Perform a Project Director Change Admin Action


Concept

In this topic, you will learn how to perform a Project Director 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 Project Director Change action type for this example.

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

    Step 8
  9. The Current Project Director will appear at the top of the page.

     

    Click the Vertical scrollbar to scroll down and update the New Project Director fields.

    Step 9
  10. Note: If you are making a change to the current project director's information such as updating their email address, you can click the Copy Current Project Director Information button.

    Step 10
  11. Note: After clicking the button, the New Project Director fields will be populated with the current project director's information.  You can then modify the information as necessary.

     

    In this example, we will enter a new project director.

    Step 11

  12. Enter the correct information into the First Name field.

     

    For this example, enter a valid value e.g. "Megan".

    Step 12
  13. Enter the correct information into the Last Name field.

     

    For this example, enter a valid value e.g. "Jeffrey".

    Step 13
  14. Note: The remaining required fields have been completed for you.

    Step 14

  15. NoteAfter entering the new project director's information, you must click on the SAM link to search in SAM.gov and confirm that the person is not on the excluded list.

    Step 15

  16. Click the Certification button to mark the person you entered as certified according to GSA policy.

    Step 16
  17. Click the Vertical scrollbar to scroll down the page.

    Step 17
  18. The system displays a message asking you to acknowledge the certification.

     

    Click the Yes button to confirm.

    Step 18
  19. Click the Vertical scrollbar to scroll down the page.

    Step 19
  20. Click the Continue button to continue to the Clauses tab.

    Step 20
  21. Note:  The system automatically applies the ADMIN ACTION: Recipient Project Director change clause.  To view the clause text, you can click the View Clause link.

    Step 21
  22. The ADMIN ACTION: Recipient Project Director change clause is displayed here.

    Step 22

  23. Click the Continue button to move to the Packet Information tab.

    Step 23
  24. 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 24
  25. After confirming the Electronic Signature option is selected and checking the appropriate print options, click the Continue button to generate the GAN.

    Step 25
  26. 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 26
  27. Next, review the GAN to confirm the appropriate changes have been made.

     

    The new project director information appears on the GAN.

    Step 27
  28. Confirm that the appropriate clauses appear in Block 10.

     

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

    Step 28

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

    Step 29
  30. Click the Initiate eSignature button to start the eSignature process.

    Step 30
  31. A message will appear confirming that the GAN has been submitted to Adobe.

     

    Click the Sign GAN button.

    Step 31
  32. The GAN will open in a new Adobe Acrobat Sign tab.

     

    Click the Continue button to acknowledge the terms of use.

    Step 32
  33. You can either click the Start button or scroll down and click the Sign With Acrobat field to continue.

     

    In this example, click the Start button.

    Step 33
  34. Click the Submit and Proceed to Sign button.

    Step 34
  35. 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 35
  36. Navigate to the folder where the GAN is saved.

     

    Click the file name to open the GAN PDF.

    Step 36
  37. Click the vertical scrollbar to scroll down to the Signature field in Block 10.

    Step 37
  38. Click in the Click here to sign field.

    Step 38
  39. The Sign with a Digital ID window will open.

     

    Ensure your name is selected then click the Continue button.

    Step 39
  40. Click the Sign button.

    Step 40
  41. Click in the PIN field to enter your PIN.

    Step 41
  42. Next, enter your PIN in the Smart Card window.

     

    This step has been completed in this example.

    Step 42
  43. Click the OK button to submit your PIN.

    Step 43
  44. A window will appear confirming that you have successfully signed the GAN.

     

    Click the OK button to continue.

    Step 44
  45. Your signature now appears on the GAN.

    Step 45
  46. Click the Close icon (X) to close the Adobe window.

    Step 46
  47. You will be asked if you want to save the GAN.

     

    Click the No button to continue.

    Step 47
  48. 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 48
  49. Click the Delete menu.

    Click the Delete menu item.

    Step 49
  50. Click the Yes button to confirm you want to delete the file.

    Step 50
  51. After deleting the file, return to the G5 page.  Note that G5 now indicates the GAN has been signed.

    Step 51

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

     

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

    Step 52
  53. Your signature now appears on the GAN.

    Step 53

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

    Step 54
  55. Click the Submit button to complete the process and save your data.

    Step 55
  56. A message will appear confirming that the admin action has been saved.

     

    Click the vertical scrollbar to scroll down.

    Step 56
  57. 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 57
  58. Click the Go to Home button to return to the homepage.

    Step 58

Congratulations!

 

You have learned how to perform a Project Director Change Administrative Action.