In this topic, you will learn how to create a grant transfer.
Steps:
Click the Request Maintenance menu item to begin the process of creating a grant transfer.
Step 1Click the Create button to create a grant transfer.
Step 2Enter 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 3Click the Show Calendar button to display the calendar for the Effective Date.
Step 4Select the appropriate Effective Date from the calendar.
In this example, select October 24.
Step 5Click the Create button to create the new grant transfer request.
Step 6Click the Continue button to move to the New Grantee tab.
Step 7Enter the new grantee's name in the Applicant Name field.
In this example, enter "Institute of Business".
Step 8Click the Lookup link to search the system for existing information on the applicant you entered.
Step 9If 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 10Click the Continue button to return to the New Grantee tab.
Step 11Note: The New Grantee address have been populated based on the record you selected.
Step 12Enter the new grantee's UEI in the UEI field.
In this example, enter "GGG777HHH900".
Step 13Click the Vertical scrollbar to scroll down the page.
Step 14Click the Contacts button to add contacts for the new grantee.
Step 15Note: 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 16Enter the project director information in the Last Name field.
In this example, enter "Johnson".
Step 17Enter the project director information in the First Name field.
In this example, enter "Imogen".
Step 18Note: Complete the remaining fields for the Project Director and Certifying Representative.
Click the Continue button to return to the New Grantee tab.
Step 20Click the Vertical scrollbar to scroll down the page.
Step 21Click the Budget Data button to view the budget data.
Step 22Note: 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.
Note: You must click the FAPIIS link to search and ensure the grantee does not have negative records or exclusions.
After performing the search in FAPIIS, click the Certification button to perform the FAPIIS certification.
Step 25Click the Yes button to complete the FAPIIS certification.
Step 26Note: The certification has been set to "Yes".
Step 27Click the Vertical scrollbar to scroll down the page.
Step 28Click the Modify Worksheet button to display the budget worksheet.
Step 29Note: 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.
For this example, the transferred budget amount has been re-distributed to the appropriate categories.
Click the Vertical scrollbar to scroll down the page.
Step 32Click the Continue button to return to the Grant Transfer screen.
Step 33Click the Vertical scrollbar to scroll down the page.
Step 34Click the Modify Key Personnel button to enter the key personnel information.
Step 35Note: The project director name you entered earlier will appear in the Key Personnel list.
Click the Select radio button to select that person.
Step 36Click the Modify button to update the project director information to update their level of effort.
Step 37Enter the appropriate information in the Level of Effort field.
In this example, enter "90".
Step 38Click the Update button to update the project director information.
Step 39Note: The project director information has been updated.
Step 40Note: After entering the key personnel, you must click on the SAM link to ensure that those individuals do not exclusions in SAM.gov.
Click the Certification button to mark the person you entered as certified according to GSA policy.
Step 42The system displays a message asking you to acknowledge the certification.
Click the Yes button to confirm.
Step 43Click the Vertical scrollbar to scroll down the page.
Step 44Note: The certification has been set to "Yes".
Step 45Click the Continue > button to return to the budget information.
Step 46Click the Mark as Complete button to mark the budget as complete.
Step 47Click the Vertical scrollbar to scroll down the page.
Step 48Click the Continue >button to return to the New Grantee tab on the Grant Transfer screen.
Step 49Click the Vertical scrollbar to scroll down the page.
Step 50Click the Continue button to move to the Summary tab.
Step 51Click the Vertical scrollbar to scroll down and review the information.
Step 52Click the Submit button to submit and save your work.
Step 53A confirmation message will appear indicating that the grant transfer has been saved successfully.
Click the Vertical scrollbar to scroll down.
Step 54Note: If you would like to create additional grant transfers, you may click Done and return to the search screen to repeat the process.
Step 55Click the Go To Home button to return to the My Home Page screen.
Step 56Congratulations!
You have successfully created a grant transfer.