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GrantSolutions

GrantSolutions.gov. Overview and Screen Shots March 2009. HHS/ACF/Office of Information Systems. The Grants COE serves as one of three consortia leads under the Grants Management Line of Business (GMLoB) E-Gov initiative offering government-wide grants management system support services.

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GrantSolutions

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  1. GrantSolutions.gov Overview and Screen Shots March 2009 HHS/ACF/Office of Information Systems

  2. The Grants COE serves as one of three consortia leads under the Grants Management Line of Business (GMLoB) E-Gov initiative offering government-wide grants management system support services. GrantSolutions.gov is a comprehensive grants management system provided by the Grants Center of Excellence (COE). http://www.grantsolutions.gov The Grants Center of Excellence (COE)

  3. A Comprehensive Grants Management System Grantors Grants.gov Grantees Program Office GrantSolutions Grants Office UFMS UFMS UFMS PMS Financial/Budget Office

  4. Benefits of GrantSolutions • Strong Internal Control based on User Roles. • Efficient Menu Options and Workflow Processes. • Access to information about Grants data at every stage of the Grants process. • Reporting capabilities that track Grant activities and awards for management, audit, and review.

  5. Benefits of GrantSolutions Customization • For Business Processes • Application Kits • Application Approval Workflow • NGA Approval Workflow • NGA Terms and Conditions • NGA Document Appearance • Internal and Grantee Correspondence

  6. Role Based Access • Grants Management Officer (GMO) • Grants Management Specialist (GMS) • Authorizing /Approving Official (AO) • Office Director (OD) • Program Officer (PO) • Program Coordinator (PC) • Financial Management Officer (FMO) Every menu option, screen output, and user action is controlled by the user’s role.

  7. Log In to GrantSolutions.gov • The URL for GrantSolutions.gov is http://www.grantsolutions.gov/. • On the right side of the page, click on the Blue Button that says Login to GrantSolutions.gov.

  8. Log In to GrantSolutions.gov • Type in your GrantSolutions.gov username and password and click on submit to log in. • If you have trouble logging in, contact the Custom Applications Support and Training Unit (CAST) helpdesk help@grantsolutions.gov1.800.618.0223, 1.866.577.0771, 301.231.6005 (MD), 202.401.5282 (DC) • The CAST helpdesk is available M-F from 8 am to 6 pm EST.

  9. Navigation Breadcrumbs remind you of your Navigation Path

  10. Navigation • My Grants List – shows awarded grants that you are assigned to. Used for managing post-award actions. • Funding Opportunities – Announcements , Application Kits, and Advice of Allowance. • Applications – Applications, Review, Grants.gov interface. • Awards – Award Processing and the NGA. • Grants Management – Grant Assignments, Grantee Reporting, etc. • Reports – Summary Reports on Awarded Grants, Form Letters. • System Management – Account Management, Staff Assignments • Help – User Guides, Quick References, Help Desk Contact Info Remember – What you see and your access to menus and options depends on your Role within the system.

  11. Create, Edit, View, and Post Announcements and Application Kits Manage Announcements

  12. Create an Announcement Items on the Announcement – Add screen are the same as those used on the Grants.gov announcement.

  13. Create an Application Kit The Application Kit is displayed in the Applications Control Checklist You choose the application kit forms (customizable by partner)

  14. Application Receipt Logs Applications are received into the Grants.gov Application Log and can also be received into the GrantSolutions.gov Application Receipt Log

  15. Application Screening Intake Reviews and Business Reviews allow customized screening criteria.

  16. Intake Review & Business Review

  17. Application Notes Application Notes allow correspondence internally and with the applicant/grantee at every phase of Grants Processing.

  18. Panel Review Application contents can be printed individually or as one large pdf file for distribution to reviewers. Grant Solutions also interfaces with the ARM review management system

  19. Disposition List & Funding List

  20. Create and Approve a Funding Memo CUSTOMIZABLE FUNDING MEMO APPROVAL WORKFLOW • A funding memo is generated for each approved application. • Click Applications --> Competing --> Funding Memo • Select an Announcement, then click on Search. • Applications with Disposition Actions of" Approved" and funding levels will be displayed. • For the desired application, click on the Recommend button to recommend the funding memo. • Click on the OK button to confirm the recommendation and to forward to the next reviewer. • The Competing Recommendation & Funding Memo Screen will reappear and the status will update to display the next reviewer.

  21. Funding Memo Approval Screen

  22. Funding Memo After Approval The Funding Memo Screen Displays Which Role is Next to Approve

  23. Notice of Grant Award (NGA) Approval Workflow CUSTOMIZABLE NGA WORKFLOW • To access the NGA Processing Screen: Click on Awards --> Awards Processing --> NGA Processing • Select Application Type from drop-down list, e.g. NEW. Click on Search button. • Review the list of Applications awaiting funding memos. A Workflow Status of "Ready for (Your Role) Approval" in the Change Workflow Status column are ready for Review. • Find the application for which you plan to approve the NGA and click on the Approve link in the Change Workflow Status column. • An "Add Comments" window will appear listing the Grantee and Grantee Number for which you can add comments. • A "Changed Notices of Grant Awards" window will appear listing the Grantee, Grant Number, and Award Amount. Click on the Continue button to continue the approval and to return to the Notice of Grants Award List - In Process/Draft screen. • The Workflow Status column will display indicating the role of the next reviewer in the NGA Approval Process.

  24. NGA Processing Screen The NGA Workflow Approval Process Updates to Show the Last and Next Reviewer

  25. NGA Processing Screen Each reviewer gets the opportunity to add comments useful for other reviewers or for historical purposes.

  26. E-Mail Notifications Funding Memo Reviewers NGA Reviewers Grantee

  27. FRA NGA Document

  28. My Grants List The My Grants List provides access to most Post-Award processing actions such as continuations, amendments, and historical information.

  29. Closing Remarks • Comprehensive support is provided by Partner Project Directors, Fit-Gap Leads, and Developers throughout the migration process. • The Custom Applications Support & Training unit provides Training, Assistance with User Acceptance Testing, and ongoing HelpDesk Support for GrantSolutions. We are available at (help@grantsolutions.gov) M-F from 8 a.m. to 6 p.m. to assist you. • The GrantSolutions team is grateful for the opportunity to help CDFI-IRS and Treasury-IRS manage and process grants and further your success.

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