)
Applications submitted via Grants.gov
3Assigned
Program Officer
1aGrants.gov
5Approve/Reject
Minimum Requirements
Checklist (1 Per Application)
END
The Application page is displayed.
Choose Review Application for Minimum Requirements from the dropdown menu
and click the Submit button.
Click the View link for the Review Min. Req. Checklist task.
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2RFA1b
NOAA
Input Paper Applications for RFA
4Review Minimum
RequirementsChecklist
(1 Per Application)
Applications submitted via Grants.gov
3Assigned
Program Officer
1aGrants.gov
5Approve/Reject
Minimum Requirements
Checklist (1 Per Application)
END
Choose the Yes radio button for each criteria. Then click the Save and
Return to Main button.
Note: If the “No” radio button is selected on any of the items comprising the Minimum Requirements Checklist, a comment should be entered in the associated
comments box or in the Overall Comments box. The user will not be allowed to save the screen without a comment if a “No” radio button has been selected.
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The Application page is displayed.
Choose Approve Application for Meeting Minimum Requirements from the
dropdown menu and click the Submitbutton.
2RFA
1aGrants.gov
5Approve/Reject
Minimum Requirements
Checklist (1 Per Application)
END
1bNOAA
Input Paper Applications for RFA
4Review Minimum
RequirementsChecklist
(1 Per Application)
Applications submitted via Grants.gov
3Assigned
Program Officer
Note: Any Federal Program Officer may approve an application for meeting the minimum requirements. However, only a Certified Federal
Program Officer may reject an application.
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Grants Online Training
Review Event Processing
Module #03
July 2021 - NTIA
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Module Overview
Prior to this module, a Request For Application (RFA) must have been completed in Grants Online. In a real world scenario, this RFA would have also been posted on Grants.gov and the public would have submitted their application packages. The applications then go through the Review Event.
Module Objectives
Upon completion of this module, students will be able to:
Understand the Application and Review Event Process Map
Understand the Review Event – Federal Agency Process Map
Understand the Review Event – Reviewer Process Map
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Competitive Process – Application and Review Event
Corresponding Video
This module will be a live demonstration by the Instructor.
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Competitive Process – Review Event
For further training material, please refer to the PMO website:
Review Event Guidance• Create a Review Event using Grants Online -
http://www.noaa.gov/sites/default/files/legacy/document/2020/Apr/ReviewEvent_Creation.pdf
• Conduct a Review Event using Grants Online -http://www.noaa.gov/sites/default/files/legacy/document/2020/Apr/ReviewEventManager_UserGuide.pdf
• Quick Reference Guide for an Application Reviewer -http://www.noaa.gov/sites/default/files/legacy/document/2020/Apr/Reviewers_Quick_Ref_Guide_4_08.pdf
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Competitive Process – Reviewer
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Email to Application Reviewer
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Grants Online Training
Competitive Application Selection Process
Module #04
July 2021 - NTIA
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Module Overview
Prior to this module, a Request For Application (RFA) must have been completed in Grants Online. In a real world scenario, this RFA would have also been posted on Grants.gov and the public would have submitted their application packages. The applications have gone through the Review Event. Now we will review how to select applications for funding.
Module Objectives
Upon completion of this module, students will be able to:
Understand the Competitive Process – Select Applications forFunding Process Map
Complete the Assign Award Number process
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Competitive Process – Select Applications for Funding
Corresponding Video
This module will be a combination of a live demonstration by the Instructor as well as hands on activities. You will be completing steps 9 – 11.
To begin, access the Grants Online Training site. The gstudent account represents a Certified Federal Program Officer.
Sign in with your gstudentXX account. The password is gotntiajul21XX$$Note: XX is your Student Number.
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Choose the Non-Construction radio button.
Choose the Statewideradio button for the Principal Place of Performance category.
The Application page is displayed.
Choose Assign Award Number/Recipient to Application from the dropdown menu and click the Submit button.
Click the View link for the Assign Award Number/Recipient task.
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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For a detailed discussion of the rules associated with Principal Place of Performance, please refer to the following training manual:
http://www.noaa.gov/sites/default/files/legacy/document/2020/Apr/PPPER_Quick_Reference_Guide.pdf
Choose Montana from the dropdown menu.
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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As the DUNS Number was entered on the application and the organization was found in Grants Online, a message in black bold text will be displayed that reads “This Applicant has been automatically assigned a Grants Online Organization based on unique DUNS number match.”
Note: We are currently working on a new award. When working on a continuation amendment, the user will only have the option to select an organization identified on the original award.
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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Step 1 – Click the Authorized Representative Lookup button.
Step 2 – Enter your XXnumber in the Last Name field, then click the Searchbutton.
Step 3 – Click the Selectlink next to the correct individual.
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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Click the Generate New Award Number button.
Note: The top of the page now shows the Award Number.
Click the Save and Return to Main button at the bottom of the screen.
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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Choose Forward to Competition Manager for Selection Package from the dropdown menu, then click the Submit button.
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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Grants Online Training
Award File: NEPA & PO ChecklistProcessing
Module #05
July 2021 - NTIA
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Module Overview
Prior to this module, an application was entered and the Start Award Processing step was completed. The following three components of the Award File were create:
NEPA
PO Checklist
Procurement Request and Commitment of Funds
Module Objectives
Upon completion of this module, students will be able to:
Understand the Competitive Process – Start Award ProcessingOverview Process Map
Complete the NEPA process
Complete the PO Checklist process
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Competitive Process – Start Award Processing
Corresponding Video
Hands on activity for this Module starts here. You will be completing steps 2 – 10.
To begin, access the Grants Online Training site.
The gstudent account represents a Certified Federal Program Officer. Sign in with your gstudentXX account.
The password is gotntiajul21XX$$Note: XX is your Student Number.
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1bStart AwardProcessing
1aCompetition
Manager
1cAssigned
Program Officer
2PO Checklist
6NEPA
11Procurement
Request
To begin, click on the Inbox tab and Tasks link.
Then click on the View link next to the NEPA Document task.
The NEPA page is displayed.
Choose Complete NEPA Document from the dropdown menu and click the Submit
button.
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6NEPA
10Approve NEPA
9Selected
NEPA Official
7NEPA
8Review and select
NEPA Official(NOAA, EDA and NTIA)
Option to establish additional NEPA reviewers.
For a.) Level of Review, choose the Categorical Exclusion radio button. Then click the Select/View CE link.
Click the Save and Return to Main button at the bottom of the screen.
Click the checkbox next to the appropriate Categorical Exclusion(s). In the video, A05 & B10 were selected.
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For b.) Mitigating Measures, leave the default response.
For c.) Post Award NEPA Review Process, leave the default response.
For d.) National Historic Preservation Act, leave the default response.
Choose NOAA Official from the NEPA Official dropdown list.
Then click the Save and Return to Main button.
6NEPA
10Approve NEPA
9Selected
NEPA Official
7NEPA
8Review and select
NEPA Official(NOAA, EDA and NTIA)
Option to establish additional NEPA reviewers.
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For additional information regarding the NEPA process, please reference: http://www.noaa.gov/organization/information-technology/guidance-for-national-environmental-policy-act-nepa
The NEPA page is displayed.
Choose Forward to NEPA Official from the dropdown menu and click the Submit
button.
6NEPA
10Approve NEPA
9Selected
NEPA Official
7NEPA
8Review and select
NEPA Official(NOAA, EDA and NTIA)
Option to establish additional NEPA reviewers.
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2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
To begin, click on the Inbox tab and Tasks link.
Then click on the View link next to the Complete PO Checklist task.
The PO Checklist page is displayed.
Choose Complete PO Checklist from the dropdown menu and click the Submit
button.
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General Award Information: Confirm that the EIN and DUNS have been verified by checking the checkbox.
Grant Type: Choose Grant.
Statutory Authority: Click the Guidance link which will open up the SAM.gov website.
Enter a CFDA Number in the All Award Data search field. In the video, CFDA 11.999 was used.
Click on the Marine Debris Program link.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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Scroll down to the Authorizations section of the page. Copy the information from this section and paste it in the Statutory Authority text box.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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Project Description: This information should be understood by the general public.
The information entered in this text box is passed on to the Legislative Affairs team. That office notifies Congress of the Award. To ensure the content is understood by the majority of the target audience, do not use acronyms.
Basis of Selection:Choose the Non-Competitive radio button.
Frequency:Choose the Synchronized to the Federal Financial Report periods radio button.
Then click on the Specific Award Condition for Project Progress Reports link.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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Click the Create From Scratch link.
The Name is prepopulated. In the Description field, enter a description.
Then click the Save and Return to Main button.
Note: If you create a Specific Award Condition (SAC) when you set up a RFA or Competition, that SAC is automatically applied to all applications associated with that RFA or Competition.
At the bottom of the page, click the Done button.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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Project Progress Reporting Comments: As a Specific Award Condition was created, comments are required in this box.
Conflict of Interest:Leave as default.
Matching Requirements: Click the Add New link.
Calculation of March = PercentageFederal Share Amount = $10,000. Required Cost Share = 50%
Click the Save button.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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Minority Serving Institution: Leave as default.
Homeland Security Presidential Directive - 12: Leave as default.
Research Terms & Conditions Prior Approval and Other Requirements: Click the Yes radio button.
Project Specific Information: Leave as default.
Transfer Information: Leave as default.
Programmatic Specific Award Condition: Click the Specific Award Condition link.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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Click the Create From Scratch link.
Name: Enter “Permit Required.”
Description: Enter “The recipient must show proof of obtaining the appropriate permit before using federal funds on the grant award project. A copy of the permit must be submitted to the Federal Program Office within 45 days of the Grants Officer signature on the award document.”
Response Required: Click the checkbox. Choose Days after Grants Officer Approval Date from the dropdown menu and enter 45 in the box.
Payment Verification Needed: Click the checkbox.
Then click the Save and Return to Main button.
At the bottom of the page, click the Done button.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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NOAA Specific Information
Coastal Zone Management Awards: Leave as default.
CESU Awards: Leave as default.
Other: Click the Yes radio button.
Click the Save and Return to Main button.
2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
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2PO Checklist
4Complete PO
CheckList
5Certify POChecklist
3PO Checklist
5aAward File
30Forward Award File to
Grants Specialist
HS*
The PO Checklist page is displayed.
Choose Certify PO Checklist from the dropdown menu and click the Submit
button.
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Grants Online Training
Award File: Procurement Request & Commitment of Funds
Module #06
July 2021 - NTIA
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Module Overview
Prior to this module the NEPA and PO Checklist were completed. The following Award File component will be completed in this module:
Procurement Request and Commitment of Funds
This module will conclude with completing the Award File process.
Module Objectives
Upon completion of this module, students will be able to:
Understand the Competitive Process – Start Award ProcessingOverview Process Map
Complete the Procurement Request and Commitment of Fundsprocess
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Competitive Process – Start Award Processing
Corresponding Video
Hands on activity for this Module starts here. You will be completing steps 11 – 17 and 5a-30.
To begin, access the Grants Online Training site.
The gstudent account represents a Certified Federal Program Officer. Sign in with your gstudentXX account.
The password is gotntiajul21XX$$Note: XX is your Student Number.
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To begin, click on the Inbox tab and Tasks link.
Then click on the View link next to the Procurement Request and Commitment of Funds task.
The Procurement Request and Commitment of Funds page is displayed.
Choose Complete Procurement Request and Commitment of Funds from the dropdown menu and click the Submit
button.
1bStart AwardProcessing
1aCompetition
Manager
1cAssigned
Program Officer
2PO Checklist
6NEPA
11Procurement
Request
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11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
Step 2 – Enter “Official” in the Last Name field, then click the Search button.
Step 3 – Click the Select link next to the NOAA Official user.
Step 1 – Click the Search button.
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11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
Step 2 – Enter your gstudentXX number onlyin the Last Name field, then click the Searchbutton.
Step 3 – Click Select link next your Grants StudentXX account.
Step 1 – Click the Search button.
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Step 1 – Click the Add New ACCS Line link.
Step 2 – Enter the following values:• Bureau: Leave as 14.• Fiscal Year: This can be changed by the FPO to use Prior
Year Funds. For class leave this as “2021”.• Project: Enter 28LEF29.• Task: Enter P00.• Organization: Enter 30-31-0002• Object Class: Enter 41-11-00-00• Amount: Enter $5,000.00.
Click the “Save” button.
012345678
11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
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Click the DWValidate button.
Note that “DWValidate” button checks the accuracy of the information entered for the ACCS Lines for the fiscal year specified.
11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
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11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
Click the Cancel/Done button.
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Enter the matching funds in the Recipient Share Total for this Award action field =
$5,000.00.
Then click the CBSValidate button.
Note that CBSValidate button checks the CBS table to determine if there are sufficient funding available at this moment in time.
012345678
11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
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The top of the screen shows that the CBS validation was successful.
Click the Save and Return to Main button.
012345678
11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
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You identified yourself as the Requestor, therefore you received another Procurement Request task.
Click the View link for the Review Procurement Request and Commitment of Funds task.
The Procurement Request and Commitment of Funds page is displayed. Choose Forward Procurement Request to Requestor from the dropdown menu and click the Submit button.
11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
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11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
Choose Approve Procurement Request from the dropdown menu and click the Submit button.
Click the View link for the Forward/Revise Award File task.
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11Procurement
Request
12Procurement
Request
13Complete andForward Each
Document
15Approve
ProcurementRequest
17Approve
16Request Authorizing
Official
14Requestor
In the COMP-4 Process Map, you completed step 15. Training staff will be monitoring the workflow and will
complete steps 16-17 to review and approve the tasks under Pending Actions. Please check the “Your Tasks”
page for the next step.
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5aAward File
30Forward Award File to
Grants Specialist
Click the View link for the Forward/Revise Award File task.
All Pending Actions have been resolved, so a green check mark is now visible.
Choose Forward Award File to Grants Specialist and then click the Submit button.
Note: In the video, comments were added to the Your Comments box. This feature allows the FPO to communicate with the user who has the next task in the process and ensure comments are automatically
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Grants Online Training
Appendix - Associate Applicant Organization
July 2021
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Competitive Process – Select Applications for Funding
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Step 1:
If the DUNS Number was entered on the application and the organization is found in Grants Online, a message in black bold text will be displayed that reads “This Applicant has been automatically assigned a Grants Online Organization based on unique DUNS Number match.”
The next four pages are informational only.
Scenario 1: DUNS Number is found in Grants Online
98-7654321
9Assigned
Program Officer
10Assign Award
Number Recipient
11Forward to CM
For Selection Package
• Generate Award Number• Associate Applicant Org• Associate Authorized Rep
13Review Selection
Package
12Competition
Manager
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Step 1:
a) If the DUNSNumber was notentered a redmessage isdisplayed. Click theOrg Lookup buttonto find theorganization's recordin the database oradd if necessary.
b) Enter the search criteria (enter DUNS Number if available). Click the Search button.
c) If the desired organization is found, click the Select link to associate the organization in Grants Online.
Scenario 2: DUNS Number was not entered on the Application but the Organization exists in
Grants Online
987654321
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Scenario 3: DUNS Number was not found in Grants Online
987654321
Step 1:
a) If the DUNSNumber was notfound in GrantsOnline a redmessage isdisplayed. Click theOrg Lookup buttonto find theorganization's recordin the database oradd if necessary.
b) The DUNSNumber willautomatically bepre-populated in thefield. Click theSearch button.
c) If the desiredorganization is NOTfound in GrantsOnline, click theAdd a neworganization link.
d) If theorganization's recordis in the SAM.govfile, click the Selectlink.
OR
e) Click the Add ablank organizationto manually enter anew organization orindividual recipient.
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1. An additional identifier on the Organization Profile called the Cage Code may be returned in the search results. The Cage Code is a data field from the System for Award Management (SAM). As a result of the Digital Accountability and Transparency Act (DATA Act), Grants Online now receives a daily extract from SAM.gov that will automatically update the Organization’s profile in Grants Online.
2. Only active records are returned in the search results. If for some reason an organization is marked as inactive in the Grants Online database it will not show up in the search results even though it may be associated with a current award or closed award. For example, when an organization converts from non-ASAP to ASAP, the non-ASAP record will be made inactive so that it cannot be selected for a new award. If there are any closed awards for that organization before it coverts to ASAP, they will remain associated with the non-ASAP record but the active ones will become associated with the ASAP record.
3. You will be able to tell whether or not an organization is already set up in ASAP by the presence of an ASAP ID in the search results. If an organization record is non-ASAP, but that Organization has been ASAP in the past, please contact the Grants Online Help Desk.
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Add Organization
When adding a new organization the user must select his/her Bureau at the top of the page. If you have the organization’s Cage Code it can be entered at the bottom of the page.
A required checkbox has been added to the PO Checklist so the user can indicate if s/he has verified the EIN and DUNS Number the Recipient entered on the submitted paper application. On occasion, there have been typos in the EIN or DUNS Number on the application. Those typos frequently lead to inaccuracies in the organization’s profile information and contribute to the grant being linked to an incorrect vendor in the CBS system. The ideal time to check this information is during the “Conduct Negotiations” process step (Universal RFA) or “Assign Award Number/Recipient” process step (Competitive RFA).
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