National Oceanic and Atmospheric Administration User Group Presentation – User Interface Updates July 6, 2006

Page 2 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

Page 3 New Advisory Screen

Page 4 Dropdown box on Tabs (Live Demo)

Page 5 New Site Preferences (Live Demo)

Page 6 New Task Preference Functionality (Live Demo)

Page 7 Bread Crumb Trail (Live Demo)

Page 8 Bread Crumb Trail cont.

Page 9 Workflow History Link (Live Demo)

Page 10 Workflow History Link cont.

Page 11 Export to Excel Option (Live Demo)

Page 12 Other Excel Exports on Launch Pages

Page 13 Attachment Link (Live Demo)

Page 14 Attachment Link cont.

Page 15 Attachment - Download All Feature (Zip file)

Page 16 Grants File Dropdown

Page 17 Actions now on Grants File Dropdown

Page 18 Award File Dropdown

Page 19 New PO Checklist Question – HSPD-12

Page 20 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: 1.The PO Checklist for the original Award states that the Award supports research 2.The Recipient Organization associated with the Award is an applicant type which is authorized for Expanded Authority (See next slide.) 3.The Recipient Organization has not been identified in the system as a high risk organization NOTE: To check the Organization’s Grants Online profile, click on the Org_ID number on the Award Search results. (Demo)

Page 21 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

Page 22 Award Workflow - Post Grants Officer Signature (Funded Actions) Electronic -yes, ASAP-yes: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS * 4. CAMS 1st Approver --> ASAP Authorization * 5. Finance Office --> ASAP Certification 6. Recipient --> Accept Award Electronic-no, ASAP-yes: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS * 4. CAMS 1st Approver --> ASAP Authorization * 5. Finance Office --> ASAP Certification * 6. CAMS 1st Approver --> Mail Award Electronic-yes, ASAP-no: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS 4. Recipient --> Accept Award Electronic-no, ASAP-no: 1. Grants Officer --> Approve (Sign) Award 2. CAMS 1st Approver --> 1st approval in CBS 3. CAMS 2nd Approver --> 2nd approval in CBS * 4. CAMS 1st Approver --> 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.

Page 23 Award Workflow – Post GO Signature (Flowchart) FPO Notification GOSDFunded ? CBS 1 st Approval CBS 2 nd Approval ASAP? ASAP Authorization ASAP Certification Electronic? Grantee Mail Yes No Yes No Yes No

Page 24 Application with Valid Signature

Page 25 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.

Page 26 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

Page 27 Award Tracking Report - New “Type of Action” Column

Page 28 Additional Resources  Go to the Grants Online PMO Website at to Access: Grants Online Training/Support Resources Frequently Asked Questions