NOAA Grants Online Partial Funding Processing Quick Reference Slides

1. NOAA Grants OnlinePartial Funding Processing Quick Reference Slides February, 2005 **Please note: The screen images displayed in the presentation represent the same screen images you will see when processing your request. We were able to capture the images and display them as if they fit on one page. However, some of these images are actually on a scrolling window, so you may need to scroll down to access all of the information. 1

2. 1 2 Log in to Grants Online and navigate to the Award tab (1). After clicking on the Award tab activate the ‘Search Award’ hyperlink (2). 2

3. Enter search criteria in the Award Number text box and click ‘Submit’. 3

4. After you run the search for your award, find the award you are looking for and select ‘Partial Funding’. 4

5. 1. Enter text into the ‘Memo’ field (remember, you can copy and paste from another document). 2. Select the relevant fiscal year. (If this is not available as an option, please call the Help Desk.) 4. Click ‘Done’ and you will be taken to the Grants File overview page. 3. Enter the amount you want to fund. (It must be < the ‘Remaining Share’ of the fiscal year selected) $5,000.00 5

6. Click on the Inbox tab. Note: You can check the status of the funding request in the Sub Document section of this page. 6

7. You should have received a task to work on the Procurement Request (CD435). Click ‘View” to begin. 7

8. Select ‘Complete Procurement Request and Commitment of Funds’ from the Action dropdown and click ‘Submit’. 8

9. Complete mandatory fields on the Procurement Request (remember to add the ACCS line) and click ‘Save and Return to Main’. (This field pre-populates from the ‘Optional Partial Funding Amount’ on the Amendment Supplement screen shown in slide 5). 9

10. Select ‘Forward the Procurement Request to Requestor’ from the dropdown menu, enter any comments needed and click ‘Submit’. 10

11. Click ‘View’ to review the Award File. This will allow you to create the amendment. 11

12. Select ‘View Amendment Details’ from the Action dropdown and click ‘Submit’. 12

13. Select ‘Grant’ (The Cooperative Agreement functionality is scheduled to be released at a later date). . If you want to see the amounts in each of the boxes below, place and click the cursor in the first text box of the ‘Add’ column. (This field pre-populates from the ‘Optional Partial Funding Amount’ on the Amendment Supplement screen shown in slide 5). Click in each of check boxes to indicate you have reviewed the associated SACs, Budget and any other materials needed. Click ‘Save and Return to Main’. 13

14. Click on ‘Tasks’ in order to continue working on the Award File. 14

15. Click ‘View’ to continue to work on the Award File. 15

16. Select ‘View Amendment Supplement’ from the Action dropdown and click ‘Submit’. 16

17. Review information previously entered and click ‘Done’. 17

18. Select ‘Forward to Grants Specialist’ from the dropdown and enter any comments needed. Click ‘Submit’. Note: The associated Procurement Request and Commitment of Funds (CD435) must have been sent to the Requestor/Budget Officer before the ‘Forward to Grants Specialist for Review’ action appears. 18