Obligate Funds for Inactive UEI/SAM Registration


Concept

In this topic, you will learn how to obligate funds for an award with an inactive UEI/SAM registration.


Steps:

  1. Click the Obligate Funds menu item to begin the process of obligating funds.

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

     

    For this example, enter a valid value e.g. "2022".

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

     

    For this example, enter a valid value e.g. "84.004A".

    Step 3
  4. Click in the Award Type field to display the list of award types.

    Step 4
  5. Select the appropriate award type.

     

    In this example, select Discretionary.

    Step 5
  6. Click in the Action Type field to display the list of action types.

    Step 6
  7. Select the appropriate action type.

     

    In this example, select New Competition.

    Step 7
  8. Click the Search button to search for competitions which meet the search criteria.

    Step 8
  9. Click the Select radio button to select the schedule you want to obligate.

     

    In this example, click the Select radio button to select 2022 84.004A-1.

    Step 9
  10. Click the Obligate Funds button to move to the Obligate Funds tab.

    Step 10
  11. Click in the Actions field for the application listed to display the list of available actions.

    Step 11
  12. Click the Obligate list item.

    Step 12
  13. Click the Continue > button to move to the Summary tab.

    Step 13
  14. An error message will appear if the grantee's UEI is not active in SAM.gov.

     

    As the message states, the award must be marked "exempt" from the SAM verification before it can be obligated.

    Step 14
  15. Click the Exempt Award Maintenance menu item to begin the process of marking the award exempt.

    Step 15
  16. Use the available fields to search for the award you want to mark exempt.

     

    In this example, we will search by PR/Award No.

    Step 16
  17. Enter the correct information into the PR/Award No field.

     

    For this example, enter a valid value e.g. "P004A220034".

    Step 17
  18. Click the Search button to search for awards which meet the search criteria.

    Step 18
  19. Click the Select radio button to select the award you want to mark exempt.

    Step 19
  20. Click the Modify button to change the exemption status.

    Step 20
  21. Click the Exempt Award checkbox to mark the award exempt.

    Step 21
  22. Enter the reason you are marking the award exempt in the Comments field.

     

    In this example, enter "The grantee's registration is not active in SAM.".

    Step 22
  23. Click the Continue > button to move to the Summary tab.

    Step 23
  24. Click the Submit button to save the changes.

    Step 24
  25. A confirmation message will appear at the top of the page.

     

    Click the Done button to return to the Exempt Award Maintenance page.

    Step 25
  26. Click the Obligate Funds menu item to return to the Obligate Funds page.

    Step 26
  27. After searching for and selecting the appropriate schedule, click the Obligate Funds button to move to the Obligate Funds tab.

    Step 27
  28. Click in the Actions field for the application listed to display the list of available actions.

    Step 28
  29. Click the Obligate list item.

    Step 29
  30. Click the Continue > button to move to the Summary tab.

    Step 30
  31. Click the Submit button to submit the obligation.

    Step 31
  32. After submitting the obligation, the following will happen:

     

    - a message will appear confirming that the obligation was sent to FMSS 

    - the FMSS Transaction Log will appear

    - the Funding Status of the award will change to "Pending Obligation".

    Step 32
  33. The Transaction Log will display four steps.  Allow some time for all of the steps to be completed.  A green checkmark will appear next to each step when that step is complete.

    Step 33

  34. After all four steps in the Transaction Log are complete, a link to a PDF of the transaction log will appear and the Funding Status will change.

     

    If the transaction was successful, the Funding Status will be "Obligated".

    Step 34

  35. Click the Go to Home button to return to the home page.

    Step 35

Congratulations!

 

You have learned how to obligate funds for an award with an inactive UEI/SAM registration.