User Group Presentation

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User Group Presentation User Interface
UpdatesJuly 6, 2006
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Overview User Interface Updates

• New Look for Advisories
• Dropdowns on tabs
• New Site Preference and Task Preference Features
• Bread Crumb Trail
• Workflow History
• Additional Extracts to Excel
• Attachment Download
• Grant File and Award File Dropdown options
• Revised PO Checklist
• Three Requirements to Enable Expanded Authority
• ASAP Workflow
• Applications with Invalid Signature
• Award Tracking Updates

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New Advisory Screen
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Dropdown box on Tabs (Live Demo)
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New Site Preferences (Live Demo)
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New Task Preference Functionality (Live Demo)
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Bread Crumb Trail (Live Demo)
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Bread Crumb Trail cont.
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Workflow History Link (Live Demo)
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Workflow History Link cont.
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Export to Excel Option (Live Demo)
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Other Excel Exports on Launch Pages
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Attachment Link (Live Demo)
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Attachment Link cont.
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Attachment - Download All Feature (Zip file)
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Grants File Dropdown
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Actions now on Grants File Dropdown
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Award File Dropdown
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New PO Checklist Question HSPD-12
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Three Requirements to Enable Expanded Authorities
Link

• The Grants Online System will enable the Expanded
  Authorities link for a Grantee on a particular
  award when ALL of the following three conditions
  have been met
• The PO Checklist for the original Award states
  that the Award supports research
• The Recipient Organization associated with the
  Award is an applicant type which is authorized
  for Expanded Authority (See next slide.)
• The Recipient Organization has not been
  identified in the system as a high risk
  organization
• NOTE To check the Organizations Grants Online
  profile, click on the Org_ID number on the Award
  Search results. (Demo)

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Applicant Types Eligible for Expanded Authority

• Independent School District
• Public/State Controlled Institution of Higher
  Education
• Nonprofit with 501C3 IRS Status (Other than
  Institution of Higher Education)
• Nonprofit without 501C3 IRS Status (Other than
  Institution of Higher Education)
• Private Institution of Higher Education
• Individual
• For-Profit Organization (Other than Small
  Business)
• Small Business
• Hispanic-serving Institution
• Historically Black Colleges and Universities
  (HBCUs)
• Tribally Controlled Colleges and Universities
  (TCCUs)
• Alaska Native and Native Hawaiian Serving
  Institutions
• Non-domestic (non-US) Entity

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Award Workflow - Post Grants Officer Signature
(Funded Actions)

Electronic -yes, ASAP-yes 1. Grants Officer
--gt Approve (Sign) Award 2. CAMS 1st
Approver --gt 1st approval in CBS 3. CAMS 2nd
Approver --gt 2nd approval in CBS 4. CAMS
1st Approver --gt ASAP Authorization 5.
Finance Office --gt ASAP Certification 6.
Recipient --gt Accept Award
Electronic-no, ASAP-yes 1. Grants Officer --gt
Approve (Sign) Award 2. CAMS 1st Approver
--gt 1st approval in CBS 3. CAMS 2nd Approver
--gt 2nd approval in CBS 4. CAMS 1st
Approver --gt ASAP Authorization 5.
Finance Office --gt ASAP Certification 6.
CAMS 1st Approver --gt Mail Award
Electronic-yes, ASAP-no 1. Grants Officer --gt
Approve (Sign) Award 2. CAMS 1st Approver
--gt 1st approval in CBS 3. CAMS 2nd Approver
--gt 2nd approval in CBS 4. Recipient --gt
Accept Award
Electronic-no, ASAP-no 1. Grants Officer --gt
Approve (Sign) Award 2. CAMS 1st Approver
--gt 1st approval in CBS 3. CAMS 2nd Approver
--gt 2nd approval in CBS 4. CAMS 1st
Approver --gt Mail Award
NOTE Non-Electronic Recipients will return a
signed paper copy of the award document to GMD.
GMD will then enter the counter-signed date into
Grants Online.
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Award Workflow Post GO Signature (Flowchart)
Yes
Yes
ASAP Authorization
CBS 1st Approval
CBS 2nd Approval
ASAP?
GOSD
Funded?
No
No
FPO Notification
Yes
ASAP Certification
Grantee
Electronic?
No
Mail
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Application with Valid Signature
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Award Tracking Report Updates

• Non-Amendment Actions
• Amendment Number will have NAA
• Only Non-Amendment Actions that have workflow are
  shown
• Funded Actions
• Any action that has an application will have a
  Federal-Share (sometimes 0).
• Uses application amount if approved amount not
  available.
• Missing Actions Restored
• Very long Project Descriptions caused disruption
  of output resulting in about 40 missing actions.

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Award Tracking Report Updates cont.

• Type of Action
• New Column
• Possible values
• AAR - Amendment AAR type (e.g. Change in
  Scope)
• AAR - Non-Amendment AAR type (e.g. Equipment
  Purchase)
• Administrative Amendment
• Application
• Application - Amendment
• Application - Initial Processing
• Application - New Award
• Partial Funding
• New Award Tracking Report Template
• The New Award Tracking Report Template has been
  uploaded onto the Grants Online PMO Training
  website

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Award Tracking Report - New Type of Action
Column
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Additional Resources

• Go to the Grants Online PMO Website at
  www.ofa.noaa.gov/grantsonline to Access
• Grants Online Training/Support Resources
• Frequently Asked Questions
• GrantsOnline.QandA_at_NOAA.gov