Perform a UEI Change Admin Action


Concept

In this topic, you will learn how to perform an UEI Change Administrative Action.


Steps:

  1. Click the Initiate Actions menu item to begin the process of initiating an administrative (admin) action.

    Step 1
  2. Next, 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 2
  3. Enter the award number in the PR/Award No. field.

     

    In this example, enter "P432A240004" in the PR/Award No field.

    Step 3
  4. Click the Search button to search for the award you entered.

    Step 4
  5. Click the Select button to mark the award information which displays.

    Step 5
  6. Click the Continue button to move to the Admin Action Types tab.

    Step 6
  7. Click the Select button to mark the UEI Change action type for this example.

    Step 7
  8. Click the Continue button to move to the next tab.

    Step 8
  9. Enter the new UEI in the UEI field.

     

    In this example, enter "EEE555FFF000".

    Step 9
  10. Click the UEI Lookup button to move to the UEI Lookup tab.

    Step 10
  11. Click the Select radio button to select the UEI record.

    Step 11
  12. Click the Continue button to return to the UEI tab.

    Step 12
  13. Click the vertical scrollbar to scroll down the page.

    Step 13
  14. Click the Verify button to verify the new UEI.

    Step 14
  15. A message will appear confirming that the new UEI has been verified.

     

    Click the vertical scrollbar to scroll down the page.

    Step 15
  16. Next, you must view the Responsibility/Qualification Report in SAM.gov to confirm that the grantee does not have any negative records or exclusions.

     

    Click the Responsibility/Qualification Report link to open SAM.gov in a new tab.

    Step 16
  17. Click the Search Responsibility / Qualification button to open the Search page.

    Step 17
  18. Enter the new grantee UEI in the SAM.gov | Search field.

     

    In this example, enter  "EEE555FFF000".

    Step 18
  19. Click the Search button to search for Responsibility/Qualification information for the grantee UEI.

    Step 19
  20. After confirming no records were found, click the Close icon (X) to close the tab and return to G5.

    Step 20
  21. Click the Certification button to perform the Responsibility/Qualification certification.

    Step 21
  22. Click the vertical scrollbar to scroll down the page.

    Step 22
  23. Click the Yes button to certify that you have reviewed the grantee's Responsibility/Qualification information in SAM.gov and found no negative records.

    Step 23
  24. Click the vertical scrollbar to scroll down the page.

    Step 24
  25. The certification has now been marked complete.

    Step 25
  26. Click the Continue button to move to the Clauses tab.

    Step 26
  27. The 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 27
  28. Click the Continue button to move to the Packet Information tab.

    Step 28
  29. Note:  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 29
  30. After confirming the Electronic Signature option is selected and checking the appropriate print options, click the Continue button to generate the GAN.

    Step 30
  31. After 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 31
  32. Review the GAN to confirm that the appropriate changes have been made and clauses appear in Block 10.

     

    Additionally, you can view the placeholder for your electronic signature.

    Step 32

  33. After reviewing the GAN for accuracy, click the Close icon (X) to close the PDF tab.

    Step 33
  34. Click the Initiate eSignature button to start the eSignature process.

    Step 34
  35. A message will appear confirming that the GAN has been submitted to Adobe.

     

    Click the Sign GAN button.

    Step 35
  36. The GAN will open in a new Adobe Acrobat Sign tab.

     

    Click the Continue button to acknowledge the terms of use.

    Step 36
  37. You can either click the Sign With Acrobat field or the Start button to continue.

     

    In this example, click the Start button.

    Step 37
  38. Click the Submit and Proceed to Sign button.

    Step 38
  39. Click 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 39
  40. Navigate to the folder where the GAN is saved.

     

    Click the file name to open the GAN PDF.

    Step 40
  41. Click the vertical scrollbar to scroll down to the Signature field in Block 10.

    Step 41
  42. Click in the Click here to sign field.

    Step 42
  43. The Sign with a Digital ID window will open.

     

    Ensure your name is selected then click the Continue button.

    Step 43
  44. Click the Sign button.

    Step 44
  45. Click in the PIN field to enter your PIN.

    Step 45
  46. Next, enter your PIN in the Smart Card window.

     

    This step has been completed in this example.

    Step 46
  47. Click the OK button to submit your PIN.

    Step 47
  48. A window will appear confirming that you have successfully signed the GAN.

     

    Click the OK button to continue.

    Step 48
  49. Your signature now appears on the GAN.

    Step 49
  50. Click the Close icon (X) to close the Adobe window.

    Step 50
  51. You will be asked if you want to save the GAN.

     

    Click the No button to continue.

    Step 51
  52. After 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 52
  53. Click the Delete menu.

    Click the Delete menu item.

    Step 53
  54. Click the Yes button to confirm you want to delete the file.

    Step 54
  55. After deleting the file, return to the G5 page.  Note that G5 now indicates the GAN has been signed.

    Step 55

  56. You can click the GAN link to view the signature.

     

    In this example, click the GAN-P432A240004 link to view the GAN.

    Step 56
  57. Your signature now appears on the GAN.

    Step 57

  58. Click the Close icon (X) to close the PDF tab.

    Step 58
  59. Click the Submit button to complete the process and save your data.

    Step 59
  60. A message will appear confirming that the admin action has been saved.

     

    Click the vertical scrollbar to scroll down.

    Step 60
  61. Note:  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.

    Step 61
  62. Click the Go to Home button to return to the homepage.

    Step 62

Congratulations!

 

You have learned how to perform an UEI Change Administrative Action.