If the selected subgrantee does not have uncommitted funds, was not granted an award, or has a GAN in process for the specified grant year, an error message displays.Subgrantee and Region Functionality Only
Using the Grant Adjustment Request tool, you can request to transfer money from one of your subgrantee projects to another.
To request money to be transferred from one project to another:
From the home page, select the grant for which you wish to submit a grant adjustment request for from the grant selection drop-down menu. The home page refreshes to display the selected grant information.
Click the Admin Menu button located in the toolbar at the top of the home page. The Administration Menu displays.
From the Administration Menu, click the Grant Adjustment Request hyperlink located in the Project Administration section. The Grant Adjustment Request: Step 1 page displays.
Select the “Transfer money within a subgrantee from project to project” radio button in the Transfer Project Funds field.
***Subgrantee users should proceed to Step 6.****
Select the appropriate subgrantee and subgrantee type from the Subgrantee drop-down menu.
If the selected subgrantee does not have uncommitted funds, was not granted an award, or has a GAN in process for the specified grant year, an error message displays.
Click the Continue >> button located in the Actions: Step 1 section. The Grant Adjustment Request: Step 2 page displays.
Identify the project you wish to transfer money from by selecting the appropriate radio button in the Contributing Project table.
Identify the project you wish to transfer money to by selecting the appropriate radio button in the Receiving Project table.
When you are finished making your selections, click the Continue >> button located in the Actions: Step 2 section. The Grant Adjustment Request: Step 3 displays to show the projects selected on the Grant Adjustment Request: Step 2 page.
Enter the dollar amount you wish to transfer into the “Amount to move” field in the Contributor row of the Project table. When you click outside the field, the “Amount to move” field in the Receiver row updates to match the amount entered.
Enter a reason for the transfer request into the Reason field located below the Project table.
Once all information is entered, click the Continue >> button located in the Actions: Step 3 section. The Grant Adjustment Request: Step 4 page displays.
Review the information displayed in the table to ensure that the transferred amount is correct, and then click the Continue >> button located in the Actions: Step 4 section. The Subgrantee - Projects page displays.
***Step 13 completes the process for Subgrantee users . Region users must proceed to steps 14 -15.****
The Projects section lists both the project you are requesting transfer of funds from, as well as the project you are requesting to transfer funds to. At this point, you must begin balancing the BSIR data associated with each project.
Complete the steps in the Balancing BSIR Data topic to submit the grant adjustment request.