Prepare a New Discretionary Award


Concept

In this topic, you will learn how to prepare a new discretionary award in G5.


Steps:

  1. Hover over Grant Maintenance on the toolbar at the top of page then click the Prepare menu item to begin the process of preparing an award.

    Step 1

  2. Enter the appropriate information in the Fiscal Year field.

     

    In this example, enter "2025".

    Step 2

  3. Enter the appropriate information into the CFDA/Subprogram field.

     

    In this example, enter "84.432B".

    Step 3

  4. Enter the appropriate information into the Schedule No. field.

     

    In this example, enter "1".

    Step 4

  5. Click in the Award Type field to display the list of award types.

    Step 5

  6. Select Discretionary in this example.

    Step 6

  7. Click in the Action Type field to display the list of action types.

    Step 7

  8. Select New Competition list item in this example.

    Step 8

  9. Click the Search button to search for the awards which meet the search criteria.

    Step 9

  10. The list of awards that match the search criteria will appear.  Note that the Funding Status must be Committed to prepare a new discretionary award.

     

    In this example, click the appropriate radio button to select PR/Award No P432B250004.

    Step 10

  11. Click the Prepare Award button to prepare the award.

    Step 11

  12. Click the vertical scrollbar to scroll down.

    Step 12

  13. Click the Verify UEI button to verify UEI information.

    Step 13

  14. At the top of the UEI Verification section, the information from the Recipient System (RS) is listed.  At the bottom is the Grantee Information.  The two must match in order for you to verify the UEI information.

    Step 14

  15. Click the Select option to mark the Recipient System information for UEI GGG777HHH894.

    Step 15

  16. Click the Select button to select the Recipient UEI you have marked.

    Step 16

  17. Note that the Recipient UEI information that you selected is now displayed next to the Grantee UEI information at the bottom of the screen.

    Step 17

  18. After you have reviewed both sets of information, click the Verify button to verify that the UEI information matches for both.

    Step 18

  19. Note: If the applicant's SAM.gov registration is inactive, a warning message will appear and you will be asked to confirm if you want to continue. To verify the UEI, please select Yes.

     

    If you do continue, the award must be marked as exempt from SAM verification before it can be obligated.  For instructions on that process, please see the Set Exempt Award Indicator topic in the Grant Maintenance module.

    Step 19

  20. In this example, click the Yes button to confirm you want to continue.

    Step 20

  21. The system displays a message indicating that the UEI has been successfully verified.

    Step 21

  22. Click the vertical scrollbar to scroll down.

    Step 22

  23. Click the Continue button to continue to the Contacts tab.

    Step 23

  24. The Contacts tab displays information for the ED Program Contact, Project Director, and Certifying Representative.

    Step 24

  25. After confirming the contacts are correct, click the Continue button to continue to the Clauses tab.

    Step 25

  26. The Clauses tab displays the list of mandatory award clauses which will be applied to the award.  The clauses listed may be mandatory for a specific CFDA/Subprogram or for all ED grant programs.

    Step 26

  27. Note:  You can add optional clauses or add a unique clause in the Selected Award Clauses section.

    Step 27

  28. To add an optional clause, click the Add/Remove Clauses button.

    Step 28

  29. The Add/Remove Clauses page displays the list of available optional clauses.

     

    To add an optional clause, click the appropriate checkbox to select the clause.  One has been selected for you in this example.

    Step 29

  30. Click the Add button to move the selected clause to the Selected Clauses list.

    Step 30

  31. After you have added the appropriate clauses to the Selected Clauses list, click the Continue button to return to the Clauses tab.

    Step 31

  32. The selected clause now appears on the Clauses tab.

    Step 32

  33. After confirming the appropriate clauses have been added, click the Continue button to continue to the Attachments tab.

    Step 33

  34. After confirming the appropriate clauses have been added, click the Continue button to continue to the Attachments tab.

    Step 34

  35. Click the vertical scrollbar to scroll down.

    Step 35

  36. Note:  You can add optional attachments in the Optional Award Attachments section.

    Step 36

  37. After confirming the appropriate attachments have been added, click the Continue button to continue to the Status tab.

    Step 37

  38. The Status tab displays a history of the actions that have occurred over the life of an application/award.

     

    Click the Continue button to continue to the Summary tab.

    Step 38

  39. The Summary tab will display a summary of the information on the previous tabs.

     

    Click the Vertical scrollbar to scroll down and review the information.

    Step 39

  40. After the ensuring the information is accurate, click the Submit button to submit and save your work.

    Step 40

  41. The system displays a message indicating that the changes have been saved.

     

    You can now use the Generate Grant Award Notification (GAN) button to generate and print the GAN.

    Step 41

  42. Click the Prepare link to return to the Prepare page.

    Step 42

Congratulations!

 

You have learned how to prepare a new discretionary award in G5.

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