Grant Recipient Actions, Roles, Notifications, and Training
The Grants Management Module will improve transparency for grants management activities by allowing you to see time and date stamps for system activities, and the status of your completed actions online. It also serves as a virtual file cabinet of award documents and correspondence associated with each grant and cooperative agreement. When employees leave or change positions, their replacements will still have access to all the important grant files and correspondence. GrantSolutions is a web-based system, accessible from anywhere, and requires no special software to use.
Changing business processes can be challenging, but resources and people are available to help you.
The grant recipient actions in the Grants Management Module are simple. There is nothing CDC specific about these functions. You will be using standard GrantSolutions templates and actions.
You can do these actions for your CDC/ATSDR grants in the Grants Management Module:
- Enter Non-competing continuation (NCC) information and Federal Financial Report (FFR) data
- GrantSolutions is not replacing the Payment Management System (PMS). The reporting required by PMS, lines 10a-10c of the FFR, formerly known as the Federal Cash Transaction Report must still be completed quarterly through PMS. The FFR reporting through GrantSolutions is the traditional FFR, formerly known as the Financial Status Report.
- Submit amendment requests. This document describes the types of amendment requests that will be done in GrantSolutions.
Document types
You can upload these types of files to GMM:
- MS Office: .doc, .docx, .xls, .xlsx, .ppt, .msg
- Adobe Systems: .pdf
- Image Files: .jpeg / .jpg, .gif, .tif, .bmp
- Other Support File Types: .txt, .wpd
GMM will not accept locked, password protected, or macro-enabled files.
Grant recipients can have one of three recipient roles in GMM. Each grant is required to have an Administrative Official and a Principal Investigator or Program Director. A Grantee Financial Official is optional.
- Administrative Official (ADO)
- Listed as the Authorizing Official on the Notice of Award
- Enters and submits Federal Financial Reports (FFRs)
- Views, initiates, edits, and submits applications and amendments
- Signs the 424 and authorizes the organization’s commitment
- Adds and views Application and Grant Correspondence notes and uploads related files
- Has access to all grants for the agency or organization
- Can have more than one in each agency, but should be registered with Grants.gov
- Has the most authority in the system
- Principal Investigator/ Program Director (PI/PD)
- Views, initiates, edits, and submits applications and amendments
- Enters FFR data and submit a FFR
- Adds and views Application and Grant Correspondence notes and uploads related files
- Has access to grants he or she is assigned to as a PI or PD
- A grant can have more than one PI/PD assigned to it, but the person listed on the NOFO is considered key personnel
- Grantee Financial Official
- Views awards
- Enters and submits Federal Financial Reports (FFRs)
- Adds and views Application and Grant Correspondence notes and uploads related files
- Is typically the organization’s business official
| CDC Action | Grant Recipient roles receiving notification |
|---|---|
| Award Notification |
|
| Amendment Award |
|
| Correspondence: Application note or Grant note |
|
| FFR Approved |
|
| FFR Rejected |
|
| FFR Due Date Reminder (7 days prior to deadline) |
|
| FFR Due Date Passed |
|
| Recipient Action | CDC roles receiving notifications |
|---|---|
| Amendment Submitted |
|
| Federal Financial Report Submitted or Withdrawn |
|
| Grant Note Added |
|
| NCC Application Submitted |
|
| Past Due NCC Application Submitted |
|
Your training is online. You should watch the five videos described below. It will take you less than 40 minutes to watch them all.
There are two getting started training videosExternal related to post-award actions:
- Session 1: Introduction to GrantSolutions for Grantees (~10 minutes)
- Overview
- Account Management
- Screen Navigation
- Session 3: GrantSolutions Post-Award Activities for Grantees (~15 minutes)
- Using My Grants List
- Managing and Processing Amendments
- Non-competing Continuations
- Directed Supplements
The Session 2 video Pre-Award Activities for Recipient does not apply to CDC recipient.
There are three Federal Financial Reports training videosExternal:
- Introduction to Federal Financial Reports for Grantees (~6 minutes)
- Modify Submitted Federal Financial Reports for Grantees (~3 minutes)
- View the Federal Financial Report for Grantees (~2 minutes)
The Center of Excellence’s SupportExternal page has FAQs, and once you have access you will find these documents inside the Grants Management Module:
- QuickSheets
- Federal Financial Report
- Carryover Amendment
- Grant Notes –Upload the SF-425
- A Grantees Guide
This guide is standard for all GrantSolutions partners and a few pieces do not apply to CDC business processes. Here is a brief overview of the differences:
| Page Number | Section | Description of Difference |
|---|---|---|
| 5 | Request a User Account Form | You should refer to the information here on CDC’s account setup process for the transition. |
| 6 | GrantSolutions Roles | CDC is only using three recipient roles:
|
| 8 | Recipient Training Videos | Session 2 is not applicable for CDC. Grants.gov is the required channel for submitting all new CDC grant applications. Session 3 describes Directed Supplements. CDC does not use directed supplements. |
| 9 | Search for Grant Announcements | Do not use this feature to find or apply for CDC grants. |
| 18 | Funding Opportunity | Do not use this feature to find or apply for CDC grants. |
| 18 | Applications | Do not use this feature to find or apply for CDC grants. |
| 19 | Pending Grants (Accept Grant) | This is not applicable to CDC. |
| 22 | Online Data Collection | This is not applicable to CDC. |
The Policy, Risk, Information and Systems Management (PRISM) Training and Communications Team developed the following resources that CDC staff can use to support non-research grant recipients. This job aid lists information about the non-research amendment action types that are available for grant recipients in the GrantSolutions Grants Management Module (GMM).
| Documents | Last Revised |
|---|---|
| Overview of Amendment Action TypesCdc-pdf | February 2019 |
| Budget Revision (Redirection of Funds) AmendmentCdc-pdf | February 2019 |
| Carryover of Funds AmendmentCdc-pdf | March 2019 |
| Change of PI/PD AmendmentCdc-pdf | February 2019 |
| Grant Closeout AmendmentCdc-pdf | February 2019 |
| Grantee Address AmendmentCdc-pdf | February 2019 |
| Key Personnel AmendmentCdc-pdf | February 2019 |
| No Cost Extension AmendmentCdc-pdf | February 2019 |
| Notification of Contractor or Consultant AmendmentCdc-pdf | February 2019 |
| Organization Name Change AmendmentCdc-pdf | February 2019 |
| Other AmendmentCdc-pdf | February 2019 |
| PPHF Budget Period Extension AmendmentCdc-pdf | February 2019 |
| Release of Restriction AmendmentCdc-pdf | February 2019 |
| Successor of Interest AmendmentCdc-pdf | February 2019 |
| Summary Statement Amendment/Technical Review Response to WeaknessesCdc-pdf | February 2019 |
| Supplement AmendmentCdc-pdf | March 2019 |
