In this topic, you will learn how to initiate and submit an administrative action as an internal user.
Steps:
Click the Initiate Actions menu item to begin the process of initiating an administrative (admin) action.
Step 1Next, enter the appropriate search criteria to retrieve the award for which you wish to perform the admin action.
You can search by the Fiscal Year and CFDA/Subprogram, PR/Award Number, or UEI. We will search by the PR/Award Number in this example.
Step 2Enter the award number in the PR/Award No. field.
In this example, enter "P432A240004" in the PR/Award No field.
Step 3Click the Search button to search for the award you entered.
Step 4Click the Select button to mark the award information which displays.
Step 5Click the Continue button to move to the Admin Action Types tab.
Step 6Note: You may select any single admin action or a combination of them. This example will focus on a single admin action.
Step 7Click the Select button to mark the Project Director action type for this example.
Step 8Click the Continue button to move to the next tab.
Step 9The existing Project Director information displays.
Note that the admin action type you choose on the previous page determines which tabs display to be updated.
Step 10Click the Vertical scrollbar to scroll down to update the information.
Step 11Enter the new project director information in the required fields.
Note: If you are updating a field in the current project director's information such as an email address or last name, press the Copy Current Project Director Information button then modify the desired fields.
Step 12Enter the correct information into the First Name field.
In this example, enter "David".
Step 13Note: After entering the project director information, you must click on the SAM website link to ensure that the person is not in the EPLS.
Step 14Click the Certification button to mark the person you entered as certified according to GSA policy.
Step 15Click the Vertical scrollbar to scroll down the page.
Step 16The system displays a message asking you to acknowledge the certification.
Click the Yes button to confirm.
Step 17Click the Vertical scrollbar to scroll down.
Step 18Click the Continue button to move to the Clauses tab.
Step 19The Clauses tab displays the mandatory clause associated with the selected admin action.
Note: You may add optional or unique clauses as needed. For this example, there will be no clauses added.
Step 20Click the Continue button to move to the Packet Information tab.
Step 21Note: The Signature Type defaults to Electronic Signature. To issue a GAN in hard copy, users must select the "Hard Copy Signature" option. Selecting the "Hard Copy Signature" option will require users to enter a comment justifying their decision to override the default.
Step 22After confirming the Electronic Signature option is selected and checking the appropriate print options, click the Continue button to generate the GAN.
Step 23After the GAN is generated, a link to the GAN PDF will appear. Click the link to open and review the GAN for accuracy.
In this example, click the GAN-P432A240004 link to view the GAN.
Step 24Next, review the GAN to confirm the appropriate changes have been made.
The new project director information appears on the GAN.
Step 25Additionally, you can view the placeholder for your electronic signature.
Step 26After reviewing the GAN for accuracy, click the Close icon (X) to close the PDF tab.
Step 27Click the Initiate eSignature button to start the eSignature process.
Step 28A message will appear confirming that the GAN has been submitted to Adobe.
Click the Sign GAN button.
Step 29The GAN will open in a new Adobe Acrobat Sign tab.
Click the Continue button to acknowledge the terms of use.
Step 30You can either click the Sign With Acrobat field or the Start button to continue.
In this example, click the Start button.
Step 31Click the Submit and Proceed to Sign button.
Step 32Click the Download Document button to download the GAN.
Note: Downloading the GAN is required to complete the eSignature process but you must delete the GAN from your computer afterward.
Step 33Navigate to the folder where the GAN is saved.
Click the file name to open the GAN PDF.
Step 34Click the vertical scrollbar to scroll down to the Signature field in Block 10.
Step 35Click in the Click here to sign field.
Step 36The Sign with a Digital ID window will open.
Ensure your name is selected then click the Continue button.
Step 37Click the Sign button.
Step 38Click in the PIN field to enter your PIN.
Step 39Next, enter your PIN in the Smart Card window.
This step has been completed in this example.
Step 40Click the OK button to submit your PIN.
Step 41A window will appear confirming that you have successfully signed the GAN.
Click the OK button to continue.
Step 42Your signature now appears on the GAN.
Step 43Click the Close icon (X) to close the Adobe window.
Step 44You will be asked if you want to save the GAN.
Click the No button to continue.
Step 45After signing the GAN, you must return to the folder where you downloaded the GAN and delete the file.
Right-click in the Name field.
Note: Electronically signed GANs must be deleted from your computer after completing the eSignature process. Additionally, users should never distribute the GAN saved on their local computers.
Electronically signed GANs are saved in the award's Grant File.
Step 46Click the Delete menu.
Click the Delete menu item.
Step 47Click the Yes button to confirm you want to delete the file.
Step 48After deleting the file, return to the G5 page. Note that G5 now indicates the GAN has been signed.
You can click the GAN link to view the signature.
In this example, click the GAN-P432A240004 link to view the GAN.
Step 50Your signature now appears on the GAN.
Click the Close icon (X) to close the PDF tab.
Step 52Click the Submit button to complete the process and save your data.
Step 53A message will appear confirming that the admin action has been saved.
Click the vertical scrollbar to scroll down.
Step 54Note: If you want to prepare additional awards and print their GANs, you may click the Done button and return to the search screen to repeat the process.
Click the Go to Home button to return to the homepage.
Step 56Congratulations!
You have successfully initiated and completed an administrative action.