Approve Award Closeout for an Award with a Balance


Concept

In this topic, you will learn how to manually close and approve an award with a balance. Before you start , please make sure you have the required roles in G5

 

g5ProgramOffice

g5Functional User

g5ObligateTeam

 


Steps:

  1. Click the Approval menu item to begin the process of manually closing and approving an award with a balance.

    Step 1
  2. Enter the information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the information into the PR/Award No. field.

     

    For this example, enter a valid value e.g. "P938R090039".

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

    Step 4
  5. Click the Vertical scrollbar to scroll down to the award information.

    Step 5
  6. Note:  You may select all, many or one of the awards to closeout by using either the Select All functionality or the Select functionality for each award listed.  This example focuses on a single award, therefore the Select functionality will be used.

    Step 6
  7. Click the Select option to mark the award which is displayed.

    Step 7
  8. Click the Closeout button to move to the Closeout tab.

    Step 8
  9. Click the Vertical scrollbar to scroll down.

    Step 9
  10. The system displays a message asking if you are certain you want to close the award.

     

    Click the Yes option to confirm.

    Step 10
  11. Click the Continue > button to continue to the Summary tab.

    Step 11
  12. Click the Vertical scrollbar to scroll down.

    Step 12
  13. Click the Submit button to submit and save your work.

    Step 13
  14. The system displays a note indicating that the funds have been deobligated in G5 and that an overnight process will deobligate them in FMSS.

     

    The Award Status has updated to Closed.

    Step 14
  15. Click the Vertical scrollbar to scroll down.

    Step 15
  16. Click the Print Closeout Award(s) List link to view the PDF record of the closeout.

    Step 16
  17. You may print the Approve Award Closeout log for your records.

     

    Click the Close button to close the window and return to the Confirmation screen.

    Step 17
  18. Note:  If you would like to manually close and approve additional awards, you may click Done and return to the search screen to repeat the process.

    Step 18
  19. Click the Go To Home button to return to the My Home Page screen.

    Step 19

Congratulations!

 

You have manually closed and approved an award with a balance.