In this topic, you will learn how to obligate funds for an award with an inactive UEI/SAM registration.
Steps:
Click the Obligate Funds menu item to begin the process of obligating funds.
Step 1Enter the correct information into the Fiscal Year field.
For this example, enter a valid value e.g. "2022".
Step 2Enter the correct information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.004A".
Step 3Click in the Award Type field to display the list of award types.
Step 4Select the appropriate award type.
In this example, select Discretionary.
Step 5Click in the Action Type field to display the list of action types.
Step 6Select the appropriate action type.
In this example, select New Competition.
Step 7Click the Search button to search for competitions which meet the search criteria.
Step 8Click 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 9Click the Obligate Funds button to move to the Obligate Funds tab.
Step 10Click in the Actions field for the application listed to display the list of available actions.
Step 11Click the Obligate list item.
Step 12Click the Continue > button to move to the Summary tab.
Step 13An 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 14Click the Exempt Award Maintenance menu item to begin the process of marking the award exempt.
Step 15Use the available fields to search for the award you want to mark exempt.
In this example, we will search by PR/Award No.
Step 16Enter the correct information into the PR/Award No field.
For this example, enter a valid value e.g. "P004A220034".
Step 17Click the Search button to search for awards which meet the search criteria.
Step 18Click the Select radio button to select the award you want to mark exempt.
Step 19Click the Modify button to change the exemption status.
Step 20Click the Exempt Award checkbox to mark the award exempt.
Step 21Enter 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 22Click the Continue > button to move to the Summary tab.
Step 23Click the Submit button to save the changes.
Step 24A confirmation message will appear at the top of the page.
Click the Done button to return to the Exempt Award Maintenance page.
Step 25Click the Obligate Funds menu item to return to the Obligate Funds page.
Step 26After searching for and selecting the appropriate schedule, click the Obligate Funds button to move to the Obligate Funds tab.
Step 27Click in the Actions field for the application listed to display the list of available actions.
Step 28Click the Obligate list item.
Step 29Click the Continue > button to move to the Summary tab.
Step 30Click the Submit button to submit the obligation.
Step 31After 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 32The 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.
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".
Click the Go to Home button to return to the home page.
Step 35Congratulations!
You have learned how to obligate funds for an award with an inactive UEI/SAM registration.