Grantee Training

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Grantee Training

May 6, 2007



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:

http://www.grantsolutions.gov/



Grants.gov

• Grants.gov is another government-wide initiative, also managed by HHS

•

GrantSolutions provides certaincapabilities that are not currentlysupported by existing Grants.govfunctionality



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



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.

http://www.grantsolutions.gov/cf/download/attachments/917967/GS_Grantee_Account_Form_v2.doc?version=1

mailto:[email protected]

mailto:[email protected]

http://www.grantsolutions.gov/cf/download/attachments/917967/GS_Grantee_Account_Form_v2.doc?version=1



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.



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.



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.



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



Types of Applications

• New

• Competing Continuations

• Non-Competing Continuations

• Directed Supplements

• Directed Sole Sources

• Post-Award Amendments (Modifications)



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



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



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.



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.



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?



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



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.



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



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



My Grants List Menu Tab

– Official Grant Files

– Total Approved Budget (Federal)

– Total Cost

– Project Title retrieved from the SF424



My Grants List: Action Links

• View NGA

• Grant Notes

• History

• Send Message

• Manage Amendments

• Apply to Non-Competing, Competing

Continuation, Directed Supplements



My Grants List: Action Links

• View NGA

• Grant Notes

• History

• Send Message

• Manage Amendments

• Apply to Non-Competing, Competing

Continuation, Directed Supplements





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.



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.



My Grants List: Show ExpiredGrants

• Expired Grants are grants with a ProjectPeriod that has passed.

• Expired Grants are not necessarilyClosed Grants



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



Submitting a Post-AwardAmendment

Documents

Grantee Training