Initiate Amendment by SO

NOTE: SAMHSA users who are Business Officials will be given the Signing Official role in eRA Commons.

Business Officials with the SO (Signing Official) role in eRA Commons are able to search for all grants that are eligible to be amended within their institution.

Open Search by navigating to the Non Research module in eRA Commons, and then click Manage Post Award Amendments.

The resulting Search screen provides fields to search by several criteria. If the search criteria fields are left blank and then you click the Search button, a list of all eligible grants for the institution are displayed.

The SO can then use the Filter tool to find specific grants or grants with specific criteria (specific PD/PI, for example). (Closedclick to view screen)

Search SO

The resulting list contains an Initiate button and, if there are already amendments for that grant, a View button.

The View button displays any amendment applications associated with that grant. Please see the View section for more detail.

Once the grant to be amended is located, click the Initiate button in the Action column on the row for that grant to see a dropdown menu listing the following amendment options: (Closedclick to view drop-down menu)

Initiate Actions menu

  • Budget Revision
  • Carryover Request
  • Change in Scope
  • Key Personnel
  • Merger, Transfer, etc
  • No-Cost Extension
  • Organizational Change

Select the most appropriate type. You are then taken to the ASSIST tool to begin the post-amendment application with the amendment-specific forms. (Closedclick to view example of application in ASSIST)

Example of ASSIST screen

The application includes the main SF424 form as well as other forms that are required based on the type of amendment selected. Each tab navigates to that form.

Other features on the Information page will show the type of amendment, the PI and Institution information, the related FOA, as well as other information.

NOTE: It is important to check the SAM registration to be sure that the expiration date is after the submission date.