Create a Grant Transfer


Concept

In this topic, you will learn how to create a grant transfer.


Steps:

  1. Click the Request Maintenance menu item to begin the process of creating a grant transfer.

    Step 1
  2. Click the Create button to create a grant transfer.

    Step 2
  3. Enter the award number of the original grantee in which you are completing the grant transfer in the PR/Award No. field.

     

    For this example, enter a valid value e.g. "P011A220005".

    Step 3
  4. Click the Show Calendar button to display the calendar for the Effective Date.

    Step 4
  5. Select the appropriate Effective Date from the calendar. 

     

    In this example, select October 24.

    Step 5
  6. Click the Create button to create the new grant transfer request.

    Step 6
  7. Click the Continue button to move to the New Grantee tab.

    Step 7
  8. Enter the new grantee's name in the Applicant Name field.

     

    In this example, enter "Institute of Business".

    Step 8
  9. Click the Lookup link to search the system for existing information on the applicant you entered.

    Step 9
  10. If the applicant is already in the database, the grantee's address will appear.

     

    In this example, click the Select radio button to select the first record listed.

    Step 10
  11. Click the Continue button to return to the New Grantee tab.

    Step 11
  12. Note: The New Grantee address have been populated based on the record you selected.

    Step 12
  13. Enter the new grantee's UEI in the UEI field.

     

    In this example, enter "GGG777HHH900".

    Step 13
  14. Click the Vertical scrollbar to scroll down the page.

    Step 14
  15. Click the Contacts button to add contacts for the new grantee.

    Step 15
  16. Note: You can use the ED Program Contact Name field to select the appropriate ED contact if necessary.  This field will remain unchanged in this example.

    Step 16
  17. Enter the project director information in the Last Name field.

     

    In this example, enter "Johnson".

    Step 17
  18. Enter the project director information in the First Name field.

     

    In this example, enter "Imogen".

    Step 18
  19. Note: Complete the remaining fields for the Project Director and Certifying Representative.

    Step 19

  20. Click the Continue button to return to the New Grantee tab.

    Step 20
  21. Click the Vertical scrollbar to scroll down the page.

    Step 21
  22. Click the Budget Data button to view the budget data.

    Step 22
  23. Note: The Requested and Recommended Amounts will be populated by the current Available Balance of the existing award.

     

    If you need to change these amounts, you can modify the worksheet and the Total Allocated Amount.

    Step 23

  24. NoteYou must click the FAPIIS link to search and ensure the grantee does not have negative records or exclusions.

    Step 24

  25. After performing the search in FAPIIS, click the Certification button to perform the FAPIIS certification.

    Step 25
  26. Click the Yes button to complete the FAPIIS certification.

    Step 26
  27. NoteThe certification has been set to "Yes".

    Step 27
  28. Click the Vertical scrollbar to scroll down the page.

    Step 28
  29. Click the Modify Worksheet button to display the budget worksheet.

    Step 29
  30. Note:  The system automatically defaults the remaining amount for the existing award into the Other category for all relevant funding columns.  You may update any of the budget information as needed and may use the action buttons at the bottom of the screen to copy data.

    Step 30

  31. For this example, the transferred budget amount has been re-distributed to the appropriate categories.

    Step 31

  32. Click the Vertical scrollbar to scroll down the page.

    Step 32
  33. Click the Continue button to return to the Grant Transfer screen.

    Step 33
  34. Click the Vertical scrollbar to scroll down the page.

    Step 34
  35. Click the Modify Key Personnel button to enter the key personnel information.

    Step 35
  36. Note:  The project director name you entered earlier will appear in the Key Personnel list.

     

    Click the Select radio button to select that person.

    Step 36
  37. Click the Modify button to update the project director information to update their level of effort.

    Step 37
  38. Enter the appropriate information in the Level of Effort field.

     

    In this example, enter "90".

    Step 38
  39. Click the Update button to update the project director information.

    Step 39
  40. Note:  The project director information has been updated.

    Step 40
  41. NoteAfter entering the key personnel, you must click on the SAM link to ensure that those individuals do not exclusions in SAM.gov.

    Step 41

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

    Step 42
  43. The system displays a message asking you to acknowledge the certification.

     

    Click the Yes button to confirm.

    Step 43
  44. Click the Vertical scrollbar to scroll down the page.

    Step 44
  45. NoteThe certification has been set to "Yes".

    Step 45
  46. Click the Continue > button to return to the budget information.

    Step 46
  47. Click the Mark as Complete button to mark the budget as complete.

    Step 47
  48. Click the Vertical scrollbar to scroll down the page.

    Step 48
  49. Click the Continue >button to return to the New Grantee tab on the Grant Transfer screen.

    Step 49
  50. Click the Vertical scrollbar to scroll down the page.

    Step 50
  51. Click the Continue  button to move to the Summary tab.

    Step 51
  52. Click the Vertical scrollbar to scroll down and review the information.

    Step 52
  53. Click the Submit button to submit and save your work.

    Step 53
  54. A confirmation message will appear indicating that the grant transfer has been saved successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 54
  55. Note:  If you would like to create additional grant transfers, you may click Done and return to the search screen to repeat the process.

    Step 55
  56. Click the Go To Home button to return to the My Home Page screen.

    Step 56

Congratulations!

 

You have successfully created a grant transfer.