In this topic, you will learn how to obligate funds.
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. "2010".
Step 2Enter the correct information into the CFDA/Subprogram field.
For this example, enter a valid value e.g. "84.066W".
Step 3Click the button to the right of the Award Type field to display the list of award types.
Step 4Select the Discretionary list item.
Step 5Click the button to the right of the Action type field to display the list of action types.
Step 6Select the Non-Competing Continuation list item.
Step 7Click the Search button to search for competitions which meet the search criteria.
Step 8Click the Select button to mark the competition for CFDA/Subprogram 84.066W, Schedule 2.
Step 9Click the Obligate Funds button to move to the Obligate Funds tab.
Step 10Note: The system will only display applications which have the status of "Committed and Printed." The applications cannot be obligated if they have only been committed and have not been printed.
Step 11Click the Vertical scrollbar to scroll down and view the applications which are available to be obligated.
Step 12Click the Select button to view the ACCS for PR/Award No. P066W100001.
Step 13The ACCS information displays at the bottom of the screen.
Step 14Note: The Grant Schedule Estimates is a link which you can click to take you to the associated schedule.
Step 15You may review and, if necessary, update the grant schedule estimates. After you are finished, the system will return you to the Obligate Funds screen.
Step 16Click the button to the right of the Apply to All: field to display the list of actions which can be applied to all the applications listed.
Step 17When there is more than one application, you have the option of applying the same action to all of them.
This example only has one application; therefore the action will be marked for that one application separately.
Step 18Click the button to the right of the Actions field for the first application listed to display the list of available actions.
Step 19Select the Obligate list item.
Step 20Click the Continue > button to move to the Summary tab.
Step 21Click the Vertical scrollbar to scroll down and review the information.
Step 22Click the Submit button to submit the obligation to the system.
Step 23The system displays a message indicating that the award was obligated. The associated FMSS ID is also shown.
The Funding Status updates to Pending Obligation until the transaction completes in FMSS. You may view the FMSS Log by navigating to that menu item, refer to the topic entitled Viewing the FMSS Log.
Step 24Click the Vertical scrollbar to scroll down to the bottom of the screen.
Step 25Note: If you would like to obligate funds for additional schedules, you may click the Done button and return to the search screen to repeat the process.
Step 26Click the Go to Home button to return to the My Home Page screen.
Step 27Congratulations!
You have successfully obligated funds.