Enter Key Personnel for a Discretionary Award


Concept

In this topic, you will learn how to enter key personnel in G5.


Steps:

  1. Click the Budget Data and Abstracts menu item to begin the process of entering key personnel.

    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 PR/Award applications which meet the criteria.

    Step 5
  6. Click the Select option to mark the first application.

    Step 6
  7. Click the Maintain Budget button to open the Budget Details tab.

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

    Step 8
  9. Click the Modify Key Personnel button to display the Personnel screen.

    Step 9
  10. NoteWhen you are entering key personnel, you can either choose a Title from the existing drop-down list or add a title if it is not listed in the drop-down menu.

    Step 10
  11. Enter the person's first name into the First Name field.

     

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

    Step 11
  12. Enter the person's last name into the Last Name field.

     

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

    Step 12
  13. Click the button to the right of the Title field to display the list of titles.

    Step 13
  14. Note:  For this example, the Project Director will be entered.  The Project Director is required in order to mark the budget as complete.  Other key personnel may be entered as needed.

    Step 14
  15. Select the Project Director list item.

    Step 15
  16. Enter the correct information into the Level of Effort field.

     

    For this example, enter a valid value e.g. "85".

    Step 16
  17. Click the Add button to add the person to the key personnel list.

    Step 17
  18. Click the Vertical scrollbar to scroll down.

    Step 18
  19. NoteAs each key person is entered, you must click on the GSA web site link to ensure that the person is not in the EPLS.

    Step 19
  20. Click the Certification button to mark the person you entered as certified according to GSA policy.

    Step 20
  21. The system displays a message asking you to acknowledge the certification.

     

    Click the Yes button to confirm.

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

    Step 22
  23. NoteAs soon as the Yes button is clicked, the system marks the Certification Complete check box.

    Step 23
  24. Click the Continue > button to return to the Budget Details tab.

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

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

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

    Step 27
  28. Click the Submit Budget button to submit the updates to the system.

    Step 28
  29. The system displays a message indicating that the budget was updated successfully with the information.

     

    Click the Vertical scrollbar to scroll down.

    Step 29
  30. NoteIf you want to enter personnel for additional schedules/competitions, 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 entered key personnel.