Overview of Terms and Conditions

The Terms and Conditions Module (TCM) lets ICs define and manage structured terms/milestones that can be applied to the grants you administer, and to track due dates and grantee document submissions for the terms that require follow-up.

The terms of a grant are the legal requirements imposed on the grant by the administering agency, whether based on statute, regulation, policy, or other document referenced in the grant award, or specified by the grant award document itself. The Notice of Award (NoA) may include both standard and special conditions that are considered necessary to attain the grant's objectives, facilitate post-award administration of the grant, conserve grant funds, or otherwise protect the Federal Government's interests.

Terms and Conditions User Roles

The following internal user roles are available for TCM:

TCM Staff User Roles
Role	Description
GM_MANAGER_ROLE or GM_WORKUP_ROLE TERMS_CONDITIONS_ADMIN_ROLE or TERMS_CONDITIONS_READONLY_ROLE	Assign terms to individual awards
GM_MANAGER_ROLE or GM_WORKUP_ROLE TERMS_CONDITIONS_ADMIN_ROLE or TERMS_CONDITIONS_READONLY_ROLE TERMS_TRACKING_ADMIN_ROLE	Assign terms and terms tracking attributes to individual awards
TERMS_CONDITIONS_READONLY_ROLE	Access the Terms Catalog directly to view structured terms (i.e., read-only)
TERMS_CONDITIONS_ADMIN_ROLE	Access the Terms Catalog directly to manage (i.e., create and edit terms) structured terms (i.e., Terms Manager access)
GM_MANAGER_ROLE or GM_WORKUP_ROLE TERMS_CONDITIONS_ADMIN_ROLE or TERMS_CONDITIONS_READONLY_ROLE TERMS_TRACKING_ADMIN_ROLE TERMS_TRACKING_PROGRAM_ROLE GMM_ADMIN_ROLE	Assign terms and terms tracking attributes to both individual and bulk awards
GMM_READ_ONLY_ROLE	Read-only access to terms tracking attributes
GM_MANAGER_ROLE or GM_WORKUP_ROLE TERMS_CONDITIONS_ADMIN_ROLE or TERMS_CONDITIONS_READONLY_ROLE	Assign terms to individual awards
GM_MANAGER_ROLE or GM_WORKUP_ROLE TERMS_CONDITIONS_ADMIN_ROLE or TERMS_CONDITIONS_READONLY_ROLE TERMS_TRACKING_ADMIN_ROLE	Assign terms and terms tracking attributes to individual awards
TERMS_CONDITIONS_READONLY_ROLE	Access the Terms Catalog directly to view structured terms (i.e., read-only)
TERMS_CONDITIONS_ADMIN_ROLE	Access the Terms Catalog directly to manage (i.e., create and edit terms) structured terms (i.e., Terms Manager access)
GM_MANAGER_ROLE or GM_WORKUP_ROLE TERMS_CONDITIONS_ADMIN_ROLE or TERMS_CONDITIONS_READONLY_ROLE TERMS_TRACKING_ADMIN_ROLE GMM_ADMIN_ROLE or GMM_READ_ONLY_ROLE	Assign terms and terms tracking attributes to both individual and bulk awards
FFR_Reconcile_Admin	View and validate the grantee's Federal Financial Report (FFR)
GMM_FFR_USER	View the FFR