GrantSolutions

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 help@grantsolutions.gov1.800.618.0223, 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 (help@grantsolutions.gov) 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.