In this topic, you will learn how to approve slates for discretionary awards in G5.
Steps:
Click the Slate menu item to begin the process of updating a funding status for an application.
Step 1Enter the search information into the Fiscal Year field.
For this example, enter a valid value e.g. "2009".
Step 2Enter the search information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.003A".
Step 3Enter the search information into the Schedule No. field.
For this example, enter a valid value e.g. "2".
Step 4Click the Search button to search for the schedule/competition.
Step 5Click the Select button to mark the schedule/competition which displays.
Step 6Click the Manage Slate button to move to the Discretionary Slate tab.
Step 7Click the Vertical scrollbar to scroll down.
Step 8Note: Before 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 9Click the button to the right of the ED Program Contact field for the first PR/Award listed to display the list of contacts.
Step 10Note: The names on the drop-down list for the ED Program Contact come from the grant team on the associated grant schedule.
Step 11Select the Ed Lincoln list item.
Step 12Click the button to the right of the ED Program Contact field for the second PR/Award listed to display the list of contacts.
Step 13Select the Ed Lincoln list item.
Step 14Note: For the next step, you must change the Funding Status.
Step 15Click the button to the right of the Funding Status field for the first application to display the list of funding statuses.
Step 16Note: As 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 17Select the Recommended list item.
Step 18Click the button to the right of the Funding Status field for the next application to display the list of funding statuses.
Step 19Select the Recommended list item.
Step 20Click the Vertical scrollbar to scroll down.
Step 21Note: 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 22Click the Approve Slate button to approve the slate.
Step 23Click the Vertical scrollbar to scroll down.
Step 24The 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 25Click the Continue > button to move to the Summary screen.
Step 26Click the Vertical scrollbar to scroll down.
Step 27Click the Submit button to submit the approval to the system.
Step 28The system displays a message indicating that the recommended applications have been approved.
Click the Vertical scrollbar to scroll down.
Step 29Note: If you want to approve additional slates, you can click the Done button and return to the search screen to repeat the process.
Step 30Click the Go To Home button to return to the My Home Page screen.
Step 31Congratulations!
You have successfully approved a slate.