Region Functionality Only
Certain types of grant adjustment requests require you to balance the BSIR data prior to submitting the request. These include:
Transfer money within a subgrantee from project to project
Transfer funds FROM a subgrantee’s project
Transfer funds TO a subgrantee’s project
Create a project for M&A
All projects affected by the grant adjustment request are displayed in the Projects section of the Subgrantees-Project page. From this page, you must begin to balance the BSIR data for each project affected.
To balance BSIR data during the GAN process:
After entering the basic information for the grant adjustment request listed above that you selected, the Subgrantee - Projects page displays.
From the Subgrantee - Projects page, click the first POETE Total link in the Project table in the Projects section. The section expands to display a list of instructions and a POETE Category table. You are also able to select the [BSIR info] hyperlink or click the X icon.
Update the appropriate POETE category so that the POETE Total in the POETE Category table matches the number displayed in bold blue text in Step 1 of the instructions. Once the numbers are balanced, the POETE Total in the Project table updates, and a checkmark displays next to Step 1 of the instructions.
Click the [Step 2] hyperlink in the Categories Allocated column of the POETE Category table. The Subgrantee - Projects page expands to display the Step 2 Subcategory table.
Update the editable Value field(s) in the Step 2 Subcategory table so that the Subcategory Total at the bottom of the table matches the Category Total and the balance remaining equals zero. Once the numbers are balanced, a checkmark displays next to Step 2 of the instructions and also next to the [Step 2] hyperlink in the Categories Allocated column of the POETE Category table.
Once Step 2 is balanced, click the [Step 3] hyperlink in the Disciplines Allocated column of the POETE Category table. The page refreshes to display the Step 3 Discipline table.
Update the editable Value field(s) in the Step 3 Discipline table so that the Discipline Total matches the Category Total at the bottom of the table, and the balance remaining equals zero. Once the numbers are balanced, a checkmark displays next to Step 3 of the instructions and also next to the [Step 3] hyperlink in the Disciplines Allocated column of the POETE Category table. A checkmark also displays in the Balanced column of the Project table, which indicates that the project is balanced.
Once all values are balanced, click the Save button located in the Actions section. The GAN is submitted to the SAA for review, and the Project Manager page displays. The status of the project(s) affected are updated.