In this topic, you will learn how to perform a Key Personnel Change Administrative Action.
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 6Click the Select button to mark the Key Personnel Change action type for this example.
Step 7Click the Continue button to move to the next tab.
Step 8Enter the correct information into the First Name field.
For this example, enter a valid value e.g. "Bruce".
Step 9Enter the correct information into the Last Name field.
For this example, enter a valid value e.g. "Banner".
Step 10Click in the Title field to select a title.
Step 11Select the appropriate title from the list.
In this example, click Co-Principal Investigator.
Step 12Note: If the key personnel's title is not in the dropdown list, you can use the Title text field to add the title to the list.
Simply enter the title in the field and click the Add button. You will then be able to select the title in the dropdown list.
Step 13Enter the correct information into the Level of Effort field.
For this example, enter a valid value e.g. "50".
Step 14Click the Add button to add the new key personnel.
Step 15Click the Vertical scrollbar to scroll down the page.
Step 16Note: After entering the key personnel, you must click on the SAM link to ensure that those individuals do not exclusions in SAM.gov.
Step 17Click the Certification button to mark the person you entered as certified according to GSA policy.
Step 18The system displays a message asking you to acknowledge the certification.
Click the Yes button to confirm.
Step 19Click the Vertical scrollbar to scroll down the page.
Step 20Click the Continue button to continue to the Clauses tab.
Step 21Note: The system automatically applies the ADMIN ACTION: Key Personnel change clause. To view the clause text, you can click the View Clause link.
The ADMIN ACTION: Key Personnel change clause is displayed here.
Click the Continue button to move to the Packet Information tab.
Step 24Note: 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 25After confirming the Electronic Signature option is selected and checking the appropriate print options, click the Continue button to generate the GAN.
Step 26After 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 27Next, review the GAN to confirm the appropriate changes have been made.
The new key personnel appears on the GAN.
Step 28Confirm that the appropriate clauses appear in Block 10.
Additionally, you can view the placeholder for your electronic signature.
After reviewing the GAN for accuracy, click the Close icon (X) to close the PDF tab.
Step 30Click the Initiate eSignature button to start the eSignature process.
Step 31A message will appear confirming that the GAN has been submitted to Adobe.
Click the Sign GAN button.
Step 32The GAN will open in a new Adobe Acrobat Sign tab.
Click the Continue button to acknowledge the terms of use.
Step 33You can either click the Sign With Acrobat field or the Start button to continue.
In this example, click the Start button.
Step 34Click the Submit and Proceed to Sign button.
Step 35Click 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 36Navigate to the folder where the GAN is saved.
Click the file name to open the GAN PDF.
Step 37Click the vertical scrollbar to scroll down to the Signature field in Block 10.
Step 38Click in the Click here to sign field.
Step 39The Sign with a Digital ID window will open.
Ensure your name is selected then click the Continue button.
Step 40Click the Sign button.
Step 41Click in the PIN field to enter your PIN.
Step 42Next, enter your PIN in the Smart Card window.
This step has been completed in this example.
Step 43Click the OK button to submit your PIN.
Step 44A window will appear confirming that you have successfully signed the GAN.
Click the OK button to continue.
Step 45Your signature now appears on the GAN.
Step 46Click the Close icon (X) to close the Adobe window.
Step 47You will be asked if you want to save the GAN.
Click the No button to continue.
Step 48After 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 49Click the Delete menu.
Click the Delete menu item.
Step 50Click the Yes button to confirm you want to delete the file.
Step 51After 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 53Your signature now appears on the GAN.
Click the Close icon (X) to close the PDF tab.
Step 55Click the Submit button to complete the process and save your data.
Step 56A message will appear confirming that the admin action has been saved.
Click the vertical scrollbar to scroll down.
Step 57Note: 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 58Click the Go to Home button to return to the homepage.
Step 59Congratulations!
You have learned how to perform a Key Personnel Change Administrative Action.