Approve a Discretionary Slate


Concept

In this topic, you will learn how to approve slates for discretionary awards in G5.


Steps:

  1. Click the Slate menu item to begin the process of updating a funding status for an application.

    Step 1
  2. Enter the search information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the search information into the CFDA/Subprogram field.

     

    For this example, enter a valid value e.g. "84.003A".

    Step 3
  4. Enter the search information into the Schedule No. field.

     

    For this example, enter a valid value e.g. "2".

    Step 4
  5. Click the Search button to search for the schedule/competition.

    Step 5
  6. Click the Select button to mark the schedule/competition which displays.

    Step 6
  7. Click the Manage Slate button to move to the Discretionary Slate tab.

    Step 7
  8. Click the Vertical scrollbar to scroll down.

    Step 8
  9. NoteBefore an authorized user can approve a slate, the first step is to ensure that an ED program contact is identified for each PR/Award Number.

     

    Important:  The ED program contact name selected on the slate becomes the ED program officer responsible for the management of the grant application after is awarded.

    Step 9
  10. Click the button to the right of the ED Program Contact field for the first PR/Award listed to display the list of contacts.

    Step 10
  11. NoteThe names on the drop-down list for the ED Program Contact come from the grant team on the associated grant schedule.

    Step 11
  12. Select the Ed Lincoln list item.

    Step 12
  13. Click the button to the right of the ED Program Contact field for the second PR/Award listed to display the list of contacts.

    Step 13
  14. Select the Ed Lincoln list item.

    Step 14
  15. NoteFor the next step, you must change the Funding Status.

    Step 15
  16. Click the button to the right of the Funding Status field for the first application to display the list of funding statuses.

    Step 16
  17. NoteAs the authorized user, you should review the budget information submitted with the application and change the status for each application.  The different funding statuses are defined as follows:

     

    Received - Grant applications which have been received and entered in the system.

     

    Recommended - The Department of Education recommends that the grant application receives funding.

     

    Not Recommended - The Department of Education recommends that the grant application should not receive funding.

     

    On Hold - The Department of Education requires more information to determine the funding status.

    Step 17
  18. Select the Recommended list item.

    Step 18
  19. Click the button to the right of the Funding Status field for the next application to display the list of funding statuses.

    Step 19
  20. Select the Recommended list item.

    Step 20
  21. Click the Vertical scrollbar to scroll down.

    Step 21
  22. Note:  Finally, the application, budget and abstract must each be marked as complete.

     

    The definition of "complete" for each is:

     

    Application Complete - This indicates that the application content is complete.

     

    Budget Complete - This indicates whether or not the application has completed budget information for all budget periods as determined on the budget worksheet.

     

    Abstract Complete - This indicates that the abstract information is complete.

     

    When each of these is complete, the slate is ready to be approved.

    Step 22
  23. Click the Approve Slate button to approve the slate.

    Step 23
  24. Click the Vertical scrollbar to scroll down.

    Step 24
  25. The system lists the applications with Recommended status and displays a message asking if you want to approve them.

     

    Click the Yes option to confirm approving the slate.

    Step 25
  26. Click the Continue > button to move to the Summary screen.

    Step 26
  27. Click the Vertical scrollbar to scroll down.

    Step 27
  28. Click the Submit button to submit the approval to the system.

    Step 28
  29. The system displays a message indicating that the recommended applications have been approved.

     

    Click the Vertical scrollbar to scroll down.

    Step 29
  30. NoteIf you want to approve additional slates, you can click the Done button and return to the search screen to repeat the process.

    Step 30
  31. Click the Go To Home button to return to the My Home Page screen.

    Step 31

Congratulations!

 

You have successfully approved a slate.