How to Add a Coronavirus-related Grant to Your EHBs Portfolio

1. From the Electronic Handbooks (EHBs) home page, click on the Grants tab.
2. On the My Grant Portfolio - List page, just below the page title, click the Add Grant To Portfolio button.
3. On the Add Grant To Portfolio page, select one of the following roles and follow the specific instructions.
   • Select Register as Project Director (PD) on the Add Grant To Portfolio page: The Project Director is the individual, designated by your organization, who is responsible for the day-to-day programmatic aspects of the award.
     • Click Continue.
     • On the Register as Project Director – Select Grant page, locate the award and click Register link.
     • On the following page, enter the requested Notice of Award (NoA) Issue Date and CRS-EIN information. In the latest NoA, the Issue Date is in the upper right hand corner (where it says Federal Award Date) and enter the Payment System Identifier (#3 under Recipient Information) as the CRS-EIN.
     • Select your Financial Report Access level. There are two options: View Financial Report and Edit Financial Report.
     • Click on the Certification box and select Save And Continue.
     • The next page confirms the successful Project Director registration and adds the award to your portfolio.
   • Select Register as Financial Reporting Administrator (FRA) on the Add Grant to Portfolio page: This is the individual, designated by your organization, who is responsible for financial reporting for the award.
     • Click Continue.
     • On the Register as Financial Administrator – Select Organization page, click Register link.
     • On the Register as Financial Administrator – Verify Authorizing Official (AO) Identity page, enter the Account Number and PIN from PMS.
     • Click on the Certification box and select Save And Continue.
     • Success banner should appear confirming the successful registration as the Financial Reporting Administrator and adding the award to your portfolio.
   • Select Request Grant Access (I support grant reporting): Includes individuals from the organization, other than the PD or FRA, who will need access to financial or non-financial submissions for the award.
     • Click Continue.
     • In the Request Grant Access – Select Grants page, click Request Access for the award.
     • On the Grant Access Request page, enter a comment for why you are requesting access. Select requested privileges under the options in the Financial Privileges and/or Other Grant Privileges section. Then click Request Access.
     • The Grant Access Request Results page confirms the request was sent to the award Project Director as a task to review and approve. Once approved, you will receive applicable system access and privileges.
4. If you have more than one award, you will have to repeat these steps to add each separate award (e.g., H8F, HQC, U5F, U3F, L2C) to your EHBs portfolio.

A video with instructions is also available. Note: The screenshots provided in this video reference the NoA before it was updated. Please refer to the above instructions when adding an award to your EHBs portfolio.