# Presentation: 853399

## User Group Presentation – Release 2.17(No Meeting)

## Overview – Release 2.17 HighlightsBlack font – See Screen Shot in Presentation for more detailed explanationBlue font – No Screen Shot in Presentation

**GLOBAL CHANGES**
- Notifications are now properly sent when Program Officer on Awards or Applications has been reassigned. (Ticket 16435)
- Reports due notifications will be adjusted appropriately when awards have been extended (Ticket 20188) and when CZM section reports are no longer required.  (Ticket 23247)
- The “Days Acceptance is Overdue” field on Delinquent PPR Acceptance notifications has been fixed. (Ticket 21803)
**INBOX Tab **
- Total Federal Funding amount for a Partial Funding task has been fixed. (Ticket 16401)
**RFA Tab**
- Applications Report now works from the Competition Launch page as well as from the RFA Launch page  (Ticket 13362)
- NOAA Mission Goals have been added as a required field on RFA Details pages for Competitive and Universal RFAs. (Ticket 18273)
- Creation of RFA publications has been simplified.  Standalone FRN is again available. (Ticket 18371)
**APPLICATION Tab**
**For GMD Users** - Actions which have cleared OLA will not need to do so again if sent back to FPO for revisions.  (Ticket 13009)
**For GMD Users** – Credit Check tasks will only go to Grants Officers with new special “Credit Checker” role in their profile. (Ticket 15918)

**Notes:**
TICKET 16382 – When FPO forwards BAA Award File to FALD, only the “FALD Comment” or “No Legal Objection” options will remove task from inbox of other FALD users.  This is because the “Review Award File” task has been removed to prevent the “Contact Sys Admin” error that it was causing.   FALD attorneys only need to look at the attachments on the Award File during this step in order to review the Section Package.

## Overview – Release 2.17 Highlights cont.

**APPLICATION Tab cont.**
**For FALD Users** – “Review Award File” option has been removed from FALD task when FPO forwards BAA Award File for review.  This option was causing system error.  (Ticket 16382)
- NEPA Document (Ticket 13902):
- A list of Categorical Exclusion categories has been added and is required if  “CE” is selected for the first question on the NEPA document - a.) Level of Review.
- An additional option of “Not Required” has been added for the first question of the NEPA document - a.) Level of Review.
**AWARD Tab**
- PPR Task option to “Send Progress Report for Optional Review” has been removed if there are no Optional Reviewers in the route. (Ticket 12927)
- System prevents further action and provides an error message when a Recipient tries to submit an Expanded Authorities No-Cost Extension within the last 10 days of the award.  (Ticket 13007)
- Award Funding totals are now adjusted to reflect amendments which have been declined.  (Ticket 13040)
- AAR Workflow changes -  Recipient and FPO will have workflow on AAR, Grants Specialist and Grants Officer will have workflow on Amendment if AAR turns into amendment (Ticket 14403)
- Problem causing some Expanded Authority No Cost Actions to be routed to Grants Specialist for approval has been fixed. (Ticket 16197)
- Data entered in the final SF-269 is now validated against the recipient drawdowns recorded in the Data Warehouse and an explanation is now required if a match is not made. (Ticket 19864)  Also printed version of the SF-269 has been fixed to print the remarks.  (Ticket 20495)
- Workflow has been updated for new awards which have been rejected by the Grants Officer or declined by the recipient. (20033)

## Overview – Release 2.17 Highlights cont.

**AWARD Tab cont.**
- Problem with Closeout Extension date on AAR page has been fixed.  (Tickets 21151 and 22688)
- Problems with Enforcement Action functionality for GMD have been fixed.  (Tickets 21244, 21259, 21926)
- Problem preventing recipients from viewing awards with an open Public Affairs task has been fixed. (Ticket 22524)
- Problem with status of some submitted PPRs still showing as “Delinquent” has been fixed. (Tickets 22782 and 23079)
**REPORTS Tab **
**Award Tracking Report **
** **FY08 Applications/Awards no longer appear on reports for FY07.  (Ticket 22103)
- Award Status fixed for No-Cost Extensions which have completed workflow. (Ticket 21070)

## NOAA Mission Goals (Ticket 18273)http://www.ppi.noaa.gov/

## NOAA Mission Goals –Universal and Competitive RFAs

**Universal RFA Details Screen**

**Competitive RFA Details Screen**

**Step 1: Click on “Add/Edit” under the Mission Goals section of the RFA Details Screen**

## NOAA Mission Goals Checklist

**Step 2:  Use checkbox to select one or more* Mission Goals to associate with this RFA**
****Note – Check with your Program Manager to determine if you are allowed to select more than one***

## NOAA Mission Goals Checklist cont.

**Step 3:  Click the “Add to RFA” button under the list of goals **

## NOAA Mission Goals Checklist cont.

**Step 4:  The selected goal(s) will be displayed at the bottom of the screen under the “Add to RFA” button.  Click “Save and Return to Main”**

**Notes:**
To remove goal – Click th check box for the goal to be removed, then click on the “Remove from RFA” button.

## NOAA Mission Goals cont.

**Step 5:  The selected goal(s) will now show on the RFA details screen.**

**Notes:**
To remove goal – Click th check box for the goal to be removed, then click on the “Remove from RFA” button.

## Simplified RFA Publications (Ticket 18371)

**Step 1:****  From the RFA Details Screen, after completing all of the required fields, click the “Save” button at the bottom of the screen, then select the “Create Publication(s)” button.**

## Simplified RFA Publications cont.

**Step 2:****  **_**Immediately**_** press “Save and Return to Main” before entering any data.***  This will create the FFO document. You will remain on this page but can now leave and come back as needed without losing data.  Since you no longer have to do the Synopsis or Standalone FRN in a separate step you do not have to be concerned about having to make corrections in two different places.   **
****** ******If you leave this page without pressing “Save and Return to Main” you will lose whatever data you have entered and will have to start again from the “Create Publications” button on the RFA details screen.***

## Simplified RFA Publications cont.

**Step 3:****  If you leave the FFO Details page, you can come back to it by clicking on the ID link for the “Federal Funding Opportunity” under Sub Documents of the RFA Launch page.**

## Simplified RFA Publications cont.

**Step 4:****  ****Fill in data for each section of the FFO as applicable.  Periodically press the “Save” button to clear the *****“(empty)” *****tag from the sections that have data.  **
***(******TIP******: Search for an RFA from a previous year and use the “View FFO Report” button to generate a clean document that can be used to cut and paste data into the new FFO.)***

## Simplified RFA Publications cont.

**Step 5:****  At the bottom of the page select the radio button for “Synopsis” or “Standalone FRN” to indicate which type of announcement will be published.   This is very important so the FALD attorneys will know which type of document to review.**
**NOTE:  You can at any time generate a printable version of the FFO, Synopsis, or Standalone FRN using the “View...Report” buttons at the bottom of the screen.**

## Simplified RFA Publications cont.

**Step 6:****	****When all of the data fields have been entered and modified appropriately, click on the “FFO Routing Slip and Start Workflow” button.  This will allow the user to prepare the routing slip which will send **_**both**_** the FFO and Synopsis (or Standalone FRN) to FALD.   *****There is no longer a separate workflow step to send the Synopsis to FALD.***

## NEPA Document (Ticket 13902):1. New List of Categorical Exclusions  (see Select/View CE)2. New “Not Required” option under a.) Level of Review

**Click on “Select/View CE” for complete list of CE Categories and Descriptions **

## NEPA Document continued:New List of Categorical Exclusions

**Use checkbox to select appropriate categories.  At bottom of screen select “Save and Return to Main” to go back to NEPA Details.**
**NOTE: The selected categories are not displayed on the NEPA Details screen; you will have to click on the “Select/View CE” link to see which ones have been selected.  **

## Award Action Request (AAR) Workflow   (Ticket 14403) ** for AARs that turn into Amendments (AMD) **

- Start
- AAR

**AAR**

- 1

- 2

- End
- AAR

**Recipient Authorized Representative, PI, Co-PI, or Finance Representative**

- Search for Awards
-  via The Awards Tab

- 3

- Access Grants File page and Select Award Action Request from the Action Dropdown menu

- 7

- Review Award Action Request/Forward To Agency

- 8

**Program Officer**

**AAR**

- 1.) Review Award Action Request
- 2.) Forward to Grants Specialist

**Grants Specialist**

**AMD**

- 11

- 1.) Review Amendment
- 2.) Forward to Grants Officer

- 12

**Grants Officer**

**AMD**

- 13

- 1.) Review Amendment
- 2.) Approve Amendment

**Recipient **
**Authorized Representative**

- 14

- Done

**AMD**

- 15

**Recipient Authorized Representative**

- 16

- Review Amendment
-  Notification

**AAR**

- Select type of Award Action Request, enter required fields and Start Workflow

- 4

- Recipient Investigator

- 5

**AAR**

- Review  Award Action Request/ Forward to Authorized Representative

- 6

- 9

- 10

**Award Action Request (AAR) Workflow  **** ****(Ticket 14403)**** ******* for AARs that turn into Amendments (AMD) *****

***NOTE:***** ****Workflow comments by Recipient and FPO will be found on the AAR, comments by Grant Specialists and Grant Officers will be on the Amendment.  Previously the Recipient could not see workflow comments by FPO if AAR was returned because the comments were on the unfinished Amendment document.**

## Award Action Requests which get processed as Amendments

## Workflow – Rejected and Declined Awards  (Ticket 20033)

- Start

- Grants Officer

- Remove Award from CBS (De-obligate Funds)

- 1

- Decline Award

- Recipient Authorized Representative

- 6

- Acknowledge Declined Award

- System Closeout Date
- Status = “Declined”

- Approve Award File

**CBS 2nd Approver**

**CBS 1****st**** Approver**

- Approve

- Approve

**Finance Office**

**CBS 1****st**** Approver**

- ASAP
- Authorization

- ASAP
- Certification

- 2

- 3

- 4

- 5

**ASAP Recipients Only**

**Workflow – Rejected and Declined Awards  ****(Ticket 20033)**

- Done

- 9

- Start

- Grants Officer

- Reject Award File

- Done

- Status = “Rejected”

- End

**Notes:**
I6 Start – Recipient Award Acceptance and Award Action Requests
Log on as Grants Officer (grantsofficer/grantsofficer), take the task to Certify the Grants File, this will open the Award Overview Page
Select the action to Approve the Grant File
Log on as the Recipient Authorized Representative (AO) (apratap or bkrishna), take the task to Accept the Award
Fill in the confirmation info for the person who will be the Recipient System Administrator, press the Done button to save changes
On the Award Overview page as the Authorized Official, take the task to Manage Award Users
This will take you to the Manage Award Users screen, where you may select people within an organization to perform a specific function
Select Users to act as PI’s, Finance Representatives, and Authorized Representatives, press Done

I6 Start Award Action Request
Log on as the Principle Investigator, Co-PI, Finance Representative, or Recipient Authorized Representative(AO)
Click on the Awards Tab, choose the Search link
Enter a specific award number, or applicant name and begin the search
Search results will return only the Awards that are applicable to Organizations which you have affiliations to
From the search screen you will have links to enter Award Action Requests and Manage Recipients, click Award Action Request(AAR)
Select the type of AAR that you will be creating (Equipment Purchase), enter the required fields and add attachments as needed, press Done to initiate workflow
Go to the AO’s inbox and select the task for that AAR, bringing you to the AAR Overview Page
Select the action Forward To Agency to send it to the Program Officer
Log on as the Award’s Program Officer (fisheriespo/fisheriespo) and select the task to Review Award Action Request
This will take you to the AAR Overview page, select the action to Forward to Grants Specialist
Log on as the Grants Specialist (grantsspecialist/grantsspecialist) and select the task to Review Award Action Request
On the AAR Overview page again, select the action to Forward to Grants Officer
Log on as the Grants Officer (grantsofficer/grantsofficer) and select the task to Review Award Action Request
On the AAR Overview page select the action to Approve Award Action Request, this finalizes the AAR
After the AAR has been approved the the Grants Officer, notifications will be sent out to the Program Officer and the Recipient Authorized Representative
Log on as the Program Officer to viiew the AAR Acceptance notification
Log on as the Recipient Authorized Representative to view the AAR Acceptance notification

## Additional Resources

**GrantsOnline.QandA@noaa.gov**
**GrantsOnline.HelpDesk@noaa.gov**
- (301) 444-2112
- (877) 662-2478  (1-877-NOAAGRT)
**Grants Online PMO Website at **_**www.ofa.noaa.gov/~grantsonline**_ **to Access:**
- Grants Online Training/Support Resources
- Frequently Asked Questions
- What’s New page