grantsolutions
DESCRIPTION
GrantSolutions.gov. Overview and Screen Shots March 2009. HHS/ACF/Office of Information Systems. The Grants COE serves as one of three consortia leads under the Grants Management Line of Business (GMLoB) E-Gov initiative offering government-wide grants management system support services. - PowerPoint PPT PresentationTRANSCRIPT
GrantSolutions.gov
Overview and Screen Shots
March 2009
HHS/ACF/Office of Information Systems
The Grants Center of Excellence (COE)
• The Grants COE serves as one of three consortia leads under the Grants Management Line of Business (GMLoB) E-Gov initiative offering government-wide grants management system support services.
• GrantSolutions.gov is a comprehensive grants management system provided by the Grants Center of Excellence (COE).
• http://www.grantsolutions.gov
UFMS
GrantSolutions
UFMS
Program Office
Grants Office
Financial/Budget Office
Grantees
UFMS
Grantors Grants.gov
PMS
A Comprehensive Grants Management System
Benefits of GrantSolutions
• Strong Internal Control based on User Roles.
• Efficient Menu Options and Workflow Processes.
• Access to information about Grants data at every stage of the Grants process.
• Reporting capabilities that track Grant activities and awards for management, audit, and review.
Benefits of GrantSolutions
Customization• For Business Processes• Application Kits• Application Approval Workflow• NGA Approval Workflow• NGA Terms and Conditions• NGA Document Appearance• Internal and Grantee Correspondence
Role Based Access
• Grants Management Officer (GMO) • Grants Management Specialist (GMS) • Authorizing /Approving Official (AO) • Office Director (OD)• Program Officer (PO)• Program Coordinator (PC)• Financial Management Officer (FMO)Every menu option, screen output, and user
action is controlled by the user’s role.
Log In to GrantSolutions.gov
• The URL for GrantSolutions.gov is http://www.grantsolutions.gov/.
• On the right side of the page, click on the Blue Button that says Login to GrantSolutions.gov.
Log In to GrantSolutions.gov
• Type in your GrantSolutions.gov username and password and click on submit to log in.
• If you have trouble logging in, contact the Custom Applications Support and Training Unit (CAST) helpdesk [email protected], 1.866.577.0771, 301.231.6005 (MD), 202.401.5282 (DC)
• The CAST helpdesk is available M-F from 8 am to 6 pm EST.
Navigation
Breadcrumbs remind you of your
Navigation Path
Navigation
• My Grants List – shows awarded grants that you are assigned to. Used for managing post-award actions.
• Funding Opportunities – Announcements , Application Kits, and Advice of Allowance.
• Applications – Applications, Review, Grants.gov interface.• Awards – Award Processing and the NGA.• Grants Management – Grant Assignments, Grantee Reporting, etc.• Reports – Summary Reports on Awarded Grants, Form Letters.• System Management – Account Management, Staff Assignments• Help – User Guides, Quick References, Help Desk Contact Info
Remember – What you see and your access to menus and options depends on your Role within the system.
Manage Announcements• Create, Edit, View, and Post Announcements and
Application Kits
Create an Announcement
Items on the Announcement – Add screen are
the same as those used on the Grants.gov announcement.
Create an Application KitYou choose the
application kit forms (customizable by partner)
The Application Kit is displayed in the
Applications Control Checklist
Application Receipt Logs
Applications are received into the Grants.gov Application
Log and can also be received into the GrantSolutions.gov
Application Receipt Log
Application Screening
Intake Reviews and Business Reviews allow customized screening criteria.
Intake Review & Business Review
Application Notes
Application Notes allow
correspondence internally and with
the applicant/grantee at every phase of
Grants Processing.
Panel ReviewApplication contents can be printed individually or as
one large pdf file for distribution to reviewers.
Grant Solutions also interfaces with the ARM review management system
Disposition List & Funding List
Create and Approve a Funding Memo• A funding memo is generated for each
approved application. • Click Applications --> Competing -->
Funding Memo • Select an Announcement, then click on
Search.• Applications with Disposition Actions
of" Approved" and funding levels will be displayed.
• For the desired application, click on the Recommend button to recommend the funding memo.
• Click on the OK button to confirm the recommendation and to forward to the next reviewer.
• The Competing Recommendation & Funding Memo Screen will reappear and the status will update to display the next reviewer.
Create Funding Memo -PO
Recommend - PO
Recommend - PC
Recommend - OD
Concur - GMO
Approve - AO
CUSTOMIZABLE FUNDING MEMO APPROVAL
WORKFLOW
Funding Memo Approval Screen
Funding Memo After ApprovalThe Funding Memo Screen Displays Which Role is Next to Approve
Notice of Grant Award (NGA) Approval Workflow CUSTOMIZABLE
NGA WORKFLOW
Draft NGA - GMO
Program Manager Review
Program Director Review
Administrative Director Review
Financial Officer Review
GMO Issue
Congressional Liason Office Notification
Grantee Acceptance
Authorizing Official Release
To access the NGA Processing Screen: Click on Awards --> Awards Processing --> NGA Processing •Select Application Type from drop-down list, e.g. NEW. Click on Search button.•Review the list of Applications awaiting funding memos. A Workflow Status of "Ready for (Your Role) Approval" in the Change Workflow Status column are ready for Review. •Find the application for which you plan to approve the NGA and click on the Approve link in the Change Workflow Status column.•An "Add Comments" window will appear listing the Grantee and Grantee Number for which you can add comments.•A "Changed Notices of Grant Awards" window will appear listing the Grantee, Grant Number, and Award Amount. Click on the Continue button to continue the approval and to return to the Notice of Grants Award List - In Process/Draft screen.•The Workflow Status column will display indicating the role of the next reviewer in the NGA Approval Process.
NGA Processing ScreenThe NGA Workflow Approval Process
Updates to Show the Last
and Next Reviewer
NGA Processing ScreenEach reviewer gets the
opportunity to add comments useful for other reviewers or for historical
purposes.
E-Mail Notifications
Grantee
NGA Reviewers
Funding Memo Reviewers
FRA NGA Document
My Grants ListThe My Grants List provides access to most Post-Award
processing actions such as continuations, amendments, and historical information.
Closing Remarks
• Comprehensive support is provided by Partner Project Directors, Fit-Gap Leads, and Developers throughout the migration process.
• The Custom Applications Support & Training unit provides Training, Assistance with User Acceptance Testing, and ongoing HelpDesk Support for GrantSolutions. We are available at ([email protected]) M-F from 8 a.m. to 6 p.m. to assist you.
• The GrantSolutions team is grateful for the opportunity to help CDFI-IRS and Treasury-IRS manage and process grants and further your success.